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Allot Ltd.（ALLT）与SILICOM LTD.（SILC）财务数据对比。点击上方公司名可切换其他公司
SILICOM LTD.的季度营收约是Allot Ltd.的2.6倍（$61.9M vs $24.1M）。Allot Ltd.净利率更高（-7.0% vs -18.5%，领先11.5%）。Allot Ltd.同比增速更快（8.5% vs 6.6%）。Allot Ltd.自由现金流更多（$4.0M vs $-3.3M）
Allot Ltd.是一家以色列高科技企业，前身为Allot Communications，核心业务为电信软件开发，公司总部设于以色列霍德哈沙伦，在通信技术软件领域拥有深厚的技术积累。
矽利康有限公司（Silicom Ltd.）总部设于以色列，是一家上市企业，专注于为各类服务器及基于服务器的系统设计、制造并销售连接解决方案。公司股票同时在纳斯达克全球市场与特拉维夫证券交易所挂牌交易，隶属于RAD集团。
ALLT vs SILC — 直观对比
营收规模更大
SILC
是对方的2.6倍
$24.1M
营收增速更快
ALLT
高出2.0%
6.6%
净利率更高
ALLT
高出11.5%
-18.5%
自由现金流更多
ALLT
多$7.3M
$-3.3M
损益表 — Q2 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $24.1M | $61.9M |
| 净利润 | $-1.7M | $-11.5M |
| 毛利率 | 72.1% | 30.6% |
| 营业利润率 | -1.7% | -19.8% |
| 净利率 | -7.0% | -18.5% |
| 营收同比 | 8.5% | 6.6% |
| 净利润同比 | 49.6% | 16.3% |
| 每股收益（稀释后） | $-0.04 | $-2.01 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ALLTSILC
| Q4 25 | — | $61.9M | ||
| Q2 25 | $24.1M | — | ||
| Q1 25 | $23.1M | — | ||
| Q4 24 | — | $58.1M | ||
| Q2 24 | $22.2M | — | ||
| Q2 23 | $25.0M | — | ||
| Q2 22 | $32.8M | — |
净利润ALLTSILC
| Q4 25 | — | $-11.5M | ||
| Q2 25 | $-1.7M | — | ||
| Q1 25 | $-332.0K | — | ||
| Q4 24 | — | $-13.7M | ||
| Q2 24 | $-3.4M | — | ||
| Q2 23 | $-20.7M | — | ||
| Q2 22 | $-6.2M | — |
毛利率ALLTSILC
| Q4 25 | — | 30.6% | ||
| Q2 25 | 72.1% | — | ||
| Q1 25 | 69.3% | — | ||
| Q4 24 | — | 28.6% | ||
| Q2 24 | 68.5% | — | ||
| Q2 23 | 69.2% | — | ||
| Q2 22 | 68.7% | — |
营业利润率ALLTSILC
| Q4 25 | — | -19.8% | ||
| Q2 25 | -1.7% | — | ||
| Q1 25 | -3.1% | — | ||
| Q4 24 | — | -22.8% | ||
| Q2 24 | -15.2% | — | ||
| Q2 23 | -85.8% | — | ||
| Q2 22 | -19.8% | — |
净利率ALLTSILC
| Q4 25 | — | -18.5% | ||
| Q2 25 | -7.0% | — | ||
| Q1 25 | -1.4% | — | ||
| Q4 24 | — | -23.6% | ||
| Q2 24 | -15.1% | — | ||
| Q2 23 | -82.8% | — | ||
| Q2 22 | -19.0% | — |
每股收益（稀释后）ALLTSILC
| Q4 25 | — | $-2.01 | ||
| Q2 25 | $-0.04 | — | ||
| Q1 25 | $-0.01 | — | ||
| Q4 24 | — | $-2.28 | ||
| Q2 24 | $-0.09 | — | ||
| Q2 23 | $-0.55 | — | ||
| Q2 22 | $-0.17 | — |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $60.1M | $42.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $99.7M | $117.5M |
| 总资产 | $154.1M | $152.2M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ALLTSILC
| Q4 25 | — | $42.1M | ||
| Q2 25 | $60.1M | — | ||
| Q1 25 | $10.1M | — | ||
| Q4 24 | — | $72.1M | ||
| Q2 24 | $15.9M | — | ||
| Q2 23 | $15.5M | — | ||
| Q2 22 | $15.5M | — |
股东权益ALLTSILC
| Q4 25 | — | $117.5M | ||
| Q2 25 | $99.7M | — | ||
| Q1 25 | $50.0M | — | ||
| Q4 24 | — | $127.8M | ||
| Q2 24 | $46.7M | — | ||
| Q2 23 | $76.1M | — | ||
| Q2 22 | $114.4M | — |
总资产ALLTSILC
| Q4 25 | — | $152.2M | ||
| Q2 25 | $154.1M | — | ||
| Q1 25 | $140.3M | — | ||
| Q4 24 | — | $150.4M | ||
| Q2 24 | $132.5M | — | ||
| Q2 23 | $177.8M | — | ||
| Q2 22 | $229.3M | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $4.4M | $-2.2M |
| 自由现金流经营现金流 - 资本支出 | $4.0M | $-3.3M |
| 自由现金流率自由现金流/营收 | 16.5% | -5.4% |
| 资本支出强度资本支出/营收 | 1.7% | 1.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-6.0M | — |
8季度趋势，按日历期对齐
经营现金流ALLTSILC
| Q4 25 | — | $-2.2M | ||
| Q2 25 | $4.4M | — | ||
| Q1 25 | $1.7M | — | ||
| Q4 24 | — | $18.3M | ||
| Q2 24 | $1.2M | — | ||
| Q2 23 | $-11.3M | — | ||
| Q2 22 | $-7.8M | — |
自由现金流ALLTSILC
| Q4 25 | — | $-3.3M | ||
| Q2 25 | $4.0M | — | ||
| Q1 25 | $1.4M | — | ||
| Q4 24 | — | $17.4M | ||
| Q2 24 | $217.0K | — | ||
| Q2 23 | $-11.6M | — | ||
| Q2 22 | $-9.1M | — |
自由现金流率ALLTSILC
| Q4 25 | — | -5.4% | ||
| Q2 25 | 16.5% | — | ||
| Q1 25 | 6.1% | — | ||
| Q4 24 | — | 29.9% | ||
| Q2 24 | 1.0% | — | ||
| Q2 23 | -46.4% | — | ||
| Q2 22 | -27.7% | — |
资本支出强度ALLTSILC
| Q4 25 | — | 1.9% | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | — | 1.6% | ||
| Q2 24 | 4.3% | — | ||
| Q2 23 | 1.2% | — | ||
| Q2 22 | 3.9% | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
