vs
Aeluma, Inc.（ALMU）与格罗方德（GFS）财务数据对比。点击上方公司名可切换其他公司
格罗方德的季度营收约是Aeluma, Inc.的1327.0倍（$1.7B vs $1.3M）。格罗方德净利率更高（14.8% vs -145.7%，领先160.4%）。格罗方德同比增速更快（-2.9% vs -21.1%）
Aeluma, Inc.是一家总部位于美国的科技企业，专注于高性能光电组件及半导体产品的设计、研发与生产，核心产品包括光子传感器、激光二极管等，主要为激光雷达、5G/6G通信、工业传感、汽车领域的客户提供相关解决方案。
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
ALMU vs GFS — 直观对比
营收规模更大
GFS
是对方的1327.0倍
$1.3M
营收增速更快
GFS
高出18.2%
-21.1%
净利率更高
GFS
高出160.4%
-145.7%
损益表 — Q2 2026 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3M | $1.7B |
| 净利润 | $-1.9M | $249.0M |
| 毛利率 | 27.8% | 24.8% |
| 营业利润率 | -163.6% | 11.6% |
| 净利率 | -145.7% | 14.8% |
| 营收同比 | -21.1% | -2.9% |
| 净利润同比 | 36.0% | 39.9% |
| 每股收益（稀释后） | $-0.11 | $0.44 |
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ALMUGFS
| Q4 25 | $1.3M | — | ||
| Q3 25 | $1.4M | $1.7B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.6B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.6B | ||
| Q1 24 | — | $1.5B | ||
| Q3 23 | — | $1.9B |
净利润ALMUGFS
| Q4 25 | $-1.9M | — | ||
| Q3 25 | $-1.5M | $249.0M | ||
| Q2 25 | — | $228.0M | ||
| Q1 25 | — | $211.0M | ||
| Q3 24 | — | $178.0M | ||
| Q2 24 | — | $155.0M | ||
| Q1 24 | — | $134.0M | ||
| Q3 23 | — | $249.0M |
毛利率ALMUGFS
| Q4 25 | 27.8% | — | ||
| Q3 25 | 49.4% | 24.8% | ||
| Q2 25 | — | 24.2% | ||
| Q1 25 | — | 22.4% | ||
| Q3 24 | — | 23.8% | ||
| Q2 24 | — | 24.2% | ||
| Q1 24 | — | 25.4% | ||
| Q3 23 | — | 28.6% |
营业利润率ALMUGFS
| Q4 25 | -163.6% | — | ||
| Q3 25 | -116.1% | 11.6% | ||
| Q2 25 | — | 11.6% | ||
| Q1 25 | — | 9.5% | ||
| Q3 24 | — | 10.6% | ||
| Q2 24 | — | 9.5% | ||
| Q1 24 | — | 9.5% | ||
| Q3 23 | — | 14.1% |
净利率ALMUGFS
| Q4 25 | -145.7% | — | ||
| Q3 25 | -107.8% | 14.8% | ||
| Q2 25 | — | 13.5% | ||
| Q1 25 | — | 13.3% | ||
| Q3 24 | — | 10.2% | ||
| Q2 24 | — | 9.5% | ||
| Q1 24 | — | 8.7% | ||
| Q3 23 | — | 13.4% |
每股收益（稀释后）ALMUGFS
| Q4 25 | $-0.11 | — | ||
| Q3 25 | $-0.09 | $0.44 | ||
| Q2 25 | — | $0.41 | ||
| Q1 25 | — | $0.38 | ||
| Q3 24 | — | $0.32 | ||
| Q2 24 | — | $0.28 | ||
| Q1 24 | — | $0.24 | ||
| Q3 23 | — | $0.45 |
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 | $38.6M | $2.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $40.8M | $11.8B |
| 总资产 | $42.6M | $16.7B |
| 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ALMUGFS
| Q4 25 | $38.6M | — | ||
| Q3 25 | $25.9M | $2.0B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.6B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.2B | ||
| Q1 24 | — | $2.2B | ||
| Q3 23 | — | $1.9B |
股东权益ALMUGFS
| Q4 25 | $40.8M | — | ||
| Q3 25 | $40.9M | $11.8B | ||
| Q2 25 | — | $11.5B | ||
| Q1 25 | — | $11.1B | ||
| Q3 24 | — | $11.6B | ||
| Q2 24 | — | $11.3B | ||
| Q1 24 | — | $11.3B | ||
| Q3 23 | — | $10.8B |
总资产ALMUGFS
| Q4 25 | $42.6M | — | ||
| Q3 25 | $42.7M | $16.7B | ||
| Q2 25 | — | $16.8B | ||
| Q1 25 | — | $16.5B | ||
| Q3 24 | — | $18.1B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | $17.8B |
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 | $-251.0K | $595.0M |
| 自由现金流经营现金流 - 资本支出 | $-282.0K | — |
| 自由现金流率自由现金流/营收 | -22.2% | — |
| 资本支出强度资本支出/营收 | 2.4% | — |
| 现金转化率经营现金流/净利润 | — | 2.39× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ALMUGFS
| Q4 25 | $-251.0K | — | ||
| Q3 25 | $-815.0K | $595.0M | ||
| Q2 25 | — | $431.0M | ||
| Q1 25 | — | $331.0M | ||
| Q3 24 | — | $375.0M | ||
| Q2 24 | — | $402.0M | ||
| Q1 24 | — | $488.0M | ||
| Q3 23 | — | $416.0M |
自由现金流ALMUGFS
| Q4 25 | $-282.0K | — | ||
| Q3 25 | $-1.0M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — |
自由现金流率ALMUGFS
| Q4 25 | -22.2% | — | ||
| Q3 25 | -74.0% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — |
资本支出强度ALMUGFS
| Q4 25 | 2.4% | — | ||
| Q3 25 | 15.2% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — |
现金转化率ALMUGFS
| Q4 25 | — | — | ||
| Q3 25 | — | 2.39× | ||
| Q2 25 | — | 1.89× | ||
| Q1 25 | — | 1.57× | ||
| Q3 24 | — | 2.11× | ||
| Q2 24 | — | 2.59× | ||
| Q1 24 | — | 3.64× | ||
| Q3 23 | — | 1.67× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ALMU
暂无分部数据
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
