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Antero Midstream Corp（AM）与ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）财务数据对比。点击上方公司名可切换其他公司
Antero Midstream Corp的季度营收约是ALPHA & OMEGA SEMICONDUCTOR Ltd的1.8倍（$291.1M vs $163.8M），Antero Midstream Corp净利率更高（41.5% vs -8.4%，领先49.9%），ALPHA & OMEGA SEMICONDUCTOR Ltd同比增速更快（-0.5% vs -7.3%），过去两年Antero Midstream Corp的营收复合增速更高（3.9% vs 0.8%）
Antero Midstream Corp是美国能源企业，注册地为特拉华州，总部设于科罗拉多州丹佛市。公司全部油气储量均位于阿巴拉契亚盆地，采用水力压裂技术开采，核心业务涵盖油气勘探开发相关领域。
Alpha & Omega Semiconductor是一家专业功率半导体供应商，主营功率MOSFET、IGBT、模拟芯片及电源管理模块的研发、生产与销售，产品广泛应用于消费电子、工业设备、汽车、通信和计算等领域，业务覆盖全球主要市场。
AM vs AOSL — 直观对比
营收规模更大
AM
是对方的1.8倍
$163.8M
营收增速更快
AOSL
高出6.9%
-7.3%
净利率更高
AM
高出49.9%
-8.4%
两年增速更快
AM
近两年复合增速
0.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $291.1M | $163.8M |
| 净利润 | $120.7M | $-13.8M |
| 毛利率 | — | 21.1% |
| 营业利润率 | 60.9% | 70.3% |
| 净利率 | 41.5% | -8.4% |
| 营收同比 | -7.3% | -0.5% |
| 净利润同比 | 2.1% | -27.8% |
| 每股收益（稀释后） | $0.25 | $-0.46 |
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AMAOSL
| Q1 26 | $291.1M | $163.8M | ||
| Q4 25 | $297.0M | $162.3M | ||
| Q3 25 | $294.8M | $182.5M | ||
| Q2 25 | $305.5M | $176.5M | ||
| Q1 25 | $291.1M | $164.6M | ||
| Q4 24 | $287.5M | $173.2M | ||
| Q3 24 | $269.9M | $181.9M | ||
| Q2 24 | $269.8M | $161.3M |
净利润AMAOSL
| Q1 26 | $120.7M | $-13.8M | ||
| Q4 25 | $51.9M | $-13.3M | ||
| Q3 25 | $116.0M | $-2.1M | ||
| Q2 25 | $124.5M | $-77.1M | ||
| Q1 25 | $120.7M | $-10.8M | ||
| Q4 24 | $111.2M | $-6.6M | ||
| Q3 24 | $99.7M | $-2.5M | ||
| Q2 24 | $86.0M | $-2.7M |
毛利率AMAOSL
| Q1 26 | — | 21.1% | ||
| Q4 25 | — | 21.5% | ||
| Q3 25 | — | 23.5% | ||
| Q2 25 | — | 23.4% | ||
| Q1 25 | — | 21.4% | ||
| Q4 24 | — | 23.1% | ||
| Q3 24 | — | 24.5% | ||
| Q2 24 | — | 25.7% |
营业利润率AMAOSL
| Q1 26 | 60.9% | 70.3% | ||
| Q4 25 | 33.8% | -8.4% | ||
| Q3 25 | 61.2% | -2.5% | ||
| Q2 25 | 61.0% | -6.6% | ||
| Q1 25 | 60.9% | -6.5% | ||
| Q4 24 | 61.8% | -3.4% | ||
| Q3 24 | 60.2% | -0.1% | ||
| Q2 24 | 56.6% | -0.9% |
净利率AMAOSL
| Q1 26 | 41.5% | -8.4% | ||
| Q4 25 | 17.5% | -8.2% | ||
| Q3 25 | 39.3% | -1.2% | ||
| Q2 25 | 40.8% | -43.7% | ||
| Q1 25 | 41.5% | -6.6% | ||
| Q4 24 | 38.7% | -3.8% | ||
| Q3 24 | 37.0% | -1.4% | ||
| Q2 24 | 31.9% | -1.7% |
每股收益（稀释后）AMAOSL
| Q1 26 | $0.25 | $-0.46 | ||
| Q4 25 | $0.11 | $-0.45 | ||
| Q3 25 | $0.24 | $-0.07 | ||
| Q2 25 | $0.26 | $-2.61 | ||
| Q1 25 | $0.25 | $-0.37 | ||
| Q4 24 | $0.23 | $-0.23 | ||
| Q3 24 | $0.21 | $-0.09 | ||
| Q2 24 | $0.18 | $-0.09 |
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 | $180.4M | $190.3M |
| 总债务越低越好 | $3.2B | $4.4M |
| 股东权益账面价值 | $2.0B | $800.2M |
| 总资产 | $5.9B | $976.4M |
| 负债/权益比越低杠杆越低 | 1.63× | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资AMAOSL
| Q1 26 | $180.4M | $190.3M | ||
| Q4 25 | $180.4M | $196.3M | ||
| Q3 25 | — | $223.5M | ||
| Q2 25 | — | $153.1M | ||
| Q1 25 | — | $169.4M | ||
| Q4 24 | — | $182.6M | ||
| Q3 24 | — | $176.0M | ||
| Q2 24 | — | $175.1M |
总债务AMAOSL
| Q1 26 | $3.2B | $4.4M | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $3.0B | $14.9M | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.2B | $26.7M |
股东权益AMAOSL
| Q1 26 | $2.0B | $800.2M | ||
| Q4 25 | $2.0B | $818.8M | ||
| Q3 25 | $2.1B | $834.1M | ||
| Q2 25 | $2.1B | $822.3M | ||
| Q1 25 | $2.1B | $886.3M | ||
| Q4 24 | $2.1B | $902.6M | ||
| Q3 24 | $2.1B | $895.3M | ||
| Q2 24 | $2.1B | $891.6M |
总资产AMAOSL
| Q1 26 | $5.9B | $976.4M | ||
| Q4 25 | $5.9B | $1.0B | ||
| Q3 25 | $5.7B | $1.0B | ||
| Q2 25 | $5.7B | $1.0B | ||
| Q1 25 | $5.8B | $1.1B | ||
| Q4 24 | $5.8B | $1.1B | ||
| Q3 24 | $5.8B | $1.1B | ||
| Q2 24 | $5.8B | $1.1B |
负债/权益比AMAOSL
| Q1 26 | 1.63× | 0.01× | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.46× | — | ||
| Q2 25 | 1.45× | 0.02× | ||
| Q1 25 | 1.49× | — | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 1.49× | — | ||
| Q2 24 | 1.50× | 0.03× |
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 | $198.9M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 11.1% | — |
| 现金转化率经营现金流/净利润 | 1.65× | — |
| 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AMAOSL
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | $-8.1M | ||
| Q3 25 | $212.8M | $10.2M | ||
| Q2 25 | $265.2M | $-2.8M | ||
| Q1 25 | $198.9M | $7.4M | ||
| Q4 24 | $232.7M | $14.1M | ||
| Q3 24 | $184.9M | $11.0M | ||
| Q2 24 | $215.8M | $7.1M |
自由现金流AMAOSL
| Q1 26 | — | — | ||
| Q4 25 | — | $-23.1M | ||
| Q3 25 | — | $420.0K | ||
| Q2 25 | — | $-17.2M | ||
| Q1 25 | — | $-1.1M | ||
| Q4 24 | — | $6.6M | ||
| Q3 24 | $184.3M | $4.1M | ||
| Q2 24 | $147.2M | $-210.0K |
自由现金流率AMAOSL
| Q1 26 | — | — | ||
| Q4 25 | — | -14.2% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | -9.7% | ||
| Q1 25 | — | -0.6% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | 68.3% | 2.3% | ||
| Q2 24 | 54.6% | -0.1% |
资本支出强度AMAOSL
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | 9.2% | ||
| Q3 25 | — | 5.4% | ||
| Q2 25 | — | 8.1% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | 0.0% | 4.3% | ||
| Q3 24 | 0.2% | 3.8% | ||
| Q2 24 | 25.4% | 4.5% |
现金转化率AMAOSL
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | — | ||
| Q3 25 | 1.84× | — | ||
| Q2 25 | 2.13× | — | ||
| Q1 25 | 1.65× | — | ||
| Q4 24 | 2.09× | — | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 2.51× | — |
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
AM
| Gathering and compression–Antero Resources | $238.0M | 82% |
| Other | $52.3M | 18% |
| Water handling–third party | $505.0K | 0% |
| Gathering and compression–third party | $295.0K | 0% |
AOSL
暂无分部数据
