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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与AMPCO PITTSBURGH CORP（AP）财务数据对比。点击上方公司名可切换其他公司
ALPHA & OMEGA SEMICONDUCTOR Ltd的季度营收约是AMPCO PITTSBURGH CORP的1.6倍（$163.8M vs $104.4M），ALPHA & OMEGA SEMICONDUCTOR Ltd净利率更高（-8.4% vs -55.2%，领先46.8%），AMPCO PITTSBURGH CORP同比增速更快（11.5% vs -0.5%），过去两年ALPHA & OMEGA SEMICONDUCTOR Ltd的营收复合增速更高（0.8% vs -2.6%）
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。
安普科匹兹堡公司是一家特种钢材制造商，总部位于宾夕法尼亚州匹兹堡市中心，1929年由多家此前已成立的小型钢铁企业合并组建而成。需要注意区分它和其他同样带有Ampco名称的企业，比如位于密尔沃基的铜基合金生产商、迈阿密的橱柜企业等。
AOSL vs AP — 直观对比
营收规模更大
AOSL
是对方的1.6倍
$104.4M
营收增速更快
AP
高出11.9%
-0.5%
净利率更高
AOSL
高出46.8%
-55.2%
两年增速更快
AOSL
近两年复合增速
-2.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $163.8M | $104.4M |
| 净利润 | $-13.8M | $-57.7M |
| 毛利率 | 21.1% | — |
| 营业利润率 | 70.3% | -54.0% |
| 净利率 | -8.4% | -55.2% |
| 营收同比 | -0.5% | 11.5% |
| 净利润同比 | -27.8% | -1958.9% |
| 每股收益（稀释后） | $-0.46 | $-2.87 |
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AOSLAP
| Q1 26 | $163.8M | — | ||
| Q4 25 | $162.3M | $104.4M | ||
| Q3 25 | $182.5M | $103.7M | ||
| Q2 25 | $176.5M | $108.9M | ||
| Q1 25 | $164.6M | $99.2M | ||
| Q4 24 | $173.2M | $93.6M | ||
| Q3 24 | $181.9M | $92.1M | ||
| Q2 24 | $161.3M | $107.1M |
净利润AOSLAP
| Q1 26 | $-13.8M | — | ||
| Q4 25 | $-13.3M | $-57.7M | ||
| Q3 25 | $-2.1M | $-2.2M | ||
| Q2 25 | $-77.1M | $-7.3M | ||
| Q1 25 | $-10.8M | $1.1M | ||
| Q4 24 | $-6.6M | $3.1M | ||
| Q3 24 | $-2.5M | $-2.0M | ||
| Q2 24 | $-2.7M | $2.0M |
毛利率AOSLAP
| 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AOSLAP
| Q1 26 | 70.3% | — | ||
| Q4 25 | -8.4% | -54.0% | ||
| Q3 25 | -2.5% | 1.1% | ||
| Q2 25 | -6.6% | -2.8% | ||
| Q1 25 | -6.5% | 3.9% | ||
| Q4 24 | -3.4% | 5.5% | ||
| Q3 24 | -0.1% | 2.0% | ||
| Q2 24 | -0.9% | 4.7% |
净利率AOSLAP
| Q1 26 | -8.4% | — | ||
| Q4 25 | -8.2% | -55.2% | ||
| Q3 25 | -1.2% | -2.1% | ||
| Q2 25 | -43.7% | -6.7% | ||
| Q1 25 | -6.6% | 1.2% | ||
| Q4 24 | -3.8% | 3.3% | ||
| Q3 24 | -1.4% | -2.1% | ||
| Q2 24 | -1.7% | 1.9% |
每股收益（稀释后）AOSLAP
| Q1 26 | $-0.46 | — | ||
| Q4 25 | $-0.45 | $-2.87 | ||
| Q3 25 | $-0.07 | $-0.11 | ||
| Q2 25 | $-2.61 | $-0.36 | ||
| Q1 25 | $-0.37 | $0.06 | ||
| Q4 24 | $-0.23 | $0.16 | ||
| Q3 24 | $-0.09 | $-0.10 | ||
| Q2 24 | $-0.09 | $0.10 |
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 | $190.3M | $10.7M |
| 总债务越低越好 | $4.4M | $117.9M |
| 股东权益账面价值 | $800.2M | $32.6M |
| 总资产 | $976.4M | $495.4M |
| 负债/权益比越低杠杆越低 | 0.01× | 3.61× |
8季度趋势，按日历期对齐
现金及短期投资AOSLAP
| Q1 26 | $190.3M | — | ||
| Q4 25 | $196.3M | $10.7M | ||
| Q3 25 | $223.5M | $15.0M | ||
| Q2 25 | $153.1M | $9.9M | ||
| Q1 25 | $169.4M | $7.1M | ||
| Q4 24 | $182.6M | $15.4M | ||
| Q3 24 | $176.0M | $11.8M | ||
| Q2 24 | $175.1M | $7.9M |
总债务AOSLAP
| Q1 26 | $4.4M | — | ||
| Q4 25 | — | $117.9M | ||
| Q3 25 | — | $119.0M | ||
| Q2 25 | $14.9M | $115.9M | ||
| Q1 25 | — | $115.0M | ||
| Q4 24 | — | $116.4M | ||
| Q3 24 | — | $116.0M | ||
| Q2 24 | $26.7M | $119.4M |
股东权益AOSLAP
| Q1 26 | $800.2M | — | ||
| Q4 25 | $818.8M | $32.6M | ||
| Q3 25 | $834.1M | $60.1M | ||
| Q2 25 | $822.3M | $62.7M | ||
| Q1 25 | $886.3M | $64.6M | ||
| Q4 24 | $902.6M | $58.9M | ||
| Q3 24 | $895.3M | $61.3M | ||
| Q2 24 | $891.6M | $58.0M |
总资产AOSLAP
| Q1 26 | $976.4M | — | ||
| Q4 25 | $1.0B | $495.4M | ||
| Q3 25 | $1.0B | $524.4M | ||
| Q2 25 | $1.0B | $537.2M | ||
| Q1 25 | $1.1B | $536.2M | ||
| Q4 24 | $1.1B | $530.9M | ||
| Q3 24 | $1.1B | $547.4M | ||
| Q2 24 | $1.1B | $560.8M |
负债/权益比AOSLAP
| Q1 26 | 0.01× | — | ||
| Q4 25 | — | 3.61× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | 0.02× | 1.85× | ||
| Q1 25 | — | 1.78× | ||
| Q4 24 | — | 1.98× | ||
| Q3 24 | — | 1.89× | ||
| Q2 24 | 0.03× | 2.06× |
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 | — | $2.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-64.0K |
| 自由现金流率自由现金流/营收 | — | -0.1% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 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 | — | $-8.1M |
8季度趋势，按日历期对齐
经营现金流AOSLAP
| Q1 26 | — | — | ||
| Q4 25 | $-8.1M | $2.7M | ||
| Q3 25 | $10.2M | $6.3M | ||
| Q2 25 | $-2.8M | $-2.3M | ||
| Q1 25 | $7.4M | $-5.3M | ||
| Q4 24 | $14.1M | $7.5M | ||
| Q3 24 | $11.0M | $11.4M | ||
| Q2 24 | $7.1M | $-5.3M |
自由现金流AOSLAP
| Q1 26 | — | — | ||
| Q4 25 | $-23.1M | $-64.0K | ||
| Q3 25 | $420.0K | $3.3M | ||
| Q2 25 | $-17.2M | $-3.8M | ||
| Q1 25 | $-1.1M | $-7.5M | ||
| Q4 24 | $6.6M | $3.7M | ||
| Q3 24 | $4.1M | $8.4M | ||
| Q2 24 | $-210.0K | $-8.0M |
自由现金流率AOSLAP
| Q1 26 | — | — | ||
| Q4 25 | -14.2% | -0.1% | ||
| Q3 25 | 0.2% | 3.2% | ||
| Q2 25 | -9.7% | -3.5% | ||
| Q1 25 | -0.6% | -7.5% | ||
| Q4 24 | 3.8% | 4.0% | ||
| Q3 24 | 2.3% | 9.1% | ||
| Q2 24 | -0.1% | -7.5% |
资本支出强度AOSLAP
| Q1 26 | — | — | ||
| Q4 25 | 9.2% | 2.7% | ||
| Q3 25 | 5.4% | 2.9% | ||
| Q2 25 | 8.1% | 1.3% | ||
| Q1 25 | 5.1% | 2.2% | ||
| Q4 24 | 4.3% | 4.0% | ||
| Q3 24 | 3.8% | 3.2% | ||
| Q2 24 | 4.5% | 2.5% |
现金转化率AOSLAP
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -4.62× | ||
| Q4 24 | — | 2.40× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -2.64× |
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
AOSL
暂无分部数据
AP
| Forged And Cast Mill Rolls | $67.0M | 64% |
| Air Handling Systems | $14.3M | 14% |
| Heat Exchange Coils | $13.1M | 13% |
| Centrifugal Pumps | $10.3M | 10% |
| Forged Engineered Products | $4.0M | 4% |
