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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与Ategrity Specialty Insurance Co Holdings（ASIC）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Ategrity Specialty Insurance Co Holdings的1.4倍（$163.8M vs $116.1M），Ategrity Specialty Insurance Co Holdings净利率更高（19.5% vs -8.4%，领先27.9%）
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。
Ategrity Specialty Insurance Co Holdings是一家特种保险控股企业，提供商业财产及意外伤害保险解决方案，主营超额与盈余线保险业务，服务美国本土建筑、医疗、小型企业等细分领域，为标准保险公司通常不承接的特殊风险提供定制化保单。
AOSL vs ASIC — 直观对比
营收规模更大
AOSL
是对方的1.4倍
$116.1M
净利率更高
ASIC
高出27.9%
-8.4%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $163.8M | $116.1M |
| 净利润 | $-13.8M | $22.7M |
| 毛利率 | 21.1% | — |
| 营业利润率 | 70.3% | 25.6% |
| 净利率 | -8.4% | 19.5% |
| 营收同比 | -0.5% | — |
| 净利润同比 | -27.8% | — |
| 每股收益（稀释后） | $-0.46 | $0.45 |
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AOSLASIC
| Q1 26 | $163.8M | — | ||
| Q4 25 | $162.3M | — | ||
| Q3 25 | $182.5M | $116.1M | ||
| Q2 25 | $176.5M | $101.8M | ||
| Q1 25 | $164.6M | — | ||
| Q4 24 | $173.2M | — | ||
| Q3 24 | $181.9M | — | ||
| Q2 24 | $161.3M | — |
净利润AOSLASIC
| Q1 26 | $-13.8M | — | ||
| Q4 25 | $-13.3M | — | ||
| Q3 25 | $-2.1M | $22.7M | ||
| Q2 25 | $-77.1M | $17.6M | ||
| Q1 25 | $-10.8M | — | ||
| Q4 24 | $-6.6M | — | ||
| Q3 24 | $-2.5M | — | ||
| Q2 24 | $-2.7M | — |
毛利率AOSLASIC
| 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AOSLASIC
| Q1 26 | 70.3% | — | ||
| Q4 25 | -8.4% | — | ||
| Q3 25 | -2.5% | 25.6% | ||
| Q2 25 | -6.6% | 21.9% | ||
| Q1 25 | -6.5% | — | ||
| Q4 24 | -3.4% | — | ||
| Q3 24 | -0.1% | — | ||
| Q2 24 | -0.9% | — |
净利率AOSLASIC
| Q1 26 | -8.4% | — | ||
| Q4 25 | -8.2% | — | ||
| Q3 25 | -1.2% | 19.5% | ||
| Q2 25 | -43.7% | 17.3% | ||
| Q1 25 | -6.6% | — | ||
| Q4 24 | -3.8% | — | ||
| Q3 24 | -1.4% | — | ||
| Q2 24 | -1.7% | — |
每股收益（稀释后）AOSLASIC
| Q1 26 | $-0.46 | — | ||
| Q4 25 | $-0.45 | — | ||
| Q3 25 | $-0.07 | $0.45 | ||
| Q2 25 | $-2.61 | $0.39 | ||
| Q1 25 | $-0.37 | — | ||
| Q4 24 | $-0.23 | — | ||
| Q3 24 | $-0.09 | — | ||
| Q2 24 | $-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 | $190.3M | $34.3M |
| 总债务越低越好 | $4.4M | — |
| 股东权益账面价值 | $800.2M | $588.6M |
| 总资产 | $976.4M | $1.4B |
| 负债/权益比越低杠杆越低 | 0.01× | — |
8季度趋势，按日历期对齐
现金及短期投资AOSLASIC
| Q1 26 | $190.3M | — | ||
| Q4 25 | $196.3M | — | ||
| Q3 25 | $223.5M | $34.3M | ||
| Q2 25 | $153.1M | $23.5M | ||
| Q1 25 | $169.4M | — | ||
| Q4 24 | $182.6M | — | ||
| Q3 24 | $176.0M | — | ||
| Q2 24 | $175.1M | — |
总债务AOSLASIC
| Q1 26 | $4.4M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $14.9M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $26.7M | — |
股东权益AOSLASIC
| Q1 26 | $800.2M | — | ||
| Q4 25 | $818.8M | — | ||
| Q3 25 | $834.1M | $588.6M | ||
| Q2 25 | $822.3M | $559.7M | ||
| Q1 25 | $886.3M | — | ||
| Q4 24 | $902.6M | — | ||
| Q3 24 | $895.3M | — | ||
| Q2 24 | $891.6M | — |
总资产AOSLASIC
| Q1 26 | $976.4M | — | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — |
负债/权益比AOSLASIC
| Q1 26 | 0.01× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.02× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 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 | — | $41.1M |
| 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 | — | — |
| 现金转化率经营现金流/净利润 | — | 1.81× |
| 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AOSLASIC
| Q1 26 | — | — | ||
| Q4 25 | $-8.1M | — | ||
| Q3 25 | $10.2M | $41.1M | ||
| Q2 25 | $-2.8M | $50.8M | ||
| Q1 25 | $7.4M | — | ||
| Q4 24 | $14.1M | — | ||
| Q3 24 | $11.0M | — | ||
| Q2 24 | $7.1M | — |
自由现金流AOSLASIC
| Q1 26 | — | — | ||
| Q4 25 | $-23.1M | — | ||
| Q3 25 | $420.0K | — | ||
| Q2 25 | $-17.2M | — | ||
| Q1 25 | $-1.1M | — | ||
| Q4 24 | $6.6M | — | ||
| Q3 24 | $4.1M | — | ||
| Q2 24 | $-210.0K | — |
自由现金流率AOSLASIC
| Q1 26 | — | — | ||
| Q4 25 | -14.2% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | -9.7% | — | ||
| Q1 25 | -0.6% | — | ||
| Q4 24 | 3.8% | — | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | -0.1% | — |
资本支出强度AOSLASIC
| Q1 26 | — | — | ||
| Q4 25 | 9.2% | — | ||
| Q3 25 | 5.4% | — | ||
| Q2 25 | 8.1% | — | ||
| Q1 25 | 5.1% | — | ||
| Q4 24 | 4.3% | — | ||
| Q3 24 | 3.8% | — | ||
| Q2 24 | 4.5% | — |
现金转化率AOSLASIC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.81× | ||
| Q2 25 | — | 2.88× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
