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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与AerSale Corp（ASLE）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AerSale Corp的1.8倍（$162.3M vs $90.9M），AerSale Corp净利率更高（5.9% vs -8.2%，领先14.1%），AerSale Corp同比增速更快（-4.0% vs -6.3%），AerSale Corp自由现金流更多（$9.8M vs $-23.1M），过去两年ALPHA & OMEGA SEMICONDUCTOR Ltd的营收复合增速更高（4.0% vs 0.2%）
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。
AerSale Corp总部位于美国佛罗里达州多拉市，是一家面向航空领域的全球供应商，主要为客运及货运航空公司、政府机构、跨国整机制造商与独立维修机构提供商用喷气飞机二手整机、发动机、航空耗材，并提供航空工程服务，同时该公司也是飞机机队回收协会的成员企业。
AOSL vs ASLE — 直观对比
营收规模更大
AOSL
是对方的1.8倍
$90.9M
营收增速更快
ASLE
高出2.3%
-6.3%
净利率更高
ASLE
高出14.1%
-8.2%
自由现金流更多
ASLE
多$32.9M
$-23.1M
两年增速更快
AOSL
近两年复合增速
0.2%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $162.3M | $90.9M |
| 净利润 | $-13.3M | $5.4M |
| 毛利率 | 21.5% | 34.1% |
| 营业利润率 | -8.4% | 7.8% |
| 净利率 | -8.2% | 5.9% |
| 营收同比 | -6.3% | -4.0% |
| 净利润同比 | -101.0% | 99.7% |
| 每股收益（稀释后） | $-0.45 | $0.10 |
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AOSLASLE
| Q4 25 | $162.3M | $90.9M | ||
| Q3 25 | $182.5M | $71.2M | ||
| Q2 25 | $176.5M | $107.4M | ||
| Q1 25 | $164.6M | $65.8M | ||
| Q4 24 | $173.2M | $94.7M | ||
| Q3 24 | $181.9M | $82.7M | ||
| Q2 24 | $161.3M | $77.1M | ||
| Q1 24 | $150.1M | $90.5M |
净利润AOSLASLE
| Q4 25 | $-13.3M | $5.4M | ||
| Q3 25 | $-2.1M | $-120.0K | ||
| Q2 25 | $-77.1M | $8.6M | ||
| Q1 25 | $-10.8M | $-5.3M | ||
| Q4 24 | $-6.6M | $2.7M | ||
| Q3 24 | $-2.5M | $509.0K | ||
| Q2 24 | $-2.7M | $-3.6M | ||
| Q1 24 | $-11.2M | $6.3M |
毛利率AOSLASLE
| Q4 25 | 21.5% | 34.1% | ||
| Q3 25 | 23.5% | 30.2% | ||
| Q2 25 | 23.4% | 32.9% | ||
| Q1 25 | 21.4% | 27.3% | ||
| Q4 24 | 23.1% | 31.4% | ||
| Q3 24 | 24.5% | 28.6% | ||
| Q2 24 | 25.7% | 28.2% | ||
| Q1 24 | 23.7% | 31.8% |
营业利润率AOSLASLE
| Q4 25 | -8.4% | 7.8% | ||
| Q3 25 | -2.5% | 4.0% | ||
| Q2 25 | -6.6% | 11.7% | ||
| Q1 25 | -6.5% | -10.1% | ||
| Q4 24 | -3.4% | 5.2% | ||
| Q3 24 | -0.1% | 2.4% | ||
| Q2 24 | -0.9% | -2.4% | ||
| Q1 24 | -7.0% | 5.2% |
净利率AOSLASLE
| Q4 25 | -8.2% | 5.9% | ||
| Q3 25 | -1.2% | -0.2% | ||
| Q2 25 | -43.7% | 8.0% | ||
| Q1 25 | -6.6% | -8.0% | ||
| Q4 24 | -3.8% | 2.9% | ||
| Q3 24 | -1.4% | 0.6% | ||
| Q2 24 | -1.7% | -4.7% | ||
| Q1 24 | -7.5% | 6.9% |
每股收益（稀释后）AOSLASLE
| Q4 25 | $-0.45 | $0.10 | ||
| Q3 25 | $-0.07 | $0.00 | ||
| Q2 25 | $-2.61 | $0.18 | ||
| Q1 25 | $-0.37 | $-0.10 | ||
| Q4 24 | $-0.23 | $0.05 | ||
| Q3 24 | $-0.09 | $0.01 | ||
| Q2 24 | $-0.09 | $-0.07 | ||
| Q1 24 | $-0.39 | $0.12 |
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 | $196.3M | $4.4M |
| 总债务越低越好 | — | $1.3M |
| 股东权益账面价值 | $818.8M | $424.4M |
| 总资产 | $1.0B | $640.5M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AOSLASLE
| Q4 25 | $196.3M | $4.4M | ||
| Q3 25 | $223.5M | $5.3M | ||
| Q2 25 | $153.1M | $5.7M | ||
| Q1 25 | $169.4M | $4.7M | ||
| Q4 24 | $182.6M | $4.7M | ||
| Q3 24 | $176.0M | $9.8M | ||
| Q2 24 | $175.1M | $4.3M | ||
| Q1 24 | $174.4M | $2.6M |
总债务AOSLASLE
| Q4 25 | — | $1.3M | ||
| Q3 25 | — | $1.5M | ||
| Q2 25 | $14.9M | $907.0K | ||
| Q1 25 | — | $1.1M | ||
| Q4 24 | — | $1.2M | ||
| Q3 24 | — | $376.0K | ||
| Q2 24 | $26.7M | $522.0K | ||
| Q1 24 | — | $3.5M |
股东权益AOSLASLE
| Q4 25 | $818.8M | $424.4M | ||
| Q3 25 | $834.1M | $417.1M | ||
| Q2 25 | $822.3M | $415.9M | ||
| Q1 25 | $886.3M | $406.5M | ||
| Q4 24 | $902.6M | $455.6M | ||
| Q3 24 | $895.3M | $451.5M | ||
| Q2 24 | $891.6M | $449.8M | ||
| Q1 24 | $888.9M | $452.0M |
总资产AOSLASLE
| Q4 25 | $1.0B | $640.5M | ||
| Q3 25 | $1.0B | $646.3M | ||
| Q2 25 | $1.0B | $646.7M | ||
| Q1 25 | $1.1B | $646.1M | ||
| Q4 24 | $1.1B | $604.7M | ||
| Q3 24 | $1.1B | $601.5M | ||
| Q2 24 | $1.1B | $598.7M | ||
| Q1 24 | $1.2B | $571.7M |
负债/权益比AOSLASLE
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | 0.02× | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | 0.03× | 0.00× | ||
| Q1 24 | — | 0.01× |
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 | $-8.1M | $11.4M |
| 自由现金流经营现金流 - 资本支出 | $-23.1M | $9.8M |
| 自由现金流率自由现金流/营收 | -14.2% | 10.8% |
| 资本支出强度资本支出/营收 | 9.2% | 1.7% |
| 现金转化率经营现金流/净利润 | — | 2.11× |
| 过去12个月自由现金流最近4个季度 | $-40.9M | $-29.1M |
8季度趋势，按日历期对齐
经营现金流AOSLASLE
| Q4 25 | $-8.1M | $11.4M | ||
| Q3 25 | $10.2M | $-8.9M | ||
| Q2 25 | $-2.8M | $19.8M | ||
| Q1 25 | $7.4M | $-45.2M | ||
| Q4 24 | $14.1M | $37.5M | ||
| Q3 24 | $11.0M | $10.4M | ||
| Q2 24 | $7.1M | $-15.3M | ||
| Q1 24 | $28.2M | $-21.5M |
自由现金流AOSLASLE
| Q4 25 | $-23.1M | $9.8M | ||
| Q3 25 | $420.0K | $-9.8M | ||
| Q2 25 | $-17.2M | $18.6M | ||
| Q1 25 | $-1.1M | $-47.6M | ||
| Q4 24 | $6.6M | $32.3M | ||
| Q3 24 | $4.1M | $8.9M | ||
| Q2 24 | $-210.0K | $-18.9M | ||
| Q1 24 | $20.5M | $-25.0M |
自由现金流率AOSLASLE
| Q4 25 | -14.2% | 10.8% | ||
| Q3 25 | 0.2% | -13.8% | ||
| Q2 25 | -9.7% | 17.3% | ||
| Q1 25 | -0.6% | -72.4% | ||
| Q4 24 | 3.8% | 34.0% | ||
| Q3 24 | 2.3% | 10.7% | ||
| Q2 24 | -0.1% | -24.6% | ||
| Q1 24 | 13.7% | -27.7% |
资本支出强度AOSLASLE
| Q4 25 | 9.2% | 1.7% | ||
| Q3 25 | 5.4% | 1.3% | ||
| Q2 25 | 8.1% | 1.1% | ||
| Q1 25 | 5.1% | 3.7% | ||
| Q4 24 | 4.3% | 5.6% | ||
| Q3 24 | 3.8% | 1.9% | ||
| Q2 24 | 4.5% | 4.7% | ||
| Q1 24 | 5.2% | 3.9% |
现金转化率AOSLASLE
| Q4 25 | — | 2.11× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.31× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 13.89× | ||
| Q3 24 | — | 20.52× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -3.42× |
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
| Power Discrete | $101.0M | 62% |
| Power Ic | $58.8M | 36% |
| Packaging And Testing Services | $2.5M | 2% |
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
