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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与BALCHEM CORP（BCPC）财务数据对比。点击上方公司名可切换其他公司
BALCHEM CORP的季度营收约是ALPHA & OMEGA SEMICONDUCTOR Ltd的1.7倍（$270.7M vs $163.8M），BALCHEM CORP净利率更高（14.9% vs -8.4%，领先23.3%），BALCHEM CORP同比增速更快（8.1% vs -0.5%），过去两年BALCHEM CORP的营收复合增速更高（7.5% vs 0.8%）
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。
Balchem Corp是一家全球特种化学品与营养原料供应商，核心业务覆盖人类营养、动物保健、制药、工业应用四大领域，为北美、欧洲、亚太等地区的客户提供定制化专用原料产品。
AOSL vs BCPC — 直观对比
营收规模更大
BCPC
是对方的1.7倍
$163.8M
营收增速更快
BCPC
高出8.5%
-0.5%
净利率更高
BCPC
高出23.3%
-8.4%
两年增速更快
BCPC
近两年复合增速
0.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $163.8M | $270.7M |
| 净利润 | $-13.8M | $40.3M |
| 毛利率 | 21.1% | — |
| 营业利润率 | 70.3% | 20.5% |
| 净利率 | -8.4% | 14.9% |
| 营收同比 | -0.5% | 8.1% |
| 净利润同比 | -27.8% | 8.7% |
| 每股收益（稀释后） | $-0.46 | $1.25 |
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AOSLBCPC
| Q1 26 | $163.8M | $270.7M | ||
| Q4 25 | $162.3M | $263.6M | ||
| Q3 25 | $182.5M | $267.6M | ||
| Q2 25 | $176.5M | $255.5M | ||
| Q1 25 | $164.6M | $250.5M | ||
| Q4 24 | $173.2M | $240.0M | ||
| Q3 24 | $181.9M | $239.9M | ||
| Q2 24 | $161.3M | $234.1M |
净利润AOSLBCPC
| Q1 26 | $-13.8M | $40.3M | ||
| Q4 25 | $-13.3M | $39.2M | ||
| Q3 25 | $-2.1M | $40.3M | ||
| Q2 25 | $-77.1M | $38.3M | ||
| Q1 25 | $-10.8M | $37.1M | ||
| Q4 24 | $-6.6M | $33.6M | ||
| Q3 24 | $-2.5M | $33.8M | ||
| Q2 24 | $-2.7M | $32.1M |
毛利率AOSLBCPC
| Q1 26 | 21.1% | — | ||
| Q4 25 | 21.5% | 35.6% | ||
| Q3 25 | 23.5% | 35.7% | ||
| Q2 25 | 23.4% | 36.4% | ||
| Q1 25 | 21.4% | 35.2% | ||
| Q4 24 | 23.1% | 36.0% | ||
| Q3 24 | 24.5% | 35.6% | ||
| Q2 24 | 25.7% | 35.5% |
营业利润率AOSLBCPC
| Q1 26 | 70.3% | 20.5% | ||
| Q4 25 | -8.4% | 19.8% | ||
| Q3 25 | -2.5% | 20.4% | ||
| Q2 25 | -6.6% | 20.1% | ||
| Q1 25 | -6.5% | 20.4% | ||
| Q4 24 | -3.4% | 19.8% | ||
| Q3 24 | -0.1% | 20.0% | ||
| Q2 24 | -0.9% | 19.6% |
净利率AOSLBCPC
| Q1 26 | -8.4% | 14.9% | ||
| Q4 25 | -8.2% | 14.9% | ||
| Q3 25 | -1.2% | 15.1% | ||
| Q2 25 | -43.7% | 15.0% | ||
| Q1 25 | -6.6% | 14.8% | ||
| Q4 24 | -3.8% | 14.0% | ||
| Q3 24 | -1.4% | 14.1% | ||
| Q2 24 | -1.7% | 13.7% |
每股收益（稀释后）AOSLBCPC
| Q1 26 | $-0.46 | $1.25 | ||
| Q4 25 | $-0.45 | $1.21 | ||
| Q3 25 | $-0.07 | $1.24 | ||
| Q2 25 | $-2.61 | $1.17 | ||
| Q1 25 | $-0.37 | $1.13 | ||
| Q4 24 | $-0.23 | $1.03 | ||
| Q3 24 | $-0.09 | $1.03 | ||
| Q2 24 | $-0.09 | $0.98 |
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 | $72.9M |
| 总债务越低越好 | $4.4M | — |
| 股东权益账面价值 | $800.2M | $1.3B |
| 总资产 | $976.4M | $1.7B |
| 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AOSLBCPC
| Q1 26 | $190.3M | $72.9M | ||
| Q4 25 | $196.3M | $74.6M | ||
| Q3 25 | $223.5M | $65.1M | ||
| Q2 25 | $153.1M | $65.4M | ||
| Q1 25 | $169.4M | $49.9M | ||
| Q4 24 | $182.6M | $49.5M | ||
| Q3 24 | $176.0M | $73.7M | ||
| Q2 24 | $175.1M | $63.7M |
总债务AOSLBCPC
| 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AOSLBCPC
| Q1 26 | $800.2M | $1.3B | ||
| Q4 25 | $818.8M | $1.3B | ||
| Q3 25 | $834.1M | $1.3B | ||
| Q2 25 | $822.3M | $1.3B | ||
| Q1 25 | $886.3M | $1.2B | ||
| Q4 24 | $902.6M | $1.1B | ||
| Q3 24 | $895.3M | $1.2B | ||
| Q2 24 | $891.6M | $1.1B |
总资产AOSLBCPC
| Q1 26 | $976.4M | $1.7B | ||
| Q4 25 | $1.0B | $1.7B | ||
| Q3 25 | $1.0B | $1.7B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.1B | $1.6B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $1.1B | $1.6B |
负债/权益比AOSLBCPC
| 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 | — | $40.1M |
| 自由现金流经营现金流 - 资本支出 | — | $33.8M |
| 自由现金流率自由现金流/营收 | — | 12.5% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | — | 0.99× |
| 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AOSLBCPC
| Q1 26 | — | $40.1M | ||
| Q4 25 | $-8.1M | $67.3M | ||
| Q3 25 | $10.2M | $65.6M | ||
| Q2 25 | $-2.8M | $47.3M | ||
| Q1 25 | $7.4M | $36.5M | ||
| Q4 24 | $14.1M | $52.3M | ||
| Q3 24 | $11.0M | $51.3M | ||
| Q2 24 | $7.1M | $45.0M |
自由现金流AOSLBCPC
| Q1 26 | — | $33.8M | ||
| 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AOSLBCPC
| Q1 26 | — | 12.5% | ||
| 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AOSLBCPC
| Q1 26 | — | 2.3% | ||
| 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AOSLBCPC
| Q1 26 | — | 0.99× | ||
| Q4 25 | — | 1.72× | ||
| Q3 25 | — | 1.63× | ||
| Q2 25 | — | 1.23× | ||
| Q1 25 | — | 0.98× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | — | 1.52× | ||
| Q2 24 | — | 1.40× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
