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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与Forestar Group Inc.（FOR）财务数据对比。点击上方公司名可切换其他公司
Forestar Group Inc.的季度营收约是ALPHA & OMEGA SEMICONDUCTOR Ltd的1.7倍（$273.0M vs $162.3M），Forestar Group Inc.净利率更高（5.6% vs -8.2%，领先13.8%），Forestar Group Inc.同比增速更快（9.0% vs -6.3%），ALPHA & OMEGA SEMICONDUCTOR Ltd自由现金流更多（$-23.1M vs $-157.1M），过去两年ALPHA & OMEGA SEMICONDUCTOR Ltd的营收复合增速更高（4.0% vs -9.6%）
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。
福雷斯特集团是一家住宅地块开发企业，总部位于得克萨斯州阿灵顿，业务覆盖美国21个州的51个市场。截至2020年12月31日的12个月内，该公司交付了11518块住宅地块，目前在纽约证券交易所上市，自2002年起就是美国规模最大的住宅建筑商D.R. Horton的控股子公司。
AOSL vs FOR — 直观对比
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $162.3M | $273.0M |
| 净利润 | $-13.3M | $15.4M |
| 毛利率 | 21.5% | 20.1% |
| 营业利润率 | -8.4% | 7.6% |
| 净利率 | -8.2% | 5.6% |
| 营收同比 | -6.3% | 9.0% |
| 净利润同比 | -101.0% | -6.7% |
| 每股收益（稀释后） | $-0.45 | $0.30 |
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
| Q4 25 | $162.3M | $273.0M | ||
| Q3 25 | $182.5M | $670.5M | ||
| Q2 25 | $176.5M | $390.5M | ||
| Q1 25 | $164.6M | $351.0M | ||
| Q4 24 | $173.2M | $250.4M | ||
| Q3 24 | $181.9M | $551.3M | ||
| Q2 24 | $161.3M | $318.4M | ||
| Q1 24 | $150.1M | $333.8M |
| Q4 25 | $-13.3M | $15.4M | ||
| Q3 25 | $-2.1M | $86.9M | ||
| Q2 25 | $-77.1M | $32.9M | ||
| Q1 25 | $-10.8M | $31.6M | ||
| Q4 24 | $-6.6M | $16.5M | ||
| Q3 24 | $-2.5M | $81.5M | ||
| Q2 24 | $-2.7M | $38.7M | ||
| Q1 24 | $-11.2M | $45.0M |
| Q4 25 | 21.5% | 20.1% | ||
| Q3 25 | 23.5% | 22.3% | ||
| Q2 25 | 23.4% | 20.4% | ||
| Q1 25 | 21.4% | 22.6% | ||
| Q4 24 | 23.1% | 22.0% | ||
| Q3 24 | 24.5% | 23.9% | ||
| Q2 24 | 25.7% | 22.5% | ||
| Q1 24 | 23.7% | 24.9% |
| Q4 25 | -8.4% | 7.6% | ||
| Q3 25 | -2.5% | 16.9% | ||
| Q2 25 | -6.6% | 11.2% | ||
| Q1 25 | -6.5% | 11.6% | ||
| Q4 24 | -3.4% | 8.7% | ||
| Q3 24 | -0.1% | 19.7% | ||
| Q2 24 | -0.9% | 16.2% | ||
| Q1 24 | -7.0% | 17.6% |
| Q4 25 | -8.2% | 5.6% | ||
| Q3 25 | -1.2% | 13.0% | ||
| Q2 25 | -43.7% | 8.4% | ||
| Q1 25 | -6.6% | 9.0% | ||
| Q4 24 | -3.8% | 6.6% | ||
| Q3 24 | -1.4% | 14.8% | ||
| Q2 24 | -1.7% | 12.2% | ||
| Q1 24 | -7.5% | 13.5% |
| Q4 25 | $-0.45 | $0.30 | ||
| Q3 25 | $-0.07 | $1.70 | ||
| Q2 25 | $-2.61 | $0.65 | ||
| Q1 25 | $-0.37 | $0.62 | ||
| Q4 24 | $-0.23 | $0.32 | ||
| Q3 24 | $-0.09 | $1.59 | ||
| Q2 24 | $-0.09 | $0.76 | ||
| Q1 24 | $-0.39 | $0.89 |
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 | $211.7M |
| 总债务越低越好 | — | $793.2M |
| 股东权益账面价值 | $818.8M | $1.8B |
| 总资产 | $1.0B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.44× |
8季度趋势，按日历期对齐
| Q4 25 | $196.3M | $211.7M | ||
| Q3 25 | $223.5M | $379.2M | ||
| Q2 25 | $153.1M | $189.2M | ||
| Q1 25 | $169.4M | $174.3M | ||
| Q4 24 | $182.6M | $132.0M | ||
| Q3 24 | $176.0M | $481.2M | ||
| Q2 24 | $175.1M | $359.2M | ||
| Q1 24 | $174.4M | $416.2M |
| Q4 25 | — | $793.2M | ||
| Q3 25 | — | $802.7M | ||
| Q2 25 | $14.9M | $872.8M | ||
| Q1 25 | — | $872.5M | ||
| Q4 24 | — | $806.8M | ||
| Q3 24 | — | $706.4M | ||
| Q2 24 | $26.7M | $706.1M | ||
| Q1 24 | — | $705.7M |
| Q4 25 | $818.8M | $1.8B | ||
| Q3 25 | $834.1M | $1.8B | ||
| Q2 25 | $822.3M | $1.7B | ||
| Q1 25 | $886.3M | $1.6B | ||
| Q4 24 | $902.6M | $1.6B | ||
| Q3 24 | $895.3M | $1.6B | ||
| Q2 24 | $891.6M | $1.5B | ||
| Q1 24 | $888.9M | $1.5B |
| Q4 25 | $1.0B | $3.2B | ||
| Q3 25 | $1.0B | $3.1B | ||
| Q2 25 | $1.0B | $3.1B | ||
| Q1 25 | $1.1B | $3.0B | ||
| Q4 24 | $1.1B | $3.0B | ||
| Q3 24 | $1.1B | $2.8B | ||
| Q2 24 | $1.1B | $2.7B | ||
| Q1 24 | $1.2B | $2.6B |
| Q4 25 | — | 0.44× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | 0.02× | 0.52× | ||
| Q1 25 | — | 0.53× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.44× | ||
| Q2 24 | 0.03× | 0.47× | ||
| Q1 24 | — | 0.48× |
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 | $-157.0M |
| 自由现金流经营现金流 - 资本支出 | $-23.1M | $-157.1M |
| 自由现金流率自由现金流/营收 | -14.2% | -57.5% |
| 资本支出强度资本支出/营收 | 9.2% | 0.0% |
| 现金转化率经营现金流/净利润 | — | -10.19× |
| 过去12个月自由现金流最近4个季度 | $-40.9M | $93.0M |
8季度趋势，按日历期对齐
| Q4 25 | $-8.1M | $-157.0M | ||
| Q3 25 | $10.2M | $256.3M | ||
| Q2 25 | $-2.8M | $15.8M | ||
| Q1 25 | $7.4M | $-19.8M | ||
| Q4 24 | $14.1M | $-450.0M | ||
| Q3 24 | $11.0M | $119.2M | ||
| Q2 24 | $7.1M | $-61.7M | ||
| Q1 24 | $28.2M | $-59.2M |
| Q4 25 | $-23.1M | $-157.1M | ||
| Q3 25 | $420.0K | $255.6M | ||
| Q2 25 | $-17.2M | $15.0M | ||
| Q1 25 | $-1.1M | $-20.5M | ||
| Q4 24 | $6.6M | — | ||
| Q3 24 | $4.1M | $118.4M | ||
| Q2 24 | $-210.0K | $-62.3M | ||
| Q1 24 | $20.5M | $-59.8M |
| Q4 25 | -14.2% | -57.5% | ||
| Q3 25 | 0.2% | 38.1% | ||
| Q2 25 | -9.7% | 3.8% | ||
| Q1 25 | -0.6% | -5.8% | ||
| Q4 24 | 3.8% | — | ||
| Q3 24 | 2.3% | 21.5% | ||
| Q2 24 | -0.1% | -19.6% | ||
| Q1 24 | 13.7% | -17.9% |
| Q4 25 | 9.2% | 0.0% | ||
| Q3 25 | 5.4% | 0.1% | ||
| Q2 25 | 8.1% | 0.2% | ||
| Q1 25 | 5.1% | 0.2% | ||
| Q4 24 | 4.3% | 0.0% | ||
| Q3 24 | 3.8% | 0.1% | ||
| Q2 24 | 4.5% | 0.2% | ||
| Q1 24 | 5.2% | 0.2% |
| Q4 25 | — | -10.19× | ||
| Q3 25 | — | 2.95× | ||
| Q2 25 | — | 0.48× | ||
| Q1 25 | — | -0.63× | ||
| Q4 24 | — | -27.27× | ||
| Q3 24 | — | 1.46× | ||
| Q2 24 | — | -1.59× | ||
| Q1 24 | — | -1.32× |
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% |
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
