vs
ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与弗雷斯特研究公司（FORR）财务数据对比。点击上方公司名可切换其他公司
ALPHA & OMEGA SEMICONDUCTOR Ltd的季度营收约是弗雷斯特研究公司的1.6倍（$163.8M vs $101.1M），ALPHA & OMEGA SEMICONDUCTOR Ltd净利率更高（-8.4% vs -33.5%，领先25.1%），ALPHA & OMEGA SEMICONDUCTOR Ltd同比增速更快（-0.5% vs -6.5%），过去两年ALPHA & OMEGA SEMICONDUCTOR Ltd的营收复合增速更高（0.8% vs 0.5%）
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。
福雷斯特研究公司是一家全球领先的研究咨询机构，主营业务涵盖行业研究、管理咨询与行业峰会举办，客户群体包括全球大型企业、科技公司与消费领域领军企业，公司总部位于美国马萨诸塞州剑桥市。
AOSL vs FORR — 直观对比
营收规模更大
AOSL
是对方的1.6倍
$101.1M
营收增速更快
AOSL
高出6.0%
-6.5%
净利率更高
AOSL
高出25.1%
-33.5%
两年增速更快
AOSL
近两年复合增速
0.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $163.8M | $101.1M |
| 净利润 | $-13.8M | $-33.9M |
| 毛利率 | 21.1% | 56.7% |
| 营业利润率 | 70.3% | -36.6% |
| 净利率 | -8.4% | -33.5% |
| 营收同比 | -0.5% | -6.5% |
| 净利润同比 | -27.8% | -7941.4% |
| 每股收益（稀释后） | $-0.46 | $-1.75 |
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AOSLFORR
| Q1 26 | $163.8M | — | ||
| Q4 25 | $162.3M | $101.1M | ||
| Q3 25 | $182.5M | $94.3M | ||
| Q2 25 | $176.5M | $111.7M | ||
| Q1 25 | $164.6M | $89.9M | ||
| Q4 24 | $173.2M | $108.0M | ||
| Q3 24 | $181.9M | $102.5M | ||
| Q2 24 | $161.3M | $121.8M |
净利润AOSLFORR
| Q1 26 | $-13.8M | — | ||
| Q4 25 | $-13.3M | $-33.9M | ||
| Q3 25 | $-2.1M | $-2.1M | ||
| Q2 25 | $-77.1M | $3.9M | ||
| Q1 25 | $-10.8M | $-87.3M | ||
| Q4 24 | $-6.6M | $432.0K | ||
| Q3 24 | $-2.5M | $-5.8M | ||
| Q2 24 | $-2.7M | $6.3M |
毛利率AOSLFORR
| Q1 26 | 21.1% | — | ||
| Q4 25 | 21.5% | 56.7% | ||
| Q3 25 | 23.5% | 60.0% | ||
| Q2 25 | 23.4% | 55.5% | ||
| Q1 25 | 21.4% | 55.9% | ||
| Q4 24 | 23.1% | 58.8% | ||
| Q3 24 | 24.5% | 60.5% | ||
| Q2 24 | 25.7% | 57.3% |
营业利润率AOSLFORR
| Q1 26 | 70.3% | — | ||
| Q4 25 | -8.4% | -36.6% | ||
| Q3 25 | -2.5% | 4.7% | ||
| Q2 25 | -6.6% | 6.2% | ||
| Q1 25 | -6.5% | -97.5% | ||
| Q4 24 | -3.4% | -0.5% | ||
| Q3 24 | -0.1% | -0.7% | ||
| Q2 24 | -0.9% | 9.3% |
净利率AOSLFORR
| Q1 26 | -8.4% | — | ||
| Q4 25 | -8.2% | -33.5% | ||
| Q3 25 | -1.2% | -2.3% | ||
| Q2 25 | -43.7% | 3.5% | ||
| Q1 25 | -6.6% | -97.1% | ||
| Q4 24 | -3.8% | 0.4% | ||
| Q3 24 | -1.4% | -5.7% | ||
| Q2 24 | -1.7% | 5.2% |
每股收益（稀释后）AOSLFORR
| Q1 26 | $-0.46 | — | ||
| Q4 25 | $-0.45 | $-1.75 | ||
| Q3 25 | $-0.07 | $-0.11 | ||
| Q2 25 | $-2.61 | $0.20 | ||
| Q1 25 | $-0.37 | $-4.62 | ||
| Q4 24 | $-0.23 | $0.02 | ||
| Q3 24 | $-0.09 | $-0.30 | ||
| Q2 24 | $-0.09 | $0.33 |
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 | $63.3M |
| 总债务越低越好 | $4.4M | — |
| 股东权益账面价值 | $800.2M | $126.5M |
| 总资产 | $976.4M | $404.0M |
| 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AOSLFORR
| Q1 26 | $190.3M | — | ||
| Q4 25 | $196.3M | $63.3M | ||
| Q3 25 | $223.5M | $65.1M | ||
| Q2 25 | $153.1M | $67.8M | ||
| Q1 25 | $169.4M | $75.6M | ||
| Q4 24 | $182.6M | $56.1M | ||
| Q3 24 | $176.0M | $62.8M | ||
| Q2 24 | $175.1M | $58.9M |
总债务AOSLFORR
| 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AOSLFORR
| Q1 26 | $800.2M | — | ||
| Q4 25 | $818.8M | $126.5M | ||
| Q3 25 | $834.1M | $157.7M | ||
| Q2 25 | $822.3M | $159.5M | ||
| Q1 25 | $886.3M | $147.4M | ||
| Q4 24 | $902.6M | $229.5M | ||
| Q3 24 | $895.3M | $234.3M | ||
| Q2 24 | $891.6M | $237.1M |
总资产AOSLFORR
| Q1 26 | $976.4M | — | ||
| Q4 25 | $1.0B | $404.0M | ||
| Q3 25 | $1.0B | $414.2M | ||
| Q2 25 | $1.0B | $436.0M | ||
| Q1 25 | $1.1B | $439.8M | ||
| Q4 24 | $1.1B | $503.9M | ||
| Q3 24 | $1.1B | $505.3M | ||
| Q2 24 | $1.1B | $524.2M |
负债/权益比AOSLFORR
| 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 | — | $-3.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-4.3M |
| 自由现金流率自由现金流/营收 | — | -4.2% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 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 | — | $18.1M |
8季度趋势，按日历期对齐
经营现金流AOSLFORR
| Q1 26 | — | — | ||
| Q4 25 | $-8.1M | $-3.2M | ||
| Q3 25 | $10.2M | $1.2M | ||
| Q2 25 | $-2.8M | $-3.6M | ||
| Q1 25 | $7.4M | $26.7M | ||
| Q4 24 | $14.1M | $-1.8M | ||
| Q3 24 | $11.0M | $264.0K | ||
| Q2 24 | $7.1M | $-2.9M |
自由现金流AOSLFORR
| Q1 26 | — | — | ||
| Q4 25 | $-23.1M | $-4.3M | ||
| Q3 25 | $420.0K | $524.0K | ||
| Q2 25 | $-17.2M | $-4.2M | ||
| Q1 25 | $-1.1M | $26.1M | ||
| Q4 24 | $6.6M | $-2.5M | ||
| Q3 24 | $4.1M | $-223.0K | ||
| Q2 24 | $-210.0K | $-3.7M |
自由现金流率AOSLFORR
| Q1 26 | — | — | ||
| Q4 25 | -14.2% | -4.2% | ||
| Q3 25 | 0.2% | 0.6% | ||
| Q2 25 | -9.7% | -3.8% | ||
| Q1 25 | -0.6% | 29.0% | ||
| Q4 24 | 3.8% | -2.3% | ||
| Q3 24 | 2.3% | -0.2% | ||
| Q2 24 | -0.1% | -3.1% |
资本支出强度AOSLFORR
| Q1 26 | — | — | ||
| Q4 25 | 9.2% | 1.1% | ||
| Q3 25 | 5.4% | 0.7% | ||
| Q2 25 | 8.1% | 0.5% | ||
| Q1 25 | 5.1% | 0.7% | ||
| Q4 24 | 4.3% | 0.6% | ||
| Q3 24 | 3.8% | 0.5% | ||
| Q2 24 | 4.5% | 0.7% |
现金转化率AOSLFORR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -0.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -4.24× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -0.46× |
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
FORR
| Research Segment | $82.2M | 81% |
| Consulting Segment | $16.2M | 16% |
| Billable Expenses | $1.5M | 2% |
| Professional Services | $1.4M | 1% |
