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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与JOHNSON OUTDOORS INC（JOUT）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JOHNSON OUTDOORS INC的1.2倍（$162.3M vs $140.9M），JOHNSON OUTDOORS INC净利率更高（-2.3% vs -8.2%，领先5.9%），JOHNSON OUTDOORS INC同比增速更快（30.9% vs -6.3%），ALPHA & OMEGA SEMICONDUCTOR Ltd自由现金流更多（$-23.1M vs $-42.7M），过去两年ALPHA & OMEGA SEMICONDUCTOR Ltd的营收复合增速更高（4.0% vs -10.5%）
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。
强生户外公司（Johnson Outdoors）主营水上载具、潜水装备、露营用具、户外服饰等户外休闲用品的研发生产，业务网点遍布全球24个地区，现有员工约1400人，年销售额超3.15亿美元，自1999年起由海伦·约翰逊-莱波尔德执掌公司。
AOSL vs JOUT — 直观对比
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $162.3M | $140.9M |
| 净利润 | $-13.3M | $-3.3M |
| 毛利率 | 21.5% | 36.6% |
| 营业利润率 | -8.4% | -2.1% |
| 净利率 | -8.2% | -2.3% |
| 营收同比 | -6.3% | 30.9% |
| 净利润同比 | -101.0% | 78.4% |
| 每股收益（稀释后） | $-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
| Q1 26 | — | $140.9M | ||
| Q4 25 | $162.3M | $135.8M | ||
| Q3 25 | $182.5M | — | ||
| Q2 25 | $176.5M | $180.7M | ||
| Q1 25 | $164.6M | $168.3M | ||
| Q4 24 | $173.2M | $107.6M | ||
| Q3 24 | $181.9M | $105.9M | ||
| Q2 24 | $161.3M | $172.5M |
| Q1 26 | — | $-3.3M | ||
| Q4 25 | $-13.3M | $-29.1M | ||
| Q3 25 | $-2.1M | — | ||
| Q2 25 | $-77.1M | $7.7M | ||
| Q1 25 | $-10.8M | $2.3M | ||
| Q4 24 | $-6.6M | $-15.3M | ||
| Q3 24 | $-2.5M | $-34.3M | ||
| Q2 24 | $-2.7M | $1.6M |
| Q1 26 | — | 36.6% | ||
| Q4 25 | 21.5% | 36.2% | ||
| Q3 25 | 23.5% | — | ||
| Q2 25 | 23.4% | 37.6% | ||
| Q1 25 | 21.4% | 35.0% | ||
| Q4 24 | 23.1% | 29.9% | ||
| Q3 24 | 24.5% | 23.5% | ||
| Q2 24 | 25.7% | 35.8% |
| Q1 26 | — | -2.1% | ||
| Q4 25 | -8.4% | -6.0% | ||
| Q3 25 | -2.5% | — | ||
| Q2 25 | -6.6% | 4.1% | ||
| Q1 25 | -6.5% | 2.9% | ||
| Q4 24 | -3.4% | -18.8% | ||
| Q3 24 | -0.1% | -40.4% | ||
| Q2 24 | -0.9% | -0.3% |
| Q1 26 | — | -2.3% | ||
| Q4 25 | -8.2% | -21.4% | ||
| Q3 25 | -1.2% | — | ||
| Q2 25 | -43.7% | 4.3% | ||
| Q1 25 | -6.6% | 1.4% | ||
| Q4 24 | -3.8% | -14.2% | ||
| Q3 24 | -1.4% | -32.4% | ||
| Q2 24 | -1.7% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.45 | — | ||
| Q3 25 | $-0.07 | — | ||
| Q2 25 | $-2.61 | — | ||
| 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 | $196.3M | $130.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $818.8M | $413.5M |
| 总资产 | $1.0B | $600.1M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
| Q1 26 | — | $130.7M | ||
| Q4 25 | $196.3M | $176.4M | ||
| Q3 25 | $223.5M | — | ||
| Q2 25 | $153.1M | $161.0M | ||
| Q1 25 | $169.4M | $94.0M | ||
| Q4 24 | $182.6M | $101.6M | ||
| Q3 24 | $176.0M | $162.0M | ||
| Q2 24 | $175.1M | $148.4M |
| Q1 26 | — | $0 | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | — | ||
| Q2 25 | $14.9M | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | $26.7M | $0 |
| Q1 26 | — | $413.5M | ||
| Q4 25 | $818.8M | $418.4M | ||
| Q3 25 | $834.1M | — | ||
| Q2 25 | $822.3M | $450.5M | ||
| Q1 25 | $886.3M | $441.1M | ||
| Q4 24 | $902.6M | $440.3M | ||
| Q3 24 | $895.3M | $463.4M | ||
| Q2 24 | $891.6M | $498.7M |
| Q1 26 | — | $600.1M | ||
| Q4 25 | $1.0B | $604.1M | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | $634.5M | ||
| Q1 25 | $1.1B | $624.5M | ||
| Q4 24 | $1.1B | $612.9M | ||
| Q3 24 | $1.1B | $635.2M | ||
| Q2 24 | $1.1B | $679.8M |
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.02× | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | 0.03× | 0.00× |
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 | $-38.4M |
| 自由现金流经营现金流 - 资本支出 | $-23.1M | $-42.7M |
| 自由现金流率自由现金流/营收 | -14.2% | -30.3% |
| 资本支出强度资本支出/营收 | 9.2% | 3.0% |
| 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 | $-40.9M | $38.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | $-38.4M | ||
| Q4 25 | $-8.1M | $23.4M | ||
| Q3 25 | $10.2M | — | ||
| Q2 25 | $-2.8M | $71.4M | ||
| Q1 25 | $7.4M | $-1.7M | ||
| Q4 24 | $14.1M | $-36.9M | ||
| Q3 24 | $11.0M | $19.1M | ||
| Q2 24 | $7.1M | $73.7M |
| Q1 26 | — | $-42.7M | ||
| Q4 25 | $-23.1M | $19.2M | ||
| Q3 25 | $420.0K | — | ||
| Q2 25 | $-17.2M | $66.9M | ||
| Q1 25 | $-1.1M | $-5.0M | ||
| Q4 24 | $6.6M | $-41.0M | ||
| Q3 24 | $4.1M | $13.5M | ||
| Q2 24 | $-210.0K | $67.4M |
| Q1 26 | — | -30.3% | ||
| Q4 25 | -14.2% | 14.2% | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | -9.7% | 37.0% | ||
| Q1 25 | -0.6% | -2.9% | ||
| Q4 24 | 3.8% | -38.1% | ||
| Q3 24 | 2.3% | 12.8% | ||
| Q2 24 | -0.1% | 39.1% |
| Q1 26 | — | 3.0% | ||
| Q4 25 | 9.2% | 3.1% | ||
| Q3 25 | 5.4% | — | ||
| Q2 25 | 8.1% | 2.5% | ||
| Q1 25 | 5.1% | 2.0% | ||
| Q4 24 | 4.3% | 3.8% | ||
| Q3 24 | 3.8% | 5.3% | ||
| Q2 24 | 4.5% | 3.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 9.22× | ||
| Q1 25 | — | -0.72× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 45.41× |
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% |
JOUT
| Fishing Segment | $112.1M | 80% |
| Diving Segment | $18.0M | 13% |
| Camping Watercraft Recreation Segment | $10.6M | 8% |
