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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与Kosmos Energy Ltd.（KOS）财务数据对比。点击上方公司名可切换其他公司
Kosmos Energy Ltd.的季度营收约是ALPHA & OMEGA SEMICONDUCTOR Ltd的1.8倍（$294.6M vs $162.3M），ALPHA & OMEGA SEMICONDUCTOR Ltd同比增速更快（-6.3% vs -25.9%），过去两年ALPHA & OMEGA SEMICONDUCTOR Ltd的营收复合增速更高（4.0% vs -16.5%）
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。
科斯莫斯能源是一家美国上游石油企业，总部位于得克萨斯州达拉斯。公司目前在加纳、赤道几内亚近海以及墨西哥湾开展油气生产与开发业务，在毛里塔尼亚、塞内加尔近海拥有开发项目，还在纳米比亚、圣多美和普林西比、苏里南近海持有勘探许可。
AOSL vs KOS — 直观对比
营收规模更大
KOS
是对方的1.8倍
$162.3M
营收增速更快
AOSL
高出19.6%
-25.9%
两年增速更快
AOSL
近两年复合增速
-16.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $162.3M | $294.6M |
| 净利润 | $-13.3M | — |
| 毛利率 | 21.5% | — |
| 营业利润率 | -8.4% | -125.7% |
| 净利率 | -8.2% | — |
| 营收同比 | -6.3% | -25.9% |
| 净利润同比 | -101.0% | — |
| 每股收益（稀释后） | $-0.45 | $-0.80 |
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AOSLKOS
| Q4 25 | $162.3M | $294.6M | ||
| Q3 25 | $182.5M | $311.0M | ||
| Q2 25 | $176.5M | $392.6M | ||
| Q1 25 | $164.6M | $290.1M | ||
| Q4 24 | $173.2M | $397.6M | ||
| Q3 24 | $181.9M | $407.8M | ||
| Q2 24 | $161.3M | $447.8M | ||
| Q1 24 | $150.1M | $422.3M |
净利润AOSLKOS
| Q4 25 | $-13.3M | — | ||
| Q3 25 | $-2.1M | $-124.3M | ||
| Q2 25 | $-77.1M | $-87.7M | ||
| Q1 25 | $-10.8M | $-110.6M | ||
| Q4 24 | $-6.6M | — | ||
| Q3 24 | $-2.5M | $45.0M | ||
| Q2 24 | $-2.7M | $59.8M | ||
| Q1 24 | $-11.2M | $91.7M |
毛利率AOSLKOS
| Q4 25 | 21.5% | — | ||
| Q3 25 | 23.5% | — | ||
| Q2 25 | 23.4% | — | ||
| Q1 25 | 21.4% | — | ||
| Q4 24 | 23.1% | — | ||
| Q3 24 | 24.5% | — | ||
| Q2 24 | 25.7% | — | ||
| Q1 24 | 23.7% | — |
营业利润率AOSLKOS
| Q4 25 | -8.4% | -125.7% | ||
| Q3 25 | -2.5% | -34.2% | ||
| Q2 25 | -6.6% | -16.2% | ||
| Q1 25 | -6.5% | -32.4% | ||
| Q4 24 | -3.4% | -8.5% | ||
| Q3 24 | -0.1% | 26.1% | ||
| Q2 24 | -0.9% | 30.2% | ||
| Q1 24 | -7.0% | 33.6% |
净利率AOSLKOS
| Q4 25 | -8.2% | — | ||
| Q3 25 | -1.2% | -40.0% | ||
| Q2 25 | -43.7% | -22.3% | ||
| Q1 25 | -6.6% | -38.1% | ||
| Q4 24 | -3.8% | — | ||
| Q3 24 | -1.4% | 11.0% | ||
| Q2 24 | -1.7% | 13.3% | ||
| Q1 24 | -7.5% | 21.7% |
每股收益（稀释后）AOSLKOS
| Q4 25 | $-0.45 | $-0.80 | ||
| Q3 25 | $-0.07 | $-0.26 | ||
| Q2 25 | $-2.61 | $-0.18 | ||
| Q1 25 | $-0.37 | $-0.23 | ||
| Q4 24 | $-0.23 | $0.00 | ||
| Q3 24 | $-0.09 | $0.09 | ||
| Q2 24 | $-0.09 | $0.12 | ||
| Q1 24 | $-0.39 | $0.19 |
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 | $91.5M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $818.8M | $528.6M |
| 总资产 | $1.0B | $4.7B |
| 负债/权益比越低杠杆越低 | — | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资AOSLKOS
| Q4 25 | $196.3M | $91.5M | ||
| Q3 25 | $223.5M | $64.0M | ||
| Q2 25 | $153.1M | $51.7M | ||
| Q1 25 | $169.4M | $49.8M | ||
| Q4 24 | $182.6M | $85.0M | ||
| Q3 24 | $176.0M | $51.6M | ||
| Q2 24 | $175.1M | $173.8M | ||
| Q1 24 | $174.4M | $254.3M |
总债务AOSLKOS
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | $14.9M | $2.9B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | — | ||
| Q2 24 | $26.7M | — | ||
| Q1 24 | — | — |
股东权益AOSLKOS
| Q4 25 | $818.8M | $528.6M | ||
| Q3 25 | $834.1M | $898.8M | ||
| Q2 25 | $822.3M | $1.0B | ||
| Q1 25 | $886.3M | $1.1B | ||
| Q4 24 | $902.6M | $1.2B | ||
| Q3 24 | $895.3M | $1.2B | ||
| Q2 24 | $891.6M | $1.1B | ||
| Q1 24 | $888.9M | $1.1B |
总资产AOSLKOS
| Q4 25 | $1.0B | $4.7B | ||
| Q3 25 | $1.0B | $5.1B | ||
| Q2 25 | $1.0B | $5.2B | ||
| Q1 25 | $1.1B | $5.3B | ||
| Q4 24 | $1.1B | $5.3B | ||
| Q3 24 | $1.1B | $5.5B | ||
| Q2 24 | $1.1B | $5.4B | ||
| Q1 24 | $1.2B | $5.4B |
负债/权益比AOSLKOS
| Q4 25 | — | 5.78× | ||
| Q3 25 | — | 3.31× | ||
| Q2 25 | 0.02× | 2.80× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.29× | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.03× | — | ||
| Q1 24 | — | — |
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 | $35.3M |
| 自由现金流经营现金流 - 资本支出 | $-23.1M | — |
| 自由现金流率自由现金流/营收 | -14.2% | — |
| 资本支出强度资本支出/营收 | 9.2% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AOSLKOS
| Q4 25 | $-8.1M | $35.3M | ||
| Q3 25 | $10.2M | $-27.6M | ||
| Q2 25 | $-2.8M | $127.2M | ||
| Q1 25 | $7.4M | $-888.0K | ||
| Q4 24 | $14.1M | $175.7M | ||
| Q3 24 | $11.0M | $6.3M | ||
| Q2 24 | $7.1M | $223.7M | ||
| Q1 24 | $28.2M | $272.6M |
自由现金流AOSLKOS
| 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 | — | ||
| Q1 24 | $20.5M | — |
自由现金流率AOSLKOS
| 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% | — | ||
| Q1 24 | 13.7% | — |
资本支出强度AOSLKOS
| 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% | — | ||
| Q1 24 | 5.2% | — |
现金转化率AOSLKOS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 3.74× | ||
| Q1 24 | — | 2.97× |
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% |
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
