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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与百胜餐饮集团（LCUT）财务数据对比。点击上方公司名可切换其他公司
百胜餐饮集团的季度营收约是ALPHA & OMEGA SEMICONDUCTOR Ltd的1.2倍（$204.1M vs $163.8M），百胜餐饮集团净利率更高（8.9% vs -8.4%，领先17.3%），ALPHA & OMEGA SEMICONDUCTOR Ltd同比增速更快（-0.5% vs -5.2%），过去两年百胜餐饮集团的营收复合增速更高（19.8% 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。
百胜餐饮集团是美国跨国快餐企业，1977年百事可乐收购肯德基、必胜客、塔可Bell后将其整合为旗下子公司，1997年百事剥离该业务板块后正式独立为百胜集团。集团目前运营肯德基、必胜客、塔可Bell、哈比特汉堡等多个餐饮品牌，同时布局相关餐饮科技业务，门店网络遍布全球多个国家和地区。
AOSL vs LCUT — 直观对比
营收规模更大
LCUT
是对方的1.2倍
$163.8M
营收增速更快
AOSL
高出4.7%
-5.2%
净利率更高
LCUT
高出17.3%
-8.4%
两年增速更快
LCUT
近两年复合增速
0.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $163.8M | $204.1M |
| 净利润 | $-13.8M | $18.2M |
| 毛利率 | 21.1% | 38.6% |
| 营业利润率 | 70.3% | 9.8% |
| 净利率 | -8.4% | 8.9% |
| 营收同比 | -0.5% | -5.2% |
| 净利润同比 | -27.8% | 103.5% |
| 每股收益（稀释后） | $-0.46 | $0.83 |
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AOSLLCUT
| Q1 26 | $163.8M | — | ||
| Q4 25 | $162.3M | $204.1M | ||
| Q3 25 | $182.5M | $171.9M | ||
| Q2 25 | $176.5M | $131.9M | ||
| Q1 25 | $164.6M | $140.1M | ||
| Q4 24 | $173.2M | $215.2M | ||
| Q3 24 | $181.9M | $183.8M | ||
| Q2 24 | $161.3M | $141.7M |
净利润AOSLLCUT
| Q1 26 | $-13.8M | — | ||
| Q4 25 | $-13.3M | $18.2M | ||
| Q3 25 | $-2.1M | $-1.2M | ||
| Q2 25 | $-77.1M | $-39.7M | ||
| Q1 25 | $-10.8M | $-4.2M | ||
| Q4 24 | $-6.6M | $8.9M | ||
| Q3 24 | $-2.5M | $344.0K | ||
| Q2 24 | $-2.7M | $-18.2M |
毛利率AOSLLCUT
| Q1 26 | 21.1% | — | ||
| Q4 25 | 21.5% | 38.6% | ||
| Q3 25 | 23.5% | 35.1% | ||
| Q2 25 | 23.4% | 38.6% | ||
| Q1 25 | 21.4% | 36.1% | ||
| Q4 24 | 23.1% | 37.7% | ||
| Q3 24 | 24.5% | 36.7% | ||
| Q2 24 | 25.7% | 38.5% |
营业利润率AOSLLCUT
| Q1 26 | 70.3% | — | ||
| Q4 25 | -8.4% | 9.8% | ||
| Q3 25 | -2.5% | 3.9% | ||
| Q2 25 | -6.6% | -28.2% | ||
| Q1 25 | -6.5% | 0.8% | ||
| Q4 24 | -3.4% | 7.2% | ||
| Q3 24 | -0.1% | 4.7% | ||
| Q2 24 | -0.9% | 0.8% |
净利率AOSLLCUT
| Q1 26 | -8.4% | — | ||
| Q4 25 | -8.2% | 8.9% | ||
| Q3 25 | -1.2% | -0.7% | ||
| Q2 25 | -43.7% | -30.1% | ||
| Q1 25 | -6.6% | -3.0% | ||
| Q4 24 | -3.8% | 4.1% | ||
| Q3 24 | -1.4% | 0.2% | ||
| Q2 24 | -1.7% | -12.8% |
每股收益（稀释后）AOSLLCUT
| Q1 26 | $-0.46 | — | ||
| Q4 25 | $-0.45 | $0.83 | ||
| Q3 25 | $-0.07 | $-0.05 | ||
| Q2 25 | $-2.61 | $-1.83 | ||
| Q1 25 | $-0.37 | $-0.19 | ||
| Q4 24 | $-0.23 | $0.41 | ||
| Q3 24 | $-0.09 | $0.02 | ||
| Q2 24 | $-0.09 | $-0.85 |
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 | $4.3M |
| 总债务越低越好 | $4.4M | $135.0M |
| 股东权益账面价值 | $800.2M | $202.3M |
| 总资产 | $976.4M | $572.6M |
| 负债/权益比越低杠杆越低 | 0.01× | 0.67× |
8季度趋势，按日历期对齐
现金及短期投资AOSLLCUT
| Q1 26 | $190.3M | — | ||
| Q4 25 | $196.3M | $4.3M | ||
| Q3 25 | $223.5M | $12.1M | ||
| Q2 25 | $153.1M | $12.0M | ||
| Q1 25 | $169.4M | $10.4M | ||
| Q4 24 | $182.6M | $2.9M | ||
| Q3 24 | $176.0M | $6.0M | ||
| Q2 24 | $175.1M | $3.4M |
总债务AOSLLCUT
| Q1 26 | $4.4M | — | ||
| Q4 25 | — | $135.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | $14.9M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $142.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | $26.7M | — |
股东权益AOSLLCUT
| Q1 26 | $800.2M | — | ||
| Q4 25 | $818.8M | $202.3M | ||
| Q3 25 | $834.1M | $184.6M | ||
| Q2 25 | $822.3M | $185.8M | ||
| Q1 25 | $886.3M | $225.7M | ||
| Q4 24 | $902.6M | $229.9M | ||
| Q3 24 | $895.3M | $220.9M | ||
| Q2 24 | $891.6M | $219.8M |
总资产AOSLLCUT
| Q1 26 | $976.4M | — | ||
| Q4 25 | $1.0B | $572.6M | ||
| Q3 25 | $1.0B | $581.1M | ||
| Q2 25 | $1.0B | $551.9M | ||
| Q1 25 | $1.1B | $594.6M | ||
| Q4 24 | $1.1B | $634.3M | ||
| Q3 24 | $1.1B | $668.7M | ||
| Q2 24 | $1.1B | $617.0M |
负债/权益比AOSLLCUT
| Q1 26 | 0.01× | — | ||
| Q4 25 | — | 0.67× | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.02× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.62× | ||
| 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 | — | $3.7M |
| 自由现金流经营现金流 - 资本支出 | — | $2.6M |
| 自由现金流率自由现金流/营收 | — | 1.3% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | 0.21× |
| 过去12个月自由现金流最近4个季度 | — | $3.3M |
8季度趋势，按日历期对齐
经营现金流AOSLLCUT
| Q1 26 | — | — | ||
| Q4 25 | $-8.1M | $3.7M | ||
| Q3 25 | $10.2M | $-22.2M | ||
| Q2 25 | $-2.8M | $9.3M | ||
| Q1 25 | $7.4M | $16.7M | ||
| Q4 24 | $14.1M | $20.3M | ||
| Q3 24 | $11.0M | $-22.7M | ||
| Q2 24 | $7.1M | $10.4M |
自由现金流AOSLLCUT
| Q1 26 | — | — | ||
| Q4 25 | $-23.1M | $2.6M | ||
| Q3 25 | $420.0K | $-22.7M | ||
| Q2 25 | $-17.2M | $8.2M | ||
| Q1 25 | $-1.1M | $15.1M | ||
| Q4 24 | $6.6M | $19.7M | ||
| Q3 24 | $4.1M | $-23.2M | ||
| Q2 24 | $-210.0K | $9.9M |
自由现金流率AOSLLCUT
| Q1 26 | — | — | ||
| Q4 25 | -14.2% | 1.3% | ||
| Q3 25 | 0.2% | -13.2% | ||
| Q2 25 | -9.7% | 6.2% | ||
| Q1 25 | -0.6% | 10.8% | ||
| Q4 24 | 3.8% | 9.1% | ||
| Q3 24 | 2.3% | -12.6% | ||
| Q2 24 | -0.1% | 7.0% |
资本支出强度AOSLLCUT
| Q1 26 | — | — | ||
| Q4 25 | 9.2% | 0.6% | ||
| Q3 25 | 5.4% | 0.3% | ||
| Q2 25 | 8.1% | 0.9% | ||
| Q1 25 | 5.1% | 1.1% | ||
| Q4 24 | 4.3% | 0.3% | ||
| Q3 24 | 3.8% | 0.3% | ||
| Q2 24 | 4.5% | 0.4% |
现金转化率AOSLLCUT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.28× | ||
| Q3 24 | — | -65.89× | ||
| Q2 24 | — | — |
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
LCUT
| Kitchenware | $114.3M | 56% |
| Tableware | $41.7M | 20% |
| Home Solutions | $29.4M | 14% |
| Other | $18.8M | 9% |
