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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与MP Materials Corp.（MP）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MP Materials Corp.的1.8倍（$163.8M vs $90.6M），ALPHA & OMEGA SEMICONDUCTOR Ltd净利率更高（-8.4% vs -8.8%，领先0.4%），MP Materials Corp.同比增速更快（49.1% vs -0.5%），过去两年MP Materials Corp.的营收复合增速更高（70.3% 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。
MP Materials Corp.是总部位于美国的稀土材料生产商，拥有并运营加利福尼亚州芒廷帕斯矿，这是西半球唯一在产的稀土开采及加工设施，所产核心材料可广泛应用于电动汽车、风力发电机、国防工业等多个关键领域。
AOSL vs MP — 直观对比
营收规模更大
AOSL
是对方的1.8倍
$90.6M
营收增速更快
MP
高出49.6%
-0.5%
净利率更高
AOSL
高出0.4%
-8.8%
两年增速更快
MP
近两年复合增速
0.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $163.8M | $90.6M |
| 净利润 | $-13.8M | $-8.0M |
| 毛利率 | 21.1% | — |
| 营业利润率 | 70.3% | — |
| 净利率 | -8.4% | -8.8% |
| 营收同比 | -0.5% | 49.1% |
| 净利润同比 | -27.8% | 64.8% |
| 每股收益（稀释后） | $-0.46 | $-0.04 |
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AOSLMP
| Q1 26 | $163.8M | $90.6M | ||
| Q4 25 | $162.3M | $52.7M | ||
| Q3 25 | $182.5M | $53.6M | ||
| Q2 25 | $176.5M | $57.4M | ||
| Q1 25 | $164.6M | $60.8M | ||
| Q4 24 | $173.2M | $61.0M | ||
| Q3 24 | $181.9M | $62.9M | ||
| Q2 24 | $161.3M | $31.3M |
净利润AOSLMP
| Q1 26 | $-13.8M | $-8.0M | ||
| Q4 25 | $-13.3M | $9.4M | ||
| Q3 25 | $-2.1M | $-41.8M | ||
| Q2 25 | $-77.1M | $-30.9M | ||
| Q1 25 | $-10.8M | $-22.6M | ||
| Q4 24 | $-6.6M | $-22.3M | ||
| Q3 24 | $-2.5M | $-25.5M | ||
| Q2 24 | $-2.7M | $-34.1M |
毛利率AOSLMP
| Q1 26 | 21.1% | — | ||
| 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% | — |
营业利润率AOSLMP
| Q1 26 | 70.3% | — | ||
| Q4 25 | -8.4% | -7.0% | ||
| Q3 25 | -2.5% | -125.2% | ||
| Q2 25 | -6.6% | -76.5% | ||
| Q1 25 | -6.5% | -57.2% | ||
| Q4 24 | -3.4% | -72.1% | ||
| Q3 24 | -0.1% | -62.8% | ||
| Q2 24 | -0.9% | -171.1% |
净利率AOSLMP
| Q1 26 | -8.4% | -8.8% | ||
| Q4 25 | -8.2% | 17.9% | ||
| Q3 25 | -1.2% | -78.0% | ||
| Q2 25 | -43.7% | -53.8% | ||
| Q1 25 | -6.6% | -37.2% | ||
| Q4 24 | -3.8% | -36.6% | ||
| Q3 24 | -1.4% | -40.5% | ||
| Q2 24 | -1.7% | -108.9% |
每股收益（稀释后）AOSLMP
| Q1 26 | $-0.46 | $-0.04 | ||
| Q4 25 | $-0.45 | $0.07 | ||
| Q3 25 | $-0.07 | $-0.24 | ||
| Q2 25 | $-2.61 | $-0.19 | ||
| Q1 25 | $-0.37 | $-0.14 | ||
| Q4 24 | $-0.23 | $-0.12 | ||
| Q3 24 | $-0.09 | $-0.16 | ||
| Q2 24 | $-0.09 | $-0.21 |
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 | $1.7B |
| 总债务越低越好 | $4.4M | $1.0B |
| 股东权益账面价值 | $800.2M | $2.0B |
| 总资产 | $976.4M | $3.8B |
| 负债/权益比越低杠杆越低 | 0.01× | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资AOSLMP
| Q1 26 | $190.3M | $1.7B | ||
| Q4 25 | $196.3M | $1.2B | ||
| Q3 25 | $223.5M | $1.1B | ||
| Q2 25 | $153.1M | $261.5M | ||
| Q1 25 | $169.4M | $198.3M | ||
| Q4 24 | $182.6M | $282.4M | ||
| Q3 24 | $176.0M | $284.4M | ||
| Q2 24 | $175.1M | $295.6M |
总债务AOSLMP
| Q1 26 | $4.4M | $1.0B | ||
| Q4 25 | — | $998.7M | ||
| Q3 25 | — | $997.3M | ||
| Q2 25 | $14.9M | $910.8M | ||
| Q1 25 | — | $909.8M | ||
| Q4 24 | — | $908.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | $26.7M | — |
股东权益AOSLMP
| Q1 26 | $800.2M | $2.0B | ||
| Q4 25 | $818.8M | $2.0B | ||
| Q3 25 | $834.1M | $2.0B | ||
| Q2 25 | $822.3M | $1.0B | ||
| Q1 25 | $886.3M | $1.0B | ||
| Q4 24 | $902.6M | $1.1B | ||
| Q3 24 | $895.3M | $1.1B | ||
| Q2 24 | $891.6M | $1.1B |
总资产AOSLMP
| Q1 26 | $976.4M | $3.8B | ||
| Q4 25 | $1.0B | $3.9B | ||
| Q3 25 | $1.0B | $3.8B | ||
| Q2 25 | $1.0B | $2.3B | ||
| Q1 25 | $1.1B | $2.4B | ||
| Q4 24 | $1.1B | $2.3B | ||
| Q3 24 | $1.1B | $2.3B | ||
| Q2 24 | $1.1B | $2.4B |
负债/权益比AOSLMP
| Q1 26 | 0.01× | 0.51× | ||
| Q4 25 | — | 0.50× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | 0.02× | 0.90× | ||
| Q1 25 | — | 0.88× | ||
| Q4 24 | — | 0.86× | ||
| 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 | — | $-1.9M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流AOSLMP
| Q1 26 | — | $-1.9M | ||
| Q4 25 | $-8.1M | $-46.9M | ||
| Q3 25 | $10.2M | $-42.0M | ||
| Q2 25 | $-2.8M | $-3.7M | ||
| Q1 25 | $7.4M | $-63.2M | ||
| Q4 24 | $14.1M | $30.5M | ||
| Q3 24 | $11.0M | $-6.8M | ||
| Q2 24 | $7.1M | $30.8M |
自由现金流AOSLMP
| Q1 26 | — | — | ||
| Q4 25 | $-23.1M | $-109.3M | ||
| Q3 25 | $420.0K | $-92.5M | ||
| Q2 25 | $-17.2M | $-32.7M | ||
| Q1 25 | $-1.1M | $-93.7M | ||
| Q4 24 | $6.6M | $-11.2M | ||
| Q3 24 | $4.1M | $-53.3M | ||
| Q2 24 | $-210.0K | $-15.6M |
自由现金流率AOSLMP
| Q1 26 | — | — | ||
| Q4 25 | -14.2% | -207.4% | ||
| Q3 25 | 0.2% | -172.8% | ||
| Q2 25 | -9.7% | -56.9% | ||
| Q1 25 | -0.6% | -154.0% | ||
| Q4 24 | 3.8% | -18.3% | ||
| Q3 24 | 2.3% | -84.7% | ||
| Q2 24 | -0.1% | -50.1% |
资本支出强度AOSLMP
| Q1 26 | — | — | ||
| Q4 25 | 9.2% | 118.5% | ||
| Q3 25 | 5.4% | 94.3% | ||
| Q2 25 | 8.1% | 50.5% | ||
| Q1 25 | 5.1% | 50.1% | ||
| Q4 24 | 4.3% | 68.3% | ||
| Q3 24 | 3.8% | 73.8% | ||
| Q2 24 | 4.5% | 148.7% |
现金转化率AOSLMP
| Q1 26 | — | — | ||
| Q4 25 | — | -4.97× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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
MP
| Materials Segment | $72.2M | 80% |
| Magnetics Segment | $21.1M | 23% |
