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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与Orthofix Medical Inc.（OFIX）财务数据对比。点击上方公司名可切换其他公司
Orthofix Medical Inc.的季度营收约是ALPHA & OMEGA SEMICONDUCTOR Ltd的1.4倍（$219.9M vs $162.3M），Orthofix Medical Inc.净利率更高（-1.0% vs -8.2%，领先7.2%），Orthofix Medical Inc.同比增速更快（2.0% vs -6.3%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $-23.1M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% vs 4.0%）
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。
Orthofix医疗是全球知名骨科医疗器械企业，专注于研发、生产及销售脊柱植入物、骨科创伤产品、骨生长刺激治疗设备及再生医疗产品，服务全球多地的骨科医师与医疗机构，致力于提升肌肉骨骼疾病患者的诊疗效果。
AOSL vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.4倍
$162.3M
营收增速更快
OFIX
高出8.3%
-6.3%
净利率更高
OFIX
高出7.2%
-8.2%
自由现金流更多
OFIX
多$39.9M
$-23.1M
两年增速更快
OFIX
近两年复合增速
4.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $162.3M | $219.9M |
| 净利润 | $-13.3M | $-2.2M |
| 毛利率 | 21.5% | 71.1% |
| 营业利润率 | -8.4% | 0.2% |
| 净利率 | -8.2% | -1.0% |
| 营收同比 | -6.3% | 2.0% |
| 净利润同比 | -101.0% | 92.4% |
| 每股收益（稀释后） | $-0.45 | $-0.05 |
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AOSLOFIX
| Q4 25 | $162.3M | $219.9M | ||
| Q3 25 | $182.5M | $205.6M | ||
| Q2 25 | $176.5M | $203.1M | ||
| Q1 25 | $164.6M | $193.6M | ||
| Q4 24 | $173.2M | $215.7M | ||
| Q3 24 | $181.9M | $196.6M | ||
| Q2 24 | $161.3M | $198.6M | ||
| Q1 24 | $150.1M | $188.6M |
净利润AOSLOFIX
| Q4 25 | $-13.3M | $-2.2M | ||
| Q3 25 | $-2.1M | $-22.8M | ||
| Q2 25 | $-77.1M | $-14.1M | ||
| Q1 25 | $-10.8M | $-53.1M | ||
| Q4 24 | $-6.6M | $-29.1M | ||
| Q3 24 | $-2.5M | $-27.4M | ||
| Q2 24 | $-2.7M | $-33.4M | ||
| Q1 24 | $-11.2M | $-36.0M |
毛利率AOSLOFIX
| Q4 25 | 21.5% | 71.1% | ||
| Q3 25 | 23.5% | 72.2% | ||
| Q2 25 | 23.4% | 68.7% | ||
| Q1 25 | 21.4% | 62.8% | ||
| Q4 24 | 23.1% | 69.0% | ||
| Q3 24 | 24.5% | 68.7% | ||
| Q2 24 | 25.7% | 67.8% | ||
| Q1 24 | 23.7% | 67.5% |
营业利润率AOSLOFIX
| Q4 25 | -8.4% | 0.2% | ||
| Q3 25 | -2.5% | -8.3% | ||
| Q2 25 | -6.6% | -7.9% | ||
| Q1 25 | -6.5% | -25.2% | ||
| Q4 24 | -3.4% | -5.3% | ||
| Q3 24 | -0.1% | -9.6% | ||
| Q2 24 | -0.9% | -12.5% | ||
| Q1 24 | -7.0% | -15.6% |
净利率AOSLOFIX
| Q4 25 | -8.2% | -1.0% | ||
| Q3 25 | -1.2% | -11.1% | ||
| Q2 25 | -43.7% | -6.9% | ||
| Q1 25 | -6.6% | -27.4% | ||
| Q4 24 | -3.8% | -13.5% | ||
| Q3 24 | -1.4% | -13.9% | ||
| Q2 24 | -1.7% | -16.8% | ||
| Q1 24 | -7.5% | -19.1% |
每股收益（稀释后）AOSLOFIX
| Q4 25 | $-0.45 | $-0.05 | ||
| Q3 25 | $-0.07 | $-0.57 | ||
| Q2 25 | $-2.61 | $-0.36 | ||
| Q1 25 | $-0.37 | $-1.35 | ||
| Q4 24 | $-0.23 | $-0.76 | ||
| Q3 24 | $-0.09 | $-0.71 | ||
| Q2 24 | $-0.09 | $-0.88 | ||
| Q1 24 | $-0.39 | $-0.95 |
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 | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $818.8M | $450.0M |
| 总资产 | $1.0B | $850.6M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AOSLOFIX
| Q4 25 | $196.3M | $82.0M | ||
| Q3 25 | $223.5M | $62.9M | ||
| Q2 25 | $153.1M | $65.6M | ||
| Q1 25 | $169.4M | $58.0M | ||
| Q4 24 | $182.6M | $83.2M | ||
| Q3 24 | $176.0M | $30.1M | ||
| Q2 24 | $175.1M | $26.4M | ||
| Q1 24 | $174.4M | $27.0M |
总债务AOSLOFIX
| Q4 25 | — | — | ||
| Q3 25 | — | $157.2M | ||
| Q2 25 | $14.9M | $157.0M | ||
| Q1 25 | — | $156.9M | ||
| Q4 24 | — | $157.0M | ||
| Q3 24 | — | $118.5M | ||
| Q2 24 | $26.7M | $118.0M | ||
| Q1 24 | — | $118.2M |
股东权益AOSLOFIX
| Q4 25 | $818.8M | $450.0M | ||
| Q3 25 | $834.1M | $442.5M | ||
| Q2 25 | $822.3M | $458.3M | ||
| Q1 25 | $886.3M | $458.3M | ||
| Q4 24 | $902.6M | $503.1M | ||
| Q3 24 | $895.3M | $525.9M | ||
| Q2 24 | $891.6M | $546.0M | ||
| Q1 24 | $888.9M | $570.3M |
总资产AOSLOFIX
| Q4 25 | $1.0B | $850.6M | ||
| Q3 25 | $1.0B | $832.6M | ||
| Q2 25 | $1.0B | $837.2M | ||
| Q1 25 | $1.1B | $823.1M | ||
| Q4 24 | $1.1B | $893.3M | ||
| Q3 24 | $1.1B | $867.9M | ||
| Q2 24 | $1.1B | $882.0M | ||
| Q1 24 | $1.2B | $906.0M |
负债/权益比AOSLOFIX
| Q4 25 | — | — | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | 0.02× | 0.34× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | — | 0.31× | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | 0.03× | 0.22× | ||
| Q1 24 | — | 0.21× |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $-23.1M | $16.8M |
| 自由现金流率自由现金流/营收 | -14.2% | 7.6% |
| 资本支出强度资本支出/营收 | 9.2% | 4.9% |
| 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 | $-1.3M |
8季度趋势，按日历期对齐
经营现金流AOSLOFIX
| Q4 25 | $-8.1M | $27.7M | ||
| Q3 25 | $10.2M | $12.4M | ||
| Q2 25 | $-2.8M | $11.6M | ||
| Q1 25 | $7.4M | $-18.4M | ||
| Q4 24 | $14.1M | $23.7M | ||
| Q3 24 | $11.0M | $11.7M | ||
| Q2 24 | $7.1M | $9.0M | ||
| Q1 24 | $28.2M | $-18.6M |
自由现金流AOSLOFIX
| Q4 25 | $-23.1M | $16.8M | ||
| Q3 25 | $420.0K | $2.5M | ||
| Q2 25 | $-17.2M | $4.5M | ||
| Q1 25 | $-1.1M | $-25.1M | ||
| Q4 24 | $6.6M | $15.2M | ||
| Q3 24 | $4.1M | $6.3M | ||
| Q2 24 | $-210.0K | $-360.0K | ||
| Q1 24 | $20.5M | $-29.1M |
自由现金流率AOSLOFIX
| Q4 25 | -14.2% | 7.6% | ||
| Q3 25 | 0.2% | 1.2% | ||
| Q2 25 | -9.7% | 2.2% | ||
| Q1 25 | -0.6% | -13.0% | ||
| Q4 24 | 3.8% | 7.0% | ||
| Q3 24 | 2.3% | 3.2% | ||
| Q2 24 | -0.1% | -0.2% | ||
| Q1 24 | 13.7% | -15.4% |
资本支出强度AOSLOFIX
| Q4 25 | 9.2% | 4.9% | ||
| Q3 25 | 5.4% | 4.8% | ||
| Q2 25 | 8.1% | 3.5% | ||
| Q1 25 | 5.1% | 3.5% | ||
| Q4 24 | 4.3% | 4.0% | ||
| Q3 24 | 3.8% | 2.7% | ||
| Q2 24 | 4.5% | 4.7% | ||
| Q1 24 | 5.2% | 5.6% |
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% |
OFIX
| Spinal Implants Biologics And Enabling Technologies | $113.6M | 52% |
| Bone Growth Therapies | $68.3M | 31% |
| Other | $22.7M | 10% |
| IT | $5.9M | 3% |
| GB | $3.5M | 2% |
| FR | $3.5M | 2% |
| DE | $2.3M | 1% |
