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ALPHA & OMEGA SEMICONDUCTOR Ltd(AOSL)与合众银行(OSBC)财务数据对比。点击上方公司名可切换其他公司
ALPHA & OMEGA SEMICONDUCTOR Ltd的季度营收约是合众银行的1.7倍($163.8M vs $93.8M),合众银行净利率更高(27.3% vs -8.4%,领先35.7%),过去两年合众银行的营收复合增速更高(15.1% 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。
合众银行是一家总部位于美国明尼阿波利斯、在特拉华州注册的美国跨国银行机构。截至2025年,它是美国第五大银行,也是美国中西部规模最大的银行,被金融稳定委员会认定为具有系统重要性的金融机构,主营银行、投资、抵押等金融服务。
AOSL vs OSBC — 直观对比
营收规模更大
AOSL
是对方的1.7倍
$93.8M
净利率更高
OSBC
高出35.7%
-8.4%
两年增速更快
OSBC
近两年复合增速
0.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $163.8M | $93.8M |
| 净利润 | $-13.8M | $25.6M |
| 毛利率 | 21.1% | — |
| 营业利润率 | 70.3% | — |
| 净利率 | -8.4% | 27.3% |
| 营收同比 | -0.5% | — |
| 净利润同比 | -27.8% | 159.2% |
| 每股收益(稀释后) | $-0.46 | $0.48 |
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
AOSL
OSBC
| Q1 26 | $163.8M | $93.8M | ||
| Q4 25 | $162.3M | $95.2M | ||
| Q3 25 | $182.5M | $95.9M | ||
| Q2 25 | $176.5M | $75.1M | ||
| Q1 25 | $164.6M | $73.1M | ||
| Q4 24 | $173.2M | $73.2M | ||
| Q3 24 | $181.9M | $71.2M | ||
| Q2 24 | $161.3M | $70.8M |
净利润
AOSL
OSBC
| Q1 26 | $-13.8M | $25.6M | ||
| Q4 25 | $-13.3M | — | ||
| Q3 25 | $-2.1M | $9.9M | ||
| Q2 25 | $-77.1M | $21.8M | ||
| Q1 25 | $-10.8M | $19.8M | ||
| Q4 24 | $-6.6M | — | ||
| Q3 24 | $-2.5M | $23.0M | ||
| Q2 24 | $-2.7M | $21.9M |
毛利率
AOSL
OSBC
| 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
AOSL
OSBC
| Q1 26 | 70.3% | — | ||
| Q4 25 | -8.4% | 41.2% | ||
| Q3 25 | -2.5% | 13.6% | ||
| Q2 25 | -6.6% | 38.9% | ||
| Q1 25 | -6.5% | 35.8% | ||
| Q4 24 | -3.4% | 34.7% | ||
| Q3 24 | -0.1% | 41.9% | ||
| Q2 24 | -0.9% | 41.2% |
净利率
AOSL
OSBC
| Q1 26 | -8.4% | 27.3% | ||
| Q4 25 | -8.2% | — | ||
| Q3 25 | -1.2% | 10.3% | ||
| Q2 25 | -43.7% | 29.0% | ||
| Q1 25 | -6.6% | 27.1% | ||
| Q4 24 | -3.8% | — | ||
| Q3 24 | -1.4% | 32.3% | ||
| Q2 24 | -1.7% | 30.9% |
每股收益(稀释后)
AOSL
OSBC
| Q1 26 | $-0.46 | $0.48 | ||
| Q4 25 | $-0.45 | $0.53 | ||
| Q3 25 | $-0.07 | $0.18 | ||
| Q2 25 | $-2.61 | $0.48 | ||
| Q1 25 | $-0.37 | $0.43 | ||
| Q4 24 | $-0.23 | $0.42 | ||
| Q3 24 | $-0.09 | $0.50 | ||
| Q2 24 | $-0.09 | $0.48 |
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 | $115.7M |
| 总债务越低越好 | $4.4M | — |
| 股东权益账面价值 | $800.2M | $893.3M |
| 总资产 | $976.4M | $6.8B |
| 负债/权益比越低杠杆越低 | 0.01× | — |
8季度趋势,按日历期对齐
现金及短期投资
AOSL
OSBC
| Q1 26 | $190.3M | $115.7M | ||
| Q4 25 | $196.3M | $124.0M | ||
| Q3 25 | $223.5M | $116.5M | ||
| Q2 25 | $153.1M | $141.8M | ||
| Q1 25 | $169.4M | $256.1M | ||
| Q4 24 | $182.6M | $99.3M | ||
| Q3 24 | $176.0M | $115.8M | ||
| Q2 24 | $175.1M | $120.9M |
总债务
AOSL
OSBC
| Q1 26 | $4.4M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $14.9M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $26.7M | — |
股东权益
AOSL
OSBC
| Q1 26 | $800.2M | $893.3M | ||
| Q4 25 | $818.8M | $896.8M | ||
| Q3 25 | $834.1M | $866.7M | ||
| Q2 25 | $822.3M | $718.6M | ||
| Q1 25 | $886.3M | $694.5M | ||
| Q4 24 | $902.6M | $671.0M | ||
| Q3 24 | $895.3M | $661.4M | ||
| Q2 24 | $891.6M | $619.3M |
总资产
AOSL
OSBC
| Q1 26 | $976.4M | $6.8B | ||
| Q4 25 | $1.0B | $6.9B | ||
| Q3 25 | $1.0B | $7.0B | ||
| Q2 25 | $1.0B | $5.7B | ||
| Q1 25 | $1.1B | $5.7B | ||
| Q4 24 | $1.1B | $5.6B | ||
| Q3 24 | $1.1B | $5.7B | ||
| Q2 24 | $1.1B | $5.7B |
负债/权益比
AOSL
OSBC
| Q1 26 | 0.01× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.02× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.03× | — |
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
OSBC
| Net Interest Income | $81.1M | 87% |
| Noninterest Income | $12.6M | 13% |