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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与OCTAVE SPECIALTY GROUP INC（OSG）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OCTAVE SPECIALTY GROUP INC的1.6倍（$163.8M vs $104.2M），OCTAVE SPECIALTY GROUP INC净利率更高（-6.6% vs -8.4%，领先1.8%），OCTAVE SPECIALTY GROUP INC同比增速更快（66.0% vs -0.5%），过去两年OCTAVE SPECIALTY GROUP INC的营收复合增速更高（42.9% 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。
奥克塔夫专业集团是一家专业保险控股企业，主营定制化财产与意外伤害保险产品，核心业务聚焦超额剩余保险领域，为北美地区的商业及个人客户提供定制化风险保障解决方案。
AOSL vs OSG — 直观对比
营收规模更大
AOSL
是对方的1.6倍
$104.2M
营收增速更快
OSG
高出66.5%
-0.5%
净利率更高
OSG
高出1.8%
-8.4%
两年增速更快
OSG
近两年复合增速
0.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $163.8M | $104.2M |
| 净利润 | $-13.8M | $-6.9M |
| 毛利率 | 21.1% | — |
| 营业利润率 | 70.3% | — |
| 净利率 | -8.4% | -6.6% |
| 营收同比 | -0.5% | 66.0% |
| 净利润同比 | -27.8% | — |
| 每股收益（稀释后） | $-0.46 | $-0.13 |
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AOSLOSG
| Q1 26 | $163.8M | $104.2M | ||
| Q4 25 | $162.3M | $66.9M | ||
| Q3 25 | $182.5M | $66.6M | ||
| Q2 25 | $176.5M | $55.0M | ||
| Q1 25 | $164.6M | $62.8M | ||
| Q4 24 | $173.2M | $65.2M | ||
| Q3 24 | $181.9M | $70.0M | ||
| Q2 24 | $161.3M | $51.0M |
净利润AOSLOSG
| Q1 26 | $-13.8M | $-6.9M | ||
| Q4 25 | $-13.3M | $-29.7M | ||
| Q3 25 | $-2.1M | $-112.6M | ||
| Q2 25 | $-77.1M | $-72.7M | ||
| Q1 25 | $-10.8M | $-44.7M | ||
| Q4 24 | $-6.6M | $-20.9M | ||
| Q3 24 | $-2.5M | $-27.5M | ||
| Q2 24 | $-2.7M | $-750.0K |
毛利率AOSLOSG
| 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AOSLOSG
| Q1 26 | 70.3% | — | ||
| Q4 25 | -8.4% | -76.7% | ||
| Q3 25 | -2.5% | -48.2% | ||
| Q2 25 | -6.6% | -41.8% | ||
| Q1 25 | -6.5% | -24.1% | ||
| Q4 24 | -3.4% | -55.5% | ||
| Q3 24 | -0.1% | -29.7% | ||
| Q2 24 | -0.9% | -28.9% |
净利率AOSLOSG
| Q1 26 | -8.4% | -6.6% | ||
| Q4 25 | -8.2% | -73.8% | ||
| Q3 25 | -1.2% | -169.1% | ||
| Q2 25 | -43.7% | -132.3% | ||
| Q1 25 | -6.6% | -71.3% | ||
| Q4 24 | -3.8% | -55.1% | ||
| Q3 24 | -1.4% | -39.3% | ||
| Q2 24 | -1.7% | -1.5% |
每股收益（稀释后）AOSLOSG
| Q1 26 | $-0.46 | $-0.13 | ||
| Q4 25 | $-0.45 | $-0.82 | ||
| Q3 25 | $-0.07 | $-2.35 | ||
| Q2 25 | $-2.61 | $-1.54 | ||
| Q1 25 | $-0.37 | $-1.22 | ||
| Q4 24 | $-0.23 | $-11.75 | ||
| Q3 24 | $-0.09 | $-0.63 | ||
| Q2 24 | $-0.09 | $-0.02 |
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 | — |
| 总债务越低越好 | $4.4M | $117.1M |
| 股东权益账面价值 | $800.2M | $833.6M |
| 总资产 | $976.4M | $2.3B |
| 负债/权益比越低杠杆越低 | 0.01× | 0.14× |
8季度趋势，按日历期对齐
现金及短期投资AOSLOSG
| Q1 26 | $190.3M | — | ||
| Q4 25 | $196.3M | $146.4M | ||
| Q3 25 | $223.5M | $27.5M | ||
| Q2 25 | $153.1M | $22.5M | ||
| Q1 25 | $169.4M | $34.1M | ||
| Q4 24 | $182.6M | $157.2M | ||
| Q3 24 | $176.0M | $40.8M | ||
| Q2 24 | $175.1M | $14.6M |
总债务AOSLOSG
| Q1 26 | $4.4M | $117.1M | ||
| Q4 25 | — | $117.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | $14.9M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $518.0M | ||
| Q2 24 | $26.7M | $515.0M |
股东权益AOSLOSG
| Q1 26 | $800.2M | $833.6M | ||
| Q4 25 | $818.8M | $715.8M | ||
| Q3 25 | $834.1M | $843.4M | ||
| Q2 25 | $822.3M | $859.8M | ||
| Q1 25 | $886.3M | $852.2M | ||
| Q4 24 | $902.6M | $798.4M | ||
| Q3 24 | $895.3M | $1.5B | ||
| Q2 24 | $891.6M | $1.4B |
总资产AOSLOSG
| Q1 26 | $976.4M | $2.3B | ||
| Q4 25 | $1.0B | $2.2B | ||
| Q3 25 | $1.0B | $2.1B | ||
| Q2 25 | $1.0B | $8.5B | ||
| Q1 25 | $1.1B | $8.3B | ||
| Q4 24 | $1.1B | $8.1B | ||
| Q3 24 | $1.1B | $9.3B | ||
| Q2 24 | $1.1B | $8.2B |
负债/权益比AOSLOSG
| Q1 26 | 0.01× | 0.14× | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.02× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.35× | ||
| Q2 24 | 0.03× | 0.38× |
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
OSG
| Commissions | $68.2M | 65% |
| Other | $20.6M | 20% |
| Servicing and other fees | $9.4M | 9% |
| Program fees | $3.6M | 3% |
| Investment income | $2.4M | 2% |
