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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与REPUBLIC BANCORP INC（RBCAA）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REPUBLIC BANCORP INC的1.7倍（$162.3M vs $94.3M），REPUBLIC BANCORP INC净利率更高（24.2% vs -8.2%，领先32.4%），REPUBLIC BANCORP INC同比增速更快（5.3% vs -6.3%），REPUBLIC BANCORP INC自由现金流更多（$161.1M vs $-23.1M），过去两年ALPHA & OMEGA SEMICONDUCTOR Ltd的营收复合增速更高（4.0% vs -11.5%）
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。
肯塔基州共和银行是美国的一家区域性银行控股企业，提供零售及商业银行全品类服务，涵盖个人存贷款、企业融资、按揭产品及财富管理解决方案，主要服务肯塔基州及周边州的个人消费者和中小企业客户。
AOSL vs RBCAA — 直观对比
营收规模更大
AOSL
是对方的1.7倍
$94.3M
营收增速更快
RBCAA
高出11.6%
-6.3%
净利率更高
RBCAA
高出32.4%
-8.2%
自由现金流更多
RBCAA
多$184.2M
$-23.1M
两年增速更快
AOSL
近两年复合增速
-11.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $162.3M | $94.3M |
| 净利润 | $-13.3M | $22.8M |
| 毛利率 | 21.5% | — |
| 营业利润率 | -8.4% | 29.3% |
| 净利率 | -8.2% | 24.2% |
| 营收同比 | -6.3% | 5.3% |
| 净利润同比 | -101.0% | 20.0% |
| 每股收益（稀释后） | $-0.45 | — |
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AOSLRBCAA
| Q4 25 | $162.3M | $94.3M | ||
| Q3 25 | $182.5M | $93.5M | ||
| Q2 25 | $176.5M | $93.8M | ||
| Q1 25 | $164.6M | $135.8M | ||
| Q4 24 | $173.2M | $89.5M | ||
| Q3 24 | $181.9M | $88.1M | ||
| Q2 24 | $161.3M | $86.9M | ||
| Q1 24 | $150.1M | $120.3M |
净利润AOSLRBCAA
| Q4 25 | $-13.3M | $22.8M | ||
| Q3 25 | $-2.1M | $29.7M | ||
| Q2 25 | $-77.1M | $31.5M | ||
| Q1 25 | $-10.8M | $47.3M | ||
| Q4 24 | $-6.6M | $19.0M | ||
| Q3 24 | $-2.5M | $26.5M | ||
| Q2 24 | $-2.7M | $25.2M | ||
| Q1 24 | $-11.2M | $30.6M |
毛利率AOSLRBCAA
| 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% | — | ||
| Q1 24 | 23.7% | — |
营业利润率AOSLRBCAA
| Q4 25 | -8.4% | 29.3% | ||
| Q3 25 | -2.5% | 40.4% | ||
| Q2 25 | -6.6% | 43.0% | ||
| Q1 25 | -6.5% | 44.1% | ||
| Q4 24 | -3.4% | 25.8% | ||
| Q3 24 | -0.1% | 38.4% | ||
| Q2 24 | -0.9% | 37.0% | ||
| Q1 24 | -7.0% | 32.2% |
净利率AOSLRBCAA
| Q4 25 | -8.2% | 24.2% | ||
| Q3 25 | -1.2% | 31.8% | ||
| Q2 25 | -43.7% | 33.5% | ||
| Q1 25 | -6.6% | 34.8% | ||
| Q4 24 | -3.8% | 21.2% | ||
| Q3 24 | -1.4% | 30.1% | ||
| Q2 24 | -1.7% | 29.0% | ||
| Q1 24 | -7.5% | 25.4% |
每股收益（稀释后）AOSLRBCAA
| Q4 25 | $-0.45 | — | ||
| Q3 25 | $-0.07 | — | ||
| Q2 25 | $-2.61 | — | ||
| Q1 25 | $-0.37 | — | ||
| Q4 24 | $-0.23 | — | ||
| Q3 24 | $-0.09 | — | ||
| Q2 24 | $-0.09 | — | ||
| Q1 24 | $-0.39 | — |
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 | $220.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $818.8M | $1.1B |
| 总资产 | $1.0B | $7.0B |
| 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AOSLRBCAA
| Q4 25 | $196.3M | $220.0M | ||
| Q3 25 | $223.5M | $484.2M | ||
| Q2 25 | $153.1M | $484.8M | ||
| Q1 25 | $169.4M | $793.0M | ||
| Q4 24 | $182.6M | $432.2M | ||
| Q3 24 | $176.0M | $530.9M | ||
| Q2 24 | $175.1M | $400.1M | ||
| Q1 24 | $174.4M | $546.4M |
总债务AOSLRBCAA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $14.9M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $26.7M | — | ||
| Q1 24 | — | — |
股东权益AOSLRBCAA
| Q4 25 | $818.8M | $1.1B | ||
| Q3 25 | $834.1M | $1.1B | ||
| Q2 25 | $822.3M | $1.1B | ||
| Q1 25 | $886.3M | $1.0B | ||
| Q4 24 | $902.6M | $992.0M | ||
| Q3 24 | $895.3M | $979.7M | ||
| Q2 24 | $891.6M | $955.4M | ||
| Q1 24 | $888.9M | $935.6M |
总资产AOSLRBCAA
| Q4 25 | $1.0B | $7.0B | ||
| Q3 25 | $1.0B | $7.0B | ||
| Q2 25 | $1.0B | $7.0B | ||
| Q1 25 | $1.1B | $7.1B | ||
| Q4 24 | $1.1B | $6.8B | ||
| Q3 24 | $1.1B | $6.7B | ||
| Q2 24 | $1.1B | $6.6B | ||
| Q1 24 | $1.2B | $6.9B |
负债/权益比AOSLRBCAA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.02× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.03× | — | ||
| Q1 24 | — | — |
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 | $168.2M |
| 自由现金流经营现金流 - 资本支出 | $-23.1M | $161.1M |
| 自由现金流率自由现金流/营收 | -14.2% | 170.9% |
| 资本支出强度资本支出/营收 | 9.2% | 7.5% |
| 现金转化率经营现金流/净利润 | — | 7.37× |
| 过去12个月自由现金流最近4个季度 | $-40.9M | $288.6M |
8季度趋势，按日历期对齐
经营现金流AOSLRBCAA
| Q4 25 | $-8.1M | $168.2M | ||
| Q3 25 | $10.2M | $33.3M | ||
| Q2 25 | $-2.8M | $8.4M | ||
| Q1 25 | $7.4M | $93.2M | ||
| Q4 24 | $14.1M | $149.0M | ||
| Q3 24 | $11.0M | $51.3M | ||
| Q2 24 | $7.1M | $4.0M | ||
| Q1 24 | $28.2M | $71.2M |
自由现金流AOSLRBCAA
| Q4 25 | $-23.1M | $161.1M | ||
| Q3 25 | $420.0K | $30.8M | ||
| Q2 25 | $-17.2M | $5.2M | ||
| Q1 25 | $-1.1M | $91.6M | ||
| Q4 24 | $6.6M | $143.2M | ||
| Q3 24 | $4.1M | $49.8M | ||
| Q2 24 | $-210.0K | $2.7M | ||
| Q1 24 | $20.5M | $69.1M |
自由现金流率AOSLRBCAA
| Q4 25 | -14.2% | 170.9% | ||
| Q3 25 | 0.2% | 32.9% | ||
| Q2 25 | -9.7% | 5.5% | ||
| Q1 25 | -0.6% | 67.4% | ||
| Q4 24 | 3.8% | 160.0% | ||
| Q3 24 | 2.3% | 56.5% | ||
| Q2 24 | -0.1% | 3.1% | ||
| Q1 24 | 13.7% | 57.5% |
资本支出强度AOSLRBCAA
| Q4 25 | 9.2% | 7.5% | ||
| Q3 25 | 5.4% | 2.6% | ||
| Q2 25 | 8.1% | 3.5% | ||
| Q1 25 | 5.1% | 1.2% | ||
| Q4 24 | 4.3% | 6.5% | ||
| Q3 24 | 3.8% | 1.7% | ||
| Q2 24 | 4.5% | 1.5% | ||
| Q1 24 | 5.2% | 1.7% |
现金转化率AOSLRBCAA
| Q4 25 | — | 7.37× | ||
| Q3 25 | — | 1.12× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 1.97× | ||
| Q4 24 | — | 7.84× | ||
| Q3 24 | — | 1.93× | ||
| Q2 24 | — | 0.16× | ||
| Q1 24 | — | 2.33× |
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% |
RBCAA
暂无分部数据
