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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
REPLIGEN CORP的季度营收约是ALPHA & OMEGA SEMICONDUCTOR Ltd的1.2倍（$197.9M vs $162.3M），REPLIGEN CORP净利率更高（6.7% vs -8.2%，领先14.9%），REPLIGEN CORP同比增速更快（13.6% vs -6.3%），REPLIGEN CORP自由现金流更多（$17.6M vs $-23.1M），过去两年REPLIGEN CORP的营收复合增速更高（14.4% 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。
Repligen是一家全球生命科学企业，专注于创新生物工艺技术与系统的研发及商业化，助力提升生物药生产效率。公司1981年成立，总部位于美国马萨诸塞州沃尔瑟姆，于纳斯达克挂牌上市，股票代码RGEN，截至2025年全球员工超1900人，主要服务生物制药领域客户。
AOSL vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.2倍
$162.3M
营收增速更快
RGEN
高出19.9%
-6.3%
净利率更高
RGEN
高出14.9%
-8.2%
自由现金流更多
RGEN
多$40.6M
$-23.1M
两年增速更快
RGEN
近两年复合增速
4.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $162.3M | $197.9M |
| 净利润 | $-13.3M | $13.3M |
| 毛利率 | 21.5% | 52.5% |
| 营业利润率 | -8.4% | 9.0% |
| 净利率 | -8.2% | 6.7% |
| 营收同比 | -6.3% | 13.6% |
| 净利润同比 | -101.0% | 143.9% |
| 每股收益（稀释后） | $-0.45 | $0.24 |
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AOSLRGEN
| Q4 25 | $162.3M | $197.9M | ||
| Q3 25 | $182.5M | $188.8M | ||
| Q2 25 | $176.5M | $182.4M | ||
| Q1 25 | $164.6M | $169.2M | ||
| Q4 24 | $173.2M | $174.1M | ||
| Q3 24 | $181.9M | $154.9M | ||
| Q2 24 | $161.3M | $154.1M | ||
| Q1 24 | $150.1M | $151.3M |
净利润AOSLRGEN
| Q4 25 | $-13.3M | $13.3M | ||
| Q3 25 | $-2.1M | $14.9M | ||
| Q2 25 | $-77.1M | $14.9M | ||
| Q1 25 | $-10.8M | $5.8M | ||
| Q4 24 | $-6.6M | $-30.3M | ||
| Q3 24 | $-2.5M | $-654.0K | ||
| Q2 24 | $-2.7M | $3.3M | ||
| Q1 24 | $-11.2M | $2.1M |
毛利率AOSLRGEN
| Q4 25 | 21.5% | 52.5% | ||
| Q3 25 | 23.5% | 53.2% | ||
| Q2 25 | 23.4% | 50.0% | ||
| Q1 25 | 21.4% | 53.6% | ||
| Q4 24 | 23.1% | 26.1% | ||
| Q3 24 | 24.5% | 50.0% | ||
| Q2 24 | 25.7% | 49.8% | ||
| Q1 24 | 23.7% | 49.5% |
营业利润率AOSLRGEN
| Q4 25 | -8.4% | 9.0% | ||
| Q3 25 | -2.5% | 8.9% | ||
| Q2 25 | -6.6% | 7.6% | ||
| Q1 25 | -6.5% | 3.9% | ||
| Q4 24 | -3.4% | -17.7% | ||
| Q3 24 | -0.1% | -5.1% | ||
| Q2 24 | -0.9% | 1.0% | ||
| Q1 24 | -7.0% | 1.3% |
净利率AOSLRGEN
| Q4 25 | -8.2% | 6.7% | ||
| Q3 25 | -1.2% | 7.9% | ||
| Q2 25 | -43.7% | 8.2% | ||
| Q1 25 | -6.6% | 3.4% | ||
| Q4 24 | -3.8% | -17.4% | ||
| Q3 24 | -1.4% | -0.4% | ||
| Q2 24 | -1.7% | 2.2% | ||
| Q1 24 | -7.5% | 1.4% |
每股收益（稀释后）AOSLRGEN
| Q4 25 | $-0.45 | $0.24 | ||
| Q3 25 | $-0.07 | $0.26 | ||
| Q2 25 | $-2.61 | $0.26 | ||
| Q1 25 | $-0.37 | $0.10 | ||
| Q4 24 | $-0.23 | $-0.55 | ||
| Q3 24 | $-0.09 | $-0.01 | ||
| Q2 24 | $-0.09 | $0.06 | ||
| Q1 24 | $-0.39 | $0.04 |
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 | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $818.8M | $2.1B |
| 总资产 | $1.0B | $2.9B |
| 负债/权益比越低杠杆越低 | — | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资AOSLRGEN
| Q4 25 | $196.3M | $767.6M | ||
| Q3 25 | $223.5M | $748.7M | ||
| Q2 25 | $153.1M | $708.9M | ||
| Q1 25 | $169.4M | $697.2M | ||
| Q4 24 | $182.6M | $757.4M | ||
| Q3 24 | $176.0M | $784.0M | ||
| Q2 24 | $175.1M | $809.1M | ||
| Q1 24 | $174.4M | $780.6M |
总债务AOSLRGEN
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | $14.9M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | $26.7M | — | ||
| Q1 24 | — | — |
股东权益AOSLRGEN
| Q4 25 | $818.8M | $2.1B | ||
| Q3 25 | $834.1M | $2.1B | ||
| Q2 25 | $822.3M | $2.1B | ||
| Q1 25 | $886.3M | $2.0B | ||
| Q4 24 | $902.6M | $2.0B | ||
| Q3 24 | $895.3M | $2.0B | ||
| Q2 24 | $891.6M | $2.0B | ||
| Q1 24 | $888.9M | $2.0B |
总资产AOSLRGEN
| Q4 25 | $1.0B | $2.9B | ||
| Q3 25 | $1.0B | $2.9B | ||
| Q2 25 | $1.0B | $2.9B | ||
| Q1 25 | $1.1B | $2.9B | ||
| Q4 24 | $1.1B | $2.8B | ||
| Q3 24 | $1.1B | $2.8B | ||
| Q2 24 | $1.1B | $2.9B | ||
| Q1 24 | $1.2B | $2.8B |
负债/权益比AOSLRGEN
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | 0.02× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| 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 | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $-23.1M | $17.6M |
| 自由现金流率自由现金流/营收 | -14.2% | 8.9% |
| 资本支出强度资本支出/营收 | 9.2% | 4.1% |
| 现金转化率经营现金流/净利润 | — | 1.93× |
| 过去12个月自由现金流最近4个季度 | $-40.9M | $93.9M |
8季度趋势，按日历期对齐
经营现金流AOSLRGEN
| Q4 25 | $-8.1M | $25.7M | ||
| Q3 25 | $10.2M | $48.1M | ||
| Q2 25 | $-2.8M | $28.6M | ||
| Q1 25 | $7.4M | $15.0M | ||
| Q4 24 | $14.1M | $39.2M | ||
| Q3 24 | $11.0M | $49.3M | ||
| Q2 24 | $7.1M | $42.2M | ||
| Q1 24 | $28.2M | $44.7M |
自由现金流AOSLRGEN
| Q4 25 | $-23.1M | $17.6M | ||
| Q3 25 | $420.0K | $43.4M | ||
| Q2 25 | $-17.2M | $21.5M | ||
| Q1 25 | $-1.1M | $11.4M | ||
| Q4 24 | $6.6M | $33.6M | ||
| Q3 24 | $4.1M | $42.3M | ||
| Q2 24 | $-210.0K | $37.4M | ||
| Q1 24 | $20.5M | $36.4M |
自由现金流率AOSLRGEN
| Q4 25 | -14.2% | 8.9% | ||
| Q3 25 | 0.2% | 23.0% | ||
| Q2 25 | -9.7% | 11.8% | ||
| Q1 25 | -0.6% | 6.8% | ||
| Q4 24 | 3.8% | 19.3% | ||
| Q3 24 | 2.3% | 27.3% | ||
| Q2 24 | -0.1% | 24.3% | ||
| Q1 24 | 13.7% | 24.0% |
资本支出强度AOSLRGEN
| Q4 25 | 9.2% | 4.1% | ||
| Q3 25 | 5.4% | 2.5% | ||
| Q2 25 | 8.1% | 3.9% | ||
| Q1 25 | 5.1% | 2.1% | ||
| Q4 24 | 4.3% | 3.2% | ||
| Q3 24 | 3.8% | 4.5% | ||
| Q2 24 | 4.5% | 3.1% | ||
| Q1 24 | 5.2% | 5.5% |
现金转化率AOSLRGEN
| Q4 25 | — | 1.93× | ||
| Q3 25 | — | 3.23× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 12.70× | ||
| Q1 24 | — | 21.35× |
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% |
RGEN
暂无分部数据
