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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与RESOURCES CONNECTION, INC.（RGP）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RESOURCES CONNECTION, INC.的1.4倍（$162.3M vs $117.7M），ALPHA & OMEGA SEMICONDUCTOR Ltd净利率更高（-8.2% vs -10.8%，领先2.6%），ALPHA & OMEGA SEMICONDUCTOR Ltd同比增速更快（-6.3% vs -19.2%），RESOURCES CONNECTION, INC.自由现金流更多（$15.6M vs $-23.1M），过去两年ALPHA & OMEGA SEMICONDUCTOR Ltd的营收复合增速更高（4.0% vs -11.8%）
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。
RGP原名 Resources Global Professionals，是 Resources Connection, Inc. 的核心运营主体，面向全球客户提供多领域专业咨询服务，覆盖财务会计、信息管理、治理风险合规、人力资本、法务监管、企业咨询与重组、战略传播以及供应链管理等板块。
AOSL vs RGP — 直观对比
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $162.3M | $117.7M |
| 净利润 | $-13.3M | $-12.7M |
| 毛利率 | 21.5% | 37.1% |
| 营业利润率 | -8.4% | -10.3% |
| 净利率 | -8.2% | -10.8% |
| 营收同比 | -6.3% | -19.2% |
| 净利润同比 | -101.0% | 81.6% |
| 每股收益（稀释后） | $-0.45 | $-0.38 |
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
| Q4 25 | $162.3M | $117.7M | ||
| Q3 25 | $182.5M | $120.2M | ||
| Q2 25 | $176.5M | $139.3M | ||
| Q1 25 | $164.6M | $129.4M | ||
| Q4 24 | $173.2M | $145.6M | ||
| Q3 24 | $181.9M | $136.9M | ||
| Q2 24 | $161.3M | $148.2M | ||
| Q1 24 | $150.1M | $151.3M |
| Q4 25 | $-13.3M | $-12.7M | ||
| Q3 25 | $-2.1M | $-2.4M | ||
| Q2 25 | $-77.1M | $-73.3M | ||
| Q1 25 | $-10.8M | $-44.1M | ||
| Q4 24 | $-6.6M | $-68.7M | ||
| Q3 24 | $-2.5M | $-5.7M | ||
| Q2 24 | $-2.7M | $10.5M | ||
| Q1 24 | $-11.2M | $2.5M |
| Q4 25 | 21.5% | 37.1% | ||
| Q3 25 | 23.5% | 39.5% | ||
| Q2 25 | 23.4% | 40.2% | ||
| Q1 25 | 21.4% | 35.1% | ||
| Q4 24 | 23.1% | 38.5% | ||
| Q3 24 | 24.5% | 36.5% | ||
| Q2 24 | 25.7% | 40.2% | ||
| Q1 24 | 23.7% | 37.0% |
| Q4 25 | -8.4% | -10.3% | ||
| Q3 25 | -2.5% | -1.7% | ||
| Q2 25 | -6.6% | -47.0% | ||
| Q1 25 | -6.5% | -38.4% | ||
| Q4 24 | -3.4% | -52.7% | ||
| Q3 24 | -0.1% | -3.5% | ||
| Q2 24 | -0.9% | 7.6% | ||
| Q1 24 | -7.0% | 2.8% |
| Q4 25 | -8.2% | -10.8% | ||
| Q3 25 | -1.2% | -2.0% | ||
| Q2 25 | -43.7% | -52.6% | ||
| Q1 25 | -6.6% | -34.0% | ||
| Q4 24 | -3.8% | -47.2% | ||
| Q3 24 | -1.4% | -4.2% | ||
| Q2 24 | -1.7% | 7.1% | ||
| Q1 24 | -7.5% | 1.7% |
| Q4 25 | $-0.45 | $-0.38 | ||
| Q3 25 | $-0.07 | $-0.07 | ||
| Q2 25 | $-2.61 | $-2.21 | ||
| Q1 25 | $-0.37 | $-1.34 | ||
| Q4 24 | $-0.23 | $-2.08 | ||
| Q3 24 | $-0.09 | $-0.17 | ||
| Q2 24 | $-0.09 | $0.31 | ||
| Q1 24 | $-0.39 | $0.08 |
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 | $89.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $818.8M | $194.6M |
| 总资产 | $1.0B | $289.3M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $196.3M | $89.8M | ||
| Q3 25 | $223.5M | $77.5M | ||
| Q2 25 | $153.1M | $86.1M | ||
| Q1 25 | $169.4M | $72.5M | ||
| Q4 24 | $182.6M | $78.2M | ||
| Q3 24 | $176.0M | $89.6M | ||
| Q2 24 | $175.1M | $108.9M | ||
| Q1 24 | $174.4M | $113.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $14.9M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $26.7M | — | ||
| Q1 24 | — | — |
| Q4 25 | $818.8M | $194.6M | ||
| Q3 25 | $834.1M | $206.4M | ||
| Q2 25 | $822.3M | $207.1M | ||
| Q1 25 | $886.3M | $277.8M | ||
| Q4 24 | $902.6M | $325.7M | ||
| Q3 24 | $895.3M | $407.2M | ||
| Q2 24 | $891.6M | $418.8M | ||
| Q1 24 | $888.9M | $414.9M |
| Q4 25 | $1.0B | $289.3M | ||
| Q3 25 | $1.0B | $287.2M | ||
| Q2 25 | $1.0B | $304.7M | ||
| Q1 25 | $1.1B | $375.6M | ||
| Q4 24 | $1.1B | $424.9M | ||
| Q3 24 | $1.1B | $512.9M | ||
| Q2 24 | $1.1B | $510.9M | ||
| Q1 24 | $1.2B | $523.2M |
| 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 | $15.9M |
| 自由现金流经营现金流 - 资本支出 | $-23.1M | $15.6M |
| 自由现金流率自由现金流/营收 | -14.2% | 13.2% |
| 资本支出强度资本支出/营收 | 9.2% | 0.3% |
| 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 | $24.3M |
8季度趋势，按日历期对齐
| Q4 25 | $-8.1M | $15.9M | ||
| Q3 25 | $10.2M | $-7.8M | ||
| Q2 25 | $-2.8M | $16.8M | ||
| Q1 25 | $7.4M | $659.0K | ||
| Q4 24 | $14.1M | $1.8M | ||
| Q3 24 | $11.0M | $-309.0K | ||
| Q2 24 | $7.1M | $3.2M | ||
| Q1 24 | $28.2M | $20.5M |
| Q4 25 | $-23.1M | $15.6M | ||
| Q3 25 | $420.0K | $-8.0M | ||
| Q2 25 | $-17.2M | $16.5M | ||
| Q1 25 | $-1.1M | $238.0K | ||
| Q4 24 | $6.6M | $61.0K | ||
| Q3 24 | $4.1M | $-575.0K | ||
| Q2 24 | $-210.0K | $3.0M | ||
| Q1 24 | $20.5M | $20.4M |
| Q4 25 | -14.2% | 13.2% | ||
| Q3 25 | 0.2% | -6.6% | ||
| Q2 25 | -9.7% | 11.8% | ||
| Q1 25 | -0.6% | 0.2% | ||
| Q4 24 | 3.8% | 0.0% | ||
| Q3 24 | 2.3% | -0.4% | ||
| Q2 24 | -0.1% | 2.1% | ||
| Q1 24 | 13.7% | 13.5% |
| Q4 25 | 9.2% | 0.3% | ||
| Q3 25 | 5.4% | 0.1% | ||
| Q2 25 | 8.1% | 0.2% | ||
| Q1 25 | 5.1% | 0.3% | ||
| Q4 24 | 4.3% | 1.2% | ||
| Q3 24 | 3.8% | 0.2% | ||
| Q2 24 | 4.5% | 0.1% | ||
| Q1 24 | 5.2% | 0.1% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.30× | ||
| Q1 24 | — | 8.04× |
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% |
RGP
| US | $93.7M | 80% |
| Non Us | $24.0M | 20% |
