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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与Ranger Energy Services, Inc.（RNGR）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Ranger Energy Services, Inc.的1.1倍（$162.3M vs $142.2M），Ranger Energy Services, Inc.净利率更高（2.3% vs -8.2%，领先10.4%），Ranger Energy Services, Inc.同比增速更快（-0.6% vs -6.3%），Ranger Energy Services, Inc.自由现金流更多（$17.1M vs $-23.1M），过去两年ALPHA & OMEGA SEMICONDUCTOR Ltd的营收复合增速更高（4.0% vs 1.9%）
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。
Ranger Energy Services是北美领先的陆上油田服务提供商，为上游油气运营商提供完井、修井、钻机作业及产能优化等全套解决方案，业务主要覆盖美国本土的页岩和致密资源开采作业区。
AOSL vs RNGR — 直观对比
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $162.3M | $142.2M |
| 净利润 | $-13.3M | $3.2M |
| 毛利率 | 21.5% | — |
| 营业利润率 | -8.4% | 2.3% |
| 净利率 | -8.2% | 2.3% |
| 营收同比 | -6.3% | -0.6% |
| 净利润同比 | -101.0% | -44.8% |
| 每股收益（稀释后） | $-0.45 | $0.14 |
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 | $142.2M | ||
| Q3 25 | $182.5M | $128.9M | ||
| Q2 25 | $176.5M | $140.6M | ||
| Q1 25 | $164.6M | $135.2M | ||
| Q4 24 | $173.2M | $143.1M | ||
| Q3 24 | $181.9M | $153.0M | ||
| Q2 24 | $161.3M | $138.1M | ||
| Q1 24 | $150.1M | $136.9M |
| Q4 25 | $-13.3M | $3.2M | ||
| Q3 25 | $-2.1M | $1.2M | ||
| Q2 25 | $-77.1M | $7.3M | ||
| Q1 25 | $-10.8M | $600.0K | ||
| Q4 24 | $-6.6M | $5.8M | ||
| Q3 24 | $-2.5M | $8.7M | ||
| Q2 24 | $-2.7M | $4.7M | ||
| Q1 24 | $-11.2M | $-800.0K |
| 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% | — |
| Q4 25 | -8.4% | 2.3% | ||
| Q3 25 | -2.5% | 2.0% | ||
| Q2 25 | -6.6% | 6.1% | ||
| Q1 25 | -6.5% | 0.7% | ||
| Q4 24 | -3.4% | 6.2% | ||
| Q3 24 | -0.1% | 8.4% | ||
| Q2 24 | -0.9% | 5.3% | ||
| Q1 24 | -7.0% | -0.4% |
| Q4 25 | -8.2% | 2.3% | ||
| Q3 25 | -1.2% | 0.9% | ||
| Q2 25 | -43.7% | 5.2% | ||
| Q1 25 | -6.6% | 0.4% | ||
| Q4 24 | -3.8% | 4.1% | ||
| Q3 24 | -1.4% | 5.7% | ||
| Q2 24 | -1.7% | 3.4% | ||
| Q1 24 | -7.5% | -0.6% |
| Q4 25 | $-0.45 | $0.14 | ||
| Q3 25 | $-0.07 | $0.05 | ||
| Q2 25 | $-2.61 | $0.32 | ||
| Q1 25 | $-0.37 | $0.03 | ||
| Q4 24 | $-0.23 | $0.24 | ||
| Q3 24 | $-0.09 | $0.39 | ||
| Q2 24 | $-0.09 | $0.21 | ||
| Q1 24 | $-0.39 | $-0.03 |
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 | $10.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $818.8M | $300.1M |
| 总资产 | $1.0B | $419.3M |
| 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 | $10.3M | ||
| Q3 25 | $223.5M | $45.2M | ||
| Q2 25 | $153.1M | $48.9M | ||
| Q1 25 | $169.4M | $40.3M | ||
| Q4 24 | $182.6M | $40.9M | ||
| Q3 24 | $176.0M | $14.8M | ||
| Q2 24 | $175.1M | $8.7M | ||
| Q1 24 | $174.4M | $11.1M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $14.9M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | $26.7M | $0 | ||
| Q1 24 | — | $0 |
| Q4 25 | $818.8M | $300.1M | ||
| Q3 25 | $834.1M | $270.0M | ||
| Q2 25 | $822.3M | $276.9M | ||
| Q1 25 | $886.3M | $272.6M | ||
| Q4 24 | $902.6M | $273.8M | ||
| Q3 24 | $895.3M | $267.6M | ||
| Q2 24 | $891.6M | $260.5M | ||
| Q1 24 | $888.9M | $261.7M |
| Q4 25 | $1.0B | $419.3M | ||
| Q3 25 | $1.0B | $372.8M | ||
| Q2 25 | $1.0B | $381.7M | ||
| Q1 25 | $1.1B | $376.5M | ||
| Q4 24 | $1.1B | $381.6M | ||
| Q3 24 | $1.1B | $373.9M | ||
| Q2 24 | $1.1B | $359.6M | ||
| Q1 24 | $1.2B | $355.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.02× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | 0.03× | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $24.1M |
| 自由现金流经营现金流 - 资本支出 | $-23.1M | $17.1M |
| 自由现金流率自由现金流/营收 | -14.2% | 12.0% |
| 资本支出强度资本支出/营收 | 9.2% | 4.9% |
| 现金转化率经营现金流/净利润 | — | 7.53× |
| 过去12个月自由现金流最近4个季度 | $-40.9M | $42.9M |
8季度趋势，按日历期对齐
| Q4 25 | $-8.1M | $24.1M | ||
| Q3 25 | $10.2M | $13.6M | ||
| Q2 25 | $-2.8M | $20.7M | ||
| Q1 25 | $7.4M | $10.6M | ||
| Q4 24 | $14.1M | $32.7M | ||
| Q3 24 | $11.0M | $17.7M | ||
| Q2 24 | $7.1M | $22.1M | ||
| Q1 24 | $28.2M | $12.0M |
| Q4 25 | $-23.1M | $17.1M | ||
| Q3 25 | $420.0K | $8.0M | ||
| Q2 25 | $-17.2M | $14.4M | ||
| Q1 25 | $-1.1M | $3.4M | ||
| Q4 24 | $6.6M | $27.3M | ||
| Q3 24 | $4.1M | $10.8M | ||
| Q2 24 | $-210.0K | $6.8M | ||
| Q1 24 | $20.5M | $5.5M |
| Q4 25 | -14.2% | 12.0% | ||
| Q3 25 | 0.2% | 6.2% | ||
| Q2 25 | -9.7% | 10.2% | ||
| Q1 25 | -0.6% | 2.5% | ||
| Q4 24 | 3.8% | 19.1% | ||
| Q3 24 | 2.3% | 7.1% | ||
| Q2 24 | -0.1% | 4.9% | ||
| Q1 24 | 13.7% | 4.0% |
| Q4 25 | 9.2% | 4.9% | ||
| Q3 25 | 5.4% | 4.3% | ||
| Q2 25 | 8.1% | 4.5% | ||
| Q1 25 | 5.1% | 5.3% | ||
| Q4 24 | 4.3% | 3.8% | ||
| Q3 24 | 3.8% | 4.5% | ||
| Q2 24 | 4.5% | 11.1% | ||
| Q1 24 | 5.2% | 4.7% |
| Q4 25 | — | 7.53× | ||
| Q3 25 | — | 11.33× | ||
| Q2 25 | — | 2.84× | ||
| Q1 25 | — | 17.67× | ||
| Q4 24 | — | 5.64× | ||
| Q3 24 | — | 2.03× | ||
| Q2 24 | — | 4.70× | ||
| Q1 24 | — | — |
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% |
RNGR
| High Specification Rigs | $92.3M | 65% |
| Processing Solutions And Ancillary Services | $37.5M | 26% |
| Wireline Services | $12.4M | 9% |
