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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与GIBRALTAR INDUSTRIES, INC.（ROCK）财务数据对比。点击上方公司名可切换其他公司
GIBRALTAR INDUSTRIES, INC.的季度营收约是ALPHA & OMEGA SEMICONDUCTOR Ltd的1.4倍（$225.0M vs $162.3M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs -6.3%），GIBRALTAR INDUSTRIES, INC.自由现金流更多（$26.2M vs $-23.1M），过去两年ALPHA & OMEGA SEMICONDUCTOR Ltd的营收复合增速更高（4.0% vs -12.3%）
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。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
AOSL vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.4倍
$162.3M
营收增速更快
ROCK
高出31.2%
-6.3%
自由现金流更多
ROCK
多$49.3M
$-23.1M
两年增速更快
AOSL
近两年复合增速
-12.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $162.3M | $225.0M |
| 净利润 | $-13.3M | — |
| 毛利率 | 21.5% | 25.3% |
| 营业利润率 | -8.4% | 7.9% |
| 净利率 | -8.2% | — |
| 营收同比 | -6.3% | 24.9% |
| 净利润同比 | -101.0% | — |
| 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AOSLROCK
| Q4 25 | $162.3M | $225.0M | ||
| Q3 25 | $182.5M | $310.9M | ||
| Q2 25 | $176.5M | $309.5M | ||
| Q1 25 | $164.6M | $290.0M | ||
| Q4 24 | $173.2M | $180.1M | ||
| Q3 24 | $181.9M | $277.1M | ||
| Q2 24 | $161.3M | $273.6M | ||
| Q1 24 | $150.1M | $292.5M |
净利润AOSLROCK
| Q4 25 | $-13.3M | — | ||
| Q3 25 | $-2.1M | $-89.1M | ||
| Q2 25 | $-77.1M | $26.0M | ||
| Q1 25 | $-10.8M | $21.1M | ||
| Q4 24 | $-6.6M | — | ||
| Q3 24 | $-2.5M | $34.0M | ||
| Q2 24 | $-2.7M | $32.2M | ||
| Q1 24 | $-11.2M | $24.9M |
毛利率AOSLROCK
| Q4 25 | 21.5% | 25.3% | ||
| Q3 25 | 23.5% | 26.6% | ||
| Q2 25 | 23.4% | 28.4% | ||
| Q1 25 | 21.4% | 26.8% | ||
| Q4 24 | 23.1% | 29.0% | ||
| Q3 24 | 24.5% | 29.4% | ||
| Q2 24 | 25.7% | 30.5% | ||
| Q1 24 | 23.7% | 28.9% |
营业利润率AOSLROCK
| Q4 25 | -8.4% | 7.9% | ||
| Q3 25 | -2.5% | 12.8% | ||
| Q2 25 | -6.6% | 12.8% | ||
| Q1 25 | -6.5% | 8.8% | ||
| Q4 24 | -3.4% | 13.3% | ||
| Q3 24 | -0.1% | 15.6% | ||
| Q2 24 | -0.9% | 14.9% | ||
| Q1 24 | -7.0% | 10.8% |
净利率AOSLROCK
| Q4 25 | -8.2% | — | ||
| Q3 25 | -1.2% | -28.6% | ||
| Q2 25 | -43.7% | 8.4% | ||
| Q1 25 | -6.6% | 7.3% | ||
| Q4 24 | -3.8% | — | ||
| Q3 24 | -1.4% | 12.3% | ||
| Q2 24 | -1.7% | 11.8% | ||
| Q1 24 | -7.5% | 8.5% |
每股收益（稀释后）AOSLROCK
| Q4 25 | $-0.45 | — | ||
| Q3 25 | $-0.07 | $-2.98 | ||
| Q2 25 | $-2.61 | $0.87 | ||
| Q1 25 | $-0.37 | — | ||
| Q4 24 | $-0.23 | — | ||
| Q3 24 | $-0.09 | $1.11 | ||
| Q2 24 | $-0.09 | $1.05 | ||
| 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 | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $818.8M | $950.4M |
| 总资产 | $1.0B | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AOSLROCK
| Q4 25 | $196.3M | $115.7M | ||
| Q3 25 | $223.5M | $89.4M | ||
| Q2 25 | $153.1M | $43.3M | ||
| Q1 25 | $169.4M | $25.1M | ||
| Q4 24 | $182.6M | $269.5M | ||
| Q3 24 | $176.0M | $228.9M | ||
| Q2 24 | $175.1M | $179.1M | ||
| Q1 24 | $174.4M | $146.7M |
总债务AOSLROCK
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | $14.9M | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | $26.7M | $0 | ||
| Q1 24 | — | $0 |
股东权益AOSLROCK
| Q4 25 | $818.8M | $950.4M | ||
| Q3 25 | $834.1M | $951.8M | ||
| Q2 25 | $822.3M | $1.0B | ||
| Q1 25 | $886.3M | $1.0B | ||
| Q4 24 | $902.6M | $1.0B | ||
| Q3 24 | $895.3M | $1.0B | ||
| Q2 24 | $891.6M | $975.7M | ||
| Q1 24 | $888.9M | $940.2M |
总资产AOSLROCK
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $1.2B | $1.3B |
负债/权益比AOSLROCK
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | 0.02× | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| 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 | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $-23.1M | $26.2M |
| 自由现金流率自由现金流/营收 | -14.2% | 11.7% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | $-40.9M | $120.6M |
8季度趋势，按日历期对齐
经营现金流AOSLROCK
| Q4 25 | $-8.1M | $35.5M | ||
| Q3 25 | $10.2M | $73.0M | ||
| Q2 25 | $-2.8M | $44.9M | ||
| Q1 25 | $7.4M | $13.7M | ||
| Q4 24 | $14.1M | $19.9M | ||
| Q3 24 | $11.0M | $64.7M | ||
| Q2 24 | $7.1M | $36.5M | ||
| Q1 24 | $28.2M | $53.2M |
自由现金流AOSLROCK
| Q4 25 | $-23.1M | $26.2M | ||
| Q3 25 | $420.0K | $64.8M | ||
| Q2 25 | $-17.2M | $27.3M | ||
| Q1 25 | $-1.1M | $2.3M | ||
| Q4 24 | $6.6M | $14.1M | ||
| Q3 24 | $4.1M | $60.5M | ||
| Q2 24 | $-210.0K | $33.5M | ||
| Q1 24 | $20.5M | $48.8M |
自由现金流率AOSLROCK
| Q4 25 | -14.2% | 11.7% | ||
| Q3 25 | 0.2% | 20.8% | ||
| Q2 25 | -9.7% | 8.8% | ||
| Q1 25 | -0.6% | 0.8% | ||
| Q4 24 | 3.8% | 7.8% | ||
| Q3 24 | 2.3% | 21.8% | ||
| Q2 24 | -0.1% | 12.2% | ||
| Q1 24 | 13.7% | 16.7% |
资本支出强度AOSLROCK
| Q4 25 | 9.2% | 4.1% | ||
| Q3 25 | 5.4% | 2.6% | ||
| Q2 25 | 8.1% | 5.7% | ||
| Q1 25 | 5.1% | 3.9% | ||
| Q4 24 | 4.3% | 3.3% | ||
| Q3 24 | 3.8% | 1.5% | ||
| Q2 24 | 4.5% | 1.1% | ||
| Q1 24 | 5.2% | 1.5% |
现金转化率AOSLROCK
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.73× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.90× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 2.13× |
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% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
