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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
ROGERS CORP的季度营收约是ALPHA & OMEGA SEMICONDUCTOR Ltd的1.2倍（$200.5M vs $162.3M），ROGERS CORP净利率更高（2.2% vs -8.2%，领先10.4%），ROGERS CORP同比增速更快（5.2% vs -6.3%），ROGERS CORP自由现金流更多（$1.1M vs $-23.1M），过去两年ALPHA & OMEGA SEMICONDUCTOR Ltd的营收复合增速更高（4.0% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
AOSL vs ROG — 直观对比
营收规模更大
ROG
是对方的1.2倍
$162.3M
营收增速更快
ROG
高出11.5%
-6.3%
净利率更高
ROG
高出10.4%
-8.2%
自由现金流更多
ROG
多$24.2M
$-23.1M
两年增速更快
AOSL
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $162.3M | $200.5M |
| 净利润 | $-13.3M | $4.5M |
| 毛利率 | 21.5% | 32.2% |
| 营业利润率 | -8.4% | — |
| 净利率 | -8.2% | 2.2% |
| 营收同比 | -6.3% | 5.2% |
| 净利润同比 | -101.0% | 421.4% |
| 每股收益（稀释后） | $-0.45 | $0.25 |
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AOSLROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $162.3M | $201.5M | ||
| Q3 25 | $182.5M | $216.0M | ||
| Q2 25 | $176.5M | $202.8M | ||
| Q1 25 | $164.6M | $190.5M | ||
| Q4 24 | $173.2M | $192.2M | ||
| Q3 24 | $181.9M | $210.3M | ||
| Q2 24 | $161.3M | $214.2M |
净利润AOSLROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-13.3M | $4.6M | ||
| Q3 25 | $-2.1M | $8.6M | ||
| Q2 25 | $-77.1M | $-73.6M | ||
| Q1 25 | $-10.8M | $-1.4M | ||
| Q4 24 | $-6.6M | $-500.0K | ||
| Q3 24 | $-2.5M | $10.7M | ||
| Q2 24 | $-2.7M | $8.1M |
毛利率AOSLROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 21.5% | 31.5% | ||
| Q3 25 | 23.5% | 33.5% | ||
| Q2 25 | 23.4% | 31.6% | ||
| Q1 25 | 21.4% | 29.9% | ||
| Q4 24 | 23.1% | 32.1% | ||
| Q3 24 | 24.5% | 35.2% | ||
| Q2 24 | 25.7% | 34.1% |
营业利润率AOSLROG
| Q1 26 | — | — | ||
| Q4 25 | -8.4% | 3.5% | ||
| Q3 25 | -2.5% | 7.3% | ||
| Q2 25 | -6.6% | -33.3% | ||
| Q1 25 | -6.5% | -0.2% | ||
| Q4 24 | -3.4% | -6.6% | ||
| Q3 24 | -0.1% | 6.9% | ||
| Q2 24 | -0.9% | 5.3% |
净利率AOSLROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -8.2% | 2.3% | ||
| Q3 25 | -1.2% | 4.0% | ||
| Q2 25 | -43.7% | -36.3% | ||
| Q1 25 | -6.6% | -0.7% | ||
| Q4 24 | -3.8% | -0.3% | ||
| Q3 24 | -1.4% | 5.1% | ||
| Q2 24 | -1.7% | 3.8% |
每股收益（稀释后）AOSLROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.45 | $0.20 | ||
| Q3 25 | $-0.07 | $0.48 | ||
| Q2 25 | $-2.61 | $-4.00 | ||
| Q1 25 | $-0.37 | $-0.08 | ||
| Q4 24 | $-0.23 | $-0.04 | ||
| Q3 24 | $-0.09 | $0.58 | ||
| Q2 24 | $-0.09 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $818.8M | $1.2B |
| 总资产 | $1.0B | $1.4B |
| 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AOSLROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $196.3M | $197.0M | ||
| Q3 25 | $223.5M | $167.8M | ||
| Q2 25 | $153.1M | $157.2M | ||
| Q1 25 | $169.4M | $175.6M | ||
| Q4 24 | $182.6M | $159.8M | ||
| Q3 24 | $176.0M | $146.4M | ||
| Q2 24 | $175.1M | $119.9M |
总债务AOSLROG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $14.9M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $26.7M | — |
股东权益AOSLROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $818.8M | $1.2B | ||
| Q3 25 | $834.1M | $1.2B | ||
| Q2 25 | $822.3M | $1.2B | ||
| Q1 25 | $886.3M | $1.3B | ||
| Q4 24 | $902.6M | $1.3B | ||
| Q3 24 | $895.3M | $1.3B | ||
| Q2 24 | $891.6M | $1.3B |
总资产AOSLROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.1B | $1.5B |
负债/权益比AOSLROG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.02× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.03× | — |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-23.1M | $1.1M |
| 自由现金流率自由现金流/营收 | -14.2% | 0.5% |
| 资本支出强度资本支出/营收 | 9.2% | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | $-40.9M | $70.1M |
8季度趋势，按日历期对齐
经营现金流AOSLROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-8.1M | $46.9M | ||
| Q3 25 | $10.2M | $28.9M | ||
| Q2 25 | $-2.8M | $13.7M | ||
| Q1 25 | $7.4M | $11.7M | ||
| Q4 24 | $14.1M | $33.7M | ||
| Q3 24 | $11.0M | $42.4M | ||
| Q2 24 | $7.1M | $22.9M |
自由现金流AOSLROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-23.1M | $42.2M | ||
| Q3 25 | $420.0K | $21.2M | ||
| Q2 25 | $-17.2M | $5.6M | ||
| Q1 25 | $-1.1M | $2.1M | ||
| Q4 24 | $6.6M | $18.3M | ||
| Q3 24 | $4.1M | $25.2M | ||
| Q2 24 | $-210.0K | $8.8M |
自由现金流率AOSLROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -14.2% | 20.9% | ||
| Q3 25 | 0.2% | 9.8% | ||
| Q2 25 | -9.7% | 2.8% | ||
| Q1 25 | -0.6% | 1.1% | ||
| Q4 24 | 3.8% | 9.5% | ||
| Q3 24 | 2.3% | 12.0% | ||
| Q2 24 | -0.1% | 4.1% |
资本支出强度AOSLROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 9.2% | 2.3% | ||
| Q3 25 | 5.4% | 3.6% | ||
| Q2 25 | 8.1% | 4.0% | ||
| Q1 25 | 5.1% | 5.0% | ||
| Q4 24 | 4.3% | 8.0% | ||
| Q3 24 | 3.8% | 8.2% | ||
| Q2 24 | 4.5% | 6.6% |
现金转化率AOSLROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
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% |
ROG
暂无分部数据
