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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是ALPHA & OMEGA SEMICONDUCTOR Ltd的2.0倍（$324.4M vs $162.3M），Revolve Group, Inc.净利率更高（5.7% vs -8.2%，领先13.9%），Revolve Group, Inc.同比增速更快（10.4% vs -6.3%），Revolve Group, Inc.自由现金流更多（$-13.3M vs $-23.1M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
AOSL vs RVLV — 直观对比
营收规模更大
RVLV
是对方的2.0倍
$162.3M
营收增速更快
RVLV
高出16.7%
-6.3%
净利率更高
RVLV
高出13.9%
-8.2%
自由现金流更多
RVLV
多$9.8M
$-23.1M
两年增速更快
RVLV
近两年复合增速
4.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $162.3M | $324.4M |
| 净利润 | $-13.3M | $18.6M |
| 毛利率 | 21.5% | 53.3% |
| 营业利润率 | -8.4% | 6.3% |
| 净利率 | -8.2% | 5.7% |
| 营收同比 | -6.3% | 10.4% |
| 净利润同比 | -101.0% | 50.4% |
| 每股收益（稀释后） | $-0.45 | $0.27 |
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AOSLRVLV
| Q4 25 | $162.3M | $324.4M | ||
| Q3 25 | $182.5M | $295.6M | ||
| Q2 25 | $176.5M | $309.0M | ||
| Q1 25 | $164.6M | $296.7M | ||
| Q4 24 | $173.2M | $293.7M | ||
| Q3 24 | $181.9M | $283.1M | ||
| Q2 24 | $161.3M | $282.5M | ||
| Q1 24 | $150.1M | $270.6M |
净利润AOSLRVLV
| Q4 25 | $-13.3M | $18.6M | ||
| Q3 25 | $-2.1M | $21.2M | ||
| Q2 25 | $-77.1M | $10.2M | ||
| Q1 25 | $-10.8M | $11.8M | ||
| Q4 24 | $-6.6M | $12.3M | ||
| Q3 24 | $-2.5M | $11.0M | ||
| Q2 24 | $-2.7M | $15.4M | ||
| Q1 24 | $-11.2M | $10.9M |
毛利率AOSLRVLV
| Q4 25 | 21.5% | 53.3% | ||
| Q3 25 | 23.5% | 54.6% | ||
| Q2 25 | 23.4% | 54.1% | ||
| Q1 25 | 21.4% | 52.0% | ||
| Q4 24 | 23.1% | 52.5% | ||
| Q3 24 | 24.5% | 51.2% | ||
| Q2 24 | 25.7% | 54.0% | ||
| Q1 24 | 23.7% | 52.3% |
营业利润率AOSLRVLV
| Q4 25 | -8.4% | 6.3% | ||
| Q3 25 | -2.5% | 7.1% | ||
| Q2 25 | -6.6% | 5.8% | ||
| Q1 25 | -6.5% | 5.0% | ||
| Q4 24 | -3.4% | 3.9% | ||
| Q3 24 | -0.1% | 5.0% | ||
| Q2 24 | -0.9% | 5.8% | ||
| Q1 24 | -7.0% | 3.4% |
净利率AOSLRVLV
| Q4 25 | -8.2% | 5.7% | ||
| Q3 25 | -1.2% | 7.2% | ||
| Q2 25 | -43.7% | 3.3% | ||
| Q1 25 | -6.6% | 4.0% | ||
| Q4 24 | -3.8% | 4.2% | ||
| Q3 24 | -1.4% | 3.9% | ||
| Q2 24 | -1.7% | 5.4% | ||
| Q1 24 | -7.5% | 4.0% |
每股收益（稀释后）AOSLRVLV
| Q4 25 | $-0.45 | $0.27 | ||
| Q3 25 | $-0.07 | $0.29 | ||
| Q2 25 | $-2.61 | $0.14 | ||
| Q1 25 | $-0.37 | $0.16 | ||
| Q4 24 | $-0.23 | $0.18 | ||
| Q3 24 | $-0.09 | $0.15 | ||
| Q2 24 | $-0.09 | $0.21 | ||
| Q1 24 | $-0.39 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $818.8M | $512.5M |
| 总资产 | $1.0B | $765.0M |
| 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AOSLRVLV
| Q4 25 | $196.3M | $292.3M | ||
| Q3 25 | $223.5M | $315.4M | ||
| Q2 25 | $153.1M | $310.7M | ||
| Q1 25 | $169.4M | $300.8M | ||
| Q4 24 | $182.6M | $256.6M | ||
| Q3 24 | $176.0M | $252.8M | ||
| Q2 24 | $175.1M | $244.7M | ||
| Q1 24 | $174.4M | $273.4M |
总债务AOSLRVLV
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $14.9M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $26.7M | — | ||
| Q1 24 | — | — |
股东权益AOSLRVLV
| Q4 25 | $818.8M | $512.5M | ||
| Q3 25 | $834.1M | $490.2M | ||
| Q2 25 | $822.3M | $468.6M | ||
| Q1 25 | $886.3M | $453.4M | ||
| Q4 24 | $902.6M | $437.8M | ||
| Q3 24 | $895.3M | $420.8M | ||
| Q2 24 | $891.6M | $405.8M | ||
| Q1 24 | $888.9M | $389.9M |
总资产AOSLRVLV
| Q4 25 | $1.0B | $765.0M | ||
| Q3 25 | $1.0B | $751.3M | ||
| Q2 25 | $1.0B | $722.9M | ||
| Q1 25 | $1.1B | $713.9M | ||
| Q4 24 | $1.1B | $665.5M | ||
| Q3 24 | $1.1B | $670.9M | ||
| Q2 24 | $1.1B | $657.8M | ||
| Q1 24 | $1.2B | $650.0M |
负债/权益比AOSLRVLV
| 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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $-23.1M | $-13.3M |
| 自由现金流率自由现金流/营收 | -14.2% | -4.1% |
| 资本支出强度资本支出/营收 | 9.2% | 1.0% |
| 现金转化率经营现金流/净利润 | — | -0.55× |
| 过去12个月自由现金流最近4个季度 | $-40.9M | $48.0M |
8季度趋势，按日历期对齐
经营现金流AOSLRVLV
| Q4 25 | $-8.1M | $-10.2M | ||
| Q3 25 | $10.2M | $11.8M | ||
| Q2 25 | $-2.8M | $12.6M | ||
| Q1 25 | $7.4M | $45.1M | ||
| Q4 24 | $14.1M | $3.9M | ||
| Q3 24 | $11.0M | $9.1M | ||
| Q2 24 | $7.1M | $-24.7M | ||
| Q1 24 | $28.2M | $38.4M |
自由现金流AOSLRVLV
| Q4 25 | $-23.1M | $-13.3M | ||
| Q3 25 | $420.0K | $7.5M | ||
| Q2 25 | $-17.2M | $10.4M | ||
| Q1 25 | $-1.1M | $43.4M | ||
| Q4 24 | $6.6M | $2.1M | ||
| Q3 24 | $4.1M | $8.0M | ||
| Q2 24 | $-210.0K | $-25.7M | ||
| Q1 24 | $20.5M | $36.7M |
自由现金流率AOSLRVLV
| Q4 25 | -14.2% | -4.1% | ||
| Q3 25 | 0.2% | 2.5% | ||
| Q2 25 | -9.7% | 3.4% | ||
| Q1 25 | -0.6% | 14.6% | ||
| Q4 24 | 3.8% | 0.7% | ||
| Q3 24 | 2.3% | 2.8% | ||
| Q2 24 | -0.1% | -9.1% | ||
| Q1 24 | 13.7% | 13.5% |
资本支出强度AOSLRVLV
| Q4 25 | 9.2% | 1.0% | ||
| Q3 25 | 5.4% | 1.5% | ||
| Q2 25 | 8.1% | 0.7% | ||
| Q1 25 | 5.1% | 0.6% | ||
| Q4 24 | 4.3% | 0.6% | ||
| Q3 24 | 3.8% | 0.4% | ||
| Q2 24 | 4.5% | 0.4% | ||
| Q1 24 | 5.2% | 0.6% |
现金转化率AOSLRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | — | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
