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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与null（SWIM）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null的1.6倍（$162.3M vs $100.0M），null净利率更高（-7.0% vs -8.2%，领先1.2%），null同比增速更快（14.5% vs -6.3%），null自由现金流更多（$14.1M vs $-23.1M），过去两年ALPHA & OMEGA SEMICONDUCTOR Ltd的营收复合增速更高（4.0% vs -4.9%）
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。
该企业是一家源自美国的跨国律师事务所，1934年创立于加利福尼亚州洛杉矶，在诉讼业务、公司法务以及监管合规法律领域拥有深厚的行业积累与知名度，是全球颇具影响力的综合性律所之一。
AOSL vs SWIM — 直观对比
营收规模更大
AOSL
是对方的1.6倍
$100.0M
营收增速更快
SWIM
高出20.8%
-6.3%
净利率更高
SWIM
高出1.2%
-8.2%
自由现金流更多
SWIM
多$37.2M
$-23.1M
两年增速更快
AOSL
近两年复合增速
-4.9%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $162.3M | $100.0M |
| 净利润 | $-13.3M | $-7.0M |
| 毛利率 | 21.5% | 28.0% |
| 营业利润率 | -8.4% | -10.7% |
| 净利率 | -8.2% | -7.0% |
| 营收同比 | -6.3% | 14.5% |
| 净利润同比 | -101.0% | 76.0% |
| 每股收益（稀释后） | $-0.45 | $-0.06 |
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AOSLSWIM
| Q4 25 | $162.3M | $100.0M | ||
| Q3 25 | $182.5M | $161.9M | ||
| Q2 25 | $176.5M | $172.6M | ||
| Q1 25 | $164.6M | $111.4M | ||
| Q4 24 | $173.2M | $87.3M | ||
| Q3 24 | $181.9M | $150.5M | ||
| Q2 24 | $161.3M | $160.1M | ||
| Q1 24 | $150.1M | $110.6M |
净利润AOSLSWIM
| Q4 25 | $-13.3M | $-7.0M | ||
| Q3 25 | $-2.1M | $8.1M | ||
| Q2 25 | $-77.1M | $16.0M | ||
| Q1 25 | $-10.8M | $-6.0M | ||
| Q4 24 | $-6.6M | $-29.2M | ||
| Q3 24 | $-2.5M | $5.9M | ||
| Q2 24 | $-2.7M | $13.3M | ||
| Q1 24 | $-11.2M | $-7.9M |
毛利率AOSLSWIM
| Q4 25 | 21.5% | 28.0% | ||
| Q3 25 | 23.5% | 35.4% | ||
| Q2 25 | 23.4% | 37.1% | ||
| Q1 25 | 21.4% | 29.5% | ||
| Q4 24 | 23.1% | 24.6% | ||
| Q3 24 | 24.5% | 32.4% | ||
| Q2 24 | 25.7% | 33.1% | ||
| Q1 24 | 23.7% | 27.7% |
营业利润率AOSLSWIM
| Q4 25 | -8.4% | -10.7% | ||
| Q3 25 | -2.5% | 13.3% | ||
| Q2 25 | -6.6% | 14.3% | ||
| Q1 25 | -6.5% | -4.4% | ||
| Q4 24 | -3.4% | -14.9% | ||
| Q3 24 | -0.1% | 8.9% | ||
| Q2 24 | -0.9% | 12.5% | ||
| Q1 24 | -7.0% | -1.9% |
净利率AOSLSWIM
| Q4 25 | -8.2% | -7.0% | ||
| Q3 25 | -1.2% | 5.0% | ||
| Q2 25 | -43.7% | 9.3% | ||
| Q1 25 | -6.6% | -5.4% | ||
| Q4 24 | -3.8% | -33.4% | ||
| Q3 24 | -1.4% | 3.9% | ||
| Q2 24 | -1.7% | 8.3% | ||
| Q1 24 | -7.5% | -7.1% |
每股收益（稀释后）AOSLSWIM
| Q4 25 | $-0.45 | $-0.06 | ||
| Q3 25 | $-0.07 | $0.07 | ||
| Q2 25 | $-2.61 | $0.13 | ||
| Q1 25 | $-0.37 | $-0.05 | ||
| Q4 24 | $-0.23 | $-0.24 | ||
| Q3 24 | $-0.09 | $0.05 | ||
| Q2 24 | $-0.09 | $0.11 | ||
| Q1 24 | $-0.39 | $-0.07 |
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 | — |
| 总债务越低越好 | — | $279.8M |
| 股东权益账面价值 | $818.8M | $405.9M |
| 总资产 | $1.0B | $823.2M |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资AOSLSWIM
| Q4 25 | $196.3M | — | ||
| Q3 25 | $223.5M | — | ||
| Q2 25 | $153.1M | — | ||
| Q1 25 | $169.4M | — | ||
| Q4 24 | $182.6M | — | ||
| Q3 24 | $176.0M | — | ||
| Q2 24 | $175.1M | — | ||
| Q1 24 | $174.4M | — |
总债务AOSLSWIM
| Q4 25 | — | $279.8M | ||
| Q3 25 | — | $281.1M | ||
| Q2 25 | $14.9M | $281.5M | ||
| Q1 25 | — | $306.9M | ||
| Q4 24 | — | $281.5M | ||
| Q3 24 | — | $282.8M | ||
| Q2 24 | $26.7M | $282.4M | ||
| Q1 24 | — | $282.8M |
股东权益AOSLSWIM
| Q4 25 | $818.8M | $405.9M | ||
| Q3 25 | $834.1M | $408.4M | ||
| Q2 25 | $822.3M | $398.4M | ||
| Q1 25 | $886.3M | $381.1M | ||
| Q4 24 | $902.6M | $387.2M | ||
| Q3 24 | $895.3M | $416.6M | ||
| Q2 24 | $891.6M | $408.1M | ||
| Q1 24 | $888.9M | $391.8M |
总资产AOSLSWIM
| Q4 25 | $1.0B | $823.2M | ||
| Q3 25 | $1.0B | $844.4M | ||
| Q2 25 | $1.0B | $822.1M | ||
| Q1 25 | $1.1B | $824.6M | ||
| Q4 24 | $1.1B | $794.2M | ||
| Q3 24 | $1.1B | $853.4M | ||
| Q2 24 | $1.1B | $830.0M | ||
| Q1 24 | $1.2B | $808.6M |
负债/权益比AOSLSWIM
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | 0.02× | 0.71× | ||
| Q1 25 | — | 0.81× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.68× | ||
| Q2 24 | 0.03× | 0.69× | ||
| Q1 24 | — | 0.72× |
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 | $23.3M |
| 自由现金流经营现金流 - 资本支出 | $-23.1M | $14.1M |
| 自由现金流率自由现金流/营收 | -14.2% | 14.1% |
| 资本支出强度资本支出/营收 | 9.2% | 9.2% |
| 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 | $38.0M |
8季度趋势，按日历期对齐
经营现金流AOSLSWIM
| Q4 25 | $-8.1M | $23.3M | ||
| Q3 25 | $10.2M | $51.0M | ||
| Q2 25 | $-2.8M | $36.0M | ||
| Q1 25 | $7.4M | $-46.9M | ||
| Q4 24 | $14.1M | $6.2M | ||
| Q3 24 | $11.0M | $37.2M | ||
| Q2 24 | $7.1M | $52.4M | ||
| Q1 24 | $28.2M | $-34.5M |
自由现金流AOSLSWIM
| Q4 25 | $-23.1M | $14.1M | ||
| Q3 25 | $420.0K | $45.2M | ||
| Q2 25 | $-17.2M | $29.1M | ||
| Q1 25 | $-1.1M | $-50.3M | ||
| Q4 24 | $6.6M | $-98.0K | ||
| Q3 24 | $4.1M | $33.2M | ||
| Q2 24 | $-210.0K | $47.9M | ||
| Q1 24 | $20.5M | $-39.9M |
自由现金流率AOSLSWIM
| Q4 25 | -14.2% | 14.1% | ||
| Q3 25 | 0.2% | 27.9% | ||
| Q2 25 | -9.7% | 16.8% | ||
| Q1 25 | -0.6% | -45.2% | ||
| Q4 24 | 3.8% | -0.1% | ||
| Q3 24 | 2.3% | 22.1% | ||
| Q2 24 | -0.1% | 29.9% | ||
| Q1 24 | 13.7% | -36.0% |
资本支出强度AOSLSWIM
| Q4 25 | 9.2% | 9.2% | ||
| Q3 25 | 5.4% | 3.6% | ||
| Q2 25 | 8.1% | 4.0% | ||
| Q1 25 | 5.1% | 3.1% | ||
| Q4 24 | 4.3% | 7.2% | ||
| Q3 24 | 3.8% | 2.7% | ||
| Q2 24 | 4.5% | 2.8% | ||
| Q1 24 | 5.2% | 4.8% |
现金转化率AOSLSWIM
| Q4 25 | — | — | ||
| Q3 25 | — | 6.29× | ||
| Q2 25 | — | 2.25× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 6.32× | ||
| Q2 24 | — | 3.95× | ||
| 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% |
SWIM
| In Ground Swimming Pools | $50.2M | 50% |
| Covers | $37.0M | 37% |
| Liners | $12.7M | 13% |
