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ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）与WSFS FINANCIAL CORP（WSFS）财务数据对比。点击上方公司名可切换其他公司
WSFS FINANCIAL CORP的季度营收约是ALPHA & OMEGA SEMICONDUCTOR Ltd的1.7倍（$275.3M vs $162.3M），WSFS FINANCIAL CORP净利率更高（31.5% vs -8.2%，领先39.7%），WSFS FINANCIAL CORP同比增速更快（7.5% vs -6.3%），过去两年ALPHA & OMEGA SEMICONDUCTOR Ltd的营收复合增速更高（4.0% vs 1.7%）
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。
WSFS金融集团是一家金融服务企业，核心子公司WSFS银行是总部位于特拉华州及大特拉华谷地区规模最大、经营历史最久的本地管理银行与财富管理机构。集团共运营115个网点，其中88个为银行网点，分布在宾夕法尼亚、特拉华、新泽西、佛罗里达、弗吉尼亚、内华达六州，提供全面金融服务。
AOSL vs WSFS — 直观对比
营收规模更大
WSFS
是对方的1.7倍
$162.3M
营收增速更快
WSFS
高出13.8%
-6.3%
净利率更高
WSFS
高出39.7%
-8.2%
两年增速更快
AOSL
近两年复合增速
1.7%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $162.3M | $275.3M |
| 净利润 | $-13.3M | $86.8M |
| 毛利率 | 21.5% | — |
| 营业利润率 | -8.4% | — |
| 净利率 | -8.2% | 31.5% |
| 营收同比 | -6.3% | 7.5% |
| 净利润同比 | -101.0% | 31.7% |
| 每股收益（稀释后） | $-0.45 | $1.64 |
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AOSLWSFS
| Q1 26 | — | $275.3M | ||
| Q4 25 | $162.3M | $271.9M | ||
| Q3 25 | $182.5M | $270.5M | ||
| Q2 25 | $176.5M | $267.5M | ||
| Q1 25 | $164.6M | $256.1M | ||
| Q4 24 | $173.2M | $261.5M | ||
| Q3 24 | $181.9M | $267.7M | ||
| Q2 24 | $161.3M | $266.0M |
净利润AOSLWSFS
| Q1 26 | — | $86.8M | ||
| Q4 25 | $-13.3M | $72.7M | ||
| Q3 25 | $-2.1M | $76.4M | ||
| Q2 25 | $-77.1M | $72.3M | ||
| Q1 25 | $-10.8M | $65.9M | ||
| Q4 24 | $-6.6M | $64.2M | ||
| Q3 24 | $-2.5M | $64.4M | ||
| Q2 24 | $-2.7M | $69.3M |
毛利率AOSLWSFS
| Q1 26 | — | — | ||
| 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% | — |
营业利润率AOSLWSFS
| Q1 26 | — | — | ||
| Q4 25 | -8.4% | 35.8% | ||
| Q3 25 | -2.5% | 37.3% | ||
| Q2 25 | -6.6% | 35.7% | ||
| Q1 25 | -6.5% | 34.0% | ||
| Q4 24 | -3.4% | 32.3% | ||
| Q3 24 | -0.1% | 31.9% | ||
| Q2 24 | -0.9% | 34.0% |
净利率AOSLWSFS
| Q1 26 | — | 31.5% | ||
| Q4 25 | -8.2% | 26.7% | ||
| Q3 25 | -1.2% | 28.3% | ||
| Q2 25 | -43.7% | 27.0% | ||
| Q1 25 | -6.6% | 25.7% | ||
| Q4 24 | -3.8% | 24.6% | ||
| Q3 24 | -1.4% | 24.1% | ||
| Q2 24 | -1.7% | 26.0% |
每股收益（稀释后）AOSLWSFS
| Q1 26 | — | $1.64 | ||
| Q4 25 | $-0.45 | $1.33 | ||
| Q3 25 | $-0.07 | $1.37 | ||
| Q2 25 | $-2.61 | $1.27 | ||
| Q1 25 | $-0.37 | $1.12 | ||
| Q4 24 | $-0.23 | $1.08 | ||
| Q3 24 | $-0.09 | $1.08 | ||
| Q2 24 | $-0.09 | $1.16 |
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 | — | — |
| 股东权益账面价值 | $818.8M | $2.7B |
| 总资产 | $1.0B | $22.1B |
| 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AOSLWSFS
| Q1 26 | — | — | ||
| Q4 25 | $196.3M | $1.7B | ||
| Q3 25 | $223.5M | — | ||
| Q2 25 | $153.1M | — | ||
| Q1 25 | $169.4M | — | ||
| Q4 24 | $182.6M | $1.2B | ||
| Q3 24 | $176.0M | — | ||
| Q2 24 | $175.1M | — |
总债务AOSLWSFS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $14.9M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $26.7M | — |
股东权益AOSLWSFS
| Q1 26 | — | $2.7B | ||
| Q4 25 | $818.8M | $2.7B | ||
| Q3 25 | $834.1M | $2.8B | ||
| Q2 25 | $822.3M | $2.7B | ||
| Q1 25 | $886.3M | $2.7B | ||
| Q4 24 | $902.6M | $2.6B | ||
| Q3 24 | $895.3M | $2.7B | ||
| Q2 24 | $891.6M | $2.5B |
总资产AOSLWSFS
| Q1 26 | — | $22.1B | ||
| Q4 25 | $1.0B | $21.3B | ||
| Q3 25 | $1.0B | $20.8B | ||
| Q2 25 | $1.0B | $20.8B | ||
| Q1 25 | $1.1B | $20.5B | ||
| Q4 24 | $1.1B | $20.8B | ||
| Q3 24 | $1.1B | $20.9B | ||
| Q2 24 | $1.1B | $20.7B |
负债/权益比AOSLWSFS
| 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 | — |
| 自由现金流经营现金流 - 资本支出 | $-23.1M | — |
| 自由现金流率自由现金流/营收 | -14.2% | — |
| 资本支出强度资本支出/营收 | 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 | — |
8季度趋势，按日历期对齐
经营现金流AOSLWSFS
| Q1 26 | — | — | ||
| Q4 25 | $-8.1M | $220.0M | ||
| Q3 25 | $10.2M | $121.5M | ||
| Q2 25 | $-2.8M | $37.2M | ||
| Q1 25 | $7.4M | $8.7M | ||
| Q4 24 | $14.1M | $219.9M | ||
| Q3 24 | $11.0M | $3.1M | ||
| Q2 24 | $7.1M | $44.8M |
自由现金流AOSLWSFS
| Q1 26 | — | — | ||
| Q4 25 | $-23.1M | $213.6M | ||
| Q3 25 | $420.0K | $120.3M | ||
| Q2 25 | $-17.2M | $35.2M | ||
| Q1 25 | $-1.1M | $6.3M | ||
| Q4 24 | $6.6M | $205.6M | ||
| Q3 24 | $4.1M | $-489.0K | ||
| Q2 24 | $-210.0K | $42.1M |
自由现金流率AOSLWSFS
| Q1 26 | — | — | ||
| Q4 25 | -14.2% | 78.6% | ||
| Q3 25 | 0.2% | 44.5% | ||
| Q2 25 | -9.7% | 13.2% | ||
| Q1 25 | -0.6% | 2.5% | ||
| Q4 24 | 3.8% | 78.6% | ||
| Q3 24 | 2.3% | -0.2% | ||
| Q2 24 | -0.1% | 15.8% |
资本支出强度AOSLWSFS
| Q1 26 | — | — | ||
| Q4 25 | 9.2% | 2.3% | ||
| Q3 25 | 5.4% | 0.5% | ||
| Q2 25 | 8.1% | 0.7% | ||
| Q1 25 | 5.1% | 0.9% | ||
| Q4 24 | 4.3% | 5.5% | ||
| Q3 24 | 3.8% | 1.4% | ||
| Q2 24 | 4.5% | 1.0% |
现金转化率AOSLWSFS
| Q1 26 | — | — | ||
| Q4 25 | — | 3.03× | ||
| Q3 25 | — | 1.59× | ||
| Q2 25 | — | 0.51× | ||
| Q1 25 | — | 0.13× | ||
| Q4 24 | — | 3.43× | ||
| Q3 24 | — | 0.05× | ||
| Q2 24 | — | 0.65× |
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% |
WSFS
暂无分部数据
