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艾睿电子（ARW）与RICHARDSON ELECTRONICS, LTD.（RELL）财务数据对比。点击上方公司名可切换其他公司
艾睿电子的季度营收约是RICHARDSON ELECTRONICS, LTD.的167.3倍（$8.7B vs $52.3M）。艾睿电子净利率更高（2.2% vs -0.2%，领先2.5%）。艾睿电子同比增速更快（20.1% vs 5.7%）。艾睿电子自由现金流更多（$172.6M vs $-1.7M）。过去两年艾睿电子的营收复合增速更高（12.4% vs 8.9%）
艾睿电子是总部位于美国科罗拉多州森特纳尼尔的企业，为全球客户提供电子元器件与企业计算产品，面向原始设备制造商、增值经销商、合同制造商等商业客户提供分销及增值服务，位列美国财富500强第154位。
詹姆斯·理查森集团（又名JR集团）是澳大利亚私有综合企业，业务涵盖家具、酒店、房地产及零售领域，总部位于墨尔本阿伯茨福德区，全球雇员约2300人。该企业最为消费者熟知的是其分布在澳大拉西亚和中东地区机场、边境口岸的免税零售门店，在以色列是家喻户晓的企业。
ARW vs RELL — 直观对比
营收规模更大
ARW
是对方的167.3倍
$52.3M
营收增速更快
ARW
高出14.4%
5.7%
净利率更高
ARW
高出2.5%
-0.2%
自由现金流更多
ARW
多$174.3M
$-1.7M
两年增速更快
ARW
近两年复合增速
8.9%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $8.7B | $52.3M |
| 净利润 | $194.6M | $-121.0K |
| 毛利率 | 11.5% | 30.7% |
| 营业利润率 | 3.4% | 0.3% |
| 净利率 | 2.2% | -0.2% |
| 营收同比 | 20.1% | 5.7% |
| 净利润同比 | 96.2% | 83.9% |
| 每股收益（稀释后） | $3.74 | — |
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ARWRELL
| Q4 25 | $8.7B | $52.3M | ||
| Q3 25 | $7.7B | $54.6M | ||
| Q2 25 | $7.6B | — | ||
| Q1 25 | $6.8B | $53.8M | ||
| Q4 24 | $7.3B | $49.5M | ||
| Q3 24 | $6.8B | $53.7M | ||
| Q2 24 | $6.9B | — | ||
| Q1 24 | $6.9B | $52.4M |
净利润ARWRELL
| Q4 25 | $194.6M | $-121.0K | ||
| Q3 25 | $109.2M | $1.9M | ||
| Q2 25 | $187.7M | — | ||
| Q1 25 | $79.7M | $-2.1M | ||
| Q4 24 | $99.2M | $-751.0K | ||
| Q3 24 | $100.6M | $590.0K | ||
| Q2 24 | $108.7M | — | ||
| Q1 24 | $83.6M | $750.0K |
毛利率ARWRELL
| Q4 25 | 11.5% | 30.7% | ||
| Q3 25 | 10.8% | 31.0% | ||
| Q2 25 | 11.2% | — | ||
| Q1 25 | 11.4% | 31.0% | ||
| Q4 24 | 11.0% | 31.0% | ||
| Q3 24 | 11.5% | 30.6% | ||
| Q2 24 | 12.3% | — | ||
| Q1 24 | 12.4% | 29.5% |
营业利润率ARWRELL
| Q4 25 | 3.4% | 0.3% | ||
| Q3 25 | 2.3% | 1.8% | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 2.3% | -5.1% | ||
| Q4 24 | 2.7% | -1.3% | ||
| Q3 24 | 2.6% | 0.6% | ||
| Q2 24 | 3.1% | — | ||
| Q1 24 | 2.7% | 1.9% |
净利率ARWRELL
| Q4 25 | 2.2% | -0.2% | ||
| Q3 25 | 1.4% | 3.5% | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 1.2% | -3.8% | ||
| Q4 24 | 1.4% | -1.5% | ||
| Q3 24 | 1.5% | 1.1% | ||
| Q2 24 | 1.6% | — | ||
| Q1 24 | 1.2% | 1.4% |
每股收益（稀释后）ARWRELL
| Q4 25 | $3.74 | — | ||
| Q3 25 | $2.09 | — | ||
| Q2 25 | $3.59 | — | ||
| Q1 25 | $1.51 | — | ||
| Q4 24 | $1.87 | — | ||
| Q3 24 | $1.88 | — | ||
| Q2 24 | $2.01 | — | ||
| Q1 24 | $1.53 | — |
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 | $306.5M | $33.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.6B | $158.5M |
| 总资产 | $29.1B | $201.8M |
| 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ARWRELL
| Q4 25 | $306.5M | $33.1M | ||
| Q3 25 | $213.6M | $35.7M | ||
| Q2 25 | $222.0M | — | ||
| Q1 25 | $231.9M | $36.7M | ||
| Q4 24 | $188.8M | $26.6M | ||
| Q3 24 | $248.0M | $23.0M | ||
| Q2 24 | $213.0M | — | ||
| Q1 24 | $242.8M | $18.9M |
股东权益ARWRELL
| Q4 25 | $6.6B | $158.5M | ||
| Q3 25 | $6.4B | $159.4M | ||
| Q2 25 | $6.3B | — | ||
| Q1 25 | $5.9B | $152.9M | ||
| Q4 24 | $5.8B | $156.2M | ||
| Q3 24 | $6.0B | $159.1M | ||
| Q2 24 | $5.7B | — | ||
| Q1 24 | $5.7B | $158.6M |
总资产ARWRELL
| Q4 25 | $29.1B | $201.8M | ||
| Q3 25 | $24.5B | $200.1M | ||
| Q2 25 | $24.3B | — | ||
| Q1 25 | $21.4B | $189.8M | ||
| Q4 24 | $21.8B | $195.2M | ||
| Q3 24 | $20.9B | $197.9M | ||
| Q2 24 | $20.1B | — | ||
| Q1 24 | $20.3B | $193.6M |
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 | $199.9M | $-99.0K |
| 自由现金流经营现金流 - 资本支出 | $172.6M | $-1.7M |
| 自由现金流率自由现金流/营收 | 2.0% | -3.3% |
| 资本支出强度资本支出/营收 | 0.3% | 3.1% |
| 现金转化率经营现金流/净利润 | 1.03× | — |
| 过去12个月自由现金流最近4个季度 | $-37.2M | $3.0M |
8季度趋势，按日历期对齐
经营现金流ARWRELL
| Q4 25 | $199.9M | $-99.0K | ||
| Q3 25 | $-281.7M | $1.4M | ||
| Q2 25 | $-205.9M | — | ||
| Q1 25 | $351.7M | $4.6M | ||
| Q4 24 | $326.5M | $5.5M | ||
| Q3 24 | $80.6M | $412.0K | ||
| Q2 24 | $320.2M | — | ||
| Q1 24 | $403.2M | $-2.5M |
自由现金流ARWRELL
| Q4 25 | $172.6M | $-1.7M | ||
| Q3 25 | $-312.0M | $342.0K | ||
| Q2 25 | $-224.5M | — | ||
| Q1 25 | $326.7M | $4.1M | ||
| Q4 24 | $303.9M | $4.9M | ||
| Q3 24 | $62.0M | $-514.0K | ||
| Q2 24 | $298.1M | — | ||
| Q1 24 | $373.7M | $-2.9M |
自由现金流率ARWRELL
| Q4 25 | 2.0% | -3.3% | ||
| Q3 25 | -4.0% | 0.6% | ||
| Q2 25 | -3.0% | — | ||
| Q1 25 | 4.8% | 7.5% | ||
| Q4 24 | 4.2% | 10.0% | ||
| Q3 24 | 0.9% | -1.0% | ||
| Q2 24 | 4.3% | — | ||
| Q1 24 | 5.4% | -5.6% |
资本支出强度ARWRELL
| Q4 25 | 0.3% | 3.1% | ||
| Q3 25 | 0.4% | 1.9% | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.4% | 1.0% | ||
| Q4 24 | 0.3% | 1.0% | ||
| Q3 24 | 0.3% | 1.7% | ||
| Q2 24 | 0.3% | — | ||
| Q1 24 | 0.4% | 0.8% |
现金转化率ARWRELL
| Q4 25 | 1.03× | — | ||
| Q3 25 | -2.58× | 0.72× | ||
| Q2 25 | -1.10× | — | ||
| Q1 25 | 4.41× | — | ||
| Q4 24 | 3.29× | — | ||
| Q3 24 | 0.80× | 0.70× | ||
| Q2 24 | 2.95× | — | ||
| Q1 24 | 4.82× | -3.37× |
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
ARW
暂无分部数据
RELL
| Power And Microwave Technologies Group | $35.2M | 67% |
| Canvys | $8.8M | 17% |
| Global Energy Solutions | $8.3M | 16% |
