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AeroVironment Inc（AVAV）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是AeroVironment Inc的2.0倍（$943.7M vs $472.5M），思佳讯净利率更高（3.8% vs -3.6%，领先7.4%），AeroVironment Inc同比增速更快（181.9% vs -1.0%），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs 2.1%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
AVAV vs SWKS — 直观对比
营收规模更大
SWKS
是对方的2.0倍
$472.5M
营收增速更快
AVAV
高出182.9%
-1.0%
净利率更高
SWKS
高出7.4%
-3.6%
两年增速更快
AVAV
近两年复合增速
2.1%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $943.7M |
| 净利润 | $-17.1M | $35.6M |
| 毛利率 | 22.0% | 40.8% |
| 营业利润率 | -6.4% | 4.5% |
| 净利率 | -3.6% | 3.8% |
| 营收同比 | 181.9% | -1.0% |
| 净利润同比 | -875.1% | -48.2% |
| 每股收益（稀释后） | $-0.34 | $0.24 |
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AVAVSWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | $472.5M | $1.1B | ||
| Q3 25 | $454.7M | — | ||
| Q2 25 | $275.1M | $965.0M | ||
| Q1 25 | $167.6M | $953.2M | ||
| Q4 24 | $188.5M | $1.1B | ||
| Q3 24 | $189.5M | $1.0B |
净利润AVAVSWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | — | $79.2M | ||
| Q4 25 | $-17.1M | $141.4M | ||
| Q3 25 | $-67.4M | — | ||
| Q2 25 | $16.7M | $105.0M | ||
| Q1 25 | $-1.8M | $68.7M | ||
| Q4 24 | $7.5M | $162.0M | ||
| Q3 24 | $21.2M | $60.5M |
毛利率AVAVSWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | — | 41.3% | ||
| Q4 25 | 22.0% | 40.7% | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | 36.5% | 41.6% | ||
| Q1 25 | 37.7% | 41.1% | ||
| Q4 24 | 39.1% | 41.4% | ||
| Q3 24 | 43.0% | 41.9% |
营业利润率AVAVSWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | — | 10.0% | ||
| Q4 25 | -6.4% | 10.1% | ||
| Q3 25 | -15.2% | — | ||
| Q2 25 | 5.0% | 11.5% | ||
| Q1 25 | -1.8% | 10.2% | ||
| Q4 24 | 3.7% | 16.9% | ||
| Q3 24 | 12.2% | 5.8% |
净利率AVAVSWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | — | 7.6% | ||
| Q4 25 | -3.6% | 12.9% | ||
| Q3 25 | -14.8% | — | ||
| Q2 25 | 6.1% | 10.9% | ||
| Q1 25 | -1.0% | 7.2% | ||
| Q4 24 | 4.0% | 15.2% | ||
| Q3 24 | 11.2% | 5.9% |
每股收益（稀释后）AVAVSWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | — | $0.53 | ||
| Q4 25 | $-0.34 | $0.95 | ||
| Q3 25 | $-1.44 | — | ||
| Q2 25 | $0.59 | $0.70 | ||
| Q1 25 | $-0.06 | $0.43 | ||
| Q4 24 | $0.27 | $1.00 | ||
| Q3 24 | $0.75 | $0.36 |
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 | $588.5M | — |
| 总债务越低越好 | $747.5M | — |
| 股东权益账面价值 | $4.4B | $5.8B |
| 总资产 | $5.6B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AVAVSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $1.6B | ||
| Q4 25 | $588.5M | $1.4B | ||
| Q3 25 | $685.8M | — | ||
| Q2 25 | $40.9M | $1.3B | ||
| Q1 25 | $47.0M | $1.5B | ||
| Q4 24 | $69.0M | $1.7B | ||
| Q3 24 | $81.2M | $1.6B |
总债务AVAVSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $496.6M | ||
| Q4 25 | $747.5M | $496.4M | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $30.0M | $496.2M | ||
| Q1 25 | $25.0M | $995.1M | ||
| Q4 24 | $15.0M | $994.7M | ||
| Q3 24 | $17.5M | $994.3M |
股东权益AVAVSWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | — | $5.8B | ||
| Q4 25 | $4.4B | $5.8B | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $886.5M | $5.7B | ||
| Q1 25 | $861.1M | $5.9B | ||
| Q4 24 | $858.4M | $6.4B | ||
| Q3 24 | $845.5M | $6.3B |
总资产AVAVSWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | — | $7.9B | ||
| Q4 25 | $5.6B | $7.9B | ||
| Q3 25 | $5.6B | — | ||
| Q2 25 | $1.1B | $7.7B | ||
| Q1 25 | $1.0B | $7.9B | ||
| Q4 24 | $1.0B | $8.3B | ||
| Q3 24 | $999.2M | $8.3B |
负债/权益比AVAVSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 0.09× | ||
| Q4 25 | 0.17× | 0.09× | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.03× | 0.09× | ||
| Q1 25 | 0.03× | 0.17× | ||
| Q4 24 | 0.02× | 0.16× | ||
| Q3 24 | 0.02× | 0.16× |
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 | $-45.1M | $50.3M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | — |
| 自由现金流率自由现金流/营收 | -11.8% | — |
| 资本支出强度资本支出/营收 | 2.3% | 8.7% |
| 现金转化率经营现金流/净利润 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | $-240.7M | — |
8季度趋势，按日历期对齐
经营现金流AVAVSWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | — | $395.5M | ||
| Q4 25 | $-45.1M | $200.0M | ||
| Q3 25 | $-123.7M | — | ||
| Q2 25 | $-264.0K | $314.2M | ||
| Q1 25 | $-25.8M | $409.4M | ||
| Q4 24 | $-3.6M | $377.2M | ||
| Q3 24 | $28.4M | $476.1M |
自由现金流AVAVSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $339.0M | ||
| Q4 25 | $-55.9M | $144.0M | ||
| Q3 25 | $-146.5M | — | ||
| Q2 25 | $-8.8M | $252.7M | ||
| Q1 25 | $-29.6M | $370.9M | ||
| Q4 24 | $-8.7M | $338.2M | ||
| Q3 24 | $22.9M | $393.3M |
自由现金流率AVAVSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 32.7% | ||
| Q4 25 | -11.8% | 13.1% | ||
| Q3 25 | -32.2% | — | ||
| Q2 25 | -3.2% | 26.2% | ||
| Q1 25 | -17.7% | 38.9% | ||
| Q4 24 | -4.6% | 31.7% | ||
| Q3 24 | 12.1% | 38.4% |
资本支出强度AVAVSWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | — | 5.5% | ||
| Q4 25 | 2.3% | 5.1% | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 3.1% | 6.4% | ||
| Q1 25 | 2.3% | 4.0% | ||
| Q4 24 | 2.7% | 3.6% | ||
| Q3 24 | 2.9% | 8.1% |
现金转化率AVAVSWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | — | 4.99× | ||
| Q4 25 | — | 1.41× | ||
| Q3 25 | — | — | ||
| Q2 25 | -0.02× | 2.99× | ||
| Q1 25 | — | 5.96× | ||
| Q4 24 | -0.48× | 2.33× | ||
| Q3 24 | 1.34× | 7.87× |
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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
SWKS
暂无分部数据
