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ACUITY INC. (DE)（AYI）与Qorvo, Inc.（QRVO）财务数据对比。点击上方公司名可切换其他公司
ACUITY INC. (DE)的季度营收约是Qorvo, Inc.的1.2倍（$1.1B vs $993.0M），Qorvo, Inc.净利率更高（16.5% vs 10.5%，领先6.0%），ACUITY INC. (DE)同比增速更快（20.2% vs 8.4%），Qorvo, Inc.自由现金流更多（$236.9M vs $114.8M），过去两年ACUITY INC. (DE)的营收复合增速更高（12.4% vs 2.7%）
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Qorvo是一家美国跨国企业，专注于无线、有线及电源市场相关产品的研发与供应。该公司由TriQuint半导体与RF Micro Devices合并而来，合并计划于2014年公布，2015年1月1日正式完成，在纳斯达克挂牌上市，股票代码QRVO，原实行双总部制，2016年中起将北卡罗来纳州基地作为总部所在地。
AYI vs QRVO — 直观对比
营收规模更大
AYI
是对方的1.2倍
$993.0M
营收增速更快
AYI
高出11.8%
8.4%
净利率更高
QRVO
高出6.0%
10.5%
自由现金流更多
QRVO
多$122.1M
$114.8M
两年增速更快
AYI
近两年复合增速
2.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $993.0M |
| 净利润 | $120.5M | $164.1M |
| 毛利率 | 48.4% | 46.7% |
| 营业利润率 | 14.0% | 19.4% |
| 净利率 | 10.5% | 16.5% |
| 营收同比 | 20.2% | 8.4% |
| 净利润同比 | 12.9% | 297.5% |
| 每股收益（稀释后） | $3.82 | $1.75 |
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AYIQRVO
| Q4 25 | $1.1B | $993.0M | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.2B | $818.8M | ||
| Q1 25 | $1.0B | $869.5M | ||
| Q4 24 | $951.6M | $916.3M | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $968.1M | $886.7M | ||
| Q1 24 | $905.9M | $941.0M |
净利润AYIQRVO
| Q4 25 | $120.5M | $164.1M | ||
| Q3 25 | $114.0M | $119.6M | ||
| Q2 25 | $98.4M | $25.6M | ||
| Q1 25 | $77.5M | $31.4M | ||
| Q4 24 | $106.7M | $41.3M | ||
| Q3 24 | $118.9M | $-17.4M | ||
| Q2 24 | $113.9M | $414.0K | ||
| Q1 24 | $89.2M | $2.7M |
毛利率AYIQRVO
| Q4 25 | 48.4% | 46.7% | ||
| Q3 25 | 48.9% | 47.0% | ||
| Q2 25 | 48.4% | 40.5% | ||
| Q1 25 | 46.5% | 42.2% | ||
| Q4 24 | 47.2% | 42.7% | ||
| Q3 24 | 47.3% | 42.6% | ||
| Q2 24 | 46.7% | 37.5% | ||
| Q1 24 | 45.5% | 40.6% |
营业利润率AYIQRVO
| Q4 25 | 14.0% | 19.4% | ||
| Q3 25 | 14.9% | 14.9% | ||
| Q2 25 | 11.9% | 3.7% | ||
| Q1 25 | 11.0% | 3.2% | ||
| Q4 24 | 14.0% | 5.8% | ||
| Q3 24 | 15.2% | 0.9% | ||
| Q2 24 | 15.0% | 0.5% | ||
| Q1 24 | 13.0% | 3.2% |
净利率AYIQRVO
| Q4 25 | 10.5% | 16.5% | ||
| Q3 25 | 9.4% | 11.3% | ||
| Q2 25 | 8.3% | 3.1% | ||
| Q1 25 | 7.7% | 3.6% | ||
| Q4 24 | 11.2% | 4.5% | ||
| Q3 24 | 11.5% | -1.7% | ||
| Q2 24 | 11.8% | 0.0% | ||
| Q1 24 | 9.8% | 0.3% |
每股收益（稀释后）AYIQRVO
| Q4 25 | $3.82 | $1.75 | ||
| Q3 25 | $3.61 | $1.28 | ||
| Q2 25 | $3.12 | $0.27 | ||
| Q1 25 | $2.45 | $0.33 | ||
| Q4 24 | $3.35 | $0.43 | ||
| Q3 24 | $3.77 | $-0.18 | ||
| Q2 24 | $3.62 | $0.00 | ||
| Q1 24 | $2.84 | $0.04 |
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 | $376.1M | $1.3B |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $2.8B | $3.7B |
| 总资产 | $4.7B | $6.2B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资AYIQRVO
| Q4 25 | $376.1M | $1.3B | ||
| Q3 25 | $422.5M | $1.1B | ||
| Q2 25 | $371.8M | $1.2B | ||
| Q1 25 | $397.9M | $1.0B | ||
| Q4 24 | $935.6M | $769.4M | ||
| Q3 24 | $845.8M | $1.1B | ||
| Q2 24 | $699.0M | $1.1B | ||
| Q1 24 | $578.9M | $1.0B |
总债务AYIQRVO
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.5B |
股东权益AYIQRVO
| Q4 25 | $2.8B | $3.7B | ||
| Q3 25 | $2.7B | $3.5B | ||
| Q2 25 | $2.6B | $3.4B | ||
| Q1 25 | $2.5B | $3.4B | ||
| Q4 24 | $2.5B | $3.4B | ||
| Q3 24 | $2.4B | $3.4B | ||
| Q2 24 | $2.3B | $3.5B | ||
| Q1 24 | $2.1B | $3.6B |
总资产AYIQRVO
| Q4 25 | $4.7B | $6.2B | ||
| Q3 25 | $4.8B | $6.1B | ||
| Q2 25 | $4.6B | $6.0B | ||
| Q1 25 | $4.6B | $5.9B | ||
| Q4 24 | $3.9B | $6.0B | ||
| Q3 24 | $3.8B | $6.5B | ||
| Q2 24 | $3.6B | $6.4B | ||
| Q1 24 | $3.5B | $6.6B |
负债/权益比AYIQRVO
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.44× | ||
| Q2 25 | — | 0.45× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | 0.45× | ||
| Q2 24 | — | 0.44× | ||
| Q1 24 | — | 0.44× |
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 | $140.8M | $265.4M |
| 自由现金流经营现金流 - 资本支出 | $114.8M | $236.9M |
| 自由现金流率自由现金流/营收 | 10.0% | 23.9% |
| 资本支出强度资本支出/营收 | 2.3% | 2.9% |
| 现金转化率经营现金流/净利润 | 1.17× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $534.5M | $595.2M |
8季度趋势，按日历期对齐
经营现金流AYIQRVO
| Q4 25 | $140.8M | $265.4M | ||
| Q3 25 | $202.5M | $84.0M | ||
| Q2 25 | $207.3M | $182.9M | ||
| Q1 25 | $59.4M | $199.2M | ||
| Q4 24 | $132.2M | $214.1M | ||
| Q3 24 | $174.1M | $127.8M | ||
| Q2 24 | $152.5M | $81.1M | ||
| Q1 24 | $102.6M | — |
自由现金流AYIQRVO
| Q4 25 | $114.8M | $236.9M | ||
| Q3 25 | $177.7M | $42.2M | ||
| Q2 25 | $192.3M | $145.4M | ||
| Q1 25 | $49.7M | $170.7M | ||
| Q4 24 | $113.3M | $176.2M | ||
| Q3 24 | $151.1M | $94.8M | ||
| Q2 24 | $140.5M | $42.9M | ||
| Q1 24 | $88.2M | — |
自由现金流率AYIQRVO
| Q4 25 | 10.0% | 23.9% | ||
| Q3 25 | 14.7% | 4.0% | ||
| Q2 25 | 16.3% | 17.8% | ||
| Q1 25 | 4.9% | 19.6% | ||
| Q4 24 | 11.9% | 19.2% | ||
| Q3 24 | 14.6% | 9.1% | ||
| Q2 24 | 14.5% | 4.8% | ||
| Q1 24 | 9.7% | — |
资本支出强度AYIQRVO
| Q4 25 | 2.3% | 2.9% | ||
| Q3 25 | 2.1% | 3.9% | ||
| Q2 25 | 1.3% | 4.6% | ||
| Q1 25 | 1.0% | 3.3% | ||
| Q4 24 | 2.0% | 4.1% | ||
| Q3 24 | 2.2% | 3.2% | ||
| Q2 24 | 1.2% | 4.3% | ||
| Q1 24 | 1.6% | — |
现金转化率AYIQRVO
| Q4 25 | 1.17× | 1.62× | ||
| Q3 25 | 1.78× | 0.70× | ||
| Q2 25 | 2.11× | 7.15× | ||
| Q1 25 | 0.77× | 6.35× | ||
| Q4 24 | 1.24× | 5.19× | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.34× | 195.86× | ||
| Q1 24 | 1.15× | — |
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
AYI
| Sales Channel Through Independent Sales Network | $616.7M | 54% |
| Acuity Intelligent Spaces | $248.1M | 22% |
| QSCLLC | $95.1M | 8% |
| Sales Channel Through Direct Sales Network | $70.6M | 6% |
| Sales Channel Through Original Equipment Manufacturer And Other | $49.1M | 4% |
| Sales Channel Through Corporate Accounts Network | $40.7M | 4% |
| Sales Channel Through Retail | $40.3M | 4% |
QRVO
| ACG | $690.8M | 70% |
| HPA | $190.9M | 19% |
| CSG | $111.3M | 11% |
