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精工集团(CRDO)与安森美半导体(ON)财务数据对比。点击上方公司名可切换其他公司
安森美半导体的季度营收约是精工集团的5.8倍($1.6B vs $268.0M)。精工集团净利率更高(30.8% vs 16.4%,领先14.4%)。精工集团同比增速更快(272.1% vs -10.0%)。安森美半导体自由现金流更多($372.4M vs $38.5M)。过去两年精工集团的营收复合增速更高(110.0% vs -12.3%)
精工集团是由精工集团株式会社及其子公司、关联企业组成的企业集团。该集团原由精工控股株式会社、精工仪器株式会社和精工爱普生株式会社三家核心企业构成,三家企业均以钟表技术为核心联结。目前爱普生仍为精工集团开发生产腕表,但爱普生及其子公司已不属于精工集团旗下成员。
安森美半导体旗下原仙童半导体是总部位于美国加利福尼亚州圣何塞的半导体企业,1957年由从肖克利半导体实验室离职的“八叛逆”创立,是晶体管和集成电路制造领域的先驱,曾历经多次股权变更,1997年再度独立运营后并入安森美。
CRDO vs ON — 直观对比
营收规模更大
ON
是对方的5.8倍
$268.0M
营收增速更快
CRDO
高出282.0%
-10.0%
净利率更高
CRDO
高出14.4%
16.4%
自由现金流更多
ON
多$333.9M
$38.5M
两年增速更快
CRDO
近两年复合增速
-12.3%
损益表 — Q3 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $268.0M | $1.6B |
| 净利润 | $82.6M | $255.0M |
| 毛利率 | 67.5% | 37.9% |
| 营业利润率 | 29.4% | 17.0% |
| 净利率 | 30.8% | 16.4% |
| 营收同比 | 272.1% | -10.0% |
| 净利润同比 | 2055.9% | -32.9% |
| 每股收益(稀释后) | $0.44 | $0.63 |
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
CRDO
ON
| Q4 25 | $268.0M | $1.6B | ||
| Q3 25 | $223.1M | $1.5B | ||
| Q2 25 | $170.0M | $1.4B | ||
| Q1 25 | $135.0M | — | ||
| Q4 24 | $72.0M | $1.7B | ||
| Q3 24 | $59.7M | $1.8B | ||
| Q2 24 | $60.8M | $1.7B | ||
| Q1 24 | — | $1.9B |
净利润
CRDO
ON
| Q4 25 | $82.6M | $255.0M | ||
| Q3 25 | $63.4M | $170.3M | ||
| Q2 25 | $36.6M | $-486.1M | ||
| Q1 25 | $29.4M | — | ||
| Q4 24 | $-4.2M | $379.9M | ||
| Q3 24 | $-9.5M | $401.7M | ||
| Q2 24 | $-10.5M | $338.2M | ||
| Q1 24 | — | $453.0M |
毛利率
CRDO
ON
| Q4 25 | 67.5% | 37.9% | ||
| Q3 25 | 67.4% | 37.6% | ||
| Q2 25 | 67.2% | 20.3% | ||
| Q1 25 | 63.6% | — | ||
| Q4 24 | 63.2% | 45.2% | ||
| Q3 24 | 62.4% | 45.4% | ||
| Q2 24 | 65.8% | 45.2% | ||
| Q1 24 | — | 45.8% |
营业利润率
CRDO
ON
| Q4 25 | 29.4% | 17.0% | ||
| Q3 25 | 27.2% | 13.2% | ||
| Q2 25 | 19.9% | -39.7% | ||
| Q1 25 | 19.4% | — | ||
| Q4 24 | -11.7% | 23.7% | ||
| Q3 24 | -24.2% | 25.3% | ||
| Q2 24 | -13.0% | 22.4% | ||
| Q1 24 | — | 28.2% |
净利率
CRDO
ON
| Q4 25 | 30.8% | 16.4% | ||
| Q3 25 | 28.4% | 11.6% | ||
| Q2 25 | 21.5% | -33.6% | ||
| Q1 25 | 21.7% | — | ||
| Q4 24 | -5.9% | 22.1% | ||
| Q3 24 | -16.0% | 22.8% | ||
| Q2 24 | -17.2% | 19.5% | ||
| Q1 24 | — | 24.3% |
每股收益(稀释后)
CRDO
ON
| Q4 25 | $0.44 | $0.63 | ||
| Q3 25 | $0.34 | $0.41 | ||
| Q2 25 | $0.22 | $-1.15 | ||
| Q1 25 | $0.16 | — | ||
| Q4 24 | $-0.03 | $0.88 | ||
| Q3 24 | $-0.06 | $0.93 | ||
| Q2 24 | $-0.06 | $0.78 | ||
| Q1 24 | — | $1.04 |
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 | $813.6M | $2.9B |
| 总债务越低越好 | — | $3.4B |
| 股东权益账面价值 | $1.3B | $7.9B |
| 总资产 | $1.4B | $13.0B |
| 负债/权益比越低杠杆越低 | — | 0.43× |
8季度趋势,按日历期对齐
现金及短期投资
CRDO
ON
| Q4 25 | $813.6M | $2.9B | ||
| Q3 25 | $479.6M | $2.8B | ||
| Q2 25 | $431.3M | $3.0B | ||
| Q1 25 | $379.2M | — | ||
| Q4 24 | $383.0M | $3.0B | ||
| Q3 24 | $398.6M | $2.8B | ||
| Q2 24 | $410.0M | $2.7B | ||
| Q1 24 | — | $2.6B |
总债务
CRDO
ON
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | — | $3.4B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $3.4B | ||
| Q1 24 | — | $3.4B |
股东权益
CRDO
ON
| Q4 25 | $1.3B | $7.9B | ||
| Q3 25 | $781.4M | $7.9B | ||
| Q2 25 | $681.6M | $8.0B | ||
| Q1 25 | $618.2M | — | ||
| Q4 24 | $567.9M | $8.8B | ||
| Q3 24 | $553.1M | $8.6B | ||
| Q2 24 | $540.2M | $8.3B | ||
| Q1 24 | — | $8.1B |
总资产
CRDO
ON
| Q4 25 | $1.4B | $13.0B | ||
| Q3 25 | $905.2M | $13.1B | ||
| Q2 25 | $809.3M | $13.3B | ||
| Q1 25 | $719.9M | — | ||
| Q4 24 | $638.6M | $14.1B | ||
| Q3 24 | $644.9M | $13.9B | ||
| Q2 24 | $601.9M | $13.7B | ||
| Q1 24 | — | $13.5B |
负债/权益比
CRDO
ON
| Q4 25 | — | 0.43× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.42× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.38× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | — | 0.41× | ||
| Q1 24 | — | 0.42× |
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 | $61.7M | $418.7M |
| 自由现金流经营现金流 - 资本支出 | $38.5M | $372.4M |
| 自由现金流率自由现金流/营收 | 14.4% | 24.0% |
| 资本支出强度资本支出/营收 | 8.7% | 3.0% |
| 现金转化率经营现金流/净利润 | 0.75× | 1.64× |
| 过去12个月自由现金流最近4个季度 | $143.6M | $1.4B |
8季度趋势,按日历期对齐
经营现金流
CRDO
ON
| Q4 25 | $61.7M | $418.7M | ||
| Q3 25 | $54.2M | $184.3M | ||
| Q2 25 | $57.8M | $602.3M | ||
| Q1 25 | — | — | ||
| Q4 24 | $10.3M | $579.7M | ||
| Q3 24 | $-7.2M | $465.8M | ||
| Q2 24 | $4.2M | $362.2M | ||
| Q1 24 | — | $498.7M |
自由现金流
CRDO
ON
| Q4 25 | $38.5M | $372.4M | ||
| Q3 25 | $51.3M | $106.1M | ||
| Q2 25 | $54.2M | $454.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | $-11.7M | $434.8M | ||
| Q3 24 | $-13.1M | $293.6M | ||
| Q2 24 | $962.0K | $207.7M | ||
| Q1 24 | — | $276.3M |
自由现金流率
CRDO
ON
| Q4 25 | 14.4% | 24.0% | ||
| Q3 25 | 23.0% | 7.2% | ||
| Q2 25 | 31.9% | 31.5% | ||
| Q1 25 | — | — | ||
| Q4 24 | -16.2% | 25.2% | ||
| Q3 24 | -21.9% | 16.7% | ||
| Q2 24 | 1.6% | 12.0% | ||
| Q1 24 | — | 14.8% |
资本支出强度
CRDO
ON
| Q4 25 | 8.7% | 3.0% | ||
| Q3 25 | 1.3% | 5.3% | ||
| Q2 25 | 2.1% | 10.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | 30.5% | 8.4% | ||
| Q3 24 | 9.8% | 9.8% | ||
| Q2 24 | 5.3% | 8.9% | ||
| Q1 24 | — | 11.9% |
现金转化率
CRDO
ON
| Q4 25 | 0.75× | 1.64× | ||
| Q3 25 | 0.85× | 1.08× | ||
| Q2 25 | 1.58× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | — | 1.16× | ||
| Q2 24 | — | 1.07× | ||
| Q1 24 | — | 1.10× |
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
CRDO
暂无分部数据
ON
| Industrial Segment | $426.3M | 27% |
| Other End Markets Segment | $337.3M | 22% |
| Intelligent Sensing Segments | $284.0M | 18% |
| Direct Customers | $282.4M | 18% |
| Intelligent Sensing Group | $230.0M | 15% |