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达尔科技（DIOD）与STEWART INFORMATION SERVICES CORP（STC）财务数据对比。点击上方公司名可切换其他公司
STEWART INFORMATION SERVICES CORP的季度营收约是达尔科技的2.0倍（$764.6M vs $391.6M），达尔科技净利率更高（2.6% vs 2.2%，领先0.4%），STEWART INFORMATION SERVICES CORP同比增速更快（27.7% vs 15.4%），过去两年达尔科技的营收复合增速更高（13.9% vs 12.7%）
达尔科技是一家全球性半导体制造商，主营分立器件、模拟及混合信号半导体产品的设计、生产与销售，产品广泛应用于汽车、工业、消费电子、计算及通信基础设施等核心领域，服务全球各地客户。
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
DIOD vs STC — 直观对比
营收规模更大
STC
是对方的2.0倍
$391.6M
营收增速更快
STC
高出12.3%
15.4%
净利率更高
DIOD
高出0.4%
2.2%
两年增速更快
DIOD
近两年复合增速
12.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $391.6M | $764.6M |
| 净利润 | $10.2M | $17.0M |
| 毛利率 | 31.1% | — |
| 营业利润率 | 3.4% | — |
| 净利率 | 2.6% | 2.2% |
| 营收同比 | 15.4% | 27.7% |
| 净利润同比 | 23.8% | 448.4% |
| 每股收益（稀释后） | $0.23 | — |
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DIODSTC
| Q1 26 | — | $764.6M | ||
| Q4 25 | $391.6M | $790.6M | ||
| Q3 25 | $392.2M | $796.9M | ||
| Q2 25 | $366.2M | $722.2M | ||
| Q1 25 | $332.1M | $612.0M | ||
| Q4 24 | $339.3M | $665.9M | ||
| Q3 24 | $350.1M | $667.9M | ||
| Q2 24 | $319.8M | $602.2M |
净利润DIODSTC
| Q1 26 | — | $17.0M | ||
| Q4 25 | $10.2M | $36.3M | ||
| Q3 25 | $14.3M | $44.3M | ||
| Q2 25 | $46.1M | $31.9M | ||
| Q1 25 | $-4.4M | $3.1M | ||
| Q4 24 | $8.2M | $22.7M | ||
| Q3 24 | $13.7M | $30.1M | ||
| Q2 24 | $8.0M | $17.3M |
毛利率DIODSTC
| Q1 26 | — | — | ||
| Q4 25 | 31.1% | — | ||
| Q3 25 | 30.7% | — | ||
| Q2 25 | 31.5% | — | ||
| Q1 25 | 31.5% | — | ||
| Q4 24 | 32.7% | — | ||
| Q3 24 | 33.7% | — | ||
| Q2 24 | 33.6% | — |
营业利润率DIODSTC
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 6.5% | ||
| Q3 25 | 3.0% | 7.7% | ||
| Q2 25 | 2.6% | 6.5% | ||
| Q1 25 | 0.4% | 1.0% | ||
| Q4 24 | 3.5% | 5.3% | ||
| Q3 24 | 6.2% | 6.4% | ||
| Q2 24 | 1.2% | 4.8% |
净利率DIODSTC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 2.6% | 4.6% | ||
| Q3 25 | 3.6% | 5.6% | ||
| Q2 25 | 12.6% | 4.4% | ||
| Q1 25 | -1.3% | 0.5% | ||
| Q4 24 | 2.4% | 3.4% | ||
| Q3 24 | 3.9% | 4.5% | ||
| Q2 24 | 2.5% | 2.9% |
每股收益（稀释后）DIODSTC
| Q1 26 | — | — | ||
| Q4 25 | $0.23 | $1.26 | ||
| Q3 25 | $0.31 | $1.55 | ||
| Q2 25 | $0.99 | $1.13 | ||
| Q1 25 | $-0.10 | $0.11 | ||
| Q4 24 | $0.18 | $0.81 | ||
| Q3 24 | $0.30 | $1.07 | ||
| Q2 24 | $0.17 | $0.62 |
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 | $377.0M | $317.5M |
| 总债务越低越好 | $25.7M | — |
| 股东权益账面价值 | $1.9B | — |
| 总资产 | $2.4B | — |
| 负债/权益比越低杠杆越低 | 0.01× | — |
8季度趋势，按日历期对齐
现金及短期投资DIODSTC
| Q1 26 | — | $317.5M | ||
| Q4 25 | $377.0M | $369.7M | ||
| Q3 25 | $386.4M | $233.2M | ||
| Q2 25 | $327.3M | $223.8M | ||
| Q1 25 | $343.9M | $194.2M | ||
| Q4 24 | $316.1M | $257.5M | ||
| Q3 24 | $319.3M | $228.7M | ||
| Q2 24 | $273.9M | $176.7M |
总债务DIODSTC
| Q1 26 | — | — | ||
| Q4 25 | $25.7M | — | ||
| Q3 25 | $24.9M | — | ||
| Q2 25 | $26.4M | — | ||
| Q1 25 | $20.5M | — | ||
| Q4 24 | $20.7M | $445.8M | ||
| Q3 24 | $22.2M | — | ||
| Q2 24 | $20.3M | — |
股东权益DIODSTC
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | $1.6B | ||
| Q3 25 | $1.9B | $1.5B | ||
| Q2 25 | $1.9B | $1.4B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $1.8B | $1.4B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.8B | $1.4B |
总资产DIODSTC
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $3.3B | ||
| Q3 25 | $2.5B | $2.8B | ||
| Q2 25 | $2.5B | $2.8B | ||
| Q1 25 | $2.4B | $2.7B | ||
| Q4 24 | $2.4B | $2.7B | ||
| Q3 24 | $2.4B | $2.7B | ||
| Q2 24 | $2.4B | $2.6B |
负债/权益比DIODSTC
| Q1 26 | — | — | ||
| Q4 25 | 0.01× | — | ||
| Q3 25 | 0.01× | — | ||
| Q2 25 | 0.01× | — | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 0.01× | 0.32× | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | 0.01× | — |
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 | $38.1M | — |
| 自由现金流经营现金流 - 资本支出 | $12.4M | — |
| 自由现金流率自由现金流/营收 | 3.2% | — |
| 资本支出强度资本支出/营收 | 6.6% | — |
| 现金转化率经营现金流/净利润 | 3.74× | — |
| 过去12个月自由现金流最近4个季度 | $137.2M | — |
8季度趋势，按日历期对齐
经营现金流DIODSTC
| Q1 26 | — | — | ||
| Q4 25 | $38.1M | $89.5M | ||
| Q3 25 | $79.1M | $92.6M | ||
| Q2 25 | $41.5M | $53.4M | ||
| Q1 25 | $56.7M | $-29.9M | ||
| Q4 24 | $81.8M | $68.0M | ||
| Q3 24 | $54.4M | $76.1M | ||
| Q2 24 | $14.4M | $21.1M |
自由现金流DIODSTC
| Q1 26 | — | — | ||
| Q4 25 | $12.4M | $62.3M | ||
| Q3 25 | $62.8M | $73.6M | ||
| Q2 25 | $21.1M | $38.7M | ||
| Q1 25 | $40.8M | $-42.2M | ||
| Q4 24 | $62.1M | $55.6M | ||
| Q3 24 | $39.4M | $67.4M | ||
| Q2 24 | $-3.5M | $11.9M |
自由现金流率DIODSTC
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | 7.9% | ||
| Q3 25 | 16.0% | 9.2% | ||
| Q2 25 | 5.8% | 5.4% | ||
| Q1 25 | 12.3% | -6.9% | ||
| Q4 24 | 18.3% | 8.4% | ||
| Q3 24 | 11.2% | 10.1% | ||
| Q2 24 | -1.1% | 2.0% |
资本支出强度DIODSTC
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 3.4% | ||
| Q3 25 | 4.2% | 2.4% | ||
| Q2 25 | 5.6% | 2.0% | ||
| Q1 25 | 4.8% | 2.0% | ||
| Q4 24 | 5.8% | 1.9% | ||
| Q3 24 | 4.3% | 1.3% | ||
| Q2 24 | 5.6% | 1.5% |
现金转化率DIODSTC
| Q1 26 | — | — | ||
| Q4 25 | 3.74× | 2.47× | ||
| Q3 25 | 5.54× | 2.09× | ||
| Q2 25 | 0.90× | 1.67× | ||
| Q1 25 | — | -9.73× | ||
| Q4 24 | 9.93× | 2.99× | ||
| Q3 24 | 3.95× | 2.53× | ||
| Q2 24 | 1.80× | 1.22× |
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
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
