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达尔科技（DIOD）与STARWOOD PROPERTY TRUST, INC.（STWD）财务数据对比。点击上方公司名可切换其他公司
STARWOOD PROPERTY TRUST, INC.的季度营收约是达尔科技的1.3倍（$492.9M vs $391.6M），STARWOOD PROPERTY TRUST, INC.净利率更高（19.7% vs 2.6%，领先17.1%），达尔科技同比增速更快（15.4% vs 8.5%），过去两年达尔科技的营收复合增速更高（13.9% vs -2.9%）
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。
喜达屋酒店及度假村国际集团是全球规模最大的酒店企业之一，业务涵盖酒店、度假村、水疗中心、住宅及度假产权物业的持有、运营、特许经营与管理。集团前身为1969年成立的房地产投资信托基金，1995年完成收购重组，旗下共11个品牌，管理及特许经营的物业共计1297处。
DIOD vs STWD — 直观对比
营收规模更大
STWD
是对方的1.3倍
$391.6M
营收增速更快
DIOD
高出6.9%
8.5%
净利率更高
STWD
高出17.1%
2.6%
两年增速更快
DIOD
近两年复合增速
-2.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $391.6M | $492.9M |
| 净利润 | $10.2M | $96.9M |
| 毛利率 | 31.1% | — |
| 营业利润率 | 3.4% | 26.6% |
| 净利率 | 2.6% | 19.7% |
| 营收同比 | 15.4% | 8.5% |
| 净利润同比 | 23.8% | 87.7% |
| 每股收益（稀释后） | $0.23 | $0.25 |
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DIODSTWD
| Q4 25 | $391.6M | $492.9M | ||
| Q3 25 | $392.2M | $488.9M | ||
| Q2 25 | $366.2M | $444.3M | ||
| Q1 25 | $332.1M | $418.2M | ||
| Q4 24 | $339.3M | $454.4M | ||
| Q3 24 | $350.1M | $479.5M | ||
| Q2 24 | $319.8M | $489.8M | ||
| Q1 24 | $302.0M | $523.1M |
净利润DIODSTWD
| Q4 25 | $10.2M | $96.9M | ||
| Q3 25 | $14.3M | $72.6M | ||
| Q2 25 | $46.1M | $129.8M | ||
| Q1 25 | $-4.4M | $112.3M | ||
| Q4 24 | $8.2M | $51.6M | ||
| Q3 24 | $13.7M | $76.1M | ||
| Q2 24 | $8.0M | $77.9M | ||
| Q1 24 | $14.0M | $154.3M |
毛利率DIODSTWD
| 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% | — | ||
| Q1 24 | 33.0% | — |
营业利润率DIODSTWD
| Q4 25 | 3.4% | 26.6% | ||
| Q3 25 | 3.0% | 19.1% | ||
| Q2 25 | 2.6% | 30.5% | ||
| Q1 25 | 0.4% | 28.7% | ||
| Q4 24 | 3.5% | 15.1% | ||
| Q3 24 | 6.2% | 17.2% | ||
| Q2 24 | 1.2% | 19.1% | ||
| Q1 24 | 4.3% | 30.8% |
净利率DIODSTWD
| Q4 25 | 2.6% | 19.7% | ||
| Q3 25 | 3.6% | 14.8% | ||
| Q2 25 | 12.6% | 29.2% | ||
| Q1 25 | -1.3% | 26.8% | ||
| Q4 24 | 2.4% | 11.4% | ||
| Q3 24 | 3.9% | 15.9% | ||
| Q2 24 | 2.5% | 15.9% | ||
| Q1 24 | 4.6% | 29.5% |
每股收益（稀释后）DIODSTWD
| Q4 25 | $0.23 | $0.25 | ||
| Q3 25 | $0.31 | $0.19 | ||
| Q2 25 | $0.99 | $0.38 | ||
| Q1 25 | $-0.10 | $0.33 | ||
| Q4 24 | $0.18 | $0.15 | ||
| Q3 24 | $0.30 | $0.23 | ||
| Q2 24 | $0.17 | $0.24 | ||
| Q1 24 | $0.30 | $0.48 |
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 | $499.5M |
| 总债务越低越好 | $25.7M | — |
| 股东权益账面价值 | $1.9B | $6.8B |
| 总资产 | $2.4B | $63.2B |
| 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DIODSTWD
| Q4 25 | $377.0M | $499.5M | ||
| Q3 25 | $386.4M | $301.1M | ||
| Q2 25 | $327.3M | $259.9M | ||
| Q1 25 | $343.9M | $440.6M | ||
| Q4 24 | $316.1M | $377.8M | ||
| Q3 24 | $319.3M | $357.9M | ||
| Q2 24 | $273.9M | $259.3M | ||
| Q1 24 | $276.0M | $327.4M |
总债务DIODSTWD
| Q4 25 | $25.7M | — | ||
| Q3 25 | $24.9M | — | ||
| Q2 25 | $26.4M | — | ||
| Q1 25 | $20.5M | — | ||
| Q4 24 | $20.7M | — | ||
| Q3 24 | $22.2M | — | ||
| Q2 24 | $20.3M | — | ||
| Q1 24 | $20.9M | — |
股东权益DIODSTWD
| Q4 25 | $1.9B | $6.8B | ||
| Q3 25 | $1.9B | $6.9B | ||
| Q2 25 | $1.9B | $6.4B | ||
| Q1 25 | $1.8B | $6.4B | ||
| Q4 24 | $1.8B | $6.4B | ||
| Q3 24 | $1.8B | $6.5B | ||
| Q2 24 | $1.8B | $6.2B | ||
| Q1 24 | $1.7B | $6.3B |
总资产DIODSTWD
| Q4 25 | $2.4B | $63.2B | ||
| Q3 25 | $2.5B | $62.4B | ||
| Q2 25 | $2.5B | $62.4B | ||
| Q1 25 | $2.4B | $62.2B | ||
| Q4 24 | $2.4B | $62.6B | ||
| Q3 24 | $2.4B | $64.2B | ||
| Q2 24 | $2.4B | $64.1B | ||
| Q1 24 | $2.4B | $66.2B |
负债/权益比DIODSTWD
| Q4 25 | 0.01× | — | ||
| Q3 25 | 0.01× | — | ||
| Q2 25 | 0.01× | — | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | 0.01× | — | ||
| Q1 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 | $488.8M |
| 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× | 5.04× |
| 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DIODSTWD
| Q4 25 | $38.1M | $488.8M | ||
| Q3 25 | $79.1M | $337.6M | ||
| Q2 25 | $41.5M | $-87.4M | ||
| Q1 25 | $56.7M | $238.9M | ||
| Q4 24 | $81.8M | $295.6M | ||
| Q3 24 | $54.4M | $241.8M | ||
| Q2 24 | $14.4M | $53.3M | ||
| Q1 24 | $-31.1M | $55.9M |
自由现金流DIODSTWD
| Q4 25 | $12.4M | — | ||
| Q3 25 | $62.8M | — | ||
| Q2 25 | $21.1M | — | ||
| Q1 25 | $40.8M | — | ||
| Q4 24 | $62.1M | — | ||
| Q3 24 | $39.4M | — | ||
| Q2 24 | $-3.5M | — | ||
| Q1 24 | $-51.5M | — |
自由现金流率DIODSTWD
| Q4 25 | 3.2% | — | ||
| Q3 25 | 16.0% | — | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 12.3% | — | ||
| Q4 24 | 18.3% | — | ||
| Q3 24 | 11.2% | — | ||
| Q2 24 | -1.1% | — | ||
| Q1 24 | -17.1% | — |
资本支出强度DIODSTWD
| Q4 25 | 6.6% | — | ||
| Q3 25 | 4.2% | — | ||
| Q2 25 | 5.6% | — | ||
| Q1 25 | 4.8% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 4.3% | — | ||
| Q2 24 | 5.6% | — | ||
| Q1 24 | 6.7% | — |
现金转化率DIODSTWD
| Q4 25 | 3.74× | 5.04× | ||
| Q3 25 | 5.54× | 4.65× | ||
| Q2 25 | 0.90× | -0.67× | ||
| Q1 25 | — | 2.13× | ||
| Q4 24 | 9.93× | 5.72× | ||
| Q3 24 | 3.95× | 3.18× | ||
| Q2 24 | 1.80× | 0.68× | ||
| Q1 24 | -2.22× | 0.36× |
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% |
STWD
| Commercial And Residential Lending Segment | $335.2M | 68% |
| Infrastructure Lending Segment | $70.3M | 14% |
| Property Segment | $57.8M | 12% |
| Other | $29.7M | 6% |
