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达尔科技(DIOD)与SUN COMMUNITIES INC(SUI)财务数据对比。点击上方公司名可切换其他公司
SUN COMMUNITIES INC的季度营收约是达尔科技的1.8倍($697.2M vs $391.6M),达尔科技净利率更高(2.6% vs 1.7%,领先0.9%),达尔科技同比增速更快(15.4% vs -25.8%),过去两年达尔科技的营收复合增速更高(13.9% vs -2.1%)
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。
Sun Communities是一家上市房地产投资信托基金,核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日,该公司在美国、加拿大、英国三地合计持有500处相关资产的权益,专注于居住及休闲类不动产投资领域。
DIOD vs SUI — 直观对比
营收规模更大
SUI
是对方的1.8倍
$391.6M
营收增速更快
DIOD
高出41.2%
-25.8%
净利率更高
DIOD
高出0.9%
1.7%
两年增速更快
DIOD
近两年复合增速
-2.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $391.6M | $697.2M |
| 净利润 | $10.2M | $12.1M |
| 毛利率 | 31.1% | — |
| 营业利润率 | 3.4% | — |
| 净利率 | 2.6% | 1.7% |
| 营收同比 | 15.4% | -25.8% |
| 净利润同比 | 23.8% | -96.0% |
| 每股收益(稀释后) | $0.23 | $0.07 |
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
DIOD
SUI
| Q4 25 | $391.6M | — | ||
| Q3 25 | $392.2M | $697.2M | ||
| Q2 25 | $366.2M | $623.5M | ||
| Q1 25 | $332.1M | $470.2M | ||
| Q4 24 | $339.3M | $745.9M | ||
| Q3 24 | $350.1M | $939.9M | ||
| Q2 24 | $319.8M | $864.0M | ||
| Q1 24 | $302.0M | $671.3M |
净利润
DIOD
SUI
| Q4 25 | $10.2M | — | ||
| Q3 25 | $14.3M | $12.1M | ||
| Q2 25 | $46.1M | $1.3B | ||
| Q1 25 | $-4.4M | $-41.2M | ||
| Q4 24 | $8.2M | $-228.4M | ||
| Q3 24 | $13.7M | $300.5M | ||
| Q2 24 | $8.0M | $56.7M | ||
| Q1 24 | $14.0M | $-25.2M |
毛利率
DIOD
SUI
| 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
DIOD
SUI
| Q4 25 | 3.4% | — | ||
| Q3 25 | 3.0% | — | ||
| Q2 25 | 2.6% | — | ||
| Q1 25 | 0.4% | — | ||
| Q4 24 | 3.5% | — | ||
| Q3 24 | 6.2% | — | ||
| Q2 24 | 1.2% | — | ||
| Q1 24 | 4.3% | — |
净利率
DIOD
SUI
| Q4 25 | 2.6% | — | ||
| Q3 25 | 3.6% | 1.7% | ||
| Q2 25 | 12.6% | 210.8% | ||
| Q1 25 | -1.3% | -8.8% | ||
| Q4 24 | 2.4% | -30.6% | ||
| Q3 24 | 3.9% | 32.0% | ||
| Q2 24 | 2.5% | 6.6% | ||
| Q1 24 | 4.6% | -3.8% |
每股收益(稀释后)
DIOD
SUI
| Q4 25 | $0.23 | — | ||
| Q3 25 | $0.31 | $0.07 | ||
| Q2 25 | $0.99 | $10.02 | ||
| Q1 25 | $-0.10 | $-0.34 | ||
| Q4 24 | $0.18 | $-1.80 | ||
| Q3 24 | $0.30 | $2.31 | ||
| Q2 24 | $0.17 | $0.42 | ||
| Q1 24 | $0.30 | $-0.22 |
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 | $542.7M |
| 总债务越低越好 | $25.7M | — |
| 股东权益账面价值 | $1.9B | $7.0B |
| 总资产 | $2.4B | $12.8B |
| 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
DIOD
SUI
| Q4 25 | $377.0M | — | ||
| Q3 25 | $386.4M | $542.7M | ||
| Q2 25 | $327.3M | $889.7M | ||
| Q1 25 | $343.9M | — | ||
| Q4 24 | $316.1M | $47.4M | ||
| Q3 24 | $319.3M | — | ||
| Q2 24 | $273.9M | — | ||
| Q1 24 | $276.0M | — |
总债务
DIOD
SUI
| Q4 25 | $25.7M | — | ||
| Q3 25 | $24.9M | — | ||
| Q2 25 | $26.4M | — | ||
| Q1 25 | $20.5M | — | ||
| Q4 24 | $20.7M | $7.4B | ||
| Q3 24 | $22.2M | — | ||
| Q2 24 | $20.3M | — | ||
| Q1 24 | $20.9M | — |
股东权益
DIOD
SUI
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.9B | $7.0B | ||
| Q2 25 | $1.9B | $7.4B | ||
| Q1 25 | $1.8B | $6.9B | ||
| Q4 24 | $1.8B | $7.1B | ||
| Q3 24 | $1.8B | $7.5B | ||
| Q2 24 | $1.8B | $6.9B | ||
| Q1 24 | $1.7B | $6.9B |
总资产
DIOD
SUI
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.5B | $12.8B | ||
| Q2 25 | $2.5B | $13.4B | ||
| Q1 25 | $2.4B | $16.5B | ||
| Q4 24 | $2.4B | $16.5B | ||
| Q3 24 | $2.4B | $17.1B | ||
| Q2 24 | $2.4B | $17.0B | ||
| Q1 24 | $2.4B | $17.1B |
负债/权益比
DIOD
SUI
| Q4 25 | 0.01× | — | ||
| Q3 25 | 0.01× | — | ||
| Q2 25 | 0.01× | — | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 0.01× | 1.04× | ||
| 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 | $197.8M |
| 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× | 16.35× |
| 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
DIOD
SUI
| Q4 25 | $38.1M | — | ||
| Q3 25 | $79.1M | $197.8M | ||
| Q2 25 | $41.5M | $256.0M | ||
| Q1 25 | $56.7M | $243.9M | ||
| Q4 24 | $81.8M | $118.0M | ||
| Q3 24 | $54.4M | $189.2M | ||
| Q2 24 | $14.4M | $311.3M | ||
| Q1 24 | $-31.1M | $242.5M |
自由现金流
DIOD
SUI
| 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
DIOD
SUI
| 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
DIOD
SUI
| 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
DIOD
SUI
| Q4 25 | 3.74× | — | ||
| Q3 25 | 5.54× | 16.35× | ||
| Q2 25 | 0.90× | 0.19× | ||
| Q1 25 | — | — | ||
| Q4 24 | 9.93× | — | ||
| Q3 24 | 3.95× | 0.63× | ||
| Q2 24 | 1.80× | 5.49× | ||
| Q1 24 | -2.22× | — |
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% |
SUI
暂无分部数据