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达尔科技（DIOD）与Walker & Dunlop, Inc.（WD）财务数据对比。点击上方公司名可切换其他公司
达尔科技的季度营收约是Walker & Dunlop, Inc.的1.2倍（$391.6M vs $340.0M），达尔科技净利率更高（2.6% vs -12.9%，领先15.5%），达尔科技同比增速更快（15.4% vs -0.4%），达尔科技自由现金流更多（$12.4M vs $-680.1M），过去两年Walker & Dunlop, Inc.的营收复合增速更高（22.1% vs 13.9%）
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。
Walker & Dunlop, Inc.是美国乃至全球规模领先的商业地产金融与咨询服务机构，为客户提供覆盖商业地产领域的多元金融解决方案及专业咨询服务，业务辐射全球多个市场，在行业内拥有深厚的资源积累与广泛的市场认可度。
DIOD vs WD — 直观对比
营收规模更大
DIOD
是对方的1.2倍
$340.0M
营收增速更快
DIOD
高出15.8%
-0.4%
净利率更高
DIOD
高出15.5%
-12.9%
自由现金流更多
DIOD
多$692.5M
$-680.1M
两年增速更快
WD
近两年复合增速
13.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $391.6M | $340.0M |
| 净利润 | $10.2M | $-13.9M |
| 毛利率 | 31.1% | — |
| 营业利润率 | 3.4% | -17.2% |
| 净利率 | 2.6% | -12.9% |
| 营收同比 | 15.4% | -0.4% |
| 净利润同比 | 23.8% | -131.0% |
| 每股收益（稀释后） | $0.23 | $-0.41 |
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DIODWD
| Q4 25 | $391.6M | $340.0M | ||
| Q3 25 | $392.2M | $337.7M | ||
| Q2 25 | $366.2M | $319.2M | ||
| Q1 25 | $332.1M | $237.4M | ||
| Q4 24 | $339.3M | $341.5M | ||
| Q3 24 | $350.1M | $292.3M | ||
| Q2 24 | $319.8M | $270.7M | ||
| Q1 24 | $302.0M | $228.1M |
净利润DIODWD
| Q4 25 | $10.2M | $-13.9M | ||
| Q3 25 | $14.3M | $33.5M | ||
| Q2 25 | $46.1M | $34.0M | ||
| Q1 25 | $-4.4M | $2.8M | ||
| Q4 24 | $8.2M | $44.8M | ||
| Q3 24 | $13.7M | $28.8M | ||
| Q2 24 | $8.0M | $22.7M | ||
| Q1 24 | $14.0M | $11.9M |
毛利率DIODWD
| 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DIODWD
| Q4 25 | 3.4% | -17.2% | ||
| Q3 25 | 3.0% | 13.6% | ||
| Q2 25 | 2.6% | 14.5% | ||
| Q1 25 | 0.4% | 2.2% | ||
| Q4 24 | 3.5% | 15.3% | ||
| Q3 24 | 6.2% | 12.8% | ||
| Q2 24 | 1.2% | 10.4% | ||
| Q1 24 | 4.3% | 6.0% |
净利率DIODWD
| Q4 25 | 2.6% | -12.9% | ||
| Q3 25 | 3.6% | 9.9% | ||
| Q2 25 | 12.6% | 10.6% | ||
| Q1 25 | -1.3% | 1.2% | ||
| Q4 24 | 2.4% | 13.1% | ||
| Q3 24 | 3.9% | 9.9% | ||
| Q2 24 | 2.5% | 8.4% | ||
| Q1 24 | 4.6% | 5.2% |
每股收益（稀释后）DIODWD
| Q4 25 | $0.23 | $-0.41 | ||
| Q3 25 | $0.31 | $0.98 | ||
| Q2 25 | $0.99 | $0.99 | ||
| Q1 25 | $-0.10 | $0.08 | ||
| Q4 24 | $0.18 | $1.32 | ||
| Q3 24 | $0.30 | $0.85 | ||
| Q2 24 | $0.17 | $0.67 | ||
| Q1 24 | $0.30 | $0.35 |
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 | $299.3M |
| 总债务越低越好 | $25.7M | — |
| 股东权益账面价值 | $1.9B | $1.7B |
| 总资产 | $2.4B | $5.1B |
| 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DIODWD
| Q4 25 | $377.0M | $299.3M | ||
| Q3 25 | $386.4M | $274.8M | ||
| Q2 25 | $327.3M | $233.7M | ||
| Q1 25 | $343.9M | $181.0M | ||
| Q4 24 | $316.1M | $279.3M | ||
| Q3 24 | $319.3M | $179.8M | ||
| Q2 24 | $273.9M | $208.1M | ||
| Q1 24 | $276.0M | $216.5M |
总债务DIODWD
| 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DIODWD
| Q4 25 | $1.9B | $1.7B | ||
| Q3 25 | $1.9B | $1.8B | ||
| Q2 25 | $1.9B | $1.8B | ||
| Q1 25 | $1.8B | $1.7B | ||
| Q4 24 | $1.8B | $1.7B | ||
| Q3 24 | $1.8B | $1.7B | ||
| Q2 24 | $1.8B | $1.7B | ||
| Q1 24 | $1.7B | $1.7B |
总资产DIODWD
| Q4 25 | $2.4B | $5.1B | ||
| Q3 25 | $2.5B | $5.8B | ||
| Q2 25 | $2.5B | $4.7B | ||
| Q1 25 | $2.4B | $4.5B | ||
| Q4 24 | $2.4B | $4.4B | ||
| Q3 24 | $2.4B | $4.6B | ||
| Q2 24 | $2.4B | $4.2B | ||
| Q1 24 | $2.4B | $3.8B |
负债/权益比DIODWD
| 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 | $-664.3M |
| 自由现金流经营现金流 - 资本支出 | $12.4M | $-680.1M |
| 自由现金流率自由现金流/营收 | 3.2% | -200.0% |
| 资本支出强度资本支出/营收 | 6.6% | 4.6% |
| 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 | $-2.2B |
8季度趋势，按日历期对齐
经营现金流DIODWD
| Q4 25 | $38.1M | $-664.3M | ||
| Q3 25 | $79.1M | $-948.1M | ||
| Q2 25 | $41.5M | $-238.5M | ||
| Q1 25 | $56.7M | $-281.1M | ||
| Q4 24 | $81.8M | $129.4M | ||
| Q3 24 | $54.4M | $-202.0M | ||
| Q2 24 | $14.4M | $-237.8M | ||
| Q1 24 | $-31.1M | $38.4M |
自由现金流DIODWD
| Q4 25 | $12.4M | $-680.1M | ||
| Q3 25 | $62.8M | $-950.4M | ||
| Q2 25 | $21.1M | $-241.0M | ||
| Q1 25 | $40.8M | $-284.7M | ||
| Q4 24 | $62.1M | $116.4M | ||
| Q3 24 | $39.4M | $-204.0M | ||
| Q2 24 | $-3.5M | $-241.7M | ||
| Q1 24 | $-51.5M | $35.2M |
自由现金流率DIODWD
| Q4 25 | 3.2% | -200.0% | ||
| Q3 25 | 16.0% | -281.5% | ||
| Q2 25 | 5.8% | -75.5% | ||
| Q1 25 | 12.3% | -120.0% | ||
| Q4 24 | 18.3% | 34.1% | ||
| Q3 24 | 11.2% | -69.8% | ||
| Q2 24 | -1.1% | -89.3% | ||
| Q1 24 | -17.1% | 15.4% |
资本支出强度DIODWD
| Q4 25 | 6.6% | 4.6% | ||
| Q3 25 | 4.2% | 0.7% | ||
| Q2 25 | 5.6% | 0.8% | ||
| Q1 25 | 4.8% | 1.5% | ||
| Q4 24 | 5.8% | 3.8% | ||
| Q3 24 | 4.3% | 0.7% | ||
| Q2 24 | 5.6% | 1.4% | ||
| Q1 24 | 6.7% | 1.4% |
现金转化率DIODWD
| Q4 25 | 3.74× | — | ||
| Q3 25 | 5.54× | -28.34× | ||
| Q2 25 | 0.90× | -7.02× | ||
| Q1 25 | — | -102.07× | ||
| Q4 24 | 9.93× | 2.89× | ||
| Q3 24 | 3.95× | -7.01× | ||
| Q2 24 | 1.80× | -10.49× | ||
| Q1 24 | -2.22× | 3.24× |
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% |
WD
暂无分部数据
