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安森美半导体(ON)与QUICKLOGIC Corp(QUIK)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QUICKLOGIC Corp的273.2倍($1.6B vs $5.7M),安森美半导体净利率更高(16.4% vs -5.4%,领先21.8%),安森美半导体同比增速更快(-10.0% vs -24.1%),安森美半导体自由现金流更多($372.4M vs $-1.2M),过去两年QUICKLOGIC Corp的营收复合增速更高(17.2% vs -12.3%)
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。
QuickLogic是一家无晶圆半导体企业,专注研发低功耗可定制现场可编程门阵列、嵌入式FPGA知识产权核及边缘传感器处理解决方案,产品广泛应用于可穿戴设备、物联网、移动电子、工业系统等领域,提供高能效低延迟的端侧处理能力。
ON vs QUIK — 直观对比
营收规模更大
ON
是对方的273.2倍
$5.7M
营收增速更快
ON
高出14.1%
-24.1%
净利率更高
ON
高出21.8%
-5.4%
自由现金流更多
ON
多$373.6M
$-1.2M
两年增速更快
QUIK
近两年复合增速
-12.3%
损益表 — Q3 FY2025 vs Q4 FY2024
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $5.7M |
| 净利润 | $255.0M | $-305.0K |
| 毛利率 | 37.9% | 62.7% |
| 营业利润率 | 17.0% | 2.6% |
| 净利率 | 16.4% | -5.4% |
| 营收同比 | -10.0% | -24.1% |
| 净利润同比 | -32.9% | -114.9% |
| 每股收益(稀释后) | $0.63 | $-0.02 |
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
ON
QUIK
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.4B | — | ||
| Q4 24 | $1.7B | $5.7M | ||
| Q3 24 | $1.8B | $4.2M | ||
| Q2 24 | $1.7B | $4.1M | ||
| Q1 24 | $1.9B | $5.7M | ||
| Q4 23 | $2.0B | $6.7M |
净利润
ON
QUIK
| Q4 25 | $255.0M | — | ||
| Q3 25 | $170.3M | — | ||
| Q2 25 | $-486.1M | — | ||
| Q4 24 | $379.9M | $-305.0K | ||
| Q3 24 | $401.7M | $-2.1M | ||
| Q2 24 | $338.2M | $-1.6M | ||
| Q1 24 | $453.0M | $108.0K | ||
| Q4 23 | $562.7M | $1.2M |
毛利率
ON
QUIK
| Q4 25 | 37.9% | — | ||
| Q3 25 | 37.6% | — | ||
| Q2 25 | 20.3% | — | ||
| Q4 24 | 45.2% | 62.7% | ||
| Q3 24 | 45.4% | 59.1% | ||
| Q2 24 | 45.2% | 54.7% | ||
| Q1 24 | 45.8% | 67.1% | ||
| Q4 23 | 46.7% | 76.9% |
营业利润率
ON
QUIK
| Q4 25 | 17.0% | — | ||
| Q3 25 | 13.2% | — | ||
| Q2 25 | -39.7% | — | ||
| Q4 24 | 23.7% | 2.6% | ||
| Q3 24 | 25.3% | -38.1% | ||
| Q2 24 | 22.4% | -29.3% | ||
| Q1 24 | 28.2% | 2.3% | ||
| Q4 23 | 30.3% | 19.2% |
净利率
ON
QUIK
| Q4 25 | 16.4% | — | ||
| Q3 25 | 11.6% | — | ||
| Q2 25 | -33.6% | — | ||
| Q4 24 | 22.1% | -5.4% | ||
| Q3 24 | 22.8% | -49.8% | ||
| Q2 24 | 19.5% | -37.8% | ||
| Q1 24 | 24.3% | 1.9% | ||
| Q4 23 | 27.9% | 17.9% |
每股收益(稀释后)
ON
QUIK
| Q4 25 | $0.63 | — | ||
| Q3 25 | $0.41 | — | ||
| Q2 25 | $-1.15 | — | ||
| Q4 24 | $0.88 | $-0.02 | ||
| Q3 24 | $0.93 | $-0.14 | ||
| Q2 24 | $0.78 | $-0.11 | ||
| Q1 24 | $1.04 | $0.01 | ||
| Q4 23 | $1.28 | $0.08 |
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 | $2.9B | — |
| 总债务越低越好 | $3.4B | $3.1M |
| 股东权益账面价值 | $7.9B | $24.9M |
| 总资产 | $13.0B | $51.9M |
| 负债/权益比越低杠杆越低 | 0.43× | 0.12× |
8季度趋势,按日历期对齐
现金及短期投资
ON
QUIK
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $3.0B | — | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.6B | — | ||
| Q4 23 | $2.5B | — |
总债务
ON
QUIK
| Q4 25 | $3.4B | — | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.4B | — | ||
| Q4 24 | $3.4B | $3.1M | ||
| Q3 24 | $3.4B | $3.4M | ||
| Q2 24 | $3.4B | $1.2M | ||
| Q1 24 | $3.4B | $1.4M | ||
| Q4 23 | $3.4B | — |
股东权益
ON
QUIK
| Q4 25 | $7.9B | — | ||
| Q3 25 | $7.9B | — | ||
| Q2 25 | $8.0B | — | ||
| Q4 24 | $8.8B | $24.9M | ||
| Q3 24 | $8.6B | $20.9M | ||
| Q2 24 | $8.3B | $21.8M | ||
| Q1 24 | $8.1B | $22.2M | ||
| Q4 23 | $7.8B | $14.0M |
总资产
ON
QUIK
| Q4 25 | $13.0B | — | ||
| Q3 25 | $13.1B | — | ||
| Q2 25 | $13.3B | — | ||
| Q4 24 | $14.1B | $51.9M | ||
| Q3 24 | $13.9B | $49.7M | ||
| Q2 24 | $13.7B | $47.5M | ||
| Q1 24 | $13.5B | $51.9M | ||
| Q4 23 | $13.2B | $36.5M |
负债/权益比
ON
QUIK
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.43× | — | ||
| Q2 25 | 0.42× | — | ||
| Q4 24 | 0.38× | 0.12× | ||
| Q3 24 | 0.39× | 0.16× | ||
| Q2 24 | 0.41× | 0.06× | ||
| Q1 24 | 0.42× | 0.06× | ||
| Q4 23 | 0.43× | — |
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 | $418.7M | $116.0K |
| 自由现金流经营现金流 - 资本支出 | $372.4M | $-1.2M |
| 自由现金流率自由现金流/营收 | 24.0% | -20.6% |
| 资本支出强度资本支出/营收 | 3.0% | 22.6% |
| 现金转化率经营现金流/净利润 | 1.64× | — |
| 过去12个月自由现金流最近4个季度 | $1.4B | $-5.4M |
8季度趋势,按日历期对齐
经营现金流
ON
QUIK
| Q4 25 | $418.7M | — | ||
| Q3 25 | $184.3M | — | ||
| Q2 25 | $602.3M | — | ||
| Q4 24 | $579.7M | $116.0K | ||
| Q3 24 | $465.8M | $-16.0K | ||
| Q2 24 | $362.2M | $-220.0K | ||
| Q1 24 | $498.7M | $147.0K | ||
| Q4 23 | $611.2M | $130.0K |
自由现金流
ON
QUIK
| Q4 25 | $372.4M | — | ||
| Q3 25 | $106.1M | — | ||
| Q2 25 | $454.7M | — | ||
| Q4 24 | $434.8M | $-1.2M | ||
| Q3 24 | $293.6M | $-83.0K | ||
| Q2 24 | $207.7M | $-4.2M | ||
| Q1 24 | $276.3M | $62.0K | ||
| Q4 23 | $257.2M | $-1.5M |
自由现金流率
ON
QUIK
| Q4 25 | 24.0% | — | ||
| Q3 25 | 7.2% | — | ||
| Q2 25 | 31.5% | — | ||
| Q4 24 | 25.2% | -20.6% | ||
| Q3 24 | 16.7% | -2.0% | ||
| Q2 24 | 12.0% | -102.2% | ||
| Q1 24 | 14.8% | 1.1% | ||
| Q4 23 | 12.7% | -22.7% |
资本支出强度
ON
QUIK
| Q4 25 | 3.0% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 10.2% | — | ||
| Q4 24 | 8.4% | 22.6% | ||
| Q3 24 | 9.8% | 1.6% | ||
| Q2 24 | 8.9% | 96.9% | ||
| Q1 24 | 11.9% | 1.5% | ||
| Q4 23 | 17.5% | 24.7% |
现金转化率
ON
QUIK
| Q4 25 | 1.64× | — | ||
| Q3 25 | 1.08× | — | ||
| Q2 25 | — | — | ||
| Q4 24 | 1.53× | — | ||
| Q3 24 | 1.16× | — | ||
| Q2 24 | 1.07× | — | ||
| Q1 24 | 1.10× | 1.36× | ||
| Q4 23 | 1.09× | 0.11× |
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
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% |
QUIK
| North America | $3.0M | 53% |
| Other | $2.7M | 47% |