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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）とアプティブ（APTV）の財務データ比較。上の社名をクリックして会社を切り替えられます
アプティブの直近四半期売上が大きい（$5.2B vs $1.2B、APPLIED INDUSTRIAL TECHNOLOGIES INCの約4.4倍）。APPLIED INDUSTRIAL TECHNOLOGIES INCの純利益率が高く（8.2% vs 2.7%、差は5.5%）。APPLIED INDUSTRIAL TECHNOLOGIES INCの前年同期比売上増加率が高い（8.4% vs 5.0%）。アプティブの直近四半期フリーキャッシュフローが多い（$651.0M vs $93.4M）。過去8四半期でアプティブの売上複合成長率が高い（2.5% vs 0.7%）
Applied Industrial Technologies, Inc.（AIT）は米国に本社を置くグローバルな上場工業企業で、ベアリング、動力伝達製品、エンジニアリング流体動力部品・システム、特殊流量制御製品などの工業用品の流通を軸に、工業・流体動力向けの設計、システムインテグレーション、カスタマイズサービスも提供しています。
アプティブ（Aptiv PLC）は米国発祥の自動車技術サプライヤーで、本社はスイスのシャフハウゼンに所在します。元々ゼネラルモーターズの部品事業部門から独立したデルファイ・オートモーティブシステムを再編して設立され、世界各国の自動車メーカーに先進的なソリューションを提供しています。
AIT vs APTV — 直接比較
損益計算書 — Q2 2026 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $1.2B | $5.2B |
| 純利益 | $95.3M | $138.0M |
| 粗利率 | 30.4% | 18.7% |
| 営業利益率 | 10.6% | 8.2% |
| 純利益率 | 8.2% | 2.7% |
| 売上前年比 | 8.4% | 5.0% |
| 純利益前年比 | 2.2% | -48.5% |
| EPS（希薄化後） | $2.51 | $0.63 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $1.2B | $5.2B | ||
| Q3 25 | $1.2B | $5.2B | ||
| Q2 25 | $1.2B | $5.2B | ||
| Q1 25 | $1.2B | $4.8B | ||
| Q4 24 | $1.1B | $4.9B | ||
| Q3 24 | $1.1B | $4.9B | ||
| Q2 24 | $1.2B | $5.1B | ||
| Q1 24 | $1.1B | $4.9B |
| Q4 25 | $95.3M | $138.0M | ||
| Q3 25 | $100.8M | $-355.0M | ||
| Q2 25 | $107.8M | $393.0M | ||
| Q1 25 | $99.8M | $-11.0M | ||
| Q4 24 | $93.3M | $268.0M | ||
| Q3 24 | $92.1M | $363.0M | ||
| Q2 24 | $103.5M | $938.0M | ||
| Q1 24 | $97.2M | $218.0M |
| Q4 25 | 30.4% | 18.7% | ||
| Q3 25 | 30.1% | 19.5% | ||
| Q2 25 | 30.6% | 19.1% | ||
| Q1 25 | 30.5% | 19.1% | ||
| Q4 24 | 30.6% | 19.6% | ||
| Q3 24 | 29.6% | 18.6% | ||
| Q2 24 | 30.7% | 19.2% | ||
| Q1 24 | 29.5% | 17.9% |
| Q4 25 | 10.6% | 8.2% | ||
| Q3 25 | 10.8% | -3.4% | ||
| Q2 25 | 11.0% | 9.3% | ||
| Q1 25 | 11.1% | 9.3% | ||
| Q4 24 | 11.3% | 9.8% | ||
| Q3 24 | 10.3% | 10.4% | ||
| Q2 24 | 12.0% | 8.7% | ||
| Q1 24 | 10.6% | 8.5% |
| Q4 25 | 8.2% | 2.7% | ||
| Q3 25 | 8.4% | -6.8% | ||
| Q2 25 | 8.8% | 7.5% | ||
| Q1 25 | 8.6% | -0.2% | ||
| Q4 24 | 8.7% | 5.5% | ||
| Q3 24 | 8.4% | 7.5% | ||
| Q2 24 | 8.9% | 18.6% | ||
| Q1 24 | 8.5% | 4.4% |
| Q4 25 | $2.51 | $0.63 | ||
| Q3 25 | $2.63 | $-1.63 | ||
| Q2 25 | $2.80 | $1.80 | ||
| Q1 25 | $2.57 | $-0.05 | ||
| Q4 24 | $2.39 | $1.22 | ||
| Q3 24 | $2.36 | $1.48 | ||
| Q2 24 | $2.64 | $3.47 | ||
| Q1 24 | $2.48 | $0.79 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $406.0M | $1.9B |
| 総負債低いほど良い | — | $7.5B |
| 株主資本純資産 | $1.9B | $9.2B |
| 総資産 | $3.2B | $23.4B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.81× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $406.0M | $1.9B | ||
| Q3 25 | $418.7M | $1.6B | ||
| Q2 25 | $388.4M | $1.4B | ||
| Q1 25 | $352.8M | $1.1B | ||
| Q4 24 | $303.4M | $1.6B | ||
| Q3 24 | $538.5M | $1.8B | ||
| Q2 24 | $460.6M | $2.2B | ||
| Q1 24 | $456.5M | $941.0M |
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.6B | ||
| Q2 25 | — | $7.8B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.8B | ||
| Q3 24 | — | $8.3B | ||
| Q2 24 | — | $5.5B | ||
| Q1 24 | — | $4.7B |
| Q4 25 | $1.9B | $9.2B | ||
| Q3 25 | $1.9B | $9.3B | ||
| Q2 25 | $1.8B | $9.7B | ||
| Q1 25 | $1.8B | $9.0B | ||
| Q4 24 | $1.8B | $8.8B | ||
| Q3 24 | $1.8B | $8.9B | ||
| Q2 24 | $1.7B | $11.5B | ||
| Q1 24 | $1.7B | $11.1B |
| Q4 25 | $3.2B | $23.4B | ||
| Q3 25 | $3.2B | $23.5B | ||
| Q2 25 | $3.2B | $23.9B | ||
| Q1 25 | $3.1B | $23.1B | ||
| Q4 24 | $3.0B | $23.5B | ||
| Q3 24 | $3.0B | $24.8B | ||
| Q2 24 | $3.0B | $24.8B | ||
| Q1 24 | $2.9B | $23.6B |
| Q4 25 | — | 0.81× | ||
| Q3 25 | — | 0.82× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 0.85× | ||
| Q4 24 | — | 0.89× | ||
| Q3 24 | — | 0.93× | ||
| Q2 24 | — | 0.48× | ||
| Q1 24 | — | 0.42× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $99.7M | $818.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $93.4M | $651.0M |
| FCFマージンFCF / 売上 | 8.0% | 12.6% |
| 設備投資強度設備投資 / 売上 | 0.5% | 3.2% |
| キャッシュ転換率営業CF / 純利益 | 1.05× | 5.93× |
| 直近12ヶ月FCF直近4四半期 | $458.5M | $1.5B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $99.7M | $818.0M | ||
| Q3 25 | $119.3M | $584.0M | ||
| Q2 25 | $147.0M | $510.0M | ||
| Q1 25 | $122.5M | $273.0M | ||
| Q4 24 | $95.1M | $1.1B | ||
| Q3 24 | $127.7M | $499.0M | ||
| Q2 24 | $119.2M | $643.0M | ||
| Q1 24 | $84.2M | $244.0M |
| Q4 25 | $93.4M | $651.0M | ||
| Q3 25 | $112.0M | $441.0M | ||
| Q2 25 | $138.2M | $361.0M | ||
| Q1 25 | $114.9M | $76.0M | ||
| Q4 24 | $89.9M | $894.0M | ||
| Q3 24 | $122.2M | $326.0M | ||
| Q2 24 | $111.7M | $417.0M | ||
| Q1 24 | $76.7M | $-21.0M |
| Q4 25 | 8.0% | 12.6% | ||
| Q3 25 | 9.3% | 8.5% | ||
| Q2 25 | 11.3% | 6.9% | ||
| Q1 25 | 9.8% | 1.6% | ||
| Q4 24 | 8.4% | 18.2% | ||
| Q3 24 | 11.1% | 6.7% | ||
| Q2 24 | 9.6% | 8.3% | ||
| Q1 24 | 6.7% | -0.4% |
| Q4 25 | 0.5% | 3.2% | ||
| Q3 25 | 0.6% | 2.7% | ||
| Q2 25 | 0.7% | 2.9% | ||
| Q1 25 | 0.6% | 4.1% | ||
| Q4 24 | 0.5% | 3.4% | ||
| Q3 24 | 0.5% | 3.6% | ||
| Q2 24 | 0.6% | 4.5% | ||
| Q1 24 | 0.7% | 5.4% |
| Q4 25 | 1.05× | 5.93× | ||
| Q3 25 | 1.18× | — | ||
| Q2 25 | 1.36× | 1.30× | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 1.02× | 3.96× | ||
| Q3 24 | 1.39× | 1.37× | ||
| Q2 24 | 1.15× | 0.69× | ||
| Q1 24 | 0.87× | 1.12× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
AIT
| Service Center Based Distribution Segment | $625.2M | 54% |
| Engineered Solutions Segment | $398.9M | 34% |
| Other | $75.8M | 7% |
| Hydradyne LLC | $63.1M | 5% |
APTV
| Electrical Distribution Systems | $2.3B | 45% |
| Engineered Components Group | $1.4B | 28% |
| Active Safety | $716.0M | 14% |
| User Experience And Other | $564.0M | 11% |
| Smart Vehicle Compute And Software | $154.0M | 3% |
