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ADVANCE AUTO PARTS INC（AAP）与Powerfleet, Inc.（AIOT）财务数据对比。点击上方公司名可切换其他公司
ADVANCE AUTO PARTS INC的季度营收约是Powerfleet, Inc.的17.4倍（$2.0B vs $113.5M）。ADVANCE AUTO PARTS INC净利率更高（0.3% vs -3.0%，领先3.3%）。ADVANCE AUTO PARTS INC同比增速更快（130.1% vs 6.6%）。Powerfleet, Inc.自由现金流更多（$4.9M vs $-21.0M）。过去两年Powerfleet, Inc.的营收复合增速更高（3.3% vs -15.7%）
Advance Auto Parts是美国知名汽车售后零部件供应商，总部位于北卡罗来纳州罗利市，业务覆盖专业维修安装服务商与汽车 DIY 爱好者两大客群，可为不同需求的用户提供适配的汽车零配件产品及相关服务。
Powerfleet Inc.是一家总部位于美国新泽西州伍德克利夫湖的企业，作为全球供应商向市场提供物联网与机器对机器解决方案，助力企业保护、管控及追踪高价值资产。公司是国际车联网行业的知名服务商，可为工业车辆、车队及货运集装箱提供车队管理、资产追踪、货运可视化与驾驶员行为监控服务。
AAP vs AIOT — 直观对比
营收规模更大
AAP
是对方的17.4倍
$113.5M
营收增速更快
AAP
高出123.5%
6.6%
净利率更高
AAP
高出3.3%
-3.0%
自由现金流更多
AIOT
多$25.9M
$-21.0M
两年增速更快
AIOT
近两年复合增速
-15.7%
损益表 — Q4 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $113.5M |
| 净利润 | $6.0M | $-3.4M |
| 毛利率 | 44.1% | 55.2% |
| 营业利润率 | 2.2% | 5.6% |
| 净利率 | 0.3% | -3.0% |
| 营收同比 | 130.1% | 6.6% |
| 净利润同比 | 101.4% | 76.6% |
| 每股收益（稀释后） | $0.10 | $-0.03 |
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AAPAIOT
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $113.5M | ||
| Q3 25 | $2.0B | $111.7M | ||
| Q2 25 | $2.6B | $104.1M | ||
| Q1 25 | — | $103.6M | ||
| Q4 24 | $2.1B | $106.4M | ||
| Q3 24 | $2.2B | $77.0M | ||
| Q2 24 | $2.8B | $75.4M |
净利润AAPAIOT
| Q1 26 | $6.0M | — | ||
| Q4 25 | $-1.0M | $-3.4M | ||
| Q3 25 | $15.0M | $-4.3M | ||
| Q2 25 | $24.0M | $-10.2M | ||
| Q1 25 | — | $-12.4M | ||
| Q4 24 | $-6.0M | $-14.3M | ||
| Q3 24 | $45.0M | $-1.9M | ||
| Q2 24 | $40.0M | $-22.3M |
毛利率AAPAIOT
| Q1 26 | 44.1% | — | ||
| Q4 25 | 43.3% | 55.2% | ||
| Q3 25 | 43.5% | 56.0% | ||
| Q2 25 | 42.9% | 54.2% | ||
| Q1 25 | — | 52.8% | ||
| Q4 24 | 42.3% | 55.2% | ||
| Q3 24 | 43.6% | 53.7% | ||
| Q2 24 | 43.4% | 52.6% |
营业利润率AAPAIOT
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.1% | 5.6% | ||
| Q3 25 | 1.1% | 3.8% | ||
| Q2 25 | -5.1% | -2.0% | ||
| Q1 25 | — | -6.7% | ||
| Q4 24 | — | -1.2% | ||
| Q3 24 | 2.5% | 0.7% | ||
| Q2 24 | 1.9% | -24.2% |
净利率AAPAIOT
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.0% | -3.0% | ||
| Q3 25 | 0.7% | -3.8% | ||
| Q2 25 | 0.9% | -9.8% | ||
| Q1 25 | — | -12.0% | ||
| Q4 24 | -0.3% | -13.5% | ||
| Q3 24 | 2.1% | -2.5% | ||
| Q2 24 | 1.4% | -29.6% |
每股收益（稀释后）AAPAIOT
| Q1 26 | $0.10 | — | ||
| Q4 25 | $-0.02 | $-0.03 | ||
| Q3 25 | $0.25 | $-0.03 | ||
| Q2 25 | $0.40 | $-0.08 | ||
| Q1 25 | — | $-0.09 | ||
| Q4 24 | $-0.10 | $-0.11 | ||
| Q3 24 | $0.75 | $-0.02 | ||
| Q2 24 | $0.67 | $-0.21 |
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 | $3.1B | $31.2M |
| 总债务越低越好 | $3.4B | $237.8M |
| 股东权益账面价值 | $2.2B | $485.0M |
| 总资产 | $11.8B | $959.5M |
| 负债/权益比越低杠杆越低 | 1.55× | 0.49× |
8季度趋势，按日历期对齐
现金及短期投资AAPAIOT
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | $31.2M | ||
| Q3 25 | $1.7B | $27.9M | ||
| Q2 25 | $1.7B | $31.2M | ||
| Q1 25 | — | $44.4M | ||
| Q4 24 | $464.5M | $33.6M | ||
| Q3 24 | $479.4M | $26.0M | ||
| Q2 24 | $451.0M | $30.2M |
总债务AAPAIOT
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | $237.8M | ||
| Q3 25 | $1.8B | $238.2M | ||
| Q2 25 | $1.8B | $239.0M | ||
| Q1 25 | — | $237.5M | ||
| Q4 24 | $1.8B | $238.5M | ||
| Q3 24 | $1.8B | $113.6M | ||
| Q2 24 | $1.8B | $113.7M |
股东权益AAPAIOT
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $485.0M | ||
| Q3 25 | $2.2B | $468.8M | ||
| Q2 25 | $2.2B | $460.7M | ||
| Q1 25 | — | $446.6M | ||
| Q4 24 | $2.6B | $458.4M | ||
| Q3 24 | $2.6B | $451.0M | ||
| Q2 24 | $2.6B | $390.4M |
总资产AAPAIOT
| Q1 26 | $11.8B | — | ||
| Q4 25 | $12.1B | $959.5M | ||
| Q3 25 | $10.5B | $936.9M | ||
| Q2 25 | $10.6B | $930.8M | ||
| Q1 25 | — | $910.1M | ||
| Q4 24 | $12.5B | $908.7M | ||
| Q3 24 | $12.3B | $748.3M | ||
| Q2 24 | $12.2B | $684.9M |
负债/权益比AAPAIOT
| Q1 26 | 1.55× | — | ||
| Q4 25 | 1.55× | 0.49× | ||
| Q3 25 | 0.81× | 0.51× | ||
| Q2 25 | 0.81× | 0.52× | ||
| Q1 25 | — | 0.53× | ||
| Q4 24 | 0.69× | 0.52× | ||
| Q3 24 | 0.69× | 0.25× | ||
| Q2 24 | 0.70× | 0.29× |
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 | $72.0M | $10.2M |
| 自由现金流经营现金流 - 资本支出 | $-21.0M | $4.9M |
| 自由现金流率自由现金流/营收 | -1.1% | 4.4% |
| 资本支出强度资本支出/营收 | 4.7% | 4.6% |
| 现金转化率经营现金流/净利润 | 12.00× | — |
| 过去12个月自由现金流最近4个季度 | $-298.0M | $12.9M |
8季度趋势，按日历期对齐
经营现金流AAPAIOT
| Q1 26 | $72.0M | — | ||
| Q4 25 | $-12.0M | $10.2M | ||
| Q3 25 | $50.0M | $5.5M | ||
| Q2 25 | $-156.0M | $4.7M | ||
| Q1 25 | — | $13.5M | ||
| Q4 24 | $70.0M | — | ||
| Q3 24 | $85.0M | $-3.2M | ||
| Q2 24 | $3.0M | $-7.6M |
自由现金流AAPAIOT
| Q1 26 | $-21.0M | — | ||
| Q4 25 | $-76.0M | $4.9M | ||
| Q3 25 | $-3.0M | $1.2M | ||
| Q2 25 | $-198.0M | $-3.4M | ||
| Q1 25 | — | $10.1M | ||
| Q4 24 | $27.0M | — | ||
| Q3 24 | $44.0M | $-8.0M | ||
| Q2 24 | $-43.0M | $-13.2M |
自由现金流率AAPAIOT
| Q1 26 | -1.1% | — | ||
| Q4 25 | -3.7% | 4.4% | ||
| Q3 25 | -0.1% | 1.1% | ||
| Q2 25 | -7.7% | -3.3% | ||
| Q1 25 | — | 9.8% | ||
| Q4 24 | 1.3% | — | ||
| Q3 24 | 2.0% | -10.4% | ||
| Q2 24 | -1.6% | -17.5% |
资本支出强度AAPAIOT
| Q1 26 | 4.7% | — | ||
| Q4 25 | 3.1% | 4.6% | ||
| Q3 25 | 2.6% | 3.9% | ||
| Q2 25 | 1.6% | 7.8% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 1.9% | 6.3% | ||
| Q2 24 | 1.7% | 7.4% |
现金转化率AAPAIOT
| Q1 26 | 12.00× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.33× | — | ||
| Q2 25 | -6.50× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 0.07× | — |
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
AAP
暂无分部数据
AIOT
| Services | $91.1M | 80% |
| Products | $22.4M | 20% |
