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ADVANCE AUTO PARTS INC（AAP）与APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）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APPLIED INDUSTRIAL TECHNOLOGIES INC的1.7倍（$2.0B vs $1.2B）。APPLIED INDUSTRIAL TECHNOLOGIES INC净利率更高（8.2% vs 0.3%，领先7.9%）。ADVANCE AUTO PARTS INC同比增速更快（130.1% vs 8.4%）。APPLIED INDUSTRIAL TECHNOLOGIES INC自由现金流更多（$93.4M vs $-21.0M）。过去两年APPLIED INDUSTRIAL TECHNOLOGIES INC的营收复合增速更高（0.7% 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。
AIT（Applied Industrial Technologies Inc）是总部位于美国的全球化上市工业企业，主营轴承、动力传动产品、工程级流体动力组件及系统、特种流量控制产品等工业用品分销，同时为工业及流体动力应用场景提供工程设计、系统集成及定制化配套服务。
AAP vs AIT — 直观对比
损益表 — Q4 2026 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.2B |
| 净利润 | $6.0M | $95.3M |
| 毛利率 | 44.1% | 30.4% |
| 营业利润率 | 2.2% | 10.6% |
| 净利率 | 0.3% | 8.2% |
| 营收同比 | 130.1% | 8.4% |
| 净利润同比 | 101.4% | 2.2% |
| 每股收益（稀释后） | $0.10 | $2.51 |
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
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $1.2B | ||
| Q3 25 | $2.0B | $1.2B | ||
| Q2 25 | $2.6B | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $2.1B | $1.1B | ||
| Q3 24 | $2.2B | $1.1B | ||
| Q2 24 | $2.8B | $1.2B |
| Q1 26 | $6.0M | — | ||
| Q4 25 | $-1.0M | $95.3M | ||
| Q3 25 | $15.0M | $100.8M | ||
| Q2 25 | $24.0M | $107.8M | ||
| Q1 25 | — | $99.8M | ||
| Q4 24 | $-6.0M | $93.3M | ||
| Q3 24 | $45.0M | $92.1M | ||
| Q2 24 | $40.0M | $103.5M |
| Q1 26 | 44.1% | — | ||
| Q4 25 | 43.3% | 30.4% | ||
| Q3 25 | 43.5% | 30.1% | ||
| Q2 25 | 42.9% | 30.6% | ||
| Q1 25 | — | 30.5% | ||
| Q4 24 | 42.3% | 30.6% | ||
| Q3 24 | 43.6% | 29.6% | ||
| Q2 24 | 43.4% | 30.7% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.1% | 10.6% | ||
| Q3 25 | 1.1% | 10.8% | ||
| Q2 25 | -5.1% | 11.0% | ||
| Q1 25 | — | 11.1% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | 2.5% | 10.3% | ||
| Q2 24 | 1.9% | 12.0% |
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.0% | 8.2% | ||
| Q3 25 | 0.7% | 8.4% | ||
| Q2 25 | 0.9% | 8.8% | ||
| Q1 25 | — | 8.6% | ||
| Q4 24 | -0.3% | 8.7% | ||
| Q3 24 | 2.1% | 8.4% | ||
| Q2 24 | 1.4% | 8.9% |
| Q1 26 | $0.10 | — | ||
| Q4 25 | $-0.02 | $2.51 | ||
| Q3 25 | $0.25 | $2.63 | ||
| Q2 25 | $0.40 | $2.80 | ||
| Q1 25 | — | $2.57 | ||
| Q4 24 | $-0.10 | $2.39 | ||
| Q3 24 | $0.75 | $2.36 | ||
| Q2 24 | $0.67 | $2.64 |
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 | $406.0M |
| 总债务越低越好 | $3.4B | — |
| 股东权益账面价值 | $2.2B | $1.9B |
| 总资产 | $11.8B | $3.2B |
| 负债/权益比越低杠杆越低 | 1.55× | — |
8季度趋势，按日历期对齐
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | $406.0M | ||
| Q3 25 | $1.7B | $418.7M | ||
| Q2 25 | $1.7B | $388.4M | ||
| Q1 25 | — | $352.8M | ||
| Q4 24 | $464.5M | $303.4M | ||
| Q3 24 | $479.4M | $538.5M | ||
| Q2 24 | $451.0M | $460.6M |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.8B | — |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $1.9B | ||
| Q3 25 | $2.2B | $1.9B | ||
| Q2 25 | $2.2B | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | $2.6B | $1.8B | ||
| Q3 24 | $2.6B | $1.8B | ||
| Q2 24 | $2.6B | $1.7B |
| Q1 26 | $11.8B | — | ||
| Q4 25 | $12.1B | $3.2B | ||
| Q3 25 | $10.5B | $3.2B | ||
| Q2 25 | $10.6B | $3.2B | ||
| Q1 25 | — | $3.1B | ||
| Q4 24 | $12.5B | $3.0B | ||
| Q3 24 | $12.3B | $3.0B | ||
| Q2 24 | $12.2B | $3.0B |
| Q1 26 | 1.55× | — | ||
| Q4 25 | 1.55× | — | ||
| Q3 25 | 0.81× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.69× | — | ||
| Q3 24 | 0.69× | — | ||
| Q2 24 | 0.70× | — |
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 | $99.7M |
| 自由现金流经营现金流 - 资本支出 | $-21.0M | $93.4M |
| 自由现金流率自由现金流/营收 | -1.1% | 8.0% |
| 资本支出强度资本支出/营收 | 4.7% | 0.5% |
| 现金转化率经营现金流/净利润 | 12.00× | 1.05× |
| 过去12个月自由现金流最近4个季度 | $-298.0M | $458.5M |
8季度趋势，按日历期对齐
| Q1 26 | $72.0M | — | ||
| Q4 25 | $-12.0M | $99.7M | ||
| Q3 25 | $50.0M | $119.3M | ||
| Q2 25 | $-156.0M | $147.0M | ||
| Q1 25 | — | $122.5M | ||
| Q4 24 | $70.0M | $95.1M | ||
| Q3 24 | $85.0M | $127.7M | ||
| Q2 24 | $3.0M | $119.2M |
| Q1 26 | $-21.0M | — | ||
| Q4 25 | $-76.0M | $93.4M | ||
| Q3 25 | $-3.0M | $112.0M | ||
| Q2 25 | $-198.0M | $138.2M | ||
| Q1 25 | — | $114.9M | ||
| Q4 24 | $27.0M | $89.9M | ||
| Q3 24 | $44.0M | $122.2M | ||
| Q2 24 | $-43.0M | $111.7M |
| Q1 26 | -1.1% | — | ||
| Q4 25 | -3.7% | 8.0% | ||
| Q3 25 | -0.1% | 9.3% | ||
| Q2 25 | -7.7% | 11.3% | ||
| Q1 25 | — | 9.8% | ||
| Q4 24 | 1.3% | 8.4% | ||
| Q3 24 | 2.0% | 11.1% | ||
| Q2 24 | -1.6% | 9.6% |
| Q1 26 | 4.7% | — | ||
| Q4 25 | 3.1% | 0.5% | ||
| Q3 25 | 2.6% | 0.6% | ||
| Q2 25 | 1.6% | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | 2.0% | 0.5% | ||
| Q3 24 | 1.9% | 0.5% | ||
| Q2 24 | 1.7% | 0.6% |
| Q1 26 | 12.00× | — | ||
| Q4 25 | — | 1.05× | ||
| Q3 25 | 3.33× | 1.18× | ||
| Q2 25 | -6.50× | 1.36× | ||
| Q1 25 | — | 1.23× | ||
| Q4 24 | — | 1.02× | ||
| Q3 24 | 1.89× | 1.39× | ||
| Q2 24 | 0.07× | 1.15× |
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
AIT
| Service Center Based Distribution Segment | $625.2M | 54% |
| Engineered Solutions Segment | $398.9M | 34% |
| Other | $75.8M | 7% |
| Hydradyne LLC | $63.1M | 5% |
