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ADVANCE AUTO PARTS INC（AAP）与安波福（APTV）财务数据对比。点击上方公司名可切换其他公司
安波福的季度营收约是ADVANCE AUTO PARTS INC的2.6倍（$5.2B vs $2.0B）。安波福净利率更高（2.7% vs 0.3%，领先2.4%）。ADVANCE AUTO PARTS INC同比增速更快（130.1% vs 5.0%）。安波福自由现金流更多（$651.0M vs $-21.0M）。过去两年安波福的营收复合增速更高（2.5% 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。
安波福（Aptiv）是源自美国的全球知名汽车技术供应商，总部设于瑞士沙夫豪森。其前身是通用汽车旗下的零部件业务板块，后独立为德尔福汽车系统，经业务拆分重组后正式成立安波福，服务全球各大整车制造企业。
AAP vs APTV — 直观对比
营收规模更大
APTV
是对方的2.6倍
$2.0B
营收增速更快
AAP
高出125.1%
5.0%
净利率更高
APTV
高出2.4%
0.3%
自由现金流更多
APTV
多$672.0M
$-21.0M
两年增速更快
APTV
近两年复合增速
-15.7%
损益表 — Q4 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $5.2B |
| 净利润 | $6.0M | $138.0M |
| 毛利率 | 44.1% | 18.7% |
| 营业利润率 | 2.2% | 8.2% |
| 净利率 | 0.3% | 2.7% |
| 营收同比 | 130.1% | 5.0% |
| 净利润同比 | 101.4% | -48.5% |
| 每股收益（稀释后） | $0.10 | $0.63 |
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AAPAPTV
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $5.2B | ||
| Q3 25 | $2.0B | $5.2B | ||
| Q2 25 | $2.6B | $5.2B | ||
| Q1 25 | — | $4.8B | ||
| Q4 24 | $2.1B | $4.9B | ||
| Q3 24 | $2.2B | $4.9B | ||
| Q2 24 | $2.8B | $5.1B |
净利润AAPAPTV
| Q1 26 | $6.0M | — | ||
| Q4 25 | $-1.0M | $138.0M | ||
| Q3 25 | $15.0M | $-355.0M | ||
| Q2 25 | $24.0M | $393.0M | ||
| Q1 25 | — | $-11.0M | ||
| Q4 24 | $-6.0M | $268.0M | ||
| Q3 24 | $45.0M | $363.0M | ||
| Q2 24 | $40.0M | $938.0M |
毛利率AAPAPTV
| Q1 26 | 44.1% | — | ||
| Q4 25 | 43.3% | 18.7% | ||
| Q3 25 | 43.5% | 19.5% | ||
| Q2 25 | 42.9% | 19.1% | ||
| Q1 25 | — | 19.1% | ||
| Q4 24 | 42.3% | 19.6% | ||
| Q3 24 | 43.6% | 18.6% | ||
| Q2 24 | 43.4% | 19.2% |
营业利润率AAPAPTV
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.1% | 8.2% | ||
| Q3 25 | 1.1% | -3.4% | ||
| Q2 25 | -5.1% | 9.3% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | 2.5% | 10.4% | ||
| Q2 24 | 1.9% | 8.7% |
净利率AAPAPTV
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.0% | 2.7% | ||
| Q3 25 | 0.7% | -6.8% | ||
| Q2 25 | 0.9% | 7.5% | ||
| Q1 25 | — | -0.2% | ||
| Q4 24 | -0.3% | 5.5% | ||
| Q3 24 | 2.1% | 7.5% | ||
| Q2 24 | 1.4% | 18.6% |
每股收益（稀释后）AAPAPTV
| Q1 26 | $0.10 | — | ||
| Q4 25 | $-0.02 | $0.63 | ||
| Q3 25 | $0.25 | $-1.63 | ||
| Q2 25 | $0.40 | $1.80 | ||
| Q1 25 | — | $-0.05 | ||
| Q4 24 | $-0.10 | $1.22 | ||
| Q3 24 | $0.75 | $1.48 | ||
| Q2 24 | $0.67 | $3.47 |
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 | $1.9B |
| 总债务越低越好 | $3.4B | $7.5B |
| 股东权益账面价值 | $2.2B | $9.2B |
| 总资产 | $11.8B | $23.4B |
| 负债/权益比越低杠杆越低 | 1.55× | 0.81× |
8季度趋势，按日历期对齐
现金及短期投资AAPAPTV
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | $1.9B | ||
| Q3 25 | $1.7B | $1.6B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $464.5M | $1.6B | ||
| Q3 24 | $479.4M | $1.8B | ||
| Q2 24 | $451.0M | $2.2B |
总债务AAPAPTV
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | $7.5B | ||
| Q3 25 | $1.8B | $7.6B | ||
| Q2 25 | $1.8B | $7.8B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | $1.8B | $7.8B | ||
| Q3 24 | $1.8B | $8.3B | ||
| Q2 24 | $1.8B | $5.5B |
股东权益AAPAPTV
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $9.2B | ||
| Q3 25 | $2.2B | $9.3B | ||
| Q2 25 | $2.2B | $9.7B | ||
| Q1 25 | — | $9.0B | ||
| Q4 24 | $2.6B | $8.8B | ||
| Q3 24 | $2.6B | $8.9B | ||
| Q2 24 | $2.6B | $11.5B |
总资产AAPAPTV
| Q1 26 | $11.8B | — | ||
| Q4 25 | $12.1B | $23.4B | ||
| Q3 25 | $10.5B | $23.5B | ||
| Q2 25 | $10.6B | $23.9B | ||
| Q1 25 | — | $23.1B | ||
| Q4 24 | $12.5B | $23.5B | ||
| Q3 24 | $12.3B | $24.8B | ||
| Q2 24 | $12.2B | $24.8B |
负债/权益比AAPAPTV
| Q1 26 | 1.55× | — | ||
| Q4 25 | 1.55× | 0.81× | ||
| Q3 25 | 0.81× | 0.82× | ||
| Q2 25 | 0.81× | 0.80× | ||
| Q1 25 | — | 0.85× | ||
| Q4 24 | 0.69× | 0.89× | ||
| Q3 24 | 0.69× | 0.93× | ||
| Q2 24 | 0.70× | 0.48× |
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 | $818.0M |
| 自由现金流经营现金流 - 资本支出 | $-21.0M | $651.0M |
| 自由现金流率自由现金流/营收 | -1.1% | 12.6% |
| 资本支出强度资本支出/营收 | 4.7% | 3.2% |
| 现金转化率经营现金流/净利润 | 12.00× | 5.93× |
| 过去12个月自由现金流最近4个季度 | $-298.0M | $1.5B |
8季度趋势，按日历期对齐
经营现金流AAPAPTV
| Q1 26 | $72.0M | — | ||
| Q4 25 | $-12.0M | $818.0M | ||
| Q3 25 | $50.0M | $584.0M | ||
| Q2 25 | $-156.0M | $510.0M | ||
| Q1 25 | — | $273.0M | ||
| Q4 24 | $70.0M | $1.1B | ||
| Q3 24 | $85.0M | $499.0M | ||
| Q2 24 | $3.0M | $643.0M |
自由现金流AAPAPTV
| Q1 26 | $-21.0M | — | ||
| Q4 25 | $-76.0M | $651.0M | ||
| Q3 25 | $-3.0M | $441.0M | ||
| Q2 25 | $-198.0M | $361.0M | ||
| Q1 25 | — | $76.0M | ||
| Q4 24 | $27.0M | $894.0M | ||
| Q3 24 | $44.0M | $326.0M | ||
| Q2 24 | $-43.0M | $417.0M |
自由现金流率AAPAPTV
| Q1 26 | -1.1% | — | ||
| Q4 25 | -3.7% | 12.6% | ||
| Q3 25 | -0.1% | 8.5% | ||
| Q2 25 | -7.7% | 6.9% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | 1.3% | 18.2% | ||
| Q3 24 | 2.0% | 6.7% | ||
| Q2 24 | -1.6% | 8.3% |
资本支出强度AAPAPTV
| Q1 26 | 4.7% | — | ||
| Q4 25 | 3.1% | 3.2% | ||
| Q3 25 | 2.6% | 2.7% | ||
| Q2 25 | 1.6% | 2.9% | ||
| Q1 25 | — | 4.1% | ||
| Q4 24 | 2.0% | 3.4% | ||
| Q3 24 | 1.9% | 3.6% | ||
| Q2 24 | 1.7% | 4.5% |
现金转化率AAPAPTV
| Q1 26 | 12.00× | — | ||
| Q4 25 | — | 5.93× | ||
| Q3 25 | 3.33× | — | ||
| Q2 25 | -6.50× | 1.30× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.96× | ||
| Q3 24 | 1.89× | 1.37× | ||
| Q2 24 | 0.07× | 0.69× |
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
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% |
