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ADVANCE AUTO PARTS INC（AAP）与格罗方德（GFS）财务数据对比。点击上方公司名可切换其他公司
ADVANCE AUTO PARTS INC的季度营收约是格罗方德的1.2倍（$2.0B vs $1.7B），格罗方德净利率更高（14.8% vs 0.3%，领先14.4%），ADVANCE AUTO PARTS INC同比增速更快（130.1% vs -2.9%），过去两年格罗方德的营收复合增速更高（-4.3% 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。
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
AAP vs GFS — 直观对比
营收规模更大
AAP
是对方的1.2倍
$1.7B
营收增速更快
AAP
高出133.0%
-2.9%
净利率更高
GFS
高出14.4%
0.3%
两年增速更快
GFS
近两年复合增速
-15.7%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.7B |
| 净利润 | $6.0M | $249.0M |
| 毛利率 | 44.1% | 24.8% |
| 营业利润率 | 2.2% | 11.6% |
| 净利率 | 0.3% | 14.8% |
| 营收同比 | 130.1% | -2.9% |
| 净利润同比 | 101.4% | 39.9% |
| 每股收益（稀释后） | $0.10 | $0.44 |
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AAPGFS
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | $1.7B | ||
| Q2 25 | $2.6B | $1.7B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.2B | $1.7B | ||
| Q2 24 | $2.8B | $1.6B |
净利润AAPGFS
| Q1 26 | $6.0M | — | ||
| Q4 25 | $-1.0M | — | ||
| Q3 25 | $15.0M | $249.0M | ||
| Q2 25 | $24.0M | $228.0M | ||
| Q1 25 | — | $211.0M | ||
| Q4 24 | $-6.0M | — | ||
| Q3 24 | $45.0M | $178.0M | ||
| Q2 24 | $40.0M | $155.0M |
毛利率AAPGFS
| Q1 26 | 44.1% | — | ||
| Q4 25 | 43.3% | — | ||
| Q3 25 | 43.5% | 24.8% | ||
| Q2 25 | 42.9% | 24.2% | ||
| Q1 25 | — | 22.4% | ||
| Q4 24 | 42.3% | — | ||
| Q3 24 | 43.6% | 23.8% | ||
| Q2 24 | 43.4% | 24.2% |
营业利润率AAPGFS
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.1% | — | ||
| Q3 25 | 1.1% | 11.6% | ||
| Q2 25 | -5.1% | 11.6% | ||
| Q1 25 | — | 9.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.5% | 10.6% | ||
| Q2 24 | 1.9% | 9.5% |
净利率AAPGFS
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.0% | — | ||
| Q3 25 | 0.7% | 14.8% | ||
| Q2 25 | 0.9% | 13.5% | ||
| Q1 25 | — | 13.3% | ||
| Q4 24 | -0.3% | — | ||
| Q3 24 | 2.1% | 10.2% | ||
| Q2 24 | 1.4% | 9.5% |
每股收益（稀释后）AAPGFS
| Q1 26 | $0.10 | — | ||
| Q4 25 | $-0.02 | — | ||
| Q3 25 | $0.25 | $0.44 | ||
| Q2 25 | $0.40 | $0.41 | ||
| Q1 25 | — | $0.38 | ||
| Q4 24 | $-0.10 | — | ||
| Q3 24 | $0.75 | $0.32 | ||
| Q2 24 | $0.67 | $0.28 |
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 | $2.0B |
| 总债务越低越好 | $3.4B | — |
| 股东权益账面价值 | $2.2B | $11.8B |
| 总资产 | $11.8B | $16.7B |
| 负债/权益比越低杠杆越低 | 1.55× | — |
8季度趋势，按日历期对齐
现金及短期投资AAPGFS
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $1.7B | $2.0B | ||
| Q2 25 | $1.7B | $1.8B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $464.5M | — | ||
| Q3 24 | $479.4M | $2.3B | ||
| Q2 24 | $451.0M | $2.2B |
总债务AAPGFS
| 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 | — |
股东权益AAPGFS
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.2B | $11.8B | ||
| Q2 25 | $2.2B | $11.5B | ||
| Q1 25 | — | $11.1B | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | $11.6B | ||
| Q2 24 | $2.6B | $11.3B |
总资产AAPGFS
| Q1 26 | $11.8B | — | ||
| Q4 25 | $12.1B | — | ||
| Q3 25 | $10.5B | $16.7B | ||
| Q2 25 | $10.6B | $16.8B | ||
| Q1 25 | — | $16.5B | ||
| Q4 24 | $12.5B | — | ||
| Q3 24 | $12.3B | $18.1B | ||
| Q2 24 | $12.2B | — |
负债/权益比AAPGFS
| 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 | $595.0M |
| 自由现金流经营现金流 - 资本支出 | $-21.0M | — |
| 自由现金流率自由现金流/营收 | -1.1% | — |
| 资本支出强度资本支出/营收 | 4.7% | — |
| 现金转化率经营现金流/净利润 | 12.00× | 2.39× |
| 过去12个月自由现金流最近4个季度 | $-298.0M | — |
8季度趋势，按日历期对齐
经营现金流AAPGFS
| Q1 26 | $72.0M | — | ||
| Q4 25 | $-12.0M | — | ||
| Q3 25 | $50.0M | $595.0M | ||
| Q2 25 | $-156.0M | $431.0M | ||
| Q1 25 | — | $331.0M | ||
| Q4 24 | $70.0M | — | ||
| Q3 24 | $85.0M | $375.0M | ||
| Q2 24 | $3.0M | $402.0M |
自由现金流AAPGFS
| Q1 26 | $-21.0M | — | ||
| Q4 25 | $-76.0M | — | ||
| Q3 25 | $-3.0M | — | ||
| Q2 25 | $-198.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $27.0M | — | ||
| Q3 24 | $44.0M | — | ||
| Q2 24 | $-43.0M | — |
自由现金流率AAPGFS
| Q1 26 | -1.1% | — | ||
| Q4 25 | -3.7% | — | ||
| Q3 25 | -0.1% | — | ||
| Q2 25 | -7.7% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.3% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | -1.6% | — |
资本支出强度AAPGFS
| Q1 26 | 4.7% | — | ||
| Q4 25 | 3.1% | — | ||
| Q3 25 | 2.6% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 1.7% | — |
现金转化率AAPGFS
| Q1 26 | 12.00× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.33× | 2.39× | ||
| Q2 25 | -6.50× | 1.89× | ||
| Q1 25 | — | 1.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.89× | 2.11× | ||
| Q2 24 | 0.07× | 2.59× |
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
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
