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ADVANCE AUTO PARTS INC（AAP）与罗技（LOGI）财务数据对比。点击上方公司名可切换其他公司
ADVANCE AUTO PARTS INC的季度营收约是罗技的1.4倍（$2.0B vs $1.4B），罗技净利率更高（17.7% vs 0.3%，领先17.4%），ADVANCE AUTO PARTS INC同比增速更快（130.1% vs 6.1%），罗技自由现金流更多（$465.6M vs $-21.0M），过去两年罗技的营收复合增速更高（18.5% 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。
罗技国际是总部位于瑞士洛桑的跨国企业，专注于计算机外设及相关软件的研发与生产，在欧洲、亚洲、大洋洲、美洲均设有分支机构，为瑞士市场指数成分股，同时在纳斯达克交易所挂牌上市。
AAP vs LOGI — 直观对比
营收规模更大
AAP
是对方的1.4倍
$1.4B
营收增速更快
AAP
高出124.0%
6.1%
净利率更高
LOGI
高出17.4%
0.3%
自由现金流更多
LOGI
多$486.6M
$-21.0M
两年增速更快
LOGI
近两年复合增速
-15.7%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.4B |
| 净利润 | $6.0M | $251.0M |
| 毛利率 | 44.1% | 43.2% |
| 营业利润率 | 2.2% | 20.1% |
| 净利率 | 0.3% | 17.7% |
| 营收同比 | 130.1% | 6.1% |
| 净利润同比 | 101.4% | 25.4% |
| 每股收益（稀释后） | $0.10 | $1.69 |
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AAPLOGI
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $2.0B | $1.2B | ||
| Q2 25 | $2.6B | $1.1B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | $2.1B | $1.3B | ||
| Q3 24 | $2.2B | $1.1B | ||
| Q2 24 | $2.8B | $1.1B |
净利润AAPLOGI
| Q1 26 | $6.0M | — | ||
| Q4 25 | $-1.0M | $251.0M | ||
| Q3 25 | $15.0M | $170.7M | ||
| Q2 25 | $24.0M | $146.0M | ||
| Q1 25 | — | $144.1M | ||
| Q4 24 | $-6.0M | $200.1M | ||
| Q3 24 | $45.0M | $145.5M | ||
| Q2 24 | $40.0M | $141.8M |
毛利率AAPLOGI
| Q1 26 | 44.1% | — | ||
| Q4 25 | 43.3% | 43.2% | ||
| Q3 25 | 43.5% | 43.4% | ||
| Q2 25 | 42.9% | 41.7% | ||
| Q1 25 | — | 43.1% | ||
| Q4 24 | 42.3% | 42.9% | ||
| Q3 24 | 43.6% | 43.6% | ||
| Q2 24 | 43.4% | 42.8% |
营业利润率AAPLOGI
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.1% | 20.1% | ||
| Q3 25 | 1.1% | 16.1% | ||
| Q2 25 | -5.1% | 14.1% | ||
| Q1 25 | — | 10.5% | ||
| Q4 24 | — | 17.5% | ||
| Q3 24 | 2.5% | 14.4% | ||
| Q2 24 | 1.9% | 14.1% |
净利率AAPLOGI
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.0% | 17.7% | ||
| Q3 25 | 0.7% | 14.4% | ||
| Q2 25 | 0.9% | 12.7% | ||
| Q1 25 | — | 14.3% | ||
| Q4 24 | -0.3% | 14.9% | ||
| Q3 24 | 2.1% | 13.0% | ||
| Q2 24 | 1.4% | 13.0% |
每股收益（稀释后）AAPLOGI
| Q1 26 | $0.10 | — | ||
| Q4 25 | $-0.02 | $1.69 | ||
| Q3 25 | $0.25 | $1.15 | ||
| Q2 25 | $0.40 | $0.98 | ||
| Q1 25 | — | $0.94 | ||
| Q4 24 | $-0.10 | $1.32 | ||
| Q3 24 | $0.75 | $0.95 | ||
| Q2 24 | $0.67 | $0.92 |
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 | $1.8B |
| 总债务越低越好 | $3.4B | — |
| 股东权益账面价值 | $2.2B | $2.3B |
| 总资产 | $11.8B | $4.1B |
| 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AAPLOGI
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | $1.8B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $464.5M | $1.5B | ||
| Q3 24 | $479.4M | $1.4B | ||
| Q2 24 | $451.0M | $1.5B |
总债务AAPLOGI
| 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AAPLOGI
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $2.3B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $2.2B | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $2.6B | $2.1B | ||
| Q3 24 | $2.6B | $2.1B | ||
| Q2 24 | $2.6B | $2.2B |
总资产AAPLOGI
| Q1 26 | $11.8B | — | ||
| Q4 25 | $12.1B | $4.1B | ||
| Q3 25 | $10.5B | $3.7B | ||
| Q2 25 | $10.6B | $3.7B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | $12.5B | $3.7B | ||
| Q3 24 | $12.3B | $3.6B | ||
| Q2 24 | $12.2B | $3.7B |
负债/权益比AAPLOGI
| 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 | $480.5M |
| 自由现金流经营现金流 - 资本支出 | $-21.0M | $465.6M |
| 自由现金流率自由现金流/营收 | -1.1% | 32.8% |
| 资本支出强度资本支出/营收 | 4.7% | 1.0% |
| 现金转化率经营现金流/净利润 | 12.00× | 1.91× |
| 过去12个月自由现金流最近4个季度 | $-298.0M | $903.6M |
8季度趋势，按日历期对齐
经营现金流AAPLOGI
| Q1 26 | $72.0M | — | ||
| Q4 25 | $-12.0M | $480.5M | ||
| Q3 25 | $50.0M | $228.8M | ||
| Q2 25 | $-156.0M | $125.0M | ||
| Q1 25 | — | $129.7M | ||
| Q4 24 | $70.0M | $370.9M | ||
| Q3 24 | $85.0M | $166.0M | ||
| Q2 24 | $3.0M | $176.0M |
自由现金流AAPLOGI
| Q1 26 | $-21.0M | — | ||
| Q4 25 | $-76.0M | $465.6M | ||
| Q3 25 | $-3.0M | $212.3M | ||
| Q2 25 | $-198.0M | $108.8M | ||
| Q1 25 | — | $116.9M | ||
| Q4 24 | $27.0M | $356.6M | ||
| Q3 24 | $44.0M | $151.5M | ||
| Q2 24 | $-43.0M | $161.4M |
自由现金流率AAPLOGI
| Q1 26 | -1.1% | — | ||
| Q4 25 | -3.7% | 32.8% | ||
| Q3 25 | -0.1% | 17.9% | ||
| Q2 25 | -7.7% | 9.5% | ||
| Q1 25 | — | 11.6% | ||
| Q4 24 | 1.3% | 26.6% | ||
| Q3 24 | 2.0% | 13.6% | ||
| Q2 24 | -1.6% | 14.8% |
资本支出强度AAPLOGI
| Q1 26 | 4.7% | — | ||
| Q4 25 | 3.1% | 1.0% | ||
| Q3 25 | 2.6% | 1.4% | ||
| Q2 25 | 1.6% | 1.4% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | 2.0% | 1.1% | ||
| Q3 24 | 1.9% | 1.3% | ||
| Q2 24 | 1.7% | 1.3% |
现金转化率AAPLOGI
| Q1 26 | 12.00× | — | ||
| Q4 25 | — | 1.91× | ||
| Q3 25 | 3.33× | 1.34× | ||
| Q2 25 | -6.50× | 0.86× | ||
| Q1 25 | — | 0.90× | ||
| Q4 24 | — | 1.85× | ||
| Q3 24 | 1.89× | 1.14× | ||
| Q2 24 | 0.07× | 1.24× |
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
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
