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ADVANCE AUTO PARTS INC（AAP）与NetApp（NTAP）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NetApp的1.2倍（$2.0B vs $1.7B），NetApp净利率更高（17.9% vs 0.3%，领先17.6%），ADVANCE AUTO PARTS INC同比增速更快（130.1% vs 2.8%），NetApp自由现金流更多（$78.0M vs $-21.0M），过去两年NetApp的营收复合增速更高（3.0% 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。
NetApp是总部位于美国加利福尼亚州圣何塞的企业级数据基础设施服务商，成立于1992年，2012至2021年连续入选《财富》世界500强。公司面向全球企业客户提供统一数据存储、集成数据服务及云运营解决方案，可满足线上线下全场景的应用与数据管理需求。
AAP vs NTAP — 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127.3%
2.8%
净利率更高
NTAP
高出17.6%
0.3%
自由现金流更多
NTAP
多$99.0M
$-21.0M
两年增速更快
NTAP
近两年复合增速
-15.7%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.7B |
| 净利润 | $6.0M | $305.0M |
| 毛利率 | 44.1% | 72.0% |
| 营业利润率 | 2.2% | 23.4% |
| 净利率 | 0.3% | 17.9% |
| 营收同比 | 130.1% | 2.8% |
| 净利润同比 | 101.4% | 2.0% |
| 每股收益（稀释后） | $0.10 | $1.51 |
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
营收AAPNTAP
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $1.7B | ||
| Q3 25 | $2.0B | $1.6B | ||
| Q2 25 | $2.6B | $1.7B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $2.1B | $1.7B | ||
| Q3 24 | $2.2B | $1.5B | ||
| Q2 24 | $2.8B | $1.7B |
净利润AAPNTAP
| Q1 26 | $6.0M | — | ||
| Q4 25 | $-1.0M | $305.0M | ||
| Q3 25 | $15.0M | $233.0M | ||
| Q2 25 | $24.0M | $340.0M | ||
| Q1 25 | — | $299.0M | ||
| Q4 24 | $-6.0M | $299.0M | ||
| Q3 24 | $45.0M | $248.0M | ||
| Q2 24 | $40.0M | $291.0M |
毛利率AAPNTAP
| Q1 26 | 44.1% | — | ||
| Q4 25 | 43.3% | 72.0% | ||
| Q3 25 | 43.5% | 70.4% | ||
| Q2 25 | 42.9% | 68.9% | ||
| Q1 25 | — | 69.8% | ||
| Q4 24 | 42.3% | 71.0% | ||
| Q3 24 | 43.6% | 71.3% | ||
| Q2 24 | 43.4% | 70.5% |
营业利润率AAPNTAP
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.1% | 23.4% | ||
| Q3 25 | 1.1% | 19.8% | ||
| Q2 25 | -5.1% | 20.1% | ||
| Q1 25 | — | 22.1% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | 2.5% | 18.3% | ||
| Q2 24 | 1.9% | 21.9% |
净利率AAPNTAP
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.0% | 17.9% | ||
| Q3 25 | 0.7% | 14.9% | ||
| Q2 25 | 0.9% | 19.6% | ||
| Q1 25 | — | 18.2% | ||
| Q4 24 | -0.3% | 18.0% | ||
| Q3 24 | 2.1% | 16.1% | ||
| Q2 24 | 1.4% | 17.4% |
每股收益（稀释后）AAPNTAP
| Q1 26 | $0.10 | — | ||
| Q4 25 | $-0.02 | $1.51 | ||
| Q3 25 | $0.25 | $1.15 | ||
| Q2 25 | $0.40 | $1.64 | ||
| Q1 25 | — | $1.44 | ||
| Q4 24 | $-0.10 | $1.42 | ||
| Q3 24 | $0.75 | $1.17 | ||
| Q2 24 | $0.67 | $1.36 |
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 | $3.0B |
| 总债务越低越好 | $3.4B | $2.5B |
| 股东权益账面价值 | $2.2B | $986.0M |
| 总资产 | $11.8B | $9.6B |
| 负债/权益比越低杠杆越低 | 1.55× | 2.52× |
8季度趋势，按日历期对齐
现金及短期投资AAPNTAP
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | $3.0B | ||
| Q3 25 | $1.7B | $3.3B | ||
| Q2 25 | $1.7B | $3.8B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | $464.5M | $2.2B | ||
| Q3 24 | $479.4M | $3.0B | ||
| Q2 24 | $451.0M | $3.3B |
总债务AAPNTAP
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | $2.5B | ||
| Q3 25 | $1.8B | $2.5B | ||
| Q2 25 | $1.8B | $3.2B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $1.8B | $2.0B | ||
| Q3 24 | $1.8B | $2.4B | ||
| Q2 24 | $1.8B | $2.4B |
股东权益AAPNTAP
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $986.0M | ||
| Q3 25 | $2.2B | $975.0M | ||
| Q2 25 | $2.2B | $1.0B | ||
| Q1 25 | — | $995.0M | ||
| Q4 24 | $2.6B | $892.0M | ||
| Q3 24 | $2.6B | $929.0M | ||
| Q2 24 | $2.6B | $1.1B |
总资产AAPNTAP
| Q1 26 | $11.8B | — | ||
| Q4 25 | $12.1B | $9.6B | ||
| Q3 25 | $10.5B | $9.7B | ||
| Q2 25 | $10.6B | $10.8B | ||
| Q1 25 | — | $9.0B | ||
| Q4 24 | $12.5B | $9.0B | ||
| Q3 24 | $12.3B | $9.3B | ||
| Q2 24 | $12.2B | $9.9B |
负债/权益比AAPNTAP
| Q1 26 | 1.55× | — | ||
| Q4 25 | 1.55× | 2.52× | ||
| Q3 25 | 0.81× | 2.55× | ||
| Q2 25 | 0.81× | 3.11× | ||
| Q1 25 | — | 2.00× | ||
| Q4 24 | 0.69× | 2.23× | ||
| Q3 24 | 0.69× | 2.58× | ||
| Q2 24 | 0.70× | 2.09× |
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 | $127.0M |
| 自由现金流经营现金流 - 资本支出 | $-21.0M | $78.0M |
| 自由现金流率自由现金流/营收 | -1.1% | 4.6% |
| 资本支出强度资本支出/营收 | 4.7% | 2.9% |
| 现金转化率经营现金流/净利润 | 12.00× | 0.42× |
| 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AAPNTAP
| Q1 26 | $72.0M | — | ||
| Q4 25 | $-12.0M | $127.0M | ||
| Q3 25 | $50.0M | $673.0M | ||
| Q2 25 | $-156.0M | — | ||
| Q1 25 | — | $385.0M | ||
| Q4 24 | $70.0M | — | ||
| Q3 24 | $85.0M | $341.0M | ||
| Q2 24 | $3.0M | $613.0M |
自由现金流AAPNTAP
| Q1 26 | $-21.0M | — | ||
| Q4 25 | $-76.0M | $78.0M | ||
| Q3 25 | $-3.0M | $620.0M | ||
| Q2 25 | $-198.0M | — | ||
| Q1 25 | — | $338.0M | ||
| Q4 24 | $27.0M | — | ||
| Q3 24 | $44.0M | $300.0M | ||
| Q2 24 | $-43.0M | $567.0M |
自由现金流率AAPNTAP
| Q1 26 | -1.1% | — | ||
| Q4 25 | -3.7% | 4.6% | ||
| Q3 25 | -0.1% | 39.8% | ||
| Q2 25 | -7.7% | — | ||
| Q1 25 | — | 20.6% | ||
| Q4 24 | 1.3% | — | ||
| Q3 24 | 2.0% | 19.5% | ||
| Q2 24 | -1.6% | 34.0% |
资本支出强度AAPNTAP
| Q1 26 | 4.7% | — | ||
| Q4 25 | 3.1% | 2.9% | ||
| Q3 25 | 2.6% | 3.4% | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 1.9% | 2.7% | ||
| Q2 24 | 1.7% | 2.8% |
现金转化率AAPNTAP
| Q1 26 | 12.00× | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | 3.33× | 2.89× | ||
| Q2 25 | -6.50× | — | ||
| Q1 25 | — | 1.29× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.89× | 1.38× | ||
| Q2 24 | 0.07× | 2.11× |
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
NTAP
| Products | $788.0M | 46% |
| Support | $647.0M | 38% |
| Public Cloud Segment | $171.0M | 10% |
| Professional And Other Services | $99.0M | 6% |
