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ADVANCE AUTO PARTS INC（AAP）与赛莱默（XYL）财务数据对比。点击上方公司名可切换其他公司
赛莱默的季度营收约是ADVANCE AUTO PARTS INC的1.1倍（$2.1B vs $2.0B），赛莱默净利率更高（8.9% vs 0.3%，领先8.6%），ADVANCE AUTO PARTS INC同比增速更快（130.1% vs 2.7%），过去两年赛莱默的营收复合增速更高（-1.0% 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。
该文本为植物学对木质部的定义说明，并非赛莱默公司（Xylem Inc.）的企业业务介绍。Xylem Inc.是一家专注于水技术与解决方案的全球企业，提供水务基础设施、水环境治理等相关设备与服务。
AAP vs XYL — 直观对比
营收规模更大
XYL
是对方的1.1倍
$2.0B
营收增速更快
AAP
高出127.4%
2.7%
净利率更高
XYL
高出8.6%
0.3%
两年增速更快
XYL
近两年复合增速
-15.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.1B |
| 净利润 | $6.0M | $189.0M |
| 毛利率 | 44.1% | 37.8% |
| 营业利润率 | 2.2% | 11.5% |
| 净利率 | 0.3% | 8.9% |
| 营收同比 | 130.1% | 2.7% |
| 净利润同比 | 101.4% | 13.2% |
| 每股收益（稀释后） | $0.10 | $0.79 |
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AAPXYL
| Q1 26 | $2.0B | $2.1B | ||
| Q4 25 | $2.0B | $2.4B | ||
| Q3 25 | $2.0B | $2.3B | ||
| Q2 25 | $2.6B | $2.3B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $2.1B | $2.3B | ||
| Q3 24 | $2.2B | $2.1B | ||
| Q2 24 | $2.8B | $2.2B |
净利润AAPXYL
| Q1 26 | $6.0M | $189.0M | ||
| Q4 25 | $-1.0M | $335.0M | ||
| Q3 25 | $15.0M | $227.0M | ||
| Q2 25 | $24.0M | $226.0M | ||
| Q1 25 | — | $169.0M | ||
| Q4 24 | $-6.0M | $326.0M | ||
| Q3 24 | $45.0M | $217.0M | ||
| Q2 24 | $40.0M | $194.0M |
毛利率AAPXYL
| Q1 26 | 44.1% | 37.8% | ||
| Q4 25 | 43.3% | 38.9% | ||
| Q3 25 | 43.5% | 38.9% | ||
| Q2 25 | 42.9% | 38.8% | ||
| Q1 25 | — | 37.1% | ||
| Q4 24 | 42.3% | 38.0% | ||
| Q3 24 | 43.6% | 37.3% | ||
| Q2 24 | 43.4% | 37.8% |
营业利润率AAPXYL
| Q1 26 | 2.2% | 11.5% | ||
| Q4 25 | 1.1% | 14.7% | ||
| Q3 25 | 1.1% | 14.7% | ||
| Q2 25 | -5.1% | 13.3% | ||
| Q1 25 | — | 11.2% | ||
| Q4 24 | — | 11.8% | ||
| Q3 24 | 2.5% | 13.3% | ||
| Q2 24 | 1.9% | 11.7% |
净利率AAPXYL
| Q1 26 | 0.3% | 8.9% | ||
| Q4 25 | -0.0% | 14.0% | ||
| Q3 25 | 0.7% | 10.0% | ||
| Q2 25 | 0.9% | 9.8% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | -0.3% | 14.5% | ||
| Q3 24 | 2.1% | 10.3% | ||
| Q2 24 | 1.4% | 8.9% |
每股收益（稀释后）AAPXYL
| Q1 26 | $0.10 | $0.79 | ||
| Q4 25 | $-0.02 | $1.37 | ||
| Q3 25 | $0.25 | $0.93 | ||
| Q2 25 | $0.40 | $0.93 | ||
| Q1 25 | — | $0.69 | ||
| Q4 24 | $-0.10 | $1.33 | ||
| Q3 24 | $0.75 | $0.89 | ||
| Q2 24 | $0.67 | $0.80 |
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 | $808.0M |
| 总债务越低越好 | $3.4B | $1.9B |
| 股东权益账面价值 | $2.2B | $11.0B |
| 总资产 | $11.8B | $17.0B |
| 负债/权益比越低杠杆越低 | 1.55× | 0.18× |
8季度趋势，按日历期对齐
现金及短期投资AAPXYL
| Q1 26 | $3.1B | $808.0M | ||
| Q4 25 | $3.2B | $1.5B | ||
| Q3 25 | $1.7B | $1.2B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $464.5M | $1.1B | ||
| Q3 24 | $479.4M | $989.0M | ||
| Q2 24 | $451.0M | $815.0M |
总债务AAPXYL
| Q1 26 | $3.4B | $1.9B | ||
| Q4 25 | $3.4B | $2.0B | ||
| Q3 25 | $1.8B | $2.0B | ||
| Q2 25 | $1.8B | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $1.8B | $2.0B | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.8B | — |
股东权益AAPXYL
| Q1 26 | $2.2B | $11.0B | ||
| Q4 25 | $2.2B | $11.5B | ||
| Q3 25 | $2.2B | $11.2B | ||
| Q2 25 | $2.2B | $11.1B | ||
| Q1 25 | — | $10.8B | ||
| Q4 24 | $2.6B | $10.6B | ||
| Q3 24 | $2.6B | $10.6B | ||
| Q2 24 | $2.6B | $10.3B |
总资产AAPXYL
| Q1 26 | $11.8B | $17.0B | ||
| Q4 25 | $12.1B | $17.6B | ||
| Q3 25 | $10.5B | $17.3B | ||
| Q2 25 | $10.6B | $17.2B | ||
| Q1 25 | — | $16.6B | ||
| Q4 24 | $12.5B | $16.5B | ||
| Q3 24 | $12.3B | $16.0B | ||
| Q2 24 | $12.2B | $15.8B |
负债/权益比AAPXYL
| Q1 26 | 1.55× | 0.18× | ||
| Q4 25 | 1.55× | 0.17× | ||
| Q3 25 | 0.81× | 0.18× | ||
| Q2 25 | 0.81× | 0.18× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | 0.69× | 0.19× | ||
| 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 | — |
| 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% | 4.2% |
| 现金转化率经营现金流/净利润 | 12.00× | — |
| 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AAPXYL
| Q1 26 | $72.0M | — | ||
| Q4 25 | $-12.0M | $543.0M | ||
| Q3 25 | $50.0M | $360.0M | ||
| Q2 25 | $-156.0M | $305.0M | ||
| Q1 25 | — | $33.0M | ||
| Q4 24 | $70.0M | $575.0M | ||
| Q3 24 | $85.0M | $311.0M | ||
| Q2 24 | $3.0M | $288.0M |
自由现金流AAPXYL
| Q1 26 | $-21.0M | — | ||
| Q4 25 | $-76.0M | $460.0M | ||
| Q3 25 | $-3.0M | $281.0M | ||
| Q2 25 | $-198.0M | $207.0M | ||
| Q1 25 | — | $-38.0M | ||
| Q4 24 | $27.0M | $475.0M | ||
| Q3 24 | $44.0M | $237.0M | ||
| Q2 24 | $-43.0M | $215.0M |
自由现金流率AAPXYL
| Q1 26 | -1.1% | — | ||
| Q4 25 | -3.7% | 19.2% | ||
| Q3 25 | -0.1% | 12.4% | ||
| Q2 25 | -7.7% | 9.0% | ||
| Q1 25 | — | -1.8% | ||
| Q4 24 | 1.3% | 21.1% | ||
| Q3 24 | 2.0% | 11.3% | ||
| Q2 24 | -1.6% | 9.9% |
资本支出强度AAPXYL
| Q1 26 | 4.7% | 4.2% | ||
| Q4 25 | 3.1% | 3.5% | ||
| Q3 25 | 2.6% | 3.5% | ||
| Q2 25 | 1.6% | 4.3% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | 2.0% | 4.4% | ||
| Q3 24 | 1.9% | 3.5% | ||
| Q2 24 | 1.7% | 3.4% |
现金转化率AAPXYL
| Q1 26 | 12.00× | — | ||
| Q4 25 | — | 1.62× | ||
| Q3 25 | 3.33× | 1.59× | ||
| Q2 25 | -6.50× | 1.35× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | — | 1.76× | ||
| Q3 24 | 1.89× | 1.43× | ||
| Q2 24 | 0.07× | 1.48× |
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
XYL
| Revenue from products | $1.8B | 83% |
| Revenue from services | $368.0M | 17% |
