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奥多比(ADBE)与Genuine Parts Company(GPC)财务数据对比。点击上方公司名可切换其他公司
奥多比的季度营收约是Genuine Parts Company的1.0倍($6.4B vs $6.3B),奥多比净利率更高(29.5% vs 3.0%,领先26.5%),奥多比同比增速更快(12.0% vs 6.8%),奥多比自由现金流更多($2.9B vs $-33.6M),过去两年奥多比的营收复合增速更高(9.8% vs 2.5%)
奥多比(Adobe Inc.)前身为奥多比系统公司,是总部位于美国加利福尼亚州圣何塞的跨国计算机软件企业。旗下产品覆盖网页设计、图像处理、矢量创作、音视频编辑、移动应用开发、印刷排版、动画制作等多个领域,是全球领先的数字创意软件服务商。
Genuine Parts Company(简称GPC)是总部位于美国佐治亚州亚特兰大的汽车及工业零部件分销商,1928年由卡莱尔与马尔科姆·弗雷泽兄弟创立,现有约6万名员工,业务覆盖美国、澳大拉西亚、欧洲、墨西哥等十余个国家和地区。
ADBE vs GPC — 直观对比
营收规模更大
ADBE
是对方的1.0倍
$6.3B
营收增速更快
ADBE
高出5.2%
6.8%
净利率更高
ADBE
高出26.5%
3.0%
自由现金流更多
ADBE
多$3.0B
$-33.6M
两年增速更快
ADBE
近两年复合增速
2.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $6.4B | $6.3B |
| 净利润 | $1.9B | $188.5M |
| 毛利率 | 89.6% | 37.3% |
| 营业利润率 | 37.8% | — |
| 净利率 | 29.5% | 3.0% |
| 营收同比 | 12.0% | 6.8% |
| 净利润同比 | 4.3% | -3.0% |
| 每股收益(稀释后) | $4.60 | $1.37 |
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
ADBE
GPC
| Q1 26 | $6.4B | $6.3B | ||
| Q4 25 | $6.2B | $6.0B | ||
| Q3 25 | $6.0B | $6.3B | ||
| Q2 25 | $5.9B | $6.2B | ||
| Q1 25 | $5.7B | $5.9B | ||
| Q4 24 | $5.6B | $5.8B | ||
| Q3 24 | $5.4B | $6.0B | ||
| Q2 24 | $5.3B | $6.0B |
净利润
ADBE
GPC
| Q1 26 | $1.9B | $188.5M | ||
| Q4 25 | $1.9B | $-609.5M | ||
| Q3 25 | $1.8B | $226.2M | ||
| Q2 25 | $1.7B | $254.9M | ||
| Q1 25 | $1.8B | $194.4M | ||
| Q4 24 | $1.7B | $133.1M | ||
| Q3 24 | $1.7B | $226.6M | ||
| Q2 24 | $1.6B | $295.5M |
毛利率
ADBE
GPC
| Q1 26 | 89.6% | 37.3% | ||
| Q4 25 | 89.5% | 35.0% | ||
| Q3 25 | 89.3% | 37.4% | ||
| Q2 25 | 89.1% | 37.7% | ||
| Q1 25 | 89.1% | 37.1% | ||
| Q4 24 | 89.0% | 35.9% | ||
| Q3 24 | 89.8% | 36.8% | ||
| Q2 24 | 88.7% | 36.6% |
营业利润率
ADBE
GPC
| Q1 26 | 37.8% | — | ||
| Q4 25 | 36.5% | -13.8% | ||
| Q3 25 | 36.3% | 4.7% | ||
| Q2 25 | 35.9% | 5.5% | ||
| Q1 25 | 37.9% | 4.3% | ||
| Q4 24 | 34.9% | 2.9% | ||
| Q3 24 | 36.8% | 5.0% | ||
| Q2 24 | 35.5% | 6.5% |
净利率
ADBE
GPC
| Q1 26 | 29.5% | 3.0% | ||
| Q4 25 | 30.0% | -10.1% | ||
| Q3 25 | 29.6% | 3.6% | ||
| Q2 25 | 28.8% | 4.1% | ||
| Q1 25 | 31.7% | 3.3% | ||
| Q4 24 | 30.0% | 2.3% | ||
| Q3 24 | 31.1% | 3.8% | ||
| Q2 24 | 29.6% | 5.0% |
每股收益(稀释后)
ADBE
GPC
| Q1 26 | $4.60 | $1.37 | ||
| Q4 25 | $4.44 | $-4.38 | ||
| Q3 25 | $4.18 | $1.62 | ||
| Q2 25 | $3.94 | $1.83 | ||
| Q1 25 | $4.14 | $1.40 | ||
| Q4 24 | $3.75 | $0.96 | ||
| Q3 24 | $3.76 | $1.62 | ||
| Q2 24 | $3.49 | $2.11 |
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 | $6.9B | $500.0M |
| 总债务越低越好 | $5.4B | $4.6B |
| 股东权益账面价值 | $11.4B | $4.5B |
| 总资产 | $29.7B | $21.0B |
| 负债/权益比越低杠杆越低 | 0.47× | 1.03× |
8季度趋势,按日历期对齐
现金及短期投资
ADBE
GPC
| Q1 26 | $6.9B | $500.0M | ||
| Q4 25 | $6.6B | — | ||
| Q3 25 | $5.9B | — | ||
| Q2 25 | $5.7B | — | ||
| Q1 25 | $7.4B | — | ||
| Q4 24 | $7.9B | — | ||
| Q3 24 | $7.5B | — | ||
| Q2 24 | $8.1B | — |
总债务
ADBE
GPC
| Q1 26 | $5.4B | $4.6B | ||
| Q4 25 | $6.2B | $4.8B | ||
| Q3 25 | $6.2B | — | ||
| Q2 25 | $6.2B | — | ||
| Q1 25 | $6.2B | — | ||
| Q4 24 | $4.1B | $4.3B | ||
| Q3 24 | $4.1B | — | ||
| Q2 24 | $4.1B | — |
股东权益
ADBE
GPC
| Q1 26 | $11.4B | $4.5B | ||
| Q4 25 | $11.6B | $4.4B | ||
| Q3 25 | $11.8B | $4.8B | ||
| Q2 25 | $11.4B | $4.7B | ||
| Q1 25 | $13.1B | $4.4B | ||
| Q4 24 | $14.1B | $4.3B | ||
| Q3 24 | $14.5B | $4.7B | ||
| Q2 24 | $14.8B | $4.5B |
总资产
ADBE
GPC
| Q1 26 | $29.7B | $21.0B | ||
| Q4 25 | $29.5B | $20.8B | ||
| Q3 25 | $28.8B | $20.7B | ||
| Q2 25 | $28.1B | $20.4B | ||
| Q1 25 | $30.0B | $19.8B | ||
| Q4 24 | $30.2B | $19.3B | ||
| Q3 24 | $29.8B | $20.3B | ||
| Q2 24 | $30.0B | $18.9B |
负债/权益比
ADBE
GPC
| Q1 26 | 0.47× | 1.03× | ||
| Q4 25 | 0.53× | 1.08× | ||
| Q3 25 | 0.53× | — | ||
| Q2 25 | 0.54× | — | ||
| Q1 25 | 0.47× | — | ||
| Q4 24 | 0.29× | 0.99× | ||
| Q3 24 | 0.28× | — | ||
| Q2 24 | 0.28× | — |
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 | $3.0B | — |
| 自由现金流经营现金流 - 资本支出 | $2.9B | $-33.6M |
| 自由现金流率自由现金流/营收 | 45.7% | -0.5% |
| 资本支出强度资本支出/营收 | 0.6% | — |
| 现金转化率经营现金流/净利润 | 1.57× | — |
| 过去12个月自由现金流最近4个季度 | $10.3B | $548.0M |
8季度趋势,按日历期对齐
经营现金流
ADBE
GPC
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.2B | $380.1M | ||
| Q3 25 | $2.2B | $341.6M | ||
| Q2 25 | $2.2B | $209.9M | ||
| Q1 25 | $2.5B | $-40.8M | ||
| Q4 24 | — | $155.0M | ||
| Q3 24 | $2.0B | $484.3M | ||
| Q2 24 | $1.9B | $293.6M |
自由现金流
ADBE
GPC
| Q1 26 | $2.9B | $-33.6M | ||
| Q4 25 | $3.1B | $260.7M | ||
| Q3 25 | $2.1B | $240.0M | ||
| Q2 25 | $2.1B | $81.0M | ||
| Q1 25 | $2.5B | $-160.7M | ||
| Q4 24 | — | $-26.7M | ||
| Q3 24 | $2.0B | $358.0M | ||
| Q2 24 | $1.9B | $150.1M |
自由现金流率
ADBE
GPC
| Q1 26 | 45.7% | -0.5% | ||
| Q4 25 | 50.5% | 4.3% | ||
| Q3 25 | 35.5% | 3.8% | ||
| Q2 25 | 36.5% | 1.3% | ||
| Q1 25 | 43.0% | -2.7% | ||
| Q4 24 | — | -0.5% | ||
| Q3 24 | 36.3% | 6.0% | ||
| Q2 24 | 35.8% | 2.5% |
资本支出强度
ADBE
GPC
| Q1 26 | 0.6% | — | ||
| Q4 25 | 0.5% | 2.0% | ||
| Q3 25 | 1.2% | 1.6% | ||
| Q2 25 | 0.8% | 2.1% | ||
| Q1 25 | 0.5% | 2.0% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | 1.1% | 2.1% | ||
| Q2 24 | 0.8% | 2.4% |
现金转化率
ADBE
GPC
| Q1 26 | 1.57× | — | ||
| Q4 25 | 1.70× | — | ||
| Q3 25 | 1.24× | 1.51× | ||
| Q2 25 | 1.30× | 0.82× | ||
| Q1 25 | 1.37× | -0.21× | ||
| Q4 24 | — | 1.17× | ||
| Q3 24 | 1.20× | 2.14× | ||
| Q2 24 | 1.23× | 0.99× |
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
ADBE
| Subscription Revenue | $6.2B | 97% |
| Service Other | $110.0M | 2% |
| Products | $90.0M | 1% |
GPC
暂无分部数据