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安道拓（ADNT）与安波福（APTV）财务数据对比。点击上方公司名可切换其他公司
安波福的季度营收约是安道拓的1.4倍（$5.2B vs $3.6B）。安波福净利率更高（2.7% vs -0.6%，领先3.3%）。安波福同比增速更快（5.0% vs 4.3%）。安波福自由现金流更多（$651.0M vs $15.0M）。过去两年安波福的营收复合增速更高（2.5% vs -1.4%）
安道拓是全球规模最大的汽车座椅制造商，注册地位于爱尔兰，运营总部设在美国密歇根州普利茅斯，业务覆盖全球各地，为全球客户提供专业的汽车座椅相关产品及解决方案，在汽车座椅领域拥有领先的市场地位与技术优势。
安波福（Aptiv）是源自美国的全球知名汽车技术供应商，总部设于瑞士沙夫豪森。其前身是通用汽车旗下的零部件业务板块，后独立为德尔福汽车系统，经业务拆分重组后正式成立安波福，服务全球各大整车制造企业。
ADNT vs APTV — 直观对比
营收规模更大
APTV
是对方的1.4倍
$3.6B
营收增速更快
APTV
高出0.8%
4.3%
净利率更高
APTV
高出3.3%
-0.6%
自由现金流更多
APTV
多$636.0M
$15.0M
两年增速更快
APTV
近两年复合增速
-1.4%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $3.6B | $5.2B |
| 净利润 | $-22.0M | $138.0M |
| 毛利率 | 6.0% | 18.7% |
| 营业利润率 | 1.1% | 8.2% |
| 净利率 | -0.6% | 2.7% |
| 营收同比 | 4.3% | 5.0% |
| 净利润同比 | — | -48.5% |
| 每股收益（稀释后） | $-0.28 | $0.63 |
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ADNTAPTV
| Q4 25 | $3.6B | $5.2B | ||
| Q3 25 | $3.7B | $5.2B | ||
| Q2 25 | $3.7B | $5.2B | ||
| Q1 25 | $3.6B | $4.8B | ||
| Q4 24 | $3.5B | $4.9B | ||
| Q3 24 | $3.6B | $4.9B | ||
| Q2 24 | $3.7B | $5.1B | ||
| Q1 24 | $3.8B | $4.9B |
净利润ADNTAPTV
| Q4 25 | $-22.0M | $138.0M | ||
| Q3 25 | $18.0M | $-355.0M | ||
| Q2 25 | $36.0M | $393.0M | ||
| Q1 25 | $-335.0M | $-11.0M | ||
| Q4 24 | $0 | $268.0M | ||
| Q3 24 | $79.0M | $363.0M | ||
| Q2 24 | $-11.0M | $938.0M | ||
| Q1 24 | $-70.0M | $218.0M |
毛利率ADNTAPTV
| Q4 25 | 6.0% | 18.7% | ||
| Q3 25 | 6.7% | 19.5% | ||
| Q2 25 | 6.3% | 19.1% | ||
| Q1 25 | 7.2% | 19.1% | ||
| Q4 24 | 6.2% | 19.6% | ||
| Q3 24 | 6.9% | 18.6% | ||
| Q2 24 | 5.6% | 19.2% | ||
| Q1 24 | 6.1% | 17.9% |
营业利润率ADNTAPTV
| Q4 25 | 1.1% | 8.2% | ||
| Q3 25 | 1.7% | -3.4% | ||
| Q2 25 | 1.8% | 9.3% | ||
| Q1 25 | -7.3% | 9.3% | ||
| Q4 24 | 1.3% | 9.8% | ||
| Q3 24 | 1.8% | 10.4% | ||
| Q2 24 | 1.2% | 8.7% | ||
| Q1 24 | -1.1% | 8.5% |
净利率ADNTAPTV
| Q4 25 | -0.6% | 2.7% | ||
| Q3 25 | 0.5% | -6.8% | ||
| Q2 25 | 1.0% | 7.5% | ||
| Q1 25 | -9.3% | -0.2% | ||
| Q4 24 | — | 5.5% | ||
| Q3 24 | 2.2% | 7.5% | ||
| Q2 24 | -0.3% | 18.6% | ||
| Q1 24 | -1.9% | 4.4% |
每股收益（稀释后）ADNTAPTV
| Q4 25 | $-0.28 | $0.63 | ||
| Q3 25 | $0.17 | $-1.63 | ||
| Q2 25 | $0.43 | $1.80 | ||
| Q1 25 | $-3.99 | $-0.05 | ||
| Q4 24 | $0.00 | $1.22 | ||
| Q3 24 | $0.88 | $1.48 | ||
| Q2 24 | $-0.12 | $3.47 | ||
| Q1 24 | $-0.77 | $0.79 |
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 | — | $1.9B |
| 总债务越低越好 | $2.4B | $7.5B |
| 股东权益账面价值 | $1.7B | $9.2B |
| 总资产 | $8.8B | $23.4B |
| 负债/权益比越低杠杆越低 | 1.37× | 0.81× |
8季度趋势，按日历期对齐
现金及短期投资ADNTAPTV
| Q4 25 | — | $1.9B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | — | $2.2B | ||
| Q1 24 | — | $941.0M |
总债务ADNTAPTV
| Q4 25 | $2.4B | $7.5B | ||
| Q3 25 | $2.4B | $7.6B | ||
| Q2 25 | $2.4B | $7.8B | ||
| Q1 25 | $2.4B | $7.6B | ||
| Q4 24 | $2.4B | $7.8B | ||
| Q3 24 | $2.4B | $8.3B | ||
| Q2 24 | $2.4B | $5.5B | ||
| Q1 24 | $2.4B | $4.7B |
股东权益ADNTAPTV
| Q4 25 | $1.7B | $9.2B | ||
| Q3 25 | $1.8B | $9.3B | ||
| Q2 25 | $1.8B | $9.7B | ||
| Q1 25 | $1.7B | $9.0B | ||
| Q4 24 | $1.9B | $8.8B | ||
| Q3 24 | $2.1B | $8.9B | ||
| Q2 24 | $1.9B | $11.5B | ||
| Q1 24 | $2.1B | $11.1B |
总资产ADNTAPTV
| Q4 25 | $8.8B | $23.4B | ||
| Q3 25 | $9.0B | $23.5B | ||
| Q2 25 | $8.8B | $23.9B | ||
| Q1 25 | $8.6B | $23.1B | ||
| Q4 24 | $8.5B | $23.5B | ||
| Q3 24 | $9.4B | $24.8B | ||
| Q2 24 | $9.1B | $24.8B | ||
| Q1 24 | $9.3B | $23.6B |
负债/权益比ADNTAPTV
| Q4 25 | 1.37× | 0.81× | ||
| Q3 25 | 1.35× | 0.82× | ||
| Q2 25 | 1.34× | 0.80× | ||
| Q1 25 | 1.44× | 0.85× | ||
| Q4 24 | 1.28× | 0.89× | ||
| Q3 24 | 1.12× | 0.93× | ||
| Q2 24 | 1.24× | 0.48× | ||
| Q1 24 | 1.16× | 0.42× |
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 | $80.0M | $818.0M |
| 自由现金流经营现金流 - 资本支出 | $15.0M | $651.0M |
| 自由现金流率自由现金流/营收 | 0.4% | 12.6% |
| 资本支出强度资本支出/营收 | 1.8% | 3.2% |
| 现金转化率经营现金流/净利润 | — | 5.93× |
| 过去12个月自由现金流最近4个季度 | $174.0M | $1.5B |
8季度趋势，按日历期对齐
经营现金流ADNTAPTV
| Q4 25 | $80.0M | $818.0M | ||
| Q3 25 | $213.0M | $584.0M | ||
| Q2 25 | $172.0M | $510.0M | ||
| Q1 25 | $-45.0M | $273.0M | ||
| Q4 24 | $109.0M | $1.1B | ||
| Q3 24 | $263.0M | $499.0M | ||
| Q2 24 | $158.0M | $643.0M | ||
| Q1 24 | $81.0M | $244.0M |
自由现金流ADNTAPTV
| Q4 25 | $15.0M | $651.0M | ||
| Q3 25 | $134.0M | $441.0M | ||
| Q2 25 | $115.0M | $361.0M | ||
| Q1 25 | $-90.0M | $76.0M | ||
| Q4 24 | $45.0M | $894.0M | ||
| Q3 24 | $191.0M | $326.0M | ||
| Q2 24 | $88.0M | $417.0M | ||
| Q1 24 | $12.0M | $-21.0M |
自由现金流率ADNTAPTV
| Q4 25 | 0.4% | 12.6% | ||
| Q3 25 | 3.6% | 8.5% | ||
| Q2 25 | 3.1% | 6.9% | ||
| Q1 25 | -2.5% | 1.6% | ||
| Q4 24 | 1.3% | 18.2% | ||
| Q3 24 | 5.4% | 6.7% | ||
| Q2 24 | 2.4% | 8.3% | ||
| Q1 24 | 0.3% | -0.4% |
资本支出强度ADNTAPTV
| Q4 25 | 1.8% | 3.2% | ||
| Q3 25 | 2.1% | 2.7% | ||
| Q2 25 | 1.5% | 2.9% | ||
| Q1 25 | 1.2% | 4.1% | ||
| Q4 24 | 1.8% | 3.4% | ||
| Q3 24 | 2.0% | 3.6% | ||
| Q2 24 | 1.9% | 4.5% | ||
| Q1 24 | 1.8% | 5.4% |
现金转化率ADNTAPTV
| Q4 25 | — | 5.93× | ||
| Q3 25 | 11.83× | — | ||
| Q2 25 | 4.78× | 1.30× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.96× | ||
| Q3 24 | 3.33× | 1.37× | ||
| Q2 24 | — | 0.69× | ||
| Q1 24 | — | 1.12× |
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
ADNT
暂无分部数据
APTV
| Electrical Distribution Systems | $2.3B | 45% |
| Engineered Components Group | $1.4B | 28% |
| Active Safety | $716.0M | 14% |
| User Experience And Other | $564.0M | 11% |
| Smart Vehicle Compute And Software | $154.0M | 3% |
