vs
安道拓（ADNT）与波音（BA）财务数据对比。点击上方公司名可切换其他公司
波音的季度营收约是安道拓的6.1倍（$22.2B vs $3.6B）。波音净利率更高（-0.0% vs -0.6%，领先0.6%）。波音同比增速更快（14.0% vs 4.3%）。安道拓自由现金流更多（$15.0M vs $-1.5B）。过去两年波音的营收复合增速更高（14.8% 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。
波音公司是美国跨国航空航天企业，1916年成立，业务覆盖民用飞机、旋翼机、火箭、卫星、导弹的设计、制造与全球销售，同时提供租赁及产品配套支持服务。作为全球头部航空航天制造商，按2022年营收计为全球第四大国防承包商，也是美国按金额计算的最大出口企业。
ADNT vs BA — 直观对比
营收规模更大
BA
是对方的6.1倍
$3.6B
营收增速更快
BA
高出9.7%
4.3%
净利率更高
BA
高出0.6%
-0.6%
自由现金流更多
ADNT
多$1.5B
$-1.5B
两年增速更快
BA
近两年复合增速
-1.4%
损益表 — Q1 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $3.6B | $22.2B |
| 净利润 | $-22.0M | $-7.0M |
| 毛利率 | 6.0% | — |
| 营业利润率 | 1.1% | 2.0% |
| 净利率 | -0.6% | -0.0% |
| 营收同比 | 4.3% | 14.0% |
| 净利润同比 | — | 77.4% |
| 每股收益（稀释后） | $-0.28 | $-0.11 |
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ADNTBA
| Q1 26 | — | $22.2B | ||
| Q4 25 | $3.6B | $23.9B | ||
| Q3 25 | $3.7B | $23.3B | ||
| Q2 25 | $3.7B | $22.7B | ||
| Q1 25 | $3.6B | $19.5B | ||
| Q4 24 | $3.5B | $15.2B | ||
| Q3 24 | $3.6B | $17.8B | ||
| Q2 24 | $3.7B | $16.9B |
净利润ADNTBA
| Q1 26 | — | $-7.0M | ||
| Q4 25 | $-22.0M | $8.2B | ||
| Q3 25 | $18.0M | $-5.3B | ||
| Q2 25 | $36.0M | $-611.0M | ||
| Q1 25 | $-335.0M | $-37.0M | ||
| Q4 24 | $0 | $-3.9B | ||
| Q3 24 | $79.0M | $-6.2B | ||
| Q2 24 | $-11.0M | $-1.4B |
毛利率ADNTBA
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 7.6% | ||
| Q3 25 | 6.7% | -10.2% | ||
| Q2 25 | 6.3% | 10.7% | ||
| Q1 25 | 7.2% | 12.4% | ||
| Q4 24 | 6.2% | -10.4% | ||
| Q3 24 | 6.9% | -19.7% | ||
| Q2 24 | 5.6% | 7.3% |
营业利润率ADNTBA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 1.1% | 36.7% | ||
| Q3 25 | 1.7% | -20.5% | ||
| Q2 25 | 1.8% | -0.8% | ||
| Q1 25 | -7.3% | 2.4% | ||
| Q4 24 | 1.3% | -24.7% | ||
| Q3 24 | 1.8% | -32.3% | ||
| Q2 24 | 1.2% | -6.5% |
净利率ADNTBA
| Q1 26 | — | -0.0% | ||
| Q4 25 | -0.6% | 34.3% | ||
| Q3 25 | 0.5% | -22.9% | ||
| Q2 25 | 1.0% | -2.7% | ||
| Q1 25 | -9.3% | -0.2% | ||
| Q4 24 | — | -25.4% | ||
| Q3 24 | 2.2% | -34.6% | ||
| Q2 24 | -0.3% | -8.5% |
每股收益（稀释后）ADNTBA
| Q1 26 | — | $-0.11 | ||
| Q4 25 | $-0.28 | $10.70 | ||
| Q3 25 | $0.17 | $-7.14 | ||
| Q2 25 | $0.43 | $-0.92 | ||
| Q1 25 | $-3.99 | $-0.16 | ||
| Q4 24 | $0.00 | $-5.50 | ||
| Q3 24 | $0.88 | $-9.97 | ||
| Q2 24 | $-0.12 | $-2.33 |
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 | — | $9.4B |
| 总债务越低越好 | $2.4B | $44.4B |
| 股东权益账面价值 | $1.7B | $6.0B |
| 总资产 | $8.8B | $164.8B |
| 负债/权益比越低杠杆越低 | 1.37× | 7.41× |
8季度趋势，按日历期对齐
现金及短期投资ADNTBA
| Q1 26 | — | $9.4B | ||
| Q4 25 | — | $29.4B | ||
| Q3 25 | — | $23.0B | ||
| Q2 25 | — | $23.0B | ||
| Q1 25 | — | $23.7B | ||
| Q4 24 | — | $26.3B | ||
| Q3 24 | — | $10.5B | ||
| Q2 24 | — | $12.6B |
总债务ADNTBA
| Q1 26 | — | $44.4B | ||
| Q4 25 | $2.4B | $45.6B | ||
| Q3 25 | $2.4B | $44.6B | ||
| Q2 25 | $2.4B | $44.6B | ||
| Q1 25 | $2.4B | $45.7B | ||
| Q4 24 | $2.4B | $52.6B | ||
| Q3 24 | $2.4B | $53.2B | ||
| Q2 24 | $2.4B | $53.2B |
股东权益ADNTBA
| Q1 26 | — | $6.0B | ||
| Q4 25 | $1.7B | $5.5B | ||
| Q3 25 | $1.8B | $-8.3B | ||
| Q2 25 | $1.8B | $-3.3B | ||
| Q1 25 | $1.7B | $-3.3B | ||
| Q4 24 | $1.9B | $-3.9B | ||
| Q3 24 | $2.1B | $-23.6B | ||
| Q2 24 | $1.9B | $-18.0B |
总资产ADNTBA
| Q1 26 | — | $164.8B | ||
| Q4 25 | $8.8B | $168.2B | ||
| Q3 25 | $9.0B | $150.0B | ||
| Q2 25 | $8.8B | $155.1B | ||
| Q1 25 | $8.6B | $156.5B | ||
| Q4 24 | $8.5B | $156.4B | ||
| Q3 24 | $9.4B | $137.7B | ||
| Q2 24 | $9.1B | $142.7B |
负债/权益比ADNTBA
| Q1 26 | — | 7.41× | ||
| Q4 25 | 1.37× | 8.37× | ||
| Q3 25 | 1.35× | — | ||
| Q2 25 | 1.34× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.28× | — | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.24× | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $15.0M | $-1.5B |
| 自由现金流率自由现金流/营收 | 0.4% | -6.5% |
| 资本支出强度资本支出/营收 | 1.8% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $174.0M | $-1.0B |
8季度趋势，按日历期对齐
经营现金流ADNTBA
| Q1 26 | — | — | ||
| Q4 25 | $80.0M | $1.3B | ||
| Q3 25 | $213.0M | $1.1B | ||
| Q2 25 | $172.0M | $227.0M | ||
| Q1 25 | $-45.0M | $-1.6B | ||
| Q4 24 | $109.0M | $-3.5B | ||
| Q3 24 | $263.0M | $-1.3B | ||
| Q2 24 | $158.0M | $-3.9B |
自由现金流ADNTBA
| Q1 26 | — | $-1.5B | ||
| Q4 25 | $15.0M | $375.0M | ||
| Q3 25 | $134.0M | $238.0M | ||
| Q2 25 | $115.0M | $-200.0M | ||
| Q1 25 | $-90.0M | $-2.3B | ||
| Q4 24 | $45.0M | $-4.1B | ||
| Q3 24 | $191.0M | $-2.0B | ||
| Q2 24 | $88.0M | $-4.3B |
自由现金流率ADNTBA
| Q1 26 | — | -6.5% | ||
| Q4 25 | 0.4% | 1.6% | ||
| Q3 25 | 3.6% | 1.0% | ||
| Q2 25 | 3.1% | -0.9% | ||
| Q1 25 | -2.5% | -11.7% | ||
| Q4 24 | 1.3% | -26.9% | ||
| Q3 24 | 5.4% | -11.0% | ||
| Q2 24 | 2.4% | -25.7% |
资本支出强度ADNTBA
| Q1 26 | — | — | ||
| Q4 25 | 1.8% | 4.0% | ||
| Q3 25 | 2.1% | 3.8% | ||
| Q2 25 | 1.5% | 1.9% | ||
| Q1 25 | 1.2% | 3.5% | ||
| Q4 24 | 1.8% | 4.3% | ||
| Q3 24 | 2.0% | 3.4% | ||
| Q2 24 | 1.9% | 2.4% |
现金转化率ADNTBA
| Q1 26 | — | — | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | 11.83× | — | ||
| Q2 25 | 4.78× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.33× | — | ||
| Q2 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
ADNT
暂无分部数据
BA
| Commercial Airplanes | $9.2B | 41% |
| Defense, Space & Security | $7.6B | 34% |
| Global Services | $5.4B | 24% |
