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安道拓（ADNT）与Smurfit Westrock（SW）财务数据对比。点击上方公司名可切换其他公司
Smurfit Westrock的季度营收约是安道拓的2.0倍（$7.7B vs $3.9B），安道拓净利率更高（1.1% vs 0.8%，领先0.3%），安道拓同比增速更快（7.0% vs 0.7%），过去两年Smurfit Westrock的营收复合增速更高（61.2% vs 2.0%）
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。
Smurfit Westrock plc是总部位于爱尔兰都柏林的企业，核心业务为生产瓦楞包装及各类纸制包装产品，公司股票同时在纽约证券交易所和伦敦证券交易所挂牌上市。
ADNT vs SW — 直观对比
营收规模更大
SW
是对方的2.0倍
$3.9B
营收增速更快
ADNT
高出6.3%
0.7%
净利率更高
ADNT
高出0.3%
0.8%
两年增速更快
SW
近两年复合增速
2.0%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.9B | $7.7B |
| 净利润 | $44.0M | $63.0M |
| 毛利率 | 6.6% | 16.4% |
| 营业利润率 | — | 3.3% |
| 净利率 | 1.1% | 0.8% |
| 营收同比 | 7.0% | 0.7% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.34 | $0.12 |
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ADNTSW
| Q1 26 | $3.9B | $7.7B | ||
| Q4 25 | $3.6B | $7.6B | ||
| Q3 25 | $3.7B | $8.0B | ||
| Q2 25 | $3.7B | $7.9B | ||
| Q1 25 | $3.6B | $7.7B | ||
| Q4 24 | $3.5B | $7.5B | ||
| Q3 24 | $3.6B | $7.7B | ||
| Q2 24 | $3.7B | $3.0B |
净利润ADNTSW
| Q1 26 | $44.0M | $63.0M | ||
| Q4 25 | $-22.0M | $97.0M | ||
| Q3 25 | $18.0M | $246.0M | ||
| Q2 25 | $36.0M | $-28.0M | ||
| Q1 25 | $-335.0M | $384.0M | ||
| Q4 24 | $0 | $146.0M | ||
| Q3 24 | $79.0M | $-150.0M | ||
| Q2 24 | $-11.0M | $132.0M |
毛利率ADNTSW
| Q1 26 | 6.6% | 16.4% | ||
| Q4 25 | 6.0% | 18.2% | ||
| Q3 25 | 6.7% | 19.6% | ||
| Q2 25 | 6.3% | 19.1% | ||
| Q1 25 | 7.2% | 20.6% | ||
| Q4 24 | 6.2% | 19.1% | ||
| Q3 24 | 6.9% | 17.6% | ||
| Q2 24 | 5.6% | 23.3% |
营业利润率ADNTSW
| Q1 26 | — | 3.3% | ||
| Q4 25 | 1.1% | 5.1% | ||
| Q3 25 | 1.7% | 6.6% | ||
| Q2 25 | 1.8% | 3.2% | ||
| Q1 25 | -7.3% | 7.2% | ||
| Q4 24 | 1.3% | 5.3% | ||
| Q3 24 | 1.8% | 0.7% | ||
| Q2 24 | 1.2% | 8.2% |
净利率ADNTSW
| Q1 26 | 1.1% | 0.8% | ||
| Q4 25 | -0.6% | 1.3% | ||
| Q3 25 | 0.5% | 3.1% | ||
| Q2 25 | 1.0% | -0.4% | ||
| Q1 25 | -9.3% | 5.0% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | 2.2% | -2.0% | ||
| Q2 24 | -0.3% | 4.4% |
每股收益（稀释后）ADNTSW
| Q1 26 | $0.34 | $0.12 | ||
| Q4 25 | $-0.28 | $0.18 | ||
| Q3 25 | $0.17 | $0.47 | ||
| Q2 25 | $0.43 | $-0.05 | ||
| Q1 25 | $-3.99 | $0.73 | ||
| Q4 24 | $0.00 | $-0.12 | ||
| Q3 24 | $0.88 | $-0.30 | ||
| Q2 24 | $-0.12 | $0.51 |
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 | $831.0M | — |
| 总债务越低越好 | $2.4B | $980.0M |
| 股东权益账面价值 | — | $18.1B |
| 总资产 | $9.0B | $45.2B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资ADNTSW
| Q1 26 | $831.0M | — | ||
| Q4 25 | — | $892.0M | ||
| Q3 25 | — | $851.0M | ||
| Q2 25 | — | $778.0M | ||
| Q1 25 | — | $797.0M | ||
| Q4 24 | — | $855.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $26.8K |
总债务ADNTSW
| Q1 26 | $2.4B | $980.0M | ||
| Q4 25 | $2.4B | $13.4B | ||
| Q3 25 | $2.4B | $13.3B | ||
| Q2 25 | $2.4B | $13.3B | ||
| Q1 25 | $2.4B | $12.9B | ||
| Q4 24 | $2.4B | $12.5B | ||
| Q3 24 | $2.4B | $13.2B | ||
| Q2 24 | $2.4B | — |
股东权益ADNTSW
| Q1 26 | — | $18.1B | ||
| Q4 25 | $1.7B | $18.3B | ||
| Q3 25 | $1.8B | $18.4B | ||
| Q2 25 | $1.8B | $18.3B | ||
| Q1 25 | $1.7B | $17.9B | ||
| Q4 24 | $1.9B | $17.4B | ||
| Q3 24 | $2.1B | $18.0B | ||
| Q2 24 | $1.9B | $14.5K |
总资产ADNTSW
| Q1 26 | $9.0B | $45.2B | ||
| Q4 25 | $8.8B | $45.2B | ||
| Q3 25 | $9.0B | $45.6B | ||
| Q2 25 | $8.8B | $45.7B | ||
| Q1 25 | $8.6B | $44.6B | ||
| Q4 24 | $8.5B | $43.8B | ||
| Q3 24 | $9.4B | $45.0B | ||
| Q2 24 | $9.1B | $26.8K |
负债/权益比ADNTSW
| Q1 26 | — | 0.05× | ||
| Q4 25 | 1.37× | 0.73× | ||
| Q3 25 | 1.35× | 0.72× | ||
| Q2 25 | 1.34× | 0.73× | ||
| Q1 25 | 1.44× | 0.72× | ||
| Q4 24 | 1.28× | 0.72× | ||
| Q3 24 | 1.12× | 0.73× | ||
| 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 | — | $204.0M |
| 自由现金流经营现金流 - 资本支出 | $8.0M | — |
| 自由现金流率自由现金流/营收 | 0.2% | — |
| 资本支出强度资本支出/营收 | 1.9% | — |
| 现金转化率经营现金流/净利润 | — | 3.24× |
| 过去12个月自由现金流最近4个季度 | $272.0M | — |
8季度趋势，按日历期对齐
经营现金流ADNTSW
| Q1 26 | — | $204.0M | ||
| Q4 25 | $80.0M | $1.2B | ||
| Q3 25 | $213.0M | $1.1B | ||
| Q2 25 | $172.0M | $829.0M | ||
| Q1 25 | $-45.0M | $235.0M | ||
| Q4 24 | $109.0M | $781.0M | ||
| Q3 24 | $263.0M | $320.0M | ||
| Q2 24 | $158.0M | $340.0M |
自由现金流ADNTSW
| Q1 26 | $8.0M | — | ||
| Q4 25 | $15.0M | $612.0M | ||
| Q3 25 | $134.0M | $523.0M | ||
| Q2 25 | $115.0M | $307.0M | ||
| Q1 25 | $-90.0M | $-242.0M | ||
| Q4 24 | $45.0M | $212.0M | ||
| Q3 24 | $191.0M | $-192.0M | ||
| Q2 24 | $88.0M | $163.0M |
自由现金流率ADNTSW
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.4% | 8.1% | ||
| Q3 25 | 3.6% | 6.5% | ||
| Q2 25 | 3.1% | 3.9% | ||
| Q1 25 | -2.5% | -3.2% | ||
| Q4 24 | 1.3% | 2.8% | ||
| Q3 24 | 5.4% | -2.5% | ||
| Q2 24 | 2.4% | 5.5% |
资本支出强度ADNTSW
| Q1 26 | 1.9% | — | ||
| Q4 25 | 1.8% | 7.7% | ||
| Q3 25 | 2.1% | 7.6% | ||
| Q2 25 | 1.5% | 6.6% | ||
| Q1 25 | 1.2% | 6.2% | ||
| Q4 24 | 1.8% | 7.5% | ||
| Q3 24 | 2.0% | 6.7% | ||
| Q2 24 | 1.9% | 6.0% |
现金转化率ADNTSW
| Q1 26 | — | 3.24× | ||
| Q4 25 | — | 12.32× | ||
| Q3 25 | 11.83× | 4.61× | ||
| Q2 25 | 4.78× | — | ||
| Q1 25 | — | 0.61× | ||
| Q4 24 | — | 5.35× | ||
| Q3 24 | 3.33× | — | ||
| Q2 24 | — | 2.58× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
