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ADVANCED ENERGY INDUSTRIES INC（AEIS）与安费诺（APH）财务数据对比。点击上方公司名可切换其他公司
安费诺的季度营收约是ADVANCED ENERGY INDUSTRIES INC的13.2倍（$6.4B vs $489.4M）。安费诺净利率更高（18.6% vs 10.7%，领先7.9%）。安费诺同比增速更快（49.1% vs 17.8%）。安费诺自由现金流更多（$1.5B vs $43.0M）。过去两年安费诺的营收复合增速更高（40.6% vs 22.2%）
Advanced Energy Industries是总部位于美国科罗拉多州丹佛市的跨国科技企业，专注研发精密电源转换、测量及控制技术，相关技术广泛应用于半导体、平板显示、数据存储、通信网络设备、工业涂层、医疗设备、太阳能电池、建筑玻璃等领域的生产制造环节。
安费诺是一家总部位于美国的电子零部件制造企业，核心产品涵盖电子连接器、光纤连接器、同轴电缆等各类线缆及互连系统，是全球互连解决方案领域的主流供应商，品牌名称源自其前身American Phenolic Corp的名称缩写组合。
AEIS vs APH — 直观对比
营收规模更大
APH
是对方的13.2倍
$489.4M
营收增速更快
APH
高出31.3%
17.8%
净利率更高
APH
高出7.9%
10.7%
自由现金流更多
APH
多$1.4B
$43.0M
两年增速更快
APH
近两年复合增速
22.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $489.4M | $6.4B |
| 净利润 | $52.3M | $1.2B |
| 毛利率 | 38.6% | 38.2% |
| 营业利润率 | 11.6% | 26.8% |
| 净利率 | 10.7% | 18.6% |
| 营收同比 | 17.8% | 49.1% |
| 净利润同比 | 7.4% | 60.2% |
| 每股收益（稀释后） | $1.32 | $0.93 |
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AEISAPH
| Q4 25 | $489.4M | $6.4B | ||
| Q3 25 | $463.3M | $6.2B | ||
| Q2 25 | $441.5M | $5.7B | ||
| Q1 25 | $404.6M | $4.8B | ||
| Q4 24 | $415.4M | $4.3B | ||
| Q3 24 | $374.2M | $4.0B | ||
| Q2 24 | $364.9M | $3.6B | ||
| Q1 24 | $327.5M | $3.3B |
净利润AEISAPH
| Q4 25 | $52.3M | $1.2B | ||
| Q3 25 | $46.2M | $1.2B | ||
| Q2 25 | $25.2M | $1.1B | ||
| Q1 25 | $24.7M | $737.8M | ||
| Q4 24 | $48.7M | $746.1M | ||
| Q3 24 | $-14.9M | $604.4M | ||
| Q2 24 | $15.0M | $524.8M | ||
| Q1 24 | $5.4M | $548.7M |
毛利率AEISAPH
| Q4 25 | 38.6% | 38.2% | ||
| Q3 25 | 37.6% | 38.1% | ||
| Q2 25 | 37.0% | 36.3% | ||
| Q1 25 | 37.2% | 34.2% | ||
| Q4 24 | 37.2% | 34.3% | ||
| Q3 24 | 35.8% | 33.6% | ||
| Q2 24 | 35.0% | 33.6% | ||
| Q1 24 | 34.5% | 33.4% |
营业利润率AEISAPH
| Q4 25 | 11.6% | 26.8% | ||
| Q3 25 | 10.6% | 27.5% | ||
| Q2 25 | 7.2% | 25.1% | ||
| Q1 25 | 7.6% | 21.3% | ||
| Q4 24 | 8.2% | 22.1% | ||
| Q3 24 | -3.0% | 20.3% | ||
| Q2 24 | 3.6% | 19.4% | ||
| Q1 24 | 0.2% | 21.0% |
净利率AEISAPH
| Q4 25 | 10.7% | 18.6% | ||
| Q3 25 | 10.0% | 20.1% | ||
| Q2 25 | 5.7% | 19.3% | ||
| Q1 25 | 6.1% | 15.3% | ||
| Q4 24 | 11.7% | 17.3% | ||
| Q3 24 | -4.0% | 15.0% | ||
| Q2 24 | 4.1% | 14.5% | ||
| Q1 24 | 1.6% | 16.9% |
每股收益（稀释后）AEISAPH
| Q4 25 | $1.32 | $0.93 | ||
| Q3 25 | $1.20 | $0.97 | ||
| Q2 25 | $0.67 | $0.86 | ||
| Q1 25 | $0.65 | $0.58 | ||
| Q4 24 | $1.29 | $0.16 | ||
| Q3 24 | $-0.40 | $0.48 | ||
| Q2 24 | $0.40 | $0.41 | ||
| Q1 24 | $0.14 | $0.87 |
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 | $791.2M | $11.4B |
| 总债务越低越好 | $567.5M | $14.6B |
| 股东权益账面价值 | $1.4B | $13.4B |
| 总资产 | $2.5B | $36.2B |
| 负债/权益比越低杠杆越低 | 0.42× | 1.09× |
8季度趋势，按日历期对齐
现金及短期投资AEISAPH
| Q4 25 | $791.2M | $11.4B | ||
| Q3 25 | $758.6M | $3.9B | ||
| Q2 25 | $713.5M | $3.2B | ||
| Q1 25 | $723.0M | $1.7B | ||
| Q4 24 | $722.1M | $3.3B | ||
| Q3 24 | $657.3M | $1.6B | ||
| Q2 24 | $986.1M | $1.3B | ||
| Q1 24 | $1.0B | $2.0B |
总债务AEISAPH
| Q4 25 | $567.5M | $14.6B | ||
| Q3 25 | — | $7.1B | ||
| Q2 25 | — | $7.1B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | $564.7M | $6.5B | ||
| Q3 24 | $564.0M | $5.1B | ||
| Q2 24 | $907.3M | $5.0B | ||
| Q1 24 | $911.5M | $3.6B |
股东权益AEISAPH
| Q4 25 | $1.4B | $13.4B | ||
| Q3 25 | $1.3B | $12.5B | ||
| Q2 25 | $1.3B | $11.5B | ||
| Q1 25 | $1.2B | $10.3B | ||
| Q4 24 | $1.2B | $9.8B | ||
| Q3 24 | $1.2B | $9.5B | ||
| Q2 24 | $1.2B | $9.0B | ||
| Q1 24 | $1.1B | $8.7B |
总资产AEISAPH
| Q4 25 | $2.5B | $36.2B | ||
| Q3 25 | $2.4B | $27.1B | ||
| Q2 25 | $2.4B | $25.7B | ||
| Q1 25 | $2.3B | $22.9B | ||
| Q4 24 | $2.3B | $21.4B | ||
| Q3 24 | $2.2B | $19.6B | ||
| Q2 24 | $2.5B | $18.6B | ||
| Q1 24 | $2.5B | $16.7B |
负债/权益比AEISAPH
| Q4 25 | 0.42× | 1.09× | ||
| Q3 25 | — | 0.57× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | 0.47× | 0.66× | ||
| Q3 24 | 0.48× | 0.54× | ||
| Q2 24 | 0.78× | 0.56× | ||
| Q1 24 | 0.80× | 0.41× |
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 | $80.5M | $1.7B |
| 自由现金流经营现金流 - 资本支出 | $43.0M | $1.5B |
| 自由现金流率自由现金流/营收 | 8.8% | 22.8% |
| 资本支出强度资本支出/营收 | 7.7% | 3.9% |
| 现金转化率经营现金流/净利润 | 1.54× | 1.44× |
| 过去12个月自由现金流最近4个季度 | $125.9M | $4.4B |
8季度趋势，按日历期对齐
经营现金流AEISAPH
| Q4 25 | $80.5M | $1.7B | ||
| Q3 25 | $78.7M | $1.5B | ||
| Q2 25 | $45.2M | $1.4B | ||
| Q1 25 | $28.9M | $764.9M | ||
| Q4 24 | $82.7M | $847.1M | ||
| Q3 24 | $34.1M | $704.0M | ||
| Q2 24 | $6.7M | $664.1M | ||
| Q1 24 | $7.3M | $599.5M |
自由现金流AEISAPH
| Q4 25 | $43.0M | $1.5B | ||
| Q3 25 | $50.8M | $1.2B | ||
| Q2 25 | $17.1M | $1.1B | ||
| Q1 25 | $15.0M | $576.3M | ||
| Q4 24 | $69.9M | $647.3M | ||
| Q3 24 | $21.4M | $474.0M | ||
| Q2 24 | $-8.1M | $522.8M | ||
| Q1 24 | $-9.3M | $505.2M |
自由现金流率AEISAPH
| Q4 25 | 8.8% | 22.8% | ||
| Q3 25 | 11.0% | 19.6% | ||
| Q2 25 | 3.9% | 19.8% | ||
| Q1 25 | 3.7% | 12.0% | ||
| Q4 24 | 16.8% | 15.0% | ||
| Q3 24 | 5.7% | 11.7% | ||
| Q2 24 | -2.2% | 14.5% | ||
| Q1 24 | -2.9% | 15.5% |
资本支出强度AEISAPH
| Q4 25 | 7.7% | 3.9% | ||
| Q3 25 | 6.0% | 4.2% | ||
| Q2 25 | 6.4% | 5.3% | ||
| Q1 25 | 3.4% | 3.9% | ||
| Q4 24 | 3.1% | 4.6% | ||
| Q3 24 | 3.4% | 5.7% | ||
| Q2 24 | 4.0% | 3.9% | ||
| Q1 24 | 5.1% | 2.9% |
现金转化率AEISAPH
| Q4 25 | 1.54× | 1.44× | ||
| Q3 25 | 1.70× | 1.18× | ||
| Q2 25 | 1.79× | 1.30× | ||
| Q1 25 | 1.17× | 1.04× | ||
| Q4 24 | 1.70× | 1.14× | ||
| Q3 24 | — | 1.16× | ||
| Q2 24 | 0.45× | 1.27× | ||
| Q1 24 | 1.35× | 1.09× |
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
AEIS
| Semiconductor Equipment | $211.6M | 43% |
| Data Center Computing | $177.9M | 36% |
| Industrial And Medical | $78.2M | 16% |
| Telecom And Networking | $21.7M | 4% |
APH
| Communications Solutions Segment | $3.5B | 54% |
| Harsh Environment Solutions Segment | $1.7B | 26% |
| Sales Channel Through Intermediary | $1.4B | 21% |
