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Aeva Technologies, Inc.(AEVA)与艾里逊变速箱控股公司(ALSN)财务数据对比。点击上方公司名可切换其他公司
艾里逊变速箱控股公司的季度营收约是Aeva Technologies, Inc.的131.1倍($737.0M vs $5.6M)。艾里逊变速箱控股公司净利率更高(13.4% vs -450.3%,领先463.8%)。Aeva Technologies, Inc.同比增速更快(108.5% vs -7.4%)。艾里逊变速箱控股公司自由现金流更多($169.0M vs $-23.7M)。过去两年Aeva Technologies, Inc.的营收复合增速更高(63.3% vs -3.4%)
埃文 Technologies 是一家上市美国企业,专注于激光雷达等传感硬件与感知软件开发,总部位于加利福尼亚州山景城。公司面向车辆自动驾驶、计量检测与工业自动化领域,提供专业的传感及感知解决方案。
艾里逊变速箱控股公司是美国商用自动变速箱及混合动力推进系统生产商,产品获全球250余家整车厂商指定采用,广泛应用于公交、环卫、消防、工程建设、物流配送、军工等多个领域及特种作业场景。
AEVA vs ALSN — 直观对比
营收规模更大
ALSN
是对方的131.1倍
$5.6M
营收增速更快
AEVA
高出115.9%
-7.4%
净利率更高
ALSN
高出463.8%
-450.3%
自由现金流更多
ALSN
多$192.7M
$-23.7M
两年增速更快
AEVA
近两年复合增速
-3.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $5.6M | $737.0M |
| 净利润 | $-25.3M | $99.0M |
| 毛利率 | 23.5% | 48.0% |
| 营业利润率 | -517.6% | 23.2% |
| 净利率 | -450.3% | 13.4% |
| 营收同比 | 108.5% | -7.4% |
| 净利润同比 | 30.0% | -43.4% |
| 每股收益(稀释后) | $2.10 | $1.18 |
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
AEVA
ALSN
| Q4 25 | $5.6M | $737.0M | ||
| Q3 25 | $3.6M | $693.0M | ||
| Q2 25 | $5.5M | $814.0M | ||
| Q1 25 | $3.4M | $766.0M | ||
| Q4 24 | $2.7M | $796.0M | ||
| Q3 24 | $2.3M | $824.0M | ||
| Q2 24 | $2.0M | $816.0M | ||
| Q1 24 | $2.1M | $789.0M |
净利润
AEVA
ALSN
| Q4 25 | $-25.3M | $99.0M | ||
| Q3 25 | $107.5M | $137.0M | ||
| Q2 25 | $-192.7M | $195.0M | ||
| Q1 25 | $-34.9M | $192.0M | ||
| Q4 24 | $-36.1M | $175.0M | ||
| Q3 24 | $-37.4M | $200.0M | ||
| Q2 24 | $-43.4M | $187.0M | ||
| Q1 24 | $-35.3M | $169.0M |
毛利率
AEVA
ALSN
| Q4 25 | 23.5% | 48.0% | ||
| Q3 25 | 12.0% | 47.5% | ||
| Q2 25 | -49.4% | 49.4% | ||
| Q1 25 | 9.2% | 49.3% | ||
| Q4 24 | -30.7% | 46.9% | ||
| Q3 24 | -32.0% | 48.1% | ||
| Q2 24 | -42.1% | 48.3% | ||
| Q1 24 | -66.1% | 46.4% |
营业利润率
AEVA
ALSN
| Q4 25 | -517.6% | 23.2% | ||
| Q3 25 | -926.5% | 29.4% | ||
| Q2 25 | -633.7% | 31.4% | ||
| Q1 25 | -903.1% | 32.5% | ||
| Q4 24 | -1270.0% | 29.5% | ||
| Q3 24 | -1683.4% | 31.6% | ||
| Q2 24 | -2431.1% | 32.2% | ||
| Q1 24 | -1772.4% | 29.7% |
净利率
AEVA
ALSN
| Q4 25 | -450.3% | 13.4% | ||
| Q3 25 | 3003.5% | 19.8% | ||
| Q2 25 | -3497.4% | 24.0% | ||
| Q1 25 | -1035.2% | 25.1% | ||
| Q4 24 | -1340.7% | 22.0% | ||
| Q3 24 | -1662.0% | 24.3% | ||
| Q2 24 | -2156.7% | 22.9% | ||
| Q1 24 | -1676.6% | 21.4% |
每股收益(稀释后)
AEVA
ALSN
| Q4 25 | $2.10 | $1.18 | ||
| Q3 25 | $-0.52 | $1.63 | ||
| Q2 25 | $-3.49 | $2.29 | ||
| Q1 25 | $-0.64 | $2.23 | ||
| Q4 24 | $-0.66 | $2.01 | ||
| Q3 24 | $-0.70 | $2.27 | ||
| Q2 24 | $-0.82 | $2.13 | ||
| Q1 24 | $-0.67 | $1.90 |
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 | $121.9M | $1.5B |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $13.2M | $1.9B |
| 总资产 | $179.7M | $6.1B |
| 负债/权益比越低杠杆越低 | — | 1.56× |
8季度趋势,按日历期对齐
现金及短期投资
AEVA
ALSN
| Q4 25 | $121.9M | $1.5B | ||
| Q3 25 | $48.9M | $902.0M | ||
| Q2 25 | $49.8M | $778.0M | ||
| Q1 25 | $81.0M | $753.0M | ||
| Q4 24 | $112.0M | $781.0M | ||
| Q3 24 | $134.8M | $788.0M | ||
| Q2 24 | $160.2M | $648.0M | ||
| Q1 24 | $189.3M | $551.0M |
总债务
AEVA
ALSN
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.4B | ||
| Q1 24 | — | $2.4B |
股东权益
AEVA
ALSN
| Q4 25 | $13.2M | $1.9B | ||
| Q3 25 | $33.2M | $1.8B | ||
| Q2 25 | $-118.2M | $1.8B | ||
| Q1 25 | $68.8M | $1.7B | ||
| Q4 24 | $99.4M | $1.7B | ||
| Q3 24 | $129.3M | $1.6B | ||
| Q2 24 | $160.0M | $1.5B | ||
| Q1 24 | $198.2M | $1.3B |
总资产
AEVA
ALSN
| Q4 25 | $179.7M | $6.1B | ||
| Q3 25 | $92.8M | $5.5B | ||
| Q2 25 | $91.1M | $5.4B | ||
| Q1 25 | $114.5M | $5.4B | ||
| Q4 24 | $147.5M | $5.3B | ||
| Q3 24 | $169.1M | $5.4B | ||
| Q2 24 | $198.1M | $5.2B | ||
| Q1 24 | $224.8M | $5.1B |
负债/权益比
AEVA
ALSN
| Q4 25 | — | 1.56× | ||
| Q3 25 | — | 1.31× | ||
| Q2 25 | — | 1.38× | ||
| Q1 25 | — | 1.45× | ||
| Q4 24 | — | 1.46× | ||
| Q3 24 | — | 1.49× | ||
| Q2 24 | — | 1.63× | ||
| Q1 24 | — | 1.80× |
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 | $-22.1M | $243.0M |
| 自由现金流经营现金流 - 资本支出 | $-23.7M | $169.0M |
| 自由现金流率自由现金流/营收 | -420.9% | 22.9% |
| 资本支出强度资本支出/营收 | 26.9% | 10.0% |
| 现金转化率经营现金流/净利润 | — | 2.45× |
| 过去12个月自由现金流最近4个季度 | $-119.7M | $661.0M |
8季度趋势,按日历期对齐
经营现金流
AEVA
ALSN
| Q4 25 | $-22.1M | $243.0M | ||
| Q3 25 | $-32.3M | $228.0M | ||
| Q2 25 | $-29.8M | $184.0M | ||
| Q1 25 | $-30.8M | $181.0M | ||
| Q4 24 | $-20.9M | $211.0M | ||
| Q3 24 | $-25.9M | $246.0M | ||
| Q2 24 | $-29.2M | $171.0M | ||
| Q1 24 | $-31.0M | $173.0M |
自由现金流
AEVA
ALSN
| Q4 25 | $-23.7M | $169.0M | ||
| Q3 25 | $-33.6M | $184.0M | ||
| Q2 25 | $-31.2M | $153.0M | ||
| Q1 25 | $-31.3M | $155.0M | ||
| Q4 24 | $-23.0M | $136.0M | ||
| Q3 24 | $-26.4M | $210.0M | ||
| Q2 24 | $-29.9M | $150.0M | ||
| Q1 24 | $-32.6M | $162.0M |
自由现金流率
AEVA
ALSN
| Q4 25 | -420.9% | 22.9% | ||
| Q3 25 | -938.4% | 26.6% | ||
| Q2 25 | -566.0% | 18.8% | ||
| Q1 25 | -927.9% | 20.2% | ||
| Q4 24 | -854.5% | 17.1% | ||
| Q3 24 | -1174.7% | 25.5% | ||
| Q2 24 | -1488.3% | 18.4% | ||
| Q1 24 | -1547.7% | 20.5% |
资本支出强度
AEVA
ALSN
| Q4 25 | 26.9% | 10.0% | ||
| Q3 25 | 35.6% | 6.3% | ||
| Q2 25 | 24.8% | 3.8% | ||
| Q1 25 | 13.6% | 3.4% | ||
| Q4 24 | 79.3% | 9.4% | ||
| Q3 24 | 24.1% | 4.4% | ||
| Q2 24 | 38.7% | 2.6% | ||
| Q1 24 | 78.2% | 1.4% |
现金转化率
AEVA
ALSN
| Q4 25 | — | 2.45× | ||
| Q3 25 | -0.30× | 1.66× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | — | 1.21× | ||
| Q3 24 | — | 1.23× | ||
| Q2 24 | — | 0.91× | ||
| Q1 24 | — | 1.02× |
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
AEVA
暂无分部数据
ALSN
| North America On Highway | $361.0M | 49% |
| Service Parts Support Equipment And Other | $160.0M | 22% |
| Outside North America On Highway | $131.0M | 18% |
| Defense | $73.0M | 10% |
| Global Off-Highway | $12.0M | 2% |