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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与亚马逊（AMZN）财务数据对比。点击上方公司名可切换其他公司
亚马逊的季度营收约是APPLIED INDUSTRIAL TECHNOLOGIES INC的183.5倍（$213.4B vs $1.2B）。亚马逊净利率更高（9.9% vs 8.2%，领先1.7%）。亚马逊同比增速更快（13.6% vs 8.4%）。亚马逊自由现金流更多（$14.9B vs $93.4M）。过去两年亚马逊的营收复合增速更高（22.0% vs 0.7%）
AIT（Applied Industrial Technologies Inc）是总部位于美国的全球化上市工业企业，主营轴承、动力传动产品、工程级流体动力组件及系统、特种流量控制产品等工业用品分销，同时为工业及流体动力应用场景提供工程设计、系统集成及定制化配套服务。
亚马逊是全球知名的综合电商与科技企业，业务覆盖北美及全球多个地区，设有北美零售、国际零售、亚马逊云科技（AWS）三大业务板块。除运营线上线下零售渠道、提供消费商品售卖与订阅服务外，也为第三方卖家提供销售平台，还自主研发销售Kindle、Fire平板等电子设备。
AIT vs AMZN — 直观对比
营收规模更大
AMZN
是对方的183.5倍
$1.2B
营收增速更快
AMZN
高出5.2%
8.4%
净利率更高
AMZN
高出1.7%
8.2%
自由现金流更多
AMZN
多$14.8B
$93.4M
两年增速更快
AMZN
近两年复合增速
0.7%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $213.4B |
| 净利润 | $95.3M | $21.2B |
| 毛利率 | 30.4% | 48.5% |
| 营业利润率 | 10.6% | 11.7% |
| 净利率 | 8.2% | 9.9% |
| 营收同比 | 8.4% | 13.6% |
| 净利润同比 | 2.2% | 5.9% |
| 每股收益（稀释后） | $2.51 | $1.95 |
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AITAMZN
| Q4 25 | $1.2B | $213.4B | ||
| Q3 25 | $1.2B | $180.2B | ||
| Q2 25 | $1.2B | $167.7B | ||
| Q1 25 | $1.2B | $155.7B | ||
| Q4 24 | $1.1B | $187.8B | ||
| Q3 24 | $1.1B | $158.9B | ||
| Q2 24 | $1.2B | $148.0B | ||
| Q1 24 | $1.1B | $143.3B |
净利润AITAMZN
| Q4 25 | $95.3M | $21.2B | ||
| Q3 25 | $100.8M | $21.2B | ||
| Q2 25 | $107.8M | $18.2B | ||
| Q1 25 | $99.8M | $17.1B | ||
| Q4 24 | $93.3M | $20.0B | ||
| Q3 24 | $92.1M | $15.3B | ||
| Q2 24 | $103.5M | $13.5B | ||
| Q1 24 | $97.2M | $10.4B |
毛利率AITAMZN
| Q4 25 | 30.4% | 48.5% | ||
| Q3 25 | 30.1% | 50.8% | ||
| Q2 25 | 30.6% | 51.8% | ||
| Q1 25 | 30.5% | 50.6% | ||
| Q4 24 | 30.6% | 47.3% | ||
| Q3 24 | 29.6% | 49.0% | ||
| Q2 24 | 30.7% | 50.1% | ||
| Q1 24 | 29.5% | 49.3% |
营业利润率AITAMZN
| Q4 25 | 10.6% | 11.7% | ||
| Q3 25 | 10.8% | 9.7% | ||
| Q2 25 | 11.0% | 11.4% | ||
| Q1 25 | 11.1% | 11.8% | ||
| Q4 24 | 11.3% | 11.3% | ||
| Q3 24 | 10.3% | 11.0% | ||
| Q2 24 | 12.0% | 9.9% | ||
| Q1 24 | 10.6% | 10.7% |
净利率AITAMZN
| Q4 25 | 8.2% | 9.9% | ||
| Q3 25 | 8.4% | 11.8% | ||
| Q2 25 | 8.8% | 10.8% | ||
| Q1 25 | 8.6% | 11.0% | ||
| Q4 24 | 8.7% | 10.7% | ||
| Q3 24 | 8.4% | 9.6% | ||
| Q2 24 | 8.9% | 9.1% | ||
| Q1 24 | 8.5% | 7.3% |
每股收益（稀释后）AITAMZN
| Q4 25 | $2.51 | $1.95 | ||
| Q3 25 | $2.63 | $1.95 | ||
| Q2 25 | $2.80 | $1.68 | ||
| Q1 25 | $2.57 | $1.59 | ||
| Q4 24 | $2.39 | $1.86 | ||
| Q3 24 | $2.36 | $1.43 | ||
| Q2 24 | $2.64 | $1.26 | ||
| Q1 24 | $2.48 | $0.98 |
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 | $406.0M | $123.0B |
| 总债务越低越好 | — | $68.8B |
| 股东权益账面价值 | $1.9B | $411.1B |
| 总资产 | $3.2B | $818.0B |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资AITAMZN
| Q4 25 | $406.0M | $123.0B | ||
| Q3 25 | $418.7M | $94.2B | ||
| Q2 25 | $388.4M | $93.2B | ||
| Q1 25 | $352.8M | $94.6B | ||
| Q4 24 | $303.4M | $101.2B | ||
| Q3 24 | $538.5M | $88.1B | ||
| Q2 24 | $460.6M | $89.1B | ||
| Q1 24 | $456.5M | $85.1B |
总债务AITAMZN
| Q4 25 | — | $68.8B | ||
| Q3 25 | — | $55.1B | ||
| Q2 25 | — | $56.1B | ||
| Q1 25 | — | $58.8B | ||
| Q4 24 | — | $58.0B | ||
| Q3 24 | — | $60.5B | ||
| Q2 24 | — | $62.7B | ||
| Q1 24 | — | $66.9B |
股东权益AITAMZN
| Q4 25 | $1.9B | $411.1B | ||
| Q3 25 | $1.9B | $369.6B | ||
| Q2 25 | $1.8B | $333.8B | ||
| Q1 25 | $1.8B | $305.9B | ||
| Q4 24 | $1.8B | $286.0B | ||
| Q3 24 | $1.8B | $259.2B | ||
| Q2 24 | $1.7B | $236.4B | ||
| Q1 24 | $1.7B | $216.7B |
总资产AITAMZN
| Q4 25 | $3.2B | $818.0B | ||
| Q3 25 | $3.2B | $727.9B | ||
| Q2 25 | $3.2B | $682.2B | ||
| Q1 25 | $3.1B | $643.3B | ||
| Q4 24 | $3.0B | $624.9B | ||
| Q3 24 | $3.0B | $584.6B | ||
| Q2 24 | $3.0B | $554.8B | ||
| Q1 24 | $2.9B | $531.0B |
负债/权益比AITAMZN
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.27× | ||
| Q1 24 | — | 0.31× |
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 | $99.7M | $54.5B |
| 自由现金流经营现金流 - 资本支出 | $93.4M | $14.9B |
| 自由现金流率自由现金流/营收 | 8.0% | 7.0% |
| 资本支出强度资本支出/营收 | 0.5% | 18.5% |
| 现金转化率经营现金流/净利润 | 1.05× | 2.57× |
| 过去12个月自由现金流最近4个季度 | $458.5M | $7.7B |
8季度趋势，按日历期对齐
经营现金流AITAMZN
| Q4 25 | $99.7M | $54.5B | ||
| Q3 25 | $119.3M | $35.5B | ||
| Q2 25 | $147.0M | $32.5B | ||
| Q1 25 | $122.5M | $17.0B | ||
| Q4 24 | $95.1M | $45.6B | ||
| Q3 24 | $127.7M | $26.0B | ||
| Q2 24 | $119.2M | $25.3B | ||
| Q1 24 | $84.2M | $19.0B |
自由现金流AITAMZN
| Q4 25 | $93.4M | $14.9B | ||
| Q3 25 | $112.0M | $430.0M | ||
| Q2 25 | $138.2M | $332.0M | ||
| Q1 25 | $114.9M | $-8.0B | ||
| Q4 24 | $89.9M | $17.8B | ||
| Q3 24 | $122.2M | $3.4B | ||
| Q2 24 | $111.7M | $7.7B | ||
| Q1 24 | $76.7M | $4.1B |
自由现金流率AITAMZN
| Q4 25 | 8.0% | 7.0% | ||
| Q3 25 | 9.3% | 0.2% | ||
| Q2 25 | 11.3% | 0.2% | ||
| Q1 25 | 9.8% | -5.1% | ||
| Q4 24 | 8.4% | 9.5% | ||
| Q3 24 | 11.1% | 2.1% | ||
| Q2 24 | 9.6% | 5.2% | ||
| Q1 24 | 6.7% | 2.8% |
资本支出强度AITAMZN
| Q4 25 | 0.5% | 18.5% | ||
| Q3 25 | 0.6% | 19.5% | ||
| Q2 25 | 0.7% | 19.2% | ||
| Q1 25 | 0.6% | 16.1% | ||
| Q4 24 | 0.5% | 14.8% | ||
| Q3 24 | 0.5% | 14.2% | ||
| Q2 24 | 0.6% | 11.9% | ||
| Q1 24 | 0.7% | 10.4% |
现金转化率AITAMZN
| Q4 25 | 1.05× | 2.57× | ||
| Q3 25 | 1.18× | 1.68× | ||
| Q2 25 | 1.36× | 1.79× | ||
| Q1 25 | 1.23× | 0.99× | ||
| Q4 24 | 1.02× | 2.28× | ||
| Q3 24 | 1.39× | 1.69× | ||
| Q2 24 | 1.15× | 1.87× | ||
| Q1 24 | 0.87× | 1.82× |
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
AIT
| Service Center Based Distribution Segment | $625.2M | 54% |
| Engineered Solutions Segment | $398.9M | 34% |
| Other | $75.8M | 7% |
| Hydradyne LLC | $63.1M | 5% |
AMZN
| Products | $90.0B | 42% |
| Third Party Seller Services | $52.8B | 25% |
| Other | $49.9B | 23% |
| Subscription Services | $13.1B | 6% |
| Physical Stores | $5.9B | 3% |
| Other Services | $1.7B | 1% |
