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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与安波福（APTV）财务数据对比。点击上方公司名可切换其他公司
安波福的季度营收约是APPLIED INDUSTRIAL TECHNOLOGIES INC的4.4倍（$5.2B vs $1.2B）。APPLIED INDUSTRIAL TECHNOLOGIES INC净利率更高（8.2% vs 2.7%，领先5.5%）。APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快（8.4% vs 5.0%）。安波福自由现金流更多（$651.0M vs $93.4M）。过去两年安波福的营收复合增速更高（2.5% 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。
安波福（Aptiv）是源自美国的全球知名汽车技术供应商，总部设于瑞士沙夫豪森。其前身是通用汽车旗下的零部件业务板块，后独立为德尔福汽车系统，经业务拆分重组后正式成立安波福，服务全球各大整车制造企业。
AIT vs APTV — 直观对比
营收规模更大
APTV
是对方的4.4倍
$1.2B
营收增速更快
AIT
高出3.4%
5.0%
净利率更高
AIT
高出5.5%
2.7%
自由现金流更多
APTV
多$557.6M
$93.4M
两年增速更快
APTV
近两年复合增速
0.7%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $5.2B |
| 净利润 | $95.3M | $138.0M |
| 毛利率 | 30.4% | 18.7% |
| 营业利润率 | 10.6% | 8.2% |
| 净利率 | 8.2% | 2.7% |
| 营收同比 | 8.4% | 5.0% |
| 净利润同比 | 2.2% | -48.5% |
| 每股收益（稀释后） | $2.51 | $0.63 |
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AITAPTV
| Q4 25 | $1.2B | $5.2B | ||
| Q3 25 | $1.2B | $5.2B | ||
| Q2 25 | $1.2B | $5.2B | ||
| Q1 25 | $1.2B | $4.8B | ||
| Q4 24 | $1.1B | $4.9B | ||
| Q3 24 | $1.1B | $4.9B | ||
| Q2 24 | $1.2B | $5.1B | ||
| Q1 24 | $1.1B | $4.9B |
净利润AITAPTV
| Q4 25 | $95.3M | $138.0M | ||
| Q3 25 | $100.8M | $-355.0M | ||
| Q2 25 | $107.8M | $393.0M | ||
| Q1 25 | $99.8M | $-11.0M | ||
| Q4 24 | $93.3M | $268.0M | ||
| Q3 24 | $92.1M | $363.0M | ||
| Q2 24 | $103.5M | $938.0M | ||
| Q1 24 | $97.2M | $218.0M |
毛利率AITAPTV
| Q4 25 | 30.4% | 18.7% | ||
| Q3 25 | 30.1% | 19.5% | ||
| Q2 25 | 30.6% | 19.1% | ||
| Q1 25 | 30.5% | 19.1% | ||
| Q4 24 | 30.6% | 19.6% | ||
| Q3 24 | 29.6% | 18.6% | ||
| Q2 24 | 30.7% | 19.2% | ||
| Q1 24 | 29.5% | 17.9% |
营业利润率AITAPTV
| Q4 25 | 10.6% | 8.2% | ||
| Q3 25 | 10.8% | -3.4% | ||
| Q2 25 | 11.0% | 9.3% | ||
| Q1 25 | 11.1% | 9.3% | ||
| Q4 24 | 11.3% | 9.8% | ||
| Q3 24 | 10.3% | 10.4% | ||
| Q2 24 | 12.0% | 8.7% | ||
| Q1 24 | 10.6% | 8.5% |
净利率AITAPTV
| Q4 25 | 8.2% | 2.7% | ||
| Q3 25 | 8.4% | -6.8% | ||
| Q2 25 | 8.8% | 7.5% | ||
| Q1 25 | 8.6% | -0.2% | ||
| Q4 24 | 8.7% | 5.5% | ||
| Q3 24 | 8.4% | 7.5% | ||
| Q2 24 | 8.9% | 18.6% | ||
| Q1 24 | 8.5% | 4.4% |
每股收益（稀释后）AITAPTV
| Q4 25 | $2.51 | $0.63 | ||
| Q3 25 | $2.63 | $-1.63 | ||
| Q2 25 | $2.80 | $1.80 | ||
| Q1 25 | $2.57 | $-0.05 | ||
| Q4 24 | $2.39 | $1.22 | ||
| Q3 24 | $2.36 | $1.48 | ||
| Q2 24 | $2.64 | $3.47 | ||
| Q1 24 | $2.48 | $0.79 |
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 | $1.9B |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | $1.9B | $9.2B |
| 总资产 | $3.2B | $23.4B |
| 负债/权益比越低杠杆越低 | — | 0.81× |
8季度趋势，按日历期对齐
现金及短期投资AITAPTV
| Q4 25 | $406.0M | $1.9B | ||
| Q3 25 | $418.7M | $1.6B | ||
| Q2 25 | $388.4M | $1.4B | ||
| Q1 25 | $352.8M | $1.1B | ||
| Q4 24 | $303.4M | $1.6B | ||
| Q3 24 | $538.5M | $1.8B | ||
| Q2 24 | $460.6M | $2.2B | ||
| Q1 24 | $456.5M | $941.0M |
总债务AITAPTV
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.6B | ||
| Q2 25 | — | $7.8B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.8B | ||
| Q3 24 | — | $8.3B | ||
| Q2 24 | — | $5.5B | ||
| Q1 24 | — | $4.7B |
股东权益AITAPTV
| Q4 25 | $1.9B | $9.2B | ||
| Q3 25 | $1.9B | $9.3B | ||
| Q2 25 | $1.8B | $9.7B | ||
| Q1 25 | $1.8B | $9.0B | ||
| Q4 24 | $1.8B | $8.8B | ||
| Q3 24 | $1.8B | $8.9B | ||
| Q2 24 | $1.7B | $11.5B | ||
| Q1 24 | $1.7B | $11.1B |
总资产AITAPTV
| Q4 25 | $3.2B | $23.4B | ||
| Q3 25 | $3.2B | $23.5B | ||
| Q2 25 | $3.2B | $23.9B | ||
| Q1 25 | $3.1B | $23.1B | ||
| Q4 24 | $3.0B | $23.5B | ||
| Q3 24 | $3.0B | $24.8B | ||
| Q2 24 | $3.0B | $24.8B | ||
| Q1 24 | $2.9B | $23.6B |
负债/权益比AITAPTV
| Q4 25 | — | 0.81× | ||
| Q3 25 | — | 0.82× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 0.85× | ||
| Q4 24 | — | 0.89× | ||
| Q3 24 | — | 0.93× | ||
| Q2 24 | — | 0.48× | ||
| Q1 24 | — | 0.42× |
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 | $818.0M |
| 自由现金流经营现金流 - 资本支出 | $93.4M | $651.0M |
| 自由现金流率自由现金流/营收 | 8.0% | 12.6% |
| 资本支出强度资本支出/营收 | 0.5% | 3.2% |
| 现金转化率经营现金流/净利润 | 1.05× | 5.93× |
| 过去12个月自由现金流最近4个季度 | $458.5M | $1.5B |
8季度趋势，按日历期对齐
经营现金流AITAPTV
| Q4 25 | $99.7M | $818.0M | ||
| Q3 25 | $119.3M | $584.0M | ||
| Q2 25 | $147.0M | $510.0M | ||
| Q1 25 | $122.5M | $273.0M | ||
| Q4 24 | $95.1M | $1.1B | ||
| Q3 24 | $127.7M | $499.0M | ||
| Q2 24 | $119.2M | $643.0M | ||
| Q1 24 | $84.2M | $244.0M |
自由现金流AITAPTV
| Q4 25 | $93.4M | $651.0M | ||
| Q3 25 | $112.0M | $441.0M | ||
| Q2 25 | $138.2M | $361.0M | ||
| Q1 25 | $114.9M | $76.0M | ||
| Q4 24 | $89.9M | $894.0M | ||
| Q3 24 | $122.2M | $326.0M | ||
| Q2 24 | $111.7M | $417.0M | ||
| Q1 24 | $76.7M | $-21.0M |
自由现金流率AITAPTV
| Q4 25 | 8.0% | 12.6% | ||
| Q3 25 | 9.3% | 8.5% | ||
| Q2 25 | 11.3% | 6.9% | ||
| Q1 25 | 9.8% | 1.6% | ||
| Q4 24 | 8.4% | 18.2% | ||
| Q3 24 | 11.1% | 6.7% | ||
| Q2 24 | 9.6% | 8.3% | ||
| Q1 24 | 6.7% | -0.4% |
资本支出强度AITAPTV
| Q4 25 | 0.5% | 3.2% | ||
| Q3 25 | 0.6% | 2.7% | ||
| Q2 25 | 0.7% | 2.9% | ||
| Q1 25 | 0.6% | 4.1% | ||
| Q4 24 | 0.5% | 3.4% | ||
| Q3 24 | 0.5% | 3.6% | ||
| Q2 24 | 0.6% | 4.5% | ||
| Q1 24 | 0.7% | 5.4% |
现金转化率AITAPTV
| Q4 25 | 1.05× | 5.93× | ||
| Q3 25 | 1.18× | — | ||
| Q2 25 | 1.36× | 1.30× | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 1.02× | 3.96× | ||
| Q3 24 | 1.39× | 1.37× | ||
| Q2 24 | 1.15× | 0.69× | ||
| Q1 24 | 0.87× | 1.12× |
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% |
APTV
| Electrical Distribution Systems | $2.3B | 45% |
| Engineered Components Group | $1.4B | 28% |
| Active Safety | $716.0M | 14% |
| User Experience And Other | $564.0M | 11% |
| Smart Vehicle Compute And Software | $154.0M | 3% |
