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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与Arhaus, Inc.（ARHS）财务数据对比。点击上方公司名可切换其他公司
APPLIED INDUSTRIAL TECHNOLOGIES INC的季度营收约是Arhaus, Inc.的3.2倍（$1.2B vs $364.8M）。APPLIED INDUSTRIAL TECHNOLOGIES INC净利率更高（8.2% vs 4.1%，领先4.1%）。APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快（8.4% vs 5.1%）。APPLIED INDUSTRIAL TECHNOLOGIES INC自由现金流更多（$93.4M vs $-8.8M）。过去两年Arhaus, Inc.的营收复合增速更高（11.2% 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。
Arhaus, Inc.是源自美国的高端家居零售企业，总部位于俄亥俄州波士顿高地，1986年正式创立。品牌主打可持续理念与工匠级品质，产品品类丰富，采用全渠道模式面向个人消费者及企业客户，覆盖民用与商用家居场景，提供相关产品与配套服务。
AIT vs ARHS — 直观对比
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $364.8M |
| 净利润 | $95.3M | $15.1M |
| 毛利率 | 30.4% | 38.1% |
| 营业利润率 | 10.6% | 5.6% |
| 净利率 | 8.2% | 4.1% |
| 营收同比 | 8.4% | 5.1% |
| 净利润同比 | 2.2% | -29.1% |
| 每股收益（稀释后） | $2.51 | $0.11 |
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
| Q4 25 | $1.2B | $364.8M | ||
| Q3 25 | $1.2B | $344.6M | ||
| Q2 25 | $1.2B | $358.4M | ||
| Q1 25 | $1.2B | $311.4M | ||
| Q4 24 | $1.1B | $347.0M | ||
| Q3 24 | $1.1B | $319.1M | ||
| Q2 24 | $1.2B | $309.8M | ||
| Q1 24 | $1.1B | $295.2M |
| Q4 25 | $95.3M | $15.1M | ||
| Q3 25 | $100.8M | $12.2M | ||
| Q2 25 | $107.8M | $35.1M | ||
| Q1 25 | $99.8M | $4.9M | ||
| Q4 24 | $93.3M | $21.3M | ||
| Q3 24 | $92.1M | $9.9M | ||
| Q2 24 | $103.5M | $22.2M | ||
| Q1 24 | $97.2M | $15.1M |
| Q4 25 | 30.4% | 38.1% | ||
| Q3 25 | 30.1% | 38.7% | ||
| Q2 25 | 30.6% | 41.4% | ||
| Q1 25 | 30.5% | 37.1% | ||
| Q4 24 | 30.6% | 40.0% | ||
| Q3 24 | 29.6% | 38.6% | ||
| Q2 24 | 30.7% | 40.1% | ||
| Q1 24 | 29.5% | 39.0% |
| Q4 25 | 10.6% | 5.6% | ||
| Q3 25 | 10.8% | 4.8% | ||
| Q2 25 | 11.0% | 13.0% | ||
| Q1 25 | 11.1% | 1.7% | ||
| Q4 24 | 11.3% | 8.2% | ||
| Q3 24 | 10.3% | 3.3% | ||
| Q2 24 | 12.0% | 9.5% | ||
| Q1 24 | 10.6% | 6.2% |
| Q4 25 | 8.2% | 4.1% | ||
| Q3 25 | 8.4% | 3.5% | ||
| Q2 25 | 8.8% | 9.8% | ||
| Q1 25 | 8.6% | 1.6% | ||
| Q4 24 | 8.7% | 6.1% | ||
| Q3 24 | 8.4% | 3.1% | ||
| Q2 24 | 8.9% | 7.2% | ||
| Q1 24 | 8.5% | 5.1% |
| Q4 25 | $2.51 | $0.11 | ||
| Q3 25 | $2.63 | $0.09 | ||
| Q2 25 | $2.80 | $0.25 | ||
| Q1 25 | $2.57 | $0.03 | ||
| Q4 24 | $2.39 | $0.15 | ||
| Q3 24 | $2.36 | $0.07 | ||
| Q2 24 | $2.64 | $0.16 | ||
| Q1 24 | $2.48 | $0.11 |
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 | $253.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | $418.2M |
| 总资产 | $3.2B | $1.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $406.0M | $253.4M | ||
| Q3 25 | $418.7M | $262.2M | ||
| Q2 25 | $388.4M | $234.8M | ||
| Q1 25 | $352.8M | $214.4M | ||
| Q4 24 | $303.4M | $197.5M | ||
| Q3 24 | $538.5M | $177.7M | ||
| Q2 24 | $460.6M | $174.2M | ||
| Q1 24 | $456.5M | $233.2M |
| Q4 25 | $1.9B | $418.2M | ||
| Q3 25 | $1.9B | $400.4M | ||
| Q2 25 | $1.8B | $385.6M | ||
| Q1 25 | $1.8B | $348.8M | ||
| Q4 24 | $1.8B | $343.7M | ||
| Q3 24 | $1.8B | $320.6M | ||
| Q2 24 | $1.7B | $309.3M | ||
| Q1 24 | $1.7B | $285.6M |
| Q4 25 | $3.2B | $1.4B | ||
| Q3 25 | $3.2B | $1.4B | ||
| Q2 25 | $3.2B | $1.3B | ||
| Q1 25 | $3.1B | $1.3B | ||
| Q4 24 | $3.0B | $1.2B | ||
| Q3 24 | $3.0B | $1.2B | ||
| Q2 24 | $3.0B | $1.2B | ||
| Q1 24 | $2.9B | $1.2B |
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 | $9.3M |
| 自由现金流经营现金流 - 资本支出 | $93.4M | $-8.8M |
| 自由现金流率自由现金流/营收 | 8.0% | -2.4% |
| 资本支出强度资本支出/营收 | 0.5% | 5.0% |
| 现金转化率经营现金流/净利润 | 1.05× | 0.62× |
| 过去12个月自由现金流最近4个季度 | $458.5M | $59.0M |
8季度趋势，按日历期对齐
| Q4 25 | $99.7M | $9.3M | ||
| Q3 25 | $119.3M | $46.1M | ||
| Q2 25 | $147.0M | $34.9M | ||
| Q1 25 | $122.5M | $46.5M | ||
| Q4 24 | $95.1M | $31.7M | ||
| Q3 24 | $127.7M | $31.1M | ||
| Q2 24 | $119.2M | $47.5M | ||
| Q1 24 | $84.2M | $36.8M |
| Q4 25 | $93.4M | $-8.8M | ||
| Q3 25 | $112.0M | $28.0M | ||
| Q2 25 | $138.2M | $20.9M | ||
| Q1 25 | $114.9M | $18.9M | ||
| Q4 24 | $89.9M | $13.0M | ||
| Q3 24 | $122.2M | $4.6M | ||
| Q2 24 | $111.7M | $11.3M | ||
| Q1 24 | $76.7M | $10.9M |
| Q4 25 | 8.0% | -2.4% | ||
| Q3 25 | 9.3% | 8.1% | ||
| Q2 25 | 11.3% | 5.8% | ||
| Q1 25 | 9.8% | 6.1% | ||
| Q4 24 | 8.4% | 3.7% | ||
| Q3 24 | 11.1% | 1.4% | ||
| Q2 24 | 9.6% | 3.6% | ||
| Q1 24 | 6.7% | 3.7% |
| Q4 25 | 0.5% | 5.0% | ||
| Q3 25 | 0.6% | 5.3% | ||
| Q2 25 | 0.7% | 3.9% | ||
| Q1 25 | 0.6% | 8.9% | ||
| Q4 24 | 0.5% | 5.4% | ||
| Q3 24 | 0.5% | 8.3% | ||
| Q2 24 | 0.6% | 11.7% | ||
| Q1 24 | 0.7% | 8.8% |
| Q4 25 | 1.05× | 0.62× | ||
| Q3 25 | 1.18× | 3.77× | ||
| Q2 25 | 1.36× | 1.00× | ||
| Q1 25 | 1.23× | 9.53× | ||
| Q4 24 | 1.02× | 1.49× | ||
| Q3 24 | 1.39× | 3.14× | ||
| Q2 24 | 1.15× | 2.14× | ||
| Q1 24 | 0.87× | 2.44× |
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% |
ARHS
| Sales Channel Retail | $305.7M | 84% |
| Sales Channel E Commerce | $59.2M | 16% |
