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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与Astrana Health, Inc.（ASTH）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Astrana Health, Inc.的1.3倍（$1.3B vs $950.5M），APPLIED INDUSTRIAL TECHNOLOGIES INC净利率更高（8.0% vs 0.7%，领先7.3%），Astrana Health, Inc.同比增速更快（42.9% vs 7.3%），APPLIED INDUSTRIAL TECHNOLOGIES INC自由现金流更多（$95.4M vs $-6.0M），过去两年Astrana Health, Inc.的营收复合增速更高（53.3% vs 3.8%）
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。
Astrana Health是一家总部位于美国的价值导向型医疗服务提供商，主要服务全美符合联邦医保资格的老年群体，提供上门初级护理、慢性病管理及护理协调服务，致力于提升患者健康水平、降低不必要的医疗支出。
AIT vs ASTH — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $950.5M |
| 净利润 | $99.8M | $6.6M |
| 毛利率 | 30.4% | — |
| 营业利润率 | 11.0% | 1.9% |
| 净利率 | 8.0% | 0.7% |
| 营收同比 | 7.3% | 42.9% |
| 净利润同比 | -0.0% | 184.4% |
| 每股收益（稀释后） | $2.65 | $0.12 |
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
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $950.5M | ||
| Q3 25 | $1.2B | $956.0M | ||
| Q2 25 | $1.2B | $654.8M | ||
| Q1 25 | $1.2B | $620.4M | ||
| Q4 24 | $1.1B | $665.2M | ||
| Q3 24 | $1.1B | $478.7M | ||
| Q2 24 | $1.2B | $486.3M |
| Q1 26 | $99.8M | — | ||
| Q4 25 | $95.3M | $6.6M | ||
| Q3 25 | $100.8M | $373.0K | ||
| Q2 25 | $107.8M | $9.4M | ||
| Q1 25 | $99.8M | $6.7M | ||
| Q4 24 | $93.3M | $-7.8M | ||
| Q3 24 | $92.1M | $16.1M | ||
| Q2 24 | $103.5M | $19.2M |
| Q1 26 | 30.4% | — | ||
| Q4 25 | 30.4% | — | ||
| Q3 25 | 30.1% | — | ||
| Q2 25 | 30.6% | — | ||
| Q1 25 | 30.5% | — | ||
| Q4 24 | 30.6% | — | ||
| Q3 24 | 29.6% | — | ||
| Q2 24 | 30.7% | — |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 10.6% | 1.9% | ||
| Q3 25 | 10.8% | 2.0% | ||
| Q2 25 | 11.0% | 3.1% | ||
| Q1 25 | 11.1% | 3.3% | ||
| Q4 24 | 11.3% | 0.1% | ||
| Q3 24 | 10.3% | 5.9% | ||
| Q2 24 | 12.0% | 6.2% |
| Q1 26 | 8.0% | — | ||
| Q4 25 | 8.2% | 0.7% | ||
| Q3 25 | 8.4% | 0.0% | ||
| Q2 25 | 8.8% | 1.4% | ||
| Q1 25 | 8.6% | 1.1% | ||
| Q4 24 | 8.7% | -1.2% | ||
| Q3 24 | 8.4% | 3.4% | ||
| Q2 24 | 8.9% | 3.9% |
| Q1 26 | $2.65 | — | ||
| Q4 25 | $2.51 | $0.12 | ||
| Q3 25 | $2.63 | $0.01 | ||
| Q2 25 | $2.80 | $0.19 | ||
| Q1 25 | $2.57 | $0.14 | ||
| Q4 24 | $2.39 | $-0.14 | ||
| Q3 24 | $2.36 | $0.33 | ||
| Q2 24 | $2.64 | $0.40 |
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 | $171.6M | $429.5M |
| 总债务越低越好 | $365.3M | — |
| 股东权益账面价值 | $1.9B | $779.3M |
| 总资产 | $3.0B | $2.2B |
| 负债/权益比越低杠杆越低 | 0.20× | — |
8季度趋势，按日历期对齐
| Q1 26 | $171.6M | — | ||
| Q4 25 | $406.0M | $429.5M | ||
| Q3 25 | $418.7M | $463.4M | ||
| Q2 25 | $388.4M | $342.1M | ||
| Q1 25 | $352.8M | $260.9M | ||
| Q4 24 | $303.4M | $290.8M | ||
| Q3 24 | $538.5M | $350.3M | ||
| Q2 24 | $460.6M | $327.7M |
| Q1 26 | $365.3M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $779.3M | ||
| Q3 25 | $1.9B | $775.5M | ||
| Q2 25 | $1.8B | $765.5M | ||
| Q1 25 | $1.8B | $745.4M | ||
| Q4 24 | $1.8B | $712.7M | ||
| Q3 24 | $1.8B | $704.6M | ||
| Q2 24 | $1.7B | $678.9M |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.2B | $2.2B | ||
| Q3 25 | $3.2B | $2.2B | ||
| Q2 25 | $3.2B | $1.4B | ||
| Q1 25 | $3.1B | $1.3B | ||
| Q4 24 | $3.0B | $1.4B | ||
| Q3 24 | $3.0B | $1.3B | ||
| Q2 24 | $3.0B | $1.3B |
| Q1 26 | 0.20× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $319.1M | $-2.9M |
| 自由现金流经营现金流 - 资本支出 | $95.4M | $-6.0M |
| 自由现金流率自由现金流/营收 | 7.6% | -0.6% |
| 资本支出强度资本支出/营收 | 1.5% | 0.3% |
| 现金转化率经营现金流/净利润 | 3.20× | -0.44× |
| 过去12个月自由现金流最近4个季度 | $438.9M | $104.5M |
8季度趋势，按日历期对齐
| Q1 26 | $319.1M | — | ||
| Q4 25 | $99.7M | $-2.9M | ||
| Q3 25 | $119.3M | $10.0M | ||
| Q2 25 | $147.0M | $90.9M | ||
| Q1 25 | $122.5M | $16.6M | ||
| Q4 24 | $95.1M | $-10.9M | ||
| Q3 24 | $127.7M | $34.0M | ||
| Q2 24 | $119.2M | $23.2M |
| Q1 26 | $95.4M | — | ||
| Q4 25 | $93.4M | $-6.0M | ||
| Q3 25 | $112.0M | $7.4M | ||
| Q2 25 | $138.2M | $89.5M | ||
| Q1 25 | $114.9M | $13.6M | ||
| Q4 24 | $89.9M | $-13.5M | ||
| Q3 24 | $122.2M | $31.7M | ||
| Q2 24 | $111.7M | $20.4M |
| Q1 26 | 7.6% | — | ||
| Q4 25 | 8.0% | -0.6% | ||
| Q3 25 | 9.3% | 0.8% | ||
| Q2 25 | 11.3% | 13.7% | ||
| Q1 25 | 9.8% | 2.2% | ||
| Q4 24 | 8.4% | -2.0% | ||
| Q3 24 | 11.1% | 6.6% | ||
| Q2 24 | 9.6% | 4.2% |
| Q1 26 | 1.5% | — | ||
| Q4 25 | 0.5% | 0.3% | ||
| Q3 25 | 0.6% | 0.3% | ||
| Q2 25 | 0.7% | 0.2% | ||
| Q1 25 | 0.6% | 0.5% | ||
| Q4 24 | 0.5% | 0.4% | ||
| Q3 24 | 0.5% | 0.5% | ||
| Q2 24 | 0.6% | 0.6% |
| Q1 26 | 3.20× | — | ||
| Q4 25 | 1.05× | -0.44× | ||
| Q3 25 | 1.18× | 26.69× | ||
| Q2 25 | 1.36× | 9.65× | ||
| Q1 25 | 1.23× | 2.48× | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 1.39× | 2.11× | ||
| Q2 24 | 1.15× | 1.21× |
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
暂无分部数据
ASTH
| Medicare | $542.4M | 57% |
| Commercial | $99.1M | 10% |
| Care Delivery | $92.1M | 10% |
| Care Enablement | $78.9M | 8% |
| Other Third Parties | $58.0M | 6% |
| Health Care Patient Service | $39.8M | 4% |
| Health Care Other | $25.5M | 3% |
| Other | $12.1M | 1% |
| Management Service | $10.3M | 1% |
