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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与Healthpeak Properties（DOC）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Healthpeak Properties的1.7倍（$1.3B vs $719.4M），Healthpeak Properties净利率更高（73.2% vs 8.0%，领先65.2%），APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快（7.3% vs 3.1%），Healthpeak Properties自由现金流更多（$357.0M vs $95.4M），过去两年Healthpeak Properties的营收复合增速更高（8.9% 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。
Healthpeak Properties是美国医疗地产领域的房地产投资信托基金，核心投资范畴覆盖老年住宅、生命科学相关物业及医疗办公楼三类资产。公司2007年于马里兰州组建，总部设在科罗拉多州丹佛市，在尔湾、纳什维尔、旧金山均设有办事处，截至2019年12月31日共持有617处物业的权益。
AIT vs DOC — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $719.4M |
| 净利润 | $99.8M | $114.0M |
| 毛利率 | 30.4% | — |
| 营业利润率 | 11.0% | 17.4% |
| 净利率 | 8.0% | 73.2% |
| 营收同比 | 7.3% | 3.1% |
| 净利润同比 | -0.0% | 2406.4% |
| 每股收益（稀释后） | $2.65 | $0.16 |
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 | $719.4M | ||
| Q3 25 | $1.2B | $705.9M | ||
| Q2 25 | $1.2B | $694.3M | ||
| Q1 25 | $1.2B | $702.9M | ||
| Q4 24 | $1.1B | $698.0M | ||
| Q3 24 | $1.1B | $700.4M | ||
| Q2 24 | $1.2B | $695.5M |
| Q1 26 | $99.8M | — | ||
| Q4 25 | $95.3M | $114.0M | ||
| Q3 25 | $100.8M | $-117.1M | ||
| Q2 25 | $107.8M | $31.7M | ||
| Q1 25 | $99.8M | $42.8M | ||
| Q4 24 | $93.3M | $4.5M | ||
| Q3 24 | $92.1M | $85.9M | ||
| Q2 24 | $103.5M | $146.0M |
| Q1 26 | 30.4% | — | ||
| Q4 25 | 30.4% | — | ||
| Q3 25 | 30.1% | 58.6% | ||
| Q2 25 | 30.6% | 60.2% | ||
| Q1 25 | 30.5% | 61.1% | ||
| Q4 24 | 30.6% | 60.3% | ||
| Q3 24 | 29.6% | 60.0% | ||
| Q2 24 | 30.7% | 60.6% |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 10.6% | 17.4% | ||
| Q3 25 | 10.8% | 9.2% | ||
| Q2 25 | 11.0% | 5.7% | ||
| Q1 25 | 11.1% | 7.7% | ||
| Q4 24 | 11.3% | -2.2% | ||
| Q3 24 | 10.3% | 14.1% | ||
| Q2 24 | 12.0% | 22.3% |
| Q1 26 | 8.0% | — | ||
| Q4 25 | 8.2% | 73.2% | ||
| Q3 25 | 8.4% | -16.6% | ||
| Q2 25 | 8.8% | 4.6% | ||
| Q1 25 | 8.6% | 6.1% | ||
| Q4 24 | 8.7% | 0.7% | ||
| Q3 24 | 8.4% | 12.3% | ||
| Q2 24 | 8.9% | 21.0% |
| Q1 26 | $2.65 | — | ||
| Q4 25 | $2.51 | $0.16 | ||
| Q3 25 | $2.63 | $-0.17 | ||
| Q2 25 | $2.80 | $0.05 | ||
| Q1 25 | $2.57 | $0.06 | ||
| Q4 24 | $2.39 | $0.02 | ||
| Q3 24 | $2.36 | $0.12 | ||
| Q2 24 | $2.64 | $0.21 |
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 | $467.5M |
| 总债务越低越好 | $365.3M | $9.8B |
| 股东权益账面价值 | $1.9B | $7.5B |
| 总资产 | $3.0B | $20.3B |
| 负债/权益比越低杠杆越低 | 0.20× | 1.31× |
8季度趋势，按日历期对齐
| Q1 26 | $171.6M | — | ||
| Q4 25 | $406.0M | $467.5M | ||
| Q3 25 | $418.7M | $91.0M | ||
| Q2 25 | $388.4M | $89.4M | ||
| Q1 25 | $352.8M | $70.6M | ||
| Q4 24 | $303.4M | $119.8M | ||
| Q3 24 | $538.5M | $180.4M | ||
| Q2 24 | $460.6M | $106.9M |
| Q1 26 | $365.3M | — | ||
| Q4 25 | — | $9.8B | ||
| Q3 25 | — | $9.1B | ||
| Q2 25 | — | $9.0B | ||
| Q1 25 | — | $8.9B | ||
| Q4 24 | — | $8.7B | ||
| Q3 24 | — | $8.6B | ||
| Q2 24 | — | $8.6B |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $7.5B | ||
| Q3 25 | $1.9B | $7.6B | ||
| Q2 25 | $1.8B | $7.9B | ||
| Q1 25 | $1.8B | $8.2B | ||
| Q4 24 | $1.8B | $8.4B | ||
| Q3 24 | $1.8B | $8.6B | ||
| Q2 24 | $1.7B | $8.8B |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.2B | $20.3B | ||
| Q3 25 | $3.2B | $19.6B | ||
| Q2 25 | $3.2B | $19.8B | ||
| Q1 25 | $3.1B | $19.8B | ||
| Q4 24 | $3.0B | $19.9B | ||
| Q3 24 | $3.0B | $20.0B | ||
| Q2 24 | $3.0B | $20.2B |
| Q1 26 | 0.20× | — | ||
| Q4 25 | — | 1.31× | ||
| Q3 25 | — | 1.20× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.08× | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | — | 1.00× | ||
| Q2 24 | — | 0.98× |
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 | $1.3B |
| 自由现金流经营现金流 - 资本支出 | $95.4M | $357.0M |
| 自由现金流率自由现金流/营收 | 7.6% | 49.6% |
| 资本支出强度资本支出/营收 | 1.5% | 124.4% |
| 现金转化率经营现金流/净利润 | 3.20× | 10.99× |
| 过去12个月自由现金流最近4个季度 | $438.9M | — |
8季度趋势，按日历期对齐
| Q1 26 | $319.1M | — | ||
| Q4 25 | $99.7M | $1.3B | ||
| Q3 25 | $119.3M | $315.0M | ||
| Q2 25 | $147.0M | $363.5M | ||
| Q1 25 | $122.5M | $279.4M | ||
| Q4 24 | $95.1M | $1.1B | ||
| Q3 24 | $127.7M | $318.2M | ||
| Q2 24 | $119.2M | $316.2M |
| Q1 26 | $95.4M | — | ||
| Q4 25 | $93.4M | $357.0M | ||
| Q3 25 | $112.0M | — | ||
| Q2 25 | $138.2M | — | ||
| Q1 25 | $114.9M | — | ||
| Q4 24 | $89.9M | $333.7M | ||
| Q3 24 | $122.2M | — | ||
| Q2 24 | $111.7M | — |
| Q1 26 | 7.6% | — | ||
| Q4 25 | 8.0% | 49.6% | ||
| Q3 25 | 9.3% | — | ||
| Q2 25 | 11.3% | — | ||
| Q1 25 | 9.8% | — | ||
| Q4 24 | 8.4% | 47.8% | ||
| Q3 24 | 11.1% | — | ||
| Q2 24 | 9.6% | — |
| Q1 26 | 1.5% | — | ||
| Q4 25 | 0.5% | 124.4% | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.5% | 105.6% | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.6% | — |
| Q1 26 | 3.20× | — | ||
| Q4 25 | 1.05× | 10.99× | ||
| Q3 25 | 1.18× | — | ||
| Q2 25 | 1.36× | 11.48× | ||
| Q1 25 | 1.23× | 6.52× | ||
| Q4 24 | 1.02× | 235.43× | ||
| Q3 24 | 1.39× | 3.71× | ||
| Q2 24 | 1.15× | 2.17× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
