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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与优尼威尔（DSGR）财务数据对比。点击上方公司名可切换其他公司
APPLIED INDUSTRIAL TECHNOLOGIES INC的季度营收约是优尼威尔的2.2倍（$1.2B vs $518.0M）。APPLIED INDUSTRIAL TECHNOLOGIES INC净利率更高（8.2% vs 1.2%，领先7.0%）。优尼威尔同比增速更快（10.7% vs 8.4%）。APPLIED INDUSTRIAL TECHNOLOGIES INC自由现金流更多（$93.4M vs $32.9M）。过去两年优尼威尔的营收复合增速更高（13.1% 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。
优尼威尔解决方案公司是一家全球化化学品与原料分销商，同时可为客户提供各类增值服务，业务网络覆盖全球多个地区，在化工及原料分销领域拥有丰富的行业经验与资源积累。
AIT vs DSGR — 直观对比
营收规模更大
AIT
是对方的2.2倍
$518.0M
营收增速更快
DSGR
高出2.3%
8.4%
净利率更高
AIT
高出7.0%
1.2%
自由现金流更多
AIT
多$60.5M
$32.9M
两年增速更快
DSGR
近两年复合增速
0.7%
损益表 — Q2 2026 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $518.0M |
| 净利润 | $95.3M | $6.5M |
| 毛利率 | 30.4% | 32.9% |
| 营业利润率 | 10.6% | 4.6% |
| 净利率 | 8.2% | 1.2% |
| 营收同比 | 8.4% | 10.7% |
| 净利润同比 | 2.2% | -70.6% |
| 每股收益（稀释后） | $2.51 | $0.14 |
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AITDSGR
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | $518.0M | ||
| Q2 25 | $1.2B | $502.4M | ||
| Q1 25 | $1.2B | $478.0M | ||
| Q4 24 | $1.1B | $480.5M | ||
| Q3 24 | $1.1B | $468.0M | ||
| Q2 24 | $1.2B | $439.5M | ||
| Q1 24 | $1.1B | $416.1M |
净利润AITDSGR
| Q4 25 | $95.3M | — | ||
| Q3 25 | $100.8M | $6.5M | ||
| Q2 25 | $107.8M | $5.0M | ||
| Q1 25 | $99.8M | $3.3M | ||
| Q4 24 | $93.3M | $-25.9M | ||
| Q3 24 | $92.1M | $21.9M | ||
| Q2 24 | $103.5M | $1.9M | ||
| Q1 24 | $97.2M | $-5.2M |
毛利率AITDSGR
| Q4 25 | 30.4% | — | ||
| Q3 25 | 30.1% | 32.9% | ||
| Q2 25 | 30.6% | 33.9% | ||
| Q1 25 | 30.5% | 34.3% | ||
| Q4 24 | 30.6% | 33.3% | ||
| Q3 24 | 29.6% | 33.9% | ||
| Q2 24 | 30.7% | 34.5% | ||
| Q1 24 | 29.5% | 34.5% |
营业利润率AITDSGR
| Q4 25 | 10.6% | — | ||
| Q3 25 | 10.8% | 4.6% | ||
| Q2 25 | 11.0% | 5.3% | ||
| Q1 25 | 11.1% | 4.2% | ||
| Q4 24 | 11.3% | 4.2% | ||
| Q3 24 | 10.3% | 4.0% | ||
| Q2 24 | 12.0% | 3.2% | ||
| Q1 24 | 10.6% | 0.7% |
净利率AITDSGR
| Q4 25 | 8.2% | — | ||
| Q3 25 | 8.4% | 1.2% | ||
| Q2 25 | 8.8% | 1.0% | ||
| Q1 25 | 8.6% | 0.7% | ||
| Q4 24 | 8.7% | -5.4% | ||
| Q3 24 | 8.4% | 4.7% | ||
| Q2 24 | 8.9% | 0.4% | ||
| Q1 24 | 8.5% | -1.3% |
每股收益（稀释后）AITDSGR
| Q4 25 | $2.51 | — | ||
| Q3 25 | $2.63 | $0.14 | ||
| Q2 25 | $2.80 | $0.11 | ||
| Q1 25 | $2.57 | $0.07 | ||
| Q4 24 | $2.39 | $-0.55 | ||
| Q3 24 | $2.36 | $0.46 | ||
| Q2 24 | $2.64 | $0.04 | ||
| 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 | $69.2M |
| 总债务越低越好 | — | $665.5M |
| 股东权益账面价值 | $1.9B | $653.9M |
| 总资产 | $3.2B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 1.02× |
8季度趋势，按日历期对齐
现金及短期投资AITDSGR
| Q4 25 | $406.0M | — | ||
| Q3 25 | $418.7M | $69.2M | ||
| Q2 25 | $388.4M | $47.4M | ||
| Q1 25 | $352.8M | $65.4M | ||
| Q4 24 | $303.4M | $66.5M | ||
| Q3 24 | $538.5M | $61.3M | ||
| Q2 24 | $460.6M | $46.8M | ||
| Q1 24 | $456.5M | $73.1M |
总债务AITDSGR
| Q4 25 | — | — | ||
| Q3 25 | — | $665.5M | ||
| Q2 25 | — | $675.0M | ||
| Q1 25 | — | $712.4M | ||
| Q4 24 | — | $693.9M | ||
| Q3 24 | — | $704.1M | ||
| Q2 24 | — | $573.7M | ||
| Q1 24 | — | $535.7M |
股东权益AITDSGR
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.9B | $653.9M | ||
| Q2 25 | $1.8B | $649.4M | ||
| Q1 25 | $1.8B | $636.7M | ||
| Q4 24 | $1.8B | $640.5M | ||
| Q3 24 | $1.8B | $680.8M | ||
| Q2 24 | $1.7B | $653.3M | ||
| Q1 24 | $1.7B | $654.7M |
总资产AITDSGR
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.2B | $1.8B | ||
| Q2 25 | $3.2B | $1.8B | ||
| Q1 25 | $3.1B | $1.8B | ||
| Q4 24 | $3.0B | $1.7B | ||
| Q3 24 | $3.0B | $1.8B | ||
| Q2 24 | $3.0B | $1.6B | ||
| Q1 24 | $2.9B | $1.5B |
负债/权益比AITDSGR
| Q4 25 | — | — | ||
| Q3 25 | — | 1.02× | ||
| Q2 25 | — | 1.04× | ||
| Q1 25 | — | 1.12× | ||
| Q4 24 | — | 1.08× | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 0.88× | ||
| Q1 24 | — | 0.82× |
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 | $38.4M |
| 自由现金流经营现金流 - 资本支出 | $93.4M | $32.9M |
| 自由现金流率自由现金流/营收 | 8.0% | 6.3% |
| 资本支出强度资本支出/营收 | 0.5% | 1.1% |
| 现金转化率经营现金流/净利润 | 1.05× | 5.95× |
| 过去12个月自由现金流最近4个季度 | $458.5M | $92.2M |
8季度趋势，按日历期对齐
经营现金流AITDSGR
| Q4 25 | $99.7M | — | ||
| Q3 25 | $119.3M | $38.4M | ||
| Q2 25 | $147.0M | $33.3M | ||
| Q1 25 | $122.5M | $-4.8M | ||
| Q4 24 | $95.1M | $45.7M | ||
| Q3 24 | $127.7M | $-17.3M | ||
| Q2 24 | $119.2M | $21.4M | ||
| Q1 24 | $84.2M | $6.6M |
自由现金流AITDSGR
| Q4 25 | $93.4M | — | ||
| Q3 25 | $112.0M | $32.9M | ||
| Q2 25 | $138.2M | $28.7M | ||
| Q1 25 | $114.9M | $-10.4M | ||
| Q4 24 | $89.9M | $41.1M | ||
| Q3 24 | $122.2M | $-20.5M | ||
| Q2 24 | $111.7M | $18.0M | ||
| Q1 24 | $76.7M | $4.2M |
自由现金流率AITDSGR
| Q4 25 | 8.0% | — | ||
| Q3 25 | 9.3% | 6.3% | ||
| Q2 25 | 11.3% | 5.7% | ||
| Q1 25 | 9.8% | -2.2% | ||
| Q4 24 | 8.4% | 8.6% | ||
| Q3 24 | 11.1% | -4.4% | ||
| Q2 24 | 9.6% | 4.1% | ||
| Q1 24 | 6.7% | 1.0% |
资本支出强度AITDSGR
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.6% | 1.1% | ||
| Q2 25 | 0.7% | 0.9% | ||
| Q1 25 | 0.6% | 1.2% | ||
| Q4 24 | 0.5% | 1.0% | ||
| Q3 24 | 0.5% | 0.7% | ||
| Q2 24 | 0.6% | 0.8% | ||
| Q1 24 | 0.7% | 0.6% |
现金转化率AITDSGR
| Q4 25 | 1.05× | — | ||
| Q3 25 | 1.18× | 5.95× | ||
| Q2 25 | 1.36× | 6.66× | ||
| Q1 25 | 1.23× | -1.46× | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 1.39× | -0.79× | ||
| Q2 24 | 1.15× | 11.28× | ||
| Q1 24 | 0.87× | — |
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% |
DSGR
| Test Equity Segment | $206.5M | 40% |
| Gexpro Services Segment | $130.5M | 25% |
| Lawson Segment | $121.5M | 23% |
| Canada Branch Division Segment | $60.0M | 12% |
