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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与Evergy（EVRG）财务数据对比。点击上方公司名可切换其他公司
Evergy的季度营收约是APPLIED INDUSTRIAL TECHNOLOGIES INC的1.1倍（$1.3B vs $1.2B），APPLIED INDUSTRIAL TECHNOLOGIES INC净利率更高（8.2% vs 6.5%，领先1.7%），APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快（8.4% vs 5.3%），APPLIED INDUSTRIAL TECHNOLOGIES INC自由现金流更多（$93.4M vs $-530.5M），过去两年APPLIED INDUSTRIAL TECHNOLOGIES INC的营收复合增速更高（0.7% vs 0.4%）
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。
Evergy Inc.是美国投资者所有的上市公用事业企业，总部位于堪萨斯州托皮卡和密苏里州堪萨斯城。公司由托皮卡的Westar Energy与堪萨斯城电力与照明公司的母公司Great Plains Energy合并组建，是堪萨斯州规模最大的电力公司，为两州超过170万户住宅、商业及工业客户提供供电服务。
AIT vs EVRG — 直观对比
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.3B |
| 净利润 | $95.3M | $84.3M |
| 毛利率 | 30.4% | — |
| 营业利润率 | 10.6% | 18.5% |
| 净利率 | 8.2% | 6.5% |
| 营收同比 | 8.4% | 5.3% |
| 净利润同比 | 2.2% | 7.8% |
| 每股收益（稀释后） | $2.51 | $0.35 |
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 | $1.3B | ||
| Q3 25 | $1.2B | $1.8B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.1B | $1.2B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.2B | $1.4B | ||
| Q1 24 | $1.1B | $1.3B |
| Q4 25 | $95.3M | $84.3M | ||
| Q3 25 | $100.8M | $475.0M | ||
| Q2 25 | $107.8M | $171.3M | ||
| Q1 25 | $99.8M | $125.0M | ||
| Q4 24 | $93.3M | $78.2M | ||
| Q3 24 | $92.1M | $465.6M | ||
| Q2 24 | $103.5M | $207.0M | ||
| Q1 24 | $97.2M | $122.7M |
| 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 24 | 29.5% | — |
| Q4 25 | 10.6% | 18.5% | ||
| Q3 25 | 10.8% | 37.3% | ||
| Q2 25 | 11.0% | 25.4% | ||
| Q1 25 | 11.1% | 22.5% | ||
| Q4 24 | 11.3% | 18.1% | ||
| Q3 24 | 10.3% | 35.1% | ||
| Q2 24 | 12.0% | 25.4% | ||
| Q1 24 | 10.6% | 20.3% |
| Q4 25 | 8.2% | 6.5% | ||
| Q3 25 | 8.4% | 26.9% | ||
| Q2 25 | 8.8% | 12.6% | ||
| Q1 25 | 8.6% | 9.7% | ||
| Q4 24 | 8.7% | 6.4% | ||
| Q3 24 | 8.4% | 26.0% | ||
| Q2 24 | 8.9% | 14.7% | ||
| Q1 24 | 8.5% | 9.6% |
| Q4 25 | $2.51 | $0.35 | ||
| Q3 25 | $2.63 | $2.03 | ||
| Q2 25 | $2.80 | $0.74 | ||
| Q1 25 | $2.57 | $0.54 | ||
| Q4 24 | $2.39 | $0.34 | ||
| Q3 24 | $2.36 | $2.02 | ||
| Q2 24 | $2.64 | $0.90 | ||
| Q1 24 | $2.48 | $0.53 |
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 | $19.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | $10.2B |
| 总资产 | $3.2B | $33.9B |
| 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 | $19.8M | ||
| Q3 25 | $418.7M | $27.5M | ||
| Q2 25 | $388.4M | $27.8M | ||
| Q1 25 | $352.8M | $35.3M | ||
| Q4 24 | $303.4M | $22.0M | ||
| Q3 24 | $538.5M | $34.6M | ||
| Q2 24 | $460.6M | $26.1M | ||
| Q1 24 | $456.5M | $63.7M |
| Q4 25 | $1.9B | $10.2B | ||
| Q3 25 | $1.9B | $10.3B | ||
| Q2 25 | $1.8B | $10.0B | ||
| Q1 25 | $1.8B | $9.9B | ||
| Q4 24 | $1.8B | $10.0B | ||
| Q3 24 | $1.8B | $10.0B | ||
| Q2 24 | $1.7B | $9.7B | ||
| Q1 24 | $1.7B | $9.6B |
| Q4 25 | $3.2B | $33.9B | ||
| Q3 25 | $3.2B | $33.4B | ||
| Q2 25 | $3.2B | $32.9B | ||
| Q1 25 | $3.1B | $32.5B | ||
| Q4 24 | $3.0B | $32.3B | ||
| Q3 24 | $3.0B | $32.1B | ||
| Q2 24 | $3.0B | $31.8B | ||
| Q1 24 | $2.9B | $31.3B |
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 | $334.0M |
| 自由现金流经营现金流 - 资本支出 | $93.4M | $-530.5M |
| 自由现金流率自由现金流/营收 | 8.0% | -41.1% |
| 资本支出强度资本支出/营收 | 0.5% | 66.9% |
| 现金转化率经营现金流/净利润 | 1.05× | 3.96× |
| 过去12个月自由现金流最近4个季度 | $458.5M | $-751.7M |
8季度趋势，按日历期对齐
| Q4 25 | $99.7M | $334.0M | ||
| Q3 25 | $119.3M | $937.7M | ||
| Q2 25 | $147.0M | $323.9M | ||
| Q1 25 | $122.5M | $449.6M | ||
| Q4 24 | $95.1M | $395.6M | ||
| Q3 24 | $127.7M | $953.3M | ||
| Q2 24 | $119.2M | $317.5M | ||
| Q1 24 | $84.2M | $317.3M |
| Q4 25 | $93.4M | $-530.5M | ||
| Q3 25 | $112.0M | $225.4M | ||
| Q2 25 | $138.2M | $-303.4M | ||
| Q1 25 | $114.9M | $-143.2M | ||
| Q4 24 | $89.9M | $-118.6M | ||
| Q3 24 | $122.2M | $427.0M | ||
| Q2 24 | $111.7M | $-360.0M | ||
| Q1 24 | $76.7M | $-301.3M |
| Q4 25 | 8.0% | -41.1% | ||
| Q3 25 | 9.3% | 12.8% | ||
| Q2 25 | 11.3% | -22.4% | ||
| Q1 25 | 9.8% | -11.1% | ||
| Q4 24 | 8.4% | -9.7% | ||
| Q3 24 | 11.1% | 23.9% | ||
| Q2 24 | 9.6% | -25.6% | ||
| Q1 24 | 6.7% | -23.5% |
| Q4 25 | 0.5% | 66.9% | ||
| Q3 25 | 0.6% | 40.4% | ||
| Q2 25 | 0.7% | 46.3% | ||
| Q1 25 | 0.6% | 45.8% | ||
| Q4 24 | 0.5% | 41.9% | ||
| Q3 24 | 0.5% | 29.4% | ||
| Q2 24 | 0.6% | 48.1% | ||
| Q1 24 | 0.7% | 48.3% |
| Q4 25 | 1.05× | 3.96× | ||
| Q3 25 | 1.18× | 1.97× | ||
| Q2 25 | 1.36× | 1.89× | ||
| Q1 25 | 1.23× | 3.60× | ||
| Q4 24 | 1.02× | 5.06× | ||
| Q3 24 | 1.39× | 2.05× | ||
| Q2 24 | 1.15× | 1.53× | ||
| Q1 24 | 0.87× | 2.59× |
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% |
EVRG
| Electric Utility Customer Class Residential | $462.9M | 36% |
| Electric Utility Customer Class Commercial | $447.6M | 35% |
| Electric Utility Customer Class Industrial | $164.1M | 13% |
| Electric Utility Customer Class Transmission | $129.4M | 10% |
| Electric Utility Customer Class Wholesale | $69.7M | 5% |
| Electric Utility Customer Class Other Retail | $12.2M | 1% |
| Electric Utility Customer Class Industrial Steam | $5.7M | 0% |
