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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与爱德华生命科学（EW）财务数据对比。点击上方公司名可切换其他公司
爱德华生命科学的季度营收约是APPLIED INDUSTRIAL TECHNOLOGIES INC的1.4倍（$1.6B vs $1.2B），爱德华生命科学净利率更高（23.1% vs 8.2%，领先14.9%），爱德华生命科学同比增速更快（16.7% vs 8.4%），过去两年爱德华生命科学的营收复合增速更高（9.7% 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。
爱德华生命科学是总部位于美国加利福尼亚州尔湾的医疗科技企业，专注于人工心脏瓣膜及血流动力学监测领域，其研发的Sapien经导管主动脉心脏瓣膜采用牛组织材质，搭配球囊扩张式钴铬合金支架，可通过导管完成植入。
AIT vs EW — 直观对比
营收规模更大
EW
是对方的1.4倍
$1.2B
营收增速更快
EW
高出8.3%
8.4%
净利率更高
EW
高出14.9%
8.2%
两年增速更快
EW
近两年复合增速
0.7%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.6B |
| 净利润 | $95.3M | $380.7M |
| 毛利率 | 30.4% | 78.0% |
| 营业利润率 | 10.6% | 1.8% |
| 净利率 | 8.2% | 23.1% |
| 营收同比 | 8.4% | 16.7% |
| 净利润同比 | 2.2% | 6.8% |
| 每股收益（稀释后） | $2.51 | $0.66 |
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AITEW
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.2B | $1.6B | ||
| Q3 25 | $1.2B | $1.6B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B |
净利润AITEW
| Q1 26 | — | $380.7M | ||
| Q4 25 | $95.3M | $91.2M | ||
| Q3 25 | $100.8M | $291.1M | ||
| Q2 25 | $107.8M | $333.2M | ||
| Q1 25 | $99.8M | $358.0M | ||
| Q4 24 | $93.3M | $385.6M | ||
| Q3 24 | $92.1M | $3.1B | ||
| Q2 24 | $103.5M | $366.3M |
毛利率AITEW
| Q1 26 | — | 78.0% | ||
| Q4 25 | 30.4% | 78.1% | ||
| Q3 25 | 30.1% | 77.8% | ||
| Q2 25 | 30.6% | 77.5% | ||
| Q1 25 | 30.5% | 78.7% | ||
| Q4 24 | 30.6% | 78.9% | ||
| Q3 24 | 29.6% | 80.6% | ||
| Q2 24 | 30.7% | 79.9% |
营业利润率AITEW
| Q1 26 | — | 1.8% | ||
| Q4 25 | 10.6% | 9.6% | ||
| Q3 25 | 10.8% | 19.8% | ||
| Q2 25 | 11.0% | 26.8% | ||
| Q1 25 | 11.1% | 27.9% | ||
| Q4 24 | 11.3% | 22.6% | ||
| Q3 24 | 10.3% | 25.9% | ||
| Q2 24 | 12.0% | 26.8% |
净利率AITEW
| Q1 26 | — | 23.1% | ||
| Q4 25 | 8.2% | 5.8% | ||
| Q3 25 | 8.4% | 18.7% | ||
| Q2 25 | 8.8% | 21.7% | ||
| Q1 25 | 8.6% | 25.3% | ||
| Q4 24 | 8.7% | 27.8% | ||
| Q3 24 | 8.4% | 226.7% | ||
| Q2 24 | 8.9% | 26.7% |
每股收益（稀释后）AITEW
| Q1 26 | — | $0.66 | ||
| Q4 25 | $2.51 | $0.16 | ||
| Q3 25 | $2.63 | $0.50 | ||
| Q2 25 | $2.80 | $0.56 | ||
| Q1 25 | $2.57 | $0.61 | ||
| Q4 24 | $2.39 | $0.65 | ||
| Q3 24 | $2.36 | $5.13 | ||
| Q2 24 | $2.64 | $0.61 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | — |
| 总资产 | $3.2B | — |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AITEW
| Q1 26 | — | — | ||
| Q4 25 | $406.0M | $4.2B | ||
| Q3 25 | $418.7M | $3.8B | ||
| Q2 25 | $388.4M | $4.1B | ||
| Q1 25 | $352.8M | $3.9B | ||
| Q4 24 | $303.4M | $4.0B | ||
| Q3 24 | $538.5M | $4.4B | ||
| Q2 24 | $460.6M | $2.0B |
股东权益AITEW
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | $10.3B | ||
| Q3 25 | $1.9B | $10.2B | ||
| Q2 25 | $1.8B | $10.5B | ||
| Q1 25 | $1.8B | $10.1B | ||
| Q4 24 | $1.8B | $10.0B | ||
| Q3 24 | $1.8B | $9.5B | ||
| Q2 24 | $1.7B | $7.4B |
总资产AITEW
| Q1 26 | — | — | ||
| Q4 25 | $3.2B | $13.7B | ||
| Q3 25 | $3.2B | $13.3B | ||
| Q2 25 | $3.2B | $13.5B | ||
| Q1 25 | $3.1B | $13.0B | ||
| Q4 24 | $3.0B | $13.1B | ||
| Q3 24 | $3.0B | $13.0B | ||
| Q2 24 | $3.0B | $10.1B |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $93.4M | — |
| 自由现金流率自由现金流/营收 | 8.0% | — |
| 资本支出强度资本支出/营收 | 0.5% | — |
| 现金转化率经营现金流/净利润 | 1.05× | — |
| 过去12个月自由现金流最近4个季度 | $458.5M | — |
8季度趋势，按日历期对齐
经营现金流AITEW
| Q1 26 | — | — | ||
| Q4 25 | $99.7M | $450.9M | ||
| Q3 25 | $119.3M | $573.7M | ||
| Q2 25 | $147.0M | $290.2M | ||
| Q1 25 | $122.5M | $280.4M | ||
| Q4 24 | $95.1M | $-127.5M | ||
| Q3 24 | $127.7M | $351.8M | ||
| Q2 24 | $119.2M | $371.5M |
自由现金流AITEW
| Q1 26 | — | — | ||
| Q4 25 | $93.4M | $353.5M | ||
| Q3 25 | $112.0M | $516.2M | ||
| Q2 25 | $138.2M | $240.9M | ||
| Q1 25 | $114.9M | $224.4M | ||
| Q4 24 | $89.9M | $-177.3M | ||
| Q3 24 | $122.2M | $299.9M | ||
| Q2 24 | $111.7M | $286.1M |
自由现金流率AITEW
| Q1 26 | — | — | ||
| Q4 25 | 8.0% | 22.5% | ||
| Q3 25 | 9.3% | 33.2% | ||
| Q2 25 | 11.3% | 15.7% | ||
| Q1 25 | 9.8% | 15.9% | ||
| Q4 24 | 8.4% | -12.8% | ||
| Q3 24 | 11.1% | 22.1% | ||
| Q2 24 | 9.6% | 20.9% |
资本支出强度AITEW
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 6.2% | ||
| Q3 25 | 0.6% | 3.7% | ||
| Q2 25 | 0.7% | 3.2% | ||
| Q1 25 | 0.6% | 4.0% | ||
| Q4 24 | 0.5% | 3.6% | ||
| Q3 24 | 0.5% | 3.8% | ||
| Q2 24 | 0.6% | 6.2% |
现金转化率AITEW
| Q1 26 | — | — | ||
| Q4 25 | 1.05× | 4.94× | ||
| Q3 25 | 1.18× | 1.97× | ||
| Q2 25 | 1.36× | 0.87× | ||
| Q1 25 | 1.23× | 0.78× | ||
| Q4 24 | 1.02× | -0.33× | ||
| Q3 24 | 1.39× | 0.11× | ||
| Q2 24 | 1.15× | 1.01× |
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% |
EW
暂无分部数据
