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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与GLOBAL PARTNERS LP（GLP）财务数据对比。点击上方公司名可切换其他公司
GLOBAL PARTNERS LP的季度营收约是APPLIED INDUSTRIAL TECHNOLOGIES INC的1.9倍（$2.2B vs $1.2B），APPLIED INDUSTRIAL TECHNOLOGIES INC净利率更高（8.2% vs 1.1%，领先7.1%），APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快（8.4% vs 7.0%），APPLIED INDUSTRIAL TECHNOLOGIES INC自由现金流更多（$93.4M vs $62.2M），过去两年APPLIED INDUSTRIAL TECHNOLOGIES INC的营收复合增速更高（0.7% vs 0.2%）
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。
Global Partners LP是一家美国能源供应企业，2018年位列《财富》世界500强第361位，采用业主有限合伙制架构，核心业务为石油产品进口，深耕北美市场开展营销活动，批发的产品涵盖原油、柴油、汽油、取暖油及煤油等品类。
AIT vs GLP — 直观对比
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.2B |
| 净利润 | $95.3M | $25.1M |
| 毛利率 | 30.4% | 11.9% |
| 营业利润率 | 10.6% | 2.6% |
| 净利率 | 8.2% | 1.1% |
| 营收同比 | 8.4% | 7.0% |
| 净利润同比 | 2.2% | 5.0% |
| 每股收益（稀释后） | $2.51 | — |
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 | $2.2B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.2B | $2.2B | ||
| Q4 24 | $1.1B | $2.1B | ||
| Q3 24 | $1.1B | $2.1B | ||
| Q2 24 | $1.2B | $2.3B | ||
| Q1 24 | $1.1B | $2.2B |
| Q4 25 | $95.3M | $25.1M | ||
| Q3 25 | $100.8M | $29.0M | ||
| Q2 25 | $107.8M | $25.2M | ||
| Q1 25 | $99.8M | $18.7M | ||
| Q4 24 | $93.3M | $23.9M | ||
| Q3 24 | $92.1M | $45.9M | ||
| Q2 24 | $103.5M | $46.1M | ||
| Q1 24 | $97.2M | $-5.6M |
| Q4 25 | 30.4% | 11.9% | ||
| Q3 25 | 30.1% | 12.1% | ||
| Q2 25 | 30.6% | 13.1% | ||
| Q1 25 | 30.5% | 11.7% | ||
| Q4 24 | 30.6% | 13.0% | ||
| Q3 24 | 29.6% | 13.4% | ||
| Q2 24 | 30.7% | 12.6% | ||
| Q1 24 | 29.5% | 9.8% |
| Q4 25 | 10.6% | 2.6% | ||
| Q3 25 | 10.8% | 2.7% | ||
| Q2 25 | 11.0% | 2.9% | ||
| Q1 25 | 11.1% | 2.6% | ||
| Q4 24 | 11.3% | 2.8% | ||
| Q3 24 | 10.3% | 3.9% | ||
| Q2 24 | 12.0% | 3.7% | ||
| Q1 24 | 10.6% | 1.2% |
| Q4 25 | 8.2% | 1.1% | ||
| Q3 25 | 8.4% | 1.3% | ||
| Q2 25 | 8.8% | 1.2% | ||
| Q1 25 | 8.6% | 0.9% | ||
| Q4 24 | 8.7% | 1.2% | ||
| Q3 24 | 8.4% | 2.1% | ||
| Q2 24 | 8.9% | 2.0% | ||
| Q1 24 | 8.5% | -0.3% |
| Q4 25 | $2.51 | — | ||
| Q3 25 | $2.63 | — | ||
| Q2 25 | $2.80 | — | ||
| Q1 25 | $2.57 | — | ||
| Q4 24 | $2.39 | — | ||
| Q3 24 | $2.36 | — | ||
| Q2 24 | $2.64 | — | ||
| Q1 24 | $2.48 | — |
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 | $3.9B |
| 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 | — | ||
| Q3 25 | $418.7M | — | ||
| Q2 25 | $388.4M | — | ||
| Q1 25 | $352.8M | — | ||
| Q4 24 | $303.4M | — | ||
| Q3 24 | $538.5M | — | ||
| Q2 24 | $460.6M | — | ||
| Q1 24 | $456.5M | — |
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.7B | — | ||
| Q1 24 | $1.7B | — |
| Q4 25 | $3.2B | $3.9B | ||
| Q3 25 | $3.2B | $3.7B | ||
| Q2 25 | $3.2B | $3.8B | ||
| Q1 25 | $3.1B | $3.8B | ||
| Q4 24 | $3.0B | $3.8B | ||
| Q3 24 | $3.0B | $3.7B | ||
| Q2 24 | $3.0B | $3.8B | ||
| Q1 24 | $2.9B | $3.5B |
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 | $101.0M |
| 自由现金流经营现金流 - 资本支出 | $93.4M | $62.2M |
| 自由现金流率自由现金流/营收 | 8.0% | 2.8% |
| 资本支出强度资本支出/营收 | 0.5% | 1.8% |
| 现金转化率经营现金流/净利润 | 1.05× | 4.03× |
| 过去12个月自由现金流最近4个季度 | $458.5M | $193.3M |
8季度趋势，按日历期对齐
| Q4 25 | $99.7M | $101.0M | ||
| Q3 25 | $119.3M | $19.0M | ||
| Q2 25 | $147.0M | $216.3M | ||
| Q1 25 | $122.5M | $-51.6M | ||
| Q4 24 | $95.1M | $67.2M | ||
| Q3 24 | $127.7M | $122.7M | ||
| Q2 24 | $119.2M | $24.3M | ||
| Q1 24 | $84.2M | $-182.7M |
| Q4 25 | $93.4M | $62.2M | ||
| Q3 25 | $112.0M | $-678.0K | ||
| Q2 25 | $138.2M | $201.3M | ||
| Q1 25 | $114.9M | $-69.5M | ||
| Q4 24 | $89.9M | $20.4M | ||
| Q3 24 | $122.2M | $98.4M | ||
| Q2 24 | $111.7M | $8.7M | ||
| Q1 24 | $76.7M | $-199.3M |
| Q4 25 | 8.0% | 2.8% | ||
| Q3 25 | 9.3% | -0.0% | ||
| Q2 25 | 11.3% | 9.7% | ||
| Q1 25 | 9.8% | -3.2% | ||
| Q4 24 | 8.4% | 1.0% | ||
| Q3 24 | 11.1% | 4.6% | ||
| Q2 24 | 9.6% | 0.4% | ||
| Q1 24 | 6.7% | -9.0% |
| Q4 25 | 0.5% | 1.8% | ||
| Q3 25 | 0.6% | 0.9% | ||
| Q2 25 | 0.7% | 0.7% | ||
| Q1 25 | 0.6% | 0.8% | ||
| Q4 24 | 0.5% | 2.3% | ||
| Q3 24 | 0.5% | 1.1% | ||
| Q2 24 | 0.6% | 0.7% | ||
| Q1 24 | 0.7% | 0.8% |
| Q4 25 | 1.05× | 4.03× | ||
| Q3 25 | 1.18× | 0.66× | ||
| Q2 25 | 1.36× | 8.58× | ||
| Q1 25 | 1.23× | -2.76× | ||
| Q4 24 | 1.02× | 2.82× | ||
| Q3 24 | 1.39× | 2.67× | ||
| Q2 24 | 1.15× | 0.53× | ||
| 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% |
GLP
| Gasoline | $1.0B | 46% |
| Refined Petroleum Products Renewable Fuels Crude Oil And Propane | $884.7M | 40% |
| Commercial Segment | $187.6M | 8% |
| Station Operations | $110.5M | 5% |
