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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与HUDSON TECHNOLOGIES INC（HDSN）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HUDSON TECHNOLOGIES INC的26.2倍（$1.2B vs $44.4M）。APPLIED INDUSTRIAL TECHNOLOGIES INC净利率更高（8.2% vs -19.4%，领先27.6%）。HUDSON TECHNOLOGIES INC同比增速更快（28.2% vs 8.4%）。APPLIED INDUSTRIAL TECHNOLOGIES INC自由现金流更多（$93.4M vs $-33.7M）。过去两年APPLIED INDUSTRIAL TECHNOLOGIES INC的营收复合增速更高（0.7% vs -17.5%）
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。
哈德逊科技是总部位于美国的可持续制冷剂解决方案供应商，提供原生及回收再生制冷剂、制冷剂回收处理和合规支持服务，主要服务北美市场，核心客户覆盖暖通空调、商用制冷和工业冷却领域，助力客户向低全球变暖潜能值制冷剂转型。
AIT vs HDSN — 直观对比
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $44.4M |
| 净利润 | $95.3M | $-8.6M |
| 毛利率 | 30.4% | 8.0% |
| 营业利润率 | 10.6% | -25.2% |
| 净利率 | 8.2% | -19.4% |
| 营收同比 | 8.4% | 28.2% |
| 净利润同比 | 2.2% | -236.6% |
| 每股收益（稀释后） | $2.51 | $-0.19 |
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 | $44.4M | ||
| Q3 25 | $1.2B | $74.0M | ||
| Q2 25 | $1.2B | $72.8M | ||
| Q1 25 | $1.2B | $55.3M | ||
| Q4 24 | $1.1B | $34.6M | ||
| Q3 24 | $1.1B | $61.9M | ||
| Q2 24 | $1.2B | $75.3M | ||
| Q1 24 | $1.1B | $65.3M |
| Q4 25 | $95.3M | $-8.6M | ||
| Q3 25 | $100.8M | $12.4M | ||
| Q2 25 | $107.8M | $10.2M | ||
| Q1 25 | $99.8M | $2.8M | ||
| Q4 24 | $93.3M | $-2.6M | ||
| Q3 24 | $92.1M | $7.8M | ||
| Q2 24 | $103.5M | $9.6M | ||
| Q1 24 | $97.2M | $9.6M |
| Q4 25 | 30.4% | 8.0% | ||
| Q3 25 | 30.1% | 32.0% | ||
| Q2 25 | 30.6% | 31.3% | ||
| Q1 25 | 30.5% | 21.8% | ||
| Q4 24 | 30.6% | 16.7% | ||
| Q3 24 | 29.6% | 25.7% | ||
| Q2 24 | 30.7% | 30.0% | ||
| Q1 24 | 29.5% | 32.8% |
| Q4 25 | 10.6% | -25.2% | ||
| Q3 25 | 10.8% | 18.9% | ||
| Q2 25 | 11.0% | 17.5% | ||
| Q1 25 | 11.1% | 5.6% | ||
| Q4 24 | 11.3% | -9.4% | ||
| Q3 24 | 10.3% | 11.3% | ||
| Q2 24 | 12.0% | 17.0% | ||
| Q1 24 | 10.6% | 19.6% |
| Q4 25 | 8.2% | -19.4% | ||
| Q3 25 | 8.4% | 16.7% | ||
| Q2 25 | 8.8% | 14.0% | ||
| Q1 25 | 8.6% | 5.0% | ||
| Q4 24 | 8.7% | -7.4% | ||
| Q3 24 | 8.4% | 12.6% | ||
| Q2 24 | 8.9% | 12.7% | ||
| Q1 24 | 8.5% | 14.7% |
| Q4 25 | $2.51 | $-0.19 | ||
| Q3 25 | $2.63 | $0.27 | ||
| Q2 25 | $2.80 | $0.23 | ||
| Q1 25 | $2.57 | $0.06 | ||
| Q4 24 | $2.39 | $-0.05 | ||
| Q3 24 | $2.36 | $0.17 | ||
| Q2 24 | $2.64 | $0.20 | ||
| Q1 24 | $2.48 | $0.20 |
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 | $39.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | $243.4M |
| 总资产 | $3.2B | $318.6M |
| 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 | $39.5M | ||
| Q3 25 | $418.7M | $89.7M | ||
| Q2 25 | $388.4M | $84.3M | ||
| Q1 25 | $352.8M | $81.0M | ||
| Q4 24 | $303.4M | $70.1M | ||
| Q3 24 | $538.5M | $56.5M | ||
| Q2 24 | $460.6M | $30.5M | ||
| Q1 24 | $456.5M | $10.6M |
| Q4 25 | $1.9B | $243.4M | ||
| Q3 25 | $1.9B | $265.9M | ||
| Q2 25 | $1.8B | $254.8M | ||
| Q1 25 | $1.8B | $246.8M | ||
| Q4 24 | $1.8B | $245.8M | ||
| Q3 24 | $1.8B | $253.9M | ||
| Q2 24 | $1.7B | $248.7M | ||
| Q1 24 | $1.7B | $238.6M |
| Q4 25 | $3.2B | $318.6M | ||
| Q3 25 | $3.2B | $338.9M | ||
| Q2 25 | $3.2B | $317.9M | ||
| Q1 25 | $3.1B | $307.9M | ||
| Q4 24 | $3.0B | $302.7M | ||
| Q3 24 | $3.0B | $309.4M | ||
| Q2 24 | $3.0B | $300.9M | ||
| Q1 24 | $2.9B | $294.2M |
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 | $-32.5M |
| 自由现金流经营现金流 - 资本支出 | $93.4M | $-33.7M |
| 自由现金流率自由现金流/营收 | 8.0% | -75.8% |
| 资本支出强度资本支出/营收 | 0.5% | 2.5% |
| 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 | $-8.2M |
8季度趋势，按日历期对齐
| Q4 25 | $99.7M | $-32.5M | ||
| Q3 25 | $119.3M | $8.8M | ||
| Q2 25 | $147.0M | $6.4M | ||
| Q1 25 | $122.5M | $14.2M | ||
| Q4 24 | $95.1M | $20.7M | ||
| Q3 24 | $127.7M | $30.3M | ||
| Q2 24 | $119.2M | $41.8M | ||
| Q1 24 | $84.2M | $-933.0K |
| Q4 25 | $93.4M | $-33.7M | ||
| Q3 25 | $112.0M | $6.7M | ||
| Q2 25 | $138.2M | $5.9M | ||
| Q1 25 | $114.9M | $12.7M | ||
| Q4 24 | $89.9M | $19.2M | ||
| Q3 24 | $122.2M | $28.6M | ||
| Q2 24 | $111.7M | $40.6M | ||
| Q1 24 | $76.7M | $-1.9M |
| Q4 25 | 8.0% | -75.8% | ||
| Q3 25 | 9.3% | 9.1% | ||
| Q2 25 | 11.3% | 8.2% | ||
| Q1 25 | 9.8% | 23.0% | ||
| Q4 24 | 8.4% | 55.3% | ||
| Q3 24 | 11.1% | 46.2% | ||
| Q2 24 | 9.6% | 54.0% | ||
| Q1 24 | 6.7% | -2.9% |
| Q4 25 | 0.5% | 2.5% | ||
| Q3 25 | 0.6% | 2.8% | ||
| Q2 25 | 0.7% | 0.6% | ||
| Q1 25 | 0.6% | 2.5% | ||
| Q4 24 | 0.5% | 4.5% | ||
| Q3 24 | 0.5% | 2.7% | ||
| Q2 24 | 0.6% | 1.5% | ||
| Q1 24 | 0.7% | 1.5% |
| Q4 25 | 1.05× | — | ||
| Q3 25 | 1.18× | 0.71× | ||
| Q2 25 | 1.36× | 0.63× | ||
| Q1 25 | 1.23× | 5.13× | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 1.39× | 3.88× | ||
| Q2 24 | 1.15× | 4.36× | ||
| Q1 24 | 0.87× | -0.10× |
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% |
HDSN
| Products | $43.1M | 97% |
| Services | $1.3M | 3% |
