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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与Pool Corporation（POOL）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Pool Corporation的1.0倍（$1.2B vs $1.1B），APPLIED INDUSTRIAL TECHNOLOGIES INC净利率更高（8.2% vs 4.7%，领先3.5%），APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快（8.4% vs 6.2%），过去两年APPLIED INDUSTRIAL TECHNOLOGIES INC的营收复合增速更高（0.7% vs -19.8%）
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。
Pool Corporation（简称POOLCORP）是全球最大的游泳池用品、设备及机械分销商，注册地为美国特拉华州，总部位于路易斯安那州卡温顿。公司在北美、欧洲、澳大利亚运营439个销售中心，服务约12.5万客户，过半收入来自美国加州、得州、佛罗里达及亚利桑那市场，受益于人口向温暖气候区迁移的趋势。
AIT vs POOL — 直观对比
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.1B |
| 净利润 | $95.3M | $53.2M |
| 毛利率 | 30.4% | 29.0% |
| 营业利润率 | 10.6% | 7.3% |
| 净利率 | 8.2% | 4.7% |
| 营收同比 | 8.4% | 6.2% |
| 净利润同比 | 2.2% | -0.6% |
| 每股收益（稀释后） | $2.51 | $1.45 |
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
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.2B | $982.2M | ||
| Q3 25 | $1.2B | $1.5B | ||
| Q2 25 | $1.2B | $1.8B | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.1B | $987.5M | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.2B | $1.8B |
| Q1 26 | — | $53.2M | ||
| Q4 25 | $95.3M | $31.6M | ||
| Q3 25 | $100.8M | $127.0M | ||
| Q2 25 | $107.8M | $194.3M | ||
| Q1 25 | $99.8M | $53.5M | ||
| Q4 24 | $93.3M | $37.3M | ||
| Q3 24 | $92.1M | $125.7M | ||
| Q2 24 | $103.5M | $192.4M |
| Q1 26 | — | 29.0% | ||
| Q4 25 | 30.4% | 30.1% | ||
| Q3 25 | 30.1% | 29.6% | ||
| Q2 25 | 30.6% | 30.0% | ||
| Q1 25 | 30.5% | 29.2% | ||
| Q4 24 | 30.6% | 29.4% | ||
| Q3 24 | 29.6% | 29.1% | ||
| Q2 24 | 30.7% | 30.0% |
| Q1 26 | — | 7.3% | ||
| Q4 25 | 10.6% | 5.3% | ||
| Q3 25 | 10.8% | 12.3% | ||
| Q2 25 | 11.0% | 15.3% | ||
| Q1 25 | 11.1% | 7.2% | ||
| Q4 24 | 11.3% | 6.1% | ||
| Q3 24 | 10.3% | 12.3% | ||
| Q2 24 | 12.0% | 15.3% |
| Q1 26 | — | 4.7% | ||
| Q4 25 | 8.2% | 3.2% | ||
| Q3 25 | 8.4% | 8.8% | ||
| Q2 25 | 8.8% | 10.9% | ||
| Q1 25 | 8.6% | 5.0% | ||
| Q4 24 | 8.7% | 3.8% | ||
| Q3 24 | 8.4% | 8.8% | ||
| Q2 24 | 8.9% | 10.9% |
| Q1 26 | — | $1.45 | ||
| Q4 25 | $2.51 | $0.86 | ||
| Q3 25 | $2.63 | $3.40 | ||
| Q2 25 | $2.80 | $5.17 | ||
| Q1 25 | $2.57 | $1.42 | ||
| Q4 24 | $2.39 | $1.00 | ||
| Q3 24 | $2.36 | $3.27 | ||
| Q2 24 | $2.64 | $4.99 |
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 | $64.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | — |
| 总资产 | $3.2B | $4.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $64.5M | ||
| 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 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $968.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $879.1M | ||
| Q2 24 | — | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | $1.2B | ||
| Q3 25 | $1.9B | $1.4B | ||
| Q2 25 | $1.8B | $1.3B | ||
| Q1 25 | $1.8B | $1.2B | ||
| Q4 24 | $1.8B | $1.3B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.7B | $1.4B |
| Q1 26 | — | $4.0B | ||
| Q4 25 | $3.2B | $3.6B | ||
| Q3 25 | $3.2B | $3.5B | ||
| Q2 25 | $3.2B | $3.7B | ||
| Q1 25 | $3.1B | $3.7B | ||
| Q4 24 | $3.0B | $3.4B | ||
| Q3 24 | $3.0B | $3.4B | ||
| Q2 24 | $3.0B | $3.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.76× | ||
| Q2 25 | — | 0.93× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.61× | ||
| Q2 24 | — | 0.75× |
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 | $25.7M |
| 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× | 0.48× |
| 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
| Q1 26 | — | $25.7M | ||
| Q4 25 | $99.7M | $80.1M | ||
| Q3 25 | $119.3M | $287.3M | ||
| Q2 25 | $147.0M | $-28.8M | ||
| Q1 25 | $122.5M | $27.2M | ||
| Q4 24 | $95.1M | $170.6M | ||
| Q3 24 | $127.7M | $316.5M | ||
| Q2 24 | $119.2M | $26.7M |
| Q1 26 | — | — | ||
| Q4 25 | $93.4M | $71.9M | ||
| Q3 25 | $112.0M | $266.6M | ||
| Q2 25 | $138.2M | $-42.9M | ||
| Q1 25 | $114.9M | $13.9M | ||
| Q4 24 | $89.9M | $157.0M | ||
| Q3 24 | $122.2M | $305.5M | ||
| Q2 24 | $111.7M | $8.8M |
| Q1 26 | — | — | ||
| Q4 25 | 8.0% | 7.3% | ||
| Q3 25 | 9.3% | 18.4% | ||
| Q2 25 | 11.3% | -2.4% | ||
| Q1 25 | 9.8% | 1.3% | ||
| Q4 24 | 8.4% | 15.9% | ||
| Q3 24 | 11.1% | 21.3% | ||
| Q2 24 | 9.6% | 0.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.8% | ||
| Q3 25 | 0.6% | 1.4% | ||
| Q2 25 | 0.7% | 0.8% | ||
| Q1 25 | 0.6% | 1.2% | ||
| Q4 24 | 0.5% | 1.4% | ||
| Q3 24 | 0.5% | 0.8% | ||
| Q2 24 | 0.6% | 1.0% |
| Q1 26 | — | 0.48× | ||
| Q4 25 | 1.05× | 2.54× | ||
| Q3 25 | 1.18× | 2.26× | ||
| Q2 25 | 1.36× | -0.15× | ||
| Q1 25 | 1.23× | 0.51× | ||
| Q4 24 | 1.02× | 4.57× | ||
| Q3 24 | 1.39× | 2.52× | ||
| Q2 24 | 1.15× | 0.14× |
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% |
POOL
暂无分部数据
