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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与利氏兄弟拍卖行（RBA）财务数据对比。点击上方公司名可切换其他公司
APPLIED INDUSTRIAL TECHNOLOGIES INC的季度营收约是利氏兄弟拍卖行的1.0倍（$1.3B vs $1.2B），利氏兄弟拍卖行净利率更高（9.1% vs 8.0%，领先1.1%），APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快（7.3% vs 5.4%），利氏兄弟拍卖行自由现金流更多（$186.5M vs $95.4M），过去两年利氏兄弟拍卖行的营收复合增速更高（6.3% vs 3.8%）
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。
利氏兄弟拍卖行（股票代码RBA）是全球知名的工业资产拍卖服务商，注册地位于加拿大，属公开上市企业，总部设在美国伊利诺伊州韦斯特切斯特，普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
AIT vs RBA — 直观对比
营收规模更大
AIT
是对方的1.0倍
$1.2B
营收增速更快
AIT
高出1.8%
5.4%
净利率更高
RBA
高出1.1%
8.0%
自由现金流更多
RBA
多$91.1M
$95.4M
两年增速更快
RBA
近两年复合增速
3.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.2B |
| 净利润 | $99.8M | $109.7M |
| 毛利率 | 30.4% | — |
| 营业利润率 | 11.0% | 14.7% |
| 净利率 | 8.0% | 9.1% |
| 营收同比 | 7.3% | 5.4% |
| 净利润同比 | -0.0% | -7.4% |
| 每股收益（稀释后） | $2.65 | $0.53 |
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AITRBA
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $1.2B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.1B | $1.1B | ||
| Q3 24 | $1.1B | $981.8M | ||
| Q2 24 | $1.2B | $1.1B |
净利润AITRBA
| Q1 26 | $99.8M | — | ||
| Q4 25 | $95.3M | $109.7M | ||
| Q3 25 | $100.8M | $95.5M | ||
| Q2 25 | $107.8M | $109.8M | ||
| Q1 25 | $99.8M | $113.4M | ||
| Q4 24 | $93.3M | $118.5M | ||
| Q3 24 | $92.1M | $76.1M | ||
| Q2 24 | $103.5M | $111.1M |
毛利率AITRBA
| Q1 26 | 30.4% | — | ||
| 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% | — |
营业利润率AITRBA
| Q1 26 | 11.0% | — | ||
| Q4 25 | 10.6% | 14.7% | ||
| Q3 25 | 10.8% | 14.5% | ||
| Q2 25 | 11.0% | 15.9% | ||
| Q1 25 | 11.1% | 17.1% | ||
| Q4 24 | 11.3% | 18.1% | ||
| Q3 24 | 10.3% | 15.6% | ||
| Q2 24 | 12.0% | 18.4% |
净利率AITRBA
| Q1 26 | 8.0% | — | ||
| Q4 25 | 8.2% | 9.1% | ||
| Q3 25 | 8.4% | 8.7% | ||
| Q2 25 | 8.8% | 9.3% | ||
| Q1 25 | 8.6% | 10.2% | ||
| Q4 24 | 8.7% | 10.4% | ||
| Q3 24 | 8.4% | 7.8% | ||
| Q2 24 | 8.9% | 10.1% |
每股收益（稀释后）AITRBA
| Q1 26 | $2.65 | — | ||
| Q4 25 | $2.51 | $0.53 | ||
| Q3 25 | $2.63 | $0.43 | ||
| Q2 25 | $2.80 | $0.53 | ||
| Q1 25 | $2.57 | $0.55 | ||
| Q4 24 | $2.39 | $0.58 | ||
| Q3 24 | $2.36 | $0.36 | ||
| Q2 24 | $2.64 | $0.54 |
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 | $171.6M | $531.5M |
| 总债务越低越好 | $365.3M | $2.3B |
| 股东权益账面价值 | $1.9B | $5.6B |
| 总资产 | $3.0B | $12.1B |
| 负债/权益比越低杠杆越低 | 0.20× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资AITRBA
| Q1 26 | $171.6M | — | ||
| Q4 25 | $406.0M | $531.5M | ||
| Q3 25 | $418.7M | $674.7M | ||
| Q2 25 | $388.4M | $710.2M | ||
| Q1 25 | $352.8M | $578.1M | ||
| Q4 24 | $303.4M | $533.9M | ||
| Q3 24 | $538.5M | $650.7M | ||
| Q2 24 | $460.6M | $599.5M |
总债务AITRBA
| Q1 26 | $365.3M | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.8B |
股东权益AITRBA
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $5.6B | ||
| Q3 25 | $1.9B | $5.5B | ||
| Q2 25 | $1.8B | $5.5B | ||
| Q1 25 | $1.8B | $5.3B | ||
| Q4 24 | $1.8B | $5.2B | ||
| Q3 24 | $1.8B | $5.2B | ||
| Q2 24 | $1.7B | $5.2B |
总资产AITRBA
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.2B | $12.1B | ||
| Q3 25 | $3.2B | $12.2B | ||
| Q2 25 | $3.2B | $12.2B | ||
| Q1 25 | $3.1B | $11.9B | ||
| Q4 24 | $3.0B | $11.8B | ||
| Q3 24 | $3.0B | $11.9B | ||
| Q2 24 | $3.0B | $12.1B |
负债/权益比AITRBA
| Q1 26 | 0.20× | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.52× | ||
| Q2 24 | — | 0.55× |
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 | $319.1M | $255.2M |
| 自由现金流经营现金流 - 资本支出 | $95.4M | $186.5M |
| 自由现金流率自由现金流/营收 | 7.6% | 15.5% |
| 资本支出强度资本支出/营收 | 1.5% | 5.7% |
| 现金转化率经营现金流/净利润 | 3.20× | 2.33× |
| 过去12个月自由现金流最近4个季度 | $438.9M | $719.2M |
8季度趋势，按日历期对齐
经营现金流AITRBA
| Q1 26 | $319.1M | — | ||
| Q4 25 | $99.7M | $255.2M | ||
| Q3 25 | $119.3M | $239.7M | ||
| Q2 25 | $147.0M | $326.5M | ||
| Q1 25 | $122.5M | $156.8M | ||
| Q4 24 | $95.1M | $184.5M | ||
| Q3 24 | $127.7M | $285.4M | ||
| Q2 24 | $119.2M | $337.3M |
自由现金流AITRBA
| Q1 26 | $95.4M | — | ||
| Q4 25 | $93.4M | $186.5M | ||
| Q3 25 | $112.0M | $188.5M | ||
| Q2 25 | $138.2M | $241.7M | ||
| Q1 25 | $114.9M | $102.5M | ||
| Q4 24 | $89.9M | $127.9M | ||
| Q3 24 | $122.2M | $248.5M | ||
| Q2 24 | $111.7M | $308.6M |
自由现金流率AITRBA
| Q1 26 | 7.6% | — | ||
| Q4 25 | 8.0% | 15.5% | ||
| Q3 25 | 9.3% | 17.3% | ||
| Q2 25 | 11.3% | 20.4% | ||
| Q1 25 | 9.8% | 9.2% | ||
| Q4 24 | 8.4% | 11.2% | ||
| Q3 24 | 11.1% | 25.3% | ||
| Q2 24 | 9.6% | 28.2% |
资本支出强度AITRBA
| Q1 26 | 1.5% | — | ||
| Q4 25 | 0.5% | 5.7% | ||
| Q3 25 | 0.6% | 4.7% | ||
| Q2 25 | 0.7% | 7.2% | ||
| Q1 25 | 0.6% | 4.9% | ||
| Q4 24 | 0.5% | 5.0% | ||
| Q3 24 | 0.5% | 3.8% | ||
| Q2 24 | 0.6% | 2.6% |
现金转化率AITRBA
| Q1 26 | 3.20× | — | ||
| Q4 25 | 1.05× | 2.33× | ||
| Q3 25 | 1.18× | 2.51× | ||
| Q2 25 | 1.36× | 2.97× | ||
| Q1 25 | 1.23× | 1.38× | ||
| Q4 24 | 1.02× | 1.56× | ||
| Q3 24 | 1.39× | 3.75× | ||
| Q2 24 | 1.15× | 3.04× |
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
暂无分部数据
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
