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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与Reddit, Inc.（RDDT）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Reddit, Inc.的1.6倍（$1.2B vs $725.6M），Reddit, Inc.净利率更高（34.7% vs 8.2%，领先26.5%），Reddit, Inc.同比增速更快（69.7% vs 8.4%），Reddit, Inc.自由现金流更多（$263.6M vs $93.4M），过去两年Reddit, Inc.的营收复合增速更高（72.8% 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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
AIT vs RDDT — 直观对比
营收规模更大
AIT
是对方的1.6倍
$725.6M
营收增速更快
RDDT
高出61.3%
8.4%
净利率更高
RDDT
高出26.5%
8.2%
自由现金流更多
RDDT
多$170.3M
$93.4M
两年增速更快
RDDT
近两年复合增速
0.7%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $725.6M |
| 净利润 | $95.3M | $251.6M |
| 毛利率 | 30.4% | 91.9% |
| 营业利润率 | 10.6% | 31.9% |
| 净利率 | 8.2% | 34.7% |
| 营收同比 | 8.4% | 69.7% |
| 净利润同比 | 2.2% | 254.2% |
| 每股收益（稀释后） | $2.51 | $1.24 |
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AITRDDT
| Q4 25 | $1.2B | $725.6M | ||
| Q3 25 | $1.2B | $584.9M | ||
| Q2 25 | $1.2B | $499.6M | ||
| Q1 25 | $1.2B | $392.4M | ||
| Q4 24 | $1.1B | $427.7M | ||
| Q3 24 | $1.1B | $348.4M | ||
| Q2 24 | $1.2B | $281.2M | ||
| Q1 24 | $1.1B | $243.0M |
净利润AITRDDT
| Q4 25 | $95.3M | $251.6M | ||
| Q3 25 | $100.8M | $162.7M | ||
| Q2 25 | $107.8M | $89.3M | ||
| Q1 25 | $99.8M | $26.2M | ||
| Q4 24 | $93.3M | $71.0M | ||
| Q3 24 | $92.1M | $29.9M | ||
| Q2 24 | $103.5M | $-10.1M | ||
| Q1 24 | $97.2M | $-575.1M |
毛利率AITRDDT
| Q4 25 | 30.4% | 91.9% | ||
| Q3 25 | 30.1% | 91.0% | ||
| Q2 25 | 30.6% | 90.8% | ||
| Q1 25 | 30.5% | 90.5% | ||
| Q4 24 | 30.6% | 92.6% | ||
| Q3 24 | 29.6% | 90.1% | ||
| Q2 24 | 30.7% | 89.5% | ||
| Q1 24 | 29.5% | 88.6% |
营业利润率AITRDDT
| Q4 25 | 10.6% | 31.9% | ||
| Q3 25 | 10.8% | 23.7% | ||
| Q2 25 | 11.0% | 13.6% | ||
| Q1 25 | 11.1% | 1.0% | ||
| Q4 24 | 11.3% | 12.4% | ||
| Q3 24 | 10.3% | 2.0% | ||
| Q2 24 | 12.0% | -11.0% | ||
| Q1 24 | 10.6% | -242.5% |
净利率AITRDDT
| Q4 25 | 8.2% | 34.7% | ||
| Q3 25 | 8.4% | 27.8% | ||
| Q2 25 | 8.8% | 17.9% | ||
| Q1 25 | 8.6% | 6.7% | ||
| Q4 24 | 8.7% | 16.6% | ||
| Q3 24 | 8.4% | 8.6% | ||
| Q2 24 | 8.9% | -3.6% | ||
| Q1 24 | 8.5% | -236.7% |
每股收益（稀释后）AITRDDT
| Q4 25 | $2.51 | $1.24 | ||
| Q3 25 | $2.63 | $0.80 | ||
| Q2 25 | $2.80 | $0.45 | ||
| Q1 25 | $2.57 | $0.13 | ||
| Q4 24 | $2.39 | $4.76 | ||
| Q3 24 | $2.36 | $0.16 | ||
| Q2 24 | $2.64 | $-0.06 | ||
| Q1 24 | $2.48 | $-8.19 |
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 | $953.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | $2.9B |
| 总资产 | $3.2B | $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AITRDDT
| Q4 25 | $406.0M | $953.6M | ||
| Q3 25 | $418.7M | $911.7M | ||
| Q2 25 | $388.4M | $734.1M | ||
| Q1 25 | $352.8M | $635.7M | ||
| Q4 24 | $303.4M | $562.1M | ||
| Q3 24 | $538.5M | $515.9M | ||
| Q2 24 | $460.6M | $468.0M | ||
| Q1 24 | $456.5M | $968.5M |
股东权益AITRDDT
| Q4 25 | $1.9B | $2.9B | ||
| Q3 25 | $1.9B | $2.6B | ||
| Q2 25 | $1.8B | $2.4B | ||
| Q1 25 | $1.8B | $2.2B | ||
| Q4 24 | $1.8B | $2.1B | ||
| Q3 24 | $1.8B | $2.0B | ||
| Q2 24 | $1.7B | $1.9B | ||
| Q1 24 | $1.7B | $1.8B |
总资产AITRDDT
| Q4 25 | $3.2B | $3.2B | ||
| Q3 25 | $3.2B | $2.9B | ||
| Q2 25 | $3.2B | $2.6B | ||
| Q1 25 | $3.1B | $2.4B | ||
| Q4 24 | $3.0B | $2.3B | ||
| Q3 24 | $3.0B | $2.2B | ||
| Q2 24 | $3.0B | $2.1B | ||
| Q1 24 | $2.9B | $2.0B |
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 | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $93.4M | $263.6M |
| 自由现金流率自由现金流/营收 | 8.0% | 36.3% |
| 资本支出强度资本支出/营收 | 0.5% | 0.4% |
| 现金转化率经营现金流/净利润 | 1.05× | 1.06× |
| 过去12个月自由现金流最近4个季度 | $458.5M | $684.2M |
8季度趋势，按日历期对齐
经营现金流AITRDDT
| Q4 25 | $99.7M | $266.8M | ||
| Q3 25 | $119.3M | $185.2M | ||
| Q2 25 | $147.0M | $111.3M | ||
| Q1 25 | $122.5M | $127.6M | ||
| Q4 24 | $95.1M | $90.0M | ||
| Q3 24 | $127.7M | $71.6M | ||
| Q2 24 | $119.2M | $28.4M | ||
| Q1 24 | $84.2M | $32.1M |
自由现金流AITRDDT
| Q4 25 | $93.4M | $263.6M | ||
| Q3 25 | $112.0M | $183.1M | ||
| Q2 25 | $138.2M | $110.8M | ||
| Q1 25 | $114.9M | $126.6M | ||
| Q4 24 | $89.9M | $89.2M | ||
| Q3 24 | $122.2M | $70.3M | ||
| Q2 24 | $111.7M | $27.2M | ||
| Q1 24 | $76.7M | $29.2M |
自由现金流率AITRDDT
| Q4 25 | 8.0% | 36.3% | ||
| Q3 25 | 9.3% | 31.3% | ||
| Q2 25 | 11.3% | 22.2% | ||
| Q1 25 | 9.8% | 32.3% | ||
| Q4 24 | 8.4% | 20.8% | ||
| Q3 24 | 11.1% | 20.2% | ||
| Q2 24 | 9.6% | 9.7% | ||
| Q1 24 | 6.7% | 12.0% |
资本支出强度AITRDDT
| Q4 25 | 0.5% | 0.4% | ||
| Q3 25 | 0.6% | 0.4% | ||
| Q2 25 | 0.7% | 0.1% | ||
| Q1 25 | 0.6% | 0.2% | ||
| Q4 24 | 0.5% | 0.2% | ||
| Q3 24 | 0.5% | 0.4% | ||
| Q2 24 | 0.6% | 0.4% | ||
| Q1 24 | 0.7% | 1.2% |
现金转化率AITRDDT
| Q4 25 | 1.05× | 1.06× | ||
| Q3 25 | 1.18× | 1.14× | ||
| Q2 25 | 1.36× | 1.25× | ||
| Q1 25 | 1.23× | 4.88× | ||
| Q4 24 | 1.02× | 1.27× | ||
| Q3 24 | 1.39× | 2.40× | ||
| Q2 24 | 1.15× | — | ||
| 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% |
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |
