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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与罗致恒富（RHI）财务数据对比。点击上方公司名可切换其他公司
罗致恒富的季度营收约是APPLIED INDUSTRIAL TECHNOLOGIES INC的1.1倍（$1.3B vs $1.2B），APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快（8.4% vs -5.8%），罗致恒富自由现金流更多（$170.8M vs $93.4M），过去两年APPLIED INDUSTRIAL TECHNOLOGIES INC的营收复合增速更高（0.7% vs -6.1%）
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。
罗致恒富是1948年成立的国际人力资源咨询机构，总部位于加利福尼亚州门洛帕克和圣拉蒙，是全球规模领先的会计与金融领域人才派遣服务商之一，在全球范围内设有超过345个办公点。
AIT vs RHI — 直观对比
营收规模更大
RHI
是对方的1.1倍
$1.2B
营收增速更快
AIT
高出14.2%
-5.8%
自由现金流更多
RHI
多$77.4M
$93.4M
两年增速更快
AIT
近两年复合增速
-6.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.3B |
| 净利润 | $95.3M | — |
| 毛利率 | 30.4% | 37.6% |
| 营业利润率 | 10.6% | 1.7% |
| 净利率 | 8.2% | — |
| 营收同比 | 8.4% | -5.8% |
| 净利润同比 | 2.2% | — |
| 每股收益（稀释后） | $2.51 | $0.32 |
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AITRHI
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.2B | $1.5B | ||
| Q1 24 | $1.1B | $1.5B |
净利润AITRHI
| Q4 25 | $95.3M | — | ||
| Q3 25 | $100.8M | $42.9M | ||
| Q2 25 | $107.8M | $41.0M | ||
| Q1 25 | $99.8M | $17.4M | ||
| Q4 24 | $93.3M | — | ||
| Q3 24 | $92.1M | $65.5M | ||
| Q2 24 | $103.5M | $68.2M | ||
| Q1 24 | $97.2M | $63.7M |
毛利率AITRHI
| Q4 25 | 30.4% | 37.6% | ||
| Q3 25 | 30.1% | 37.2% | ||
| Q2 25 | 30.6% | 37.2% | ||
| Q1 25 | 30.5% | 36.9% | ||
| Q4 24 | 30.6% | 38.8% | ||
| Q3 24 | 29.6% | 39.0% | ||
| Q2 24 | 30.7% | 39.2% | ||
| Q1 24 | 29.5% | 38.1% |
营业利润率AITRHI
| Q4 25 | 10.6% | 1.7% | ||
| Q3 25 | 10.8% | 1.0% | ||
| Q2 25 | 11.0% | 0.1% | ||
| Q1 25 | 11.1% | 2.9% | ||
| Q4 24 | 11.3% | 4.7% | ||
| Q3 24 | 10.3% | 4.1% | ||
| Q2 24 | 12.0% | 5.1% | ||
| Q1 24 | 10.6% | 2.8% |
净利率AITRHI
| Q4 25 | 8.2% | — | ||
| Q3 25 | 8.4% | 3.2% | ||
| Q2 25 | 8.8% | 3.0% | ||
| Q1 25 | 8.6% | 1.3% | ||
| Q4 24 | 8.7% | — | ||
| Q3 24 | 8.4% | 4.5% | ||
| Q2 24 | 8.9% | 4.6% | ||
| Q1 24 | 8.5% | 4.3% |
每股收益（稀释后）AITRHI
| Q4 25 | $2.51 | $0.32 | ||
| Q3 25 | $2.63 | $0.43 | ||
| Q2 25 | $2.80 | $0.41 | ||
| Q1 25 | $2.57 | $0.17 | ||
| Q4 24 | $2.39 | $0.53 | ||
| Q3 24 | $2.36 | $0.64 | ||
| Q2 24 | $2.64 | $0.66 | ||
| Q1 24 | $2.48 | $0.61 |
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 | $464.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | $1.3B |
| 总资产 | $3.2B | $2.9B |
| 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AITRHI
| Q4 25 | $406.0M | $464.4M | ||
| Q3 25 | $418.7M | $365.3M | ||
| Q2 25 | $388.4M | $380.5M | ||
| Q1 25 | $352.8M | $342.5M | ||
| Q4 24 | $303.4M | $537.6M | ||
| Q3 24 | $538.5M | $570.5M | ||
| Q2 24 | $460.6M | $547.4M | ||
| Q1 24 | $456.5M | $540.9M |
股东权益AITRHI
| Q4 25 | $1.9B | $1.3B | ||
| Q3 25 | $1.9B | $1.3B | ||
| Q2 25 | $1.8B | $1.3B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | $1.8B | $1.4B | ||
| Q3 24 | $1.8B | $1.5B | ||
| Q2 24 | $1.7B | $1.5B | ||
| Q1 24 | $1.7B | $1.5B |
总资产AITRHI
| Q4 25 | $3.2B | $2.9B | ||
| Q3 25 | $3.2B | $2.8B | ||
| Q2 25 | $3.2B | $2.8B | ||
| Q1 25 | $3.1B | $2.7B | ||
| Q4 24 | $3.0B | $2.9B | ||
| Q3 24 | $3.0B | $3.0B | ||
| Q2 24 | $3.0B | $2.9B | ||
| Q1 24 | $2.9B | $2.9B |
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 | $182.5M |
| 自由现金流经营现金流 - 资本支出 | $93.4M | $170.8M |
| 自由现金流率自由现金流/营收 | 8.0% | 13.1% |
| 资本支出强度资本支出/营收 | 0.5% | 0.9% |
| 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 | $266.8M |
8季度趋势，按日历期对齐
经营现金流AITRHI
| Q4 25 | $99.7M | $182.5M | ||
| Q3 25 | $119.3M | $77.4M | ||
| Q2 25 | $147.0M | $119.4M | ||
| Q1 25 | $122.5M | $-59.3M | ||
| Q4 24 | $95.1M | $154.8M | ||
| Q3 24 | $127.7M | $129.6M | ||
| Q2 24 | $119.2M | $142.0M | ||
| Q1 24 | $84.2M | $-15.9M |
自由现金流AITRHI
| Q4 25 | $93.4M | $170.8M | ||
| Q3 25 | $112.0M | $63.6M | ||
| Q2 25 | $138.2M | $104.2M | ||
| Q1 25 | $114.9M | $-71.7M | ||
| Q4 24 | $89.9M | $140.5M | ||
| Q3 24 | $122.2M | $111.8M | ||
| Q2 24 | $111.7M | $129.6M | ||
| Q1 24 | $76.7M | $-27.7M |
自由现金流率AITRHI
| Q4 25 | 8.0% | 13.1% | ||
| Q3 25 | 9.3% | 4.7% | ||
| Q2 25 | 11.3% | 7.6% | ||
| Q1 25 | 9.8% | -5.3% | ||
| Q4 24 | 8.4% | 10.2% | ||
| Q3 24 | 11.1% | 7.6% | ||
| Q2 24 | 9.6% | 8.8% | ||
| Q1 24 | 6.7% | -1.9% |
资本支出强度AITRHI
| Q4 25 | 0.5% | 0.9% | ||
| Q3 25 | 0.6% | 1.0% | ||
| Q2 25 | 0.7% | 1.1% | ||
| Q1 25 | 0.6% | 0.9% | ||
| Q4 24 | 0.5% | 1.0% | ||
| Q3 24 | 0.5% | 1.2% | ||
| Q2 24 | 0.6% | 0.8% | ||
| Q1 24 | 0.7% | 0.8% |
现金转化率AITRHI
| Q4 25 | 1.05× | — | ||
| Q3 25 | 1.18× | 1.80× | ||
| Q2 25 | 1.36× | 2.91× | ||
| Q1 25 | 1.23× | -3.42× | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 1.39× | 1.98× | ||
| Q2 24 | 1.15× | 2.08× | ||
| Q1 24 | 0.87× | -0.25× |
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% |
RHI
| Finance And Accounting | $535.2M | 41% |
| Protiviti | $479.0M | 37% |
| Technology | $156.4M | 12% |
| Permanent Placement Talent Solutions | $102.6M | 8% |
| Other | $29.2M | 2% |
