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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与Rivian Automotive, Inc.（RIVN）财务数据对比。点击上方公司名可切换其他公司
Rivian Automotive, Inc.的季度营收约是APPLIED INDUSTRIAL TECHNOLOGIES INC的1.0倍（$1.3B vs $1.3B），APPLIED INDUSTRIAL TECHNOLOGIES INC净利率更高（8.0% vs -63.1%，领先71.0%），APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快（7.3% vs -25.8%），APPLIED INDUSTRIAL TECHNOLOGIES INC自由现金流更多（$95.4M vs $-1.1B），过去两年APPLIED INDUSTRIAL TECHNOLOGIES INC的营收复合增速更高（3.8% vs 3.3%）
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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
AIT vs RIVN — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.3B |
| 净利润 | $99.8M | $-811.0M |
| 毛利率 | 30.4% | 9.3% |
| 营业利润率 | 11.0% | -64.8% |
| 净利率 | 8.0% | -63.1% |
| 营收同比 | 7.3% | -25.8% |
| 净利润同比 | -0.0% | -9.0% |
| 每股收益（稀释后） | $2.65 | $-0.66 |
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 | $1.3B | — | ||
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $1.2B | $1.6B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.2B | $1.2B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.1B | $874.0M | ||
| Q2 24 | $1.2B | $1.2B |
| Q1 26 | $99.8M | — | ||
| Q4 25 | $95.3M | $-811.0M | ||
| Q3 25 | $100.8M | $-1.2B | ||
| Q2 25 | $107.8M | $-1.1B | ||
| Q1 25 | $99.8M | $-545.0M | ||
| Q4 24 | $93.3M | $-744.0M | ||
| Q3 24 | $92.1M | $-1.1B | ||
| Q2 24 | $103.5M | $-1.5B |
| Q1 26 | 30.4% | — | ||
| Q4 25 | 30.4% | 9.3% | ||
| Q3 25 | 30.1% | 1.5% | ||
| Q2 25 | 30.6% | -15.8% | ||
| Q1 25 | 30.5% | 16.6% | ||
| Q4 24 | 30.6% | 9.8% | ||
| Q3 24 | 29.6% | -44.9% | ||
| Q2 24 | 30.7% | -38.9% |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 10.6% | -64.8% | ||
| Q3 25 | 10.8% | -63.1% | ||
| Q2 25 | 11.0% | -85.5% | ||
| Q1 25 | 11.1% | -52.8% | ||
| Q4 24 | 11.3% | -38.1% | ||
| Q3 24 | 10.3% | -133.8% | ||
| Q2 24 | 12.0% | -118.7% |
| Q1 26 | 8.0% | — | ||
| Q4 25 | 8.2% | -63.1% | ||
| Q3 25 | 8.4% | -75.3% | ||
| Q2 25 | 8.8% | -85.7% | ||
| Q1 25 | 8.6% | -44.0% | ||
| Q4 24 | 8.7% | -42.9% | ||
| Q3 24 | 8.4% | -125.9% | ||
| Q2 24 | 8.9% | -125.8% |
| Q1 26 | $2.65 | — | ||
| Q4 25 | $2.51 | $-0.66 | ||
| Q3 25 | $2.63 | $-0.96 | ||
| Q2 25 | $2.80 | $-0.97 | ||
| Q1 25 | $2.57 | $-0.48 | ||
| Q4 24 | $2.39 | $-0.67 | ||
| Q3 24 | $2.36 | $-1.08 | ||
| Q2 24 | $2.64 | $-1.46 |
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 | $6.1B |
| 总债务越低越好 | $365.3M | — |
| 股东权益账面价值 | $1.9B | $4.6B |
| 总资产 | $3.0B | $14.9B |
| 负债/权益比越低杠杆越低 | 0.20× | — |
8季度趋势，按日历期对齐
| Q1 26 | $171.6M | — | ||
| Q4 25 | $406.0M | $6.1B | ||
| Q3 25 | $418.7M | $7.1B | ||
| Q2 25 | $388.4M | $7.5B | ||
| Q1 25 | $352.8M | $7.2B | ||
| Q4 24 | $303.4M | $7.7B | ||
| Q3 24 | $538.5M | $6.7B | ||
| Q2 24 | $460.6M | $7.9B |
| Q1 26 | $365.3M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $5.5B |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $4.6B | ||
| Q3 25 | $1.9B | $5.1B | ||
| Q2 25 | $1.8B | $6.1B | ||
| Q1 25 | $1.8B | $6.2B | ||
| Q4 24 | $1.8B | $6.6B | ||
| Q3 24 | $1.8B | $5.9B | ||
| Q2 24 | $1.7B | $6.8B |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.2B | $14.9B | ||
| Q3 25 | $3.2B | $15.2B | ||
| Q2 25 | $3.2B | $15.6B | ||
| Q1 25 | $3.1B | $15.5B | ||
| Q4 24 | $3.0B | $15.4B | ||
| Q3 24 | $3.0B | $14.3B | ||
| Q2 24 | $3.0B | $15.4B |
| Q1 26 | 0.20× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.81× |
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 | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | $95.4M | $-1.1B |
| 自由现金流率自由现金流/营收 | 7.6% | -89.0% |
| 资本支出强度资本支出/营收 | 1.5% | 36.0% |
| 现金转化率经营现金流/净利润 | 3.20× | — |
| 过去12个月自由现金流最近4个季度 | $438.9M | $-2.5B |
8季度趋势，按日历期对齐
| Q1 26 | $319.1M | — | ||
| Q4 25 | $99.7M | $-681.0M | ||
| Q3 25 | $119.3M | $26.0M | ||
| Q2 25 | $147.0M | $64.0M | ||
| Q1 25 | $122.5M | $-188.0M | ||
| Q4 24 | $95.1M | $1.2B | ||
| Q3 24 | $127.7M | $-876.0M | ||
| Q2 24 | $119.2M | $-754.0M |
| Q1 26 | $95.4M | — | ||
| Q4 25 | $93.4M | $-1.1B | ||
| Q3 25 | $112.0M | $-421.0M | ||
| Q2 25 | $138.2M | $-398.0M | ||
| Q1 25 | $114.9M | $-526.0M | ||
| Q4 24 | $89.9M | $856.0M | ||
| Q3 24 | $122.2M | $-1.2B | ||
| Q2 24 | $111.7M | $-1.0B |
| Q1 26 | 7.6% | — | ||
| Q4 25 | 8.0% | -89.0% | ||
| Q3 25 | 9.3% | -27.0% | ||
| Q2 25 | 11.3% | -30.5% | ||
| Q1 25 | 9.8% | -42.4% | ||
| Q4 24 | 8.4% | 49.4% | ||
| Q3 24 | 11.1% | -131.9% | ||
| Q2 24 | 9.6% | -89.6% |
| Q1 26 | 1.5% | — | ||
| Q4 25 | 0.5% | 36.0% | ||
| Q3 25 | 0.6% | 28.7% | ||
| Q2 25 | 0.7% | 35.5% | ||
| Q1 25 | 0.6% | 27.3% | ||
| Q4 24 | 0.5% | 18.9% | ||
| Q3 24 | 0.5% | 31.7% | ||
| Q2 24 | 0.6% | 24.4% |
| Q1 26 | 3.20× | — | ||
| Q4 25 | 1.05× | — | ||
| Q3 25 | 1.18× | — | ||
| Q2 25 | 1.36× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 1.39× | — | ||
| Q2 24 | 1.15× | — |
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
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
