vs
APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与Royalty Pharma plc（RPRX）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Royalty Pharma plc的1.9倍（$1.2B vs $622.0M），Royalty Pharma plc净利率更高（34.4% vs 8.2%，领先26.2%），APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快（8.4% vs 4.8%），过去两年Royalty Pharma plc的营收复合增速更高（4.6% 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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
AIT vs RPRX — 直观对比
营收规模更大
AIT
是对方的1.9倍
$622.0M
营收增速更快
AIT
高出3.6%
4.8%
净利率更高
RPRX
高出26.2%
8.2%
两年增速更快
RPRX
近两年复合增速
0.7%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $622.0M |
| 净利润 | $95.3M | $214.2M |
| 毛利率 | 30.4% | — |
| 营业利润率 | 10.6% | 62.4% |
| 净利率 | 8.2% | 34.4% |
| 营收同比 | 8.4% | 4.8% |
| 净利润同比 | 2.2% | 2.9% |
| 每股收益（稀释后） | $2.51 | $0.49 |
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AITRPRX
| Q4 25 | $1.2B | $622.0M | ||
| Q3 25 | $1.2B | $609.3M | ||
| Q2 25 | $1.2B | $578.7M | ||
| Q1 25 | $1.2B | $568.2M | ||
| Q4 24 | $1.1B | $593.6M | ||
| Q3 24 | $1.1B | $564.7M | ||
| Q2 24 | $1.2B | $537.3M | ||
| Q1 24 | $1.1B | $568.0M |
净利润AITRPRX
| Q4 25 | $95.3M | $214.2M | ||
| Q3 25 | $100.8M | $288.2M | ||
| Q2 25 | $107.8M | $30.2M | ||
| Q1 25 | $99.8M | $238.3M | ||
| Q4 24 | $93.3M | $208.2M | ||
| Q3 24 | $92.1M | $544.0M | ||
| Q2 24 | $103.5M | $102.0M | ||
| Q1 24 | $97.2M | $4.8M |
毛利率AITRPRX
| 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% | — | ||
| Q1 24 | 29.5% | — |
营业利润率AITRPRX
| Q4 25 | 10.6% | 62.4% | ||
| Q3 25 | 10.8% | 70.1% | ||
| Q2 25 | 11.0% | 36.3% | ||
| Q1 25 | 11.1% | 94.0% | ||
| Q4 24 | 11.3% | 60.9% | ||
| Q3 24 | 10.3% | — | ||
| Q2 24 | 12.0% | 50.2% | ||
| Q1 24 | 10.6% | -13.0% |
净利率AITRPRX
| Q4 25 | 8.2% | 34.4% | ||
| Q3 25 | 8.4% | 47.3% | ||
| Q2 25 | 8.8% | 5.2% | ||
| Q1 25 | 8.6% | 41.9% | ||
| Q4 24 | 8.7% | 35.1% | ||
| Q3 24 | 8.4% | 96.3% | ||
| Q2 24 | 8.9% | 19.0% | ||
| Q1 24 | 8.5% | 0.8% |
每股收益（稀释后）AITRPRX
| Q4 25 | $2.51 | $0.49 | ||
| Q3 25 | $2.63 | $0.67 | ||
| Q2 25 | $2.80 | $0.07 | ||
| Q1 25 | $2.57 | $0.55 | ||
| Q4 24 | $2.39 | $0.46 | ||
| Q3 24 | $2.36 | $1.21 | ||
| Q2 24 | $2.64 | $0.23 | ||
| Q1 24 | $2.48 | $0.01 |
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 | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $1.9B | $9.7B |
| 总资产 | $3.2B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资AITRPRX
| Q4 25 | $406.0M | $618.7M | ||
| Q3 25 | $418.7M | $938.9M | ||
| Q2 25 | $388.4M | $631.9M | ||
| Q1 25 | $352.8M | $1.1B | ||
| Q4 24 | $303.4M | $929.0M | ||
| Q3 24 | $538.5M | $950.1M | ||
| Q2 24 | $460.6M | $1.8B | ||
| Q1 24 | $456.5M | $843.0M |
总债务AITRPRX
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | — | $6.1B |
股东权益AITRPRX
| Q4 25 | $1.9B | $9.7B | ||
| Q3 25 | $1.9B | $9.6B | ||
| Q2 25 | $1.8B | $9.5B | ||
| Q1 25 | $1.8B | $9.8B | ||
| Q4 24 | $1.8B | $10.3B | ||
| Q3 24 | $1.8B | $10.3B | ||
| Q2 24 | $1.7B | $9.8B | ||
| Q1 24 | $1.7B | $9.9B |
总资产AITRPRX
| Q4 25 | $3.2B | $19.6B | ||
| Q3 25 | $3.2B | $19.3B | ||
| Q2 25 | $3.2B | $18.3B | ||
| Q1 25 | $3.1B | $17.6B | ||
| Q4 24 | $3.0B | $18.2B | ||
| Q3 24 | $3.0B | $18.0B | ||
| Q2 24 | $3.0B | $17.7B | ||
| Q1 24 | $2.9B | $16.1B |
负债/权益比AITRPRX
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.62× |
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 | $827.1M |
| 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× | 3.86× |
| 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
经营现金流AITRPRX
| Q4 25 | $99.7M | $827.1M | ||
| Q3 25 | $119.3M | $702.6M | ||
| Q2 25 | $147.0M | $364.0M | ||
| Q1 25 | $122.5M | $596.1M | ||
| Q4 24 | $95.1M | $742.5M | ||
| Q3 24 | $127.7M | $703.6M | ||
| Q2 24 | $119.2M | $658.2M | ||
| Q1 24 | $84.2M | $664.6M |
自由现金流AITRPRX
| Q4 25 | $93.4M | — | ||
| Q3 25 | $112.0M | — | ||
| Q2 25 | $138.2M | — | ||
| Q1 25 | $114.9M | — | ||
| Q4 24 | $89.9M | — | ||
| Q3 24 | $122.2M | — | ||
| Q2 24 | $111.7M | — | ||
| Q1 24 | $76.7M | — |
自由现金流率AITRPRX
| Q4 25 | 8.0% | — | ||
| Q3 25 | 9.3% | — | ||
| Q2 25 | 11.3% | — | ||
| Q1 25 | 9.8% | — | ||
| Q4 24 | 8.4% | — | ||
| Q3 24 | 11.1% | — | ||
| Q2 24 | 9.6% | — | ||
| Q1 24 | 6.7% | — |
资本支出强度AITRPRX
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.6% | — | ||
| Q1 24 | 0.7% | — |
现金转化率AITRPRX
| Q4 25 | 1.05× | 3.86× | ||
| Q3 25 | 1.18× | 2.44× | ||
| Q2 25 | 1.36× | 12.06× | ||
| Q1 25 | 1.23× | 2.50× | ||
| Q4 24 | 1.02× | 3.57× | ||
| Q3 24 | 1.39× | 1.29× | ||
| Q2 24 | 1.15× | 6.45× | ||
| Q1 24 | 0.87× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
