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APPLIED INDUSTRIAL TECHNOLOGIES INC(AIT)与Revvity(RVTY)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Revvity的1.6倍($1.3B vs $772.1M),Revvity净利率更高(12.7% vs 8.0%,领先4.8%),APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快(7.3% vs 5.9%),Revvity自由现金流更多($161.8M vs $95.4M),过去两年Revvity的营收复合增速更高(9.0% 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。
Revvity是一家美国生命科学与诊断领域企业,主要服务制药、生物技术行业客户,重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案,其前身为业务布局多元的老牌企业珀金埃尔默。
AIT vs RVTY — 直观对比
营收规模更大
AIT
是对方的1.6倍
$772.1M
营收增速更快
AIT
高出1.4%
5.9%
净利率更高
RVTY
高出4.8%
8.0%
自由现金流更多
RVTY
多$66.4M
$95.4M
两年增速更快
RVTY
近两年复合增速
3.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $772.1M |
| 净利润 | $99.8M | $98.4M |
| 毛利率 | 30.4% | — |
| 营业利润率 | 11.0% | 14.5% |
| 净利率 | 8.0% | 12.7% |
| 营收同比 | 7.3% | 5.9% |
| 净利润同比 | -0.0% | 3.9% |
| 每股收益(稀释后) | $2.65 | $0.86 |
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
AIT
RVTY
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $772.1M | ||
| Q3 25 | $1.2B | $698.9M | ||
| Q2 25 | $1.2B | $720.3M | ||
| Q1 25 | $1.2B | $664.8M | ||
| Q4 24 | $1.1B | $729.4M | ||
| Q3 24 | $1.1B | $684.0M | ||
| Q2 24 | $1.2B | $691.7M |
净利润
AIT
RVTY
| Q1 26 | $99.8M | — | ||
| Q4 25 | $95.3M | $98.4M | ||
| Q3 25 | $100.8M | $46.7M | ||
| Q2 25 | $107.8M | $53.9M | ||
| Q1 25 | $99.8M | $42.2M | ||
| Q4 24 | $93.3M | $94.6M | ||
| Q3 24 | $92.1M | $94.4M | ||
| Q2 24 | $103.5M | $55.4M |
毛利率
AIT
RVTY
| Q1 26 | 30.4% | — | ||
| Q4 25 | 30.4% | — | ||
| Q3 25 | 30.1% | 53.6% | ||
| Q2 25 | 30.6% | 54.5% | ||
| Q1 25 | 30.5% | 56.5% | ||
| Q4 24 | 30.6% | — | ||
| Q3 24 | 29.6% | 56.3% | ||
| Q2 24 | 30.7% | 55.7% |
营业利润率
AIT
RVTY
| Q1 26 | 11.0% | — | ||
| Q4 25 | 10.6% | 14.5% | ||
| Q3 25 | 10.8% | 11.7% | ||
| Q2 25 | 11.0% | 12.6% | ||
| Q1 25 | 11.1% | 10.9% | ||
| Q4 24 | 11.3% | 16.3% | ||
| Q3 24 | 10.3% | 14.3% | ||
| Q2 24 | 12.0% | 12.4% |
净利率
AIT
RVTY
| Q1 26 | 8.0% | — | ||
| Q4 25 | 8.2% | 12.7% | ||
| Q3 25 | 8.4% | 6.7% | ||
| Q2 25 | 8.8% | 7.5% | ||
| Q1 25 | 8.6% | 6.4% | ||
| Q4 24 | 8.7% | 13.0% | ||
| Q3 24 | 8.4% | 13.8% | ||
| Q2 24 | 8.9% | 8.0% |
每股收益(稀释后)
AIT
RVTY
| Q1 26 | $2.65 | — | ||
| Q4 25 | $2.51 | $0.86 | ||
| Q3 25 | $2.63 | $0.40 | ||
| Q2 25 | $2.80 | $0.46 | ||
| Q1 25 | $2.57 | $0.35 | ||
| Q4 24 | $2.39 | $0.77 | ||
| Q3 24 | $2.36 | $0.77 | ||
| Q2 24 | $2.64 | $0.45 |
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 | $919.9M |
| 总债务越低越好 | $365.3M | — |
| 股东权益账面价值 | $1.9B | $7.3B |
| 总资产 | $3.0B | $12.2B |
| 负债/权益比越低杠杆越低 | 0.20× | — |
8季度趋势,按日历期对齐
现金及短期投资
AIT
RVTY
| Q1 26 | $171.6M | — | ||
| Q4 25 | $406.0M | $919.9M | ||
| Q3 25 | $418.7M | $931.4M | ||
| Q2 25 | $388.4M | $991.8M | ||
| Q1 25 | $352.8M | $1.1B | ||
| Q4 24 | $303.4M | $1.2B | ||
| Q3 24 | $538.5M | $1.2B | ||
| Q2 24 | $460.6M | $2.0B |
总债务
AIT
RVTY
| Q1 26 | $365.3M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
AIT
RVTY
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $7.3B | ||
| Q3 25 | $1.9B | $7.4B | ||
| Q2 25 | $1.8B | $7.6B | ||
| Q1 25 | $1.8B | $7.6B | ||
| Q4 24 | $1.8B | $7.7B | ||
| Q3 24 | $1.8B | $7.9B | ||
| Q2 24 | $1.7B | $7.9B |
总资产
AIT
RVTY
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.2B | $12.2B | ||
| Q3 25 | $3.2B | $12.1B | ||
| Q2 25 | $3.2B | $12.4B | ||
| Q1 25 | $3.1B | $12.4B | ||
| Q4 24 | $3.0B | $12.4B | ||
| Q3 24 | $3.0B | $12.8B | ||
| Q2 24 | $3.0B | $13.4B |
负债/权益比
AIT
RVTY
| Q1 26 | 0.20× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $95.4M | $161.8M |
| 自由现金流率自由现金流/营收 | 7.6% | 21.0% |
| 资本支出强度资本支出/营收 | 1.5% | 2.6% |
| 现金转化率经营现金流/净利润 | 3.20× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $438.9M | $509.4M |
8季度趋势,按日历期对齐
经营现金流
AIT
RVTY
| Q1 26 | $319.1M | — | ||
| Q4 25 | $99.7M | $182.0M | ||
| Q3 25 | $119.3M | $138.5M | ||
| Q2 25 | $147.0M | $134.3M | ||
| Q1 25 | $122.5M | $128.2M | ||
| Q4 24 | $95.1M | $174.2M | ||
| Q3 24 | $127.7M | $147.9M | ||
| Q2 24 | $119.2M | $158.6M |
自由现金流
AIT
RVTY
| Q1 26 | $95.4M | — | ||
| Q4 25 | $93.4M | $161.8M | ||
| Q3 25 | $112.0M | $120.0M | ||
| Q2 25 | $138.2M | $115.5M | ||
| Q1 25 | $114.9M | $112.2M | ||
| Q4 24 | $89.9M | $149.8M | ||
| Q3 24 | $122.2M | $125.6M | ||
| Q2 24 | $111.7M | $136.6M |
自由现金流率
AIT
RVTY
| Q1 26 | 7.6% | — | ||
| Q4 25 | 8.0% | 21.0% | ||
| Q3 25 | 9.3% | 17.2% | ||
| Q2 25 | 11.3% | 16.0% | ||
| Q1 25 | 9.8% | 16.9% | ||
| Q4 24 | 8.4% | 20.5% | ||
| Q3 24 | 11.1% | 18.4% | ||
| Q2 24 | 9.6% | 19.7% |
资本支出强度
AIT
RVTY
| Q1 26 | 1.5% | — | ||
| Q4 25 | 0.5% | 2.6% | ||
| Q3 25 | 0.6% | 2.6% | ||
| Q2 25 | 0.7% | 2.6% | ||
| Q1 25 | 0.6% | 2.4% | ||
| Q4 24 | 0.5% | 3.4% | ||
| Q3 24 | 0.5% | 3.3% | ||
| Q2 24 | 0.6% | 3.2% |
现金转化率
AIT
RVTY
| Q1 26 | 3.20× | — | ||
| Q4 25 | 1.05× | 1.85× | ||
| Q3 25 | 1.18× | 2.97× | ||
| Q2 25 | 1.36× | 2.49× | ||
| Q1 25 | 1.23× | 3.03× | ||
| Q4 24 | 1.02× | 1.84× | ||
| Q3 24 | 1.39× | 1.57× | ||
| Q2 24 | 1.15× | 2.87× |
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
暂无分部数据
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |