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奥托立夫（ALV）与镜泰（GNTX）财务数据对比。点击上方公司名可切换其他公司
奥托立夫的季度营收约是镜泰的4.4倍（$2.8B vs $644.4M）。镜泰净利率更高（14.5% vs 8.0%，领先6.5%）。镜泰同比增速更快（19.0% vs 7.7%）。奥托立夫自由现金流更多（$426.0M vs $99.8M）。过去两年镜泰的营收复合增速更高（4.5% vs 3.8%）
奥托立夫是美瑞合资的汽车安全供应商，总部位于瑞典斯德哥尔摩，在美国特拉华州注册成立，是全球最大的汽车安全系统供应商，主营安全气囊、安全带、方向盘等产品，为全球各大汽车制造商供货。品牌名由代表汽车的“auto”与瑞典语中意为“生命”的“liv”组合而成。
镜泰（Gentex Corp）是美国电子科技企业，面向汽车行业研发生产自动防眩目后视镜、摄像头式驾驶辅助系统等产品，为各类航空市场供应可调光飞机舷窗，同时面向北美消防市场提供光电烟雾探测器、信号设备及HomeLink无线系列产品。
ALV vs GNTX — 直观对比
营收规模更大
ALV
是对方的4.4倍
$644.4M
营收增速更快
GNTX
高出11.2%
7.7%
净利率更高
GNTX
高出6.5%
8.0%
自由现金流更多
ALV
多$326.2M
$99.8M
两年增速更快
GNTX
近两年复合增速
3.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $644.4M |
| 净利润 | $226.0M | $93.3M |
| 毛利率 | 20.3% | 34.8% |
| 营业利润率 | 11.4% | 18.6% |
| 净利率 | 8.0% | 14.5% |
| 营收同比 | 7.7% | 19.0% |
| 净利润同比 | -7.4% | 6.4% |
| 每股收益（稀释后） | $2.97 | $0.43 |
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ALVGNTX
| Q4 25 | $2.8B | $644.4M | ||
| Q3 25 | $2.7B | $655.2M | ||
| Q2 25 | $2.7B | $657.9M | ||
| Q1 25 | $2.6B | $576.8M | ||
| Q4 24 | $2.6B | $541.6M | ||
| Q3 24 | $2.6B | $608.5M | ||
| Q2 24 | $2.6B | $572.9M | ||
| Q1 24 | $2.6B | $590.2M |
净利润ALVGNTX
| Q4 25 | $226.0M | $93.3M | ||
| Q3 25 | $175.0M | $101.0M | ||
| Q2 25 | $167.0M | $96.0M | ||
| Q1 25 | $167.0M | $94.9M | ||
| Q4 24 | $244.0M | $87.7M | ||
| Q3 24 | $138.0M | $122.5M | ||
| Q2 24 | $138.0M | $86.0M | ||
| Q1 24 | $126.0M | $108.2M |
毛利率ALVGNTX
| Q4 25 | 20.3% | 34.8% | ||
| Q3 25 | 19.3% | 34.4% | ||
| Q2 25 | 18.5% | 34.2% | ||
| Q1 25 | 18.5% | 33.2% | ||
| Q4 24 | 21.0% | 32.5% | ||
| Q3 24 | 18.0% | 33.5% | ||
| Q2 24 | 18.2% | 32.9% | ||
| Q1 24 | 16.9% | 34.3% |
营业利润率ALVGNTX
| Q4 25 | 11.4% | 18.6% | ||
| Q3 25 | 9.9% | 18.7% | ||
| Q2 25 | 9.1% | 18.0% | ||
| Q1 25 | 9.9% | 19.6% | ||
| Q4 24 | 13.5% | 16.6% | ||
| Q3 24 | 8.8% | 20.7% | ||
| Q2 24 | 7.9% | 20.1% | ||
| Q1 24 | 7.4% | 21.9% |
净利率ALVGNTX
| Q4 25 | 8.0% | 14.5% | ||
| Q3 25 | 6.5% | 15.4% | ||
| Q2 25 | 6.2% | 14.6% | ||
| Q1 25 | 6.5% | 16.4% | ||
| Q4 24 | 9.3% | 16.2% | ||
| Q3 24 | 5.4% | 20.1% | ||
| Q2 24 | 5.3% | 15.0% | ||
| Q1 24 | 4.8% | 18.3% |
每股收益（稀释后）ALVGNTX
| Q4 25 | $2.97 | $0.43 | ||
| Q3 25 | $2.28 | $0.46 | ||
| Q2 25 | $2.16 | $0.43 | ||
| Q1 25 | $2.14 | $0.42 | ||
| Q4 24 | $3.07 | $0.39 | ||
| Q3 24 | $1.74 | $0.53 | ||
| Q2 24 | $1.71 | $0.37 | ||
| Q1 24 | $1.52 | $0.47 |
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 | $604.0M | $151.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $2.5B |
| 总资产 | $8.6B | $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ALVGNTX
| Q4 25 | $604.0M | $151.0M | ||
| Q3 25 | $225.0M | $183.4M | ||
| Q2 25 | $237.0M | $141.1M | ||
| Q1 25 | $322.0M | $307.1M | ||
| Q4 24 | $330.0M | $255.6M | ||
| Q3 24 | $415.0M | $200.1M | ||
| Q2 24 | $408.0M | $275.8M | ||
| Q1 24 | $569.0M | $265.8M |
股东权益ALVGNTX
| Q4 25 | $2.6B | $2.5B | ||
| Q3 25 | $2.5B | $2.5B | ||
| Q2 25 | $2.5B | $2.4B | ||
| Q1 25 | $2.4B | $2.5B | ||
| Q4 24 | $2.3B | $2.5B | ||
| Q3 24 | $2.3B | $2.4B | ||
| Q2 24 | $2.3B | $2.4B | ||
| Q1 24 | $2.4B | $2.4B |
总资产ALVGNTX
| Q4 25 | $8.6B | $2.9B | ||
| Q3 25 | $8.5B | $2.9B | ||
| Q2 25 | $8.5B | $2.8B | ||
| Q1 25 | $8.1B | $2.8B | ||
| Q4 24 | $7.8B | $2.8B | ||
| Q3 24 | $8.3B | $2.7B | ||
| Q2 24 | $8.0B | $2.7B | ||
| Q1 24 | $8.3B | $2.7B |
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 | $544.0M | $125.5M |
| 自由现金流经营现金流 - 资本支出 | $426.0M | $99.8M |
| 自由现金流率自由现金流/营收 | 15.1% | 15.5% |
| 资本支出强度资本支出/营收 | 4.2% | 4.0% |
| 现金转化率经营现金流/净利润 | 2.41× | 1.35× |
| 过去12个月自由现金流最近4个季度 | $716.0M | $458.0M |
8季度趋势，按日历期对齐
经营现金流ALVGNTX
| Q4 25 | $544.0M | $125.5M | ||
| Q3 25 | $258.0M | $147.0M | ||
| Q2 25 | $278.0M | $166.1M | ||
| Q1 25 | $77.0M | $148.5M | ||
| Q4 24 | $420.0M | $154.4M | ||
| Q3 24 | $177.0M | $84.7M | ||
| Q2 24 | $340.0M | $129.3M | ||
| Q1 24 | $122.0M | $129.9M |
自由现金流ALVGNTX
| Q4 25 | $426.0M | $99.8M | ||
| Q3 25 | $152.0M | $111.4M | ||
| Q2 25 | $163.0M | $135.0M | ||
| Q1 25 | $-25.0M | $111.8M | ||
| Q4 24 | $281.0M | $112.7M | ||
| Q3 24 | $31.0M | $45.4M | ||
| Q2 24 | $186.0M | $97.5M | ||
| Q1 24 | $-18.0M | $98.0M |
自由现金流率ALVGNTX
| Q4 25 | 15.1% | 15.5% | ||
| Q3 25 | 5.6% | 17.0% | ||
| Q2 25 | 6.0% | 20.5% | ||
| Q1 25 | -1.0% | 19.4% | ||
| Q4 24 | 10.7% | 20.8% | ||
| Q3 24 | 1.2% | 7.5% | ||
| Q2 24 | 7.1% | 17.0% | ||
| Q1 24 | -0.7% | 16.6% |
资本支出强度ALVGNTX
| Q4 25 | 4.2% | 4.0% | ||
| Q3 25 | 3.9% | 5.4% | ||
| Q2 25 | 4.2% | 4.7% | ||
| Q1 25 | 4.0% | 6.4% | ||
| Q4 24 | 5.3% | 7.7% | ||
| Q3 24 | 5.7% | 6.5% | ||
| Q2 24 | 5.9% | 5.5% | ||
| Q1 24 | 5.4% | 5.4% |
现金转化率ALVGNTX
| Q4 25 | 2.41× | 1.35× | ||
| Q3 25 | 1.47× | 1.46× | ||
| Q2 25 | 1.66× | 1.73× | ||
| Q1 25 | 0.46× | 1.57× | ||
| Q4 24 | 1.72× | 1.76× | ||
| Q3 24 | 1.28× | 0.69× | ||
| Q2 24 | 2.46× | 1.50× | ||
| Q1 24 | 0.97× | 1.20× |
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
ALV
暂无分部数据
GNTX
| Automotive Mirrors Electronics | $513.5M | 80% |
| Other | $53.2M | 8% |
| Other Products | $40.3M | 6% |
| Home Link Modules | $26.8M | 4% |
| Windows Product | $6.2M | 1% |
| Fire Protection Products | $4.4M | 1% |
