vs
A.O.史密斯（AOS）与PREFORMED LINE PRODUCTS CO（PLPC）财务数据对比。点击上方公司名可切换其他公司
A.O.史密斯的季度营收约是PREFORMED LINE PRODUCTS CO的5.3倍（$912.5M vs $173.1M）。A.O.史密斯净利率更高（13.7% vs 4.9%，领先8.9%）。PREFORMED LINE PRODUCTS CO同比增速更快（3.6% vs 0.0%）。A.O.史密斯自由现金流更多（$165.5M vs $11.8M）。过去两年PREFORMED LINE PRODUCTS CO的营收复合增速更高（10.8% vs -3.4%）
A.O.史密斯是美国知名的家用及商用热水器、锅炉生产商，也是北美规模最大的热水器制造销售商，在亚洲市场还供应水处理和净化产品。公司在全球共有27个站点，包括北美5座生产基地，以及位于印度班加罗尔、中国南京、荷兰费尔德霍芬的工厂。
预成型线路产品公司（PLPC）研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件，服务全球多地的公用事业、网络运营商及工业客户，提供可提升网络可靠性与运营效率的解决方案。
AOS vs PLPC — 直观对比
营收规模更大
AOS
是对方的5.3倍
$173.1M
营收增速更快
PLPC
高出3.6%
0.0%
净利率更高
AOS
高出8.9%
4.9%
自由现金流更多
AOS
多$153.7M
$11.8M
两年增速更快
PLPC
近两年复合增速
-3.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $912.5M | $173.1M |
| 净利润 | $125.4M | $8.4M |
| 毛利率 | 38.4% | 29.8% |
| 营业利润率 | 17.9% | 6.8% |
| 净利率 | 13.7% | 4.9% |
| 营收同比 | 0.0% | 3.6% |
| 净利润同比 | 14.3% | -19.3% |
| 每股收益（稀释后） | $0.89 | $1.72 |
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AOSPLPC
| Q4 25 | $912.5M | $173.1M | ||
| Q3 25 | $942.5M | $178.1M | ||
| Q2 25 | $1.0B | $169.6M | ||
| Q1 25 | $963.9M | $148.5M | ||
| Q4 24 | $912.4M | $167.1M | ||
| Q3 24 | $902.6M | $147.0M | ||
| Q2 24 | $1.0B | $138.7M | ||
| Q1 24 | $978.8M | $140.9M |
净利润AOSPLPC
| Q4 25 | $125.4M | $8.4M | ||
| Q3 25 | $132.0M | $2.6M | ||
| Q2 25 | $152.2M | $12.7M | ||
| Q1 25 | $136.6M | $11.5M | ||
| Q4 24 | $109.7M | $10.5M | ||
| Q3 24 | $120.1M | $7.7M | ||
| Q2 24 | $156.2M | $9.4M | ||
| Q1 24 | $147.6M | $9.6M |
毛利率AOSPLPC
| Q4 25 | 38.4% | 29.8% | ||
| Q3 25 | 38.7% | 29.7% | ||
| Q2 25 | 39.3% | 32.7% | ||
| Q1 25 | 38.9% | 32.8% | ||
| Q4 24 | 37.1% | 33.3% | ||
| Q3 24 | 37.4% | 31.1% | ||
| Q2 24 | 38.7% | 31.9% | ||
| Q1 24 | 39.3% | 31.3% |
营业利润率AOSPLPC
| Q4 25 | 17.9% | 6.8% | ||
| Q3 25 | 18.6% | 7.4% | ||
| Q2 25 | 20.4% | 10.1% | ||
| Q1 25 | 19.1% | 8.8% | ||
| Q4 24 | 10.1% | 10.5% | ||
| Q3 24 | 19.5% | 7.1% | ||
| Q2 24 | 21.9% | 8.1% | ||
| Q1 24 | 22.0% | 8.2% |
净利率AOSPLPC
| Q4 25 | 13.7% | 4.9% | ||
| Q3 25 | 14.0% | 1.5% | ||
| Q2 25 | 15.0% | 7.5% | ||
| Q1 25 | 14.2% | 7.8% | ||
| Q4 24 | 12.0% | 6.3% | ||
| Q3 24 | 13.3% | 5.2% | ||
| Q2 24 | 15.2% | 6.8% | ||
| Q1 24 | 15.1% | 6.8% |
每股收益（稀释后）AOSPLPC
| Q4 25 | $0.89 | $1.72 | ||
| Q3 25 | $0.94 | $0.53 | ||
| Q2 25 | $1.07 | $2.56 | ||
| Q1 25 | $0.95 | $2.33 | ||
| Q4 24 | $0.75 | $2.13 | ||
| Q3 24 | $0.82 | $1.54 | ||
| Q2 24 | $1.06 | $1.89 | ||
| Q1 24 | $1.00 | $1.94 |
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 | $193.2M | — |
| 总债务越低越好 | $155.0M | $38.3M |
| 股东权益账面价值 | $1.9B | $475.5M |
| 总资产 | $3.1B | $653.6M |
| 负债/权益比越低杠杆越低 | 0.08× | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资AOSPLPC
| Q4 25 | $193.2M | — | ||
| Q3 25 | $172.8M | — | ||
| Q2 25 | $177.9M | — | ||
| Q1 25 | $200.2M | — | ||
| Q4 24 | $276.1M | — | ||
| Q3 24 | $255.6M | — | ||
| Q2 24 | $233.3M | — | ||
| Q1 24 | $303.1M | — |
总债务AOSPLPC
| Q4 25 | $155.0M | $38.3M | ||
| Q3 25 | — | $36.0M | ||
| Q2 25 | — | $31.8M | ||
| Q1 25 | — | $29.1M | ||
| Q4 24 | $193.2M | $20.8M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | — | $31.6M | ||
| Q1 24 | — | $55.0M |
股东权益AOSPLPC
| Q4 25 | $1.9B | $475.5M | ||
| Q3 25 | $1.8B | $466.3M | ||
| Q2 25 | $1.8B | $460.7M | ||
| Q1 25 | $1.9B | $435.8M | ||
| Q4 24 | $1.9B | $422.3M | ||
| Q3 24 | $1.9B | $429.0M | ||
| Q2 24 | $1.9B | $416.2M | ||
| Q1 24 | $1.9B | $413.4M |
总资产AOSPLPC
| Q4 25 | $3.1B | $653.6M | ||
| Q3 25 | $3.2B | $644.6M | ||
| Q2 25 | $3.2B | $631.5M | ||
| Q1 25 | $3.3B | $592.5M | ||
| Q4 24 | $3.2B | $573.9M | ||
| Q3 24 | $3.2B | $592.0M | ||
| Q2 24 | $3.2B | $572.6M | ||
| Q1 24 | $3.2B | $586.1M |
负债/权益比AOSPLPC
| Q4 25 | 0.08× | 0.08× | ||
| Q3 25 | — | 0.08× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | 0.10× | 0.05× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.08× | ||
| Q1 24 | — | 0.13× |
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 | $183.1M | $21.9M |
| 自由现金流经营现金流 - 资本支出 | $165.5M | $11.8M |
| 自由现金流率自由现金流/营收 | 18.1% | 6.8% |
| 资本支出强度资本支出/营收 | 1.9% | 5.9% |
| 现金转化率经营现金流/净利润 | 1.46× | 2.60× |
| 过去12个月自由现金流最近4个季度 | $546.0M | $33.3M |
8季度趋势，按日历期对齐
经营现金流AOSPLPC
| Q4 25 | $183.1M | $21.9M | ||
| Q3 25 | $255.4M | $18.9M | ||
| Q2 25 | $139.6M | $26.9M | ||
| Q1 25 | $38.7M | $5.7M | ||
| Q4 24 | $221.9M | $24.1M | ||
| Q3 24 | $195.9M | $9.4M | ||
| Q2 24 | $57.4M | $28.3M | ||
| Q1 24 | $106.6M | $5.8M |
自由现金流AOSPLPC
| Q4 25 | $165.5M | $11.8M | ||
| Q3 25 | $240.6M | $8.3M | ||
| Q2 25 | $122.5M | $18.6M | ||
| Q1 25 | $17.4M | $-5.3M | ||
| Q4 24 | $191.3M | $20.6M | ||
| Q3 24 | $163.4M | $5.8M | ||
| Q2 24 | $34.5M | $24.6M | ||
| Q1 24 | $84.6M | $1.8M |
自由现金流率AOSPLPC
| Q4 25 | 18.1% | 6.8% | ||
| Q3 25 | 25.5% | 4.7% | ||
| Q2 25 | 12.1% | 10.9% | ||
| Q1 25 | 1.8% | -3.6% | ||
| Q4 24 | 21.0% | 12.3% | ||
| Q3 24 | 18.1% | 3.9% | ||
| Q2 24 | 3.4% | 17.7% | ||
| Q1 24 | 8.6% | 1.3% |
资本支出强度AOSPLPC
| Q4 25 | 1.9% | 5.9% | ||
| Q3 25 | 1.6% | 6.0% | ||
| Q2 25 | 1.7% | 4.9% | ||
| Q1 25 | 2.2% | 7.4% | ||
| Q4 24 | 3.4% | 2.1% | ||
| Q3 24 | 3.6% | 2.4% | ||
| Q2 24 | 2.2% | 2.7% | ||
| Q1 24 | 2.2% | 2.8% |
现金转化率AOSPLPC
| Q4 25 | 1.46× | 2.60× | ||
| Q3 25 | 1.93× | 7.21× | ||
| Q2 25 | 0.92× | 2.12× | ||
| Q1 25 | 0.28× | 0.49× | ||
| Q4 24 | 2.02× | 2.30× | ||
| Q3 24 | 1.63× | 1.22× | ||
| Q2 24 | 0.37× | 3.02× | ||
| Q1 24 | 0.72× | 0.60× |
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
AOS
| North America Segment | $713.7M | 78% |
| Rest Of World | $158.3M | 17% |
| Other | $40.5M | 4% |
PLPC
暂无分部数据
