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AMPCO PITTSBURGH CORP（AP）与Applied Digital Corp.（APLD）财务数据对比。点击上方公司名可切换其他公司
Applied Digital Corp.的季度营收约是AMPCO PITTSBURGH CORP的1.2倍（$126.6M vs $104.4M），Applied Digital Corp.净利率更高（-11.4% vs -55.2%，领先43.8%），Applied Digital Corp.同比增速更快（98.2% vs 11.5%），AMPCO PITTSBURGH CORP自由现金流更多（$-64.0K vs $-567.9M），过去两年Applied Digital Corp.的营收复合增速更高（70.9% vs -2.6%）
安普科匹兹堡公司是一家特种钢材制造商，总部位于宾夕法尼亚州匹兹堡市中心，1929年由多家此前已成立的小型钢铁企业合并组建而成。需要注意区分它和其他同样带有Ampco名称的企业，比如位于密尔沃基的铜基合金生产商、迈阿密的橱柜企业等。
BAE系统旗下的国际防务与安全技术企业，专注于提供数字化解决方案，支持客户快速开展数据驱动决策，服务覆盖执法机构、国家安全部门、政府单位、关键基础设施运营商、电信企业、军方及航天领域。
AP vs APLD — 直观对比
营收规模更大
APLD
是对方的1.2倍
$104.4M
营收增速更快
APLD
高出86.8%
11.5%
净利率更高
APLD
高出43.8%
-55.2%
自由现金流更多
AP
多$567.9M
$-567.9M
两年增速更快
APLD
近两年复合增速
-2.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $104.4M | $126.6M |
| 净利润 | $-57.7M | $-14.4M |
| 毛利率 | — | 20.6% |
| 营业利润率 | -54.0% | -24.5% |
| 净利率 | -55.2% | -11.4% |
| 营收同比 | 11.5% | 98.2% |
| 净利润同比 | -1958.9% | 89.6% |
| 每股收益（稀释后） | $-2.87 | $-0.07 |
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APAPLD
| Q4 25 | $104.4M | $126.6M | ||
| Q3 25 | $103.7M | $64.2M | ||
| Q2 25 | $108.9M | $-33.3M | ||
| Q1 25 | $99.2M | $52.9M | ||
| Q4 24 | $93.6M | $63.9M | ||
| Q3 24 | $92.1M | $60.7M | ||
| Q2 24 | $107.1M | $43.7M | ||
| Q1 24 | $110.0M | $43.3M |
净利润APAPLD
| Q4 25 | $-57.7M | $-14.4M | ||
| Q3 25 | $-2.2M | $-16.9M | ||
| Q2 25 | $-7.3M | $-52.5M | ||
| Q1 25 | $1.1M | $-35.6M | ||
| Q4 24 | $3.1M | $-138.7M | ||
| Q3 24 | $-2.0M | $-4.2M | ||
| Q2 24 | $2.0M | $-64.5M | ||
| Q1 24 | $-2.7M | $-62.8M |
毛利率APAPLD
| Q4 25 | — | 20.6% | ||
| Q3 25 | — | 13.4% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 7.1% | ||
| Q4 24 | — | 18.0% | ||
| Q3 24 | — | -0.6% | ||
| Q2 24 | — | -9.1% | ||
| Q1 24 | — | -8.6% |
营业利润率APAPLD
| Q4 25 | -54.0% | -24.5% | ||
| Q3 25 | 1.1% | -34.7% | ||
| Q2 25 | -2.8% | — | ||
| Q1 25 | 3.9% | -35.8% | ||
| Q4 24 | 5.5% | -29.1% | ||
| Q3 24 | 2.0% | 15.6% | ||
| Q2 24 | 4.7% | -68.4% | ||
| Q1 24 | 0.1% | -128.8% |
净利率APAPLD
| Q4 25 | -55.2% | -11.4% | ||
| Q3 25 | -2.1% | -26.4% | ||
| Q2 25 | -6.7% | 157.8% | ||
| Q1 25 | 1.2% | -67.2% | ||
| Q4 24 | 3.3% | -217.2% | ||
| Q3 24 | -2.1% | -7.0% | ||
| Q2 24 | 1.9% | -147.5% | ||
| Q1 24 | -2.5% | -145.0% |
每股收益（稀释后）APAPLD
| Q4 25 | $-2.87 | $-0.07 | ||
| Q3 25 | $-0.11 | $-0.07 | ||
| Q2 25 | $-0.36 | $-0.31 | ||
| Q1 25 | $0.06 | $-0.16 | ||
| Q4 24 | $0.16 | $-0.66 | ||
| Q3 24 | $-0.10 | $-0.03 | ||
| Q2 24 | $0.10 | $-0.57 | ||
| Q1 24 | $-0.14 | $-0.52 |
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 | $10.7M | $1.9B |
| 总债务越低越好 | $117.9M | — |
| 股东权益账面价值 | $32.6M | $1.4B |
| 总资产 | $495.4M | $5.2B |
| 负债/权益比越低杠杆越低 | 3.61× | — |
8季度趋势，按日历期对齐
现金及短期投资APAPLD
| Q4 25 | $10.7M | $1.9B | ||
| Q3 25 | $15.0M | $73.9M | ||
| Q2 25 | $9.9M | $41.6M | ||
| Q1 25 | $7.1M | $68.7M | ||
| Q4 24 | $15.4M | $286.2M | ||
| Q3 24 | $11.8M | $58.2M | ||
| Q2 24 | $7.9M | $3.3M | ||
| Q1 24 | $10.8M | $4.4M |
总债务APAPLD
| Q4 25 | $117.9M | — | ||
| Q3 25 | $119.0M | — | ||
| Q2 25 | $115.9M | — | ||
| Q1 25 | $115.0M | — | ||
| Q4 24 | $116.4M | — | ||
| Q3 24 | $116.0M | — | ||
| Q2 24 | $119.4M | — | ||
| Q1 24 | $116.2M | — |
股东权益APAPLD
| Q4 25 | $32.6M | $1.4B | ||
| Q3 25 | $60.1M | $1.0B | ||
| Q2 25 | $62.7M | $497.7M | ||
| Q1 25 | $64.6M | $454.6M | ||
| Q4 24 | $58.9M | $434.6M | ||
| Q3 24 | $61.3M | $241.8M | ||
| Q2 24 | $58.0M | $124.8M | ||
| Q1 24 | $56.3M | $118.5M |
总资产APAPLD
| Q4 25 | $495.4M | $5.2B | ||
| Q3 25 | $524.4M | $2.4B | ||
| Q2 25 | $537.2M | $1.9B | ||
| Q1 25 | $536.2M | $1.7B | ||
| Q4 24 | $530.9M | $1.5B | ||
| Q3 24 | $547.4M | $937.7M | ||
| Q2 24 | $560.8M | $762.9M | ||
| Q1 24 | $565.8M | $643.2M |
负债/权益比APAPLD
| Q4 25 | 3.61× | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 1.78× | — | ||
| Q4 24 | 1.98× | — | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 2.06× | — | ||
| Q1 24 | 2.06× | — |
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 | $2.7M | $-15.8M |
| 自由现金流经营现金流 - 资本支出 | $-64.0K | $-567.9M |
| 自由现金流率自由现金流/营收 | -0.1% | -448.6% |
| 资本支出强度资本支出/营收 | 2.7% | 436.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-8.1M | $-1.3B |
8季度趋势，按日历期对齐
经营现金流APAPLD
| Q4 25 | $2.7M | $-15.8M | ||
| Q3 25 | $6.3M | $-82.0M | ||
| Q2 25 | $-2.3M | $6.9M | ||
| Q1 25 | $-5.3M | $5.9M | ||
| Q4 24 | $7.5M | $-52.3M | ||
| Q3 24 | $11.4M | $-75.9M | ||
| Q2 24 | $-5.3M | $-34.1M | ||
| Q1 24 | $4.5M | $38.8M |
自由现金流APAPLD
| Q4 25 | $-64.0K | $-567.9M | ||
| Q3 25 | $3.3M | $-331.4M | ||
| Q2 25 | $-3.8M | $-191.4M | ||
| Q1 25 | $-7.5M | $-251.6M | ||
| Q4 24 | $3.7M | $-223.3M | ||
| Q3 24 | $8.4M | $-130.7M | ||
| Q2 24 | $-8.0M | $-88.9M | ||
| Q1 24 | $1.7M | $-2.3M |
自由现金流率APAPLD
| Q4 25 | -0.1% | -448.6% | ||
| Q3 25 | 3.2% | -516.1% | ||
| Q2 25 | -3.5% | 574.8% | ||
| Q1 25 | -7.5% | -475.4% | ||
| Q4 24 | 4.0% | -349.6% | ||
| Q3 24 | 9.1% | -215.3% | ||
| Q2 24 | -7.5% | -203.5% | ||
| Q1 24 | 1.5% | -5.4% |
资本支出强度APAPLD
| Q4 25 | 2.7% | 436.1% | ||
| Q3 25 | 2.9% | 388.4% | ||
| Q2 25 | 1.3% | -595.4% | ||
| Q1 25 | 2.2% | 486.6% | ||
| Q4 24 | 4.0% | 267.8% | ||
| Q3 24 | 3.2% | 90.3% | ||
| Q2 24 | 2.5% | 125.4% | ||
| Q1 24 | 2.6% | 95.0% |
现金转化率APAPLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -4.62× | — | ||
| Q4 24 | 2.40× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | -2.64× | — | ||
| Q1 24 | — | — |
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
AP
| Forged And Cast Mill Rolls | $67.0M | 64% |
| Air Handling Systems | $14.3M | 14% |
| Heat Exchange Coils | $13.1M | 13% |
| Centrifugal Pumps | $10.3M | 10% |
| Forged Engineered Products | $4.0M | 4% |
APLD
| HPC Hosting Business | $85.0M | 67% |
| Data Center Hosting Business | $41.6M | 33% |
