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安费诺（APH）与CASEYS GENERAL STORES INC（CASY）财务数据对比。点击上方公司名可切换其他公司
安费诺的季度营收约是CASEYS GENERAL STORES INC的1.7倍（$7.6B vs $4.5B），安费诺净利率更高（12.4% vs 4.6%，领先7.8%），安费诺同比增速更快（58.4% vs 14.2%），过去两年安费诺的营收复合增速更高（45.3% vs 16.3%）
安费诺是一家总部位于美国的电子零部件制造企业，核心产品涵盖电子连接器、光纤连接器、同轴电缆等各类线缆及互连系统，是全球互连解决方案领域的主流供应商，品牌名称源自其前身American Phenolic Corp的名称缩写组合。
凯西零售是美国中西部及南部的连锁便利店企业，总部位于爱荷华州得梅因市郊的安克尼。截至2023年10月1日，品牌在16个州共开设2500家门店，是美国第三大、全美资最大的便利店连锁品牌，也是爱荷华州仅有的两家财富500强企业之一，旗下披萨等食品广受消费者欢迎。
APH vs CASY — 直观对比
营收规模更大
APH
是对方的1.7倍
$4.5B
营收增速更快
APH
高出44.2%
14.2%
净利率更高
APH
高出7.8%
4.6%
两年增速更快
APH
近两年复合增速
16.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $7.6B | $4.5B |
| 净利润 | $943.3M | $206.3M |
| 毛利率 | 36.7% | — |
| 营业利润率 | 24.0% | 6.1% |
| 净利率 | 12.4% | 4.6% |
| 营收同比 | 58.4% | 14.2% |
| 净利润同比 | 26.8% | 14.0% |
| 每股收益（稀释后） | $0.72 | $5.53 |
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APHCASY
| Q1 26 | $7.6B | — | ||
| Q4 25 | $6.4B | $4.5B | ||
| Q3 25 | $6.2B | $4.6B | ||
| Q2 25 | $5.7B | $4.0B | ||
| Q1 25 | $4.8B | $3.9B | ||
| Q4 24 | $4.3B | $3.9B | ||
| Q3 24 | $4.0B | $4.1B | ||
| Q2 24 | $3.6B | $3.6B |
净利润APHCASY
| Q1 26 | $943.3M | — | ||
| Q4 25 | $1.2B | $206.3M | ||
| Q3 25 | $1.2B | $215.4M | ||
| Q2 25 | $1.1B | $98.3M | ||
| Q1 25 | $737.8M | $87.1M | ||
| Q4 24 | $746.1M | $180.9M | ||
| Q3 24 | $604.4M | $180.2M | ||
| Q2 24 | $524.8M | $87.0M |
毛利率APHCASY
| Q1 26 | 36.7% | — | ||
| Q4 25 | 38.2% | — | ||
| Q3 25 | 38.1% | — | ||
| Q2 25 | 36.3% | — | ||
| Q1 25 | 34.2% | — | ||
| Q4 24 | 34.3% | — | ||
| Q3 24 | 33.6% | — | ||
| Q2 24 | 33.6% | — |
营业利润率APHCASY
| Q1 26 | 24.0% | — | ||
| Q4 25 | 26.8% | 6.1% | ||
| Q3 25 | 27.5% | 6.1% | ||
| Q2 25 | 25.1% | — | ||
| Q1 25 | 21.3% | 2.8% | ||
| Q4 24 | 22.1% | 6.1% | ||
| Q3 24 | 20.3% | 5.8% | ||
| Q2 24 | 19.4% | — |
净利率APHCASY
| Q1 26 | 12.4% | — | ||
| Q4 25 | 18.6% | 4.6% | ||
| Q3 25 | 20.1% | 4.7% | ||
| Q2 25 | 19.3% | 2.5% | ||
| Q1 25 | 15.3% | 2.2% | ||
| Q4 24 | 17.3% | 4.6% | ||
| Q3 24 | 15.0% | 4.4% | ||
| Q2 24 | 14.5% | 2.4% |
每股收益（稀释后）APHCASY
| Q1 26 | $0.72 | — | ||
| Q4 25 | $0.93 | $5.53 | ||
| Q3 25 | $0.97 | $5.77 | ||
| Q2 25 | $0.86 | $2.63 | ||
| Q1 25 | $0.58 | $2.33 | ||
| Q4 24 | $0.16 | $4.85 | ||
| Q3 24 | $0.48 | $4.83 | ||
| Q2 24 | $0.41 | $2.34 |
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 | $4.6B | $492.0M |
| 总债务越低越好 | $18.7B | — |
| 股东权益账面价值 | $14.1B | $3.8B |
| 总资产 | $42.1B | $8.6B |
| 负债/权益比越低杠杆越低 | 1.33× | — |
8季度趋势，按日历期对齐
现金及短期投资APHCASY
| Q1 26 | $4.6B | — | ||
| Q4 25 | $11.4B | $492.0M | ||
| Q3 25 | $3.9B | $458.1M | ||
| Q2 25 | $3.2B | $326.7M | ||
| Q1 25 | $1.7B | $394.8M | ||
| Q4 24 | $3.3B | $351.7M | ||
| Q3 24 | $1.6B | $305.0M | ||
| Q2 24 | $1.3B | $206.5M |
总债务APHCASY
| Q1 26 | $18.7B | — | ||
| Q4 25 | $14.6B | — | ||
| Q3 25 | $7.1B | — | ||
| Q2 25 | $7.1B | $2.4B | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | $6.5B | — | ||
| Q3 24 | $5.1B | — | ||
| Q2 24 | $5.0B | $1.6B |
股东权益APHCASY
| Q1 26 | $14.1B | — | ||
| Q4 25 | $13.4B | $3.8B | ||
| Q3 25 | $12.5B | $3.6B | ||
| Q2 25 | $11.5B | $3.5B | ||
| Q1 25 | $10.3B | $3.4B | ||
| Q4 24 | $9.8B | $3.3B | ||
| Q3 24 | $9.5B | $3.2B | ||
| Q2 24 | $9.0B | $3.0B |
总资产APHCASY
| Q1 26 | $42.1B | — | ||
| Q4 25 | $36.2B | $8.6B | ||
| Q3 25 | $27.1B | $8.4B | ||
| Q2 25 | $25.7B | $8.2B | ||
| Q1 25 | $22.9B | $8.2B | ||
| Q4 24 | $21.4B | $7.7B | ||
| Q3 24 | $19.6B | $6.5B | ||
| Q2 24 | $18.6B | $6.3B |
负债/权益比APHCASY
| Q1 26 | 1.33× | — | ||
| Q4 25 | 1.09× | — | ||
| Q3 25 | 0.57× | — | ||
| Q2 25 | 0.62× | 0.69× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.66× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.56× | 0.52× |
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 | $1.1B | $347.1M |
| 自由现金流经营现金流 - 资本支出 | — | $176.0M |
| 自由现金流率自由现金流/营收 | — | 3.9% |
| 资本支出强度资本支出/营收 | 3.8% | 3.8% |
| 现金转化率经营现金流/净利润 | 1.19× | 1.68× |
| 过去12个月自由现金流最近4个季度 | — | $682.2M |
8季度趋势，按日历期对齐
经营现金流APHCASY
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.7B | $347.1M | ||
| Q3 25 | $1.5B | $372.4M | ||
| Q2 25 | $1.4B | $333.9M | ||
| Q1 25 | $764.9M | $204.9M | ||
| Q4 24 | $847.1M | $270.7M | ||
| Q3 24 | $704.0M | $281.4M | ||
| Q2 24 | $664.1M | $288.4M |
自由现金流APHCASY
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $176.0M | ||
| Q3 25 | $1.2B | $262.4M | ||
| Q2 25 | $1.1B | $153.1M | ||
| Q1 25 | $576.3M | $90.7M | ||
| Q4 24 | $647.3M | $160.0M | ||
| Q3 24 | $474.0M | $180.8M | ||
| Q2 24 | $522.8M | $92.1M |
自由现金流率APHCASY
| Q1 26 | — | — | ||
| Q4 25 | 22.8% | 3.9% | ||
| Q3 25 | 19.6% | 5.7% | ||
| Q2 25 | 19.8% | 3.8% | ||
| Q1 25 | 12.0% | 2.3% | ||
| Q4 24 | 15.0% | 4.1% | ||
| Q3 24 | 11.7% | 4.4% | ||
| Q2 24 | 14.5% | 2.6% |
资本支出强度APHCASY
| Q1 26 | 3.8% | — | ||
| Q4 25 | 3.9% | 3.8% | ||
| Q3 25 | 4.2% | 2.4% | ||
| Q2 25 | 5.3% | 4.5% | ||
| Q1 25 | 3.9% | 2.9% | ||
| Q4 24 | 4.6% | 2.8% | ||
| Q3 24 | 5.7% | 2.5% | ||
| Q2 24 | 3.9% | 5.5% |
现金转化率APHCASY
| Q1 26 | 1.19× | — | ||
| Q4 25 | 1.44× | 1.68× | ||
| Q3 25 | 1.18× | 1.73× | ||
| Q2 25 | 1.30× | 3.40× | ||
| Q1 25 | 1.04× | 2.35× | ||
| Q4 24 | 1.14× | 1.50× | ||
| Q3 24 | 1.16× | 1.56× | ||
| Q2 24 | 1.27× | 3.31× |
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
APH
| Communications Solutions | $4.5B | 60% |
| Harsh Environment Solutions | $1.7B | 22% |
| Interconnect and Sensor Systems | $1.4B | 18% |
CASY
暂无分部数据
