vs
安费诺（APH）与安达（CB）财务数据对比。点击上方公司名可切换其他公司
安达的季度营收约是安费诺的2.0倍（$15.1B vs $7.6B），安达净利率更高（21.3% vs 12.4%，领先8.9%），安费诺同比增速更快（58.4% vs 6.3%），过去两年安费诺的营收复合增速更高（45.3% vs 8.1%）
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。
安达是注册地位于苏黎世的跨国保险集团，在纽约证券交易所上市，为标普500指数成分股。作为全球最大的上市财产及意外伤害保险公司，其业务涵盖财产险、意外险、健康险、再保险、寿险等领域，在全球55个国家和地区及伦敦劳合社市场运营。
APH vs CB — 直观对比
营收规模更大
CB
是对方的2.0倍
$7.6B
营收增速更快
APH
高出52.1%
6.3%
净利率更高
CB
高出8.9%
12.4%
两年增速更快
APH
近两年复合增速
8.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $7.6B | $15.1B |
| 净利润 | $943.3M | $3.2B |
| 毛利率 | 36.7% | — |
| 营业利润率 | 24.0% | 25.0% |
| 净利率 | 12.4% | 21.3% |
| 营收同比 | 58.4% | 6.3% |
| 净利润同比 | 26.8% | 24.7% |
| 每股收益（稀释后） | $0.72 | $8.05 |
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APHCB
| Q1 26 | $7.6B | — | ||
| Q4 25 | $6.4B | $15.1B | ||
| Q3 25 | $6.2B | $16.1B | ||
| Q2 25 | $5.7B | $14.8B | ||
| Q1 25 | $4.8B | $13.4B | ||
| Q4 24 | $4.3B | $14.2B | ||
| Q3 24 | $4.0B | $14.8B | ||
| Q2 24 | $3.6B | $13.8B |
净利润APHCB
| Q1 26 | $943.3M | — | ||
| Q4 25 | $1.2B | $3.2B | ||
| Q3 25 | $1.2B | $2.8B | ||
| Q2 25 | $1.1B | $3.0B | ||
| Q1 25 | $737.8M | $1.3B | ||
| Q4 24 | $746.1M | $2.6B | ||
| Q3 24 | $604.4M | $2.3B | ||
| Q2 24 | $524.8M | $2.2B |
毛利率APHCB
| 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APHCB
| Q1 26 | 24.0% | — | ||
| Q4 25 | 26.8% | 25.0% | ||
| Q3 25 | 27.5% | 24.1% | ||
| Q2 25 | 25.1% | 25.0% | ||
| Q1 25 | 21.3% | 12.5% | ||
| Q4 24 | 22.1% | 22.0% | ||
| Q3 24 | 20.3% | 20.2% | ||
| Q2 24 | 19.4% | 19.6% |
净利率APHCB
| Q1 26 | 12.4% | — | ||
| Q4 25 | 18.6% | 21.3% | ||
| Q3 25 | 20.1% | 17.3% | ||
| Q2 25 | 19.3% | 20.0% | ||
| Q1 25 | 15.3% | 10.0% | ||
| Q4 24 | 17.3% | 18.2% | ||
| Q3 24 | 15.0% | 15.7% | ||
| Q2 24 | 14.5% | 16.1% |
每股收益（稀释后）APHCB
| Q1 26 | $0.72 | — | ||
| Q4 25 | $0.93 | $8.05 | ||
| Q3 25 | $0.97 | $6.99 | ||
| Q2 25 | $0.86 | $7.35 | ||
| Q1 25 | $0.58 | $3.29 | ||
| Q4 24 | $0.16 | $6.31 | ||
| Q3 24 | $0.48 | $5.70 | ||
| Q2 24 | $0.41 | $5.46 |
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 | — |
| 总债务越低越好 | $18.7B | $15.7B |
| 股东权益账面价值 | $14.1B | $73.8B |
| 总资产 | $42.1B | $272.3B |
| 负债/权益比越低杠杆越低 | 1.33× | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资APHCB
| Q1 26 | $4.6B | — | ||
| Q4 25 | $11.4B | — | ||
| Q3 25 | $3.9B | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.3B | — |
总债务APHCB
| Q1 26 | $18.7B | — | ||
| Q4 25 | $14.6B | $15.7B | ||
| Q3 25 | $7.1B | $15.7B | ||
| Q2 25 | $7.1B | $13.5B | ||
| Q1 25 | $6.8B | $14.5B | ||
| Q4 24 | $6.5B | $14.4B | ||
| Q3 24 | $5.1B | $14.6B | ||
| Q2 24 | $5.0B | $13.2B |
股东权益APHCB
| Q1 26 | $14.1B | — | ||
| Q4 25 | $13.4B | $73.8B | ||
| Q3 25 | $12.5B | $71.9B | ||
| Q2 25 | $11.5B | $69.4B | ||
| Q1 25 | $10.3B | $65.7B | ||
| Q4 24 | $9.8B | $64.0B | ||
| Q3 24 | $9.5B | $65.8B | ||
| Q2 24 | $9.0B | $61.0B |
总资产APHCB
| Q1 26 | $42.1B | — | ||
| Q4 25 | $36.2B | $272.3B | ||
| Q3 25 | $27.1B | $270.2B | ||
| Q2 25 | $25.7B | $261.6B | ||
| Q1 25 | $22.9B | $251.8B | ||
| Q4 24 | $21.4B | $246.5B | ||
| Q3 24 | $19.6B | $250.6B | ||
| Q2 24 | $18.6B | $238.6B |
负债/权益比APHCB
| Q1 26 | 1.33× | — | ||
| Q4 25 | 1.09× | 0.21× | ||
| Q3 25 | 0.57× | 0.22× | ||
| Q2 25 | 0.62× | 0.19× | ||
| Q1 25 | 0.66× | 0.22× | ||
| Q4 24 | 0.66× | 0.22× | ||
| Q3 24 | 0.54× | 0.22× | ||
| Q2 24 | 0.56× | 0.22× |
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 | $4.1B |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 3.8% | — |
| 现金转化率经营现金流/净利润 | 1.19× | 1.26× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流APHCB
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.7B | $4.1B | ||
| Q3 25 | $1.5B | $3.6B | ||
| Q2 25 | $1.4B | $3.6B | ||
| Q1 25 | $764.9M | $1.6B | ||
| Q4 24 | $847.1M | $4.6B | ||
| Q3 24 | $704.0M | $4.3B | ||
| Q2 24 | $664.1M | $4.1B |
自由现金流APHCB
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $576.3M | — | ||
| Q4 24 | $647.3M | — | ||
| Q3 24 | $474.0M | — | ||
| Q2 24 | $522.8M | — |
自由现金流率APHCB
| Q1 26 | — | — | ||
| Q4 25 | 22.8% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 19.8% | — | ||
| Q1 25 | 12.0% | — | ||
| Q4 24 | 15.0% | — | ||
| Q3 24 | 11.7% | — | ||
| Q2 24 | 14.5% | — |
资本支出强度APHCB
| Q1 26 | 3.8% | — | ||
| Q4 25 | 3.9% | — | ||
| Q3 25 | 4.2% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 3.9% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | 3.9% | — |
现金转化率APHCB
| Q1 26 | 1.19× | — | ||
| Q4 25 | 1.44× | 1.26× | ||
| Q3 25 | 1.18× | 1.30× | ||
| Q2 25 | 1.30× | 1.20× | ||
| Q1 25 | 1.04× | 1.18× | ||
| Q4 24 | 1.14× | 1.77× | ||
| Q3 24 | 1.16× | 1.86× | ||
| Q2 24 | 1.27× | 1.83× |
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% |
CB
暂无分部数据
