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安费诺（APH）与CHECK POINT SOFTWARE TECHNOLOGIES LTD（CHKP）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CHECK POINT SOFTWARE TECHNOLOGIES LTD的3.3倍（$6.4B vs $2.0B）。CHECK POINT SOFTWARE TECHNOLOGIES LTD净利率更高（38.0% vs 18.6%，领先19.4%）。安费诺自由现金流更多（$1.5B vs $895.5M）
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。
Check Point软件技术有限公司是以色列知名网络安全企业，业务覆盖全球60余个国家，总部位于以色列特拉维夫，在美国加利福尼亚州红木城设有重要运营据点。公司为全球超过10万家机构提供安全防护，旗下拥有专业安全研究团队，同时是世界经济论坛的合作伙伴。
APH vs CHKP — 直观对比
营收规模更大
APH
是对方的3.3倍
$2.0B
净利率更高
CHKP
高出19.4%
18.6%
自由现金流更多
APH
多$573.0M
$895.5M
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $6.4B | $2.0B |
| 净利润 | $1.2B | $752.4M |
| 毛利率 | 38.2% | 86.7% |
| 营业利润率 | 26.8% | 30.2% |
| 净利率 | 18.6% | 38.0% |
| 营收同比 | 49.1% | — |
| 净利润同比 | 60.2% | — |
| 每股收益（稀释后） | $0.93 | $6.81 |
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APHCHKP
| Q4 25 | $6.4B | — | ||
| Q3 25 | $6.2B | $2.0B | ||
| Q2 25 | $5.7B | — | ||
| Q1 25 | $4.8B | — | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $3.6B | — | ||
| Q1 24 | $3.3B | — |
净利润APHCHKP
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | $752.4M | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $737.8M | — | ||
| Q4 24 | $746.1M | — | ||
| Q3 24 | $604.4M | — | ||
| Q2 24 | $524.8M | — | ||
| Q1 24 | $548.7M | — |
毛利率APHCHKP
| Q4 25 | 38.2% | — | ||
| Q3 25 | 38.1% | 86.7% | ||
| Q2 25 | 36.3% | — | ||
| Q1 25 | 34.2% | — | ||
| Q4 24 | 34.3% | — | ||
| Q3 24 | 33.6% | — | ||
| Q2 24 | 33.6% | — | ||
| Q1 24 | 33.4% | — |
营业利润率APHCHKP
| Q4 25 | 26.8% | — | ||
| Q3 25 | 27.5% | 30.2% | ||
| Q2 25 | 25.1% | — | ||
| Q1 25 | 21.3% | — | ||
| Q4 24 | 22.1% | — | ||
| Q3 24 | 20.3% | — | ||
| Q2 24 | 19.4% | — | ||
| Q1 24 | 21.0% | — |
净利率APHCHKP
| Q4 25 | 18.6% | — | ||
| Q3 25 | 20.1% | 38.0% | ||
| Q2 25 | 19.3% | — | ||
| Q1 25 | 15.3% | — | ||
| Q4 24 | 17.3% | — | ||
| Q3 24 | 15.0% | — | ||
| Q2 24 | 14.5% | — | ||
| Q1 24 | 16.9% | — |
每股收益（稀释后）APHCHKP
| Q4 25 | $0.93 | — | ||
| Q3 25 | $0.97 | $6.81 | ||
| Q2 25 | $0.86 | — | ||
| Q1 25 | $0.58 | — | ||
| Q4 24 | $0.16 | — | ||
| Q3 24 | $0.48 | — | ||
| Q2 24 | $0.41 | — | ||
| Q1 24 | $0.87 | — |
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 | $11.4B | $619.9M |
| 总债务越低越好 | $14.6B | — |
| 股东权益账面价值 | $13.4B | $3.1B |
| 总资产 | $36.2B | $5.7B |
| 负债/权益比越低杠杆越低 | 1.09× | — |
8季度趋势，按日历期对齐
现金及短期投资APHCHKP
| Q4 25 | $11.4B | — | ||
| Q3 25 | $3.9B | $619.9M | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $2.0B | — |
总债务APHCHKP
| Q4 25 | $14.6B | — | ||
| Q3 25 | $7.1B | — | ||
| Q2 25 | $7.1B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | $6.5B | — | ||
| Q3 24 | $5.1B | — | ||
| Q2 24 | $5.0B | — | ||
| Q1 24 | $3.6B | — |
股东权益APHCHKP
| Q4 25 | $13.4B | — | ||
| Q3 25 | $12.5B | $3.1B | ||
| Q2 25 | $11.5B | — | ||
| Q1 25 | $10.3B | — | ||
| Q4 24 | $9.8B | — | ||
| Q3 24 | $9.5B | — | ||
| Q2 24 | $9.0B | — | ||
| Q1 24 | $8.7B | — |
总资产APHCHKP
| Q4 25 | $36.2B | — | ||
| Q3 25 | $27.1B | $5.7B | ||
| Q2 25 | $25.7B | — | ||
| Q1 25 | $22.9B | — | ||
| Q4 24 | $21.4B | — | ||
| Q3 24 | $19.6B | — | ||
| Q2 24 | $18.6B | — | ||
| Q1 24 | $16.7B | — |
负债/权益比APHCHKP
| Q4 25 | 1.09× | — | ||
| Q3 25 | 0.57× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.66× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.56× | — | ||
| Q1 24 | 0.41× | — |
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 | $1.7B | $914.9M |
| 自由现金流经营现金流 - 资本支出 | $1.5B | $895.5M |
| 自由现金流率自由现金流/营收 | 22.8% | 45.2% |
| 资本支出强度资本支出/营收 | 3.9% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.44× | 1.22× |
| 过去12个月自由现金流最近4个季度 | $4.4B | — |
8季度趋势，按日历期对齐
经营现金流APHCHKP
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.5B | $914.9M | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $764.9M | — | ||
| Q4 24 | $847.1M | — | ||
| Q3 24 | $704.0M | — | ||
| Q2 24 | $664.1M | — | ||
| Q1 24 | $599.5M | — |
自由现金流APHCHKP
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.2B | $895.5M | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $576.3M | — | ||
| Q4 24 | $647.3M | — | ||
| Q3 24 | $474.0M | — | ||
| Q2 24 | $522.8M | — | ||
| Q1 24 | $505.2M | — |
自由现金流率APHCHKP
| Q4 25 | 22.8% | — | ||
| Q3 25 | 19.6% | 45.2% | ||
| Q2 25 | 19.8% | — | ||
| Q1 25 | 12.0% | — | ||
| Q4 24 | 15.0% | — | ||
| Q3 24 | 11.7% | — | ||
| Q2 24 | 14.5% | — | ||
| Q1 24 | 15.5% | — |
资本支出强度APHCHKP
| Q4 25 | 3.9% | — | ||
| Q3 25 | 4.2% | 1.0% | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 3.9% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | 3.9% | — | ||
| Q1 24 | 2.9% | — |
现金转化率APHCHKP
| Q4 25 | 1.44× | — | ||
| Q3 25 | 1.18× | 1.22× | ||
| Q2 25 | 1.30× | — | ||
| Q1 25 | 1.04× | — | ||
| Q4 24 | 1.14× | — | ||
| Q3 24 | 1.16× | — | ||
| Q2 24 | 1.27× | — | ||
| Q1 24 | 1.09× | — |
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 Segment | $3.5B | 54% |
| Harsh Environment Solutions Segment | $1.7B | 26% |
| Sales Channel Through Intermediary | $1.4B | 21% |
CHKP
| Security subscriptions | $812.0M | 41% |
| Software updates and maintenance | $712.0M | 36% |
| Products and licenses | $337.3M | 17% |
| Other | $119.2M | 6% |
