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安费诺（APH）与CSX Corporation（CSX）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CSX Corporation的1.8倍（$6.4B vs $3.5B），CSX Corporation净利率更高（23.2% vs 18.6%，领先4.6%），安费诺同比增速更快（49.1% vs 1.7%），安费诺自由现金流更多（$1.5B vs $793.0M），过去两年安费诺的营收复合增速更高（40.6% vs -3.0%）
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。
CSX运输是美国一级货运铁路企业，业务覆盖美国东部区域及加拿大安大略省、魁北克省，运营铁路总里程约3.4万公里，隶属于总部位于佛罗里达州杰克逊维尔市的财富500强企业CSX Corporation，是其旗下核心子公司。
APH vs CSX — 直观对比
营收规模更大
APH
是对方的1.8倍
$3.5B
营收增速更快
APH
高出47.4%
1.7%
净利率更高
CSX
高出4.6%
18.6%
自由现金流更多
APH
多$675.5M
$793.0M
两年增速更快
APH
近两年复合增速
-3.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $6.4B | $3.5B |
| 净利润 | $1.2B | $807.0M |
| 毛利率 | 38.2% | — |
| 营业利润率 | 26.8% | 29.9% |
| 净利率 | 18.6% | 23.2% |
| 营收同比 | 49.1% | 1.7% |
| 净利润同比 | 60.2% | 401.2% |
| 每股收益（稀释后） | $0.93 | — |
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APHCSX
| Q1 26 | — | $3.5B | ||
| Q4 25 | $6.4B | $3.5B | ||
| Q3 25 | $6.2B | $3.6B | ||
| Q2 25 | $5.7B | $3.6B | ||
| Q1 25 | $4.8B | $3.4B | ||
| Q4 24 | $4.3B | $3.5B | ||
| Q3 24 | $4.0B | $3.6B | ||
| Q2 24 | $3.6B | $3.7B |
净利润APHCSX
| Q1 26 | — | $807.0M | ||
| Q4 25 | $1.2B | $720.0M | ||
| Q3 25 | $1.2B | $694.0M | ||
| Q2 25 | $1.1B | $829.0M | ||
| Q1 25 | $737.8M | $646.0M | ||
| Q4 24 | $746.1M | $720.0M | ||
| Q3 24 | $604.4M | $894.0M | ||
| Q2 24 | $524.8M | $963.0M |
毛利率APHCSX
| Q1 26 | — | — | ||
| 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APHCSX
| Q1 26 | — | 29.9% | ||
| Q4 25 | 26.8% | 31.6% | ||
| Q3 25 | 27.5% | 30.3% | ||
| Q2 25 | 25.1% | 35.9% | ||
| Q1 25 | 21.3% | 30.4% | ||
| Q4 24 | 22.1% | 30.8% | ||
| Q3 24 | 20.3% | 37.4% | ||
| Q2 24 | 19.4% | 39.1% |
净利率APHCSX
| Q1 26 | — | 23.2% | ||
| Q4 25 | 18.6% | 20.5% | ||
| Q3 25 | 20.1% | 19.3% | ||
| Q2 25 | 19.3% | 23.2% | ||
| Q1 25 | 15.3% | 18.9% | ||
| Q4 24 | 17.3% | 20.3% | ||
| Q3 24 | 15.0% | 24.7% | ||
| Q2 24 | 14.5% | 26.0% |
每股收益（稀释后）APHCSX
| Q1 26 | — | — | ||
| Q4 25 | $0.93 | $0.39 | ||
| Q3 25 | $0.97 | $0.37 | ||
| Q2 25 | $0.86 | $0.44 | ||
| Q1 25 | $0.58 | $0.34 | ||
| Q4 24 | $0.16 | $0.38 | ||
| Q3 24 | $0.48 | $0.46 | ||
| Q2 24 | $0.41 | $0.49 |
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 | $1.1B |
| 总债务越低越好 | $14.6B | $18.9B |
| 股东权益账面价值 | $13.4B | $13.6B |
| 总资产 | $36.2B | $44.2B |
| 负债/权益比越低杠杆越低 | 1.09× | 1.39× |
8季度趋势，按日历期对齐
现金及短期投资APHCSX
| Q1 26 | — | $1.1B | ||
| Q4 25 | $11.4B | $5.0M | ||
| Q3 25 | $3.9B | $6.0M | ||
| Q2 25 | $3.2B | $6.0M | ||
| Q1 25 | $1.7B | $8.0M | ||
| Q4 24 | $3.3B | $72.0M | ||
| Q3 24 | $1.6B | $12.0M | ||
| Q2 24 | $1.3B | $4.0M |
总债务APHCSX
| Q1 26 | — | $18.9B | ||
| Q4 25 | $14.6B | $18.2B | ||
| Q3 25 | $7.1B | $18.6B | ||
| Q2 25 | $7.1B | $18.6B | ||
| Q1 25 | $6.8B | $18.5B | ||
| Q4 24 | $6.5B | $17.9B | ||
| Q3 24 | $5.1B | $18.5B | ||
| Q2 24 | $5.0B | $18.0B |
股东权益APHCSX
| Q1 26 | — | $13.6B | ||
| Q4 25 | $13.4B | $13.2B | ||
| Q3 25 | $12.5B | $12.8B | ||
| Q2 25 | $11.5B | $12.4B | ||
| Q1 25 | $10.3B | $12.2B | ||
| Q4 24 | $9.8B | $12.5B | ||
| Q3 24 | $9.5B | $12.9B | ||
| Q2 24 | $9.0B | $12.6B |
总资产APHCSX
| Q1 26 | — | $44.2B | ||
| Q4 25 | $36.2B | $43.7B | ||
| Q3 25 | $27.1B | $43.3B | ||
| Q2 25 | $25.7B | $42.9B | ||
| Q1 25 | $22.9B | $43.2B | ||
| Q4 24 | $21.4B | $42.8B | ||
| Q3 24 | $19.6B | $43.1B | ||
| Q2 24 | $18.6B | $42.4B |
负债/权益比APHCSX
| Q1 26 | — | 1.39× | ||
| Q4 25 | 1.09× | 1.38× | ||
| Q3 25 | 0.57× | 1.45× | ||
| Q2 25 | 0.62× | 1.50× | ||
| Q1 25 | 0.66× | 1.52× | ||
| Q4 24 | 0.66× | 1.43× | ||
| Q3 24 | 0.54× | 1.43× | ||
| Q2 24 | 0.56× | 1.42× |
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 | $1.3B |
| 自由现金流经营现金流 - 资本支出 | $1.5B | $793.0M |
| 自由现金流率自由现金流/营收 | 22.8% | 22.8% |
| 资本支出强度资本支出/营收 | 3.9% | — |
| 现金转化率经营现金流/净利润 | 1.44× | 1.58× |
| 过去12个月自由现金流最近4个季度 | $4.4B | $2.0B |
8季度趋势，按日历期对齐
经营现金流APHCSX
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.7B | $1.4B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.4B | $635.0M | ||
| Q1 25 | $764.9M | $1.3B | ||
| Q4 24 | $847.1M | $1.4B | ||
| Q3 24 | $704.0M | $1.7B | ||
| Q2 24 | $664.1M | $1.1B |
自由现金流APHCSX
| Q1 26 | — | $793.0M | ||
| Q4 25 | $1.5B | $709.0M | ||
| Q3 25 | $1.2B | $607.0M | ||
| Q2 25 | $1.1B | $-141.0M | ||
| Q1 25 | $576.3M | $536.0M | ||
| Q4 24 | $647.3M | $550.0M | ||
| Q3 24 | $474.0M | $1.1B | ||
| Q2 24 | $522.8M | $547.0M |
自由现金流率APHCSX
| Q1 26 | — | 22.8% | ||
| Q4 25 | 22.8% | 20.2% | ||
| Q3 25 | 19.6% | 16.9% | ||
| Q2 25 | 19.8% | -3.9% | ||
| Q1 25 | 12.0% | 15.7% | ||
| Q4 24 | 15.0% | 15.5% | ||
| Q3 24 | 11.7% | 29.3% | ||
| Q2 24 | 14.5% | 14.8% |
资本支出强度APHCSX
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 19.3% | ||
| Q3 25 | 4.2% | 20.4% | ||
| Q2 25 | 5.3% | 21.7% | ||
| Q1 25 | 3.9% | 21.0% | ||
| Q4 24 | 4.6% | 23.7% | ||
| Q3 24 | 5.7% | 17.3% | ||
| Q2 24 | 3.9% | 14.6% |
现金转化率APHCSX
| Q1 26 | — | 1.58× | ||
| Q4 25 | 1.44× | 1.93× | ||
| Q3 25 | 1.18× | 1.93× | ||
| Q2 25 | 1.30× | 0.77× | ||
| Q1 25 | 1.04× | 1.94× | ||
| Q4 24 | 1.14× | 1.93× | ||
| Q3 24 | 1.16× | 1.89× | ||
| Q2 24 | 1.27× | 1.13× |
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% |
CSX
暂无分部数据
