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安费诺（APH）与DoorDash（DASH）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DoorDash的1.9倍（$7.6B vs $4.0B），安费诺净利率更高（12.4% vs 5.4%，领先7.0%），安费诺同比增速更快（58.4% vs 37.7%），安费诺自由现金流更多（$831.2M vs $367.0M），过去两年安费诺的营收复合增速更高（45.3% vs 25.5%）
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。
DoorDash是美国头部在线订餐及配送平台，也是美国规模最大的外卖配送服务商，占据当地外卖配送市场56%的份额，便民配送品类市场占比更是高达60%。截至2020年12月31日，平台合作商户超45万家，服务消费者超2000万，注册配送员数量突破100万。
APH vs DASH — 直观对比
营收规模更大
APH
是对方的1.9倍
$4.0B
营收增速更快
APH
高出20.7%
37.7%
净利率更高
APH
高出7.0%
5.4%
自由现金流更多
APH
多$464.2M
$367.0M
两年增速更快
APH
近两年复合增速
25.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $7.6B | $4.0B |
| 净利润 | $943.3M | $213.0M |
| 毛利率 | 36.7% | — |
| 营业利润率 | 24.0% | 3.7% |
| 净利率 | 12.4% | 5.4% |
| 营收同比 | 58.4% | 37.7% |
| 净利润同比 | 26.8% | 51.1% |
| 每股收益（稀释后） | $0.72 | $0.49 |
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APHDASH
| Q1 26 | $7.6B | — | ||
| Q4 25 | $6.4B | $4.0B | ||
| Q3 25 | $6.2B | $3.4B | ||
| Q2 25 | $5.7B | $3.3B | ||
| Q1 25 | $4.8B | $3.0B | ||
| Q4 24 | $4.3B | $2.9B | ||
| Q3 24 | $4.0B | $2.7B | ||
| Q2 24 | $3.6B | $2.6B |
净利润APHDASH
| Q1 26 | $943.3M | — | ||
| Q4 25 | $1.2B | $213.0M | ||
| Q3 25 | $1.2B | $244.0M | ||
| Q2 25 | $1.1B | $285.0M | ||
| Q1 25 | $737.8M | $193.0M | ||
| Q4 24 | $746.1M | $141.0M | ||
| Q3 24 | $604.4M | $162.0M | ||
| Q2 24 | $524.8M | $-157.0M |
毛利率APHDASH
| 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APHDASH
| Q1 26 | 24.0% | — | ||
| Q4 25 | 26.8% | 3.7% | ||
| Q3 25 | 27.5% | 7.5% | ||
| Q2 25 | 25.1% | 5.0% | ||
| Q1 25 | 21.3% | 5.1% | ||
| Q4 24 | 22.1% | 4.1% | ||
| Q3 24 | 20.3% | 4.0% | ||
| Q2 24 | 19.4% | -7.6% |
净利率APHDASH
| Q1 26 | 12.4% | — | ||
| Q4 25 | 18.6% | 5.4% | ||
| Q3 25 | 20.1% | 7.1% | ||
| Q2 25 | 19.3% | 8.7% | ||
| Q1 25 | 15.3% | 6.4% | ||
| Q4 24 | 17.3% | 4.9% | ||
| Q3 24 | 15.0% | 6.0% | ||
| Q2 24 | 14.5% | -6.0% |
每股收益（稀释后）APHDASH
| Q1 26 | $0.72 | — | ||
| Q4 25 | $0.93 | $0.49 | ||
| Q3 25 | $0.97 | $0.55 | ||
| Q2 25 | $0.86 | $0.65 | ||
| Q1 25 | $0.58 | $0.44 | ||
| Q4 24 | $0.16 | $0.35 | ||
| Q3 24 | $0.48 | $0.38 | ||
| Q2 24 | $0.41 | $-0.38 |
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 | $4.4B |
| 总债务越低越好 | $18.7B | — |
| 股东权益账面价值 | $14.1B | $10.0B |
| 总资产 | $42.1B | $19.7B |
| 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APHDASH
| Q1 26 | $4.6B | — | ||
| Q4 25 | $11.4B | $4.4B | ||
| Q3 25 | $3.9B | $3.3B | ||
| Q2 25 | $3.2B | $3.9B | ||
| Q1 25 | $1.7B | $4.5B | ||
| Q4 24 | $3.3B | $4.0B | ||
| Q3 24 | $1.6B | $3.7B | ||
| Q2 24 | $1.3B | $3.4B |
总债务APHDASH
| Q1 26 | $18.7B | — | ||
| 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 | — |
股东权益APHDASH
| Q1 26 | $14.1B | — | ||
| Q4 25 | $13.4B | $10.0B | ||
| Q3 25 | $12.5B | $9.5B | ||
| Q2 25 | $11.5B | $8.9B | ||
| Q1 25 | $10.3B | $8.4B | ||
| Q4 24 | $9.8B | $7.8B | ||
| Q3 24 | $9.5B | $7.6B | ||
| Q2 24 | $9.0B | $7.2B |
总资产APHDASH
| Q1 26 | $42.1B | — | ||
| Q4 25 | $36.2B | $19.7B | ||
| Q3 25 | $27.1B | $18.0B | ||
| Q2 25 | $25.7B | $16.9B | ||
| Q1 25 | $22.9B | $13.6B | ||
| Q4 24 | $21.4B | $12.8B | ||
| Q3 24 | $19.6B | $12.3B | ||
| Q2 24 | $18.6B | $11.8B |
负债/权益比APHDASH
| Q1 26 | 1.33× | — | ||
| 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× | — |
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 | $421.0M |
| 自由现金流经营现金流 - 资本支出 | $831.2M | $367.0M |
| 自由现金流率自由现金流/营收 | 10.9% | 9.3% |
| 资本支出强度资本支出/营收 | 3.8% | 1.4% |
| 现金转化率经营现金流/净利润 | 1.19× | 1.98× |
| 过去12个月自由现金流最近4个季度 | $4.6B | $2.2B |
8季度趋势，按日历期对齐
经营现金流APHDASH
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.7B | $421.0M | ||
| Q3 25 | $1.5B | $871.0M | ||
| Q2 25 | $1.4B | $504.0M | ||
| Q1 25 | $764.9M | $635.0M | ||
| Q4 24 | $847.1M | $518.0M | ||
| Q3 24 | $704.0M | $531.0M | ||
| Q2 24 | $664.1M | $530.0M |
自由现金流APHDASH
| Q1 26 | $831.2M | — | ||
| Q4 25 | $1.5B | $367.0M | ||
| Q3 25 | $1.2B | $808.0M | ||
| Q2 25 | $1.1B | $438.0M | ||
| Q1 25 | $576.3M | $561.0M | ||
| Q4 24 | $647.3M | $486.0M | ||
| Q3 24 | $474.0M | $499.0M | ||
| Q2 24 | $522.8M | $507.0M |
自由现金流率APHDASH
| Q1 26 | 10.9% | — | ||
| Q4 25 | 22.8% | 9.3% | ||
| Q3 25 | 19.6% | 23.4% | ||
| Q2 25 | 19.8% | 13.3% | ||
| Q1 25 | 12.0% | 18.5% | ||
| Q4 24 | 15.0% | 16.9% | ||
| Q3 24 | 11.7% | 18.4% | ||
| Q2 24 | 14.5% | 19.3% |
资本支出强度APHDASH
| Q1 26 | 3.8% | — | ||
| Q4 25 | 3.9% | 1.4% | ||
| Q3 25 | 4.2% | 1.8% | ||
| Q2 25 | 5.3% | 2.0% | ||
| Q1 25 | 3.9% | 2.4% | ||
| Q4 24 | 4.6% | 1.1% | ||
| Q3 24 | 5.7% | 1.2% | ||
| Q2 24 | 3.9% | 0.9% |
现金转化率APHDASH
| Q1 26 | 1.19× | — | ||
| Q4 25 | 1.44× | 1.98× | ||
| Q3 25 | 1.18× | 3.57× | ||
| Q2 25 | 1.30× | 1.77× | ||
| Q1 25 | 1.04× | 3.29× | ||
| Q4 24 | 1.14× | 3.67× | ||
| Q3 24 | 1.16× | 3.28× | ||
| Q2 24 | 1.27× | — |
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% |
DASH
暂无分部数据
