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安费诺(APH)与EQT Corporation(EQT)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EQT Corporation的1.9倍($6.4B vs $3.4B),EQT Corporation净利率更高(44.0% vs 18.6%,领先25.4%),EQT Corporation同比增速更快(94.2% vs 49.1%),EQT Corporation自由现金流更多($1.9B vs $1.5B),过去两年EQT Corporation的营收复合增速更高(94.9% vs 40.6%)
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。
EQT公司是总部位于美国宾夕法尼亚州匹兹堡的领先独立天然气勘探生产企业,主要在阿巴拉契亚盆地运营,生产天然气、天然气液体和原油,为北美市场的民用、商用、工业及发电领域供应能源。
APH vs EQT — 直观对比
营收规模更大
APH
是对方的1.9倍
$3.4B
营收增速更快
EQT
高出45.1%
49.1%
净利率更高
EQT
高出25.4%
18.6%
自由现金流更多
EQT
多$476.5M
$1.5B
两年增速更快
EQT
近两年复合增速
40.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $6.4B | $3.4B |
| 净利润 | $1.2B | $1.5B |
| 毛利率 | 38.2% | — |
| 营业利润率 | 26.8% | 60.3% |
| 净利率 | 18.6% | 44.0% |
| 营收同比 | 49.1% | 94.2% |
| 净利润同比 | 60.2% | 514.5% |
| 每股收益(稀释后) | $0.93 | $2.36 |
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
APH
EQT
| Q1 26 | — | $3.4B | ||
| Q4 25 | $6.4B | $2.4B | ||
| Q3 25 | $6.2B | $2.0B | ||
| Q2 25 | $5.7B | $2.6B | ||
| Q1 25 | $4.8B | $1.7B | ||
| Q4 24 | $4.3B | $1.6B | ||
| Q3 24 | $4.0B | $1.3B | ||
| Q2 24 | $3.6B | $889.5M |
净利润
APH
EQT
| Q1 26 | — | $1.5B | ||
| Q4 25 | $1.2B | $677.1M | ||
| Q3 25 | $1.2B | $335.9M | ||
| Q2 25 | $1.1B | $784.1M | ||
| Q1 25 | $737.8M | $242.1M | ||
| Q4 24 | $746.1M | $418.4M | ||
| Q3 24 | $604.4M | $-300.8M | ||
| Q2 24 | $524.8M | $9.5M |
毛利率
APH
EQT
| Q1 26 | — | — | ||
| Q4 25 | 38.2% | 83.8% | ||
| Q3 25 | 38.1% | 80.7% | ||
| Q2 25 | 36.3% | 84.8% | ||
| Q1 25 | 34.2% | 78.3% | ||
| Q4 24 | 34.3% | 76.2% | ||
| Q3 24 | 33.6% | 65.7% | ||
| Q2 24 | 33.6% | 38.9% |
营业利润率
APH
EQT
| Q1 26 | — | 60.3% | ||
| Q4 25 | 26.8% | 42.5% | ||
| Q3 25 | 27.5% | 30.8% | ||
| Q2 25 | 25.1% | 44.3% | ||
| Q1 25 | 21.3% | 28.5% | ||
| Q4 24 | 22.1% | 48.1% | ||
| Q3 24 | 20.3% | -22.0% | ||
| Q2 24 | 19.4% | 0.3% |
净利率
APH
EQT
| Q1 26 | — | 44.0% | ||
| Q4 25 | 18.6% | 28.4% | ||
| Q3 25 | 20.1% | 17.1% | ||
| Q2 25 | 19.3% | 30.7% | ||
| Q1 25 | 15.3% | 13.9% | ||
| Q4 24 | 17.3% | 25.8% | ||
| Q3 24 | 15.0% | -23.4% | ||
| Q2 24 | 14.5% | 1.1% |
每股收益(稀释后)
APH
EQT
| Q1 26 | — | $2.36 | ||
| Q4 25 | $0.93 | $1.08 | ||
| Q3 25 | $0.97 | $0.53 | ||
| Q2 25 | $0.86 | $1.30 | ||
| Q1 25 | $0.58 | $0.40 | ||
| Q4 24 | $0.16 | $0.74 | ||
| Q3 24 | $0.48 | $-0.54 | ||
| Q2 24 | $0.41 | $0.02 |
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 | $326.6M |
| 总债务越低越好 | $14.6B | $507.5M |
| 股东权益账面价值 | $13.4B | $28.8B |
| 总资产 | $36.2B | $41.7B |
| 负债/权益比越低杠杆越低 | 1.09× | 0.02× |
8季度趋势,按日历期对齐
现金及短期投资
APH
EQT
| Q1 26 | — | $326.6M | ||
| Q4 25 | $11.4B | $110.8M | ||
| Q3 25 | $3.9B | $235.7M | ||
| Q2 25 | $3.2B | $555.5M | ||
| Q1 25 | $1.7B | $281.8M | ||
| Q4 24 | $3.3B | $202.1M | ||
| Q3 24 | $1.6B | $89.0M | ||
| Q2 24 | $1.3B | $30.0M |
总债务
APH
EQT
| Q1 26 | — | $507.5M | ||
| Q4 25 | $14.6B | $7.8B | ||
| Q3 25 | $7.1B | $8.2B | ||
| Q2 25 | $7.1B | $8.3B | ||
| Q1 25 | $6.8B | $8.4B | ||
| Q4 24 | $6.5B | $9.3B | ||
| Q3 24 | $5.1B | $13.8B | ||
| Q2 24 | $5.0B | $5.0B |
股东权益
APH
EQT
| Q1 26 | — | $28.8B | ||
| Q4 25 | $13.4B | $23.8B | ||
| Q3 25 | $12.5B | $23.2B | ||
| Q2 25 | $11.5B | $21.4B | ||
| Q1 25 | $10.3B | $20.7B | ||
| Q4 24 | $9.8B | $20.6B | ||
| Q3 24 | $9.5B | $20.3B | ||
| Q2 24 | $9.0B | $15.1B |
总资产
APH
EQT
| Q1 26 | — | $41.7B | ||
| Q4 25 | $36.2B | $41.8B | ||
| Q3 25 | $27.1B | $41.2B | ||
| Q2 25 | $25.7B | $39.7B | ||
| Q1 25 | $22.9B | $39.7B | ||
| Q4 24 | $21.4B | $39.8B | ||
| Q3 24 | $19.6B | $39.9B | ||
| Q2 24 | $18.6B | $24.7B |
负债/权益比
APH
EQT
| Q1 26 | — | 0.02× | ||
| Q4 25 | 1.09× | 0.33× | ||
| Q3 25 | 0.57× | 0.35× | ||
| Q2 25 | 0.62× | 0.39× | ||
| Q1 25 | 0.66× | 0.41× | ||
| Q4 24 | 0.66× | 0.45× | ||
| Q3 24 | 0.54× | 0.68× | ||
| Q2 24 | 0.56× | 0.33× |
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 | $3.1B |
| 自由现金流经营现金流 - 资本支出 | $1.5B | $1.9B |
| 自由现金流率自由现金流/营收 | 22.8% | 57.6% |
| 资本支出强度资本支出/营收 | 3.9% | 18.0% |
| 现金转化率经营现金流/净利润 | 1.44× | 2.05× |
| 过去12个月自由现金流最近4个季度 | $4.4B | $3.5B |
8季度趋势,按日历期对齐
经营现金流
APH
EQT
| Q1 26 | — | $3.1B | ||
| Q4 25 | $1.7B | $1.1B | ||
| Q3 25 | $1.5B | $1.0B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $764.9M | $1.7B | ||
| Q4 24 | $847.1M | $756.3M | ||
| Q3 24 | $704.0M | $593.0M | ||
| Q2 24 | $664.1M | $322.0M |
自由现金流
APH
EQT
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.5B | $512.7M | ||
| Q3 25 | $1.2B | $391.3M | ||
| Q2 25 | $1.1B | $692.1M | ||
| Q1 25 | $576.3M | $1.2B | ||
| Q4 24 | $647.3M | $164.7M | ||
| Q3 24 | $474.0M | $23.5M | ||
| Q2 24 | $522.8M | $-236.1M |
自由现金流率
APH
EQT
| Q1 26 | — | 57.6% | ||
| Q4 25 | 22.8% | 21.5% | ||
| Q3 25 | 19.6% | 20.0% | ||
| Q2 25 | 19.8% | 27.1% | ||
| Q1 25 | 12.0% | 71.4% | ||
| Q4 24 | 15.0% | 10.1% | ||
| Q3 24 | 11.7% | 1.8% | ||
| Q2 24 | 14.5% | -26.5% |
资本支出强度
APH
EQT
| Q1 26 | — | 18.0% | ||
| Q4 25 | 3.9% | 25.7% | ||
| Q3 25 | 4.2% | 32.0% | ||
| Q2 25 | 5.3% | 21.5% | ||
| Q1 25 | 3.9% | 28.7% | ||
| Q4 24 | 4.6% | 36.4% | ||
| Q3 24 | 5.7% | 44.4% | ||
| Q2 24 | 3.9% | 62.7% |
现金转化率
APH
EQT
| Q1 26 | — | 2.05× | ||
| Q4 25 | 1.44× | 1.66× | ||
| Q3 25 | 1.18× | 3.03× | ||
| Q2 25 | 1.30× | 1.58× | ||
| Q1 25 | 1.04× | 7.19× | ||
| Q4 24 | 1.14× | 1.81× | ||
| Q3 24 | 1.16× | — | ||
| Q2 24 | 1.27× | 33.84× |
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% |
EQT
暂无分部数据