vs
安费诺(APH)与富兰克林电气(FELE)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富兰克林电气的12.7倍($6.4B vs $506.9M)。安费诺净利率更高(18.6% vs 7.7%,领先10.8%)。安费诺同比增速更快(49.1% vs 4.3%)。安费诺自由现金流更多($1.5B vs $88.7M)。过去两年安费诺的营收复合增速更高(40.6% vs 4.9%)
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。
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商,主营泵类、电机、驱动器及控制设备,产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡,在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地,为全球客户提供可靠的流体运输与能源管理解决方案。
APH vs FELE — 直观对比
营收规模更大
APH
是对方的12.7倍
$506.9M
营收增速更快
APH
高出44.8%
4.3%
净利率更高
APH
高出10.8%
7.7%
自由现金流更多
APH
多$1.4B
$88.7M
两年增速更快
APH
近两年复合增速
4.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $6.4B | $506.9M |
| 净利润 | $1.2B | $39.3M |
| 毛利率 | 38.2% | 33.8% |
| 营业利润率 | 26.8% | 10.2% |
| 净利率 | 18.6% | 7.7% |
| 营收同比 | 49.1% | 4.3% |
| 净利润同比 | 60.2% | 16.6% |
| 每股收益(稀释后) | $0.93 | $0.87 |
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
FELE
| Q4 25 | $6.4B | $506.9M | ||
| Q3 25 | $6.2B | $581.7M | ||
| Q2 25 | $5.7B | $587.4M | ||
| Q1 25 | $4.8B | $455.2M | ||
| Q4 24 | $4.3B | $485.7M | ||
| Q3 24 | $4.0B | $531.4M | ||
| Q2 24 | $3.6B | $543.3M | ||
| Q1 24 | $3.3B | $460.9M |
净利润
APH
FELE
| Q4 25 | $1.2B | $39.3M | ||
| Q3 25 | $1.2B | $16.7M | ||
| Q2 25 | $1.1B | $60.1M | ||
| Q1 25 | $737.8M | $31.0M | ||
| Q4 24 | $746.1M | $33.7M | ||
| Q3 24 | $604.4M | $54.6M | ||
| Q2 24 | $524.8M | $59.1M | ||
| Q1 24 | $548.7M | $33.0M |
毛利率
APH
FELE
| Q4 25 | 38.2% | 33.8% | ||
| Q3 25 | 38.1% | 35.9% | ||
| Q2 25 | 36.3% | 36.1% | ||
| Q1 25 | 34.2% | 36.0% | ||
| Q4 24 | 34.3% | 33.8% | ||
| Q3 24 | 33.6% | 35.7% | ||
| Q2 24 | 33.6% | 36.8% | ||
| Q1 24 | 33.4% | 35.5% |
营业利润率
APH
FELE
| Q4 25 | 26.8% | 10.2% | ||
| Q3 25 | 27.5% | 14.6% | ||
| Q2 25 | 25.1% | 15.0% | ||
| Q1 25 | 21.3% | 9.7% | ||
| Q4 24 | 22.1% | 8.9% | ||
| Q3 24 | 20.3% | 13.8% | ||
| Q2 24 | 19.4% | 14.6% | ||
| Q1 24 | 21.0% | 10.4% |
净利率
APH
FELE
| Q4 25 | 18.6% | 7.7% | ||
| Q3 25 | 20.1% | 2.9% | ||
| Q2 25 | 19.3% | 10.2% | ||
| Q1 25 | 15.3% | 6.8% | ||
| Q4 24 | 17.3% | 6.9% | ||
| Q3 24 | 15.0% | 10.3% | ||
| Q2 24 | 14.5% | 10.9% | ||
| Q1 24 | 16.9% | 7.2% |
每股收益(稀释后)
APH
FELE
| Q4 25 | $0.93 | $0.87 | ||
| Q3 25 | $0.97 | $0.37 | ||
| Q2 25 | $0.86 | $1.31 | ||
| Q1 25 | $0.58 | $0.67 | ||
| Q4 24 | $0.16 | $0.73 | ||
| Q3 24 | $0.48 | $1.17 | ||
| Q2 24 | $0.41 | $1.26 | ||
| Q1 24 | $0.87 | $0.70 |
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 | $99.7M |
| 总债务越低越好 | $14.6B | $135.2M |
| 股东权益账面价值 | $13.4B | $1.3B |
| 总资产 | $36.2B | $1.9B |
| 负债/权益比越低杠杆越低 | 1.09× | 0.10× |
8季度趋势,按日历期对齐
现金及短期投资
APH
FELE
| Q4 25 | $11.4B | $99.7M | ||
| Q3 25 | $3.9B | $102.9M | ||
| Q2 25 | $3.2B | $104.6M | ||
| Q1 25 | $1.7B | $84.0M | ||
| Q4 24 | $3.3B | $220.5M | ||
| Q3 24 | $1.6B | $106.3M | ||
| Q2 24 | $1.3B | $58.1M | ||
| Q1 24 | $2.0B | $65.3M |
总债务
APH
FELE
| Q4 25 | $14.6B | $135.2M | ||
| Q3 25 | $7.1B | $135.2M | ||
| Q2 25 | $7.1B | $14.5M | ||
| Q1 25 | $6.8B | $14.9M | ||
| Q4 24 | $6.5B | $11.6M | ||
| Q3 24 | $5.1B | $11.6M | ||
| Q2 24 | $5.0B | $87.2M | ||
| Q1 24 | $3.6B | $87.4M |
股东权益
APH
FELE
| Q4 25 | $13.4B | $1.3B | ||
| Q3 25 | $12.5B | $1.3B | ||
| Q2 25 | $11.5B | $1.3B | ||
| Q1 25 | $10.3B | $1.3B | ||
| Q4 24 | $9.8B | $1.3B | ||
| Q3 24 | $9.5B | $1.3B | ||
| Q2 24 | $9.0B | $1.2B | ||
| Q1 24 | $8.7B | $1.2B |
总资产
APH
FELE
| Q4 25 | $36.2B | $1.9B | ||
| Q3 25 | $27.1B | $2.0B | ||
| Q2 25 | $25.7B | $2.0B | ||
| Q1 25 | $22.9B | $1.9B | ||
| Q4 24 | $21.4B | $1.8B | ||
| Q3 24 | $19.6B | $1.8B | ||
| Q2 24 | $18.6B | $1.8B | ||
| Q1 24 | $16.7B | $1.8B |
负债/权益比
APH
FELE
| Q4 25 | 1.09× | 0.10× | ||
| Q3 25 | 0.57× | 0.10× | ||
| Q2 25 | 0.62× | 0.01× | ||
| Q1 25 | 0.66× | 0.01× | ||
| Q4 24 | 0.66× | 0.01× | ||
| Q3 24 | 0.54× | 0.01× | ||
| Q2 24 | 0.56× | 0.07× | ||
| Q1 24 | 0.41× | 0.07× |
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 | $104.2M |
| 自由现金流经营现金流 - 资本支出 | $1.5B | $88.7M |
| 自由现金流率自由现金流/营收 | 22.8% | 17.5% |
| 资本支出强度资本支出/营收 | 3.9% | 3.1% |
| 现金转化率经营现金流/净利润 | 1.44× | 2.65× |
| 过去12个月自由现金流最近4个季度 | $4.4B | $193.5M |
8季度趋势,按日历期对齐
经营现金流
APH
FELE
| Q4 25 | $1.7B | $104.2M | ||
| Q3 25 | $1.5B | $102.7M | ||
| Q2 25 | $1.4B | $51.5M | ||
| Q1 25 | $764.9M | $-19.5M | ||
| Q4 24 | $847.1M | $110.3M | ||
| Q3 24 | $704.0M | $116.1M | ||
| Q2 24 | $664.1M | $36.4M | ||
| Q1 24 | $599.5M | $-1.4M |
自由现金流
APH
FELE
| Q4 25 | $1.5B | $88.7M | ||
| Q3 25 | $1.2B | $91.3M | ||
| Q2 25 | $1.1B | $39.9M | ||
| Q1 25 | $576.3M | $-26.3M | ||
| Q4 24 | $647.3M | $97.5M | ||
| Q3 24 | $474.0M | $106.6M | ||
| Q2 24 | $522.8M | $26.1M | ||
| Q1 24 | $505.2M | $-10.5M |
自由现金流率
APH
FELE
| Q4 25 | 22.8% | 17.5% | ||
| Q3 25 | 19.6% | 15.7% | ||
| Q2 25 | 19.8% | 6.8% | ||
| Q1 25 | 12.0% | -5.8% | ||
| Q4 24 | 15.0% | 20.1% | ||
| Q3 24 | 11.7% | 20.1% | ||
| Q2 24 | 14.5% | 4.8% | ||
| Q1 24 | 15.5% | -2.3% |
资本支出强度
APH
FELE
| Q4 25 | 3.9% | 3.1% | ||
| Q3 25 | 4.2% | 2.0% | ||
| Q2 25 | 5.3% | 2.0% | ||
| Q1 25 | 3.9% | 1.5% | ||
| Q4 24 | 4.6% | 2.6% | ||
| Q3 24 | 5.7% | 1.8% | ||
| Q2 24 | 3.9% | 1.9% | ||
| Q1 24 | 2.9% | 2.0% |
现金转化率
APH
FELE
| Q4 25 | 1.44× | 2.65× | ||
| Q3 25 | 1.18× | 6.14× | ||
| Q2 25 | 1.30× | 0.86× | ||
| Q1 25 | 1.04× | -0.63× | ||
| Q4 24 | 1.14× | 3.28× | ||
| Q3 24 | 1.16× | 2.13× | ||
| Q2 24 | 1.27× | 0.62× | ||
| Q1 24 | 1.09× | -0.04× |
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% |
FELE
暂无分部数据