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安费诺（APH）与Genuine Parts Company（GPC）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Genuine Parts Company的1.2倍（$7.6B vs $6.3B），安费诺净利率更高（12.4% vs 3.0%，领先9.4%），安费诺同比增速更快（58.4% vs 6.8%），过去两年安费诺的营收复合增速更高（45.3% vs 2.5%）
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。
Genuine Parts Company（简称GPC）是总部位于美国佐治亚州亚特兰大的汽车及工业零部件分销商，1928年由卡莱尔与马尔科姆·弗雷泽兄弟创立，现有约6万名员工，业务覆盖美国、澳大拉西亚、欧洲、墨西哥等十余个国家和地区。
APH vs GPC — 直观对比
营收规模更大
APH
是对方的1.2倍
$6.3B
营收增速更快
APH
高出51.6%
6.8%
净利率更高
APH
高出9.4%
3.0%
两年增速更快
APH
近两年复合增速
2.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $7.6B | $6.3B |
| 净利润 | $943.3M | $188.5M |
| 毛利率 | 36.7% | 37.3% |
| 营业利润率 | 24.0% | 67.2% |
| 净利率 | 12.4% | 3.0% |
| 营收同比 | 58.4% | 6.8% |
| 净利润同比 | 26.8% | -3.0% |
| 每股收益（稀释后） | $0.72 | $1.37 |
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APHGPC
| Q1 26 | $7.6B | $6.3B | ||
| Q4 25 | $6.4B | $6.0B | ||
| Q3 25 | $6.2B | $6.3B | ||
| Q2 25 | $5.7B | $6.2B | ||
| Q1 25 | $4.8B | $5.9B | ||
| Q4 24 | $4.3B | $5.8B | ||
| Q3 24 | $4.0B | $6.0B | ||
| Q2 24 | $3.6B | $6.0B |
净利润APHGPC
| Q1 26 | $943.3M | $188.5M | ||
| Q4 25 | $1.2B | $-609.5M | ||
| Q3 25 | $1.2B | $226.2M | ||
| Q2 25 | $1.1B | $254.9M | ||
| Q1 25 | $737.8M | $194.4M | ||
| Q4 24 | $746.1M | $133.1M | ||
| Q3 24 | $604.4M | $226.6M | ||
| Q2 24 | $524.8M | $295.5M |
毛利率APHGPC
| Q1 26 | 36.7% | 37.3% | ||
| Q4 25 | 38.2% | 35.0% | ||
| Q3 25 | 38.1% | 37.4% | ||
| Q2 25 | 36.3% | 37.7% | ||
| Q1 25 | 34.2% | 37.1% | ||
| Q4 24 | 34.3% | 35.9% | ||
| Q3 24 | 33.6% | 36.8% | ||
| Q2 24 | 33.6% | 36.6% |
营业利润率APHGPC
| Q1 26 | 24.0% | 67.2% | ||
| Q4 25 | 26.8% | -13.8% | ||
| Q3 25 | 27.5% | 4.7% | ||
| Q2 25 | 25.1% | 5.5% | ||
| Q1 25 | 21.3% | 4.3% | ||
| Q4 24 | 22.1% | 2.9% | ||
| Q3 24 | 20.3% | 5.0% | ||
| Q2 24 | 19.4% | 6.5% |
净利率APHGPC
| Q1 26 | 12.4% | 3.0% | ||
| Q4 25 | 18.6% | -10.1% | ||
| Q3 25 | 20.1% | 3.6% | ||
| Q2 25 | 19.3% | 4.1% | ||
| Q1 25 | 15.3% | 3.3% | ||
| Q4 24 | 17.3% | 2.3% | ||
| Q3 24 | 15.0% | 3.8% | ||
| Q2 24 | 14.5% | 5.0% |
每股收益（稀释后）APHGPC
| Q1 26 | $0.72 | $1.37 | ||
| Q4 25 | $0.93 | $-4.38 | ||
| Q3 25 | $0.97 | $1.62 | ||
| Q2 25 | $0.86 | $1.83 | ||
| Q1 25 | $0.58 | $1.40 | ||
| Q4 24 | $0.16 | $0.96 | ||
| Q3 24 | $0.48 | $1.62 | ||
| Q2 24 | $0.41 | $2.11 |
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 | $500.0M |
| 总债务越低越好 | $18.7B | $4.6B |
| 股东权益账面价值 | $14.1B | $4.5B |
| 总资产 | $42.1B | $21.0B |
| 负债/权益比越低杠杆越低 | 1.33× | 1.03× |
8季度趋势，按日历期对齐
现金及短期投资APHGPC
| Q1 26 | $4.6B | $500.0M | ||
| Q4 25 | $11.4B | — | ||
| Q3 25 | $3.9B | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.3B | — |
总债务APHGPC
| Q1 26 | $18.7B | $4.6B | ||
| Q4 25 | $14.6B | $4.8B | ||
| Q3 25 | $7.1B | — | ||
| Q2 25 | $7.1B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | $6.5B | $4.3B | ||
| Q3 24 | $5.1B | — | ||
| Q2 24 | $5.0B | — |
股东权益APHGPC
| Q1 26 | $14.1B | $4.5B | ||
| Q4 25 | $13.4B | $4.4B | ||
| Q3 25 | $12.5B | $4.8B | ||
| Q2 25 | $11.5B | $4.7B | ||
| Q1 25 | $10.3B | $4.4B | ||
| Q4 24 | $9.8B | $4.3B | ||
| Q3 24 | $9.5B | $4.7B | ||
| Q2 24 | $9.0B | $4.5B |
总资产APHGPC
| Q1 26 | $42.1B | $21.0B | ||
| Q4 25 | $36.2B | $20.8B | ||
| Q3 25 | $27.1B | $20.7B | ||
| Q2 25 | $25.7B | $20.4B | ||
| Q1 25 | $22.9B | $19.8B | ||
| Q4 24 | $21.4B | $19.3B | ||
| Q3 24 | $19.6B | $20.3B | ||
| Q2 24 | $18.6B | $18.9B |
负债/权益比APHGPC
| Q1 26 | 1.33× | 1.03× | ||
| Q4 25 | 1.09× | 1.08× | ||
| Q3 25 | 0.57× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.66× | 0.99× | ||
| 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 | — |
| 自由现金流经营现金流 - 资本支出 | — | $-33.6M |
| 自由现金流率自由现金流/营收 | — | -0.5% |
| 资本支出强度资本支出/营收 | 3.8% | — |
| 现金转化率经营现金流/净利润 | 1.19× | — |
| 过去12个月自由现金流最近4个季度 | — | $548.0M |
8季度趋势，按日历期对齐
经营现金流APHGPC
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.7B | $380.1M | ||
| Q3 25 | $1.5B | $341.6M | ||
| Q2 25 | $1.4B | $209.9M | ||
| Q1 25 | $764.9M | $-40.8M | ||
| Q4 24 | $847.1M | $155.0M | ||
| Q3 24 | $704.0M | $484.3M | ||
| Q2 24 | $664.1M | $293.6M |
自由现金流APHGPC
| Q1 26 | — | $-33.6M | ||
| Q4 25 | $1.5B | $260.7M | ||
| Q3 25 | $1.2B | $240.0M | ||
| Q2 25 | $1.1B | $81.0M | ||
| Q1 25 | $576.3M | $-160.7M | ||
| Q4 24 | $647.3M | $-26.7M | ||
| Q3 24 | $474.0M | $358.0M | ||
| Q2 24 | $522.8M | $150.1M |
自由现金流率APHGPC
| Q1 26 | — | -0.5% | ||
| Q4 25 | 22.8% | 4.3% | ||
| Q3 25 | 19.6% | 3.8% | ||
| Q2 25 | 19.8% | 1.3% | ||
| Q1 25 | 12.0% | -2.7% | ||
| Q4 24 | 15.0% | -0.5% | ||
| Q3 24 | 11.7% | 6.0% | ||
| Q2 24 | 14.5% | 2.5% |
资本支出强度APHGPC
| Q1 26 | 3.8% | — | ||
| Q4 25 | 3.9% | 2.0% | ||
| Q3 25 | 4.2% | 1.6% | ||
| Q2 25 | 5.3% | 2.1% | ||
| Q1 25 | 3.9% | 2.0% | ||
| Q4 24 | 4.6% | 3.1% | ||
| Q3 24 | 5.7% | 2.1% | ||
| Q2 24 | 3.9% | 2.4% |
现金转化率APHGPC
| Q1 26 | 1.19× | — | ||
| Q4 25 | 1.44× | — | ||
| Q3 25 | 1.18× | 1.51× | ||
| Q2 25 | 1.30× | 0.82× | ||
| Q1 25 | 1.04× | -0.21× | ||
| Q4 24 | 1.14× | 1.17× | ||
| Q3 24 | 1.16× | 2.14× | ||
| Q2 24 | 1.27× | 0.99× |
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% |
GPC
暂无分部数据
