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安费诺（APH）与力特（LFUS）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力特的10.8倍（$6.4B vs $593.9M）。安费诺净利率更高（18.6% vs -40.8%，领先59.3%）。安费诺同比增速更快（49.1% vs 12.2%）。安费诺自由现金流更多（$1.5B vs $119.7M）。过去两年安费诺的营收复合增速更高（40.6% vs 5.3%）
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。
力特是全球领先的电路保护、传感及控制组件制造商，主营保险丝、半导体保护器件、功率开关、传感器、断路器等产品，服务汽车、工业电子、消费电子、通信及可再生能源等领域，为全球客户提供提升设备安全可靠性的解决方案。
APH vs LFUS — 直观对比
营收规模更大
APH
是对方的10.8倍
$593.9M
营收增速更快
APH
高出37.0%
12.2%
净利率更高
APH
高出59.3%
-40.8%
自由现金流更多
APH
多$1.3B
$119.7M
两年增速更快
APH
近两年复合增速
5.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $6.4B | $593.9M |
| 净利润 | $1.2B | $-242.1M |
| 毛利率 | 38.2% | 38.0% |
| 营业利润率 | 26.8% | -37.5% |
| 净利率 | 18.6% | -40.8% |
| 营收同比 | 49.1% | 12.2% |
| 净利润同比 | 60.2% | -367.6% |
| 每股收益（稀释后） | $0.93 | $-9.71 |
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APHLFUS
| Q4 25 | $6.4B | $593.9M | ||
| Q3 25 | $6.2B | $624.6M | ||
| Q2 25 | $5.7B | $613.4M | ||
| Q1 25 | $4.8B | $554.3M | ||
| Q4 24 | $4.3B | $529.5M | ||
| Q3 24 | $4.0B | $567.4M | ||
| Q2 24 | $3.6B | $558.5M | ||
| Q1 24 | $3.3B | $535.4M |
净利润APHLFUS
| Q4 25 | $1.2B | $-242.1M | ||
| Q3 25 | $1.2B | $69.5M | ||
| Q2 25 | $1.1B | $57.3M | ||
| Q1 25 | $737.8M | $43.6M | ||
| Q4 24 | $746.1M | $-51.8M | ||
| Q3 24 | $604.4M | $58.1M | ||
| Q2 24 | $524.8M | $45.5M | ||
| Q1 24 | $548.7M | $48.5M |
毛利率APHLFUS
| Q4 25 | 38.2% | 38.0% | ||
| Q3 25 | 38.1% | 38.6% | ||
| Q2 25 | 36.3% | 37.8% | ||
| Q1 25 | 34.2% | 37.4% | ||
| Q4 24 | 34.3% | 33.4% | ||
| Q3 24 | 33.6% | 38.1% | ||
| Q2 24 | 33.6% | 37.1% | ||
| Q1 24 | 33.4% | 35.1% |
营业利润率APHLFUS
| Q4 25 | 26.8% | -37.5% | ||
| Q3 25 | 27.5% | 15.6% | ||
| Q2 25 | 25.1% | 15.1% | ||
| Q1 25 | 21.3% | 12.7% | ||
| Q4 24 | 22.1% | -9.3% | ||
| Q3 24 | 20.3% | 15.5% | ||
| Q2 24 | 19.4% | 11.7% | ||
| Q1 24 | 21.0% | 10.3% |
净利率APHLFUS
| Q4 25 | 18.6% | -40.8% | ||
| Q3 25 | 20.1% | 11.1% | ||
| Q2 25 | 19.3% | 9.3% | ||
| Q1 25 | 15.3% | 7.9% | ||
| Q4 24 | 17.3% | -9.8% | ||
| Q3 24 | 15.0% | 10.2% | ||
| Q2 24 | 14.5% | 8.1% | ||
| Q1 24 | 16.9% | 9.0% |
每股收益（稀释后）APHLFUS
| Q4 25 | $0.93 | $-9.71 | ||
| Q3 25 | $0.97 | $2.77 | ||
| Q2 25 | $0.86 | $2.30 | ||
| Q1 25 | $0.58 | $1.75 | ||
| Q4 24 | $0.16 | $-2.07 | ||
| Q3 24 | $0.48 | $2.32 | ||
| Q2 24 | $0.41 | $1.82 | ||
| Q1 24 | $0.87 | $1.93 |
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 | $563.7M |
| 总债务越低越好 | $14.6B | $802.6M |
| 股东权益账面价值 | $13.4B | $2.4B |
| 总资产 | $36.2B | $4.0B |
| 负债/权益比越低杠杆越低 | 1.09× | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资APHLFUS
| Q4 25 | $11.4B | $563.7M | ||
| Q3 25 | $3.9B | $815.0M | ||
| Q2 25 | $3.2B | $685.5M | ||
| Q1 25 | $1.7B | $619.7M | ||
| Q4 24 | $3.3B | $725.9M | ||
| Q3 24 | $1.6B | $630.7M | ||
| Q2 24 | $1.3B | $562.7M | ||
| Q1 24 | $2.0B | $562.4M |
总债务APHLFUS
| Q4 25 | $14.6B | $802.6M | ||
| Q3 25 | $7.1B | $805.8M | ||
| Q2 25 | $7.1B | $810.2M | ||
| Q1 25 | $6.8B | $805.7M | ||
| Q4 24 | $6.5B | $856.1M | ||
| Q3 24 | $5.1B | $867.7M | ||
| Q2 24 | $5.0B | $863.5M | ||
| Q1 24 | $3.6B | $866.7M |
股东权益APHLFUS
| Q4 25 | $13.4B | $2.4B | ||
| Q3 25 | $12.5B | $2.7B | ||
| Q2 25 | $11.5B | $2.6B | ||
| Q1 25 | $10.3B | $2.5B | ||
| Q4 24 | $9.8B | $2.4B | ||
| Q3 24 | $9.5B | $2.6B | ||
| Q2 24 | $9.0B | $2.5B | ||
| Q1 24 | $8.7B | $2.5B |
总资产APHLFUS
| Q4 25 | $36.2B | $4.0B | ||
| Q3 25 | $27.1B | $4.2B | ||
| Q2 25 | $25.7B | $4.1B | ||
| Q1 25 | $22.9B | $3.9B | ||
| Q4 24 | $21.4B | $3.9B | ||
| Q3 24 | $19.6B | $4.1B | ||
| Q2 24 | $18.6B | $3.9B | ||
| Q1 24 | $16.7B | $3.9B |
负债/权益比APHLFUS
| Q4 25 | 1.09× | 0.33× | ||
| Q3 25 | 0.57× | 0.30× | ||
| Q2 25 | 0.62× | 0.31× | ||
| Q1 25 | 0.66× | 0.33× | ||
| Q4 24 | 0.66× | 0.35× | ||
| Q3 24 | 0.54× | 0.34× | ||
| Q2 24 | 0.56× | 0.35× | ||
| Q1 24 | 0.41× | 0.35× |
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 | $138.7M |
| 自由现金流经营现金流 - 资本支出 | $1.5B | $119.7M |
| 自由现金流率自由现金流/营收 | 22.8% | 20.2% |
| 资本支出强度资本支出/营收 | 3.9% | 3.2% |
| 现金转化率经营现金流/净利润 | 1.44× | — |
| 过去12个月自由现金流最近4个季度 | $4.4B | $366.1M |
8季度趋势，按日历期对齐
经营现金流APHLFUS
| Q4 25 | $1.7B | $138.7M | ||
| Q3 25 | $1.5B | $146.9M | ||
| Q2 25 | $1.4B | $82.5M | ||
| Q1 25 | $764.9M | $65.8M | ||
| Q4 24 | $847.1M | $160.6M | ||
| Q3 24 | $704.0M | $80.4M | ||
| Q2 24 | $664.1M | $69.4M | ||
| Q1 24 | $599.5M | $57.1M |
自由现金流APHLFUS
| Q4 25 | $1.5B | $119.7M | ||
| Q3 25 | $1.2B | $131.2M | ||
| Q2 25 | $1.1B | $72.6M | ||
| Q1 25 | $576.3M | $42.7M | ||
| Q4 24 | $647.3M | $134.8M | ||
| Q3 24 | $474.0M | $65.0M | ||
| Q2 24 | $522.8M | $50.3M | ||
| Q1 24 | $505.2M | $41.6M |
自由现金流率APHLFUS
| Q4 25 | 22.8% | 20.2% | ||
| Q3 25 | 19.6% | 21.0% | ||
| Q2 25 | 19.8% | 11.8% | ||
| Q1 25 | 12.0% | 7.7% | ||
| Q4 24 | 15.0% | 25.5% | ||
| Q3 24 | 11.7% | 11.5% | ||
| Q2 24 | 14.5% | 9.0% | ||
| Q1 24 | 15.5% | 7.8% |
资本支出强度APHLFUS
| Q4 25 | 3.9% | 3.2% | ||
| Q3 25 | 4.2% | 2.5% | ||
| Q2 25 | 5.3% | 1.6% | ||
| Q1 25 | 3.9% | 4.2% | ||
| Q4 24 | 4.6% | 4.9% | ||
| Q3 24 | 5.7% | 2.7% | ||
| Q2 24 | 3.9% | 3.4% | ||
| Q1 24 | 2.9% | 2.9% |
现金转化率APHLFUS
| Q4 25 | 1.44× | — | ||
| Q3 25 | 1.18× | 2.11× | ||
| Q2 25 | 1.30× | 1.44× | ||
| Q1 25 | 1.04× | 1.51× | ||
| Q4 24 | 1.14× | — | ||
| Q3 24 | 1.16× | 1.39× | ||
| Q2 24 | 1.27× | 1.53× | ||
| Q1 24 | 1.09× | 1.18× |
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% |
LFUS
| Electronics Passive Products And Sensors | $174.9M | 29% |
| Electronics Semiconductor | $170.3M | 29% |
| Industrial Products | $85.0M | 14% |
| Commercial Vehicle Products | $76.2M | 13% |
| Passenger Car Products | $72.8M | 12% |
| Automotive Sensors | $14.7M | 2% |
| Dortmund Fab | $12.5M | 2% |
