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安费诺（APH）与迈梭电子（MEI）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迈梭电子的26.1倍（$6.4B vs $246.9M）。安费诺净利率更高（18.6% vs -4.0%，领先22.6%）。安费诺同比增速更快（49.1% vs -15.6%）。安费诺自由现金流更多（$1.5B vs $-11.6M）。过去两年安费诺的营收复合增速更高（40.6% 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。
迈梭电子是一家总部位于美国伊利诺伊州芝加哥的跨国企业，主要业务涵盖工程研发、生产制造与销售服务，目前在全球14个国家设有超过35个运营网点，全球员工总数约6500人。
APH vs MEI — 直观对比
营收规模更大
APH
是对方的26.1倍
$246.9M
营收增速更快
APH
高出64.7%
-15.6%
净利率更高
APH
高出22.6%
-4.0%
自由现金流更多
APH
多$1.5B
$-11.6M
两年增速更快
APH
近两年复合增速
-2.5%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $6.4B | $246.9M |
| 净利润 | $1.2B | $-9.9M |
| 毛利率 | 38.2% | 19.3% |
| 营业利润率 | 26.8% | 1.2% |
| 净利率 | 18.6% | -4.0% |
| 营收同比 | 49.1% | -15.6% |
| 净利润同比 | 60.2% | -518.8% |
| 每股收益（稀释后） | $0.93 | $-0.28 |
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APHMEI
| Q4 25 | $6.4B | $246.9M | ||
| Q3 25 | $6.2B | $240.5M | ||
| Q2 25 | $5.7B | $257.1M | ||
| Q1 25 | $4.8B | $239.9M | ||
| Q4 24 | $4.3B | $292.6M | ||
| Q3 24 | $4.0B | $258.5M | ||
| Q2 24 | $3.6B | $277.3M | ||
| Q1 24 | $3.3B | $259.5M |
净利润APHMEI
| Q4 25 | $1.2B | $-9.9M | ||
| Q3 25 | $1.2B | $-10.3M | ||
| Q2 25 | $1.1B | $-28.3M | ||
| Q1 25 | $737.8M | $-14.4M | ||
| Q4 24 | $746.1M | $-1.6M | ||
| Q3 24 | $604.4M | $-18.3M | ||
| Q2 24 | $524.8M | $-57.3M | ||
| Q1 24 | $548.7M | $-11.6M |
毛利率APHMEI
| Q4 25 | 38.2% | 19.3% | ||
| Q3 25 | 38.1% | 18.1% | ||
| Q2 25 | 36.3% | 7.6% | ||
| Q1 25 | 34.2% | 17.2% | ||
| Q4 24 | 34.3% | 19.8% | ||
| Q3 24 | 33.6% | 17.3% | ||
| Q2 24 | 33.6% | 12.8% | ||
| Q1 24 | 33.4% | 14.3% |
营业利润率APHMEI
| Q4 25 | 26.8% | 1.2% | ||
| Q3 25 | 27.5% | 0.5% | ||
| Q2 25 | 25.1% | -9.2% | ||
| Q1 25 | 21.3% | -0.9% | ||
| Q4 24 | 22.1% | 3.2% | ||
| Q3 24 | 20.3% | -2.9% | ||
| Q2 24 | 19.4% | -22.2% | ||
| Q1 24 | 21.0% | -1.2% |
净利率APHMEI
| Q4 25 | 18.6% | -4.0% | ||
| Q3 25 | 20.1% | -4.3% | ||
| Q2 25 | 19.3% | -11.0% | ||
| Q1 25 | 15.3% | -6.0% | ||
| Q4 24 | 17.3% | -0.5% | ||
| Q3 24 | 15.0% | -7.1% | ||
| Q2 24 | 14.5% | -20.7% | ||
| Q1 24 | 16.9% | -4.5% |
每股收益（稀释后）APHMEI
| Q4 25 | $0.93 | $-0.28 | ||
| Q3 25 | $0.97 | $-0.29 | ||
| Q2 25 | $0.86 | $-0.79 | ||
| Q1 25 | $0.58 | $-0.41 | ||
| Q4 24 | $0.16 | $-0.05 | ||
| Q3 24 | $0.48 | $-0.52 | ||
| Q2 24 | $0.41 | $-1.62 | ||
| Q1 24 | $0.87 | $-0.33 |
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 | $118.5M |
| 总债务越低越好 | $14.6B | $332.5M |
| 股东权益账面价值 | $13.4B | $679.3M |
| 总资产 | $36.2B | $1.3B |
| 负债/权益比越低杠杆越低 | 1.09× | 0.49× |
8季度趋势，按日历期对齐
现金及短期投资APHMEI
| Q4 25 | $11.4B | $118.5M | ||
| Q3 25 | $3.9B | $121.1M | ||
| Q2 25 | $3.2B | $103.6M | ||
| Q1 25 | $1.7B | $103.8M | ||
| Q4 24 | $3.3B | $97.0M | ||
| Q3 24 | $1.6B | $111.3M | ||
| Q2 24 | $1.3B | $161.5M | ||
| Q1 24 | $2.0B | $122.9M |
总债务APHMEI
| Q4 25 | $14.6B | $332.5M | ||
| Q3 25 | $7.1B | $323.4M | ||
| Q2 25 | $7.1B | $317.6M | ||
| Q1 25 | $6.8B | $327.9M | ||
| Q4 24 | $6.5B | $340.6M | ||
| Q3 24 | $5.1B | $296.0M | ||
| Q2 24 | $5.0B | $330.9M | ||
| Q1 24 | $3.6B | $331.3M |
股东权益APHMEI
| Q4 25 | $13.4B | $679.3M | ||
| Q3 25 | $12.5B | $688.1M | ||
| Q2 25 | $11.5B | $693.3M | ||
| Q1 25 | $10.3B | $704.3M | ||
| Q4 24 | $9.8B | $738.3M | ||
| Q3 24 | $9.5B | $744.4M | ||
| Q2 24 | $9.0B | $766.0M | ||
| Q1 24 | $8.7B | $835.0M |
总资产APHMEI
| Q4 25 | $36.2B | $1.3B | ||
| Q3 25 | $27.1B | $1.3B | ||
| Q2 25 | $25.7B | $1.3B | ||
| Q1 25 | $22.9B | $1.3B | ||
| Q4 24 | $21.4B | $1.4B | ||
| Q3 24 | $19.6B | $1.4B | ||
| Q2 24 | $18.6B | $1.4B | ||
| Q1 24 | $16.7B | $1.5B |
负债/权益比APHMEI
| Q4 25 | 1.09× | 0.49× | ||
| Q3 25 | 0.57× | 0.47× | ||
| Q2 25 | 0.62× | 0.46× | ||
| Q1 25 | 0.66× | 0.47× | ||
| Q4 24 | 0.66× | 0.46× | ||
| Q3 24 | 0.54× | 0.40× | ||
| Q2 24 | 0.56× | 0.43× | ||
| Q1 24 | 0.41× | 0.40× |
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 | $-7.4M |
| 自由现金流经营现金流 - 资本支出 | $1.5B | $-11.6M |
| 自由现金流率自由现金流/营收 | 22.8% | -4.7% |
| 资本支出强度资本支出/营收 | 3.9% | 1.7% |
| 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 | $52.3M |
8季度趋势，按日历期对齐
经营现金流APHMEI
| Q4 25 | $1.7B | $-7.4M | ||
| Q3 25 | $1.5B | $25.1M | ||
| Q2 25 | $1.4B | $35.4M | ||
| Q1 25 | $764.9M | $28.1M | ||
| Q4 24 | $847.1M | $-48.0M | ||
| Q3 24 | $704.0M | $10.9M | ||
| Q2 24 | $664.1M | $24.9M | ||
| Q1 24 | $599.5M | $28.8M |
自由现金流APHMEI
| Q4 25 | $1.5B | $-11.6M | ||
| Q3 25 | $1.2B | $18.0M | ||
| Q2 25 | $1.1B | $26.3M | ||
| Q1 25 | $576.3M | $19.6M | ||
| Q4 24 | $647.3M | $-58.4M | ||
| Q3 24 | $474.0M | $-2.7M | ||
| Q2 24 | $522.8M | $15.8M | ||
| Q1 24 | $505.2M | $12.2M |
自由现金流率APHMEI
| Q4 25 | 22.8% | -4.7% | ||
| Q3 25 | 19.6% | 7.5% | ||
| Q2 25 | 19.8% | 10.2% | ||
| Q1 25 | 12.0% | 8.2% | ||
| Q4 24 | 15.0% | -20.0% | ||
| Q3 24 | 11.7% | -1.0% | ||
| Q2 24 | 14.5% | 5.7% | ||
| Q1 24 | 15.5% | 4.7% |
资本支出强度APHMEI
| Q4 25 | 3.9% | 1.7% | ||
| Q3 25 | 4.2% | 3.0% | ||
| Q2 25 | 5.3% | 3.5% | ||
| Q1 25 | 3.9% | 3.5% | ||
| Q4 24 | 4.6% | 3.6% | ||
| Q3 24 | 5.7% | 5.3% | ||
| Q2 24 | 3.9% | 3.3% | ||
| Q1 24 | 2.9% | 6.4% |
现金转化率APHMEI
| Q4 25 | 1.44× | — | ||
| Q3 25 | 1.18× | — | ||
| Q2 25 | 1.30× | — | ||
| Q1 25 | 1.04× | — | ||
| Q4 24 | 1.14× | — | ||
| Q3 24 | 1.16× | — | ||
| Q2 24 | 1.27× | — | ||
| Q1 24 | 1.09× | — |
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% |
MEI
暂无分部数据
