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安费诺（APH）与辉瑞（PFE）财务数据对比。点击上方公司名可切换其他公司
辉瑞的季度营收约是安费诺的1.9倍（$14.5B vs $7.6B），辉瑞净利率更高（18.6% vs 12.4%，领先6.2%），安费诺同比增速更快（58.4% vs 5.0%），过去两年安费诺的营收复合增速更高（45.3% vs 4.3%）
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。
辉瑞是总部位于美国纽约曼哈顿The Spiral的跨国制药及生物技术企业，由德国企业家查尔斯·辉瑞与查尔斯·F·埃尔哈特于1849年在纽约创立，是北美地区历史最悠久的制药企业之一，在全球医药健康领域拥有较高的行业影响力。
APH vs PFE — 直观对比
营收规模更大
PFE
是对方的1.9倍
$7.6B
营收增速更快
APH
高出53.4%
5.0%
净利率更高
PFE
高出6.2%
12.4%
两年增速更快
APH
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $7.6B | $14.5B |
| 净利润 | $943.3M | $2.7B |
| 毛利率 | 36.7% | — |
| 营业利润率 | 24.0% | — |
| 净利率 | 12.4% | 18.6% |
| 营收同比 | 58.4% | 5.0% |
| 净利润同比 | 26.8% | — |
| 每股收益（稀释后） | $0.72 | $0.47 |
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APHPFE
| Q1 26 | $7.6B | $14.5B | ||
| Q4 25 | $6.4B | $17.6B | ||
| Q3 25 | $6.2B | $16.7B | ||
| Q2 25 | $5.7B | $14.7B | ||
| Q1 25 | $4.8B | $13.7B | ||
| Q4 24 | $4.3B | $17.8B | ||
| Q3 24 | $4.0B | $17.7B | ||
| Q2 24 | $3.6B | $13.3B |
净利润APHPFE
| Q1 26 | $943.3M | $2.7B | ||
| Q4 25 | $1.2B | $-1.6B | ||
| Q3 25 | $1.2B | $3.5B | ||
| Q2 25 | $1.1B | $2.9B | ||
| Q1 25 | $737.8M | $3.0B | ||
| Q4 24 | $746.1M | $410.0M | ||
| Q3 24 | $604.4M | $4.5B | ||
| Q2 24 | $524.8M | $41.0M |
毛利率APHPFE
| Q1 26 | 36.7% | — | ||
| Q4 25 | 38.2% | 70.0% | ||
| Q3 25 | 38.1% | 74.9% | ||
| Q2 25 | 36.3% | 74.2% | ||
| Q1 25 | 34.2% | 79.3% | ||
| Q4 24 | 34.3% | 66.7% | ||
| Q3 24 | 33.6% | 70.3% | ||
| Q2 24 | 33.6% | 75.2% |
营业利润率APHPFE
| Q1 26 | 24.0% | — | ||
| Q4 25 | 26.8% | -9.4% | ||
| Q3 25 | 27.5% | 20.0% | ||
| Q2 25 | 25.1% | 20.8% | ||
| Q1 25 | 21.3% | 20.3% | ||
| Q4 24 | 22.1% | -0.1% | ||
| Q3 24 | 20.3% | 26.6% | ||
| Q2 24 | 19.4% | -0.8% |
净利率APHPFE
| Q1 26 | 12.4% | 18.6% | ||
| Q4 25 | 18.6% | -9.4% | ||
| Q3 25 | 20.1% | 21.3% | ||
| Q2 25 | 19.3% | 19.9% | ||
| Q1 25 | 15.3% | 21.6% | ||
| Q4 24 | 17.3% | 2.3% | ||
| Q3 24 | 15.0% | 25.2% | ||
| Q2 24 | 14.5% | 0.3% |
每股收益（稀释后）APHPFE
| Q1 26 | $0.72 | $0.47 | ||
| Q4 25 | $0.93 | $-0.29 | ||
| Q3 25 | $0.97 | $0.62 | ||
| Q2 25 | $0.86 | $0.51 | ||
| Q1 25 | $0.58 | $0.52 | ||
| Q4 24 | $0.16 | $0.07 | ||
| Q3 24 | $0.48 | $0.78 | ||
| Q2 24 | $0.41 | $0.01 |
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 | — |
| 总债务越低越好 | $18.7B | — |
| 股东权益账面价值 | $14.1B | — |
| 总资产 | $42.1B | — |
| 负债/权益比越低杠杆越低 | 1.33× | — |
8季度趋势，按日历期对齐
现金及短期投资APHPFE
| Q1 26 | $4.6B | — | ||
| Q4 25 | $11.4B | $1.1B | ||
| Q3 25 | $3.9B | $1.3B | ||
| Q2 25 | $3.2B | $1.6B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $3.3B | $1.0B | ||
| Q3 24 | $1.6B | $1.1B | ||
| Q2 24 | $1.3B | $1.1B |
总债务APHPFE
| Q1 26 | $18.7B | — | ||
| Q4 25 | $14.6B | — | ||
| Q3 25 | $7.1B | — | ||
| Q2 25 | $7.1B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | $6.5B | — | ||
| Q3 24 | $5.1B | — | ||
| Q2 24 | $5.0B | — |
股东权益APHPFE
| Q1 26 | $14.1B | — | ||
| Q4 25 | $13.4B | $86.5B | ||
| Q3 25 | $12.5B | $92.8B | ||
| Q2 25 | $11.5B | $88.7B | ||
| Q1 25 | $10.3B | $90.3B | ||
| Q4 24 | $9.8B | $88.2B | ||
| Q3 24 | $9.5B | $92.3B | ||
| Q2 24 | $9.0B | $87.7B |
总资产APHPFE
| Q1 26 | $42.1B | — | ||
| Q4 25 | $36.2B | $208.2B | ||
| Q3 25 | $27.1B | $208.7B | ||
| Q2 25 | $25.7B | $206.1B | ||
| Q1 25 | $22.9B | $208.0B | ||
| Q4 24 | $21.4B | $213.4B | ||
| Q3 24 | $19.6B | $219.5B | ||
| Q2 24 | $18.6B | $216.2B |
负债/权益比APHPFE
| Q1 26 | 1.33× | — | ||
| Q4 25 | 1.09× | — | ||
| Q3 25 | 0.57× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.66× | — | ||
| 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 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流APHPFE
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.7B | $5.3B | ||
| Q3 25 | $1.5B | $4.6B | ||
| Q2 25 | $1.4B | $-582.0M | ||
| Q1 25 | $764.9M | $2.3B | ||
| Q4 24 | $847.1M | $6.7B | ||
| Q3 24 | $704.0M | $6.7B | ||
| Q2 24 | $664.1M | $-1.8B |
自由现金流APHPFE
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $4.5B | ||
| Q3 25 | $1.2B | $4.0B | ||
| Q2 25 | $1.1B | $-1.2B | ||
| Q1 25 | $576.3M | $1.8B | ||
| Q4 24 | $647.3M | $5.8B | ||
| Q3 24 | $474.0M | $6.1B | ||
| Q2 24 | $522.8M | $-2.4B |
自由现金流率APHPFE
| Q1 26 | — | — | ||
| Q4 25 | 22.8% | 25.6% | ||
| Q3 25 | 19.6% | 24.0% | ||
| Q2 25 | 19.8% | -8.2% | ||
| Q1 25 | 12.0% | 12.9% | ||
| Q4 24 | 15.0% | 32.7% | ||
| Q3 24 | 11.7% | 34.3% | ||
| Q2 24 | 14.5% | -18.2% |
资本支出强度APHPFE
| Q1 26 | 3.8% | — | ||
| Q4 25 | 3.9% | 4.8% | ||
| Q3 25 | 4.2% | 3.6% | ||
| Q2 25 | 5.3% | 4.2% | ||
| Q1 25 | 3.9% | 4.1% | ||
| Q4 24 | 4.6% | 5.2% | ||
| Q3 24 | 5.7% | 3.7% | ||
| Q2 24 | 3.9% | 4.8% |
现金转化率APHPFE
| Q1 26 | 1.19× | — | ||
| Q4 25 | 1.44× | — | ||
| Q3 25 | 1.18× | 1.30× | ||
| Q2 25 | 1.30× | -0.20× | ||
| Q1 25 | 1.04× | 0.79× | ||
| Q4 24 | 1.14× | 16.39× | ||
| Q3 24 | 1.16× | 1.50× | ||
| Q2 24 | 1.27× | -43.44× |
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% |
PFE
| Product revenues | $11.7B | 81% |
| Alliance revenues | $2.3B | 16% |
| Royalty revenues | $396.0M | 3% |
