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安费诺（APH）与帕兰提尔科技（PLTR）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帕兰提尔科技的4.6倍（$6.4B vs $1.4B），帕兰提尔科技净利率更高（43.3% vs 18.6%，领先24.7%），帕兰提尔科技同比增速更快（70.0% vs 49.1%），安费诺自由现金流更多（$1.5B vs $764.0M），过去两年帕兰提尔科技的营收复合增速更高（48.9% vs 40.6%）
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。
帕兰提尔科技是美国上市企业，专注研发数据集成与分析平台，为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库，广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
APH vs PLTR — 直观对比
营收规模更大
APH
是对方的4.6倍
$1.4B
营收增速更快
PLTR
高出20.9%
49.1%
净利率更高
PLTR
高出24.7%
18.6%
自由现金流更多
APH
多$704.5M
$764.0M
两年增速更快
PLTR
近两年复合增速
40.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $6.4B | $1.4B |
| 净利润 | $1.2B | $608.7M |
| 毛利率 | 38.2% | 84.6% |
| 营业利润率 | 26.8% | 40.9% |
| 净利率 | 18.6% | 43.3% |
| 营收同比 | 49.1% | 70.0% |
| 净利润同比 | 60.2% | 670.4% |
| 每股收益（稀释后） | $0.93 | $0.24 |
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APHPLTR
| Q4 25 | $6.4B | $1.4B | ||
| Q3 25 | $6.2B | $1.2B | ||
| Q2 25 | $5.7B | $1.0B | ||
| Q1 25 | $4.8B | $883.9M | ||
| Q4 24 | $4.3B | $827.5M | ||
| Q3 24 | $4.0B | $725.5M | ||
| Q2 24 | $3.6B | $678.1M | ||
| Q1 24 | $3.3B | $634.3M |
净利润APHPLTR
| Q4 25 | $1.2B | $608.7M | ||
| Q3 25 | $1.2B | $475.6M | ||
| Q2 25 | $1.1B | $326.7M | ||
| Q1 25 | $737.8M | $214.0M | ||
| Q4 24 | $746.1M | $79.0M | ||
| Q3 24 | $604.4M | $143.5M | ||
| Q2 24 | $524.8M | $134.1M | ||
| Q1 24 | $548.7M | $105.5M |
毛利率APHPLTR
| Q4 25 | 38.2% | 84.6% | ||
| Q3 25 | 38.1% | 82.4% | ||
| Q2 25 | 36.3% | 80.8% | ||
| Q1 25 | 34.2% | 80.4% | ||
| Q4 24 | 34.3% | 78.9% | ||
| Q3 24 | 33.6% | 79.8% | ||
| Q2 24 | 33.6% | 81.0% | ||
| Q1 24 | 33.4% | 81.7% |
营业利润率APHPLTR
| Q4 25 | 26.8% | 40.9% | ||
| Q3 25 | 27.5% | 33.3% | ||
| Q2 25 | 25.1% | 26.8% | ||
| Q1 25 | 21.3% | 19.9% | ||
| Q4 24 | 22.1% | 1.3% | ||
| Q3 24 | 20.3% | 15.6% | ||
| Q2 24 | 19.4% | 15.5% | ||
| Q1 24 | 21.0% | 12.8% |
净利率APHPLTR
| Q4 25 | 18.6% | 43.3% | ||
| Q3 25 | 20.1% | 40.3% | ||
| Q2 25 | 19.3% | 32.6% | ||
| Q1 25 | 15.3% | 24.2% | ||
| Q4 24 | 17.3% | 9.5% | ||
| Q3 24 | 15.0% | 19.8% | ||
| Q2 24 | 14.5% | 19.8% | ||
| Q1 24 | 16.9% | 16.6% |
每股收益（稀释后）APHPLTR
| Q4 25 | $0.93 | $0.24 | ||
| Q3 25 | $0.97 | $0.18 | ||
| Q2 25 | $0.86 | $0.13 | ||
| Q1 25 | $0.58 | $0.08 | ||
| Q4 24 | $0.16 | $0.03 | ||
| Q3 24 | $0.48 | $0.06 | ||
| Q2 24 | $0.41 | $0.06 | ||
| Q1 24 | $0.87 | $0.04 |
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 | $7.2B |
| 总债务越低越好 | $14.6B | — |
| 股东权益账面价值 | $13.4B | $7.4B |
| 总资产 | $36.2B | $8.9B |
| 负债/权益比越低杠杆越低 | 1.09× | — |
8季度趋势，按日历期对齐
现金及短期投资APHPLTR
| Q4 25 | $11.4B | $7.2B | ||
| Q3 25 | $3.9B | $6.4B | ||
| Q2 25 | $3.2B | $6.0B | ||
| Q1 25 | $1.7B | $5.4B | ||
| Q4 24 | $3.3B | $5.2B | ||
| Q3 24 | $1.6B | $4.6B | ||
| Q2 24 | $1.3B | $4.0B | ||
| Q1 24 | $2.0B | $3.9B |
总债务APHPLTR
| 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 | — | ||
| Q1 24 | $3.6B | — |
股东权益APHPLTR
| Q4 25 | $13.4B | $7.4B | ||
| Q3 25 | $12.5B | $6.6B | ||
| Q2 25 | $11.5B | $5.9B | ||
| Q1 25 | $10.3B | $5.4B | ||
| Q4 24 | $9.8B | $5.0B | ||
| Q3 24 | $9.5B | $4.5B | ||
| Q2 24 | $9.0B | $4.1B | ||
| Q1 24 | $8.7B | $3.8B |
总资产APHPLTR
| Q4 25 | $36.2B | $8.9B | ||
| Q3 25 | $27.1B | $8.1B | ||
| Q2 25 | $25.7B | $7.4B | ||
| Q1 25 | $22.9B | $6.7B | ||
| Q4 24 | $21.4B | $6.3B | ||
| Q3 24 | $19.6B | $5.8B | ||
| Q2 24 | $18.6B | $5.2B | ||
| Q1 24 | $16.7B | $4.8B |
负债/权益比APHPLTR
| 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× | — | ||
| Q1 24 | 0.41× | — |
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 | $777.3M |
| 自由现金流经营现金流 - 资本支出 | $1.5B | $764.0M |
| 自由现金流率自由现金流/营收 | 22.8% | 54.3% |
| 资本支出强度资本支出/营收 | 3.9% | 0.9% |
| 现金转化率经营现金流/净利润 | 1.44× | 1.28× |
| 过去12个月自由现金流最近4个季度 | $4.4B | $2.1B |
8季度趋势，按日历期对齐
经营现金流APHPLTR
| Q4 25 | $1.7B | $777.3M | ||
| Q3 25 | $1.5B | $507.7M | ||
| Q2 25 | $1.4B | $539.3M | ||
| Q1 25 | $764.9M | $310.3M | ||
| Q4 24 | $847.1M | $460.3M | ||
| Q3 24 | $704.0M | $419.8M | ||
| Q2 24 | $664.1M | $144.2M | ||
| Q1 24 | $599.5M | $129.6M |
自由现金流APHPLTR
| Q4 25 | $1.5B | $764.0M | ||
| Q3 25 | $1.2B | $500.9M | ||
| Q2 25 | $1.1B | $531.6M | ||
| Q1 25 | $576.3M | $304.1M | ||
| Q4 24 | $647.3M | $457.2M | ||
| Q3 24 | $474.0M | $415.8M | ||
| Q2 24 | $522.8M | $141.3M | ||
| Q1 24 | $505.2M | $126.9M |
自由现金流率APHPLTR
| Q4 25 | 22.8% | 54.3% | ||
| Q3 25 | 19.6% | 42.4% | ||
| Q2 25 | 19.8% | 53.0% | ||
| Q1 25 | 12.0% | 34.4% | ||
| Q4 24 | 15.0% | 55.3% | ||
| Q3 24 | 11.7% | 57.3% | ||
| Q2 24 | 14.5% | 20.8% | ||
| Q1 24 | 15.5% | 20.0% |
资本支出强度APHPLTR
| Q4 25 | 3.9% | 0.9% | ||
| Q3 25 | 4.2% | 0.6% | ||
| Q2 25 | 5.3% | 0.8% | ||
| Q1 25 | 3.9% | 0.7% | ||
| Q4 24 | 4.6% | 0.4% | ||
| Q3 24 | 5.7% | 0.5% | ||
| Q2 24 | 3.9% | 0.4% | ||
| Q1 24 | 2.9% | 0.4% |
现金转化率APHPLTR
| Q4 25 | 1.44× | 1.28× | ||
| Q3 25 | 1.18× | 1.07× | ||
| Q2 25 | 1.30× | 1.65× | ||
| Q1 25 | 1.04× | 1.45× | ||
| Q4 24 | 1.14× | 5.83× | ||
| Q3 24 | 1.16× | 2.92× | ||
| Q2 24 | 1.27× | 1.08× | ||
| Q1 24 | 1.09× | 1.23× |
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% |
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |
