vs
安费诺（APH）与POWELL INDUSTRIES INC（POWL）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POWELL INDUSTRIES INC的25.6倍（$6.4B vs $251.2M）。安费诺净利率更高（18.6% vs 16.5%，领先2.1%）。安费诺同比增速更快（49.1% vs 4.0%）。安费诺自由现金流更多（$1.5B vs $41.6M）。过去两年安费诺的营收复合增速更高（40.6% vs -0.8%）
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。
Powell Industries Inc.成立于1947年，总部位于美国得克萨斯州休斯敦，是专业的电气设备及集成封装解决方案供应商，产品主要面向工商业市场，用于电力配送环节的监测与控制。
APH vs POWL — 直观对比
营收规模更大
APH
是对方的25.6倍
$251.2M
营收增速更快
APH
高出45.1%
4.0%
净利率更高
APH
高出2.1%
16.5%
自由现金流更多
APH
多$1.4B
$41.6M
两年增速更快
APH
近两年复合增速
-0.8%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $6.4B | $251.2M |
| 净利润 | $1.2B | $41.4M |
| 毛利率 | 38.2% | 28.4% |
| 营业利润率 | 26.8% | 17.0% |
| 净利率 | 18.6% | 16.5% |
| 营收同比 | 49.1% | 4.0% |
| 净利润同比 | 60.2% | 19.1% |
| 每股收益（稀释后） | $0.93 | $3.40 |
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APHPOWL
| Q4 25 | $6.4B | $251.2M | ||
| Q3 25 | $6.2B | $298.0M | ||
| Q2 25 | $5.7B | $286.3M | ||
| Q1 25 | $4.8B | $278.6M | ||
| Q4 24 | $4.3B | $241.4M | ||
| Q3 24 | $4.0B | $275.1M | ||
| Q2 24 | $3.6B | $288.2M | ||
| Q1 24 | $3.3B | $255.1M |
净利润APHPOWL
| Q4 25 | $1.2B | $41.4M | ||
| Q3 25 | $1.2B | $51.4M | ||
| Q2 25 | $1.1B | $48.2M | ||
| Q1 25 | $737.8M | $46.3M | ||
| Q4 24 | $746.1M | $34.8M | ||
| Q3 24 | $604.4M | $46.1M | ||
| Q2 24 | $524.8M | $46.2M | ||
| Q1 24 | $548.7M | $33.5M |
毛利率APHPOWL
| Q4 25 | 38.2% | 28.4% | ||
| Q3 25 | 38.1% | 31.4% | ||
| Q2 25 | 36.3% | 30.7% | ||
| Q1 25 | 34.2% | 29.9% | ||
| Q4 24 | 34.3% | 24.7% | ||
| Q3 24 | 33.6% | 29.2% | ||
| Q2 24 | 33.6% | 28.4% | ||
| Q1 24 | 33.4% | 24.6% |
营业利润率APHPOWL
| Q4 25 | 26.8% | 17.0% | ||
| Q3 25 | 27.5% | 21.2% | ||
| Q2 25 | 25.1% | 21.0% | ||
| Q1 25 | 21.3% | 21.1% | ||
| Q4 24 | 22.1% | 14.7% | ||
| Q3 24 | 20.3% | 20.4% | ||
| Q2 24 | 19.4% | 19.9% | ||
| Q1 24 | 21.0% | 15.5% |
净利率APHPOWL
| Q4 25 | 18.6% | 16.5% | ||
| Q3 25 | 20.1% | 17.3% | ||
| Q2 25 | 19.3% | 16.8% | ||
| Q1 25 | 15.3% | 16.6% | ||
| Q4 24 | 17.3% | 14.4% | ||
| Q3 24 | 15.0% | 16.7% | ||
| Q2 24 | 14.5% | 16.0% | ||
| Q1 24 | 16.9% | 13.1% |
每股收益（稀释后）APHPOWL
| Q4 25 | $0.93 | $3.40 | ||
| Q3 25 | $0.97 | $4.23 | ||
| Q2 25 | $0.86 | $3.96 | ||
| Q1 25 | $0.58 | $3.81 | ||
| Q4 24 | $0.16 | $2.86 | ||
| Q3 24 | $0.48 | $3.77 | ||
| Q2 24 | $0.41 | $3.79 | ||
| Q1 24 | $0.87 | $2.75 |
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 | $500.8M |
| 总债务越低越好 | $14.6B | — |
| 股东权益账面价值 | $13.4B | $668.9M |
| 总资产 | $36.2B | $1.1B |
| 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APHPOWL
| Q4 25 | $11.4B | $500.8M | ||
| Q3 25 | $3.9B | $475.5M | ||
| Q2 25 | $3.2B | $433.0M | ||
| Q1 25 | $1.7B | $389.3M | ||
| Q4 24 | $3.3B | $373.4M | ||
| Q3 24 | $1.6B | $358.4M | ||
| Q2 24 | $1.3B | $374.0M | ||
| Q1 24 | $2.0B | $365.3M |
总债务APHPOWL
| 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APHPOWL
| Q4 25 | $13.4B | $668.9M | ||
| Q3 25 | $12.5B | $640.8M | ||
| Q2 25 | $11.5B | $594.9M | ||
| Q1 25 | $10.3B | $541.4M | ||
| Q4 24 | $9.8B | $496.3M | ||
| Q3 24 | $9.5B | $483.1M | ||
| Q2 24 | $9.0B | $436.7M | ||
| Q1 24 | $8.7B | $393.8M |
总资产APHPOWL
| Q4 25 | $36.2B | $1.1B | ||
| Q3 25 | $27.1B | $1.1B | ||
| Q2 25 | $25.7B | $1.0B | ||
| Q1 25 | $22.9B | $965.4M | ||
| Q4 24 | $21.4B | $912.7M | ||
| Q3 24 | $19.6B | $928.2M | ||
| Q2 24 | $18.6B | $869.0M | ||
| Q1 24 | $16.7B | $849.6M |
负债/权益比APHPOWL
| 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 | $43.6M |
| 自由现金流经营现金流 - 资本支出 | $1.5B | $41.6M |
| 自由现金流率自由现金流/营收 | 22.8% | 16.6% |
| 资本支出强度资本支出/营收 | 3.9% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.44× | 1.05× |
| 过去12个月自由现金流最近4个季度 | $4.4B | $161.5M |
8季度趋势，按日历期对齐
经营现金流APHPOWL
| Q4 25 | $1.7B | $43.6M | ||
| Q3 25 | $1.5B | $61.1M | ||
| Q2 25 | $1.4B | $47.4M | ||
| Q1 25 | $764.9M | $22.4M | ||
| Q4 24 | $847.1M | $37.1M | ||
| Q3 24 | $704.0M | $-6.0M | ||
| Q2 24 | $664.1M | $13.8M | ||
| Q1 24 | $599.5M | $17.0M |
自由现金流APHPOWL
| Q4 25 | $1.5B | $41.6M | ||
| Q3 25 | $1.2B | $59.3M | ||
| Q2 25 | $1.1B | $42.3M | ||
| Q1 25 | $576.3M | $18.3M | ||
| Q4 24 | $647.3M | $34.9M | ||
| Q3 24 | $474.0M | $-14.4M | ||
| Q2 24 | $522.8M | $12.4M | ||
| Q1 24 | $505.2M | $16.1M |
自由现金流率APHPOWL
| Q4 25 | 22.8% | 16.6% | ||
| Q3 25 | 19.6% | 19.9% | ||
| Q2 25 | 19.8% | 14.8% | ||
| Q1 25 | 12.0% | 6.6% | ||
| Q4 24 | 15.0% | 14.4% | ||
| Q3 24 | 11.7% | -5.3% | ||
| Q2 24 | 14.5% | 4.3% | ||
| Q1 24 | 15.5% | 6.3% |
资本支出强度APHPOWL
| Q4 25 | 3.9% | 0.8% | ||
| Q3 25 | 4.2% | 0.6% | ||
| Q2 25 | 5.3% | 1.8% | ||
| Q1 25 | 3.9% | 1.5% | ||
| Q4 24 | 4.6% | 0.9% | ||
| Q3 24 | 5.7% | 3.1% | ||
| Q2 24 | 3.9% | 0.5% | ||
| Q1 24 | 2.9% | 0.4% |
现金转化率APHPOWL
| Q4 25 | 1.44× | 1.05× | ||
| Q3 25 | 1.18× | 1.19× | ||
| Q2 25 | 1.30× | 0.98× | ||
| Q1 25 | 1.04× | 0.48× | ||
| Q4 24 | 1.14× | 1.07× | ||
| Q3 24 | 1.16× | -0.13× | ||
| Q2 24 | 1.27× | 0.30× | ||
| Q1 24 | 1.09× | 0.51× |
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% |
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |
