vs
安费诺（APH）与Raymond James Financial（RJF）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Raymond James Financial的1.8倍（$7.6B vs $4.2B），Raymond James Financial净利率更高（13.5% vs 12.4%，领先1.1%），安费诺同比增速更快（58.4% vs 3.5%），安费诺自由现金流更多（$831.2M vs $-56.0M），过去两年安费诺的营收复合增速更高（45.3% vs 7.1%）
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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
APH vs RJF — 直观对比
营收规模更大
APH
是对方的1.8倍
$4.2B
营收增速更快
APH
高出54.9%
3.5%
净利率更高
RJF
高出1.1%
12.4%
自由现金流更多
APH
多$887.2M
$-56.0M
两年增速更快
APH
近两年复合增速
7.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $7.6B | $4.2B |
| 净利润 | $943.3M | $563.0M |
| 毛利率 | 36.7% | — |
| 营业利润率 | 24.0% | — |
| 净利率 | 12.4% | 13.5% |
| 营收同比 | 58.4% | 3.5% |
| 净利润同比 | 26.8% | -6.2% |
| 每股收益（稀释后） | $0.72 | $2.79 |
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APHRJF
| Q1 26 | $7.6B | — | ||
| Q4 25 | $6.4B | $4.2B | ||
| Q3 25 | $6.2B | $4.2B | ||
| Q2 25 | $5.7B | $3.8B | ||
| Q1 25 | $4.8B | $3.8B | ||
| Q4 24 | $4.3B | $4.0B | ||
| Q3 24 | $4.0B | $4.0B | ||
| Q2 24 | $3.6B | $3.8B |
净利润APHRJF
| Q1 26 | $943.3M | — | ||
| Q4 25 | $1.2B | $563.0M | ||
| Q3 25 | $1.2B | $604.0M | ||
| Q2 25 | $1.1B | $436.0M | ||
| Q1 25 | $737.8M | $495.0M | ||
| Q4 24 | $746.1M | $600.0M | ||
| Q3 24 | $604.4M | $602.0M | ||
| Q2 24 | $524.8M | $492.0M |
毛利率APHRJF
| Q1 26 | 36.7% | — | ||
| Q4 25 | 38.2% | — | ||
| Q3 25 | 38.1% | — | ||
| Q2 25 | 36.3% | — | ||
| Q1 25 | 34.2% | — | ||
| Q4 24 | 34.3% | — | ||
| Q3 24 | 33.6% | — | ||
| Q2 24 | 33.6% | — |
营业利润率APHRJF
| Q1 26 | 24.0% | — | ||
| Q4 25 | 26.8% | — | ||
| Q3 25 | 27.5% | — | ||
| Q2 25 | 25.1% | 14.7% | ||
| Q1 25 | 21.3% | 17.5% | ||
| Q4 24 | 22.1% | 18.6% | ||
| Q3 24 | 20.3% | — | ||
| Q2 24 | 19.4% | 17.1% |
净利率APHRJF
| Q1 26 | 12.4% | — | ||
| Q4 25 | 18.6% | 13.5% | ||
| Q3 25 | 20.1% | 14.4% | ||
| Q2 25 | 19.3% | 11.3% | ||
| Q1 25 | 15.3% | 12.9% | ||
| Q4 24 | 17.3% | 14.9% | ||
| Q3 24 | 15.0% | 15.0% | ||
| Q2 24 | 14.5% | 13.1% |
每股收益（稀释后）APHRJF
| Q1 26 | $0.72 | — | ||
| Q4 25 | $0.93 | $2.79 | ||
| Q3 25 | $0.97 | $2.96 | ||
| Q2 25 | $0.86 | $2.12 | ||
| Q1 25 | $0.58 | $2.36 | ||
| Q4 24 | $0.16 | $2.86 | ||
| Q3 24 | $0.48 | $2.85 | ||
| Q2 24 | $0.41 | $2.31 |
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 | $9.9B |
| 总债务越低越好 | $18.7B | — |
| 股东权益账面价值 | $14.1B | $12.6B |
| 总资产 | $42.1B | $88.8B |
| 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APHRJF
| Q1 26 | $4.6B | — | ||
| Q4 25 | $11.4B | $9.9B | ||
| Q3 25 | $3.9B | $11.4B | ||
| Q2 25 | $3.2B | $9.2B | ||
| Q1 25 | $1.7B | $9.7B | ||
| Q4 24 | $3.3B | $10.0B | ||
| Q3 24 | $1.6B | $11.0B | ||
| Q2 24 | $1.3B | $9.1B |
总债务APHRJF
| 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APHRJF
| Q1 26 | $14.1B | — | ||
| Q4 25 | $13.4B | $12.6B | ||
| Q3 25 | $12.5B | $12.5B | ||
| Q2 25 | $11.5B | $12.3B | ||
| Q1 25 | $10.3B | $12.2B | ||
| Q4 24 | $9.8B | $11.9B | ||
| Q3 24 | $9.5B | $11.7B | ||
| Q2 24 | $9.0B | $11.2B |
总资产APHRJF
| Q1 26 | $42.1B | — | ||
| Q4 25 | $36.2B | $88.8B | ||
| Q3 25 | $27.1B | $88.2B | ||
| Q2 25 | $25.7B | $84.8B | ||
| Q1 25 | $22.9B | $83.1B | ||
| Q4 24 | $21.4B | $82.3B | ||
| Q3 24 | $19.6B | $83.0B | ||
| Q2 24 | $18.6B | $80.6B |
负债/权益比APHRJF
| 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 | $-10.0M |
| 自由现金流经营现金流 - 资本支出 | $831.2M | $-56.0M |
| 自由现金流率自由现金流/营收 | 10.9% | -1.3% |
| 资本支出强度资本支出/营收 | 3.8% | 1.1% |
| 现金转化率经营现金流/净利润 | 1.19× | -0.02× |
| 过去12个月自由现金流最近4个季度 | $4.6B | $1.4B |
8季度趋势，按日历期对齐
经营现金流APHRJF
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.7B | $-10.0M | ||
| Q3 25 | $1.5B | $796.0M | ||
| Q2 25 | $1.4B | $691.0M | ||
| Q1 25 | $764.9M | $117.0M | ||
| Q4 24 | $847.1M | $830.0M | ||
| Q3 24 | $704.0M | $510.0M | ||
| Q2 24 | $664.1M | $711.0M |
自由现金流APHRJF
| Q1 26 | $831.2M | — | ||
| Q4 25 | $1.5B | $-56.0M | ||
| Q3 25 | $1.2B | $752.0M | ||
| Q2 25 | $1.1B | $634.0M | ||
| Q1 25 | $576.3M | $71.0M | ||
| Q4 24 | $647.3M | $789.0M | ||
| Q3 24 | $474.0M | $460.0M | ||
| Q2 24 | $522.8M | $655.0M |
自由现金流率APHRJF
| Q1 26 | 10.9% | — | ||
| Q4 25 | 22.8% | -1.3% | ||
| Q3 25 | 19.6% | 17.9% | ||
| Q2 25 | 19.8% | 16.5% | ||
| Q1 25 | 12.0% | 1.8% | ||
| Q4 24 | 15.0% | 19.6% | ||
| Q3 24 | 11.7% | 11.5% | ||
| Q2 24 | 14.5% | 17.4% |
资本支出强度APHRJF
| Q1 26 | 3.8% | — | ||
| Q4 25 | 3.9% | 1.1% | ||
| Q3 25 | 4.2% | 1.1% | ||
| Q2 25 | 5.3% | 1.5% | ||
| Q1 25 | 3.9% | 1.2% | ||
| Q4 24 | 4.6% | 1.0% | ||
| Q3 24 | 5.7% | 1.2% | ||
| Q2 24 | 3.9% | 1.5% |
现金转化率APHRJF
| Q1 26 | 1.19× | — | ||
| Q4 25 | 1.44× | -0.02× | ||
| Q3 25 | 1.18× | 1.32× | ||
| Q2 25 | 1.30× | 1.58× | ||
| Q1 25 | 1.04× | 0.24× | ||
| Q4 24 | 1.14× | 1.38× | ||
| Q3 24 | 1.16× | 0.85× | ||
| Q2 24 | 1.27× | 1.45× |
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% |
RJF
暂无分部数据
