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安费诺（APH）与史密斯菲尔德食品（SFD）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史密斯菲尔德食品的2.0倍（$7.6B vs $3.8B），安费诺净利率更高（12.4% vs 6.6%，领先5.8%），安费诺同比增速更快（58.4% vs 0.8%），过去两年安费诺的营收复合增速更高（45.3% vs 5.5%）
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。
史密斯菲尔德食品是全球规模最大的生猪养殖与猪肉加工企业，1936年由卢特父子创立，总部位于美国弗吉尼亚州史密斯菲尔德，现隶属于香港企业。公司在美国自营超500个农场，还与2000余家独立农场合作养殖生猪，业务覆盖墨西哥、波兰、德国等多个海外市场。
APH vs SFD — 直观对比
营收规模更大
APH
是对方的2.0倍
$3.8B
营收增速更快
APH
高出57.6%
0.8%
净利率更高
APH
高出5.8%
6.6%
两年增速更快
APH
近两年复合增速
5.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $7.6B | $3.8B |
| 净利润 | $943.3M | $249.0M |
| 毛利率 | 36.7% | 13.4% |
| 营业利润率 | 24.0% | 8.8% |
| 净利率 | 12.4% | 6.6% |
| 营收同比 | 58.4% | 0.8% |
| 净利润同比 | 26.8% | 9.7% |
| 每股收益（稀释后） | $0.72 | — |
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APHSFD
| Q1 26 | $7.6B | $3.8B | ||
| Q4 25 | $6.4B | $4.2B | ||
| Q3 25 | $6.2B | $3.7B | ||
| Q2 25 | $5.7B | $3.8B | ||
| Q1 25 | $4.8B | $3.8B | ||
| Q4 24 | $4.3B | $4.0B | ||
| Q3 24 | $4.0B | $3.3B | ||
| Q2 24 | $3.6B | $3.4B |
净利润APHSFD
| Q1 26 | $943.3M | $249.0M | ||
| Q4 25 | $1.2B | $327.0M | ||
| Q3 25 | $1.2B | $248.0M | ||
| Q2 25 | $1.1B | $188.0M | ||
| Q1 25 | $737.8M | $224.0M | ||
| Q4 24 | $746.1M | $205.0M | ||
| Q3 24 | $604.4M | $291.0M | ||
| Q2 24 | $524.8M | $301.0M |
毛利率APHSFD
| Q1 26 | 36.7% | 13.4% | ||
| Q4 25 | 38.2% | 14.2% | ||
| Q3 25 | 38.1% | 12.8% | ||
| Q2 25 | 36.3% | 13.2% | ||
| Q1 25 | 34.2% | 13.5% | ||
| Q4 24 | 34.3% | 13.5% | ||
| Q3 24 | 33.6% | 14.3% | ||
| Q2 24 | 33.6% | 15.4% |
营业利润率APHSFD
| Q1 26 | 24.0% | 8.8% | ||
| Q4 25 | 26.8% | 9.5% | ||
| Q3 25 | 27.5% | 8.3% | ||
| Q2 25 | 25.1% | 6.9% | ||
| Q1 25 | 21.3% | 8.5% | ||
| Q4 24 | 22.1% | 8.5% | ||
| Q3 24 | 20.3% | 8.5% | ||
| Q2 24 | 19.4% | 9.8% |
净利率APHSFD
| Q1 26 | 12.4% | 6.6% | ||
| Q4 25 | 18.6% | 7.7% | ||
| Q3 25 | 20.1% | 6.6% | ||
| Q2 25 | 19.3% | 5.0% | ||
| Q1 25 | 15.3% | 5.9% | ||
| Q4 24 | 17.3% | 5.2% | ||
| Q3 24 | 15.0% | 8.7% | ||
| Q2 24 | 14.5% | 8.8% |
每股收益（稀释后）APHSFD
| Q1 26 | $0.72 | — | ||
| Q4 25 | $0.93 | $0.83 | ||
| Q3 25 | $0.97 | $0.63 | ||
| Q2 25 | $0.86 | $0.48 | ||
| Q1 25 | $0.58 | $0.57 | ||
| Q4 24 | $0.16 | $0.54 | ||
| Q3 24 | $0.48 | $0.77 | ||
| Q2 24 | $0.41 | $0.79 |
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 | $1.4B |
| 总债务越低越好 | $18.7B | — |
| 股东权益账面价值 | $14.1B | $6.9B |
| 总资产 | $42.1B | $12.0B |
| 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APHSFD
| Q1 26 | $4.6B | $1.4B | ||
| Q4 25 | $11.4B | — | ||
| Q3 25 | $3.9B | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.3B | — |
总债务APHSFD
| Q1 26 | $18.7B | — | ||
| Q4 25 | $14.6B | $2.0B | ||
| Q3 25 | $7.1B | $2.0B | ||
| Q2 25 | $7.1B | $2.0B | ||
| Q1 25 | $6.8B | $2.0B | ||
| Q4 24 | $6.5B | $2.0B | ||
| Q3 24 | $5.1B | — | ||
| Q2 24 | $5.0B | — |
股东权益APHSFD
| Q1 26 | $14.1B | $6.9B | ||
| Q4 25 | $13.4B | $6.8B | ||
| Q3 25 | $12.5B | $6.5B | ||
| Q2 25 | $11.5B | $6.3B | ||
| Q1 25 | $10.3B | $6.2B | ||
| Q4 24 | $9.8B | $5.8B | ||
| Q3 24 | $9.5B | — | ||
| Q2 24 | $9.0B | — |
总资产APHSFD
| Q1 26 | $42.1B | $12.0B | ||
| Q4 25 | $36.2B | $12.2B | ||
| Q3 25 | $27.1B | $11.5B | ||
| Q2 25 | $25.7B | $11.2B | ||
| Q1 25 | $22.9B | $11.1B | ||
| Q4 24 | $21.4B | $11.1B | ||
| Q3 24 | $19.6B | — | ||
| Q2 24 | $18.6B | — |
负债/权益比APHSFD
| Q1 26 | 1.33× | — | ||
| Q4 25 | 1.09× | 0.29× | ||
| Q3 25 | 0.57× | 0.31× | ||
| Q2 25 | 0.62× | 0.32× | ||
| Q1 25 | 0.66× | 0.32× | ||
| Q4 24 | 0.66× | 0.34× | ||
| 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 | $831.2M | — |
| 自由现金流率自由现金流/营收 | 10.9% | — |
| 资本支出强度资本支出/营收 | 3.8% | 2.3% |
| 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 | $4.6B | — |
8季度趋势，按日历期对齐
经营现金流APHSFD
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.7B | $938.0M | ||
| Q3 25 | $1.5B | $13.0M | ||
| Q2 25 | $1.4B | $274.0M | ||
| Q1 25 | $764.9M | $-166.0M | ||
| Q4 24 | $847.1M | — | ||
| Q3 24 | $704.0M | — | ||
| Q2 24 | $664.1M | — |
自由现金流APHSFD
| Q1 26 | $831.2M | — | ||
| Q4 25 | $1.5B | $842.0M | ||
| Q3 25 | $1.2B | $-75.0M | ||
| Q2 25 | $1.1B | $196.0M | ||
| Q1 25 | $576.3M | $-245.0M | ||
| Q4 24 | $647.3M | — | ||
| Q3 24 | $474.0M | — | ||
| Q2 24 | $522.8M | — |
自由现金流率APHSFD
| Q1 26 | 10.9% | — | ||
| Q4 25 | 22.8% | 19.9% | ||
| Q3 25 | 19.6% | -2.0% | ||
| Q2 25 | 19.8% | 5.2% | ||
| Q1 25 | 12.0% | -6.5% | ||
| Q4 24 | 15.0% | — | ||
| Q3 24 | 11.7% | — | ||
| Q2 24 | 14.5% | — |
资本支出强度APHSFD
| Q1 26 | 3.8% | 2.3% | ||
| Q4 25 | 3.9% | 2.3% | ||
| Q3 25 | 4.2% | 2.3% | ||
| Q2 25 | 5.3% | 2.1% | ||
| Q1 25 | 3.9% | 2.1% | ||
| Q4 24 | 4.6% | 2.1% | ||
| Q3 24 | 5.7% | 2.8% | ||
| Q2 24 | 3.9% | 2.3% |
现金转化率APHSFD
| Q1 26 | 1.19× | — | ||
| Q4 25 | 1.44× | 2.87× | ||
| Q3 25 | 1.18× | 0.05× | ||
| Q2 25 | 1.30× | 1.46× | ||
| Q1 25 | 1.04× | -0.74× | ||
| Q4 24 | 1.14× | — | ||
| Q3 24 | 1.16× | — | ||
| Q2 24 | 1.27× | — |
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% |
SFD
暂无分部数据
