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安波福（APTV）与AerSale Corp（ASLE）财务数据对比。点击上方公司名可切换其他公司
安波福的季度营收约是AerSale Corp的56.7倍（$5.2B vs $90.9M）。AerSale Corp净利率更高（5.9% vs 2.7%，领先3.3%）。安波福同比增速更快（5.0% vs -4.0%）。安波福自由现金流更多（$651.0M vs $9.8M）。过去两年安波福的营收复合增速更高（2.5% vs 0.2%）
安波福（Aptiv）是源自美国的全球知名汽车技术供应商，总部设于瑞士沙夫豪森。其前身是通用汽车旗下的零部件业务板块，后独立为德尔福汽车系统，经业务拆分重组后正式成立安波福，服务全球各大整车制造企业。
AerSale Corp总部位于美国佛罗里达州多拉市，是一家面向航空领域的全球供应商，主要为客运及货运航空公司、政府机构、跨国整机制造商与独立维修机构提供商用喷气飞机二手整机、发动机、航空耗材，并提供航空工程服务，同时该公司也是飞机机队回收协会的成员企业。
APTV vs ASLE — 直观对比
营收规模更大
APTV
是对方的56.7倍
$90.9M
营收增速更快
APTV
高出9.0%
-4.0%
净利率更高
ASLE
高出3.3%
2.7%
自由现金流更多
APTV
多$641.2M
$9.8M
两年增速更快
APTV
近两年复合增速
0.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.2B | $90.9M |
| 净利润 | $138.0M | $5.4M |
| 毛利率 | 18.7% | 34.1% |
| 营业利润率 | 8.2% | 7.8% |
| 净利率 | 2.7% | 5.9% |
| 营收同比 | 5.0% | -4.0% |
| 净利润同比 | -48.5% | 99.7% |
| 每股收益（稀释后） | $0.63 | $0.10 |
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APTVASLE
| Q4 25 | $5.2B | $90.9M | ||
| Q3 25 | $5.2B | $71.2M | ||
| Q2 25 | $5.2B | $107.4M | ||
| Q1 25 | $4.8B | $65.8M | ||
| Q4 24 | $4.9B | $94.7M | ||
| Q3 24 | $4.9B | $82.7M | ||
| Q2 24 | $5.1B | $77.1M | ||
| Q1 24 | $4.9B | $90.5M |
净利润APTVASLE
| Q4 25 | $138.0M | $5.4M | ||
| Q3 25 | $-355.0M | $-120.0K | ||
| Q2 25 | $393.0M | $8.6M | ||
| Q1 25 | $-11.0M | $-5.3M | ||
| Q4 24 | $268.0M | $2.7M | ||
| Q3 24 | $363.0M | $509.0K | ||
| Q2 24 | $938.0M | $-3.6M | ||
| Q1 24 | $218.0M | $6.3M |
毛利率APTVASLE
| Q4 25 | 18.7% | 34.1% | ||
| Q3 25 | 19.5% | 30.2% | ||
| Q2 25 | 19.1% | 32.9% | ||
| Q1 25 | 19.1% | 27.3% | ||
| Q4 24 | 19.6% | 31.4% | ||
| Q3 24 | 18.6% | 28.6% | ||
| Q2 24 | 19.2% | 28.2% | ||
| Q1 24 | 17.9% | 31.8% |
营业利润率APTVASLE
| Q4 25 | 8.2% | 7.8% | ||
| Q3 25 | -3.4% | 4.0% | ||
| Q2 25 | 9.3% | 11.7% | ||
| Q1 25 | 9.3% | -10.1% | ||
| Q4 24 | 9.8% | 5.2% | ||
| Q3 24 | 10.4% | 2.4% | ||
| Q2 24 | 8.7% | -2.4% | ||
| Q1 24 | 8.5% | 5.2% |
净利率APTVASLE
| Q4 25 | 2.7% | 5.9% | ||
| Q3 25 | -6.8% | -0.2% | ||
| Q2 25 | 7.5% | 8.0% | ||
| Q1 25 | -0.2% | -8.0% | ||
| Q4 24 | 5.5% | 2.9% | ||
| Q3 24 | 7.5% | 0.6% | ||
| Q2 24 | 18.6% | -4.7% | ||
| Q1 24 | 4.4% | 6.9% |
每股收益（稀释后）APTVASLE
| Q4 25 | $0.63 | $0.10 | ||
| Q3 25 | $-1.63 | $0.00 | ||
| Q2 25 | $1.80 | $0.18 | ||
| Q1 25 | $-0.05 | $-0.10 | ||
| Q4 24 | $1.22 | $0.05 | ||
| Q3 24 | $1.48 | $0.01 | ||
| Q2 24 | $3.47 | $-0.07 | ||
| Q1 24 | $0.79 | $0.12 |
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 | $1.9B | $4.4M |
| 总债务越低越好 | $7.5B | $1.3M |
| 股东权益账面价值 | $9.2B | $424.4M |
| 总资产 | $23.4B | $640.5M |
| 负债/权益比越低杠杆越低 | 0.81× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资APTVASLE
| Q4 25 | $1.9B | $4.4M | ||
| Q3 25 | $1.6B | $5.3M | ||
| Q2 25 | $1.4B | $5.7M | ||
| Q1 25 | $1.1B | $4.7M | ||
| Q4 24 | $1.6B | $4.7M | ||
| Q3 24 | $1.8B | $9.8M | ||
| Q2 24 | $2.2B | $4.3M | ||
| Q1 24 | $941.0M | $2.6M |
总债务APTVASLE
| Q4 25 | $7.5B | $1.3M | ||
| Q3 25 | $7.6B | $1.5M | ||
| Q2 25 | $7.8B | $907.0K | ||
| Q1 25 | $7.6B | $1.1M | ||
| Q4 24 | $7.8B | $1.2M | ||
| Q3 24 | $8.3B | $376.0K | ||
| Q2 24 | $5.5B | $522.0K | ||
| Q1 24 | $4.7B | $3.5M |
股东权益APTVASLE
| Q4 25 | $9.2B | $424.4M | ||
| Q3 25 | $9.3B | $417.1M | ||
| Q2 25 | $9.7B | $415.9M | ||
| Q1 25 | $9.0B | $406.5M | ||
| Q4 24 | $8.8B | $455.6M | ||
| Q3 24 | $8.9B | $451.5M | ||
| Q2 24 | $11.5B | $449.8M | ||
| Q1 24 | $11.1B | $452.0M |
总资产APTVASLE
| Q4 25 | $23.4B | $640.5M | ||
| Q3 25 | $23.5B | $646.3M | ||
| Q2 25 | $23.9B | $646.7M | ||
| Q1 25 | $23.1B | $646.1M | ||
| Q4 24 | $23.5B | $604.7M | ||
| Q3 24 | $24.8B | $601.5M | ||
| Q2 24 | $24.8B | $598.7M | ||
| Q1 24 | $23.6B | $571.7M |
负债/权益比APTVASLE
| Q4 25 | 0.81× | 0.00× | ||
| Q3 25 | 0.82× | 0.00× | ||
| Q2 25 | 0.80× | 0.00× | ||
| Q1 25 | 0.85× | 0.00× | ||
| Q4 24 | 0.89× | 0.00× | ||
| Q3 24 | 0.93× | 0.00× | ||
| Q2 24 | 0.48× | 0.00× | ||
| Q1 24 | 0.42× | 0.01× |
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 | $818.0M | $11.4M |
| 自由现金流经营现金流 - 资本支出 | $651.0M | $9.8M |
| 自由现金流率自由现金流/营收 | 12.6% | 10.8% |
| 资本支出强度资本支出/营收 | 3.2% | 1.7% |
| 现金转化率经营现金流/净利润 | 5.93× | 2.11× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $-29.1M |
8季度趋势，按日历期对齐
经营现金流APTVASLE
| Q4 25 | $818.0M | $11.4M | ||
| Q3 25 | $584.0M | $-8.9M | ||
| Q2 25 | $510.0M | $19.8M | ||
| Q1 25 | $273.0M | $-45.2M | ||
| Q4 24 | $1.1B | $37.5M | ||
| Q3 24 | $499.0M | $10.4M | ||
| Q2 24 | $643.0M | $-15.3M | ||
| Q1 24 | $244.0M | $-21.5M |
自由现金流APTVASLE
| Q4 25 | $651.0M | $9.8M | ||
| Q3 25 | $441.0M | $-9.8M | ||
| Q2 25 | $361.0M | $18.6M | ||
| Q1 25 | $76.0M | $-47.6M | ||
| Q4 24 | $894.0M | $32.3M | ||
| Q3 24 | $326.0M | $8.9M | ||
| Q2 24 | $417.0M | $-18.9M | ||
| Q1 24 | $-21.0M | $-25.0M |
自由现金流率APTVASLE
| Q4 25 | 12.6% | 10.8% | ||
| Q3 25 | 8.5% | -13.8% | ||
| Q2 25 | 6.9% | 17.3% | ||
| Q1 25 | 1.6% | -72.4% | ||
| Q4 24 | 18.2% | 34.0% | ||
| Q3 24 | 6.7% | 10.7% | ||
| Q2 24 | 8.3% | -24.6% | ||
| Q1 24 | -0.4% | -27.7% |
资本支出强度APTVASLE
| Q4 25 | 3.2% | 1.7% | ||
| Q3 25 | 2.7% | 1.3% | ||
| Q2 25 | 2.9% | 1.1% | ||
| Q1 25 | 4.1% | 3.7% | ||
| Q4 24 | 3.4% | 5.6% | ||
| Q3 24 | 3.6% | 1.9% | ||
| Q2 24 | 4.5% | 4.7% | ||
| Q1 24 | 5.4% | 3.9% |
现金转化率APTVASLE
| Q4 25 | 5.93× | 2.11× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.30× | 2.31× | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.96× | 13.89× | ||
| Q3 24 | 1.37× | 20.52× | ||
| Q2 24 | 0.69× | — | ||
| Q1 24 | 1.12× | -3.42× |
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
APTV
| Electrical Distribution Systems | $2.3B | 45% |
| Engineered Components Group | $1.4B | 28% |
| Active Safety | $716.0M | 14% |
| User Experience And Other | $564.0M | 11% |
| Smart Vehicle Compute And Software | $154.0M | 3% |
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
