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安波福（APTV）与Atmus Filtration Technologies Inc.（ATMU）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Atmus Filtration Technologies Inc.的11.5倍（$5.2B vs $446.6M）。Atmus Filtration Technologies Inc.净利率更高（10.7% vs 2.7%，领先8.1%）。Atmus Filtration Technologies Inc.同比增速更快（9.8% vs 5.0%）。安波福自由现金流更多（$651.0M vs $31.2M）。过去两年安波福的营收复合增速更高（2.5% vs 2.3%）
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。
Atmus过滤技术公司是一家专业过滤解决方案提供商，研发、生产和销售空气、燃油、机油、液压等多场景过滤系统，服务全球汽车、重型车辆、工业设备、航空航天领域的原厂配套及售后替换市场。
APTV vs ATMU — 直观对比
营收规模更大
APTV
是对方的11.5倍
$446.6M
营收增速更快
ATMU
高出4.8%
5.0%
净利率更高
ATMU
高出8.1%
2.7%
自由现金流更多
APTV
多$619.8M
$31.2M
两年增速更快
APTV
近两年复合增速
2.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.2B | $446.6M |
| 净利润 | $138.0M | $48.0M |
| 毛利率 | 18.7% | 28.5% |
| 营业利润率 | 8.2% | 15.8% |
| 净利率 | 2.7% | 10.7% |
| 营收同比 | 5.0% | 9.8% |
| 净利润同比 | -48.5% | 19.7% |
| 每股收益（稀释后） | $0.63 | $0.58 |
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APTVATMU
| Q4 25 | $5.2B | $446.6M | ||
| Q3 25 | $5.2B | $447.7M | ||
| Q2 25 | $5.2B | $453.5M | ||
| Q1 25 | $4.8B | $416.5M | ||
| Q4 24 | $4.9B | $406.7M | ||
| Q3 24 | $4.9B | $403.7M | ||
| Q2 24 | $5.1B | $432.6M | ||
| Q1 24 | $4.9B | $426.6M |
净利润APTVATMU
| Q4 25 | $138.0M | $48.0M | ||
| Q3 25 | $-355.0M | $54.8M | ||
| Q2 25 | $393.0M | $59.9M | ||
| Q1 25 | $-11.0M | $44.7M | ||
| Q4 24 | $268.0M | $40.1M | ||
| Q3 24 | $363.0M | $43.8M | ||
| Q2 24 | $938.0M | $56.2M | ||
| Q1 24 | $218.0M | $45.5M |
毛利率APTVATMU
| Q4 25 | 18.7% | 28.5% | ||
| Q3 25 | 19.5% | 28.9% | ||
| Q2 25 | 19.1% | 28.9% | ||
| Q1 25 | 19.1% | 26.5% | ||
| Q4 24 | 19.6% | 26.3% | ||
| Q3 24 | 18.6% | 27.6% | ||
| Q2 24 | 19.2% | 30.5% | ||
| Q1 24 | 17.9% | 26.2% |
营业利润率APTVATMU
| Q4 25 | 8.2% | 15.8% | ||
| Q3 25 | -3.4% | 18.3% | ||
| Q2 25 | 9.3% | 18.0% | ||
| Q1 25 | 9.3% | 15.6% | ||
| Q4 24 | 9.8% | 13.4% | ||
| Q3 24 | 10.4% | 15.7% | ||
| Q2 24 | 8.7% | 18.4% | ||
| Q1 24 | 8.5% | 16.1% |
净利率APTVATMU
| Q4 25 | 2.7% | 10.7% | ||
| Q3 25 | -6.8% | 12.2% | ||
| Q2 25 | 7.5% | 13.2% | ||
| Q1 25 | -0.2% | 10.7% | ||
| Q4 24 | 5.5% | 9.9% | ||
| Q3 24 | 7.5% | 10.8% | ||
| Q2 24 | 18.6% | 13.0% | ||
| Q1 24 | 4.4% | 10.7% |
每股收益（稀释后）APTVATMU
| Q4 25 | $0.63 | $0.58 | ||
| Q3 25 | $-1.63 | $0.66 | ||
| Q2 25 | $1.80 | $0.72 | ||
| Q1 25 | $-0.05 | $0.54 | ||
| Q4 24 | $1.22 | $0.49 | ||
| Q3 24 | $1.48 | $0.52 | ||
| Q2 24 | $3.47 | $0.67 | ||
| Q1 24 | $0.79 | $0.54 |
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 | $236.4M |
| 总债务越低越好 | $7.5B | $570.0M |
| 股东权益账面价值 | $9.2B | $378.5M |
| 总资产 | $23.4B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.81× | 1.51× |
8季度趋势，按日历期对齐
现金及短期投资APTVATMU
| Q4 25 | $1.9B | $236.4M | ||
| Q3 25 | $1.6B | $218.3M | ||
| Q2 25 | $1.4B | $190.8M | ||
| Q1 25 | $1.1B | $183.3M | ||
| Q4 24 | $1.6B | $184.3M | ||
| Q3 24 | $1.8B | $196.8M | ||
| Q2 24 | $2.2B | $160.5M | ||
| Q1 24 | $941.0M | $149.2M |
总债务APTVATMU
| Q4 25 | $7.5B | $570.0M | ||
| Q3 25 | $7.6B | $577.5M | ||
| Q2 25 | $7.8B | $585.0M | ||
| Q1 25 | $7.6B | $588.8M | ||
| Q4 24 | $7.8B | $592.5M | ||
| Q3 24 | $8.3B | $596.2M | ||
| Q2 24 | $5.5B | $600.0M | ||
| Q1 24 | $4.7B | $600.0M |
股东权益APTVATMU
| Q4 25 | $9.2B | $378.5M | ||
| Q3 25 | $9.3B | $336.7M | ||
| Q2 25 | $9.7B | $316.3M | ||
| Q1 25 | $9.0B | $265.3M | ||
| Q4 24 | $8.8B | $227.4M | ||
| Q3 24 | $8.9B | $221.2M | ||
| Q2 24 | $11.5B | $178.1M | ||
| Q1 24 | $11.1B | $121.8M |
总资产APTVATMU
| Q4 25 | $23.4B | $1.4B | ||
| Q3 25 | $23.5B | $1.3B | ||
| Q2 25 | $23.9B | $1.3B | ||
| Q1 25 | $23.1B | $1.2B | ||
| Q4 24 | $23.5B | $1.2B | ||
| Q3 24 | $24.8B | $1.2B | ||
| Q2 24 | $24.8B | $1.2B | ||
| Q1 24 | $23.6B | $1.1B |
负债/权益比APTVATMU
| Q4 25 | 0.81× | 1.51× | ||
| Q3 25 | 0.82× | 1.72× | ||
| Q2 25 | 0.80× | 1.85× | ||
| Q1 25 | 0.85× | 2.22× | ||
| Q4 24 | 0.89× | 2.61× | ||
| Q3 24 | 0.93× | 2.70× | ||
| Q2 24 | 0.48× | 3.37× | ||
| Q1 24 | 0.42× | 4.93× |
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 | $47.5M |
| 自由现金流经营现金流 - 资本支出 | $651.0M | $31.2M |
| 自由现金流率自由现金流/营收 | 12.6% | 7.0% |
| 资本支出强度资本支出/营收 | 3.2% | 3.6% |
| 现金转化率经营现金流/净利润 | 5.93× | 0.99× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $148.8M |
8季度趋势，按日历期对齐
经营现金流APTVATMU
| Q4 25 | $818.0M | $47.5M | ||
| Q3 25 | $584.0M | $82.1M | ||
| Q2 25 | $510.0M | $44.4M | ||
| Q1 25 | $273.0M | $28.7M | ||
| Q4 24 | $1.1B | $20.0M | ||
| Q3 24 | $499.0M | $70.7M | ||
| Q2 24 | $643.0M | $22.9M | ||
| Q1 24 | $244.0M | $-8.2M |
自由现金流APTVATMU
| Q4 25 | $651.0M | $31.2M | ||
| Q3 25 | $441.0M | $68.9M | ||
| Q2 25 | $361.0M | $32.4M | ||
| Q1 25 | $76.0M | $16.3M | ||
| Q4 24 | $894.0M | $10.0M | ||
| Q3 24 | $326.0M | $54.3M | ||
| Q2 24 | $417.0M | $11.3M | ||
| Q1 24 | $-21.0M | $-18.8M |
自由现金流率APTVATMU
| Q4 25 | 12.6% | 7.0% | ||
| Q3 25 | 8.5% | 15.4% | ||
| Q2 25 | 6.9% | 7.1% | ||
| Q1 25 | 1.6% | 3.9% | ||
| Q4 24 | 18.2% | 2.5% | ||
| Q3 24 | 6.7% | 13.5% | ||
| Q2 24 | 8.3% | 2.6% | ||
| Q1 24 | -0.4% | -4.4% |
资本支出强度APTVATMU
| Q4 25 | 3.2% | 3.6% | ||
| Q3 25 | 2.7% | 2.9% | ||
| Q2 25 | 2.9% | 2.6% | ||
| Q1 25 | 4.1% | 3.0% | ||
| Q4 24 | 3.4% | 2.5% | ||
| Q3 24 | 3.6% | 4.1% | ||
| Q2 24 | 4.5% | 2.7% | ||
| Q1 24 | 5.4% | 2.5% |
现金转化率APTVATMU
| Q4 25 | 5.93× | 0.99× | ||
| Q3 25 | — | 1.50× | ||
| Q2 25 | 1.30× | 0.74× | ||
| Q1 25 | — | 0.64× | ||
| Q4 24 | 3.96× | 0.50× | ||
| Q3 24 | 1.37× | 1.61× | ||
| Q2 24 | 0.69× | 0.41× | ||
| Q1 24 | 1.12× | -0.18× |
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% |
ATMU
| Fuel Products | $219.1M | 49% |
| Lube | $84.8M | 19% |
| Air | $74.0M | 17% |
| Other | $68.7M | 15% |
| Related Party | $14.9M | 3% |
