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安波福（APTV）与安富利（AVT）财务数据对比。点击上方公司名可切换其他公司
安富利的季度营收约是安波福的1.2倍（$6.3B vs $5.2B）。安波福净利率更高（2.7% vs 1.0%，领先1.7%）。安富利同比增速更快（11.6% vs 5.0%）。安波福自由现金流更多（$651.0M vs $192.9M）。过去两年安富利的营收复合增速更高（5.7% vs 2.5%）
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。
安富利是全球知名的电子元器件分销商，总部位于美国亚利桑那州凤凰城，由查尔斯·安富利于1921年创立，最初起步于曼哈顿无线电街。1955年公司正式注册成立，1961年在纽约证券交易所上市，2018年5月8日转至纳斯达克挂牌交易，股票代码仍为AVT。
APTV vs AVT — 直观对比
营收规模更大
AVT
是对方的1.2倍
$5.2B
营收增速更快
AVT
高出6.6%
5.0%
净利率更高
APTV
高出1.7%
1.0%
自由现金流更多
APTV
多$458.1M
$192.9M
两年增速更快
AVT
近两年复合增速
2.5%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $5.2B | $6.3B |
| 净利润 | $138.0M | $61.7M |
| 毛利率 | 18.7% | 10.5% |
| 营业利润率 | 8.2% | 2.3% |
| 净利率 | 2.7% | 1.0% |
| 营收同比 | 5.0% | 11.6% |
| 净利润同比 | -48.5% | -29.2% |
| 每股收益（稀释后） | $0.63 | $0.75 |
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APTVAVT
| Q4 25 | $5.2B | $6.3B | ||
| Q3 25 | $5.2B | $5.9B | ||
| Q2 25 | $5.2B | $5.6B | ||
| Q1 25 | $4.8B | $5.3B | ||
| Q4 24 | $4.9B | $5.7B | ||
| Q3 24 | $4.9B | $5.6B | ||
| Q2 24 | $5.1B | $5.6B | ||
| Q1 24 | $4.9B | $5.7B |
净利润APTVAVT
| Q4 25 | $138.0M | $61.7M | ||
| Q3 25 | $-355.0M | $51.7M | ||
| Q2 25 | $393.0M | $6.1M | ||
| Q1 25 | $-11.0M | $87.9M | ||
| Q4 24 | $268.0M | $87.3M | ||
| Q3 24 | $363.0M | $59.0M | ||
| Q2 24 | $938.0M | $82.7M | ||
| Q1 24 | $218.0M | $88.8M |
毛利率APTVAVT
| Q4 25 | 18.7% | 10.5% | ||
| Q3 25 | 19.5% | 10.4% | ||
| Q2 25 | 19.1% | 10.6% | ||
| Q1 25 | 19.1% | 11.1% | ||
| Q4 24 | 19.6% | 10.5% | ||
| Q3 24 | 18.6% | 10.8% | ||
| Q2 24 | 19.2% | 11.6% | ||
| Q1 24 | 17.9% | 11.8% |
营业利润率APTVAVT
| Q4 25 | 8.2% | 2.3% | ||
| Q3 25 | -3.4% | 2.4% | ||
| Q2 25 | 9.3% | 1.3% | ||
| Q1 25 | 9.3% | 2.7% | ||
| Q4 24 | 9.8% | 2.7% | ||
| Q3 24 | 10.4% | 2.5% | ||
| Q2 24 | 8.7% | 3.0% | ||
| Q1 24 | 8.5% | 3.4% |
净利率APTVAVT
| Q4 25 | 2.7% | 1.0% | ||
| Q3 25 | -6.8% | 0.9% | ||
| Q2 25 | 7.5% | 0.1% | ||
| Q1 25 | -0.2% | 1.7% | ||
| Q4 24 | 5.5% | 1.5% | ||
| Q3 24 | 7.5% | 1.1% | ||
| Q2 24 | 18.6% | 1.5% | ||
| Q1 24 | 4.4% | 1.6% |
每股收益（稀释后）APTVAVT
| Q4 25 | $0.63 | $0.75 | ||
| Q3 25 | $-1.63 | $0.61 | ||
| Q2 25 | $1.80 | $0.09 | ||
| Q1 25 | $-0.05 | $1.01 | ||
| Q4 24 | $1.22 | $0.99 | ||
| Q3 24 | $1.48 | $0.66 | ||
| Q2 24 | $3.47 | $0.93 | ||
| Q1 24 | $0.79 | $0.97 |
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 | $286.5M |
| 总债务越低越好 | $7.5B | — |
| 股东权益账面价值 | $9.2B | $4.9B |
| 总资产 | $23.4B | $13.2B |
| 负债/权益比越低杠杆越低 | 0.81× | — |
8季度趋势，按日历期对齐
现金及短期投资APTVAVT
| Q4 25 | $1.9B | $286.5M | ||
| Q3 25 | $1.6B | $175.5M | ||
| Q2 25 | $1.4B | $192.4M | ||
| Q1 25 | $1.1B | $188.9M | ||
| Q4 24 | $1.6B | $172.1M | ||
| Q3 24 | $1.8B | $267.5M | ||
| Q2 24 | $2.2B | $310.9M | ||
| Q1 24 | $941.0M | $218.5M |
总债务APTVAVT
| Q4 25 | $7.5B | — | ||
| Q3 25 | $7.6B | — | ||
| Q2 25 | $7.8B | — | ||
| Q1 25 | $7.6B | — | ||
| Q4 24 | $7.8B | — | ||
| Q3 24 | $8.3B | — | ||
| Q2 24 | $5.5B | — | ||
| Q1 24 | $4.7B | — |
股东权益APTVAVT
| Q4 25 | $9.2B | $4.9B | ||
| Q3 25 | $9.3B | $4.8B | ||
| Q2 25 | $9.7B | $5.0B | ||
| Q1 25 | $9.0B | $4.9B | ||
| Q4 24 | $8.8B | $4.8B | ||
| Q3 24 | $8.9B | $5.0B | ||
| Q2 24 | $11.5B | $4.9B | ||
| Q1 24 | $11.1B | $5.0B |
总资产APTVAVT
| Q4 25 | $23.4B | $13.2B | ||
| Q3 25 | $23.5B | $12.4B | ||
| Q2 25 | $23.9B | $12.1B | ||
| Q1 25 | $23.1B | $11.7B | ||
| Q4 24 | $23.5B | $11.9B | ||
| Q3 24 | $24.8B | $12.6B | ||
| Q2 24 | $24.8B | $12.2B | ||
| Q1 24 | $23.6B | $12.3B |
负债/权益比APTVAVT
| Q4 25 | 0.81× | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | 0.80× | — | ||
| Q1 25 | 0.85× | — | ||
| Q4 24 | 0.89× | — | ||
| Q3 24 | 0.93× | — | ||
| Q2 24 | 0.48× | — | ||
| Q1 24 | 0.42× | — |
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 | $208.2M |
| 自由现金流经营现金流 - 资本支出 | $651.0M | $192.9M |
| 自由现金流率自由现金流/营收 | 12.6% | 3.1% |
| 资本支出强度资本支出/营收 | 3.2% | 0.2% |
| 现金转化率经营现金流/净利润 | 5.93× | 3.37× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $217.7M |
8季度趋势，按日历期对齐
经营现金流APTVAVT
| Q4 25 | $818.0M | $208.2M | ||
| Q3 25 | $584.0M | $-144.6M | ||
| Q2 25 | $510.0M | $139.5M | ||
| Q1 25 | $273.0M | $140.9M | ||
| Q4 24 | $1.1B | $337.8M | ||
| Q3 24 | $499.0M | $106.3M | ||
| Q2 24 | $643.0M | $274.3M | ||
| Q1 24 | $244.0M | $499.3M |
自由现金流APTVAVT
| Q4 25 | $651.0M | $192.9M | ||
| Q3 25 | $441.0M | $-169.2M | ||
| Q2 25 | $361.0M | $79.9M | ||
| Q1 25 | $76.0M | $114.1M | ||
| Q4 24 | $894.0M | $308.5M | ||
| Q3 24 | $326.0M | $74.5M | ||
| Q2 24 | $417.0M | $248.0M | ||
| Q1 24 | $-21.0M | $457.2M |
自由现金流率APTVAVT
| Q4 25 | 12.6% | 3.1% | ||
| Q3 25 | 8.5% | -2.9% | ||
| Q2 25 | 6.9% | 1.4% | ||
| Q1 25 | 1.6% | 2.1% | ||
| Q4 24 | 18.2% | 5.4% | ||
| Q3 24 | 6.7% | 1.3% | ||
| Q2 24 | 8.3% | 4.5% | ||
| Q1 24 | -0.4% | 8.1% |
资本支出强度APTVAVT
| Q4 25 | 3.2% | 0.2% | ||
| Q3 25 | 2.7% | 0.4% | ||
| Q2 25 | 2.9% | 1.1% | ||
| Q1 25 | 4.1% | 0.5% | ||
| Q4 24 | 3.4% | 0.5% | ||
| Q3 24 | 3.6% | 0.6% | ||
| Q2 24 | 4.5% | 0.5% | ||
| Q1 24 | 5.4% | 0.7% |
现金转化率APTVAVT
| Q4 25 | 5.93× | 3.37× | ||
| Q3 25 | — | -2.79× | ||
| Q2 25 | 1.30× | 22.91× | ||
| Q1 25 | — | 1.60× | ||
| Q4 24 | 3.96× | 3.87× | ||
| Q3 24 | 1.37× | 1.80× | ||
| Q2 24 | 0.69× | 3.32× | ||
| Q1 24 | 1.12× | 5.62× |
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% |
AVT
| Electronic Components | $5.9B | 93% |
| Premier Farnell | $427.1M | 7% |
