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安波福（APTV）与BRIGHT HORIZONS FAMILY SOLUTIONS INC.（BFAM）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BRIGHT HORIZONS FAMILY SOLUTIONS INC.的7.0倍（$5.2B vs $733.7M）。BRIGHT HORIZONS FAMILY SOLUTIONS INC.同比增速更快（8.8% vs 5.0%）。安波福自由现金流更多（$651.0M vs $258.5M）。过去两年BRIGHT HORIZONS FAMILY SOLUTIONS INC.的营收复合增速更高（8.5% 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。
Bright Horizons Family Solutions总部位于美国马萨诸塞州牛顿市，是美国规模最大的雇主赞助育儿服务运营商，除核心育儿服务外，还提供备用育儿、老人照护、学费项目管理、教育咨询、学生贷款偿还方案等多元服务，覆盖企业员工福利及教育支持领域。
APTV vs BFAM — 直观对比
营收规模更大
APTV
是对方的7.0倍
$733.7M
营收增速更快
BFAM
高出3.8%
5.0%
自由现金流更多
APTV
多$392.5M
$258.5M
两年增速更快
BFAM
近两年复合增速
2.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.2B | $733.7M |
| 净利润 | $138.0M | — |
| 毛利率 | 18.7% | 19.3% |
| 营业利润率 | 8.2% | 6.2% |
| 净利率 | 2.7% | — |
| 营收同比 | 5.0% | 8.8% |
| 净利润同比 | -48.5% | — |
| 每股收益（稀释后） | $0.63 | $0.38 |
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APTVBFAM
| Q4 25 | $5.2B | $733.7M | ||
| Q3 25 | $5.2B | $802.8M | ||
| Q2 25 | $5.2B | $731.6M | ||
| Q1 25 | $4.8B | $665.5M | ||
| Q4 24 | $4.9B | $674.1M | ||
| Q3 24 | $4.9B | $719.1M | ||
| Q2 24 | $5.1B | $670.1M | ||
| Q1 24 | $4.9B | $622.7M |
净利润APTVBFAM
| Q4 25 | $138.0M | — | ||
| Q3 25 | $-355.0M | $78.6M | ||
| Q2 25 | $393.0M | $54.8M | ||
| Q1 25 | $-11.0M | $38.0M | ||
| Q4 24 | $268.0M | — | ||
| Q3 24 | $363.0M | $54.9M | ||
| Q2 24 | $938.0M | $39.2M | ||
| Q1 24 | $218.0M | $17.0M |
毛利率APTVBFAM
| Q4 25 | 18.7% | 19.3% | ||
| Q3 25 | 19.5% | 27.0% | ||
| Q2 25 | 19.1% | 25.0% | ||
| Q1 25 | 19.1% | 23.4% | ||
| Q4 24 | 19.6% | 20.8% | ||
| Q3 24 | 18.6% | 25.2% | ||
| Q2 24 | 19.2% | 24.2% | ||
| Q1 24 | 17.9% | 21.7% |
营业利润率APTVBFAM
| Q4 25 | 8.2% | 6.2% | ||
| Q3 25 | -3.4% | 15.1% | ||
| Q2 25 | 9.3% | 11.8% | ||
| Q1 25 | 9.3% | 9.4% | ||
| Q4 24 | 9.8% | 7.2% | ||
| Q3 24 | 10.4% | 12.4% | ||
| Q2 24 | 8.7% | 10.3% | ||
| Q1 24 | 8.5% | 6.4% |
净利率APTVBFAM
| Q4 25 | 2.7% | — | ||
| Q3 25 | -6.8% | 9.8% | ||
| Q2 25 | 7.5% | 7.5% | ||
| Q1 25 | -0.2% | 5.7% | ||
| Q4 24 | 5.5% | — | ||
| Q3 24 | 7.5% | 7.6% | ||
| Q2 24 | 18.6% | 5.8% | ||
| Q1 24 | 4.4% | 2.7% |
每股收益（稀释后）APTVBFAM
| Q4 25 | $0.63 | $0.38 | ||
| Q3 25 | $-1.63 | $1.37 | ||
| Q2 25 | $1.80 | $0.95 | ||
| Q1 25 | $-0.05 | $0.66 | ||
| Q4 24 | $1.22 | $0.50 | ||
| Q3 24 | $1.48 | $0.94 | ||
| Q2 24 | $3.47 | $0.67 | ||
| Q1 24 | $0.79 | $0.29 |
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 | $140.1M |
| 总债务越低越好 | $7.5B | $747.6M |
| 股东权益账面价值 | $9.2B | $1.3B |
| 总资产 | $23.4B | $3.9B |
| 负债/权益比越低杠杆越低 | 0.81× | 0.56× |
8季度趋势，按日历期对齐
现金及短期投资APTVBFAM
| Q4 25 | $1.9B | $140.1M | ||
| Q3 25 | $1.6B | $116.6M | ||
| Q2 25 | $1.4B | $179.2M | ||
| Q1 25 | $1.1B | $112.0M | ||
| Q4 24 | $1.6B | $110.3M | ||
| Q3 24 | $1.8B | $109.9M | ||
| Q2 24 | $2.2B | $140.2M | ||
| Q1 24 | $941.0M | $63.7M |
总债务APTVBFAM
| Q4 25 | $7.5B | $747.6M | ||
| Q3 25 | $7.6B | $747.5M | ||
| Q2 25 | $7.8B | $797.0M | ||
| Q1 25 | $7.6B | $872.7M | ||
| Q4 24 | $7.8B | $918.4M | ||
| Q3 24 | $8.3B | $925.7M | ||
| Q2 24 | $5.5B | $931.9M | ||
| Q1 24 | $4.7B | $938.1M |
股东权益APTVBFAM
| Q4 25 | $9.2B | $1.3B | ||
| Q3 25 | $9.3B | $1.4B | ||
| Q2 25 | $9.7B | $1.4B | ||
| Q1 25 | $9.0B | $1.3B | ||
| Q4 24 | $8.8B | $1.3B | ||
| Q3 24 | $8.9B | $1.4B | ||
| Q2 24 | $11.5B | $1.3B | ||
| Q1 24 | $11.1B | $1.2B |
总资产APTVBFAM
| Q4 25 | $23.4B | $3.9B | ||
| Q3 25 | $23.5B | $3.9B | ||
| Q2 25 | $23.9B | $3.9B | ||
| Q1 25 | $23.1B | $3.8B | ||
| Q4 24 | $23.5B | $3.9B | ||
| Q3 24 | $24.8B | $3.9B | ||
| Q2 24 | $24.8B | $3.8B | ||
| Q1 24 | $23.6B | $3.8B |
负债/权益比APTVBFAM
| Q4 25 | 0.81× | 0.56× | ||
| Q3 25 | 0.82× | 0.52× | ||
| Q2 25 | 0.80× | 0.57× | ||
| Q1 25 | 0.85× | 0.66× | ||
| Q4 24 | 0.89× | 0.72× | ||
| Q3 24 | 0.93× | 0.66× | ||
| Q2 24 | 0.48× | 0.73× | ||
| Q1 24 | 0.42× | 0.76× |
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 | $350.7M |
| 自由现金流经营现金流 - 资本支出 | $651.0M | $258.5M |
| 自由现金流率自由现金流/营收 | 12.6% | 35.2% |
| 资本支出强度资本支出/营收 | 3.2% | 12.6% |
| 现金转化率经营现金流/净利润 | 5.93× | — |
| 过去12个月自由现金流最近4个季度 | $1.5B | $402.4M |
8季度趋势，按日历期对齐
经营现金流APTVBFAM
| Q4 25 | $818.0M | $350.7M | ||
| Q3 25 | $584.0M | $-17.6M | ||
| Q2 25 | $510.0M | $134.2M | ||
| Q1 25 | $273.0M | $86.2M | ||
| Q4 24 | $1.1B | $337.5M | ||
| Q3 24 | $499.0M | $-8.9M | ||
| Q2 24 | $643.0M | $109.4M | ||
| Q1 24 | $244.0M | $116.3M |
自由现金流APTVBFAM
| Q4 25 | $651.0M | $258.5M | ||
| Q3 25 | $441.0M | $-42.4M | ||
| Q2 25 | $361.0M | $115.4M | ||
| Q1 25 | $76.0M | $70.9M | ||
| Q4 24 | $894.0M | $240.2M | ||
| Q3 24 | $326.0M | $-32.2M | ||
| Q2 24 | $417.0M | $86.8M | ||
| Q1 24 | $-21.0M | $96.9M |
自由现金流率APTVBFAM
| Q4 25 | 12.6% | 35.2% | ||
| Q3 25 | 8.5% | -5.3% | ||
| Q2 25 | 6.9% | 15.8% | ||
| Q1 25 | 1.6% | 10.7% | ||
| Q4 24 | 18.2% | 35.6% | ||
| Q3 24 | 6.7% | -4.5% | ||
| Q2 24 | 8.3% | 13.0% | ||
| Q1 24 | -0.4% | 15.6% |
资本支出强度APTVBFAM
| Q4 25 | 3.2% | 12.6% | ||
| Q3 25 | 2.7% | 3.1% | ||
| Q2 25 | 2.9% | 2.6% | ||
| Q1 25 | 4.1% | 2.3% | ||
| Q4 24 | 3.4% | 14.4% | ||
| Q3 24 | 3.6% | 3.2% | ||
| Q2 24 | 4.5% | 3.4% | ||
| Q1 24 | 5.4% | 3.1% |
现金转化率APTVBFAM
| Q4 25 | 5.93× | — | ||
| Q3 25 | — | -0.22× | ||
| Q2 25 | 1.30× | 2.45× | ||
| Q1 25 | — | 2.26× | ||
| Q4 24 | 3.96× | — | ||
| Q3 24 | 1.37× | -0.16× | ||
| Q2 24 | 0.69× | 2.79× | ||
| Q1 24 | 1.12× | 6.85× |
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% |
BFAM
暂无分部数据
