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安波福（APTV）与BlueLinx Holdings Inc.（BXC）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BlueLinx Holdings Inc.的6.9倍（$5.2B vs $748.9M），安波福净利率更高（2.7% vs 0.2%，领先2.5%），安波福同比增速更快（5.0% vs 0.2%），安波福自由现金流更多（$651.0M vs $52.7M），过去两年安波福的营收复合增速更高（2.5% 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。
BlueLinx Holdings Inc.是美国经营建材与工业产品的批发分销商，总部位于佐治亚州亚特兰大，目前由Shyam Reddy担任公司总裁兼首席执行官，在美国本土相关分销领域开展业务
APTV vs BXC — 直观对比
营收规模更大
APTV
是对方的6.9倍
$748.9M
营收增速更快
APTV
高出4.8%
0.2%
净利率更高
APTV
高出2.5%
0.2%
自由现金流更多
APTV
多$598.3M
$52.7M
两年增速更快
APTV
近两年复合增速
2.5%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $5.2B | $748.9M |
| 净利润 | $138.0M | $1.7M |
| 毛利率 | 18.7% | 14.4% |
| 营业利润率 | 8.2% | 1.3% |
| 净利率 | 2.7% | 0.2% |
| 营收同比 | 5.0% | 0.2% |
| 净利润同比 | -48.5% | -89.7% |
| 每股收益（稀释后） | $0.63 | $0.20 |
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APTVBXC
| Q4 25 | $5.2B | — | ||
| Q3 25 | $5.2B | $748.9M | ||
| Q2 25 | $5.2B | $780.1M | ||
| Q1 25 | $4.8B | $709.2M | ||
| Q4 24 | $4.9B | $710.6M | ||
| Q3 24 | $4.9B | $747.3M | ||
| Q2 24 | $5.1B | $768.4M | ||
| Q1 24 | $4.9B | $726.2M |
净利润APTVBXC
| Q4 25 | $138.0M | — | ||
| Q3 25 | $-355.0M | $1.7M | ||
| Q2 25 | $393.0M | $4.3M | ||
| Q1 25 | $-11.0M | $2.8M | ||
| Q4 24 | $268.0M | — | ||
| Q3 24 | $363.0M | $16.0M | ||
| Q2 24 | $938.0M | $14.3M | ||
| Q1 24 | $218.0M | $17.5M |
毛利率APTVBXC
| Q4 25 | 18.7% | — | ||
| Q3 25 | 19.5% | 14.4% | ||
| Q2 25 | 19.1% | 15.3% | ||
| Q1 25 | 19.1% | 15.7% | ||
| Q4 24 | 19.6% | 15.9% | ||
| Q3 24 | 18.6% | 16.8% | ||
| Q2 24 | 19.2% | 15.9% | ||
| Q1 24 | 17.9% | 17.6% |
营业利润率APTVBXC
| Q4 25 | 8.2% | — | ||
| Q3 25 | -3.4% | 1.3% | ||
| Q2 25 | 9.3% | 1.9% | ||
| Q1 25 | 9.3% | 1.5% | ||
| Q4 24 | 9.8% | 1.7% | ||
| Q3 24 | 10.4% | 3.2% | ||
| Q2 24 | 8.7% | 3.1% | ||
| Q1 24 | 8.5% | 3.8% |
净利率APTVBXC
| Q4 25 | 2.7% | — | ||
| Q3 25 | -6.8% | 0.2% | ||
| Q2 25 | 7.5% | 0.6% | ||
| Q1 25 | -0.2% | 0.4% | ||
| Q4 24 | 5.5% | — | ||
| Q3 24 | 7.5% | 2.1% | ||
| Q2 24 | 18.6% | 1.9% | ||
| Q1 24 | 4.4% | 2.4% |
每股收益（稀释后）APTVBXC
| Q4 25 | $0.63 | — | ||
| Q3 25 | $-1.63 | $0.20 | ||
| Q2 25 | $1.80 | $0.54 | ||
| Q1 25 | $-0.05 | $0.33 | ||
| Q4 24 | $1.22 | $0.67 | ||
| Q3 24 | $1.48 | $1.87 | ||
| Q2 24 | $3.47 | $1.65 | ||
| Q1 24 | $0.79 | $2.00 |
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 | $429.4M |
| 总债务越低越好 | $7.5B | $598.5M |
| 股东权益账面价值 | $9.2B | $623.0M |
| 总资产 | $23.4B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.81× | 0.96× |
8季度趋势，按日历期对齐
现金及短期投资APTVBXC
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.6B | $429.4M | ||
| Q2 25 | $1.4B | $386.8M | ||
| Q1 25 | $1.1B | $449.0M | ||
| Q4 24 | $1.6B | $505.6M | ||
| Q3 24 | $1.8B | $526.3M | ||
| Q2 24 | $2.2B | $491.4M | ||
| Q1 24 | $941.0M | $481.3M |
总债务APTVBXC
| Q4 25 | $7.5B | — | ||
| Q3 25 | $7.6B | $598.5M | ||
| Q2 25 | $7.8B | $596.4M | ||
| Q1 25 | $7.6B | $596.6M | ||
| Q4 24 | $7.8B | $575.1M | ||
| Q3 24 | $8.3B | $576.0M | ||
| Q2 24 | $5.5B | $574.6M | ||
| Q1 24 | $4.7B | $574.0M |
股东权益APTVBXC
| Q4 25 | $9.2B | — | ||
| Q3 25 | $9.3B | $623.0M | ||
| Q2 25 | $9.7B | $621.3M | ||
| Q1 25 | $9.0B | $636.1M | ||
| Q4 24 | $8.8B | $646.4M | ||
| Q3 24 | $8.9B | $655.6M | ||
| Q2 24 | $11.5B | $652.3M | ||
| Q1 24 | $11.1B | $653.2M |
总资产APTVBXC
| Q4 25 | $23.4B | — | ||
| Q3 25 | $23.5B | $1.6B | ||
| Q2 25 | $23.9B | $1.6B | ||
| Q1 25 | $23.1B | $1.6B | ||
| Q4 24 | $23.5B | $1.6B | ||
| Q3 24 | $24.8B | $1.6B | ||
| Q2 24 | $24.8B | $1.6B | ||
| Q1 24 | $23.6B | $1.6B |
负债/权益比APTVBXC
| Q4 25 | 0.81× | — | ||
| Q3 25 | 0.82× | 0.96× | ||
| Q2 25 | 0.80× | 0.96× | ||
| Q1 25 | 0.85× | 0.94× | ||
| Q4 24 | 0.89× | 0.89× | ||
| Q3 24 | 0.93× | 0.88× | ||
| Q2 24 | 0.48× | 0.88× | ||
| Q1 24 | 0.42× | 0.88× |
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 | $58.6M |
| 自由现金流经营现金流 - 资本支出 | $651.0M | $52.7M |
| 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% | 0.8% |
| 现金转化率经营现金流/净利润 | 5.93× | 35.42× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $-25.1M |
8季度趋势，按日历期对齐
经营现金流APTVBXC
| Q4 25 | $818.0M | — | ||
| Q3 25 | $584.0M | $58.6M | ||
| Q2 25 | $510.0M | $-26.8M | ||
| Q1 25 | $273.0M | $-33.9M | ||
| Q4 24 | $1.1B | $18.7M | ||
| Q3 24 | $499.0M | $61.8M | ||
| Q2 24 | $643.0M | $35.8M | ||
| Q1 24 | $244.0M | $-31.1M |
自由现金流APTVBXC
| Q4 25 | $651.0M | — | ||
| Q3 25 | $441.0M | $52.7M | ||
| Q2 25 | $361.0M | $-36.4M | ||
| Q1 25 | $76.0M | $-39.8M | ||
| Q4 24 | $894.0M | $-1.5M | ||
| Q3 24 | $326.0M | $53.8M | ||
| Q2 24 | $417.0M | $29.3M | ||
| Q1 24 | $-21.0M | $-36.6M |
自由现金流率APTVBXC
| Q4 25 | 12.6% | — | ||
| Q3 25 | 8.5% | 7.0% | ||
| Q2 25 | 6.9% | -4.7% | ||
| Q1 25 | 1.6% | -5.6% | ||
| Q4 24 | 18.2% | -0.2% | ||
| Q3 24 | 6.7% | 7.2% | ||
| Q2 24 | 8.3% | 3.8% | ||
| Q1 24 | -0.4% | -5.0% |
资本支出强度APTVBXC
| Q4 25 | 3.2% | — | ||
| Q3 25 | 2.7% | 0.8% | ||
| Q2 25 | 2.9% | 1.2% | ||
| Q1 25 | 4.1% | 0.8% | ||
| Q4 24 | 3.4% | 2.9% | ||
| Q3 24 | 3.6% | 1.1% | ||
| Q2 24 | 4.5% | 0.8% | ||
| Q1 24 | 5.4% | 0.8% |
现金转化率APTVBXC
| Q4 25 | 5.93× | — | ||
| Q3 25 | — | 35.42× | ||
| Q2 25 | 1.30× | -6.21× | ||
| Q1 25 | — | -12.09× | ||
| Q4 24 | 3.96× | — | ||
| Q3 24 | 1.37× | 3.86× | ||
| Q2 24 | 0.69× | 2.50× | ||
| Q1 24 | 1.12× | -1.78× |
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% |
BXC
| Specialty Products | $525.5M | 70% |
| Structural Products | $223.4M | 30% |
