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安波福（APTV）与Churchill Downs Inc（CHDN）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Churchill Downs Inc的7.8倍（$5.2B vs $663.0M）。Churchill Downs Inc净利率更高（12.5% vs 2.7%，领先9.8%）。安波福同比增速更快（5.0% vs 3.1%）。过去两年安波福的营收复合增速更高（2.5% vs -13.7%）
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。
丘吉尔唐斯股份有限公司是丘吉尔唐斯赛马场的母公司，起家于美国肯塔基州路易斯维尔的单一赛马场，现已发展为业务覆盖美国多州的上市企业，旗下拥有赛马场、赌场、线上投注平台等多元业务板块。
APTV vs CHDN — 直观对比
营收规模更大
APTV
是对方的7.8倍
$663.0M
营收增速更快
APTV
高出1.9%
3.1%
净利率更高
CHDN
高出9.8%
2.7%
两年增速更快
APTV
近两年复合增速
-13.7%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $5.2B | $663.0M |
| 净利润 | $138.0M | $83.0M |
| 毛利率 | 18.7% | — |
| 营业利润率 | 8.2% | 21.6% |
| 净利率 | 2.7% | 12.5% |
| 营收同比 | 5.0% | 3.1% |
| 净利润同比 | -48.5% | 7.8% |
| 每股收益（稀释后） | $0.63 | $1.16 |
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APTVCHDN
| Q1 26 | — | $663.0M | ||
| Q4 25 | $5.2B | $665.9M | ||
| Q3 25 | $5.2B | $683.0M | ||
| Q2 25 | $5.2B | $934.4M | ||
| Q1 25 | $4.8B | $642.6M | ||
| Q4 24 | $4.9B | $624.2M | ||
| Q3 24 | $4.9B | $628.5M | ||
| Q2 24 | $5.1B | $890.7M |
净利润APTVCHDN
| Q1 26 | — | $83.0M | ||
| Q4 25 | $138.0M | $51.3M | ||
| Q3 25 | $-355.0M | $38.1M | ||
| Q2 25 | $393.0M | $216.9M | ||
| Q1 25 | $-11.0M | $76.7M | ||
| Q4 24 | $268.0M | $71.7M | ||
| Q3 24 | $363.0M | $65.4M | ||
| Q2 24 | $938.0M | $209.3M |
毛利率APTVCHDN
| Q1 26 | — | — | ||
| Q4 25 | 18.7% | — | ||
| Q3 25 | 19.5% | — | ||
| Q2 25 | 19.1% | — | ||
| Q1 25 | 19.1% | — | ||
| Q4 24 | 19.6% | — | ||
| Q3 24 | 18.6% | — | ||
| Q2 24 | 19.2% | — |
营业利润率APTVCHDN
| Q1 26 | — | 21.6% | ||
| Q4 25 | 8.2% | 18.5% | ||
| Q3 25 | -3.4% | 14.3% | ||
| Q2 25 | 9.3% | 35.1% | ||
| Q1 25 | 9.3% | 20.9% | ||
| Q4 24 | 9.8% | 20.3% | ||
| Q3 24 | 10.4% | 20.0% | ||
| Q2 24 | 8.7% | 37.0% |
净利率APTVCHDN
| Q1 26 | — | 12.5% | ||
| Q4 25 | 2.7% | 7.7% | ||
| Q3 25 | -6.8% | 5.6% | ||
| Q2 25 | 7.5% | 23.2% | ||
| Q1 25 | -0.2% | 11.9% | ||
| Q4 24 | 5.5% | 11.5% | ||
| Q3 24 | 7.5% | 10.4% | ||
| Q2 24 | 18.6% | 23.5% |
每股收益（稀释后）APTVCHDN
| Q1 26 | — | $1.16 | ||
| Q4 25 | $0.63 | — | ||
| Q3 25 | $-1.63 | — | ||
| Q2 25 | $1.80 | — | ||
| Q1 25 | $-0.05 | — | ||
| Q4 24 | $1.22 | — | ||
| Q3 24 | $1.48 | — | ||
| Q2 24 | $3.47 | — |
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 | $200.0M |
| 总债务越低越好 | $7.5B | $840.0M |
| 股东权益账面价值 | $9.2B | — |
| 总资产 | $23.4B | $7.5B |
| 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APTVCHDN
| Q1 26 | — | $200.0M | ||
| Q4 25 | $1.9B | $200.6M | ||
| Q3 25 | $1.6B | $180.5M | ||
| Q2 25 | $1.4B | $182.4M | ||
| Q1 25 | $1.1B | $174.2M | ||
| Q4 24 | $1.6B | $175.5M | ||
| Q3 24 | $1.8B | $152.7M | ||
| Q2 24 | $2.2B | $140.3M |
总债务APTVCHDN
| Q1 26 | — | $840.0M | ||
| 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 | — |
股东权益APTVCHDN
| Q1 26 | — | — | ||
| Q4 25 | $9.2B | $1.0B | ||
| Q3 25 | $9.3B | $1.0B | ||
| Q2 25 | $9.7B | $1.0B | ||
| Q1 25 | $9.0B | $1.1B | ||
| Q4 24 | $8.8B | $1.1B | ||
| Q3 24 | $8.9B | $1.1B | ||
| Q2 24 | $11.5B | $1.0B |
总资产APTVCHDN
| Q1 26 | — | $7.5B | ||
| Q4 25 | $23.4B | $7.5B | ||
| Q3 25 | $23.5B | $7.5B | ||
| Q2 25 | $23.9B | $7.4B | ||
| Q1 25 | $23.1B | $7.3B | ||
| Q4 24 | $23.5B | $7.3B | ||
| Q3 24 | $24.8B | $7.2B | ||
| Q2 24 | $24.8B | $7.2B |
负债/权益比APTVCHDN
| Q1 26 | — | — | ||
| 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× | — |
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 | $295.0M |
| 自由现金流经营现金流 - 资本支出 | $651.0M | — |
| 自由现金流率自由现金流/营收 | 12.6% | — |
| 资本支出强度资本支出/营收 | 3.2% | — |
| 现金转化率经营现金流/净利润 | 5.93× | 3.55× |
| 过去12个月自由现金流最近4个季度 | $1.5B | — |
8季度趋势，按日历期对齐
经营现金流APTVCHDN
| Q1 26 | — | $295.0M | ||
| Q4 25 | $818.0M | — | ||
| Q3 25 | $584.0M | $187.7M | ||
| Q2 25 | $510.0M | — | ||
| Q1 25 | $273.0M | $246.5M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $499.0M | $169.4M | ||
| Q2 24 | $643.0M | — |
自由现金流APTVCHDN
| Q1 26 | — | — | ||
| Q4 25 | $651.0M | — | ||
| Q3 25 | $441.0M | $166.3M | ||
| Q2 25 | $361.0M | — | ||
| Q1 25 | $76.0M | $233.9M | ||
| Q4 24 | $894.0M | — | ||
| Q3 24 | $326.0M | $154.4M | ||
| Q2 24 | $417.0M | — |
自由现金流率APTVCHDN
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | — | ||
| Q3 25 | 8.5% | 24.3% | ||
| Q2 25 | 6.9% | — | ||
| Q1 25 | 1.6% | 36.4% | ||
| Q4 24 | 18.2% | — | ||
| Q3 24 | 6.7% | 24.6% | ||
| Q2 24 | 8.3% | — |
资本支出强度APTVCHDN
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | 2.6% | ||
| Q3 25 | 2.7% | 3.1% | ||
| Q2 25 | 2.9% | 2.0% | ||
| Q1 25 | 4.1% | 2.0% | ||
| Q4 24 | 3.4% | 5.4% | ||
| Q3 24 | 3.6% | 2.4% | ||
| Q2 24 | 4.5% | 2.5% |
现金转化率APTVCHDN
| Q1 26 | — | 3.55× | ||
| Q4 25 | 5.93× | — | ||
| Q3 25 | — | 4.93× | ||
| Q2 25 | 1.30× | — | ||
| Q1 25 | — | 3.21× | ||
| Q4 24 | 3.96× | — | ||
| Q3 24 | 1.37× | 2.59× | ||
| Q2 24 | 0.69× | — |
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% |
CHDN
| Live and Historical Racing | $297.0M | 45% |
| Gaming | $257.0M | 39% |
| Wagering Services and Solutions | $109.0M | 16% |
