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安波福（APTV）与Core & Main, Inc.（CNM）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Core & Main, Inc.的2.5倍（$5.2B vs $2.1B）。Core & Main, Inc.净利率更高（6.6% vs 2.7%，领先4.0%）。Core & Main, Inc.同比增速更快（43.2% vs 5.0%）。过去两年Core & Main, Inc.的营收复合增速更高（8.8% 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。
Core & Main, Inc.总部位于美国密苏里州圣路易斯，是美国专业的水务及相关防护产品分销商，主营供水、污水处理、雨水排放、消防防护类产品，客户覆盖市政部门、私营水务企业及专业承包商，在全美49个州设有370个分支机构，服务6万客户，在售产品达22.5万种。
APTV vs CNM — 直观对比
营收规模更大
APTV
是对方的2.5倍
$2.1B
营收增速更快
CNM
高出38.2%
5.0%
净利率更高
CNM
高出4.0%
2.7%
两年增速更快
CNM
近两年复合增速
2.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.2B | $2.1B |
| 净利润 | $138.0M | $137.0M |
| 毛利率 | 18.7% | 27.2% |
| 营业利润率 | 8.2% | 10.7% |
| 净利率 | 2.7% | 6.6% |
| 营收同比 | 5.0% | 43.2% |
| 净利润同比 | -48.5% | 117.5% |
| 每股收益（稀释后） | $0.63 | $0.72 |
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APTVCNM
| Q4 25 | $5.2B | $2.1B | ||
| Q3 25 | $5.2B | $2.1B | ||
| Q2 25 | $5.2B | $1.9B | ||
| Q1 25 | $4.8B | $1.7B | ||
| Q4 24 | $4.9B | $2.0B | ||
| Q3 24 | $4.9B | $2.0B | ||
| Q2 24 | $5.1B | $1.7B | ||
| Q1 24 | $4.9B | — |
净利润APTVCNM
| Q4 25 | $138.0M | $137.0M | ||
| Q3 25 | $-355.0M | $134.0M | ||
| Q2 25 | $393.0M | $100.0M | ||
| Q1 25 | $-11.0M | $64.0M | ||
| Q4 24 | $268.0M | $133.0M | ||
| Q3 24 | $363.0M | $119.0M | ||
| Q2 24 | $938.0M | $95.0M | ||
| Q1 24 | $218.0M | — |
毛利率APTVCNM
| Q4 25 | 18.7% | 27.2% | ||
| Q3 25 | 19.5% | 26.8% | ||
| Q2 25 | 19.1% | 26.7% | ||
| Q1 25 | 19.1% | 26.6% | ||
| Q4 24 | 19.6% | 26.6% | ||
| Q3 24 | 18.6% | 26.4% | ||
| Q2 24 | 19.2% | 26.9% | ||
| Q1 24 | 17.9% | — |
营业利润率APTVCNM
| Q4 25 | 8.2% | 10.7% | ||
| Q3 25 | -3.4% | 10.2% | ||
| Q2 25 | 9.3% | 8.9% | ||
| Q1 25 | 9.3% | 7.3% | ||
| Q4 24 | 9.8% | 10.9% | ||
| Q3 24 | 10.4% | 10.4% | ||
| Q2 24 | 8.7% | 9.6% | ||
| Q1 24 | 8.5% | — |
净利率APTVCNM
| Q4 25 | 2.7% | 6.6% | ||
| Q3 25 | -6.8% | 6.4% | ||
| Q2 25 | 7.5% | 5.2% | ||
| Q1 25 | -0.2% | 3.8% | ||
| Q4 24 | 5.5% | 6.5% | ||
| Q3 24 | 7.5% | 6.1% | ||
| Q2 24 | 18.6% | 5.5% | ||
| Q1 24 | 4.4% | — |
每股收益（稀释后）APTVCNM
| Q4 25 | $0.63 | $0.72 | ||
| Q3 25 | $-1.63 | $0.70 | ||
| Q2 25 | $1.80 | $0.52 | ||
| Q1 25 | $-0.05 | $0.34 | ||
| Q4 24 | $1.22 | $0.69 | ||
| Q3 24 | $1.48 | $0.61 | ||
| Q2 24 | $3.47 | $0.49 | ||
| Q1 24 | $0.79 | — |
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 | $89.0M |
| 总债务越低越好 | $7.5B | — |
| 股东权益账面价值 | $9.2B | $2.0B |
| 总资产 | $23.4B | $6.3B |
| 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APTVCNM
| Q4 25 | $1.9B | $89.0M | ||
| Q3 25 | $1.6B | $25.0M | ||
| Q2 25 | $1.4B | $8.0M | ||
| Q1 25 | $1.1B | $8.0M | ||
| Q4 24 | $1.6B | $10.0M | ||
| Q3 24 | $1.8B | $13.0M | ||
| Q2 24 | $2.2B | $30.0M | ||
| Q1 24 | $941.0M | — |
总债务APTVCNM
| 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APTVCNM
| Q4 25 | $9.2B | $2.0B | ||
| Q3 25 | $9.3B | $1.9B | ||
| Q2 25 | $9.7B | $1.7B | ||
| Q1 25 | $9.0B | $1.7B | ||
| Q4 24 | $8.8B | $1.7B | ||
| Q3 24 | $8.9B | $1.6B | ||
| Q2 24 | $11.5B | $1.6B | ||
| Q1 24 | $11.1B | — |
总资产APTVCNM
| Q4 25 | $23.4B | $6.3B | ||
| Q3 25 | $23.5B | $6.3B | ||
| Q2 25 | $23.9B | $6.3B | ||
| Q1 25 | $23.1B | $5.9B | ||
| Q4 24 | $23.5B | $6.2B | ||
| Q3 24 | $24.8B | $6.1B | ||
| Q2 24 | $24.8B | $6.0B | ||
| Q1 24 | $23.6B | — |
负债/权益比APTVCNM
| 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 | — |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $1.5B | $575.0M |
8季度趋势，按日历期对齐
经营现金流APTVCNM
| Q4 25 | $818.0M | — | ||
| Q3 25 | $584.0M | $34.0M | ||
| Q2 25 | $510.0M | $77.0M | ||
| Q1 25 | $273.0M | $235.0M | ||
| Q4 24 | $1.1B | $260.0M | ||
| Q3 24 | $499.0M | $48.0M | ||
| Q2 24 | $643.0M | $78.0M | ||
| Q1 24 | $244.0M | — |
自由现金流APTVCNM
| Q4 25 | $651.0M | — | ||
| Q3 25 | $441.0M | $24.0M | ||
| Q2 25 | $361.0M | $64.0M | ||
| Q1 25 | $76.0M | $224.0M | ||
| Q4 24 | $894.0M | $252.0M | ||
| Q3 24 | $326.0M | $39.0M | ||
| Q2 24 | $417.0M | $71.0M | ||
| Q1 24 | $-21.0M | — |
自由现金流率APTVCNM
| Q4 25 | 12.6% | — | ||
| Q3 25 | 8.5% | 1.1% | ||
| Q2 25 | 6.9% | 3.3% | ||
| Q1 25 | 1.6% | 13.2% | ||
| Q4 24 | 18.2% | 12.4% | ||
| Q3 24 | 6.7% | 2.0% | ||
| Q2 24 | 8.3% | 4.1% | ||
| Q1 24 | -0.4% | — |
资本支出强度APTVCNM
| Q4 25 | 3.2% | — | ||
| Q3 25 | 2.7% | 0.5% | ||
| Q2 25 | 2.9% | 0.7% | ||
| Q1 25 | 4.1% | 0.6% | ||
| Q4 24 | 3.4% | 0.4% | ||
| Q3 24 | 3.6% | 0.5% | ||
| Q2 24 | 4.5% | 0.4% | ||
| Q1 24 | 5.4% | — |
现金转化率APTVCNM
| Q4 25 | 5.93× | — | ||
| Q3 25 | — | 0.25× | ||
| Q2 25 | 1.30× | 0.77× | ||
| Q1 25 | — | 3.67× | ||
| Q4 24 | 3.96× | 1.95× | ||
| Q3 24 | 1.37× | 0.40× | ||
| Q2 24 | 0.69× | 0.82× | ||
| Q1 24 | 1.12× | — |
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% |
CNM
| Pipes Valves And Fitting Products | $1.4B | 67% |
| Storm Drainage Products | $333.0M | 16% |
| Meter Products | $195.0M | 9% |
| Fire Protection Products | $152.0M | 7% |
