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安波福（APTV）与Driven Brands Holdings Inc.（DRVN）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Driven Brands Holdings Inc.的9.6倍（$5.2B vs $535.7M）。Driven Brands Holdings Inc.净利率更高（11.4% vs 2.7%，领先8.7%）。Driven Brands Holdings Inc.同比增速更快（6.6% vs 5.0%）。安波福自由现金流更多（$651.0M vs $39.5M）。过去两年安波福的营收复合增速更高（2.5% vs -4.0%）
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。
该文本描述的已并非当前标的公司Driven Brands Holdings Inc.的实际业务，此处介绍的是1929年由摩根大通整合多家食品烘焙企业合并成立的包装食品企业标准品牌公司，合并对象包括弗莱希曼公司、皇家发酵粉公司等多家食品相关企业。
APTV vs DRVN — 直观对比
营收规模更大
APTV
是对方的9.6倍
$535.7M
营收增速更快
DRVN
高出1.6%
5.0%
净利率更高
DRVN
高出8.7%
2.7%
自由现金流更多
APTV
多$611.5M
$39.5M
两年增速更快
APTV
近两年复合增速
-4.0%
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.2B | $535.7M |
| 净利润 | $138.0M | $60.9M |
| 毛利率 | 18.7% | — |
| 营业利润率 | 8.2% | 11.6% |
| 净利率 | 2.7% | 11.4% |
| 营收同比 | 5.0% | 6.6% |
| 净利润同比 | -48.5% | 507.2% |
| 每股收益（稀释后） | $0.63 | $0.37 |
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APTVDRVN
| Q4 25 | $5.2B | — | ||
| Q3 25 | $5.2B | $535.7M | ||
| Q2 25 | $5.2B | $551.0M | ||
| Q1 25 | $4.8B | $516.2M | ||
| Q4 24 | $4.9B | $836.5M | ||
| Q3 24 | $4.9B | $502.3M | ||
| Q2 24 | $5.1B | $518.8M | ||
| Q1 24 | $4.9B | $482.0M |
净利润APTVDRVN
| Q4 25 | $138.0M | — | ||
| Q3 25 | $-355.0M | $60.9M | ||
| Q2 25 | $393.0M | $47.6M | ||
| Q1 25 | $-11.0M | $5.5M | ||
| Q4 24 | $268.0M | $-312.0M | ||
| Q3 24 | $363.0M | $-14.9M | ||
| Q2 24 | $938.0M | $30.2M | ||
| Q1 24 | $218.0M | $4.3M |
毛利率APTVDRVN
| 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% | — | ||
| Q1 24 | 17.9% | — |
营业利润率APTVDRVN
| Q4 25 | 8.2% | — | ||
| Q3 25 | -3.4% | 11.6% | ||
| Q2 25 | 9.3% | 6.9% | ||
| Q1 25 | 9.3% | 11.9% | ||
| Q4 24 | 9.8% | -41.6% | ||
| Q3 24 | 10.4% | 9.9% | ||
| Q2 24 | 8.7% | 17.4% | ||
| Q1 24 | 8.5% | 14.1% |
净利率APTVDRVN
| Q4 25 | 2.7% | — | ||
| Q3 25 | -6.8% | 11.4% | ||
| Q2 25 | 7.5% | 8.6% | ||
| Q1 25 | -0.2% | 1.1% | ||
| Q4 24 | 5.5% | -37.3% | ||
| Q3 24 | 7.5% | -3.0% | ||
| Q2 24 | 18.6% | 5.8% | ||
| Q1 24 | 4.4% | 0.9% |
每股收益（稀释后）APTVDRVN
| Q4 25 | $0.63 | — | ||
| Q3 25 | $-1.63 | $0.37 | ||
| Q2 25 | $1.80 | $0.29 | ||
| Q1 25 | $-0.05 | $0.04 | ||
| Q4 24 | $1.22 | $-1.93 | ||
| Q3 24 | $1.48 | $-0.09 | ||
| Q2 24 | $3.47 | $0.18 | ||
| Q1 24 | $0.79 | $0.02 |
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 | $162.0M |
| 总债务越低越好 | $7.5B | $1.9B |
| 股东权益账面价值 | $9.2B | $793.5M |
| 总资产 | $23.4B | $4.2B |
| 负债/权益比越低杠杆越低 | 0.81× | 2.44× |
8季度趋势，按日历期对齐
现金及短期投资APTVDRVN
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.6B | $162.0M | ||
| Q2 25 | $1.4B | $166.1M | ||
| Q1 25 | $1.1B | $152.0M | ||
| Q4 24 | $1.6B | $149.6M | ||
| Q3 24 | $1.8B | $204.2M | ||
| Q2 24 | $2.2B | $148.8M | ||
| Q1 24 | $941.0M | $165.5M |
总债务APTVDRVN
| Q4 25 | $7.5B | — | ||
| Q3 25 | $7.6B | $1.9B | ||
| Q2 25 | $7.8B | $2.1B | ||
| Q1 25 | $7.6B | $2.6B | ||
| Q4 24 | $7.8B | $2.7B | ||
| Q3 24 | $8.3B | $2.7B | ||
| Q2 24 | $5.5B | $2.9B | ||
| Q1 24 | $4.7B | $2.9B |
股东权益APTVDRVN
| Q4 25 | $9.2B | — | ||
| Q3 25 | $9.3B | $793.5M | ||
| Q2 25 | $9.7B | $743.4M | ||
| Q1 25 | $9.0B | $643.2M | ||
| Q4 24 | $8.8B | $607.3M | ||
| Q3 24 | $8.9B | $962.8M | ||
| Q2 24 | $11.5B | $942.8M | ||
| Q1 24 | $11.1B | $906.2M |
总资产APTVDRVN
| Q4 25 | $23.4B | — | ||
| Q3 25 | $23.5B | $4.2B | ||
| Q2 25 | $23.9B | $4.3B | ||
| Q1 25 | $23.1B | $5.3B | ||
| Q4 24 | $23.5B | $5.3B | ||
| Q3 24 | $24.8B | $5.8B | ||
| Q2 24 | $24.8B | $5.8B | ||
| Q1 24 | $23.6B | $5.9B |
负债/权益比APTVDRVN
| Q4 25 | 0.81× | — | ||
| Q3 25 | 0.82× | 2.44× | ||
| Q2 25 | 0.80× | 2.82× | ||
| Q1 25 | 0.85× | 4.07× | ||
| Q4 24 | 0.89× | 4.37× | ||
| Q3 24 | 0.93× | 2.84× | ||
| Q2 24 | 0.48× | 3.03× | ||
| Q1 24 | 0.42× | 3.21× |
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 | $79.2M |
| 自由现金流经营现金流 - 资本支出 | $651.0M | $39.5M |
| 自由现金流率自由现金流/营收 | 12.6% | 7.4% |
| 资本支出强度资本支出/营收 | 3.2% | 7.4% |
| 现金转化率经营现金流/净利润 | 5.93× | 1.30× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $31.1M |
8季度趋势，按日历期对齐
经营现金流APTVDRVN
| Q4 25 | $818.0M | — | ||
| Q3 25 | $584.0M | $79.2M | ||
| Q2 25 | $510.0M | $80.4M | ||
| Q1 25 | $273.0M | $75.1M | ||
| Q4 24 | $1.1B | $32.9M | ||
| Q3 24 | $499.0M | $101.3M | ||
| Q2 24 | $643.0M | $46.9M | ||
| Q1 24 | $244.0M | $60.3M |
自由现金流APTVDRVN
| Q4 25 | $651.0M | — | ||
| Q3 25 | $441.0M | $39.5M | ||
| Q2 25 | $361.0M | $9.0M | ||
| Q1 25 | $76.0M | $18.9M | ||
| Q4 24 | $894.0M | $-36.3M | ||
| Q3 24 | $326.0M | $37.9M | ||
| Q2 24 | $417.0M | $-19.5M | ||
| Q1 24 | $-21.0M | $-29.2M |
自由现金流率APTVDRVN
| Q4 25 | 12.6% | — | ||
| Q3 25 | 8.5% | 7.4% | ||
| Q2 25 | 6.9% | 1.6% | ||
| Q1 25 | 1.6% | 3.7% | ||
| Q4 24 | 18.2% | -4.3% | ||
| Q3 24 | 6.7% | 7.5% | ||
| Q2 24 | 8.3% | -3.8% | ||
| Q1 24 | -0.4% | -6.1% |
资本支出强度APTVDRVN
| Q4 25 | 3.2% | — | ||
| Q3 25 | 2.7% | 7.4% | ||
| Q2 25 | 2.9% | 13.0% | ||
| Q1 25 | 4.1% | 10.9% | ||
| Q4 24 | 3.4% | 8.3% | ||
| Q3 24 | 3.6% | 12.6% | ||
| Q2 24 | 4.5% | 12.8% | ||
| Q1 24 | 5.4% | 18.6% |
现金转化率APTVDRVN
| Q4 25 | 5.93× | — | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | 1.30× | 1.69× | ||
| Q1 25 | — | 13.65× | ||
| Q4 24 | 3.96× | — | ||
| Q3 24 | 1.37× | — | ||
| Q2 24 | 0.69× | 1.56× | ||
| Q1 24 | 1.12× | 14.15× |
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% |
DRVN
| Company Operated Store Sales | $331.3M | 62% |
| Supply And Other | $74.3M | 14% |
| Car Wash Segment | $54.0M | 10% |
| Independently Operated Store Sales | $51.4M | 10% |
| Advertising | $27.9M | 5% |
| Employee Services Leasing Agreement | $2.0M | 0% |
