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安波福（APTV）与林德（LIN）财务数据对比。点击上方公司名可切换其他公司
林德的季度营收约是安波福的1.7倍（$8.8B vs $5.1B），林德同比增速更快（8.2% vs 5.4%），林德自由现金流更多（$898.0K vs $-362.0M），过去两年林德的营收复合增速更高（3.1% vs 0.3%）
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。
林德是全球知名跨国化工企业，按市场份额及营收计为全球最大工业气体供应商。公司1879年由德国科学家、工程师卡尔·冯·林德在德国威斯巴登创立，现总部位于英国沃金，在爱尔兰注册，2018年由原林德股份公司与1907年在美国成立的普莱克斯合并组建。
APTV vs LIN — 直观对比
营收规模更大
LIN
是对方的1.7倍
$5.1B
营收增速更快
LIN
高出2.8%
5.4%
自由现金流更多
LIN
多$362.9M
$-362.0M
两年增速更快
LIN
近两年复合增速
0.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.1B | $8.8B |
| 净利润 | $191.0M | — |
| 毛利率 | 18.1% | 48.5% |
| 营业利润率 | 7.4% | 27.8% |
| 净利率 | 3.8% | — |
| 营收同比 | 5.4% | 8.2% |
| 净利润同比 | 3.7% | — |
| 每股收益（稀释后） | $0.88 | $3.98 |
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APTVLIN
| Q1 26 | $5.1B | $8.8B | ||
| Q4 25 | $5.2B | $8.8B | ||
| Q3 25 | $5.2B | $8.6B | ||
| Q2 25 | $5.2B | $8.5B | ||
| Q1 25 | $4.8B | $8.1B | ||
| Q4 24 | $4.9B | $8.3B | ||
| Q3 24 | $4.9B | $8.4B | ||
| Q2 24 | $5.1B | $8.3B |
净利润APTVLIN
| Q1 26 | $191.0M | — | ||
| Q4 25 | $138.0M | $1.5B | ||
| Q3 25 | $-355.0M | $1.9B | ||
| Q2 25 | $393.0M | $1.8B | ||
| Q1 25 | $-11.0M | $1.7B | ||
| Q4 24 | $268.0M | $1.7B | ||
| Q3 24 | $363.0M | $1.6B | ||
| Q2 24 | $938.0M | $1.7B |
毛利率APTVLIN
| Q1 26 | 18.1% | 48.5% | ||
| 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APTVLIN
| Q1 26 | 7.4% | 27.8% | ||
| Q4 25 | 8.2% | 23.0% | ||
| Q3 25 | -3.4% | 27.5% | ||
| Q2 25 | 9.3% | 27.7% | ||
| Q1 25 | 9.3% | 26.9% | ||
| Q4 24 | 9.8% | 27.4% | ||
| Q3 24 | 10.4% | 25.0% | ||
| Q2 24 | 8.7% | 26.4% |
净利率APTVLIN
| Q1 26 | 3.8% | — | ||
| Q4 25 | 2.7% | 17.5% | ||
| Q3 25 | -6.8% | 22.4% | ||
| Q2 25 | 7.5% | 20.8% | ||
| Q1 25 | -0.2% | 20.6% | ||
| Q4 24 | 5.5% | 20.8% | ||
| Q3 24 | 7.5% | 18.5% | ||
| Q2 24 | 18.6% | 20.1% |
每股收益（稀释后）APTVLIN
| Q1 26 | $0.88 | $3.98 | ||
| Q4 25 | $0.63 | $3.28 | ||
| Q3 25 | $-1.63 | $4.09 | ||
| Q2 25 | $1.80 | $3.73 | ||
| Q1 25 | $-0.05 | $3.51 | ||
| Q4 24 | $1.22 | $3.61 | ||
| Q3 24 | $1.48 | $3.22 | ||
| Q2 24 | $3.47 | $3.44 |
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 | $3.2B | $4.0B |
| 总债务越低越好 | $9.3B | $24.7B |
| 股东权益账面价值 | $9.4B | $40.1B |
| 总资产 | $25.2B | $86.3B |
| 负债/权益比越低杠杆越低 | 0.99× | 0.62× |
8季度趋势，按日历期对齐
现金及短期投资APTVLIN
| Q1 26 | $3.2B | $4.0B | ||
| Q4 25 | $1.9B | $5.1B | ||
| Q3 25 | $1.6B | $4.5B | ||
| Q2 25 | $1.4B | $4.8B | ||
| Q1 25 | $1.1B | $5.3B | ||
| Q4 24 | $1.6B | $4.8B | ||
| Q3 24 | $1.8B | $5.2B | ||
| Q2 24 | $2.2B | $4.6B |
总债务APTVLIN
| Q1 26 | $9.3B | $24.7B | ||
| Q4 25 | $7.5B | $20.7B | ||
| Q3 25 | $7.6B | $18.6B | ||
| Q2 25 | $7.8B | $19.7B | ||
| Q1 25 | $7.6B | $17.6B | ||
| Q4 24 | $7.8B | $15.3B | ||
| Q3 24 | $8.3B | $17.5B | ||
| Q2 24 | $5.5B | $16.9B |
股东权益APTVLIN
| Q1 26 | $9.4B | $40.1B | ||
| Q4 25 | $9.2B | $38.2B | ||
| Q3 25 | $9.3B | $38.6B | ||
| Q2 25 | $9.7B | $38.5B | ||
| Q1 25 | $9.0B | $38.0B | ||
| Q4 24 | $8.8B | $38.1B | ||
| Q3 24 | $8.9B | $39.2B | ||
| Q2 24 | $11.5B | $38.2B |
总资产APTVLIN
| Q1 26 | $25.2B | $86.3B | ||
| Q4 25 | $23.4B | $86.8B | ||
| Q3 25 | $23.5B | $86.0B | ||
| Q2 25 | $23.9B | $86.1B | ||
| Q1 25 | $23.1B | $82.7B | ||
| Q4 24 | $23.5B | $80.1B | ||
| Q3 24 | $24.8B | $82.5B | ||
| Q2 24 | $24.8B | $80.2B |
负债/权益比APTVLIN
| Q1 26 | 0.99× | 0.62× | ||
| Q4 25 | 0.81× | 0.54× | ||
| Q3 25 | 0.82× | 0.48× | ||
| Q2 25 | 0.80× | 0.51× | ||
| Q1 25 | 0.85× | 0.46× | ||
| Q4 24 | 0.89× | 0.40× | ||
| Q3 24 | 0.93× | 0.45× | ||
| Q2 24 | 0.48× | 0.44× |
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 | $1.4B | — |
| 自由现金流经营现金流 - 资本支出 | $-362.0M | $898.0K |
| 自由现金流率自由现金流/营收 | -7.1% | 0.0% |
| 资本支出强度资本支出/营收 | 4.3% | — |
| 现金转化率经营现金流/净利润 | 7.41× | — |
| 过去12个月自由现金流最近4个季度 | $1.1B | $4.2B |
8季度趋势，按日历期对齐
经营现金流APTVLIN
| Q1 26 | $1.4B | — | ||
| Q4 25 | $818.0M | $3.0B | ||
| Q3 25 | $584.0M | $2.9B | ||
| Q2 25 | $510.0M | $2.2B | ||
| Q1 25 | $273.0M | $2.2B | ||
| Q4 24 | $1.1B | $2.8B | ||
| Q3 24 | $499.0M | $2.7B | ||
| Q2 24 | $643.0M | $1.9B |
自由现金流APTVLIN
| Q1 26 | $-362.0M | $898.0K | ||
| Q4 25 | $651.0M | $1.6B | ||
| Q3 25 | $441.0M | $1.7B | ||
| Q2 25 | $361.0M | $954.0M | ||
| Q1 25 | $76.0M | $891.0M | ||
| Q4 24 | $894.0M | $1.6B | ||
| Q3 24 | $326.0M | $1.7B | ||
| Q2 24 | $417.0M | $796.0M |
自由现金流率APTVLIN
| Q1 26 | -7.1% | 0.0% | ||
| Q4 25 | 12.6% | 17.9% | ||
| Q3 25 | 8.5% | 19.4% | ||
| Q2 25 | 6.9% | 11.2% | ||
| Q1 25 | 1.6% | 11.0% | ||
| Q4 24 | 18.2% | 18.8% | ||
| Q3 24 | 6.7% | 19.9% | ||
| Q2 24 | 8.3% | 9.6% |
资本支出强度APTVLIN
| Q1 26 | 4.3% | — | ||
| Q4 25 | 3.2% | 16.6% | ||
| Q3 25 | 2.7% | 14.8% | ||
| Q2 25 | 2.9% | 14.8% | ||
| Q1 25 | 4.1% | 15.7% | ||
| Q4 24 | 3.4% | 15.1% | ||
| Q3 24 | 3.6% | 12.8% | ||
| Q2 24 | 4.5% | 13.7% |
现金转化率APTVLIN
| Q1 26 | 7.41× | — | ||
| Q4 25 | 5.93× | 1.98× | ||
| Q3 25 | — | 1.53× | ||
| Q2 25 | 1.30× | 1.25× | ||
| Q1 25 | — | 1.29× | ||
| Q4 24 | 3.96× | 1.63× | ||
| Q3 24 | 1.37× | 1.76× | ||
| Q2 24 | 0.69× | 1.16× |
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 | $2.2B | 43% |
| Engineered Components | $1.7B | 33% |
| Intelligent Systems | $1.4B | 28% |
LIN
暂无分部数据
