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安波福(APTV)与LSI INDUSTRIES INC(LYTS)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LSI INDUSTRIES INC的35.8倍($5.2B vs $143.9M)。安波福净利率更高(2.7% vs 1.4%,领先1.3%)。安波福同比增速更快(5.0% vs -4.4%)。过去两年LSI INDUSTRIES INC的营收复合增速更高(5.6% 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。
LSI Logic Corporation是一家总部位于加利福尼亚州圣克拉拉的美国公司,主营专用集成电路与电子设计自动化业务,设计并销售可加速数据中心、移动网络及客户端计算领域存储与网络性能的半导体和软件产品。
APTV vs LYTS — 直观对比
营收规模更大
APTV
是对方的35.8倍
$143.9M
营收增速更快
APTV
高出9.4%
-4.4%
净利率更高
APTV
高出1.3%
1.4%
两年增速更快
LYTS
近两年复合增速
2.5%
损益表 — Q4 2025 vs Q3 2026
| 指标 | ||
|---|---|---|
| 营收 | $5.2B | $143.9M |
| 净利润 | $138.0M | $2.0M |
| 毛利率 | 18.7% | — |
| 营业利润率 | 8.2% | — |
| 净利率 | 2.7% | 1.4% |
| 营收同比 | 5.0% | -4.4% |
| 净利润同比 | -48.5% | -4.8% |
| 每股收益(稀释后) | $0.63 | — |
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
APTV
LYTS
| Q3 26 | — | $143.9M | ||
| Q4 25 | $5.2B | $147.0M | ||
| Q3 25 | $5.2B | $157.2M | ||
| Q2 25 | $5.2B | $155.1M | ||
| Q1 25 | $4.8B | $132.5M | ||
| Q4 24 | $4.9B | $147.7M | ||
| Q3 24 | $4.9B | $138.1M | ||
| Q2 24 | $5.1B | $129.0M |
净利润
APTV
LYTS
| Q3 26 | — | $2.0M | ||
| Q4 25 | $138.0M | $6.3M | ||
| Q3 25 | $-355.0M | $7.3M | ||
| Q2 25 | $393.0M | $8.2M | ||
| Q1 25 | $-11.0M | $3.9M | ||
| Q4 24 | $268.0M | $5.6M | ||
| Q3 24 | $363.0M | $6.7M | ||
| Q2 24 | $938.0M | $5.7M |
毛利率
APTV
LYTS
| Q3 26 | — | — | ||
| Q4 25 | 18.7% | 25.5% | ||
| Q3 25 | 19.5% | 25.6% | ||
| Q2 25 | 19.1% | 26.1% | ||
| Q1 25 | 19.1% | 24.8% | ||
| Q4 24 | 19.6% | 23.6% | ||
| Q3 24 | 18.6% | 24.4% | ||
| Q2 24 | 19.2% | 26.2% |
营业利润率
APTV
LYTS
| Q3 26 | — | — | ||
| Q4 25 | 8.2% | 6.0% | ||
| Q3 25 | -3.4% | 7.0% | ||
| Q2 25 | 9.3% | 7.7% | ||
| Q1 25 | 9.3% | 4.7% | ||
| Q4 24 | 9.8% | 5.7% | ||
| Q3 24 | 10.4% | 6.6% | ||
| Q2 24 | 8.7% | 7.0% |
净利率
APTV
LYTS
| Q3 26 | — | 1.4% | ||
| Q4 25 | 2.7% | 4.3% | ||
| Q3 25 | -6.8% | 4.6% | ||
| Q2 25 | 7.5% | 5.3% | ||
| Q1 25 | -0.2% | 2.9% | ||
| Q4 24 | 5.5% | 3.8% | ||
| Q3 24 | 7.5% | 4.8% | ||
| Q2 24 | 18.6% | 4.4% |
每股收益(稀释后)
APTV
LYTS
| Q3 26 | — | — | ||
| Q4 25 | $0.63 | $0.20 | ||
| Q3 25 | $-1.63 | $0.23 | ||
| Q2 25 | $1.80 | $0.26 | ||
| Q1 25 | $-0.05 | $0.13 | ||
| Q4 24 | $1.22 | $0.18 | ||
| Q3 24 | $1.48 | $0.22 | ||
| Q2 24 | $3.47 | $0.18 |
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 | — |
| 总债务越低越好 | $7.5B | $261.0M |
| 股东权益账面价值 | $9.2B | $352.8M |
| 总资产 | $23.4B | $800.5M |
| 负债/权益比越低杠杆越低 | 0.81× | 0.74× |
8季度趋势,按日历期对齐
现金及短期投资
APTV
LYTS
| Q3 26 | — | — | ||
| Q4 25 | $1.9B | $6.4M | ||
| Q3 25 | $1.6B | $7.1M | ||
| Q2 25 | $1.4B | $3.5M | ||
| Q1 25 | $1.1B | $4.3M | ||
| Q4 24 | $1.6B | $4.7M | ||
| Q3 24 | $1.8B | $7.0M | ||
| Q2 24 | $2.2B | $4.1M |
总债务
APTV
LYTS
| Q3 26 | — | $261.0M | ||
| Q4 25 | $7.5B | $27.9M | ||
| Q3 25 | $7.6B | $50.7M | ||
| Q2 25 | $7.8B | $48.6M | ||
| Q1 25 | $7.6B | $55.4M | ||
| Q4 24 | $7.8B | $38.2M | ||
| Q3 24 | $8.3B | $47.7M | ||
| Q2 24 | $5.5B | $54.2M |
股东权益
APTV
LYTS
| Q3 26 | — | $352.8M | ||
| Q4 25 | $9.2B | $248.1M | ||
| Q3 25 | $9.3B | $241.3M | ||
| Q2 25 | $9.7B | $230.7M | ||
| Q1 25 | $9.0B | $221.7M | ||
| Q4 24 | $8.8B | $217.1M | ||
| Q3 24 | $8.9B | $211.2M | ||
| Q2 24 | $11.5B | $204.4M |
总资产
APTV
LYTS
| Q3 26 | — | $800.5M | ||
| Q4 25 | $23.4B | $396.3M | ||
| Q3 25 | $23.5B | $404.9M | ||
| Q2 25 | $23.9B | $396.4M | ||
| Q1 25 | $23.1B | $384.6M | ||
| Q4 24 | $23.5B | $344.5M | ||
| Q3 24 | $24.8B | $349.5M | ||
| Q2 24 | $24.8B | $348.8M |
负债/权益比
APTV
LYTS
| Q3 26 | — | 0.74× | ||
| Q4 25 | 0.81× | 0.11× | ||
| Q3 25 | 0.82× | 0.21× | ||
| Q2 25 | 0.80× | 0.21× | ||
| Q1 25 | 0.85× | 0.25× | ||
| Q4 24 | 0.89× | 0.18× | ||
| Q3 24 | 0.93× | 0.23× | ||
| Q2 24 | 0.48× | 0.27× |
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 | — |
8季度趋势,按日历期对齐
经营现金流
APTV
LYTS
| Q3 26 | — | — | ||
| Q4 25 | $818.0M | $25.0M | ||
| Q3 25 | $584.0M | $676.0K | ||
| Q2 25 | $510.0M | $9.5M | ||
| Q1 25 | $273.0M | $6.9M | ||
| Q4 24 | $1.1B | $9.9M | ||
| Q3 24 | $499.0M | $11.8M | ||
| Q2 24 | $643.0M | $11.1M |
自由现金流
APTV
LYTS
| Q3 26 | — | — | ||
| Q4 25 | $651.0M | $23.3M | ||
| Q3 25 | $441.0M | $-291.0K | ||
| Q2 25 | $361.0M | $8.5M | ||
| Q1 25 | $76.0M | $6.2M | ||
| Q4 24 | $894.0M | $8.8M | ||
| Q3 24 | $326.0M | $11.1M | ||
| Q2 24 | $417.0M | $10.3M |
自由现金流率
APTV
LYTS
| Q3 26 | — | — | ||
| Q4 25 | 12.6% | 15.8% | ||
| Q3 25 | 8.5% | -0.2% | ||
| Q2 25 | 6.9% | 5.5% | ||
| Q1 25 | 1.6% | 4.7% | ||
| Q4 24 | 18.2% | 6.0% | ||
| Q3 24 | 6.7% | 8.0% | ||
| Q2 24 | 8.3% | 8.0% |
资本支出强度
APTV
LYTS
| Q3 26 | — | — | ||
| Q4 25 | 3.2% | 1.1% | ||
| Q3 25 | 2.7% | 0.6% | ||
| Q2 25 | 2.9% | 0.6% | ||
| Q1 25 | 4.1% | 0.5% | ||
| Q4 24 | 3.4% | 0.7% | ||
| Q3 24 | 3.6% | 0.5% | ||
| Q2 24 | 4.5% | 0.6% |
现金转化率
APTV
LYTS
| Q3 26 | — | — | ||
| Q4 25 | 5.93× | 3.94× | ||
| Q3 25 | — | 0.09× | ||
| Q2 25 | 1.30× | 1.16× | ||
| Q1 25 | — | 1.77× | ||
| Q4 24 | 3.96× | 1.75× | ||
| Q3 24 | 1.37× | 1.77× | ||
| Q2 24 | 0.69× | 1.96× |
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% |
LYTS
暂无分部数据