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安波福（APTV）与摩凡陀集团（MOV）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摩凡陀集团的27.7倍（$5.2B vs $186.1M）。摩凡陀集团净利率更高（5.1% vs 2.7%，领先2.5%）。安波福同比增速更快（5.0% vs 1.9%）。安波福自由现金流更多（$651.0M vs $11.6M）。过去两年摩凡陀集团的营收复合增速更高（2.9% 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。
摩凡陀集团是源自瑞士的美国奢侈钟表品牌，创始于1881年，品牌名取自世界语，原意为“律动”。摩凡陀腕表以12点钟位置标志性的金属圆点设计与极简风格著称，其中博物馆腕表更是品牌最广为人知的经典代表作。
APTV vs MOV — 直观对比
营收规模更大
APTV
是对方的27.7倍
$186.1M
营收增速更快
APTV
高出3.1%
1.9%
净利率更高
MOV
高出2.5%
2.7%
自由现金流更多
APTV
多$639.4M
$11.6M
两年增速更快
MOV
近两年复合增速
2.5%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $5.2B | $186.1M |
| 净利润 | $138.0M | $9.6M |
| 毛利率 | 18.7% | 54.3% |
| 营业利润率 | 8.2% | 6.3% |
| 净利率 | 2.7% | 5.1% |
| 营收同比 | 5.0% | 1.9% |
| 净利润同比 | -48.5% | 89.8% |
| 每股收益（稀释后） | $0.63 | $0.42 |
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APTVMOV
| Q4 25 | $5.2B | $186.1M | ||
| Q3 25 | $5.2B | $161.8M | ||
| Q2 25 | $5.2B | $131.8M | ||
| Q1 25 | $4.8B | $181.5M | ||
| Q4 24 | $4.9B | $180.5M | ||
| Q3 24 | $4.9B | $157.0M | ||
| Q2 24 | $5.1B | $134.4M | ||
| Q1 24 | $4.9B | $175.8M |
净利润APTVMOV
| Q4 25 | $138.0M | $9.6M | ||
| Q3 25 | $-355.0M | $3.0M | ||
| Q2 25 | $393.0M | $1.4M | ||
| Q1 25 | $-11.0M | $8.1M | ||
| Q4 24 | $268.0M | $4.8M | ||
| Q3 24 | $363.0M | $3.5M | ||
| Q2 24 | $938.0M | $2.0M | ||
| Q1 24 | $218.0M | $9.8M |
毛利率APTVMOV
| Q4 25 | 18.7% | 54.3% | ||
| Q3 25 | 19.5% | 54.1% | ||
| Q2 25 | 19.1% | 54.1% | ||
| Q1 25 | 19.1% | 54.2% | ||
| Q4 24 | 19.6% | 53.5% | ||
| Q3 24 | 18.6% | 54.3% | ||
| Q2 24 | 19.2% | 54.3% | ||
| Q1 24 | 17.9% | 53.5% |
营业利润率APTVMOV
| Q4 25 | 8.2% | 6.3% | ||
| Q3 25 | -3.4% | 2.5% | ||
| Q2 25 | 9.3% | 0.2% | ||
| Q1 25 | 9.3% | 5.1% | ||
| Q4 24 | 9.8% | 3.3% | ||
| Q3 24 | 10.4% | 1.7% | ||
| Q2 24 | 8.7% | 1.6% | ||
| Q1 24 | 8.5% | 6.1% |
净利率APTVMOV
| Q4 25 | 2.7% | 5.1% | ||
| Q3 25 | -6.8% | 1.8% | ||
| Q2 25 | 7.5% | 1.1% | ||
| Q1 25 | -0.2% | 4.4% | ||
| Q4 24 | 5.5% | 2.7% | ||
| Q3 24 | 7.5% | 2.2% | ||
| Q2 24 | 18.6% | 1.5% | ||
| Q1 24 | 4.4% | 5.6% |
每股收益（稀释后）APTVMOV
| Q4 25 | $0.63 | $0.42 | ||
| Q3 25 | $-1.63 | $0.13 | ||
| Q2 25 | $1.80 | $0.06 | ||
| Q1 25 | $-0.05 | $0.36 | ||
| Q4 24 | $1.22 | $0.21 | ||
| Q3 24 | $1.48 | $0.15 | ||
| Q2 24 | $3.47 | $0.09 | ||
| Q1 24 | $0.79 | $0.44 |
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 | $1.9B | $183.9M |
| 总债务越低越好 | $7.5B | — |
| 股东权益账面价值 | $9.2B | $497.5M |
| 总资产 | $23.4B | $751.9M |
| 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APTVMOV
| Q4 25 | $1.9B | $183.9M | ||
| Q3 25 | $1.6B | $180.5M | ||
| Q2 25 | $1.4B | $203.1M | ||
| Q1 25 | $1.1B | $208.5M | ||
| Q4 24 | $1.6B | $181.5M | ||
| Q3 24 | $1.8B | $198.3M | ||
| Q2 24 | $2.2B | $225.4M | ||
| Q1 24 | $941.0M | $262.1M |
总债务APTVMOV
| 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APTVMOV
| Q4 25 | $9.2B | $497.5M | ||
| Q3 25 | $9.3B | $489.9M | ||
| Q2 25 | $9.7B | $493.2M | ||
| Q1 25 | $9.0B | $481.3M | ||
| Q4 24 | $8.8B | $491.3M | ||
| Q3 24 | $8.9B | $492.0M | ||
| Q2 24 | $11.5B | $489.6M | ||
| Q1 24 | $11.1B | $505.9M |
总资产APTVMOV
| Q4 25 | $23.4B | $751.9M | ||
| Q3 25 | $23.5B | $748.7M | ||
| Q2 25 | $23.9B | $747.2M | ||
| Q1 25 | $23.1B | $729.2M | ||
| Q4 24 | $23.5B | $747.2M | ||
| Q3 24 | $24.8B | $742.5M | ||
| Q2 24 | $24.8B | $736.0M | ||
| Q1 24 | $23.6B | $756.5M |
负债/权益比APTVMOV
| 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 | $12.3M |
| 自由现金流经营现金流 - 资本支出 | $651.0M | $11.6M |
| 自由现金流率自由现金流/营收 | 12.6% | 6.2% |
| 资本支出强度资本支出/营收 | 3.2% | 0.4% |
| 现金转化率经营现金流/净利润 | 5.93× | 1.28× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $35.3M |
8季度趋势，按日历期对齐
经营现金流APTVMOV
| Q4 25 | $818.0M | $12.3M | ||
| Q3 25 | $584.0M | $-3.8M | ||
| Q2 25 | $510.0M | $-7.2M | ||
| Q1 25 | $273.0M | $39.1M | ||
| Q4 24 | $1.1B | $-4.7M | ||
| Q3 24 | $499.0M | $-17.8M | ||
| Q2 24 | $643.0M | $-18.1M | ||
| Q1 24 | $244.0M | $69.4M |
自由现金流APTVMOV
| Q4 25 | $651.0M | $11.6M | ||
| Q3 25 | $441.0M | $-5.1M | ||
| Q2 25 | $361.0M | $-8.7M | ||
| Q1 25 | $76.0M | $37.5M | ||
| Q4 24 | $894.0M | $-7.2M | ||
| Q3 24 | $326.0M | $-20.1M | ||
| Q2 24 | $417.0M | $-19.7M | ||
| Q1 24 | $-21.0M | $67.8M |
自由现金流率APTVMOV
| Q4 25 | 12.6% | 6.2% | ||
| Q3 25 | 8.5% | -3.1% | ||
| Q2 25 | 6.9% | -6.6% | ||
| Q1 25 | 1.6% | 20.7% | ||
| Q4 24 | 18.2% | -4.0% | ||
| Q3 24 | 6.7% | -12.8% | ||
| Q2 24 | 8.3% | -14.7% | ||
| Q1 24 | -0.4% | 38.6% |
资本支出强度APTVMOV
| Q4 25 | 3.2% | 0.4% | ||
| Q3 25 | 2.7% | 0.8% | ||
| Q2 25 | 2.9% | 1.2% | ||
| Q1 25 | 4.1% | 0.9% | ||
| Q4 24 | 3.4% | 1.4% | ||
| Q3 24 | 3.6% | 1.5% | ||
| Q2 24 | 4.5% | 1.2% | ||
| Q1 24 | 5.4% | 0.9% |
现金转化率APTVMOV
| Q4 25 | 5.93× | 1.28× | ||
| Q3 25 | — | -1.27× | ||
| Q2 25 | 1.30× | -5.08× | ||
| Q1 25 | — | 4.86× | ||
| Q4 24 | 3.96× | -0.98× | ||
| Q3 24 | 1.37× | -5.14× | ||
| Q2 24 | 0.69× | -8.97× | ||
| Q1 24 | 1.12× | 7.06× |
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% |
MOV
| Other | $81.4M | 44% |
| Owned Brands Category | $46.0M | 25% |
| Sales Channel Directly To Consumer | $35.3M | 19% |
| Company Stores | $23.4M | 13% |
