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安波福（APTV）与Raymond James Financial（RJF）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Raymond James Financial的1.3倍（$5.2B vs $3.9B），Raymond James Financial净利率更高（14.1% vs 2.7%，领先11.4%），Raymond James Financial同比增速更快（13.0% vs 5.0%），过去两年安波福的营收复合增速更高（2.5% vs 1.3%）
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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
APTV vs RJF — 直观对比
营收规模更大
APTV
是对方的1.3倍
$3.9B
营收增速更快
RJF
高出8.0%
5.0%
净利率更高
RJF
高出11.4%
2.7%
两年增速更快
APTV
近两年复合增速
1.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.2B | $3.9B |
| 净利润 | $138.0M | $544.0M |
| 毛利率 | 18.7% | — |
| 营业利润率 | 8.2% | — |
| 净利率 | 2.7% | 14.1% |
| 营收同比 | 5.0% | 13.0% |
| 净利润同比 | -48.5% | 10.0% |
| 每股收益（稀释后） | $0.63 | $2.83 |
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APTVRJF
| Q1 26 | — | $3.9B | ||
| Q4 25 | $5.2B | $4.2B | ||
| Q3 25 | $5.2B | $4.2B | ||
| Q2 25 | $5.2B | $3.8B | ||
| Q1 25 | $4.8B | $3.8B | ||
| Q4 24 | $4.9B | $4.0B | ||
| Q3 24 | $4.9B | $4.0B | ||
| Q2 24 | $5.1B | $3.8B |
净利润APTVRJF
| Q1 26 | — | $544.0M | ||
| Q4 25 | $138.0M | $563.0M | ||
| Q3 25 | $-355.0M | $604.0M | ||
| Q2 25 | $393.0M | $436.0M | ||
| Q1 25 | $-11.0M | $495.0M | ||
| Q4 24 | $268.0M | $600.0M | ||
| Q3 24 | $363.0M | $602.0M | ||
| Q2 24 | $938.0M | $492.0M |
毛利率APTVRJF
| Q1 26 | — | — | ||
| 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APTVRJF
| Q1 26 | — | — | ||
| Q4 25 | 8.2% | — | ||
| Q3 25 | -3.4% | — | ||
| Q2 25 | 9.3% | 14.7% | ||
| Q1 25 | 9.3% | 17.5% | ||
| Q4 24 | 9.8% | 18.6% | ||
| Q3 24 | 10.4% | — | ||
| Q2 24 | 8.7% | 17.1% |
净利率APTVRJF
| Q1 26 | — | 14.1% | ||
| Q4 25 | 2.7% | 13.5% | ||
| Q3 25 | -6.8% | 14.4% | ||
| Q2 25 | 7.5% | 11.3% | ||
| Q1 25 | -0.2% | 12.9% | ||
| Q4 24 | 5.5% | 14.9% | ||
| Q3 24 | 7.5% | 15.0% | ||
| Q2 24 | 18.6% | 13.1% |
每股收益（稀释后）APTVRJF
| Q1 26 | — | $2.83 | ||
| Q4 25 | $0.63 | $2.79 | ||
| Q3 25 | $-1.63 | $2.96 | ||
| Q2 25 | $1.80 | $2.12 | ||
| Q1 25 | $-0.05 | $2.36 | ||
| Q4 24 | $1.22 | $2.86 | ||
| Q3 24 | $1.48 | $2.85 | ||
| Q2 24 | $3.47 | $2.31 |
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 | $5.4B |
| 总债务越低越好 | $7.5B | — |
| 股东权益账面价值 | $9.2B | $52.0M |
| 总资产 | $23.4B | $91.9B |
| 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APTVRJF
| Q1 26 | — | $5.4B | ||
| Q4 25 | $1.9B | $9.9B | ||
| Q3 25 | $1.6B | $11.4B | ||
| Q2 25 | $1.4B | $9.2B | ||
| Q1 25 | $1.1B | $9.7B | ||
| Q4 24 | $1.6B | $10.0B | ||
| Q3 24 | $1.8B | $11.0B | ||
| Q2 24 | $2.2B | $9.1B |
总债务APTVRJF
| Q1 26 | — | — | ||
| 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 | — |
股东权益APTVRJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | $9.2B | $12.6B | ||
| Q3 25 | $9.3B | $12.5B | ||
| Q2 25 | $9.7B | $12.3B | ||
| Q1 25 | $9.0B | $12.2B | ||
| Q4 24 | $8.8B | $11.9B | ||
| Q3 24 | $8.9B | $11.7B | ||
| Q2 24 | $11.5B | $11.2B |
总资产APTVRJF
| Q1 26 | — | $91.9B | ||
| Q4 25 | $23.4B | $88.8B | ||
| Q3 25 | $23.5B | $88.2B | ||
| Q2 25 | $23.9B | $84.8B | ||
| Q1 25 | $23.1B | $83.1B | ||
| Q4 24 | $23.5B | $82.3B | ||
| Q3 24 | $24.8B | $83.0B | ||
| Q2 24 | $24.8B | $80.6B |
负债/权益比APTVRJF
| Q1 26 | — | — | ||
| 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× | — |
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APTVRJF
| Q1 26 | — | — | ||
| Q4 25 | $818.0M | $-10.0M | ||
| Q3 25 | $584.0M | $796.0M | ||
| Q2 25 | $510.0M | $691.0M | ||
| Q1 25 | $273.0M | $117.0M | ||
| Q4 24 | $1.1B | $830.0M | ||
| Q3 24 | $499.0M | $510.0M | ||
| Q2 24 | $643.0M | $711.0M |
自由现金流APTVRJF
| Q1 26 | — | — | ||
| Q4 25 | $651.0M | $-56.0M | ||
| Q3 25 | $441.0M | $752.0M | ||
| Q2 25 | $361.0M | $634.0M | ||
| Q1 25 | $76.0M | $71.0M | ||
| Q4 24 | $894.0M | $789.0M | ||
| Q3 24 | $326.0M | $460.0M | ||
| Q2 24 | $417.0M | $655.0M |
自由现金流率APTVRJF
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | -1.3% | ||
| Q3 25 | 8.5% | 17.9% | ||
| Q2 25 | 6.9% | 16.5% | ||
| Q1 25 | 1.6% | 1.8% | ||
| Q4 24 | 18.2% | 19.6% | ||
| Q3 24 | 6.7% | 11.5% | ||
| Q2 24 | 8.3% | 17.4% |
资本支出强度APTVRJF
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | 1.1% | ||
| Q3 25 | 2.7% | 1.1% | ||
| Q2 25 | 2.9% | 1.5% | ||
| Q1 25 | 4.1% | 1.2% | ||
| Q4 24 | 3.4% | 1.0% | ||
| Q3 24 | 3.6% | 1.2% | ||
| Q2 24 | 4.5% | 1.5% |
现金转化率APTVRJF
| Q1 26 | — | — | ||
| Q4 25 | 5.93× | -0.02× | ||
| Q3 25 | — | 1.32× | ||
| Q2 25 | 1.30× | 1.58× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | 3.96× | 1.38× | ||
| Q3 24 | 1.37× | 0.85× | ||
| Q2 24 | 0.69× | 1.45× |
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% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |
