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安波福（APTV）与SERVICE CORP INTERNATIONAL（SCI）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SERVICE CORP INTERNATIONAL的4.6倍（$5.2B vs $1.1B）。SERVICE CORP INTERNATIONAL净利率更高（14.3% vs 2.7%，领先11.7%）。安波福同比增速更快（5.0% vs 1.7%）。安波福自由现金流更多（$651.0M vs $87.2M）。过去两年SERVICE CORP INTERNATIONAL的营收复合增速更高（3.1% 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。
国际配送服务有限公司（IDS）是英国邮政及快递服务提供商，2013年由英国政府设立，作为皇家邮政的控股母公司，多数股权随后在伦敦证券交易所公开发售，当时政府保留30%股份。截至2025年4月，该公司由丹尼尔·克雷廷斯基旗下捷克EP集团持有运营。
APTV vs SCI — 直观对比
营收规模更大
APTV
是对方的4.6倍
$1.1B
营收增速更快
APTV
高出3.3%
1.7%
净利率更高
SCI
高出11.7%
2.7%
自由现金流更多
APTV
多$563.8M
$87.2M
两年增速更快
SCI
近两年复合增速
2.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.2B | $1.1B |
| 净利润 | $138.0M | $159.4M |
| 毛利率 | 18.7% | 28.0% |
| 营业利润率 | 8.2% | 24.8% |
| 净利率 | 2.7% | 14.3% |
| 营收同比 | 5.0% | 1.7% |
| 净利润同比 | -48.5% | 5.3% |
| 每股收益（稀释后） | $0.63 | $1.13 |
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APTVSCI
| Q4 25 | $5.2B | $1.1B | ||
| Q3 25 | $5.2B | $1.1B | ||
| Q2 25 | $5.2B | $1.1B | ||
| Q1 25 | $4.8B | $1.1B | ||
| Q4 24 | $4.9B | $1.1B | ||
| Q3 24 | $4.9B | $1.0B | ||
| Q2 24 | $5.1B | $1.0B | ||
| Q1 24 | $4.9B | $1.0B |
净利润APTVSCI
| Q4 25 | $138.0M | $159.4M | ||
| Q3 25 | $-355.0M | $117.5M | ||
| Q2 25 | $393.0M | $122.9M | ||
| Q1 25 | $-11.0M | $142.9M | ||
| Q4 24 | $268.0M | $151.4M | ||
| Q3 24 | $363.0M | $117.8M | ||
| Q2 24 | $938.0M | $118.2M | ||
| Q1 24 | $218.0M | $131.3M |
毛利率APTVSCI
| Q4 25 | 18.7% | 28.0% | ||
| Q3 25 | 19.5% | 25.1% | ||
| Q2 25 | 19.1% | 25.5% | ||
| Q1 25 | 19.1% | 27.1% | ||
| Q4 24 | 19.6% | 28.0% | ||
| Q3 24 | 18.6% | 24.9% | ||
| Q2 24 | 19.2% | 24.9% | ||
| Q1 24 | 17.9% | 26.2% |
营业利润率APTVSCI
| Q4 25 | 8.2% | 24.8% | ||
| Q3 25 | -3.4% | 21.4% | ||
| Q2 25 | 9.3% | 21.1% | ||
| Q1 25 | 9.3% | 23.4% | ||
| Q4 24 | 9.8% | 24.0% | ||
| Q3 24 | 10.4% | 20.9% | ||
| Q2 24 | 8.7% | 21.4% | ||
| Q1 24 | 8.5% | 22.2% |
净利率APTVSCI
| Q4 25 | 2.7% | 14.3% | ||
| Q3 25 | -6.8% | 11.1% | ||
| Q2 25 | 7.5% | 11.5% | ||
| Q1 25 | -0.2% | 13.3% | ||
| Q4 24 | 5.5% | 13.8% | ||
| Q3 24 | 7.5% | 11.6% | ||
| Q2 24 | 18.6% | 11.4% | ||
| Q1 24 | 4.4% | 12.6% |
每股收益（稀释后）APTVSCI
| Q4 25 | $0.63 | $1.13 | ||
| Q3 25 | $-1.63 | $0.83 | ||
| Q2 25 | $1.80 | $0.86 | ||
| Q1 25 | $-0.05 | $0.98 | ||
| Q4 24 | $1.22 | $1.02 | ||
| Q3 24 | $1.48 | $0.81 | ||
| Q2 24 | $3.47 | $0.81 | ||
| Q1 24 | $0.79 | $0.89 |
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 | $243.6M |
| 总债务越低越好 | $7.5B | $5.1B |
| 股东权益账面价值 | $9.2B | $1.6B |
| 总资产 | $23.4B | $18.7B |
| 负债/权益比越低杠杆越低 | 0.81× | 3.10× |
8季度趋势，按日历期对齐
现金及短期投资APTVSCI
| Q4 25 | $1.9B | $243.6M | ||
| Q3 25 | $1.6B | $241.3M | ||
| Q2 25 | $1.4B | $255.4M | ||
| Q1 25 | $1.1B | $227.2M | ||
| Q4 24 | $1.6B | $218.8M | ||
| Q3 24 | $1.8B | $185.4M | ||
| Q2 24 | $2.2B | $184.4M | ||
| Q1 24 | $941.0M | $205.6M |
总债务APTVSCI
| Q4 25 | $7.5B | $5.1B | ||
| Q3 25 | $7.6B | $5.0B | ||
| Q2 25 | $7.8B | $5.0B | ||
| Q1 25 | $7.6B | $4.7B | ||
| Q4 24 | $7.8B | $4.8B | ||
| Q3 24 | $8.3B | $4.7B | ||
| Q2 24 | $5.5B | $4.7B | ||
| Q1 24 | $4.7B | $4.6B |
股东权益APTVSCI
| Q4 25 | $9.2B | $1.6B | ||
| Q3 25 | $9.3B | $1.6B | ||
| Q2 25 | $9.7B | $1.6B | ||
| Q1 25 | $9.0B | $1.7B | ||
| Q4 24 | $8.8B | $1.7B | ||
| Q3 24 | $8.9B | $1.6B | ||
| Q2 24 | $11.5B | $1.5B | ||
| Q1 24 | $11.1B | $1.6B |
总资产APTVSCI
| Q4 25 | $23.4B | $18.7B | ||
| Q3 25 | $23.5B | $18.4B | ||
| Q2 25 | $23.9B | $18.0B | ||
| Q1 25 | $23.1B | $17.3B | ||
| Q4 24 | $23.5B | $17.4B | ||
| Q3 24 | $24.8B | $17.4B | ||
| Q2 24 | $24.8B | $16.8B | ||
| Q1 24 | $23.6B | $16.7B |
负债/权益比APTVSCI
| Q4 25 | 0.81× | 3.10× | ||
| Q3 25 | 0.82× | 3.17× | ||
| Q2 25 | 0.80× | 3.19× | ||
| Q1 25 | 0.85× | 2.87× | ||
| Q4 24 | 0.89× | 2.83× | ||
| Q3 24 | 0.93× | 2.92× | ||
| Q2 24 | 0.48× | 3.05× | ||
| Q1 24 | 0.42× | 2.90× |
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 | $212.9M |
| 自由现金流经营现金流 - 资本支出 | $651.0M | $87.2M |
| 自由现金流率自由现金流/营收 | 12.6% | 7.8% |
| 资本支出强度资本支出/营收 | 3.2% | 11.3% |
| 现金转化率经营现金流/净利润 | 5.93× | 1.34× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $554.2M |
8季度趋势，按日历期对齐
经营现金流APTVSCI
| Q4 25 | $818.0M | $212.9M | ||
| Q3 25 | $584.0M | $252.3M | ||
| Q2 25 | $510.0M | $166.4M | ||
| Q1 25 | $273.0M | $311.1M | ||
| Q4 24 | $1.1B | $264.1M | ||
| Q3 24 | $499.0M | $263.8M | ||
| Q2 24 | $643.0M | $196.9M | ||
| Q1 24 | $244.0M | $220.1M |
自由现金流APTVSCI
| Q4 25 | $651.0M | $87.2M | ||
| Q3 25 | $441.0M | $150.7M | ||
| Q2 25 | $361.0M | $83.4M | ||
| Q1 25 | $76.0M | $233.0M | ||
| Q4 24 | $894.0M | $151.8M | ||
| Q3 24 | $326.0M | $162.8M | ||
| Q2 24 | $417.0M | $100.8M | ||
| Q1 24 | $-21.0M | $140.3M |
自由现金流率APTVSCI
| Q4 25 | 12.6% | 7.8% | ||
| Q3 25 | 8.5% | 14.2% | ||
| Q2 25 | 6.9% | 7.8% | ||
| Q1 25 | 1.6% | 21.7% | ||
| Q4 24 | 18.2% | 13.9% | ||
| Q3 24 | 6.7% | 16.1% | ||
| Q2 24 | 8.3% | 9.7% | ||
| Q1 24 | -0.4% | 13.4% |
资本支出强度APTVSCI
| Q4 25 | 3.2% | 11.3% | ||
| Q3 25 | 2.7% | 9.6% | ||
| Q2 25 | 2.9% | 7.8% | ||
| Q1 25 | 4.1% | 7.3% | ||
| Q4 24 | 3.4% | 10.3% | ||
| Q3 24 | 3.6% | 10.0% | ||
| Q2 24 | 4.5% | 9.3% | ||
| Q1 24 | 5.4% | 7.6% |
现金转化率APTVSCI
| Q4 25 | 5.93× | 1.34× | ||
| Q3 25 | — | 2.15× | ||
| Q2 25 | 1.30× | 1.35× | ||
| Q1 25 | — | 2.18× | ||
| Q4 24 | 3.96× | 1.75× | ||
| Q3 24 | 1.37× | 2.24× | ||
| Q2 24 | 0.69× | 1.67× | ||
| Q1 24 | 1.12× | 1.68× |
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% |
SCI
| Cemetery | $510.9M | 46% |
| Funeral Matured Preneed Revenue | $196.5M | 18% |
| Cemetery Recognized Preneed Merchandise And Service Revenue | $107.4M | 10% |
| Cemetery Atneed Revenue | $104.9M | 9% |
| CA | $56.4M | 5% |
| Funeral Other Revenue | $54.6M | 5% |
| Cemetery Other Revenue | $40.2M | 4% |
| Nonfuneral Home Revenue | $28.1M | 3% |
| Non Funeral Home Preneed Sales Revenue | $22.0M | 2% |
