vs
安波福（APTV）与希捷科技（STX）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希捷科技的1.7倍（$5.2B vs $3.1B），希捷科技净利率更高（24.0% vs 2.7%，领先21.4%），希捷科技同比增速更快（44.1% vs 5.0%），希捷科技自由现金流更多（$953.0M vs $651.0M），过去两年希捷科技的营收复合增速更高（28.4% 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。
希捷科技是全球知名的美国数据存储企业，1978年注册成立时名为舒加特科技，1979年正式开展业务，2010年起注册地变更为爱尔兰都柏林，运营总部设在美国加利福尼亚州弗里蒙特，面向全球市场提供专业的数据存储产品与解决方案。
APTV vs STX — 直观对比
营收规模更大
APTV
是对方的1.7倍
$3.1B
营收增速更快
STX
高出39.1%
5.0%
净利率更高
STX
高出21.4%
2.7%
自由现金流更多
STX
多$302.0M
$651.0M
两年增速更快
STX
近两年复合增速
2.5%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.2B | $3.1B |
| 净利润 | $138.0M | $748.0M |
| 毛利率 | 18.7% | 46.5% |
| 营业利润率 | 8.2% | 32.1% |
| 净利率 | 2.7% | 24.0% |
| 营收同比 | 5.0% | 44.1% |
| 净利润同比 | -48.5% | -23.8% |
| 每股收益（稀释后） | $0.63 | $3.27 |
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APTVSTX
| Q3 26 | — | $3.1B | ||
| Q1 26 | — | $2.8B | ||
| Q4 25 | $5.2B | $2.6B | ||
| Q3 25 | $5.2B | — | ||
| Q2 25 | $5.2B | $2.4B | ||
| Q1 25 | $4.8B | $2.2B | ||
| Q4 24 | $4.9B | $2.3B | ||
| Q3 24 | $4.9B | $2.2B |
净利润APTVSTX
| Q3 26 | — | $748.0M | ||
| Q1 26 | — | $593.0M | ||
| Q4 25 | $138.0M | $549.0M | ||
| Q3 25 | $-355.0M | — | ||
| Q2 25 | $393.0M | $488.0M | ||
| Q1 25 | $-11.0M | $340.0M | ||
| Q4 24 | $268.0M | $336.0M | ||
| Q3 24 | $363.0M | $305.0M |
毛利率APTVSTX
| Q3 26 | — | 46.5% | ||
| Q1 26 | — | 41.6% | ||
| Q4 25 | 18.7% | 39.4% | ||
| Q3 25 | 19.5% | — | ||
| Q2 25 | 19.1% | 37.4% | ||
| Q1 25 | 19.1% | 35.2% | ||
| Q4 24 | 19.6% | 34.9% | ||
| Q3 24 | 18.6% | 32.9% |
营业利润率APTVSTX
| Q3 26 | — | 32.1% | ||
| Q1 26 | — | 29.8% | ||
| Q4 25 | 8.2% | 26.4% | ||
| Q3 25 | -3.4% | — | ||
| Q2 25 | 9.3% | 23.2% | ||
| Q1 25 | 9.3% | 20.0% | ||
| Q4 24 | 9.8% | 21.0% | ||
| Q3 24 | 10.4% | 18.6% |
净利率APTVSTX
| Q3 26 | — | 24.0% | ||
| Q1 26 | — | 21.0% | ||
| Q4 25 | 2.7% | 20.9% | ||
| Q3 25 | -6.8% | — | ||
| Q2 25 | 7.5% | 20.0% | ||
| Q1 25 | -0.2% | 15.7% | ||
| Q4 24 | 5.5% | 14.5% | ||
| Q3 24 | 7.5% | 14.1% |
每股收益（稀释后）APTVSTX
| Q3 26 | — | $3.27 | ||
| Q1 26 | — | $2.60 | ||
| Q4 25 | $0.63 | $2.43 | ||
| Q3 25 | $-1.63 | — | ||
| Q2 25 | $1.80 | $2.24 | ||
| Q1 25 | $-0.05 | $1.57 | ||
| Q4 24 | $1.22 | $1.55 | ||
| Q3 24 | $1.48 | $1.41 |
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 | $1.1B |
| 总债务越低越好 | $7.5B | $3.9B |
| 股东权益账面价值 | $9.2B | — |
| 总资产 | $23.4B | $8.9B |
| 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APTVSTX
| Q3 26 | — | $1.1B | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.9B | $1.1B | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.4B | $891.0M | ||
| Q1 25 | $1.1B | $814.0M | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.8B | $1.2B |
总债务APTVSTX
| Q3 26 | — | $3.9B | ||
| 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 | — |
股东权益APTVSTX
| Q3 26 | — | — | ||
| Q1 26 | — | $459.0M | ||
| Q4 25 | $9.2B | $-63.0M | ||
| Q3 25 | $9.3B | — | ||
| Q2 25 | $9.7B | $-453.0M | ||
| Q1 25 | $9.0B | $-829.0M | ||
| Q4 24 | $8.8B | $-1.1B | ||
| Q3 24 | $8.9B | $-1.3B |
总资产APTVSTX
| Q3 26 | — | $8.9B | ||
| Q1 26 | — | $8.7B | ||
| Q4 25 | $23.4B | $8.4B | ||
| Q3 25 | $23.5B | — | ||
| Q2 25 | $23.9B | $8.0B | ||
| Q1 25 | $23.1B | $7.6B | ||
| Q4 24 | $23.5B | $8.0B | ||
| Q3 24 | $24.8B | $8.0B |
负债/权益比APTVSTX
| Q3 26 | — | — | ||
| 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× | — |
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 | $2.4B |
| 自由现金流经营现金流 - 资本支出 | $651.0M | $953.0M |
| 自由现金流率自由现金流/营收 | 12.6% | 30.6% |
| 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× | 3.17× |
| 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APTVSTX
| Q3 26 | — | $2.4B | ||
| Q1 26 | — | — | ||
| Q4 25 | $818.0M | $532.0M | ||
| Q3 25 | $584.0M | — | ||
| Q2 25 | $510.0M | $508.0M | ||
| Q1 25 | $273.0M | $259.0M | ||
| Q4 24 | $1.1B | $221.0M | ||
| Q3 24 | $499.0M | $95.0M |
自由现金流APTVSTX
| Q3 26 | — | $953.0M | ||
| Q1 26 | — | — | ||
| Q4 25 | $651.0M | $427.0M | ||
| Q3 25 | $441.0M | — | ||
| Q2 25 | $361.0M | $425.0M | ||
| Q1 25 | $76.0M | $216.0M | ||
| Q4 24 | $894.0M | $150.0M | ||
| Q3 24 | $326.0M | $27.0M |
自由现金流率APTVSTX
| Q3 26 | — | 30.6% | ||
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 16.2% | ||
| Q3 25 | 8.5% | — | ||
| Q2 25 | 6.9% | 17.4% | ||
| Q1 25 | 1.6% | 10.0% | ||
| Q4 24 | 18.2% | 6.5% | ||
| Q3 24 | 6.7% | 1.2% |
资本支出强度APTVSTX
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | 4.0% | ||
| Q3 25 | 2.7% | — | ||
| Q2 25 | 2.9% | 3.4% | ||
| Q1 25 | 4.1% | 2.0% | ||
| Q4 24 | 3.4% | 3.1% | ||
| Q3 24 | 3.6% | 3.1% |
现金转化率APTVSTX
| Q3 26 | — | 3.17× | ||
| Q1 26 | — | — | ||
| Q4 25 | 5.93× | 0.97× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.30× | 1.04× | ||
| Q1 25 | — | 0.76× | ||
| Q4 24 | 3.96× | 0.66× | ||
| Q3 24 | 1.37× | 0.31× |
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% |
STX
暂无分部数据
