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安波福（APTV）与Smurfit Westrock（SW）财务数据对比。点击上方公司名可切换其他公司
Smurfit Westrock的季度营收约是安波福的1.5倍（$7.7B vs $5.1B），安波福净利率更高（3.8% vs 0.8%，领先2.9%），安波福同比增速更快（5.4% vs 0.7%），过去两年Smurfit Westrock的营收复合增速更高（61.2% vs 0.3%）
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。
Smurfit Westrock plc是总部位于爱尔兰都柏林的企业，核心业务为生产瓦楞包装及各类纸制包装产品，公司股票同时在纽约证券交易所和伦敦证券交易所挂牌上市。
APTV vs SW — 直观对比
营收规模更大
SW
是对方的1.5倍
$5.1B
营收增速更快
APTV
高出4.7%
0.7%
净利率更高
APTV
高出2.9%
0.8%
两年增速更快
SW
近两年复合增速
0.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.1B | $7.7B |
| 净利润 | $191.0M | $63.0M |
| 毛利率 | 18.1% | 16.4% |
| 营业利润率 | 7.4% | 3.3% |
| 净利率 | 3.8% | 0.8% |
| 营收同比 | 5.4% | 0.7% |
| 净利润同比 | 3.7% | 0.0% |
| 每股收益（稀释后） | $0.88 | $0.12 |
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APTVSW
| Q1 26 | $5.1B | $7.7B | ||
| Q4 25 | $5.2B | $7.6B | ||
| Q3 25 | $5.2B | $8.0B | ||
| Q2 25 | $5.2B | $7.9B | ||
| Q1 25 | $4.8B | $7.7B | ||
| Q4 24 | $4.9B | $7.5B | ||
| Q3 24 | $4.9B | $7.7B | ||
| Q2 24 | $5.1B | $3.0B |
净利润APTVSW
| Q1 26 | $191.0M | $63.0M | ||
| Q4 25 | $138.0M | $97.0M | ||
| Q3 25 | $-355.0M | $246.0M | ||
| Q2 25 | $393.0M | $-28.0M | ||
| Q1 25 | $-11.0M | $384.0M | ||
| Q4 24 | $268.0M | $146.0M | ||
| Q3 24 | $363.0M | $-150.0M | ||
| Q2 24 | $938.0M | $132.0M |
毛利率APTVSW
| Q1 26 | 18.1% | 16.4% | ||
| Q4 25 | 18.7% | 18.2% | ||
| Q3 25 | 19.5% | 19.6% | ||
| Q2 25 | 19.1% | 19.1% | ||
| Q1 25 | 19.1% | 20.6% | ||
| Q4 24 | 19.6% | 19.1% | ||
| Q3 24 | 18.6% | 17.6% | ||
| Q2 24 | 19.2% | 23.3% |
营业利润率APTVSW
| Q1 26 | 7.4% | 3.3% | ||
| Q4 25 | 8.2% | 5.1% | ||
| Q3 25 | -3.4% | 6.6% | ||
| Q2 25 | 9.3% | 3.2% | ||
| Q1 25 | 9.3% | 7.2% | ||
| Q4 24 | 9.8% | 5.3% | ||
| Q3 24 | 10.4% | 0.7% | ||
| Q2 24 | 8.7% | 8.2% |
净利率APTVSW
| Q1 26 | 3.8% | 0.8% | ||
| Q4 25 | 2.7% | 1.3% | ||
| Q3 25 | -6.8% | 3.1% | ||
| Q2 25 | 7.5% | -0.4% | ||
| Q1 25 | -0.2% | 5.0% | ||
| Q4 24 | 5.5% | 1.9% | ||
| Q3 24 | 7.5% | -2.0% | ||
| Q2 24 | 18.6% | 4.4% |
每股收益（稀释后）APTVSW
| Q1 26 | $0.88 | $0.12 | ||
| Q4 25 | $0.63 | $0.18 | ||
| Q3 25 | $-1.63 | $0.47 | ||
| Q2 25 | $1.80 | $-0.05 | ||
| Q1 25 | $-0.05 | $0.73 | ||
| Q4 24 | $1.22 | $-0.12 | ||
| Q3 24 | $1.48 | $-0.30 | ||
| Q2 24 | $3.47 | $0.51 |
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 | $3.2B | — |
| 总债务越低越好 | $9.3B | $980.0M |
| 股东权益账面价值 | $9.4B | $18.1B |
| 总资产 | $25.2B | $45.2B |
| 负债/权益比越低杠杆越低 | 0.99× | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资APTVSW
| Q1 26 | $3.2B | — | ||
| Q4 25 | $1.9B | $892.0M | ||
| Q3 25 | $1.6B | $851.0M | ||
| Q2 25 | $1.4B | $778.0M | ||
| Q1 25 | $1.1B | $797.0M | ||
| Q4 24 | $1.6B | $855.0M | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $2.2B | $26.8K |
总债务APTVSW
| Q1 26 | $9.3B | $980.0M | ||
| Q4 25 | $7.5B | $13.4B | ||
| Q3 25 | $7.6B | $13.3B | ||
| Q2 25 | $7.8B | $13.3B | ||
| Q1 25 | $7.6B | $12.9B | ||
| Q4 24 | $7.8B | $12.5B | ||
| Q3 24 | $8.3B | $13.2B | ||
| Q2 24 | $5.5B | — |
股东权益APTVSW
| Q1 26 | $9.4B | $18.1B | ||
| Q4 25 | $9.2B | $18.3B | ||
| Q3 25 | $9.3B | $18.4B | ||
| Q2 25 | $9.7B | $18.3B | ||
| Q1 25 | $9.0B | $17.9B | ||
| Q4 24 | $8.8B | $17.4B | ||
| Q3 24 | $8.9B | $18.0B | ||
| Q2 24 | $11.5B | $14.5K |
总资产APTVSW
| Q1 26 | $25.2B | $45.2B | ||
| Q4 25 | $23.4B | $45.2B | ||
| Q3 25 | $23.5B | $45.6B | ||
| Q2 25 | $23.9B | $45.7B | ||
| Q1 25 | $23.1B | $44.6B | ||
| Q4 24 | $23.5B | $43.8B | ||
| Q3 24 | $24.8B | $45.0B | ||
| Q2 24 | $24.8B | $26.8K |
负债/权益比APTVSW
| Q1 26 | 0.99× | 0.05× | ||
| Q4 25 | 0.81× | 0.73× | ||
| Q3 25 | 0.82× | 0.72× | ||
| Q2 25 | 0.80× | 0.73× | ||
| Q1 25 | 0.85× | 0.72× | ||
| Q4 24 | 0.89× | 0.72× | ||
| Q3 24 | 0.93× | 0.73× | ||
| 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 | $1.4B | $204.0M |
| 自由现金流经营现金流 - 资本支出 | $-362.0M | — |
| 自由现金流率自由现金流/营收 | -7.1% | — |
| 资本支出强度资本支出/营收 | 4.3% | — |
| 现金转化率经营现金流/净利润 | 7.41× | 3.24× |
| 过去12个月自由现金流最近4个季度 | $1.1B | — |
8季度趋势，按日历期对齐
经营现金流APTVSW
| Q1 26 | $1.4B | $204.0M | ||
| Q4 25 | $818.0M | $1.2B | ||
| Q3 25 | $584.0M | $1.1B | ||
| Q2 25 | $510.0M | $829.0M | ||
| Q1 25 | $273.0M | $235.0M | ||
| Q4 24 | $1.1B | $781.0M | ||
| Q3 24 | $499.0M | $320.0M | ||
| Q2 24 | $643.0M | $340.0M |
自由现金流APTVSW
| Q1 26 | $-362.0M | — | ||
| Q4 25 | $651.0M | $612.0M | ||
| Q3 25 | $441.0M | $523.0M | ||
| Q2 25 | $361.0M | $307.0M | ||
| Q1 25 | $76.0M | $-242.0M | ||
| Q4 24 | $894.0M | $212.0M | ||
| Q3 24 | $326.0M | $-192.0M | ||
| Q2 24 | $417.0M | $163.0M |
自由现金流率APTVSW
| Q1 26 | -7.1% | — | ||
| Q4 25 | 12.6% | 8.1% | ||
| Q3 25 | 8.5% | 6.5% | ||
| Q2 25 | 6.9% | 3.9% | ||
| Q1 25 | 1.6% | -3.2% | ||
| Q4 24 | 18.2% | 2.8% | ||
| Q3 24 | 6.7% | -2.5% | ||
| Q2 24 | 8.3% | 5.5% |
资本支出强度APTVSW
| Q1 26 | 4.3% | — | ||
| Q4 25 | 3.2% | 7.7% | ||
| Q3 25 | 2.7% | 7.6% | ||
| Q2 25 | 2.9% | 6.6% | ||
| Q1 25 | 4.1% | 6.2% | ||
| Q4 24 | 3.4% | 7.5% | ||
| Q3 24 | 3.6% | 6.7% | ||
| Q2 24 | 4.5% | 6.0% |
现金转化率APTVSW
| Q1 26 | 7.41× | 3.24× | ||
| Q4 25 | 5.93× | 12.32× | ||
| Q3 25 | — | 4.61× | ||
| Q2 25 | 1.30× | — | ||
| Q1 25 | — | 0.61× | ||
| Q4 24 | 3.96× | 5.35× | ||
| Q3 24 | 1.37× | — | ||
| Q2 24 | 0.69× | 2.58× |
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 | $2.2B | 43% |
| Engineered Components | $1.7B | 33% |
| Intelligent Systems | $1.4B | 28% |
SW
暂无分部数据
