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安波福（APTV）与渥弗林（WWW）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渥弗林的10.0倍（$5.2B vs $517.5M）。渥弗林净利率更高（6.1% vs 2.7%，领先3.5%）。渥弗林同比增速更快（25.5% vs 5.0%）。安波福自由现金流更多（$651.0M vs $145.6M）。过去两年渥弗林的营收复合增速更高（14.5% 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。
渥弗林是一家国际知名的鞋履、服饰及配饰设计、生产与销售企业，旗下拥有迈乐、斯佩里、索康尼、暇步士等多个知名品牌，覆盖户外休闲、日常穿搭、工装、运动等消费领域，产品通过线上线下渠道及批发网络销往全球。
APTV vs WWW — 直观对比
营收规模更大
APTV
是对方的10.0倍
$517.5M
营收增速更快
WWW
高出20.5%
5.0%
净利率更高
WWW
高出3.5%
2.7%
自由现金流更多
APTV
多$505.4M
$145.6M
两年增速更快
WWW
近两年复合增速
2.5%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $5.2B | $517.5M |
| 净利润 | $138.0M | $31.8M |
| 毛利率 | 18.7% | 47.3% |
| 营业利润率 | 8.2% | 9.7% |
| 净利率 | 2.7% | 6.1% |
| 营收同比 | 5.0% | 25.5% |
| 净利润同比 | -48.5% | 162.8% |
| 每股收益（稀释后） | $0.63 | $0.37 |
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APTVWWW
| Q1 26 | — | $517.5M | ||
| Q4 25 | $5.2B | — | ||
| Q3 25 | $5.2B | $470.3M | ||
| Q2 25 | $5.2B | $474.2M | ||
| Q1 25 | $4.8B | $412.3M | ||
| Q4 24 | $4.9B | $494.7M | ||
| Q3 24 | $4.9B | $440.2M | ||
| Q2 24 | $5.1B | $425.2M |
净利润APTVWWW
| Q1 26 | — | $31.8M | ||
| Q4 25 | $138.0M | — | ||
| Q3 25 | $-355.0M | $25.1M | ||
| Q2 25 | $393.0M | $26.8M | ||
| Q1 25 | $-11.0M | $12.1M | ||
| Q4 24 | $268.0M | $23.1M | ||
| Q3 24 | $363.0M | $23.2M | ||
| Q2 24 | $938.0M | $13.8M |
毛利率APTVWWW
| Q1 26 | — | 47.3% | ||
| Q4 25 | 18.7% | — | ||
| Q3 25 | 19.5% | 47.5% | ||
| Q2 25 | 19.1% | 47.2% | ||
| Q1 25 | 19.1% | 47.2% | ||
| Q4 24 | 19.6% | 43.4% | ||
| Q3 24 | 18.6% | 45.1% | ||
| Q2 24 | 19.2% | 43.1% |
营业利润率APTVWWW
| Q1 26 | — | 9.7% | ||
| Q4 25 | 8.2% | — | ||
| Q3 25 | -3.4% | 8.4% | ||
| Q2 25 | 9.3% | 8.6% | ||
| Q1 25 | 9.3% | 4.8% | ||
| Q4 24 | 9.8% | 7.4% | ||
| Q3 24 | 10.4% | 7.9% | ||
| Q2 24 | 8.7% | 6.8% |
净利率APTVWWW
| Q1 26 | — | 6.1% | ||
| Q4 25 | 2.7% | — | ||
| Q3 25 | -6.8% | 5.3% | ||
| Q2 25 | 7.5% | 5.7% | ||
| Q1 25 | -0.2% | 2.9% | ||
| Q4 24 | 5.5% | 4.7% | ||
| Q3 24 | 7.5% | 5.3% | ||
| Q2 24 | 18.6% | 3.2% |
每股收益（稀释后）APTVWWW
| Q1 26 | — | $0.37 | ||
| Q4 25 | $0.63 | — | ||
| Q3 25 | $-1.63 | $0.30 | ||
| Q2 25 | $1.80 | $0.32 | ||
| Q1 25 | $-0.05 | $0.15 | ||
| Q4 24 | $1.22 | $0.29 | ||
| Q3 24 | $1.48 | $0.28 | ||
| Q2 24 | $3.47 | $0.17 |
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 | — |
| 总债务越低越好 | $7.5B | $621.7M |
| 股东权益账面价值 | $9.2B | $408.0M |
| 总资产 | $23.4B | $1.7B |
| 负债/权益比越低杠杆越低 | 0.81× | 1.52× |
8季度趋势，按日历期对齐
现金及短期投资APTVWWW
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $2.2B | — |
总债务APTVWWW
| Q1 26 | — | $621.7M | ||
| Q4 25 | $7.5B | — | ||
| Q3 25 | $7.6B | $676.4M | ||
| Q2 25 | $7.8B | $708.5M | ||
| Q1 25 | $7.6B | $710.8M | ||
| Q4 24 | $7.8B | $648.0M | ||
| Q3 24 | $8.3B | $702.8M | ||
| Q2 24 | $5.5B | $814.7M |
股东权益APTVWWW
| Q1 26 | — | $408.0M | ||
| Q4 25 | $9.2B | — | ||
| Q3 25 | $9.3B | $376.7M | ||
| Q2 25 | $9.7B | $344.0M | ||
| Q1 25 | $9.0B | $310.6M | ||
| Q4 24 | $8.8B | $312.9M | ||
| Q3 24 | $8.9B | $295.2M | ||
| Q2 24 | $11.5B | $262.1M |
总资产APTVWWW
| Q1 26 | — | $1.7B | ||
| Q4 25 | $23.4B | — | ||
| Q3 25 | $23.5B | $1.7B | ||
| Q2 25 | $23.9B | $1.8B | ||
| Q1 25 | $23.1B | $1.7B | ||
| Q4 24 | $23.5B | $1.7B | ||
| Q3 24 | $24.8B | $1.8B | ||
| Q2 24 | $24.8B | $1.8B |
负债/权益比APTVWWW
| Q1 26 | — | 1.52× | ||
| Q4 25 | 0.81× | — | ||
| Q3 25 | 0.82× | 1.80× | ||
| Q2 25 | 0.80× | 2.06× | ||
| Q1 25 | 0.85× | 2.29× | ||
| Q4 24 | 0.89× | 2.07× | ||
| Q3 24 | 0.93× | 2.38× | ||
| Q2 24 | 0.48× | 3.11× |
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 | $146.2M |
| 自由现金流经营现金流 - 资本支出 | $651.0M | $145.6M |
| 自由现金流率自由现金流/营收 | 12.6% | 28.1% |
| 资本支出强度资本支出/营收 | 3.2% | 0.1% |
| 现金转化率经营现金流/净利润 | 5.93× | 4.60× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $125.5M |
8季度趋势，按日历期对齐
经营现金流APTVWWW
| Q1 26 | — | $146.2M | ||
| Q4 25 | $818.0M | — | ||
| Q3 25 | $584.0M | $33.0M | ||
| Q2 25 | $510.0M | $44.6M | ||
| Q1 25 | $273.0M | $-83.8M | ||
| Q4 24 | $1.1B | $82.4M | ||
| Q3 24 | $499.0M | $108.2M | ||
| Q2 24 | $643.0M | $26.7M |
自由现金流APTVWWW
| Q1 26 | — | $145.6M | ||
| Q4 25 | $651.0M | — | ||
| Q3 25 | $441.0M | $30.1M | ||
| Q2 25 | $361.0M | $41.2M | ||
| Q1 25 | $76.0M | $-91.4M | ||
| Q4 24 | $894.0M | $74.4M | ||
| Q3 24 | $326.0M | $104.1M | ||
| Q2 24 | $417.0M | $23.7M |
自由现金流率APTVWWW
| Q1 26 | — | 28.1% | ||
| Q4 25 | 12.6% | — | ||
| Q3 25 | 8.5% | 6.4% | ||
| Q2 25 | 6.9% | 8.7% | ||
| Q1 25 | 1.6% | -22.2% | ||
| Q4 24 | 18.2% | 15.0% | ||
| Q3 24 | 6.7% | 23.6% | ||
| Q2 24 | 8.3% | 5.6% |
资本支出强度APTVWWW
| Q1 26 | — | 0.1% | ||
| Q4 25 | 3.2% | — | ||
| Q3 25 | 2.7% | 0.6% | ||
| Q2 25 | 2.9% | 0.7% | ||
| Q1 25 | 4.1% | 1.8% | ||
| Q4 24 | 3.4% | 1.6% | ||
| Q3 24 | 3.6% | 0.9% | ||
| Q2 24 | 4.5% | 0.7% |
现金转化率APTVWWW
| Q1 26 | — | 4.60× | ||
| Q4 25 | 5.93× | — | ||
| Q3 25 | — | 1.31× | ||
| Q2 25 | 1.30× | 1.66× | ||
| Q1 25 | — | -6.93× | ||
| Q4 24 | 3.96× | 3.57× | ||
| Q3 24 | 1.37× | 4.66× | ||
| Q2 24 | 0.69× | 1.93× |
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% |
WWW
| Sales Channel Through Intermediary | $230.2M | 44% |
| Sales Channel Directly To Consumer | $142.6M | 28% |
| Work Group | $134.0M | 26% |
| Other | $10.7M | 2% |
