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AeroVironment Inc(AVAV)与富兰克林电气(FELE)财务数据对比。点击上方公司名可切换其他公司
富兰克林电气的季度营收约是AeroVironment Inc的1.1倍($500.4M vs $472.5M),富兰克林电气净利率更高(6.9% vs -3.6%,领先10.6%),AeroVironment Inc同比增速更快(181.9% vs 9.9%),过去两年AeroVironment Inc的营收复合增速更高(59.1% vs -4.0%)
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业,总部位于弗吉尼亚州阿灵顿,专注于自主系统、反无人机系统及航天系统的研发制造,为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商,主营泵类、电机、驱动器及控制设备,产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡,在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地,为全球客户提供可靠的流体运输与能源管理解决方案。
AVAV vs FELE — 直观对比
营收规模更大
FELE
是对方的1.1倍
$472.5M
营收增速更快
AVAV
高出171.9%
9.9%
净利率更高
FELE
高出10.6%
-3.6%
两年增速更快
AVAV
近两年复合增速
-4.0%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $472.5M | $500.4M |
| 净利润 | $-17.1M | $34.7M |
| 毛利率 | 22.0% | 35.0% |
| 营业利润率 | -6.4% | 9.6% |
| 净利率 | -3.6% | 6.9% |
| 营收同比 | 181.9% | 9.9% |
| 净利润同比 | -875.1% | 10.6% |
| 每股收益(稀释后) | $-0.34 | $0.77 |
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
AVAV
FELE
| Q1 26 | — | $500.4M | ||
| Q4 25 | $472.5M | $506.9M | ||
| Q3 25 | $454.7M | $581.7M | ||
| Q2 25 | $275.1M | $587.4M | ||
| Q1 25 | $167.6M | $455.2M | ||
| Q4 24 | $188.5M | $485.7M | ||
| Q3 24 | $189.5M | $531.4M | ||
| Q2 24 | $197.0M | $543.3M |
净利润
AVAV
FELE
| Q1 26 | — | $34.7M | ||
| Q4 25 | $-17.1M | $39.3M | ||
| Q3 25 | $-67.4M | $16.7M | ||
| Q2 25 | $16.7M | $60.1M | ||
| Q1 25 | $-1.8M | $31.0M | ||
| Q4 24 | $7.5M | $33.7M | ||
| Q3 24 | $21.2M | $54.6M | ||
| Q2 24 | $6.0M | $59.1M |
毛利率
AVAV
FELE
| Q1 26 | — | 35.0% | ||
| Q4 25 | 22.0% | 33.8% | ||
| Q3 25 | 20.9% | 35.9% | ||
| Q2 25 | 36.5% | 36.1% | ||
| Q1 25 | 37.7% | 36.0% | ||
| Q4 24 | 39.1% | 33.8% | ||
| Q3 24 | 43.0% | 35.7% | ||
| Q2 24 | 38.4% | 36.8% |
营业利润率
AVAV
FELE
| Q1 26 | — | 9.6% | ||
| Q4 25 | -6.4% | 10.2% | ||
| Q3 25 | -15.2% | 14.6% | ||
| Q2 25 | 5.0% | 15.0% | ||
| Q1 25 | -1.8% | 9.7% | ||
| Q4 24 | 3.7% | 8.9% | ||
| Q3 24 | 12.2% | 13.8% | ||
| Q2 24 | 3.0% | 14.6% |
净利率
AVAV
FELE
| Q1 26 | — | 6.9% | ||
| Q4 25 | -3.6% | 7.7% | ||
| Q3 25 | -14.8% | 2.9% | ||
| Q2 25 | 6.1% | 10.2% | ||
| Q1 25 | -1.0% | 6.8% | ||
| Q4 24 | 4.0% | 6.9% | ||
| Q3 24 | 11.2% | 10.3% | ||
| Q2 24 | 3.1% | 10.9% |
每股收益(稀释后)
AVAV
FELE
| Q1 26 | — | $0.77 | ||
| Q4 25 | $-0.34 | $0.87 | ||
| Q3 25 | $-1.44 | $0.37 | ||
| Q2 25 | $0.59 | $1.31 | ||
| Q1 25 | $-0.06 | $0.67 | ||
| Q4 24 | $0.27 | $0.73 | ||
| Q3 24 | $0.75 | $1.17 | ||
| Q2 24 | $0.18 | $1.26 |
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 | $588.5M | $80.4M |
| 总债务越低越好 | $747.5M | $134.4M |
| 股东权益账面价值 | $4.4B | $1.3B |
| 总资产 | $5.6B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.10× |
8季度趋势,按日历期对齐
现金及短期投资
AVAV
FELE
| Q1 26 | — | $80.4M | ||
| Q4 25 | $588.5M | $99.7M | ||
| Q3 25 | $685.8M | $102.9M | ||
| Q2 25 | $40.9M | $104.6M | ||
| Q1 25 | $47.0M | $84.0M | ||
| Q4 24 | $69.0M | $220.5M | ||
| Q3 24 | $81.2M | $106.3M | ||
| Q2 24 | $73.3M | $58.1M |
总债务
AVAV
FELE
| Q1 26 | — | $134.4M | ||
| Q4 25 | $747.5M | $135.2M | ||
| Q3 25 | $747.5M | $135.2M | ||
| Q2 25 | $30.0M | $14.5M | ||
| Q1 25 | $25.0M | $14.9M | ||
| Q4 24 | $15.0M | $11.6M | ||
| Q3 24 | $17.5M | $11.6M | ||
| Q2 24 | $28.0M | $87.2M |
股东权益
AVAV
FELE
| Q1 26 | — | $1.3B | ||
| Q4 25 | $4.4B | $1.3B | ||
| Q3 25 | $4.4B | $1.3B | ||
| Q2 25 | $886.5M | $1.3B | ||
| Q1 25 | $861.1M | $1.3B | ||
| Q4 24 | $858.4M | $1.3B | ||
| Q3 24 | $845.5M | $1.3B | ||
| Q2 24 | $822.7M | $1.2B |
总资产
AVAV
FELE
| Q1 26 | — | $2.0B | ||
| Q4 25 | $5.6B | $1.9B | ||
| Q3 25 | $5.6B | $2.0B | ||
| Q2 25 | $1.1B | $2.0B | ||
| Q1 25 | $1.0B | $1.9B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $999.2M | $1.8B | ||
| Q2 24 | $1.0B | $1.8B |
负债/权益比
AVAV
FELE
| Q1 26 | — | 0.10× | ||
| Q4 25 | 0.17× | 0.10× | ||
| Q3 25 | 0.17× | 0.10× | ||
| Q2 25 | 0.03× | 0.01× | ||
| Q1 25 | 0.03× | 0.01× | ||
| Q4 24 | 0.02× | 0.01× | ||
| Q3 24 | 0.02× | 0.01× | ||
| Q2 24 | 0.03× | 0.07× |
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 | $-45.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | — |
| 自由现金流率自由现金流/营收 | -11.8% | — |
| 资本支出强度资本支出/营收 | 2.3% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-240.7M | — |
8季度趋势,按日历期对齐
经营现金流
AVAV
FELE
| Q1 26 | — | — | ||
| Q4 25 | $-45.1M | $104.2M | ||
| Q3 25 | $-123.7M | $102.7M | ||
| Q2 25 | $-264.0K | $51.5M | ||
| Q1 25 | $-25.8M | $-19.5M | ||
| Q4 24 | $-3.6M | $110.3M | ||
| Q3 24 | $28.4M | $116.1M | ||
| Q2 24 | $-11.7M | $36.4M |
自由现金流
AVAV
FELE
| Q1 26 | — | — | ||
| Q4 25 | $-55.9M | $88.7M | ||
| Q3 25 | $-146.5M | $91.3M | ||
| Q2 25 | $-8.8M | $39.9M | ||
| Q1 25 | $-29.6M | $-26.3M | ||
| Q4 24 | $-8.7M | $97.5M | ||
| Q3 24 | $22.9M | $106.6M | ||
| Q2 24 | $-20.8M | $26.1M |
自由现金流率
AVAV
FELE
| Q1 26 | — | — | ||
| Q4 25 | -11.8% | 17.5% | ||
| Q3 25 | -32.2% | 15.7% | ||
| Q2 25 | -3.2% | 6.8% | ||
| Q1 25 | -17.7% | -5.8% | ||
| Q4 24 | -4.6% | 20.1% | ||
| Q3 24 | 12.1% | 20.1% | ||
| Q2 24 | -10.5% | 4.8% |
资本支出强度
AVAV
FELE
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 3.1% | ||
| Q3 25 | 5.0% | 2.0% | ||
| Q2 25 | 3.1% | 2.0% | ||
| Q1 25 | 2.3% | 1.5% | ||
| Q4 24 | 2.7% | 2.6% | ||
| Q3 24 | 2.9% | 1.8% | ||
| Q2 24 | 4.6% | 1.9% |
现金转化率
AVAV
FELE
| Q1 26 | — | — | ||
| Q4 25 | — | 2.65× | ||
| Q3 25 | — | 6.14× | ||
| Q2 25 | -0.02× | 0.86× | ||
| Q1 25 | — | -0.63× | ||
| Q4 24 | -0.48× | 3.28× | ||
| Q3 24 | 1.34× | 2.13× | ||
| Q2 24 | -1.93× | 0.62× |
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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
FELE
暂无分部数据