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安富利(AVT)与Genuine Parts Company(GPC)财务数据对比。点击上方公司名可切换其他公司
安富利的季度营收约是Genuine Parts Company的1.0倍($6.3B vs $6.3B),Genuine Parts Company净利率更高(3.0% vs 1.0%,领先2.0%),安富利同比增速更快(11.6% vs 6.8%),安富利自由现金流更多($192.9M vs $-33.6M),过去两年安富利的营收复合增速更高(5.7% vs 2.5%)
安富利是全球知名的电子元器件分销商,总部位于美国亚利桑那州凤凰城,由查尔斯·安富利于1921年创立,最初起步于曼哈顿无线电街。1955年公司正式注册成立,1961年在纽约证券交易所上市,2018年5月8日转至纳斯达克挂牌交易,股票代码仍为AVT。
Genuine Parts Company(简称GPC)是总部位于美国佐治亚州亚特兰大的汽车及工业零部件分销商,1928年由卡莱尔与马尔科姆·弗雷泽兄弟创立,现有约6万名员工,业务覆盖美国、澳大拉西亚、欧洲、墨西哥等十余个国家和地区。
AVT vs GPC — 直观对比
营收规模更大
AVT
是对方的1.0倍
$6.3B
营收增速更快
AVT
高出4.8%
6.8%
净利率更高
GPC
高出2.0%
1.0%
自由现金流更多
AVT
多$226.5M
$-33.6M
两年增速更快
AVT
近两年复合增速
2.5%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $6.3B | $6.3B |
| 净利润 | $61.7M | $188.5M |
| 毛利率 | 10.5% | 37.3% |
| 营业利润率 | 2.3% | — |
| 净利率 | 1.0% | 3.0% |
| 营收同比 | 11.6% | 6.8% |
| 净利润同比 | -29.2% | -3.0% |
| 每股收益(稀释后) | $0.75 | $1.37 |
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
AVT
GPC
| Q1 26 | — | $6.3B | ||
| Q4 25 | $6.3B | $6.0B | ||
| Q3 25 | $5.9B | $6.3B | ||
| Q2 25 | $5.6B | $6.2B | ||
| Q1 25 | $5.3B | $5.9B | ||
| Q4 24 | $5.7B | $5.8B | ||
| Q3 24 | $5.6B | $6.0B | ||
| Q2 24 | $5.6B | $6.0B |
净利润
AVT
GPC
| Q1 26 | — | $188.5M | ||
| Q4 25 | $61.7M | $-609.5M | ||
| Q3 25 | $51.7M | $226.2M | ||
| Q2 25 | $6.1M | $254.9M | ||
| Q1 25 | $87.9M | $194.4M | ||
| Q4 24 | $87.3M | $133.1M | ||
| Q3 24 | $59.0M | $226.6M | ||
| Q2 24 | $82.7M | $295.5M |
毛利率
AVT
GPC
| Q1 26 | — | 37.3% | ||
| Q4 25 | 10.5% | 35.0% | ||
| Q3 25 | 10.4% | 37.4% | ||
| Q2 25 | 10.6% | 37.7% | ||
| Q1 25 | 11.1% | 37.1% | ||
| Q4 24 | 10.5% | 35.9% | ||
| Q3 24 | 10.8% | 36.8% | ||
| Q2 24 | 11.6% | 36.6% |
营业利润率
AVT
GPC
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | -13.8% | ||
| Q3 25 | 2.4% | 4.7% | ||
| Q2 25 | 1.3% | 5.5% | ||
| Q1 25 | 2.7% | 4.3% | ||
| Q4 24 | 2.7% | 2.9% | ||
| Q3 24 | 2.5% | 5.0% | ||
| Q2 24 | 3.0% | 6.5% |
净利率
AVT
GPC
| Q1 26 | — | 3.0% | ||
| Q4 25 | 1.0% | -10.1% | ||
| Q3 25 | 0.9% | 3.6% | ||
| Q2 25 | 0.1% | 4.1% | ||
| Q1 25 | 1.7% | 3.3% | ||
| Q4 24 | 1.5% | 2.3% | ||
| Q3 24 | 1.1% | 3.8% | ||
| Q2 24 | 1.5% | 5.0% |
每股收益(稀释后)
AVT
GPC
| Q1 26 | — | $1.37 | ||
| Q4 25 | $0.75 | $-4.38 | ||
| Q3 25 | $0.61 | $1.62 | ||
| Q2 25 | $0.09 | $1.83 | ||
| Q1 25 | $1.01 | $1.40 | ||
| Q4 24 | $0.99 | $0.96 | ||
| Q3 24 | $0.66 | $1.62 | ||
| Q2 24 | $0.93 | $2.11 |
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 | $286.5M | $500.0M |
| 总债务越低越好 | — | $4.6B |
| 股东权益账面价值 | $4.9B | $4.5B |
| 总资产 | $13.2B | $21.0B |
| 负债/权益比越低杠杆越低 | — | 1.03× |
8季度趋势,按日历期对齐
现金及短期投资
AVT
GPC
| Q1 26 | — | $500.0M | ||
| Q4 25 | $286.5M | — | ||
| Q3 25 | $175.5M | — | ||
| Q2 25 | $192.4M | — | ||
| Q1 25 | $188.9M | — | ||
| Q4 24 | $172.1M | — | ||
| Q3 24 | $267.5M | — | ||
| Q2 24 | $310.9M | — |
总债务
AVT
GPC
| Q1 26 | — | $4.6B | ||
| Q4 25 | — | $4.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
AVT
GPC
| Q1 26 | — | $4.5B | ||
| Q4 25 | $4.9B | $4.4B | ||
| Q3 25 | $4.8B | $4.8B | ||
| Q2 25 | $5.0B | $4.7B | ||
| Q1 25 | $4.9B | $4.4B | ||
| Q4 24 | $4.8B | $4.3B | ||
| Q3 24 | $5.0B | $4.7B | ||
| Q2 24 | $4.9B | $4.5B |
总资产
AVT
GPC
| Q1 26 | — | $21.0B | ||
| Q4 25 | $13.2B | $20.8B | ||
| Q3 25 | $12.4B | $20.7B | ||
| Q2 25 | $12.1B | $20.4B | ||
| Q1 25 | $11.7B | $19.8B | ||
| Q4 24 | $11.9B | $19.3B | ||
| Q3 24 | $12.6B | $20.3B | ||
| Q2 24 | $12.2B | $18.9B |
负债/权益比
AVT
GPC
| Q1 26 | — | 1.03× | ||
| Q4 25 | — | 1.08× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.99× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $208.2M | — |
| 自由现金流经营现金流 - 资本支出 | $192.9M | $-33.6M |
| 自由现金流率自由现金流/营收 | 3.1% | -0.5% |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 现金转化率经营现金流/净利润 | 3.37× | — |
| 过去12个月自由现金流最近4个季度 | $217.7M | $548.0M |
8季度趋势,按日历期对齐
经营现金流
AVT
GPC
| Q1 26 | — | — | ||
| Q4 25 | $208.2M | $380.1M | ||
| Q3 25 | $-144.6M | $341.6M | ||
| Q2 25 | $139.5M | $209.9M | ||
| Q1 25 | $140.9M | $-40.8M | ||
| Q4 24 | $337.8M | $155.0M | ||
| Q3 24 | $106.3M | $484.3M | ||
| Q2 24 | $274.3M | $293.6M |
自由现金流
AVT
GPC
| Q1 26 | — | $-33.6M | ||
| Q4 25 | $192.9M | $260.7M | ||
| Q3 25 | $-169.2M | $240.0M | ||
| Q2 25 | $79.9M | $81.0M | ||
| Q1 25 | $114.1M | $-160.7M | ||
| Q4 24 | $308.5M | $-26.7M | ||
| Q3 24 | $74.5M | $358.0M | ||
| Q2 24 | $248.0M | $150.1M |
自由现金流率
AVT
GPC
| Q1 26 | — | -0.5% | ||
| Q4 25 | 3.1% | 4.3% | ||
| Q3 25 | -2.9% | 3.8% | ||
| Q2 25 | 1.4% | 1.3% | ||
| Q1 25 | 2.1% | -2.7% | ||
| Q4 24 | 5.4% | -0.5% | ||
| Q3 24 | 1.3% | 6.0% | ||
| Q2 24 | 4.5% | 2.5% |
资本支出强度
AVT
GPC
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 2.0% | ||
| Q3 25 | 0.4% | 1.6% | ||
| Q2 25 | 1.1% | 2.1% | ||
| Q1 25 | 0.5% | 2.0% | ||
| Q4 24 | 0.5% | 3.1% | ||
| Q3 24 | 0.6% | 2.1% | ||
| Q2 24 | 0.5% | 2.4% |
现金转化率
AVT
GPC
| Q1 26 | — | — | ||
| Q4 25 | 3.37× | — | ||
| Q3 25 | -2.79× | 1.51× | ||
| Q2 25 | 22.91× | 0.82× | ||
| Q1 25 | 1.60× | -0.21× | ||
| Q4 24 | 3.87× | 1.17× | ||
| Q3 24 | 1.80× | 2.14× | ||
| Q2 24 | 3.32× | 0.99× |
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
AVT
| Electronic Components | $5.9B | 93% |
| Premier Farnell | $427.1M | 7% |
GPC
暂无分部数据