vs
安富利(AVT)与恩智浦(NXPI)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恩智浦的2.0倍($6.3B vs $3.2B),恩智浦净利率更高(35.3% vs 1.0%,领先34.3%),安富利同比增速更快(11.6% vs -5.0%),恩智浦自由现金流更多($714.0M vs $192.9M),过去两年安富利的营收复合增速更高(5.7% vs 0.9%)
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。
恩智浦是总部位于荷兰埃因霍温的半导体设计与制造企业,为2024年市值排名欧洲第三的半导体公司。目前集团在全球30多个国家拥有约3.4万名员工,2024年总营收达126.1亿美元。
AVT vs NXPI — 直观对比
营收规模更大
AVT
是对方的2.0倍
$3.2B
营收增速更快
AVT
高出16.6%
-5.0%
净利率更高
NXPI
高出34.3%
1.0%
自由现金流更多
NXPI
多$521.1M
$192.9M
两年增速更快
AVT
近两年复合增速
0.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $6.3B | $3.2B |
| 净利润 | $61.7M | $1.1B |
| 毛利率 | 10.5% | 59.5% |
| 营业利润率 | 2.3% | — |
| 净利率 | 1.0% | 35.3% |
| 营收同比 | 11.6% | -5.0% |
| 净利润同比 | -29.2% | 147.0% |
| 每股收益(稀释后) | $0.75 | $4.43 |
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
NXPI
| Q1 26 | — | $3.2B | ||
| Q4 25 | $6.3B | $3.3B | ||
| Q3 25 | $5.9B | $3.2B | ||
| Q2 25 | $5.6B | $2.9B | ||
| Q1 25 | $5.3B | $2.8B | ||
| Q4 24 | $5.7B | $3.1B | ||
| Q3 24 | $5.6B | $3.3B | ||
| Q2 24 | $5.6B | $3.1B |
净利润
AVT
NXPI
| Q1 26 | — | $1.1B | ||
| Q4 25 | $61.7M | $455.0M | ||
| Q3 25 | $51.7M | $631.0M | ||
| Q2 25 | $6.1M | $445.0M | ||
| Q1 25 | $87.9M | $490.0M | ||
| Q4 24 | $87.3M | $495.0M | ||
| Q3 24 | $59.0M | $718.0M | ||
| Q2 24 | $82.7M | $658.0M |
毛利率
AVT
NXPI
| Q1 26 | — | 59.5% | ||
| Q4 25 | 10.5% | 54.2% | ||
| Q3 25 | 10.4% | 56.3% | ||
| Q2 25 | 10.6% | 53.4% | ||
| Q1 25 | 11.1% | 55.0% | ||
| Q4 24 | 10.5% | 53.9% | ||
| Q3 24 | 10.8% | 57.4% | ||
| Q2 24 | 11.6% | 57.3% |
营业利润率
AVT
NXPI
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 22.3% | ||
| Q3 25 | 2.4% | 28.1% | ||
| Q2 25 | 1.3% | 23.5% | ||
| Q1 25 | 2.7% | 25.5% | ||
| Q4 24 | 2.7% | 21.7% | ||
| Q3 24 | 2.5% | 30.5% | ||
| Q2 24 | 3.0% | 28.7% |
净利率
AVT
NXPI
| Q1 26 | — | 35.3% | ||
| Q4 25 | 1.0% | 13.6% | ||
| Q3 25 | 0.9% | 19.9% | ||
| Q2 25 | 0.1% | 15.2% | ||
| Q1 25 | 1.7% | 17.3% | ||
| Q4 24 | 1.5% | 15.9% | ||
| Q3 24 | 1.1% | 22.1% | ||
| Q2 24 | 1.5% | 21.0% |
每股收益(稀释后)
AVT
NXPI
| Q1 26 | — | $4.43 | ||
| Q4 25 | $0.75 | $1.80 | ||
| Q3 25 | $0.61 | $2.48 | ||
| Q2 25 | $0.09 | $1.75 | ||
| Q1 25 | $1.01 | $1.92 | ||
| Q4 24 | $0.99 | $1.93 | ||
| Q3 24 | $0.66 | $2.79 | ||
| Q2 24 | $0.93 | $2.54 |
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 | $3.7B |
| 总债务越低越好 | — | $11.7B |
| 股东权益账面价值 | $4.9B | $10.9B |
| 总资产 | $13.2B | $27.1B |
| 负债/权益比越低杠杆越低 | — | 1.07× |
8季度趋势,按日历期对齐
现金及短期投资
AVT
NXPI
| Q1 26 | — | $3.7B | ||
| Q4 25 | $286.5M | $3.3B | ||
| Q3 25 | $175.5M | $3.5B | ||
| Q2 25 | $192.4M | $3.2B | ||
| Q1 25 | $188.9M | $4.0B | ||
| Q4 24 | $172.1M | $3.3B | ||
| Q3 24 | $267.5M | $2.7B | ||
| Q2 24 | $310.9M | $2.9B |
总债务
AVT
NXPI
| Q1 26 | — | $11.7B | ||
| Q4 25 | — | $11.0B | ||
| Q3 25 | — | $11.0B | ||
| Q2 25 | — | $9.5B | ||
| Q1 25 | — | $10.2B | ||
| Q4 24 | — | $10.4B | ||
| Q3 24 | — | $9.7B | ||
| Q2 24 | — | $9.7B |
股东权益
AVT
NXPI
| Q1 26 | — | $10.9B | ||
| Q4 25 | $4.9B | $10.1B | ||
| Q3 25 | $4.8B | $10.0B | ||
| Q2 25 | $5.0B | $9.6B | ||
| Q1 25 | $4.9B | $9.3B | ||
| Q4 24 | $4.8B | $9.2B | ||
| Q3 24 | $5.0B | $9.4B | ||
| Q2 24 | $4.9B | $9.0B |
总资产
AVT
NXPI
| Q1 26 | — | $27.1B | ||
| Q4 25 | $13.2B | $26.6B | ||
| Q3 25 | $12.4B | $26.4B | ||
| Q2 25 | $12.1B | $25.3B | ||
| Q1 25 | $11.7B | $25.2B | ||
| Q4 24 | $11.9B | $24.4B | ||
| Q3 24 | $12.6B | $23.7B | ||
| Q2 24 | $12.2B | $23.2B |
负债/权益比
AVT
NXPI
| Q1 26 | — | 1.07× | ||
| Q4 25 | — | 1.09× | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | — | 0.99× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 1.13× | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 1.07× |
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 | $208.2M | — |
| 自由现金流经营现金流 - 资本支出 | $192.9M | $714.0M |
| 自由现金流率自由现金流/营收 | 3.1% | 22.4% |
| 资本支出强度资本支出/营收 | 0.2% | 2.5% |
| 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 | $2.7B |
8季度趋势,按日历期对齐
经营现金流
AVT
NXPI
| Q1 26 | — | — | ||
| Q4 25 | $208.2M | $891.0M | ||
| Q3 25 | $-144.6M | $585.0M | ||
| Q2 25 | $139.5M | $779.0M | ||
| Q1 25 | $140.9M | $565.0M | ||
| Q4 24 | $337.8M | $391.0M | ||
| Q3 24 | $106.3M | $779.0M | ||
| Q2 24 | $274.3M | $761.0M |
自由现金流
AVT
NXPI
| Q1 26 | — | $714.0M | ||
| Q4 25 | $192.9M | $793.0M | ||
| Q3 25 | $-169.2M | $508.0M | ||
| Q2 25 | $79.9M | $696.0M | ||
| Q1 25 | $114.1M | $426.0M | ||
| Q4 24 | $308.5M | $261.0M | ||
| Q3 24 | $74.5M | $593.0M | ||
| Q2 24 | $248.0M | $576.0M |
自由现金流率
AVT
NXPI
| Q1 26 | — | 22.4% | ||
| Q4 25 | 3.1% | 23.8% | ||
| Q3 25 | -2.9% | 16.0% | ||
| Q2 25 | 1.4% | 23.8% | ||
| Q1 25 | 2.1% | 15.0% | ||
| Q4 24 | 5.4% | 8.4% | ||
| Q3 24 | 1.3% | 18.2% | ||
| Q2 24 | 4.5% | 18.4% |
资本支出强度
AVT
NXPI
| Q1 26 | — | 2.5% | ||
| Q4 25 | 0.2% | 2.9% | ||
| Q3 25 | 0.4% | 2.4% | ||
| Q2 25 | 1.1% | 2.8% | ||
| Q1 25 | 0.5% | 4.9% | ||
| Q4 24 | 0.5% | 4.2% | ||
| Q3 24 | 0.6% | 5.7% | ||
| Q2 24 | 0.5% | 5.9% |
现金转化率
AVT
NXPI
| Q1 26 | — | — | ||
| Q4 25 | 3.37× | 1.96× | ||
| Q3 25 | -2.79× | 0.93× | ||
| Q2 25 | 22.91× | 1.75× | ||
| Q1 25 | 1.60× | 1.15× | ||
| Q4 24 | 3.87× | 0.79× | ||
| Q3 24 | 1.80× | 1.08× | ||
| Q2 24 | 3.32× | 1.16× |
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% |
NXPI
暂无分部数据