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安富利（AVT）与庞贝捷工业（PPG）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庞贝捷工业的1.6倍（$6.3B vs $3.9B），庞贝捷工业净利率更高（9.8% vs 1.0%，领先8.8%），安富利同比增速更快（11.6% vs 6.7%），过去两年安富利的营收复合增速更高（5.7% vs -9.5%）
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。
庞贝捷工业是总部位于美国宾夕法尼亚州匹兹堡的涂料及特种材料供应商，业务覆盖全球70多个国家，位列《财富》世界500强，按营收计算为全球第二大涂料企业，仅次于宣伟，其总部PPG广场的玻璃外立面由知名后现代建筑师菲利普·约翰逊设计。
AVT vs PPG — 直观对比
营收规模更大
AVT
是对方的1.6倍
$3.9B
营收增速更快
AVT
高出4.9%
6.7%
净利率更高
PPG
高出8.8%
1.0%
两年增速更快
AVT
近两年复合增速
-9.5%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $6.3B | $3.9B |
| 净利润 | $61.7M | $385.0M |
| 毛利率 | 10.5% | — |
| 营业利润率 | 2.3% | — |
| 净利率 | 1.0% | 9.8% |
| 营收同比 | 11.6% | 6.7% |
| 净利润同比 | -29.2% | 1.9% |
| 每股收益（稀释后） | $0.75 | — |
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AVTPPG
| Q1 26 | — | $3.9B | ||
| Q4 25 | $6.3B | $3.9B | ||
| Q3 25 | $5.9B | $4.1B | ||
| Q2 25 | $5.6B | $4.2B | ||
| Q1 25 | $5.3B | $3.7B | ||
| Q4 24 | $5.7B | $2.2B | ||
| Q3 24 | $5.6B | $4.6B | ||
| Q2 24 | $5.6B | $4.8B |
净利润AVTPPG
| Q1 26 | — | $385.0M | ||
| Q4 25 | $61.7M | $300.0M | ||
| Q3 25 | $51.7M | $453.0M | ||
| Q2 25 | $6.1M | $450.0M | ||
| Q1 25 | $87.9M | $373.0M | ||
| Q4 24 | $87.3M | $-280.0M | ||
| Q3 24 | $59.0M | $468.0M | ||
| Q2 24 | $82.7M | $528.0M |
毛利率AVTPPG
| Q1 26 | — | — | ||
| Q4 25 | 10.5% | 40.8% | ||
| Q3 25 | 10.4% | 40.6% | ||
| Q2 25 | 10.6% | 42.0% | ||
| Q1 25 | 11.1% | 41.9% | ||
| Q4 24 | 10.5% | 34.9% | ||
| Q3 24 | 10.8% | 41.8% | ||
| Q2 24 | 11.6% | 43.0% |
营业利润率AVTPPG
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 9.9% | ||
| Q3 25 | 2.4% | 16.9% | ||
| Q2 25 | 1.3% | 17.7% | ||
| Q1 25 | 2.7% | 16.5% | ||
| Q4 24 | 2.7% | 0.5% | ||
| Q3 24 | 2.5% | 15.6% | ||
| Q2 24 | 3.0% | 17.3% |
净利率AVTPPG
| Q1 26 | — | 9.8% | ||
| Q4 25 | 1.0% | 7.7% | ||
| Q3 25 | 0.9% | 11.1% | ||
| Q2 25 | 0.1% | 10.7% | ||
| Q1 25 | 1.7% | 10.1% | ||
| Q4 24 | 1.5% | -12.9% | ||
| Q3 24 | 1.1% | 10.2% | ||
| Q2 24 | 1.5% | 11.0% |
每股收益（稀释后）AVTPPG
| Q1 26 | — | — | ||
| Q4 25 | $0.75 | $1.33 | ||
| Q3 25 | $0.61 | $2.00 | ||
| Q2 25 | $0.09 | $1.98 | ||
| Q1 25 | $1.01 | $1.63 | ||
| Q4 24 | $0.99 | $-1.18 | ||
| Q3 24 | $0.66 | $2.00 | ||
| Q2 24 | $0.93 | $2.24 |
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 | $1.6B |
| 总债务越低越好 | — | $6.4B |
| 股东权益账面价值 | $4.9B | — |
| 总资产 | $13.2B | — |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AVTPPG
| Q1 26 | — | $1.6B | ||
| Q4 25 | $286.5M | $2.2B | ||
| Q3 25 | $175.5M | $1.9B | ||
| Q2 25 | $192.4M | $1.6B | ||
| Q1 25 | $188.9M | $1.9B | ||
| Q4 24 | $172.1M | $1.4B | ||
| Q3 24 | $267.5M | $1.3B | ||
| Q2 24 | $310.9M | $1.2B |
总债务AVTPPG
| Q1 26 | — | $6.4B | ||
| Q4 25 | — | $7.3B | ||
| Q3 25 | — | $7.3B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $7.2B | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | $6.5B | ||
| Q2 24 | — | $6.4B |
股东权益AVTPPG
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $7.9B | ||
| Q3 25 | $4.8B | $7.8B | ||
| Q2 25 | $5.0B | $7.6B | ||
| Q1 25 | $4.9B | $6.9B | ||
| Q4 24 | $4.8B | $6.8B | ||
| Q3 24 | $5.0B | $7.8B | ||
| Q2 24 | $4.9B | $7.8B |
总资产AVTPPG
| Q1 26 | — | — | ||
| Q4 25 | $13.2B | $22.1B | ||
| Q3 25 | $12.4B | $22.1B | ||
| Q2 25 | $12.1B | $22.1B | ||
| Q1 25 | $11.7B | $21.1B | ||
| Q4 24 | $11.9B | $19.4B | ||
| Q3 24 | $12.6B | $21.9B | ||
| Q2 24 | $12.2B | $21.7B |
负债/权益比AVTPPG
| Q1 26 | — | — | ||
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.94× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | — | 1.05× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | 0.82× |
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 | — |
| 自由现金流率自由现金流/营收 | 3.1% | — |
| 资本支出强度资本支出/营收 | 0.2% | 5.0% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AVTPPG
| Q1 26 | — | — | ||
| Q4 25 | $208.2M | $887.0M | ||
| Q3 25 | $-144.6M | $685.0M | ||
| Q2 25 | $139.5M | $387.0M | ||
| Q1 25 | $140.9M | $-18.0M | ||
| Q4 24 | $337.8M | $346.0M | ||
| Q3 24 | $106.3M | $769.0M | ||
| Q2 24 | $274.3M | $365.0M |
自由现金流AVTPPG
| Q1 26 | — | — | ||
| Q4 25 | $192.9M | $586.0M | ||
| Q3 25 | $-169.2M | $538.0M | ||
| Q2 25 | $79.9M | $266.0M | ||
| Q1 25 | $114.1M | $-227.0M | ||
| Q4 24 | $308.5M | $148.0M | ||
| Q3 24 | $74.5M | $620.0M | ||
| Q2 24 | $248.0M | $247.0M |
自由现金流率AVTPPG
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 15.0% | ||
| Q3 25 | -2.9% | 13.2% | ||
| Q2 25 | 1.4% | 6.3% | ||
| Q1 25 | 2.1% | -6.2% | ||
| Q4 24 | 5.4% | 6.8% | ||
| Q3 24 | 1.3% | 13.6% | ||
| Q2 24 | 4.5% | 5.2% |
资本支出强度AVTPPG
| Q1 26 | — | 5.0% | ||
| Q4 25 | 0.2% | 7.7% | ||
| Q3 25 | 0.4% | 3.6% | ||
| Q2 25 | 1.1% | 2.9% | ||
| Q1 25 | 0.5% | 5.7% | ||
| Q4 24 | 0.5% | 9.1% | ||
| Q3 24 | 0.6% | 3.3% | ||
| Q2 24 | 0.5% | 2.5% |
现金转化率AVTPPG
| Q1 26 | — | — | ||
| Q4 25 | 3.37× | 2.96× | ||
| Q3 25 | -2.79× | 1.51× | ||
| Q2 25 | 22.91× | 0.86× | ||
| Q1 25 | 1.60× | -0.05× | ||
| Q4 24 | 3.87× | — | ||
| Q3 24 | 1.80× | 1.64× | ||
| Q2 24 | 3.32× | 0.69× |
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% |
PPG
| Industrial Coatings | $1.6B | 42% |
| Performance Coatings | $1.3B | 34% |
| Global Architectural Coatings | $965.0M | 25% |
