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安富利(AVT)与Smurfit Westrock(SW)财务数据对比。点击上方公司名可切换其他公司
Smurfit Westrock的季度营收约是安富利的1.1倍($7.7B vs $7.1B),安富利净利率更高(1.3% vs 0.8%,领先0.5%),安富利同比增速更快(12.7% vs 0.7%),过去两年Smurfit Westrock的营收复合增速更高(61.2% vs 12.7%)
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。
Smurfit Westrock plc是总部位于爱尔兰都柏林的企业,核心业务为生产瓦楞包装及各类纸制包装产品,公司股票同时在纽约证券交易所和伦敦证券交易所挂牌上市。
AVT vs SW — 直观对比
营收规模更大
SW
是对方的1.1倍
$7.1B
营收增速更快
AVT
高出11.9%
0.7%
净利率更高
AVT
高出0.5%
0.8%
两年增速更快
SW
近两年复合增速
12.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $7.1B | $7.7B |
| 净利润 | $94.3M | $63.0M |
| 毛利率 | 10.4% | 16.4% |
| 营业利润率 | 2.9% | 3.3% |
| 净利率 | 1.3% | 0.8% |
| 营收同比 | 12.7% | 0.7% |
| 净利润同比 | -59.7% | 0.0% |
| 每股收益(稀释后) | $1.14 | $0.12 |
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
SW
| Q3 26 | $7.1B | — | ||
| Q1 26 | — | $7.7B | ||
| Q4 25 | $6.3B | $7.6B | ||
| Q3 25 | $5.9B | $8.0B | ||
| Q2 25 | $5.6B | $7.9B | ||
| Q1 25 | $5.3B | $7.7B | ||
| Q4 24 | $5.7B | $7.5B | ||
| Q3 24 | $5.6B | $7.7B |
净利润
AVT
SW
| Q3 26 | $94.3M | — | ||
| Q1 26 | — | $63.0M | ||
| Q4 25 | $61.7M | $97.0M | ||
| Q3 25 | $51.7M | $246.0M | ||
| Q2 25 | $6.1M | $-28.0M | ||
| Q1 25 | $87.9M | $384.0M | ||
| Q4 24 | $87.3M | $146.0M | ||
| Q3 24 | $59.0M | $-150.0M |
毛利率
AVT
SW
| Q3 26 | 10.4% | — | ||
| Q1 26 | — | 16.4% | ||
| Q4 25 | 10.5% | 18.2% | ||
| Q3 25 | 10.4% | 19.6% | ||
| Q2 25 | 10.6% | 19.1% | ||
| Q1 25 | 11.1% | 20.6% | ||
| Q4 24 | 10.5% | 19.1% | ||
| Q3 24 | 10.8% | 17.6% |
营业利润率
AVT
SW
| Q3 26 | 2.9% | — | ||
| Q1 26 | — | 3.3% | ||
| Q4 25 | 2.3% | 5.1% | ||
| Q3 25 | 2.4% | 6.6% | ||
| Q2 25 | 1.3% | 3.2% | ||
| Q1 25 | 2.7% | 7.2% | ||
| Q4 24 | 2.7% | 5.3% | ||
| Q3 24 | 2.5% | 0.7% |
净利率
AVT
SW
| Q3 26 | 1.3% | — | ||
| Q1 26 | — | 0.8% | ||
| Q4 25 | 1.0% | 1.3% | ||
| Q3 25 | 0.9% | 3.1% | ||
| Q2 25 | 0.1% | -0.4% | ||
| Q1 25 | 1.7% | 5.0% | ||
| Q4 24 | 1.5% | 1.9% | ||
| Q3 24 | 1.1% | -2.0% |
每股收益(稀释后)
AVT
SW
| Q3 26 | $1.14 | — | ||
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.75 | $0.18 | ||
| Q3 25 | $0.61 | $0.47 | ||
| Q2 25 | $0.09 | $-0.05 | ||
| Q1 25 | $1.01 | $0.73 | ||
| Q4 24 | $0.99 | $-0.12 | ||
| Q3 24 | $0.66 | $-0.30 |
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 | $202.4M | — |
| 总债务越低越好 | $2.9B | $980.0M |
| 股东权益账面价值 | $5.0B | $18.1B |
| 总资产 | $13.5B | $45.2B |
| 负债/权益比越低杠杆越低 | 0.59× | 0.05× |
8季度趋势,按日历期对齐
现金及短期投资
AVT
SW
| Q3 26 | $202.4M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $286.5M | $892.0M | ||
| Q3 25 | $175.5M | $851.0M | ||
| Q2 25 | $192.4M | $778.0M | ||
| Q1 25 | $188.9M | $797.0M | ||
| Q4 24 | $172.1M | $855.0M | ||
| Q3 24 | $267.5M | — |
总债务
AVT
SW
| Q3 26 | $2.9B | — | ||
| Q1 26 | — | $980.0M | ||
| Q4 25 | — | $13.4B | ||
| Q3 25 | — | $13.3B | ||
| Q2 25 | — | $13.3B | ||
| Q1 25 | — | $12.9B | ||
| Q4 24 | — | $12.5B | ||
| Q3 24 | — | $13.2B |
股东权益
AVT
SW
| Q3 26 | $5.0B | — | ||
| Q1 26 | — | $18.1B | ||
| Q4 25 | $4.9B | $18.3B | ||
| Q3 25 | $4.8B | $18.4B | ||
| Q2 25 | $5.0B | $18.3B | ||
| Q1 25 | $4.9B | $17.9B | ||
| Q4 24 | $4.8B | $17.4B | ||
| Q3 24 | $5.0B | $18.0B |
总资产
AVT
SW
| Q3 26 | $13.5B | — | ||
| Q1 26 | — | $45.2B | ||
| Q4 25 | $13.2B | $45.2B | ||
| Q3 25 | $12.4B | $45.6B | ||
| Q2 25 | $12.1B | $45.7B | ||
| Q1 25 | $11.7B | $44.6B | ||
| Q4 24 | $11.9B | $43.8B | ||
| Q3 24 | $12.6B | $45.0B |
负债/权益比
AVT
SW
| Q3 26 | 0.59× | — | ||
| Q1 26 | — | 0.05× | ||
| Q4 25 | — | 0.73× | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | 0.73× | ||
| Q1 25 | — | 0.72× | ||
| Q4 24 | — | 0.72× | ||
| Q3 24 | — | 0.73× |
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 | — | $204.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 3.24× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
AVT
SW
| Q3 26 | — | — | ||
| Q1 26 | — | $204.0M | ||
| Q4 25 | $208.2M | $1.2B | ||
| Q3 25 | $-144.6M | $1.1B | ||
| Q2 25 | $139.5M | $829.0M | ||
| Q1 25 | $140.9M | $235.0M | ||
| Q4 24 | $337.8M | $781.0M | ||
| Q3 24 | $106.3M | $320.0M |
自由现金流
AVT
SW
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $192.9M | $612.0M | ||
| Q3 25 | $-169.2M | $523.0M | ||
| Q2 25 | $79.9M | $307.0M | ||
| Q1 25 | $114.1M | $-242.0M | ||
| Q4 24 | $308.5M | $212.0M | ||
| Q3 24 | $74.5M | $-192.0M |
自由现金流率
AVT
SW
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 8.1% | ||
| Q3 25 | -2.9% | 6.5% | ||
| Q2 25 | 1.4% | 3.9% | ||
| Q1 25 | 2.1% | -3.2% | ||
| Q4 24 | 5.4% | 2.8% | ||
| Q3 24 | 1.3% | -2.5% |
资本支出强度
AVT
SW
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 7.7% | ||
| Q3 25 | 0.4% | 7.6% | ||
| Q2 25 | 1.1% | 6.6% | ||
| Q1 25 | 0.5% | 6.2% | ||
| Q4 24 | 0.5% | 7.5% | ||
| Q3 24 | 0.6% | 6.7% |
现金转化率
AVT
SW
| Q3 26 | — | — | ||
| Q1 26 | — | 3.24× | ||
| Q4 25 | 3.37× | 12.32× | ||
| Q3 25 | -2.79× | 4.61× | ||
| Q2 25 | 22.91× | — | ||
| Q1 25 | 1.60× | 0.61× | ||
| Q4 24 | 3.87× | 5.35× | ||
| Q3 24 | 1.80× | — |
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 | $6.7B | 94% |
| Farnell | $454.7M | 6% |
SW
暂无分部数据