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艾利丹尼森（AVY）与百通（BDC）财务数据对比。点击上方公司名可切换其他公司
艾利丹尼森的季度营收约是百通的3.2倍（$2.3B vs $720.1M）。百通净利率更高（9.4% vs 7.3%，领先2.1%）。百通同比增速更快（8.1% vs 3.9%）。艾利丹尼森自由现金流更多（$309.7M vs $121.3M）。过去两年百通的营收复合增速更高（15.9% vs 2.7%）
艾利丹尼森是总部位于美国俄亥俄州门托市的财富500强跨国企业，专业从事压敏胶材料、服装品牌标签吊牌、RFID嵌体及特种医疗产品的生产与分销，业务覆盖全球多个主要市场。
百通公司是美国上市跨国企业，专注于端到端网络、安全及连接产品的设计、生产与销售，业务覆盖工业自动化解决方案、智能建筑、宽带及5G三大核心领域，为各行业客户提供可靠的通信连接相关产品与服务。
AVY vs BDC — 直观对比
营收规模更大
AVY
是对方的3.2倍
$720.1M
营收增速更快
BDC
高出4.2%
3.9%
净利率更高
BDC
高出2.1%
7.3%
自由现金流更多
AVY
多$188.4M
$121.3M
两年增速更快
BDC
近两年复合增速
2.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $720.1M |
| 净利润 | $166.4M | $67.9M |
| 毛利率 | 28.7% | 36.6% |
| 营业利润率 | 9.1% | 12.2% |
| 净利率 | 7.3% | 9.4% |
| 营收同比 | 3.9% | 8.1% |
| 净利润同比 | -4.4% | 16.3% |
| 每股收益（稀释后） | $2.16 | $1.70 |
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AVYBDC
| Q4 25 | $2.3B | $720.1M | ||
| Q3 25 | $2.2B | $698.2M | ||
| Q2 25 | $2.2B | $672.0M | ||
| Q1 25 | $2.1B | $624.9M | ||
| Q4 24 | $2.2B | $666.0M | ||
| Q3 24 | $2.2B | $654.9M | ||
| Q2 24 | $2.2B | $604.3M | ||
| Q1 24 | $2.2B | $535.7M |
净利润AVYBDC
| Q4 25 | $166.4M | $67.9M | ||
| Q3 25 | $166.3M | $56.7M | ||
| Q2 25 | $189.0M | $61.0M | ||
| Q1 25 | $166.3M | $51.9M | ||
| Q4 24 | $174.0M | $58.4M | ||
| Q3 24 | $181.7M | $53.7M | ||
| Q2 24 | $176.8M | $49.0M | ||
| Q1 24 | $172.4M | $37.3M |
毛利率AVYBDC
| Q4 25 | 28.7% | 36.6% | ||
| Q3 25 | 28.7% | 37.7% | ||
| Q2 25 | 28.8% | 38.5% | ||
| Q1 25 | 28.9% | 39.3% | ||
| Q4 24 | 27.9% | 37.5% | ||
| Q3 24 | 28.7% | 37.3% | ||
| Q2 24 | 29.6% | 37.5% | ||
| Q1 24 | 29.4% | 37.6% |
营业利润率AVYBDC
| Q4 25 | 9.1% | 12.2% | ||
| Q3 25 | 10.6% | 10.9% | ||
| Q2 25 | 11.5% | 11.8% | ||
| Q1 25 | 10.6% | 11.6% | ||
| Q4 24 | 11.0% | 10.4% | ||
| Q3 24 | 11.0% | 11.5% | ||
| Q2 24 | 10.7% | 11.4% | ||
| Q1 24 | 10.9% | 9.9% |
净利率AVYBDC
| Q4 25 | 7.3% | 9.4% | ||
| Q3 25 | 7.5% | 8.1% | ||
| Q2 25 | 8.5% | 9.1% | ||
| Q1 25 | 7.7% | 8.3% | ||
| Q4 24 | 8.0% | 8.8% | ||
| Q3 24 | 8.3% | 8.2% | ||
| Q2 24 | 7.9% | 8.1% | ||
| Q1 24 | 8.0% | 7.0% |
每股收益（稀释后）AVYBDC
| Q4 25 | $2.16 | $1.70 | ||
| Q3 25 | $2.13 | $1.41 | ||
| Q2 25 | $2.41 | $1.53 | ||
| Q1 25 | $2.09 | $1.27 | ||
| Q4 24 | $2.17 | $1.41 | ||
| Q3 24 | $2.25 | $1.30 | ||
| Q2 24 | $2.18 | $1.19 | ||
| Q1 24 | $2.13 | $0.90 |
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 | $202.8M | $389.9M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.2B | $1.3B |
| 总资产 | $8.8B | $3.5B |
| 负债/权益比越低杠杆越低 | 1.43× | — |
8季度趋势，按日历期对齐
现金及短期投资AVYBDC
| Q4 25 | $202.8M | $389.9M | ||
| Q3 25 | $536.3M | $314.3M | ||
| Q2 25 | $215.9M | $301.5M | ||
| Q1 25 | $195.9M | $259.0M | ||
| Q4 24 | $329.1M | $370.3M | ||
| Q3 24 | $212.7M | $323.0M | ||
| Q2 24 | $208.8M | $564.8M | ||
| Q1 24 | $185.7M | $506.8M |
总债务AVYBDC
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $2.0B | — | ||
| Q1 24 | $2.1B | — |
股东权益AVYBDC
| Q4 25 | $2.2B | $1.3B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $2.2B | $1.2B | ||
| Q1 25 | $2.2B | $1.2B | ||
| Q4 24 | $2.3B | $1.3B | ||
| Q3 24 | $2.4B | $1.2B | ||
| Q2 24 | $2.3B | $1.2B | ||
| Q1 24 | $2.2B | $1.2B |
总资产AVYBDC
| Q4 25 | $8.8B | $3.5B | ||
| Q3 25 | $8.9B | $3.4B | ||
| Q2 25 | $8.6B | $3.4B | ||
| Q1 25 | $8.4B | $3.3B | ||
| Q4 24 | $8.4B | $3.3B | ||
| Q3 24 | $8.5B | $3.3B | ||
| Q2 24 | $8.3B | $3.5B | ||
| Q1 24 | $8.3B | $3.1B |
负债/权益比AVYBDC
| Q4 25 | 1.43× | — | ||
| Q3 25 | 1.45× | — | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.11× | — | ||
| Q3 24 | 0.85× | — | ||
| Q2 24 | 0.89× | — | ||
| Q1 24 | 0.94× | — |
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 | $376.8M | $160.4M |
| 自由现金流经营现金流 - 资本支出 | $309.7M | $121.3M |
| 自由现金流率自由现金流/营收 | 13.6% | 16.8% |
| 资本支出强度资本支出/营收 | 3.0% | 5.4% |
| 现金转化率经营现金流/净利润 | 2.26× | 2.36× |
| 过去12个月自由现金流最近4个季度 | $712.4M | $218.7M |
8季度趋势，按日历期对齐
经营现金流AVYBDC
| Q4 25 | $376.8M | $160.4M | ||
| Q3 25 | $312.1M | $105.0M | ||
| Q2 25 | $208.8M | $82.0M | ||
| Q1 25 | $-16.3M | $7.4M | ||
| Q4 24 | $351.2M | $174.7M | ||
| Q3 24 | $270.1M | $91.7M | ||
| Q2 24 | $197.7M | $83.0M | ||
| Q1 24 | $119.8M | $2.7M |
自由现金流AVYBDC
| Q4 25 | $309.7M | $121.3M | ||
| Q3 25 | $276.2M | $65.3M | ||
| Q2 25 | $178.8M | $56.9M | ||
| Q1 25 | $-52.3M | $-24.8M | ||
| Q4 24 | $281.7M | $116.4M | ||
| Q3 24 | $227.1M | $67.2M | ||
| Q2 24 | $150.2M | $61.0M | ||
| Q1 24 | $71.0M | $-21.5M |
自由现金流率AVYBDC
| Q4 25 | 13.6% | 16.8% | ||
| Q3 25 | 12.5% | 9.4% | ||
| Q2 25 | 8.1% | 8.5% | ||
| Q1 25 | -2.4% | -4.0% | ||
| Q4 24 | 12.9% | 17.5% | ||
| Q3 24 | 10.4% | 10.3% | ||
| Q2 24 | 6.7% | 10.1% | ||
| Q1 24 | 3.3% | -4.0% |
资本支出强度AVYBDC
| Q4 25 | 3.0% | 5.4% | ||
| Q3 25 | 1.6% | 5.7% | ||
| Q2 25 | 1.4% | 3.7% | ||
| Q1 25 | 1.7% | 5.2% | ||
| Q4 24 | 3.2% | 8.8% | ||
| Q3 24 | 2.0% | 3.7% | ||
| Q2 24 | 2.1% | 3.6% | ||
| Q1 24 | 2.3% | 4.5% |
现金转化率AVYBDC
| Q4 25 | 2.26× | 2.36× | ||
| Q3 25 | 1.88× | 1.85× | ||
| Q2 25 | 1.10× | 1.34× | ||
| Q1 25 | -0.10× | 0.14× | ||
| Q4 24 | 2.02× | 2.99× | ||
| Q3 24 | 1.49× | 1.71× | ||
| Q2 24 | 1.12× | 1.69× | ||
| Q1 24 | 0.69× | 0.07× |
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
AVY
| Other | $1.1B | 47% |
| Materials Group Segment | $475.0M | 21% |
| Apparel And Other | $460.8M | 20% |
| Identification Solutions And Vestcom | $263.4M | 12% |
BDC
| Automation Solutions Segment | $397.7M | 55% |
| Broadband Solutions | $164.8M | 23% |
| Smart Buildings Solutions | $157.7M | 22% |
