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Genuine Parts Company（GPC）与国际纸业（IP）财务数据对比。点击上方公司名可切换其他公司
Genuine Parts Company的季度营收约是国际纸业的1.0倍（$6.3B vs $6.0B），Genuine Parts Company净利率更高（3.0% vs 1.0%，领先2.0%），Genuine Parts Company同比增速更快（6.8% vs -0.6%），国际纸业自由现金流更多（$94.0M vs $-33.6M），过去两年国际纸业的营收复合增速更高（12.3% vs 2.5%）
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。
国际纸业是总部位于美国田纳西州孟菲斯的纸浆及造纸企业，为全球规模最大的同类型企业，目前拥有约3.9万名员工，产品覆盖纸浆、包装用纸、办公用纸等品类，业务遍及全球多个国家和地区，广泛服务各行业客户的相关需求。
GPC vs IP — 直观对比
营收规模更大
GPC
是对方的1.0倍
$6.0B
营收增速更快
GPC
高出7.4%
-0.6%
净利率更高
GPC
高出2.0%
1.0%
自由现金流更多
IP
多$127.6M
$-33.6M
两年增速更快
IP
近两年复合增速
2.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $6.3B | $6.0B |
| 净利润 | $188.5M | $60.0M |
| 毛利率 | 37.3% | — |
| 营业利润率 | 67.2% | — |
| 净利率 | 3.0% | 1.0% |
| 营收同比 | 6.8% | -0.6% |
| 净利润同比 | -3.0% | 157.1% |
| 每股收益（稀释后） | $1.37 | $0.14 |
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GPCIP
| Q1 26 | $6.3B | $6.0B | ||
| Q4 25 | $6.0B | $4.7B | ||
| Q3 25 | $6.3B | $6.2B | ||
| Q2 25 | $6.2B | $6.8B | ||
| Q1 25 | $5.9B | $5.9B | ||
| Q4 24 | $5.8B | $4.6B | ||
| Q3 24 | $6.0B | $4.7B | ||
| Q2 24 | $6.0B | $4.7B |
净利润GPCIP
| Q1 26 | $188.5M | $60.0M | ||
| Q4 25 | $-609.5M | $-2.4B | ||
| Q3 25 | $226.2M | $-1.1B | ||
| Q2 25 | $254.9M | $75.0M | ||
| Q1 25 | $194.4M | $-105.0M | ||
| Q4 24 | $133.1M | $-147.0M | ||
| Q3 24 | $226.6M | $150.0M | ||
| Q2 24 | $295.5M | $498.0M |
毛利率GPCIP
| Q1 26 | 37.3% | — | ||
| Q4 25 | 35.0% | 32.2% | ||
| Q3 25 | 37.4% | 31.1% | ||
| Q2 25 | 37.7% | 27.9% | ||
| Q1 25 | 37.1% | 27.8% | ||
| Q4 24 | 35.9% | 29.0% | ||
| Q3 24 | 36.8% | 28.7% | ||
| Q2 24 | 36.6% | 29.0% |
营业利润率GPCIP
| Q1 26 | 67.2% | — | ||
| Q4 25 | -13.8% | -56.4% | ||
| Q3 25 | 4.7% | -10.8% | ||
| Q2 25 | 5.5% | 1.7% | ||
| Q1 25 | 4.3% | -2.3% | ||
| Q4 24 | 2.9% | -4.9% | ||
| Q3 24 | 5.0% | 5.1% | ||
| Q2 24 | 6.5% | 6.8% |
净利率GPCIP
| Q1 26 | 3.0% | 1.0% | ||
| Q4 25 | -10.1% | -50.3% | ||
| Q3 25 | 3.6% | -17.7% | ||
| Q2 25 | 4.1% | 1.1% | ||
| Q1 25 | 3.3% | -1.8% | ||
| Q4 24 | 2.3% | -3.2% | ||
| Q3 24 | 3.8% | 3.2% | ||
| Q2 24 | 5.0% | 10.5% |
每股收益（稀释后）GPCIP
| Q1 26 | $1.37 | $0.14 | ||
| Q4 25 | $-4.38 | $-4.76 | ||
| Q3 25 | $1.62 | $-2.09 | ||
| Q2 25 | $1.83 | $0.14 | ||
| Q1 25 | $1.40 | $-0.24 | ||
| Q4 24 | $0.96 | $-0.42 | ||
| Q3 24 | $1.62 | $0.42 | ||
| Q2 24 | $2.11 | $1.41 |
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 | $500.0M | — |
| 总债务越低越好 | $4.6B | $8.2B |
| 股东权益账面价值 | $4.5B | $14.8B |
| 总资产 | $21.0B | $36.4B |
| 负债/权益比越低杠杆越低 | 1.03× | 0.55× |
8季度趋势，按日历期对齐
现金及短期投资GPCIP
| Q1 26 | $500.0M | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $995.0M | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.0B |
总债务GPCIP
| Q1 26 | $4.6B | $8.2B | ||
| Q4 25 | $4.8B | $8.8B | ||
| Q3 25 | — | $9.0B | ||
| Q2 25 | — | $9.7B | ||
| Q1 25 | — | $9.2B | ||
| Q4 24 | $4.3B | $5.4B | ||
| Q3 24 | — | $5.3B | ||
| Q2 24 | — | $5.3B |
股东权益GPCIP
| Q1 26 | $4.5B | $14.8B | ||
| Q4 25 | $4.4B | $14.8B | ||
| Q3 25 | $4.8B | $17.3B | ||
| Q2 25 | $4.7B | $18.6B | ||
| Q1 25 | $4.4B | $18.1B | ||
| Q4 24 | $4.3B | $8.2B | ||
| Q3 24 | $4.7B | $8.6B | ||
| Q2 24 | $4.5B | $8.6B |
总资产GPCIP
| Q1 26 | $21.0B | $36.4B | ||
| Q4 25 | $20.8B | $38.0B | ||
| Q3 25 | $20.7B | $40.6B | ||
| Q2 25 | $20.4B | $42.4B | ||
| Q1 25 | $19.8B | $41.2B | ||
| Q4 24 | $19.3B | $22.8B | ||
| Q3 24 | $20.3B | $23.2B | ||
| Q2 24 | $18.9B | $23.1B |
负债/权益比GPCIP
| Q1 26 | 1.03× | 0.55× | ||
| Q4 25 | 1.08× | 0.60× | ||
| Q3 25 | — | 0.52× | ||
| Q2 25 | — | 0.52× | ||
| Q1 25 | — | 0.51× | ||
| Q4 24 | 0.99× | 0.66× | ||
| Q3 24 | — | 0.62× | ||
| Q2 24 | — | 0.62× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $-33.6M | $94.0M |
| 自由现金流率自由现金流/营收 | -0.5% | 1.6% |
| 资本支出强度资本支出/营收 | — | 8.7% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $548.0M | $553.0M |
8季度趋势，按日历期对齐
经营现金流GPCIP
| Q1 26 | — | — | ||
| Q4 25 | $380.1M | $905.0M | ||
| Q3 25 | $341.6M | $605.0M | ||
| Q2 25 | $209.9M | $476.0M | ||
| Q1 25 | $-40.8M | $-288.0M | ||
| Q4 24 | $155.0M | $397.0M | ||
| Q3 24 | $484.3M | $521.0M | ||
| Q2 24 | $293.6M | $365.0M |
自由现金流GPCIP
| Q1 26 | $-33.6M | $94.0M | ||
| Q4 25 | $260.7M | $255.0M | ||
| Q3 25 | $240.0M | $150.0M | ||
| Q2 25 | $81.0M | $54.0M | ||
| Q1 25 | $-160.7M | $-618.0M | ||
| Q4 24 | $-26.7M | $137.0M | ||
| Q3 24 | $358.0M | $309.0M | ||
| Q2 24 | $150.1M | $167.0M |
自由现金流率GPCIP
| Q1 26 | -0.5% | 1.6% | ||
| Q4 25 | 4.3% | 5.4% | ||
| Q3 25 | 3.8% | 2.4% | ||
| Q2 25 | 1.3% | 0.8% | ||
| Q1 25 | -2.7% | -10.5% | ||
| Q4 24 | -0.5% | 3.0% | ||
| Q3 24 | 6.0% | 6.6% | ||
| Q2 24 | 2.5% | 3.5% |
资本支出强度GPCIP
| Q1 26 | — | 8.7% | ||
| Q4 25 | 2.0% | 13.7% | ||
| Q3 25 | 1.6% | 7.3% | ||
| Q2 25 | 2.1% | 6.2% | ||
| Q1 25 | 2.0% | 5.6% | ||
| Q4 24 | 3.1% | 5.7% | ||
| Q3 24 | 2.1% | 4.5% | ||
| Q2 24 | 2.4% | 4.2% |
现金转化率GPCIP
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 0.82× | 6.35× | ||
| Q1 25 | -0.21× | — | ||
| Q4 24 | 1.17× | — | ||
| Q3 24 | 2.14× | 3.47× | ||
| Q2 24 | 0.99× | 0.73× |
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
GPC
暂无分部数据
IP
| Packaging Solutions North America | $3.6B | 61% |
| Packaging Solutions EMEA | $2.3B | 39% |
| Corporate and Inter-segment Sales | $22.0M | 0% |
