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Genuine Parts Company(GPC)与江森自控(JCI)财务数据对比。点击上方公司名可切换其他公司
Genuine Parts Company的季度营收约是江森自控的1.1倍($6.3B vs $5.8B),江森自控净利率更高(9.0% vs 3.0%,领先6.0%),江森自控同比增速更快(6.8% vs 6.8%),江森自控自由现金流更多($531.0M vs $-33.6M),过去两年Genuine Parts Company的营收复合增速更高(2.5% vs -7.0%)
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。
江森自控是总部位于爱尔兰科克的跨国综合企业,专注于为各类建筑提供消防、暖通空调及安防设备,业务覆盖六大洲近2000个地点,2019年中期员工规模达10.5万人,曾位列2017年《财富》全球500强第389位。
GPC vs JCI — 直观对比
营收规模更大
GPC
是对方的1.1倍
$5.8B
营收增速更快
JCI
高出0.0%
6.8%
净利率更高
JCI
高出6.0%
3.0%
自由现金流更多
JCI
多$564.6M
$-33.6M
两年增速更快
GPC
近两年复合增速
-7.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $6.3B | $5.8B |
| 净利润 | $188.5M | $524.0M |
| 毛利率 | 37.3% | 35.8% |
| 营业利润率 | — | — |
| 净利率 | 3.0% | 9.0% |
| 营收同比 | 6.8% | 6.8% |
| 净利润同比 | -3.0% | 25.1% |
| 每股收益(稀释后) | $1.37 | $0.85 |
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
GPC
JCI
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.0B | $5.8B | ||
| Q3 25 | $6.3B | $6.4B | ||
| Q2 25 | $6.2B | $6.1B | ||
| Q1 25 | $5.9B | $5.7B | ||
| Q4 24 | $5.8B | $5.4B | ||
| Q3 24 | $6.0B | $2.9B | ||
| Q2 24 | $6.0B | $7.2B |
净利润
GPC
JCI
| Q1 26 | $188.5M | — | ||
| Q4 25 | $-609.5M | $524.0M | ||
| Q3 25 | $226.2M | $1.7B | ||
| Q2 25 | $254.9M | $701.0M | ||
| Q1 25 | $194.4M | $478.0M | ||
| Q4 24 | $133.1M | $419.0M | ||
| Q3 24 | $226.6M | $633.0M | ||
| Q2 24 | $295.5M | $975.0M |
毛利率
GPC
JCI
| Q1 26 | 37.3% | — | ||
| Q4 25 | 35.0% | 35.8% | ||
| Q3 25 | 37.4% | 36.5% | ||
| Q2 25 | 37.7% | 37.1% | ||
| Q1 25 | 37.1% | 36.5% | ||
| Q4 24 | 35.9% | 35.5% | ||
| Q3 24 | 36.8% | 48.4% | ||
| Q2 24 | 36.6% | 34.4% |
营业利润率
GPC
JCI
| Q1 26 | — | — | ||
| Q4 25 | -13.8% | — | ||
| Q3 25 | 4.7% | 5.5% | ||
| Q2 25 | 5.5% | 11.6% | ||
| Q1 25 | 4.3% | 8.8% | ||
| Q4 24 | 2.9% | 7.5% | ||
| Q3 24 | 5.0% | 6.9% | ||
| Q2 24 | 6.5% | 17.7% |
净利率
GPC
JCI
| Q1 26 | 3.0% | — | ||
| Q4 25 | -10.1% | 9.0% | ||
| Q3 25 | 3.6% | 26.3% | ||
| Q2 25 | 4.1% | 11.6% | ||
| Q1 25 | 3.3% | 8.4% | ||
| Q4 24 | 2.3% | 7.7% | ||
| Q3 24 | 3.8% | 21.6% | ||
| Q2 24 | 5.0% | 13.5% |
每股收益(稀释后)
GPC
JCI
| Q1 26 | $1.37 | — | ||
| Q4 25 | $-4.38 | $0.85 | ||
| Q3 25 | $1.62 | $2.61 | ||
| Q2 25 | $1.83 | $1.07 | ||
| Q1 25 | $1.40 | $0.72 | ||
| Q4 24 | $0.96 | $0.63 | ||
| Q3 24 | $1.62 | $0.93 | ||
| Q2 24 | $2.11 | $1.45 |
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 | $552.0M |
| 总债务越低越好 | $4.6B | $8.7B |
| 股东权益账面价值 | $4.5B | $13.2B |
| 总资产 | $21.0B | $38.0B |
| 负债/权益比越低杠杆越低 | 1.03× | 0.66× |
8季度趋势,按日历期对齐
现金及短期投资
GPC
JCI
| Q1 26 | $500.0M | — | ||
| Q4 25 | — | $552.0M | ||
| Q3 25 | — | $379.0M | ||
| Q2 25 | — | $731.0M | ||
| Q1 25 | — | $795.0M | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $606.0M | ||
| Q2 24 | — | $862.0M |
总债务
GPC
JCI
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.8B | $8.7B | ||
| Q3 25 | — | $8.6B | ||
| Q2 25 | — | $8.4B | ||
| Q1 25 | — | $8.2B | ||
| Q4 24 | $4.3B | $8.6B | ||
| Q3 24 | — | $8.0B | ||
| Q2 24 | — | $7.9B |
股东权益
GPC
JCI
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.4B | $13.2B | ||
| Q3 25 | $4.8B | $12.9B | ||
| Q2 25 | $4.7B | $15.8B | ||
| Q1 25 | $4.4B | $15.8B | ||
| Q4 24 | $4.3B | $15.9B | ||
| Q3 24 | $4.7B | $16.1B | ||
| Q2 24 | $4.5B | $16.0B |
总资产
GPC
JCI
| Q1 26 | $21.0B | — | ||
| Q4 25 | $20.8B | $38.0B | ||
| Q3 25 | $20.7B | $37.9B | ||
| Q2 25 | $20.4B | $43.4B | ||
| Q1 25 | $19.8B | $42.4B | ||
| Q4 24 | $19.3B | $42.1B | ||
| Q3 24 | $20.3B | $42.7B | ||
| Q2 24 | $18.9B | $43.3B |
负债/权益比
GPC
JCI
| Q1 26 | 1.03× | — | ||
| Q4 25 | 1.08× | 0.66× | ||
| Q3 25 | — | 0.66× | ||
| Q2 25 | — | 0.53× | ||
| Q1 25 | — | 0.52× | ||
| Q4 24 | 0.99× | 0.54× | ||
| Q3 24 | — | 0.50× | ||
| Q2 24 | — | 0.49× |
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 | — | $611.0M |
| 自由现金流经营现金流 - 资本支出 | $-33.6M | $531.0M |
| 自由现金流率自由现金流/营收 | -0.5% | 9.2% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 现金转化率经营现金流/净利润 | — | 1.17× |
| 过去12个月自由现金流最近4个季度 | $548.0M | $2.5B |
8季度趋势,按日历期对齐
经营现金流
GPC
JCI
| Q1 26 | — | — | ||
| Q4 25 | $380.1M | $611.0M | ||
| Q3 25 | $341.6M | $968.0M | ||
| Q2 25 | $209.9M | $787.0M | ||
| Q1 25 | $-40.8M | $550.0M | ||
| Q4 24 | $155.0M | $249.0M | ||
| Q3 24 | $484.3M | $1.4B | ||
| Q2 24 | $293.6M | $1.0B |
自由现金流
GPC
JCI
| Q1 26 | $-33.6M | — | ||
| Q4 25 | $260.7M | $531.0M | ||
| Q3 25 | $240.0M | $838.0M | ||
| Q2 25 | $81.0M | $693.0M | ||
| Q1 25 | $-160.7M | $456.0M | ||
| Q4 24 | $-26.7M | $133.0M | ||
| Q3 24 | $358.0M | $1.2B | ||
| Q2 24 | $150.1M | $922.0M |
自由现金流率
GPC
JCI
| Q1 26 | -0.5% | — | ||
| Q4 25 | 4.3% | 9.2% | ||
| Q3 25 | 3.8% | 13.0% | ||
| Q2 25 | 1.3% | 11.5% | ||
| Q1 25 | -2.7% | 8.0% | ||
| Q4 24 | -0.5% | 2.5% | ||
| Q3 24 | 6.0% | 40.4% | ||
| Q2 24 | 2.5% | 12.8% |
资本支出强度
GPC
JCI
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 1.4% | ||
| Q3 25 | 1.6% | 2.0% | ||
| Q2 25 | 2.1% | 1.6% | ||
| Q1 25 | 2.0% | 1.7% | ||
| Q4 24 | 3.1% | 2.1% | ||
| Q3 24 | 2.1% | 5.8% | ||
| Q2 24 | 2.4% | 1.4% |
现金转化率
GPC
JCI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.17× | ||
| Q3 25 | 1.51× | 0.57× | ||
| Q2 25 | 0.82× | 1.12× | ||
| Q1 25 | -0.21× | 1.15× | ||
| Q4 24 | 1.17× | 0.59× | ||
| Q3 24 | 2.14× | 2.14× | ||
| Q2 24 | 0.99× | 1.05× |
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
JCI
| Productsand Systems | $3.9B | 67% |
| Services | $1.9B | 33% |