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Genuine Parts Company（GPC）与摩根士丹利（MS）财务数据对比。点击上方公司名可切换其他公司
摩根士丹利的季度营收约是Genuine Parts Company的1.7倍（$10.7B vs $6.3B），摩根士丹利净利率更高（52.6% vs 3.0%，领先49.6%），摩根士丹利同比增速更快（16.0% vs 6.8%），过去两年Genuine Parts Company的营收复合增速更高（2.5% vs -15.8%）
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。
摩根士丹利是总部位于美国纽约曼哈顿中城百老汇1585号的跨国投资银行及金融服务提供商，在全球42个国家设有办事处，员工超8万名，服务客户涵盖企业、政府、机构及个人。2023年该公司位列美国财富500强第61位，同年位居福布斯全球2000强第30位。
GPC vs MS — 直观对比
营收规模更大
MS
是对方的1.7倍
$6.3B
营收增速更快
MS
高出9.2%
6.8%
净利率更高
MS
高出49.6%
3.0%
两年增速更快
GPC
近两年复合增速
-15.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $6.3B | $10.7B |
| 净利润 | $188.5M | $5.6B |
| 毛利率 | 37.3% | — |
| 营业利润率 | 67.2% | — |
| 净利率 | 3.0% | 52.6% |
| 营收同比 | 6.8% | 16.0% |
| 净利润同比 | -3.0% | — |
| 每股收益（稀释后） | $1.37 | — |
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GPCMS
| Q1 26 | $6.3B | $10.7B | ||
| Q4 25 | $6.0B | $17.9B | ||
| Q3 25 | $6.3B | $18.2B | ||
| Q2 25 | $6.2B | $16.8B | ||
| Q1 25 | $5.9B | $17.7B | ||
| Q4 24 | $5.8B | — | ||
| Q3 24 | $6.0B | $15.4B | ||
| Q2 24 | $6.0B | $15.0B |
净利润GPCMS
| Q1 26 | $188.5M | $5.6B | ||
| Q4 25 | $-609.5M | $4.4B | ||
| Q3 25 | $226.2M | $4.6B | ||
| Q2 25 | $254.9M | $3.5B | ||
| Q1 25 | $194.4M | $4.3B | ||
| Q4 24 | $133.1M | — | ||
| Q3 24 | $226.6M | $3.2B | ||
| Q2 24 | $295.5M | $3.1B |
毛利率GPCMS
| Q1 26 | 37.3% | — | ||
| Q4 25 | 35.0% | — | ||
| Q3 25 | 37.4% | — | ||
| Q2 25 | 37.7% | — | ||
| Q1 25 | 37.1% | — | ||
| Q4 24 | 35.9% | — | ||
| Q3 24 | 36.8% | — | ||
| Q2 24 | 36.6% | — |
营业利润率GPCMS
| Q1 26 | 67.2% | — | ||
| Q4 25 | -13.8% | 32.2% | ||
| Q3 25 | 4.7% | 33.1% | ||
| Q2 25 | 5.5% | 27.5% | ||
| Q1 25 | 4.3% | 31.3% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 5.0% | 27.4% | ||
| Q2 24 | 6.5% | 27.1% |
净利率GPCMS
| Q1 26 | 3.0% | 52.6% | ||
| Q4 25 | -10.1% | 24.6% | ||
| Q3 25 | 3.6% | 25.3% | ||
| Q2 25 | 4.1% | 21.1% | ||
| Q1 25 | 3.3% | 24.3% | ||
| Q4 24 | 2.3% | — | ||
| Q3 24 | 3.8% | 20.7% | ||
| Q2 24 | 5.0% | 20.5% |
每股收益（稀释后）GPCMS
| Q1 26 | $1.37 | — | ||
| Q4 25 | $-4.38 | $2.68 | ||
| Q3 25 | $1.62 | $2.80 | ||
| Q2 25 | $1.83 | $2.13 | ||
| Q1 25 | $1.40 | $2.60 | ||
| Q4 24 | $0.96 | — | ||
| Q3 24 | $1.62 | $1.88 | ||
| Q2 24 | $2.11 | $1.82 |
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 | — |
| 股东权益账面价值 | $4.5B | $5.1M |
| 总资产 | $21.0B | $1581.4B |
| 负债/权益比越低杠杆越低 | 1.03× | — |
8季度趋势，按日历期对齐
现金及短期投资GPCMS
| Q1 26 | $500.0M | — | ||
| Q4 25 | — | $111.7B | ||
| Q3 25 | — | $103.7B | ||
| Q2 25 | — | $109.1B | ||
| Q1 25 | — | $90.7B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $91.1B | ||
| Q2 24 | — | $90.2B |
总债务GPCMS
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.8B | $341.7B | ||
| Q3 25 | — | $324.1B | ||
| Q2 25 | — | $320.1B | ||
| Q1 25 | — | $297.0B | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | — | $291.2B | ||
| Q2 24 | — | $269.9B |
股东权益GPCMS
| Q1 26 | $4.5B | $5.1M | ||
| Q4 25 | $4.4B | $111.6B | ||
| Q3 25 | $4.8B | $110.0B | ||
| Q2 25 | $4.7B | $108.2B | ||
| Q1 25 | $4.4B | $106.8B | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.7B | $103.6B | ||
| Q2 24 | $4.5B | $100.7B |
总资产GPCMS
| Q1 26 | $21.0B | $1581.4B | ||
| Q4 25 | $20.8B | $1420.3B | ||
| Q3 25 | $20.7B | $1364.8B | ||
| Q2 25 | $20.4B | $1353.9B | ||
| Q1 25 | $19.8B | $1300.3B | ||
| Q4 24 | $19.3B | — | ||
| Q3 24 | $20.3B | $1258.0B | ||
| Q2 24 | $18.9B | $1212.4B |
负债/权益比GPCMS
| Q1 26 | 1.03× | — | ||
| Q4 25 | 1.08× | 3.06× | ||
| Q3 25 | — | 2.95× | ||
| Q2 25 | — | 2.96× | ||
| Q1 25 | — | 2.78× | ||
| Q4 24 | 0.99× | — | ||
| Q3 24 | — | 2.81× | ||
| Q2 24 | — | 2.68× |
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 | — |
| 自由现金流率自由现金流/营收 | -0.5% | — |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | $548.0M | — |
8季度趋势，按日历期对齐
经营现金流GPCMS
| Q1 26 | — | — | ||
| Q4 25 | $380.1M | $-2.4B | ||
| Q3 25 | $341.6M | $-3.3B | ||
| Q2 25 | $209.9M | $11.8B | ||
| Q1 25 | $-40.8M | $-24.0B | ||
| Q4 24 | $155.0M | — | ||
| Q3 24 | $484.3M | — | ||
| Q2 24 | $293.6M | — |
自由现金流GPCMS
| Q1 26 | $-33.6M | — | ||
| Q4 25 | $260.7M | — | ||
| Q3 25 | $240.0M | — | ||
| Q2 25 | $81.0M | — | ||
| Q1 25 | $-160.7M | — | ||
| Q4 24 | $-26.7M | — | ||
| Q3 24 | $358.0M | — | ||
| Q2 24 | $150.1M | — |
自由现金流率GPCMS
| Q1 26 | -0.5% | — | ||
| Q4 25 | 4.3% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | -2.7% | — | ||
| Q4 24 | -0.5% | — | ||
| Q3 24 | 6.0% | — | ||
| Q2 24 | 2.5% | — |
资本支出强度GPCMS
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | — | ||
| Q3 25 | 1.6% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 2.1% | — | ||
| Q2 24 | 2.4% | — |
现金转化率GPCMS
| Q1 26 | — | — | ||
| Q4 25 | — | -0.55× | ||
| Q3 25 | 1.51× | -0.72× | ||
| Q2 25 | 0.82× | 3.34× | ||
| Q1 25 | -0.21× | -5.56× | ||
| Q4 24 | 1.17× | — | ||
| Q3 24 | 2.14× | — | ||
| Q2 24 | 0.99× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
