vs
Genuine Parts Company(GPC)与派克汉尼汾(PH)财务数据对比。点击上方公司名可切换其他公司
Genuine Parts Company的季度营收约是派克汉尼汾的1.2倍($6.3B vs $5.2B),派克汉尼汾同比增速更快(9.1% vs 6.8%),派克汉尼汾自由现金流更多($768.0M vs $-33.6M),过去两年Genuine Parts Company的营收复合增速更高(2.5% vs 1.0%)
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。
派克汉尼汾(常简称为派克)是一家专注于运动与控制技术的美国企业,前身为派克电器公司,总部坐落于俄亥俄州大克利夫兰都市区的梅菲尔德高地,其技术及产品广泛应用于工业制造、航空航天等多个核心领域。
GPC vs PH — 直观对比
营收规模更大
GPC
是对方的1.2倍
$5.2B
营收增速更快
PH
高出2.3%
6.8%
自由现金流更多
PH
多$801.6M
$-33.6M
两年增速更快
GPC
近两年复合增速
1.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $6.3B | $5.2B |
| 净利润 | $188.5M | — |
| 毛利率 | 37.3% | 37.3% |
| 营业利润率 | — | 22.8% |
| 净利率 | 3.0% | — |
| 营收同比 | 6.8% | 9.1% |
| 净利润同比 | -3.0% | — |
| 每股收益(稀释后) | $1.37 | $6.60 |
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
PH
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.0B | $5.2B | ||
| Q3 25 | $6.3B | $5.1B | ||
| Q2 25 | $6.2B | $5.2B | ||
| Q1 25 | $5.9B | $5.0B | ||
| Q4 24 | $5.8B | $4.7B | ||
| Q3 24 | $6.0B | $4.9B | ||
| Q2 24 | $6.0B | $5.2B |
净利润
GPC
PH
| Q1 26 | $188.5M | — | ||
| Q4 25 | $-609.5M | — | ||
| Q3 25 | $226.2M | — | ||
| Q2 25 | $254.9M | $923.6M | ||
| Q1 25 | $194.4M | $961.2M | ||
| Q4 24 | $133.1M | $948.6M | ||
| Q3 24 | $226.6M | $698.5M | ||
| Q2 24 | $295.5M | $785.1M |
毛利率
GPC
PH
| Q1 26 | 37.3% | — | ||
| Q4 25 | 35.0% | 37.3% | ||
| Q3 25 | 37.4% | 37.5% | ||
| Q2 25 | 37.7% | 37.3% | ||
| Q1 25 | 37.1% | 36.9% | ||
| Q4 24 | 35.9% | 36.3% | ||
| Q3 24 | 36.8% | 36.8% | ||
| Q2 24 | 36.6% | 35.9% |
营业利润率
GPC
PH
| Q1 26 | — | — | ||
| Q4 25 | -13.8% | 22.8% | ||
| Q3 25 | 4.7% | 23.3% | ||
| Q2 25 | 5.5% | 22.7% | ||
| Q1 25 | 4.3% | 22.3% | ||
| Q4 24 | 2.9% | 20.9% | ||
| Q3 24 | 5.0% | 21.6% | ||
| Q2 24 | 6.5% | 21.1% |
净利率
GPC
PH
| Q1 26 | 3.0% | — | ||
| Q4 25 | -10.1% | — | ||
| Q3 25 | 3.6% | — | ||
| Q2 25 | 4.1% | 17.6% | ||
| Q1 25 | 3.3% | 19.4% | ||
| Q4 24 | 2.3% | 20.0% | ||
| Q3 24 | 3.8% | 14.2% | ||
| Q2 24 | 5.0% | 15.1% |
每股收益(稀释后)
GPC
PH
| Q1 26 | $1.37 | — | ||
| Q4 25 | $-4.38 | $6.60 | ||
| Q3 25 | $1.62 | $6.29 | ||
| Q2 25 | $1.83 | $7.16 | ||
| Q1 25 | $1.40 | $7.37 | ||
| Q4 24 | $0.96 | $7.25 | ||
| Q3 24 | $1.62 | $5.34 | ||
| Q2 24 | $2.11 | $6.06 |
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 | $427.0M |
| 总债务越低越好 | $4.6B | $7.5B |
| 股东权益账面价值 | $4.5B | $14.3B |
| 总资产 | $21.0B | $30.5B |
| 负债/权益比越低杠杆越低 | 1.03× | 0.52× |
8季度趋势,按日历期对齐
现金及短期投资
GPC
PH
| Q1 26 | $500.0M | — | ||
| Q4 25 | — | $427.0M | ||
| Q3 25 | — | $473.0M | ||
| Q2 25 | — | $467.0M | ||
| Q1 25 | — | $408.7M | ||
| Q4 24 | — | $395.5M | ||
| Q3 24 | — | $371.1M | ||
| Q2 24 | — | $422.0M |
总债务
GPC
PH
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.8B | $7.5B | ||
| Q3 25 | — | $7.5B | ||
| Q2 25 | — | $7.5B | ||
| Q1 25 | — | $7.4B | ||
| Q4 24 | $4.3B | $6.7B | ||
| Q3 24 | — | $6.7B | ||
| Q2 24 | — | $7.2B |
股东权益
GPC
PH
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.4B | $14.3B | ||
| Q3 25 | $4.8B | $13.8B | ||
| Q2 25 | $4.7B | $13.7B | ||
| Q1 25 | $4.4B | $13.4B | ||
| Q4 24 | $4.3B | $13.1B | ||
| Q3 24 | $4.7B | $12.9B | ||
| Q2 24 | $4.5B | $12.1B |
总资产
GPC
PH
| Q1 26 | $21.0B | — | ||
| Q4 25 | $20.8B | $30.5B | ||
| Q3 25 | $20.7B | $30.7B | ||
| Q2 25 | $20.4B | $29.5B | ||
| Q1 25 | $19.8B | $28.9B | ||
| Q4 24 | $19.3B | $28.3B | ||
| Q3 24 | $20.3B | $29.6B | ||
| Q2 24 | $18.9B | $29.3B |
负债/权益比
GPC
PH
| Q1 26 | 1.03× | — | ||
| Q4 25 | 1.08× | 0.52× | ||
| Q3 25 | — | 0.54× | ||
| Q2 25 | — | 0.55× | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | 0.99× | 0.51× | ||
| Q3 24 | — | 0.52× | ||
| Q2 24 | — | 0.59× |
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 | — | $862.0M |
| 自由现金流经营现金流 - 资本支出 | $-33.6M | $768.0M |
| 自由现金流率自由现金流/营收 | -0.5% | 14.8% |
| 资本支出强度资本支出/营收 | — | 1.8% |
| 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 | $3.3B |
8季度趋势,按日历期对齐
经营现金流
GPC
PH
| Q1 26 | — | — | ||
| Q4 25 | $380.1M | $862.0M | ||
| Q3 25 | $341.6M | $782.0M | ||
| Q2 25 | $209.9M | $1.5B | ||
| Q1 25 | $-40.8M | $630.0M | ||
| Q4 24 | $155.0M | $934.8M | ||
| Q3 24 | $484.3M | $744.0M | ||
| Q2 24 | $293.6M | $1.2B |
自由现金流
GPC
PH
| Q1 26 | $-33.6M | — | ||
| Q4 25 | $260.7M | $768.0M | ||
| Q3 25 | $240.0M | $693.0M | ||
| Q2 25 | $81.0M | $1.3B | ||
| Q1 25 | $-160.7M | $542.4M | ||
| Q4 24 | $-26.7M | $813.6M | ||
| Q3 24 | $358.0M | $648.7M | ||
| Q2 24 | $150.1M | $1.1B |
自由现金流率
GPC
PH
| Q1 26 | -0.5% | — | ||
| Q4 25 | 4.3% | 14.8% | ||
| Q3 25 | 3.8% | 13.6% | ||
| Q2 25 | 1.3% | 25.5% | ||
| Q1 25 | -2.7% | 10.9% | ||
| Q4 24 | -0.5% | 17.2% | ||
| Q3 24 | 6.0% | 13.2% | ||
| Q2 24 | 2.5% | 21.6% |
资本支出强度
GPC
PH
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 1.8% | ||
| Q3 25 | 1.6% | 1.8% | ||
| Q2 25 | 2.1% | 2.5% | ||
| Q1 25 | 2.0% | 1.8% | ||
| Q4 24 | 3.1% | 2.6% | ||
| Q3 24 | 2.1% | 1.9% | ||
| Q2 24 | 2.4% | 2.3% |
现金转化率
GPC
PH
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 0.82× | 1.59× | ||
| Q1 25 | -0.21× | 0.66× | ||
| Q4 24 | 1.17× | 0.99× | ||
| Q3 24 | 2.14× | 1.07× | ||
| Q2 24 | 0.99× | 1.58× |
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
PH
| Filtration And Engineered Materials | $1.5B | 28% |
| Other | $1.1B | 22% |
| Motion Systems | $893.0M | 17% |
| Commercial Aftermarket | $619.0M | 12% |
| Commercial Original Equipment Manufacturer | $561.0M | 11% |
| Defense Original Equipment Manufacturer | $305.0M | 6% |
| Defense Aftermarket | $221.0M | 4% |