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Genuine Parts Company(GPC)与标普全球(VG)财务数据对比。点击上方公司名可切换其他公司
Genuine Parts Company的季度营收约是标普全球的1.4倍($6.3B vs $4.4B),标普全球净利率更高(26.8% vs 3.0%,领先23.8%),标普全球同比增速更快(191.7% vs 6.8%),Genuine Parts Company自由现金流更多($-33.6M vs $-1.5B),过去两年标普全球的营收复合增速更高(77.3% 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。
标普全球是总部位于美国纽约曼哈顿的上市企业,核心业务涵盖金融信息与数据分析、能源及大宗商品情报服务,旗下拥有标普全球评级、标普全球能源、标普全球市场财智、印度信用评级机构CRISIL等子品牌,同时是标普道琼斯指数合资公司的控股股东。
GPC vs VG — 直观对比
营收规模更大
GPC
是对方的1.4倍
$4.4B
营收增速更快
VG
高出184.9%
6.8%
净利率更高
VG
高出23.8%
3.0%
自由现金流更多
GPC
多$1.5B
$-1.5B
两年增速更快
VG
近两年复合增速
2.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $6.3B | $4.4B |
| 净利润 | $188.5M | $1.2B |
| 毛利率 | 37.3% | — |
| 营业利润率 | — | 38.7% |
| 净利率 | 3.0% | 26.8% |
| 营收同比 | 6.8% | 191.7% |
| 净利润同比 | -3.0% | 20.3% |
| 每股收益(稀释后) | $1.37 | $0.41 |
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
VG
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.0B | $4.4B | ||
| Q3 25 | $6.3B | $3.3B | ||
| Q2 25 | $6.2B | $3.1B | ||
| Q1 25 | $5.9B | $2.9B | ||
| Q4 24 | $5.8B | $1.5B | ||
| Q3 24 | $6.0B | $926.0M | ||
| Q2 24 | $6.0B | $1.1B |
净利润
GPC
VG
| Q1 26 | $188.5M | — | ||
| Q4 25 | $-609.5M | $1.2B | ||
| Q3 25 | $226.2M | $550.0M | ||
| Q2 25 | $254.9M | $475.0M | ||
| Q1 25 | $194.4M | $517.0M | ||
| Q4 24 | $133.1M | $990.0M | ||
| Q3 24 | $226.6M | $-294.0M | ||
| Q2 24 | $295.5M | $352.0M |
毛利率
GPC
VG
| 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
GPC
VG
| Q1 26 | — | — | ||
| Q4 25 | -13.8% | 38.7% | ||
| Q3 25 | 4.7% | 39.7% | ||
| Q2 25 | 5.5% | 33.5% | ||
| Q1 25 | 4.3% | 37.3% | ||
| Q4 24 | 2.9% | 39.0% | ||
| Q3 24 | 5.0% | 20.4% | ||
| Q2 24 | 6.5% | 32.8% |
净利率
GPC
VG
| Q1 26 | 3.0% | — | ||
| Q4 25 | -10.1% | 26.8% | ||
| Q3 25 | 3.6% | 16.5% | ||
| Q2 25 | 4.1% | 15.3% | ||
| Q1 25 | 3.3% | 17.9% | ||
| Q4 24 | 2.3% | 65.0% | ||
| Q3 24 | 3.8% | -31.7% | ||
| Q2 24 | 5.0% | 31.8% |
每股收益(稀释后)
GPC
VG
| Q1 26 | $1.37 | — | ||
| Q4 25 | $-4.38 | $0.41 | ||
| Q3 25 | $1.62 | $0.16 | ||
| Q2 25 | $1.83 | $0.14 | ||
| Q1 25 | $1.40 | $0.15 | ||
| Q4 24 | $0.96 | $0.35 | ||
| Q3 24 | $1.62 | $-0.15 | ||
| Q2 24 | $2.11 | $0.12 |
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 | $2.4B |
| 总债务越低越好 | $4.6B | $34.2B |
| 股东权益账面价值 | $4.5B | $6.7B |
| 总资产 | $21.0B | $53.4B |
| 负债/权益比越低杠杆越低 | 1.03× | 5.07× |
8季度趋势,按日历期对齐
现金及短期投资
GPC
VG
| Q1 26 | $500.0M | — | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
总债务
GPC
VG
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.8B | $34.2B | ||
| Q3 25 | — | $32.6B | ||
| Q2 25 | — | $30.0B | ||
| Q1 25 | — | $29.3B | ||
| Q4 24 | $4.3B | $29.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
GPC
VG
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.4B | $6.7B | ||
| Q3 25 | $4.8B | $5.7B | ||
| Q2 25 | $4.7B | $5.3B | ||
| Q1 25 | $4.4B | $4.9B | ||
| Q4 24 | $4.3B | $2.9B | ||
| Q3 24 | $4.7B | — | ||
| Q2 24 | $4.5B | — |
总资产
GPC
VG
| Q1 26 | $21.0B | — | ||
| Q4 25 | $20.8B | $53.4B | ||
| Q3 25 | $20.7B | $50.1B | ||
| Q2 25 | $20.4B | $46.5B | ||
| Q1 25 | $19.8B | $45.1B | ||
| Q4 24 | $19.3B | $43.5B | ||
| Q3 24 | $20.3B | — | ||
| Q2 24 | $18.9B | — |
负债/权益比
GPC
VG
| Q1 26 | 1.03× | — | ||
| Q4 25 | 1.08× | 5.07× | ||
| Q3 25 | — | 5.73× | ||
| Q2 25 | — | 5.69× | ||
| Q1 25 | — | 6.01× | ||
| Q4 24 | 0.99× | 10.11× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $2.1B |
| 自由现金流经营现金流 - 资本支出 | $-33.6M | $-1.5B |
| 自由现金流率自由现金流/营收 | -0.5% | -34.1% |
| 资本支出强度资本支出/营收 | — | 81.6% |
| 现金转化率经营现金流/净利润 | — | 1.77× |
| 过去12个月自由现金流最近4个季度 | $548.0M | $-6.8B |
8季度趋势,按日历期对齐
经营现金流
GPC
VG
| Q1 26 | — | — | ||
| Q4 25 | $380.1M | $2.1B | ||
| Q3 25 | $341.6M | $1.9B | ||
| Q2 25 | $209.9M | $1.5B | ||
| Q1 25 | $-40.8M | $1.1B | ||
| Q4 24 | $155.0M | — | ||
| Q3 24 | $484.3M | — | ||
| Q2 24 | $293.6M | — |
自由现金流
GPC
VG
| Q1 26 | $-33.6M | — | ||
| Q4 25 | $260.7M | $-1.5B | ||
| Q3 25 | $240.0M | $-1.4B | ||
| Q2 25 | $81.0M | $-1.5B | ||
| Q1 25 | $-160.7M | $-2.4B | ||
| Q4 24 | $-26.7M | — | ||
| Q3 24 | $358.0M | — | ||
| Q2 24 | $150.1M | — |
自由现金流率
GPC
VG
| Q1 26 | -0.5% | — | ||
| Q4 25 | 4.3% | -34.1% | ||
| Q3 25 | 3.8% | -42.4% | ||
| Q2 25 | 1.3% | -49.1% | ||
| Q1 25 | -2.7% | -81.3% | ||
| Q4 24 | -0.5% | — | ||
| Q3 24 | 6.0% | — | ||
| Q2 24 | 2.5% | — |
资本支出强度
GPC
VG
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 81.6% | ||
| Q3 25 | 1.6% | 98.9% | ||
| Q2 25 | 2.1% | 96.1% | ||
| Q1 25 | 2.0% | 119.8% | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 2.1% | — | ||
| Q2 24 | 2.4% | — |
现金转化率
GPC
VG
| Q1 26 | — | — | ||
| Q4 25 | — | 1.77× | ||
| Q3 25 | 1.51× | 3.42× | ||
| Q2 25 | 0.82× | 3.07× | ||
| Q1 25 | -0.21× | 2.15× | ||
| 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
业务分部营收拆解
GPC
暂无分部数据
VG
| Plaquemines Project Segment | $3.4B | 76% |
| Calcasieu Project Segment | $841.0M | 19% |
| Other | $208.0M | 5% |