Aptiv 对比 Lear
可添加、更换或移除公司，最多四家。
简而言之
- Lear 规模更大:2025 财年营收 $23.3B，Aptiv 为 $20.4B。
- Aptiv 营收增长更快(3.5%，对方为 −0.2%)。
- Aptiv 每一美元销售额中留下的营业利润更多(营业利润率 5.8%，对方为 3.3%)。
- Aptiv 将更多销售额转化为自由现金流(自由现金流利润率 7.5%，对方为 2.3%)。
- Lear 的投入资本回报更高(8.9%，对方为 3.7%)。
- 投资者愿为 Aptiv 每一美元的盈利支付更高价格：市盈率 40.3x，而 Lear 为 10.9x。
| 最近财年 | APTV · FY25 | LEA · FY25 |
|---|---|---|
| 规模 | ||
| 市值 | $9.1B | $5.9B |
| 营收 | $20.4B | $23.3B |
| 自由现金流 | $1.5B | $527M |
| 净利润 | $165M | $437M |
| 增长 | ||
| 营收增长 | 3.5% | −0.2% |
| 5年增长率 | 9.3% | 6.4% |
| 股数变化 | −14.0% | −5.1% |
| 盈利能力 | ||
| 毛利率 | 19.1% | 6.5% |
| 营业利润率 | 5.8% | 3.3% |
| 净利率 | 0.8% | 1.9% |
| 自由现金流利润率 | 7.5% | 2.3% |
| 资本回报率 | 3.7% | 8.9% |
| 股本回报率 | 1.8% | 9.2% |
| 资产负债表 | ||
| 净债务 | $5.9B | $1.7B |
| 净债务 / EBITDA | 2.7x | 1.2x |
| 股息与回购 | $397M | $490M |
| 估值与质量 | ||
| 市盈率 | 40.3x | 10.9x |
| Piotroski F 分数 | 8 | 7 |
FY16
APTV $12.3B
LEA $18.6B
FY17
APTV $12.9B
LEA $20.5B
FY18
APTV $14.4B
LEA $21.1B
FY19
APTV $14.4B
LEA $19.8B
FY20
APTV $13.1B
LEA $17.0B
FY21
APTV $15.6B
LEA $19.3B
FY22
APTV $17.5B
LEA $20.9B
FY23
APTV $20.1B
LEA $23.5B
FY24
APTV $19.7B
LEA $23.3B
FY25
APTV $20.4B
LEA $23.3B
APTV
LEA
FY16
APTV 12.5%
LEA 7.9%
FY17
APTV 11.0%
LEA 7.9%
FY18
APTV 10.2%
LEA 7.8%
FY19
APTV 8.9%
LEA 5.4%
FY20
APTV 16.2%
LEA 2.7%
FY21
APTV 7.6%
LEA 3.5%
FY22
APTV 7.2%
LEA 3.1%
FY23
APTV 7.8%
LEA 4.0%
FY24
APTV 9.3%
LEA 3.8%
FY25
APTV 5.8%
LEA 3.3%
APTV
LEA
FY16
APTV $1.3B
LEA $1.1B
FY17
APTV $770M
LEA $1.2B
FY18
APTV $782M
LEA $1.1B
FY19
APTV $843M
LEA $680M
FY20
APTV $829M
LEA $211M
FY21
APTV $611M
LEA $85.0M
FY22
APTV $419M
LEA $383M
FY23
APTV $990M
LEA $623M
FY24
APTV $1.6B
LEA $561M
FY25
APTV $1.5B
LEA $527M
APTV
LEA
FY16
APTV 20.7%
LEA 27.6%
FY17
APTV 19.3%
LEA 32.4%
FY18
APTV 17.3%
LEA 27.5%
FY19
APTV 14.0%
LEA 17.8%
FY20
APTV 23.2%
LEA 5.7%
FY21
APTV 11.2%
LEA 8.8%
FY22
APTV 9.4%
LEA 7.8%
FY23
APTV 10.2%
LEA 11.1%
FY24
APTV 10.1%
LEA 10.1%
FY25
APTV 3.7%
LEA 8.9%
APTV
LEA
各公司最近一个财年的数据；各公司财年结束月份不同。在越高(或越低)明显越好的行中，突出显示最佳值。不构成投资建议。