vs
安捷伦科技(A)与博思艾伦汉密尔顿(BAH)财务数据对比。点击上方公司名可切换其他公司
博思艾伦汉密尔顿的季度营收约是安捷伦科技的1.5倍($2.6B vs $1.8B),安捷伦科技净利率更高(17.0% vs 7.6%,领先9.3%),安捷伦科技同比增速更快(7.0% vs -10.2%),博思艾伦汉密尔顿自由现金流更多($248.0M vs $175.0M),过去两年安捷伦科技的营收复合增速更高(6.9% vs -2.8%)
安捷伦科技是全球知名的生命科学、诊断与应用化学领域解决方案提供商,旗下生命科学与应用市场业务板块提供液相色谱系统及组件、液相色谱质谱联用系统、气相色谱设备、电感耦合等离子体质谱仪、原子吸收仪等多种分析检测仪器,服务全球各领域客户。
博思艾伦汉密尔顿控股集团是美国知名专业服务企业,深耕数字化转型与人工智能领域,为公共部门、私营机构及非营利组织提供咨询、分析与工程服务,总部位于弗吉尼亚州麦克莱恩,属华盛顿大都会区,在全球另设有80个办事处。
A vs BAH — 直观对比
营收规模更大
BAH
是对方的1.5倍
$1.8B
营收增速更快
A
高出17.1%
-10.2%
净利率更高
A
高出9.3%
7.6%
自由现金流更多
BAH
多$73.0M
$175.0M
两年增速更快
A
近两年复合增速
-2.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.8B | $2.6B |
| 净利润 | $305.0M | $200.0M |
| 毛利率 | 52.6% | 51.9% |
| 营业利润率 | 19.6% | 8.8% |
| 净利率 | 17.0% | 7.6% |
| 营收同比 | 7.0% | -10.2% |
| 净利润同比 | -4.1% | 7.0% |
| 每股收益(稀释后) | $1.07 | $1.63 |
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
A
BAH
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.9B | $2.6B | ||
| Q3 25 | $1.7B | $2.9B | ||
| Q2 25 | $1.7B | $2.9B | ||
| Q1 25 | $1.7B | $3.0B | ||
| Q4 24 | $1.7B | $2.9B | ||
| Q3 24 | $1.6B | $3.1B | ||
| Q2 24 | $1.6B | $2.9B |
净利润
A
BAH
| Q1 26 | $305.0M | — | ||
| Q4 25 | $434.0M | $200.0M | ||
| Q3 25 | $336.0M | $175.0M | ||
| Q2 25 | $215.0M | $271.0M | ||
| Q1 25 | $318.0M | $192.7M | ||
| Q4 24 | $351.0M | $186.9M | ||
| Q3 24 | $282.0M | $390.1M | ||
| Q2 24 | $308.0M | $165.2M |
毛利率
A
BAH
| Q1 26 | 52.6% | — | ||
| Q4 25 | 53.2% | 51.9% | ||
| Q3 25 | 51.1% | 53.6% | ||
| Q2 25 | 51.9% | 51.3% | ||
| Q1 25 | 53.5% | 53.6% | ||
| Q4 24 | 53.9% | 55.2% | ||
| Q3 24 | 54.2% | 56.7% | ||
| Q2 24 | 54.4% | 53.4% |
营业利润率
A
BAH
| Q1 26 | 19.6% | — | ||
| Q4 25 | 23.8% | 8.8% | ||
| Q3 25 | 20.7% | 9.8% | ||
| Q2 25 | 18.0% | 8.8% | ||
| Q1 25 | 22.4% | 9.2% | ||
| Q4 24 | 24.0% | 10.0% | ||
| Q3 24 | 21.1% | 17.4% | ||
| Q2 24 | 23.1% | 8.7% |
净利率
A
BAH
| Q1 26 | 17.0% | — | ||
| Q4 25 | 23.3% | 7.6% | ||
| Q3 25 | 19.3% | 6.1% | ||
| Q2 25 | 12.9% | 9.3% | ||
| Q1 25 | 18.9% | 6.5% | ||
| Q4 24 | 20.6% | 6.4% | ||
| Q3 24 | 17.9% | 12.4% | ||
| Q2 24 | 19.6% | 5.6% |
每股收益(稀释后)
A
BAH
| Q1 26 | $1.07 | — | ||
| Q4 25 | $1.53 | $1.63 | ||
| Q3 25 | $1.18 | $1.42 | ||
| Q2 25 | $0.75 | $2.16 | ||
| Q1 25 | $1.11 | $1.52 | ||
| Q4 24 | $1.23 | $1.45 | ||
| Q3 24 | $0.97 | $3.01 | ||
| Q2 24 | $1.05 | $1.27 |
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 | $1.8B | $882.0M |
| 总债务越低越好 | $3.0B | $3.9B |
| 股东权益账面价值 | $6.9B | $1.0B |
| 总资产 | $12.8B | $7.1B |
| 负债/权益比越低杠杆越低 | 0.44× | 3.84× |
8季度趋势,按日历期对齐
现金及短期投资
A
BAH
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.8B | $882.0M | ||
| Q3 25 | $1.5B | $816.0M | ||
| Q2 25 | $1.5B | $711.0M | ||
| Q1 25 | $1.5B | $885.0M | ||
| Q4 24 | $1.3B | $453.5M | ||
| Q3 24 | $1.8B | $558.7M | ||
| Q2 24 | $1.7B | $297.7M |
总债务
A
BAH
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.0B | $3.9B | ||
| Q3 25 | $3.4B | $4.0B | ||
| Q2 25 | $3.3B | $4.0B | ||
| Q1 25 | $3.3B | $4.0B | ||
| Q4 24 | $3.3B | $3.4B | ||
| Q3 24 | $2.1B | $3.4B | ||
| Q2 24 | $2.1B | $3.4B |
股东权益
A
BAH
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.7B | $1.0B | ||
| Q3 25 | $6.4B | $996.0M | ||
| Q2 25 | $6.1B | $1.1B | ||
| Q1 25 | $6.0B | $1.0B | ||
| Q4 24 | $5.9B | $1.2B | ||
| Q3 24 | $5.9B | $1.2B | ||
| Q2 24 | $6.2B | $1.1B |
总资产
A
BAH
| Q1 26 | $12.8B | — | ||
| Q4 25 | $12.7B | $7.1B | ||
| Q3 25 | $12.2B | $7.2B | ||
| Q2 25 | $12.2B | $7.2B | ||
| Q1 25 | $11.9B | $7.3B | ||
| Q4 24 | $11.8B | $6.8B | ||
| Q3 24 | $11.0B | $6.9B | ||
| Q2 24 | $10.9B | $6.6B |
负债/权益比
A
BAH
| Q1 26 | 0.44× | — | ||
| Q4 25 | 0.45× | 3.84× | ||
| Q3 25 | 0.53× | 3.98× | ||
| Q2 25 | 0.55× | 3.74× | ||
| Q1 25 | 0.56× | 3.99× | ||
| Q4 24 | 0.57× | 2.79× | ||
| Q3 24 | 0.36× | 2.83× | ||
| Q2 24 | 0.34× | 3.14× |
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 | $268.0M | $261.0M |
| 自由现金流经营现金流 - 资本支出 | $175.0M | $248.0M |
| 自由现金流率自由现金流/营收 | 9.7% | 9.5% |
| 资本支出强度资本支出/营收 | 5.2% | 0.5% |
| 现金转化率经营现金流/净利润 | 0.88× | 1.30× |
| 过去12个月自由现金流最近4个季度 | $993.0M | $933.4M |
8季度趋势,按日历期对齐
经营现金流
A
BAH
| Q1 26 | $268.0M | — | ||
| Q4 25 | $545.0M | $261.0M | ||
| Q3 25 | $362.0M | $421.0M | ||
| Q2 25 | $221.0M | $119.0M | ||
| Q1 25 | $431.0M | $219.0M | ||
| Q4 24 | $481.0M | $150.8M | ||
| Q3 24 | $452.0M | $587.1M | ||
| Q2 24 | $333.0M | $52.1M |
自由现金流
A
BAH
| Q1 26 | $175.0M | — | ||
| Q4 25 | $452.0M | $248.0M | ||
| Q3 25 | $259.0M | $395.0M | ||
| Q2 25 | $107.0M | $96.0M | ||
| Q1 25 | $334.0M | $194.4M | ||
| Q4 24 | $388.0M | $133.6M | ||
| Q3 24 | $360.0M | $563.3M | ||
| Q2 24 | $230.0M | $19.7M |
自由现金流率
A
BAH
| Q1 26 | 9.7% | — | ||
| Q4 25 | 24.3% | 9.5% | ||
| Q3 25 | 14.9% | 13.7% | ||
| Q2 25 | 6.4% | 3.3% | ||
| Q1 25 | 19.9% | 6.5% | ||
| Q4 24 | 22.8% | 4.6% | ||
| Q3 24 | 22.8% | 17.9% | ||
| Q2 24 | 14.6% | 0.7% |
资本支出强度
A
BAH
| Q1 26 | 5.2% | — | ||
| Q4 25 | 5.0% | 0.5% | ||
| Q3 25 | 5.9% | 0.9% | ||
| Q2 25 | 6.8% | 0.8% | ||
| Q1 25 | 5.8% | 0.8% | ||
| Q4 24 | 5.5% | 0.6% | ||
| Q3 24 | 5.8% | 0.8% | ||
| Q2 24 | 6.5% | 1.1% |
现金转化率
A
BAH
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.26× | 1.30× | ||
| Q3 25 | 1.08× | 2.41× | ||
| Q2 25 | 1.03× | 0.44× | ||
| Q1 25 | 1.36× | 1.14× | ||
| Q4 24 | 1.37× | 0.81× | ||
| Q3 24 | 1.60× | 1.50× | ||
| Q2 24 | 1.08× | 0.32× |
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
A
| Service Other | $525.0M | 29% |
| Chemicaland Energy Market | $422.0M | 23% |
| Agilent Cross Lab | $273.0M | 15% |
| Environmentaland Forensics Market | $177.0M | 10% |
| Food Market | $166.0M | 9% |
| Academiaand Government Market | $130.0M | 7% |
| Applied Markets | $98.0M | 5% |
BAH
| Defense Clients | $1.5B | 55% |
| Civil Clients | $732.0M | 28% |
| Intelligence Clients | $434.0M | 17% |