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ABM INDUSTRIES INC（ABM）与EPAM Systems（EPAM）财务数据对比。点击上方公司名可切换其他公司
ABM INDUSTRIES INC的季度营收约是EPAM Systems的1.6倍（$2.3B vs $1.4B），EPAM Systems净利率更高（7.8% vs 1.5%，领先6.3%），EPAM Systems同比增速更快（12.8% vs 5.4%），EPAM Systems自由现金流更多（$268.1M vs $112.7M），过去两年EPAM Systems的营收复合增速更高（9.9% vs 5.3%）
ABM工业是美国知名的设施管理服务商，1909年由莫里斯·罗森伯格在加利福尼亚州旧金山创立。其业务覆盖电气、照明、能源管理、设施工程、电气化、暖通空调、机电运维、保洁、景观养护、停车场管理、交通配套等多元设施服务领域，为各类客户提供一体化的场地运营解决方案。
EPAM Systems是总部位于美国宾夕法尼亚州纽敦的企业，核心业务涵盖软件工程服务、数字平台研发、数字产品设计三大板块，同时是MACH联盟的创始成员，在全球数字化服务赛道拥有深厚的技术积累与行业认可度。
ABM vs EPAM — 直观对比
营收规模更大
ABM
是对方的1.6倍
$1.4B
营收增速更快
EPAM
高出7.3%
5.4%
净利率更高
EPAM
高出6.3%
1.5%
自由现金流更多
EPAM
多$155.4M
$112.7M
两年增速更快
EPAM
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $1.4B |
| 净利润 | $34.8M | $109.4M |
| 毛利率 | 11.8% | 30.1% |
| 营业利润率 | 3.0% | 10.6% |
| 净利率 | 1.5% | 7.8% |
| 营收同比 | 5.4% | 12.8% |
| 净利润同比 | 394.9% | 5.9% |
| 每股收益（稀释后） | $0.56 | $1.97 |
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ABMEPAM
| Q4 25 | $2.3B | $1.4B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $2.1B | $1.3B | ||
| Q4 24 | $2.2B | $1.2B | ||
| Q3 24 | $2.1B | $1.2B | ||
| Q2 24 | $2.0B | $1.1B | ||
| Q1 24 | $2.1B | $1.2B |
净利润ABMEPAM
| Q4 25 | $34.8M | $109.4M | ||
| Q3 25 | $41.8M | $106.8M | ||
| Q2 25 | $42.2M | $88.0M | ||
| Q1 25 | $43.6M | $73.5M | ||
| Q4 24 | $-11.8M | $103.3M | ||
| Q3 24 | $4.7M | $136.3M | ||
| Q2 24 | $43.8M | $98.6M | ||
| Q1 24 | $44.7M | $116.2M |
毛利率ABMEPAM
| Q4 25 | 11.8% | 30.1% | ||
| Q3 25 | 12.3% | 29.5% | ||
| Q2 25 | 12.8% | 28.8% | ||
| Q1 25 | 12.3% | 26.9% | ||
| Q4 24 | 12.5% | 30.4% | ||
| Q3 24 | 12.6% | 34.6% | ||
| Q2 24 | 12.6% | 29.3% | ||
| Q1 24 | 11.8% | 28.4% |
营业利润率ABMEPAM
| Q4 25 | 3.0% | 10.6% | ||
| Q3 25 | 3.8% | 10.4% | ||
| Q2 25 | 3.9% | 9.3% | ||
| Q1 25 | 3.7% | 7.6% | ||
| Q4 24 | 0.9% | 10.9% | ||
| Q3 24 | 1.8% | 15.2% | ||
| Q2 24 | 4.0% | 10.5% | ||
| Q1 24 | 3.6% | 9.5% |
净利率ABMEPAM
| Q4 25 | 1.5% | 7.8% | ||
| Q3 25 | 1.9% | 7.7% | ||
| Q2 25 | 2.0% | 6.5% | ||
| Q1 25 | 2.1% | 5.6% | ||
| Q4 24 | -0.5% | 8.3% | ||
| Q3 24 | 0.2% | 11.7% | ||
| Q2 24 | 2.2% | 8.6% | ||
| Q1 24 | 2.2% | 10.0% |
每股收益（稀释后）ABMEPAM
| Q4 25 | $0.56 | $1.97 | ||
| Q3 25 | $0.67 | $1.91 | ||
| Q2 25 | $0.67 | $1.56 | ||
| Q1 25 | $0.69 | $1.28 | ||
| Q4 24 | $-0.18 | $1.80 | ||
| Q3 24 | $0.07 | $2.37 | ||
| Q2 24 | $0.69 | $1.70 | ||
| Q1 24 | $0.70 | $1.97 |
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 | $104.1M | $1.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.8B | $3.7B |
| 总资产 | $5.3B | $4.9B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ABMEPAM
| Q4 25 | $104.1M | $1.3B | ||
| Q3 25 | $69.3M | $1.2B | ||
| Q2 25 | $58.7M | $1.0B | ||
| Q1 25 | $59.0M | $1.2B | ||
| Q4 24 | $64.6M | $1.3B | ||
| Q3 24 | $86.3M | $2.1B | ||
| Q2 24 | $60.7M | $1.8B | ||
| Q1 24 | $58.0M | $2.0B |
股东权益ABMEPAM
| Q4 25 | $1.8B | $3.7B | ||
| Q3 25 | $1.8B | $3.7B | ||
| Q2 25 | $1.8B | $3.7B | ||
| Q1 25 | $1.8B | $3.6B | ||
| Q4 24 | $1.8B | $3.6B | ||
| Q3 24 | $1.8B | $3.6B | ||
| Q2 24 | $1.8B | $3.4B | ||
| Q1 24 | $1.8B | $3.5B |
总资产ABMEPAM
| Q4 25 | $5.3B | $4.9B | ||
| Q3 25 | $5.3B | $4.8B | ||
| Q2 25 | $5.3B | $4.7B | ||
| Q1 25 | $5.2B | $4.7B | ||
| Q4 24 | $5.1B | $4.8B | ||
| Q3 24 | $5.0B | $4.5B | ||
| Q2 24 | $4.9B | $4.2B | ||
| Q1 24 | $5.0B | $4.4B |
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 | $133.4M | $282.9M |
| 自由现金流经营现金流 - 资本支出 | $112.7M | $268.1M |
| 自由现金流率自由现金流/营收 | 4.9% | 19.0% |
| 资本支出强度资本支出/营收 | 0.9% | 1.1% |
| 现金转化率经营现金流/净利润 | 3.83× | 2.59× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $612.7M |
8季度趋势，按日历期对齐
经营现金流ABMEPAM
| Q4 25 | $133.4M | $282.9M | ||
| Q3 25 | $174.9M | $294.7M | ||
| Q2 25 | $32.3M | $53.2M | ||
| Q1 25 | $-106.2M | $24.2M | ||
| Q4 24 | $30.4M | $130.3M | ||
| Q3 24 | $79.4M | $242.0M | ||
| Q2 24 | $117.0M | $57.0M | ||
| Q1 24 | $-100.0K | $129.9M |
自由现金流ABMEPAM
| Q4 25 | $112.7M | $268.1M | ||
| Q3 25 | $150.1M | $286.4M | ||
| Q2 25 | $15.2M | $43.4M | ||
| Q1 25 | $-122.9M | $14.8M | ||
| Q4 24 | $15.6M | $114.5M | ||
| Q3 24 | $63.9M | $237.0M | ||
| Q2 24 | $101.5M | $52.3M | ||
| Q1 24 | $-13.7M | $123.2M |
自由现金流率ABMEPAM
| Q4 25 | 4.9% | 19.0% | ||
| Q3 25 | 6.7% | 20.5% | ||
| Q2 25 | 0.7% | 3.2% | ||
| Q1 25 | -5.8% | 1.1% | ||
| Q4 24 | 0.7% | 9.2% | ||
| Q3 24 | 3.1% | 20.3% | ||
| Q2 24 | 5.0% | 4.6% | ||
| Q1 24 | -0.7% | 10.6% |
资本支出强度ABMEPAM
| Q4 25 | 0.9% | 1.1% | ||
| Q3 25 | 1.1% | 0.6% | ||
| Q2 25 | 0.8% | 0.7% | ||
| Q1 25 | 0.8% | 0.7% | ||
| Q4 24 | 0.7% | 1.3% | ||
| Q3 24 | 0.7% | 0.4% | ||
| Q2 24 | 0.8% | 0.4% | ||
| Q1 24 | 0.7% | 0.6% |
现金转化率ABMEPAM
| Q4 25 | 3.83× | 2.59× | ||
| Q3 25 | 4.18× | 2.76× | ||
| Q2 25 | 0.77× | 0.60× | ||
| Q1 25 | -2.44× | 0.33× | ||
| Q4 24 | — | 1.26× | ||
| Q3 24 | 16.89× | 1.77× | ||
| Q2 24 | 2.67× | 0.58× | ||
| Q1 24 | -0.00× | 1.12× |
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
ABM
| Facility Service Line Janitorial | $729.5M | 32% |
| Technical Solutions | $298.6M | 13% |
| Aviation | $296.7M | 13% |
| Education | $233.8M | 10% |
| Engineering And Infrastructure Service Line | $211.3M | 9% |
| Engineering And Infrastructure Service Line Operations And Maintenance | $207.2M | 9% |
| Facility Service Line Aviation Services | $134.4M | 6% |
| Facility Service Line Parking And Transportation | $108.0M | 5% |
| Management Reimbursement Revenue | $86.9M | 4% |
EPAM
暂无分部数据
