vs
Arcosa, Inc.（ACA）与安道拓（ADNT）财务数据对比。点击上方公司名可切换其他公司
安道拓的季度营收约是Arcosa, Inc.的5.1倍（$3.6B vs $716.7M）。Arcosa, Inc.净利率更高（7.3% vs -0.6%，领先7.9%）。Arcosa, Inc.同比增速更快（7.6% vs 4.3%）。Arcosa, Inc.自由现金流更多（$55.8M vs $15.0M）。过去两年Arcosa, Inc.的营收复合增速更高（9.4% vs -1.4%）
Arcosa, Inc.是一家基础设施相关产品及解决方案提供商，业务覆盖建筑、能源、交通三大核心板块，主营公用设施结构件、建筑集料、交通零部件等产品，主要面向北美市场客户，为各类关键基础设施建设项目提供支持。
安道拓是全球规模最大的汽车座椅制造商，注册地位于爱尔兰，运营总部设在美国密歇根州普利茅斯，业务覆盖全球各地，为全球客户提供专业的汽车座椅相关产品及解决方案，在汽车座椅领域拥有领先的市场地位与技术优势。
ACA vs ADNT — 直观对比
营收规模更大
ADNT
是对方的5.1倍
$716.7M
营收增速更快
ACA
高出3.3%
4.3%
净利率更高
ACA
高出7.9%
-0.6%
自由现金流更多
ACA
多$40.8M
$15.0M
两年增速更快
ACA
近两年复合增速
-1.4%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $3.6B |
| 净利润 | $52.1M | $-22.0M |
| 毛利率 | 22.9% | 6.0% |
| 营业利润率 | 11.0% | 1.1% |
| 净利率 | 7.3% | -0.6% |
| 营收同比 | 7.6% | 4.3% |
| 净利润同比 | 776.6% | — |
| 每股收益（稀释后） | $1.06 | $-0.28 |
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ACAADNT
| Q4 25 | $716.7M | $3.6B | ||
| Q3 25 | $797.8M | $3.7B | ||
| Q2 25 | $736.9M | $3.7B | ||
| Q1 25 | $632.0M | $3.6B | ||
| Q4 24 | $666.2M | $3.5B | ||
| Q3 24 | $640.4M | $3.6B | ||
| Q2 24 | $664.7M | $3.7B | ||
| Q1 24 | $598.6M | $3.8B |
净利润ACAADNT
| Q4 25 | $52.1M | $-22.0M | ||
| Q3 25 | $73.0M | $18.0M | ||
| Q2 25 | $59.7M | $36.0M | ||
| Q1 25 | $23.6M | $-335.0M | ||
| Q4 24 | $-7.7M | $0 | ||
| Q3 24 | $16.6M | $79.0M | ||
| Q2 24 | $45.6M | $-11.0M | ||
| Q1 24 | $39.2M | $-70.0M |
毛利率ACAADNT
| Q4 25 | 22.9% | 6.0% | ||
| Q3 25 | 24.1% | 6.7% | ||
| Q2 25 | 22.5% | 6.3% | ||
| Q1 25 | 19.8% | 7.2% | ||
| Q4 24 | 19.3% | 6.2% | ||
| Q3 24 | 21.3% | 6.9% | ||
| Q2 24 | 20.8% | 5.6% | ||
| Q1 24 | 18.6% | 6.1% |
营业利润率ACAADNT
| Q4 25 | 11.0% | 1.1% | ||
| Q3 25 | 14.1% | 1.7% | ||
| Q2 25 | 12.9% | 1.8% | ||
| Q1 25 | 8.8% | -7.3% | ||
| Q4 24 | 6.5% | 1.3% | ||
| Q3 24 | 5.3% | 1.8% | ||
| Q2 24 | 10.1% | 1.2% | ||
| Q1 24 | 8.9% | -1.1% |
净利率ACAADNT
| Q4 25 | 7.3% | -0.6% | ||
| Q3 25 | 9.2% | 0.5% | ||
| Q2 25 | 8.1% | 1.0% | ||
| Q1 25 | 3.7% | -9.3% | ||
| Q4 24 | -1.2% | — | ||
| Q3 24 | 2.6% | 2.2% | ||
| Q2 24 | 6.9% | -0.3% | ||
| Q1 24 | 6.5% | -1.9% |
每股收益（稀释后）ACAADNT
| Q4 25 | $1.06 | $-0.28 | ||
| Q3 25 | $1.48 | $0.17 | ||
| Q2 25 | $1.22 | $0.43 | ||
| Q1 25 | $0.48 | $-3.99 | ||
| Q4 24 | $-0.16 | $0.00 | ||
| Q3 24 | $0.34 | $0.88 | ||
| Q2 24 | $0.93 | $-0.12 | ||
| Q1 24 | $0.80 | $-0.77 |
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 | $214.6M | — |
| 总债务越低越好 | $1.5B | $2.4B |
| 股东权益账面价值 | $2.6B | $1.7B |
| 总资产 | $5.0B | $8.8B |
| 负债/权益比越低杠杆越低 | 0.57× | 1.37× |
8季度趋势，按日历期对齐
现金及短期投资ACAADNT
| Q4 25 | $214.6M | — | ||
| Q3 25 | $220.0M | — | ||
| Q2 25 | $189.7M | — | ||
| Q1 25 | $167.9M | — | ||
| Q4 24 | $187.3M | — | ||
| Q3 24 | $756.8M | — | ||
| Q2 24 | $103.7M | — | ||
| Q1 24 | $176.5M | — |
总债务ACAADNT
| Q4 25 | $1.5B | $2.4B | ||
| Q3 25 | $1.6B | $2.4B | ||
| Q2 25 | $1.7B | $2.4B | ||
| Q1 25 | $1.7B | $2.4B | ||
| Q4 24 | $1.7B | $2.4B | ||
| Q3 24 | $1.2B | $2.4B | ||
| Q2 24 | $699.9M | $2.4B | ||
| Q1 24 | $600.6M | $2.4B |
股东权益ACAADNT
| Q4 25 | $2.6B | $1.7B | ||
| Q3 25 | $2.6B | $1.8B | ||
| Q2 25 | $2.5B | $1.8B | ||
| Q1 25 | $2.5B | $1.7B | ||
| Q4 24 | $2.4B | $1.9B | ||
| Q3 24 | $2.4B | $2.1B | ||
| Q2 24 | $2.4B | $1.9B | ||
| Q1 24 | $2.4B | $2.1B |
总资产ACAADNT
| Q4 25 | $5.0B | $8.8B | ||
| Q3 25 | $5.1B | $9.0B | ||
| Q2 25 | $5.0B | $8.8B | ||
| Q1 25 | $4.9B | $8.6B | ||
| Q4 24 | $4.9B | $8.5B | ||
| Q3 24 | $4.4B | $9.4B | ||
| Q2 24 | $3.8B | $9.1B | ||
| Q1 24 | $3.7B | $9.3B |
负债/权益比ACAADNT
| Q4 25 | 0.57× | 1.37× | ||
| Q3 25 | 0.61× | 1.35× | ||
| Q2 25 | 0.67× | 1.34× | ||
| Q1 25 | 0.68× | 1.44× | ||
| Q4 24 | 0.69× | 1.28× | ||
| Q3 24 | 0.51× | 1.12× | ||
| Q2 24 | 0.29× | 1.24× | ||
| Q1 24 | 0.25× | 1.16× |
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 | $120.0M | $80.0M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $15.0M |
| 自由现金流率自由现金流/营收 | 7.8% | 0.4% |
| 资本支出强度资本支出/营收 | 9.0% | 1.8% |
| 现金转化率经营现金流/净利润 | 2.30× | — |
| 过去12个月自由现金流最近4个季度 | $175.5M | $174.0M |
8季度趋势，按日历期对齐
经营现金流ACAADNT
| Q4 25 | $120.0M | $80.0M | ||
| Q3 25 | $160.6M | $213.0M | ||
| Q2 25 | $61.2M | $172.0M | ||
| Q1 25 | $-700.0K | $-45.0M | ||
| Q4 24 | $248.2M | $109.0M | ||
| Q3 24 | $135.0M | $263.0M | ||
| Q2 24 | $38.3M | $158.0M | ||
| Q1 24 | $80.5M | $81.0M |
自由现金流ACAADNT
| Q4 25 | $55.8M | $15.0M | ||
| Q3 25 | $121.0M | $134.0M | ||
| Q2 25 | $33.4M | $115.0M | ||
| Q1 25 | $-34.7M | $-90.0M | ||
| Q4 24 | $194.9M | $45.0M | ||
| Q3 24 | $100.6M | $191.0M | ||
| Q2 24 | $-9.3M | $88.0M | ||
| Q1 24 | $26.1M | $12.0M |
自由现金流率ACAADNT
| Q4 25 | 7.8% | 0.4% | ||
| Q3 25 | 15.2% | 3.6% | ||
| Q2 25 | 4.5% | 3.1% | ||
| Q1 25 | -5.5% | -2.5% | ||
| Q4 24 | 29.3% | 1.3% | ||
| Q3 24 | 15.7% | 5.4% | ||
| Q2 24 | -1.4% | 2.4% | ||
| Q1 24 | 4.4% | 0.3% |
资本支出强度ACAADNT
| Q4 25 | 9.0% | 1.8% | ||
| Q3 25 | 5.0% | 2.1% | ||
| Q2 25 | 3.8% | 1.5% | ||
| Q1 25 | 5.4% | 1.2% | ||
| Q4 24 | 8.0% | 1.8% | ||
| Q3 24 | 5.4% | 2.0% | ||
| Q2 24 | 7.2% | 1.9% | ||
| Q1 24 | 9.1% | 1.8% |
现金转化率ACAADNT
| Q4 25 | 2.30× | — | ||
| Q3 25 | 2.20× | 11.83× | ||
| Q2 25 | 1.03× | 4.78× | ||
| Q1 25 | -0.03× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 8.13× | 3.33× | ||
| Q2 24 | 0.84× | — | ||
| Q1 24 | 2.05× | — |
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
ACA
| Engineered Structures | $301.1M | 42% |
| Total Construction Materials | $276.8M | 39% |
| Specialty Materials And Asphalt | $110.2M | 15% |
| Construction Site Support | $28.6M | 4% |
ADNT
暂无分部数据
