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Arcosa, Inc.（ACA）与ASSOCIATED BANC-CORP（ASB）财务数据对比。点击上方公司名可切换其他公司
Arcosa, Inc.的季度营收约是ASSOCIATED BANC-CORP的1.9倍（$716.7M vs $383.0M），ASSOCIATED BANC-CORP净利率更高（31.2% vs 7.3%，领先24.0%），过去两年Arcosa, Inc.的营收复合增速更高（9.4% vs 9.1%）
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。
联合银行集团（Associated Banc-Corp）是美国区域性银行控股公司，总部位于威斯康星州格林贝，深耕美国中西部地区，主营零售银行、商业银行、商业地产贷款、私人银行及特色金融服务，在威斯康星州、伊利诺伊州、明尼苏达州设有220多个营业网点，覆盖100多个社区，还在印第安纳、密歇根等多州设有贷款办事处。
ACA vs ASB — 直观对比
营收规模更大
ACA
是对方的1.9倍
$383.0M
净利率更高
ASB
高出24.0%
7.3%
两年增速更快
ACA
近两年复合增速
9.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $383.0M |
| 净利润 | $52.1M | $119.6M |
| 毛利率 | 22.9% | — |
| 营业利润率 | 11.0% | — |
| 净利率 | 7.3% | 31.2% |
| 营收同比 | 7.6% | — |
| 净利润同比 | 776.6% | 566.6% |
| 每股收益（稀释后） | $1.06 | $0.70 |
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ACAASB
| Q1 26 | — | $383.0M | ||
| Q4 25 | $716.7M | $310.0M | ||
| Q3 25 | $797.8M | $305.2M | ||
| Q2 25 | $736.9M | $300.0M | ||
| Q1 25 | $632.0M | $285.9M | ||
| Q4 24 | $666.2M | $270.3M | ||
| Q3 24 | $640.4M | $329.7M | ||
| Q2 24 | $664.7M | $321.8M |
净利润ACAASB
| Q1 26 | — | $119.6M | ||
| Q4 25 | $52.1M | $137.1M | ||
| Q3 25 | $73.0M | $124.7M | ||
| Q2 25 | $59.7M | $111.2M | ||
| Q1 25 | $23.6M | $101.7M | ||
| Q4 24 | $-7.7M | $-161.6M | ||
| Q3 24 | $16.6M | $88.0M | ||
| Q2 24 | $45.6M | $115.6M |
毛利率ACAASB
| Q1 26 | — | — | ||
| Q4 25 | 22.9% | — | ||
| Q3 25 | 24.1% | — | ||
| Q2 25 | 22.5% | — | ||
| Q1 25 | 19.8% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 21.3% | — | ||
| Q2 24 | 20.8% | — |
营业利润率ACAASB
| Q1 26 | — | — | ||
| Q4 25 | 11.0% | 52.6% | ||
| Q3 25 | 14.1% | 50.5% | ||
| Q2 25 | 12.9% | 46.5% | ||
| Q1 25 | 8.8% | 42.3% | ||
| Q4 24 | 6.5% | -65.8% | ||
| Q3 24 | 5.3% | 32.8% | ||
| Q2 24 | 10.1% | 32.0% |
净利率ACAASB
| Q1 26 | — | 31.2% | ||
| Q4 25 | 7.3% | 44.2% | ||
| Q3 25 | 9.2% | 40.9% | ||
| Q2 25 | 8.1% | 37.1% | ||
| Q1 25 | 3.7% | 35.6% | ||
| Q4 24 | -1.2% | -59.8% | ||
| Q3 24 | 2.6% | 26.7% | ||
| Q2 24 | 6.9% | 35.9% |
每股收益（稀释后）ACAASB
| Q1 26 | — | $0.70 | ||
| Q4 25 | $1.06 | $0.80 | ||
| Q3 25 | $1.48 | $0.73 | ||
| Q2 25 | $1.22 | $0.65 | ||
| Q1 25 | $0.48 | $0.59 | ||
| Q4 24 | $-0.16 | $-1.10 | ||
| Q3 24 | $0.34 | $0.56 | ||
| Q2 24 | $0.93 | $0.74 |
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 | — |
| 股东权益账面价值 | $2.6B | $5.0B |
| 总资产 | $5.0B | $45.6B |
| 负债/权益比越低杠杆越低 | 0.57× | — |
8季度趋势，按日历期对齐
现金及短期投资ACAASB
| Q1 26 | — | — | ||
| 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 | — |
总债务ACAASB
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $1.0B | ||
| Q3 25 | $1.6B | $594.1M | ||
| Q2 25 | $1.7B | $593.5M | ||
| Q1 25 | $1.7B | $591.4M | ||
| Q4 24 | $1.7B | $1.4B | ||
| Q3 24 | $1.2B | $844.3M | ||
| Q2 24 | $699.9M | $536.1M |
股东权益ACAASB
| Q1 26 | — | $5.0B | ||
| Q4 25 | $2.6B | $5.0B | ||
| Q3 25 | $2.6B | $4.9B | ||
| Q2 25 | $2.5B | $4.8B | ||
| Q1 25 | $2.5B | $4.7B | ||
| Q4 24 | $2.4B | $4.6B | ||
| Q3 24 | $2.4B | $4.4B | ||
| Q2 24 | $2.4B | $4.2B |
总资产ACAASB
| Q1 26 | — | $45.6B | ||
| Q4 25 | $5.0B | $45.2B | ||
| Q3 25 | $5.1B | $44.5B | ||
| Q2 25 | $5.0B | $44.0B | ||
| Q1 25 | $4.9B | $43.3B | ||
| Q4 24 | $4.9B | $43.0B | ||
| Q3 24 | $4.4B | $42.2B | ||
| Q2 24 | $3.8B | $41.6B |
负债/权益比ACAASB
| Q1 26 | — | — | ||
| Q4 25 | 0.57× | 0.20× | ||
| Q3 25 | 0.61× | 0.12× | ||
| Q2 25 | 0.67× | 0.12× | ||
| Q1 25 | 0.68× | 0.13× | ||
| Q4 24 | 0.69× | 0.31× | ||
| Q3 24 | 0.51× | 0.19× | ||
| Q2 24 | 0.29× | 0.13× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $55.8M | — |
| 自由现金流率自由现金流/营收 | 7.8% | — |
| 资本支出强度资本支出/营收 | 9.0% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流ACAASB
| Q1 26 | — | — | ||
| Q4 25 | $120.0M | $218.1M | ||
| Q3 25 | $160.6M | $158.0M | ||
| Q2 25 | $61.2M | $141.5M | ||
| Q1 25 | $-700.0K | $98.2M | ||
| Q4 24 | $248.2M | $207.1M | ||
| Q3 24 | $135.0M | $105.1M | ||
| Q2 24 | $38.3M | $113.5M |
自由现金流ACAASB
| Q1 26 | — | — | ||
| Q4 25 | $55.8M | — | ||
| Q3 25 | $121.0M | — | ||
| Q2 25 | $33.4M | — | ||
| Q1 25 | $-34.7M | — | ||
| Q4 24 | $194.9M | — | ||
| Q3 24 | $100.6M | — | ||
| Q2 24 | $-9.3M | — |
自由现金流率ACAASB
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | — | ||
| Q3 25 | 15.2% | — | ||
| Q2 25 | 4.5% | — | ||
| Q1 25 | -5.5% | — | ||
| Q4 24 | 29.3% | — | ||
| Q3 24 | 15.7% | — | ||
| Q2 24 | -1.4% | — |
资本支出强度ACAASB
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | — | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | 8.0% | — | ||
| Q3 24 | 5.4% | — | ||
| Q2 24 | 7.2% | — |
现金转化率ACAASB
| Q1 26 | — | — | ||
| Q4 25 | 2.30× | 1.59× | ||
| Q3 25 | 2.20× | 1.27× | ||
| Q2 25 | 1.03× | 1.27× | ||
| Q1 25 | -0.03× | 0.97× | ||
| Q4 24 | — | — | ||
| Q3 24 | 8.13× | 1.19× | ||
| Q2 24 | 0.84× | 0.98× |
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% |
ASB
| Net Interest Income | $307.2M | 80% |
| Noninterest Income | $75.9M | 20% |
