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Arcosa, Inc.（ACA）与Axos Financial, Inc.（AX）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Axos Financial, Inc.的1.9倍（$716.7M vs $385.1M），Axos Financial, Inc.净利率更高（33.3% vs 7.3%，领先26.1%），Axos Financial, Inc.同比增速更快（25.1% vs 7.6%），Axos Financial, Inc.自由现金流更多（$85.4M vs $55.8M），过去两年Axos Financial, Inc.的营收复合增速更高（14.3% vs 9.4%）
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。
Axos Financial是总部位于美国内华达州拉斯维加斯的银行控股公司，旗下拥有直销银行Axos Bank，同时提供注册投资顾问服务及电子交易平台，深耕数字化金融赛道，可为用户提供多元便捷的金融服务解决方案。
ACA vs AX — 直观对比
营收规模更大
ACA
是对方的1.9倍
$385.1M
营收增速更快
AX
高出17.5%
7.6%
净利率更高
AX
高出26.1%
7.3%
自由现金流更多
AX
多$29.6M
$55.8M
两年增速更快
AX
近两年复合增速
9.4%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $385.1M |
| 净利润 | $52.1M | $128.4M |
| 毛利率 | 22.9% | — |
| 营业利润率 | 11.0% | 45.6% |
| 净利率 | 7.3% | 33.3% |
| 营收同比 | 7.6% | 25.1% |
| 净利润同比 | 776.6% | 22.6% |
| 每股收益（稀释后） | $1.06 | $2.22 |
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ACAAX
| Q4 25 | $716.7M | $385.1M | ||
| Q3 25 | $797.8M | $323.4M | ||
| Q2 25 | $736.9M | $321.4M | ||
| Q1 25 | $632.0M | $308.8M | ||
| Q4 24 | $666.2M | $307.9M | ||
| Q3 24 | $640.4M | $320.7M | ||
| Q2 24 | $664.7M | $290.9M | ||
| Q1 24 | $598.6M | $294.8M |
净利润ACAAX
| Q4 25 | $52.1M | $128.4M | ||
| Q3 25 | $73.0M | $112.4M | ||
| Q2 25 | $59.7M | $110.7M | ||
| Q1 25 | $23.6M | $105.2M | ||
| Q4 24 | $-7.7M | $104.7M | ||
| Q3 24 | $16.6M | $112.3M | ||
| Q2 24 | $45.6M | $104.9M | ||
| Q1 24 | $39.2M | $110.7M |
毛利率ACAAX
| 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% | — | ||
| Q1 24 | 18.6% | — |
营业利润率ACAAX
| Q4 25 | 11.0% | 45.6% | ||
| Q3 25 | 14.1% | 46.3% | ||
| Q2 25 | 12.9% | 48.5% | ||
| Q1 25 | 8.8% | 47.9% | ||
| Q4 24 | 6.5% | 48.8% | ||
| Q3 24 | 5.3% | 49.6% | ||
| Q2 24 | 10.1% | 49.6% | ||
| Q1 24 | 8.9% | 52.8% |
净利率ACAAX
| Q4 25 | 7.3% | 33.3% | ||
| Q3 25 | 9.2% | 34.7% | ||
| Q2 25 | 8.1% | 34.4% | ||
| Q1 25 | 3.7% | 34.1% | ||
| Q4 24 | -1.2% | 34.0% | ||
| Q3 24 | 2.6% | 35.0% | ||
| Q2 24 | 6.9% | 36.0% | ||
| Q1 24 | 6.5% | 37.6% |
每股收益（稀释后）ACAAX
| Q4 25 | $1.06 | $2.22 | ||
| Q3 25 | $1.48 | $1.94 | ||
| Q2 25 | $1.22 | $1.89 | ||
| Q1 25 | $0.48 | $1.81 | ||
| Q4 24 | $-0.16 | $1.80 | ||
| Q3 24 | $0.34 | $1.93 | ||
| Q2 24 | $0.93 | $1.75 | ||
| Q1 24 | $0.80 | $1.91 |
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 | $1.0B |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $2.6B | $2.9B |
| 总资产 | $5.0B | $28.2B |
| 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ACAAX
| Q4 25 | $214.6M | $1.0B | ||
| Q3 25 | $220.0M | $2.6B | ||
| Q2 25 | $189.7M | $1.9B | ||
| Q1 25 | $167.9M | $2.0B | ||
| Q4 24 | $187.3M | $2.4B | ||
| Q3 24 | $756.8M | $2.6B | ||
| Q2 24 | $103.7M | $2.0B | ||
| Q1 24 | $176.5M | $2.1B |
总债务ACAAX
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.7B | $312.7M | ||
| Q1 25 | $1.7B | $377.4M | ||
| Q4 24 | $1.7B | $358.7M | ||
| Q3 24 | $1.2B | $313.5M | ||
| Q2 24 | $699.9M | $325.7M | ||
| Q1 24 | $600.6M | $330.4M |
股东权益ACAAX
| Q4 25 | $2.6B | $2.9B | ||
| Q3 25 | $2.6B | $2.8B | ||
| Q2 25 | $2.5B | $2.7B | ||
| Q1 25 | $2.5B | $2.6B | ||
| Q4 24 | $2.4B | $2.5B | ||
| Q3 24 | $2.4B | $2.4B | ||
| Q2 24 | $2.4B | $2.3B | ||
| Q1 24 | $2.4B | $2.2B |
总资产ACAAX
| Q4 25 | $5.0B | $28.2B | ||
| Q3 25 | $5.1B | $27.4B | ||
| Q2 25 | $5.0B | $24.8B | ||
| Q1 25 | $4.9B | $24.0B | ||
| Q4 24 | $4.9B | $23.7B | ||
| Q3 24 | $4.4B | $23.6B | ||
| Q2 24 | $3.8B | $22.9B | ||
| Q1 24 | $3.7B | $22.6B |
负债/权益比ACAAX
| Q4 25 | 0.57× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.67× | 0.12× | ||
| Q1 25 | 0.68× | 0.14× | ||
| Q4 24 | 0.69× | 0.14× | ||
| Q3 24 | 0.51× | 0.13× | ||
| Q2 24 | 0.29× | 0.14× | ||
| Q1 24 | 0.25× | 0.15× |
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 | $104.1M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $85.4M |
| 自由现金流率自由现金流/营收 | 7.8% | 22.2% |
| 资本支出强度资本支出/营收 | 9.0% | 4.9% |
| 现金转化率经营现金流/净利润 | 2.30× | 0.81× |
| 过去12个月自由现金流最近4个季度 | $175.5M | $695.9M |
8季度趋势，按日历期对齐
经营现金流ACAAX
| Q4 25 | $120.0M | $104.1M | ||
| Q3 25 | $160.6M | $118.4M | ||
| Q2 25 | $61.2M | $490.3M | ||
| Q1 25 | $-700.0K | $73.7M | ||
| Q4 24 | $248.2M | $162.5M | ||
| Q3 24 | $135.0M | $70.8M | ||
| Q2 24 | $38.3M | $305.5M | ||
| Q1 24 | $80.5M | $115.8M |
自由现金流ACAAX
| Q4 25 | $55.8M | $85.4M | ||
| Q3 25 | $121.0M | $109.3M | ||
| Q2 25 | $33.4M | $436.1M | ||
| Q1 25 | $-34.7M | $65.1M | ||
| Q4 24 | $194.9M | $156.4M | ||
| Q3 24 | $100.6M | $53.0M | ||
| Q2 24 | $-9.3M | $269.5M | ||
| Q1 24 | $26.1M | $107.3M |
自由现金流率ACAAX
| Q4 25 | 7.8% | 22.2% | ||
| Q3 25 | 15.2% | 33.8% | ||
| Q2 25 | 4.5% | 135.7% | ||
| Q1 25 | -5.5% | 21.1% | ||
| Q4 24 | 29.3% | 50.8% | ||
| Q3 24 | 15.7% | 16.5% | ||
| Q2 24 | -1.4% | 92.6% | ||
| Q1 24 | 4.4% | 36.4% |
资本支出强度ACAAX
| Q4 25 | 9.0% | 4.9% | ||
| Q3 25 | 5.0% | 2.8% | ||
| Q2 25 | 3.8% | 16.9% | ||
| Q1 25 | 5.4% | 2.8% | ||
| Q4 24 | 8.0% | 2.0% | ||
| Q3 24 | 5.4% | 5.5% | ||
| Q2 24 | 7.2% | 12.4% | ||
| Q1 24 | 9.1% | 2.9% |
现金转化率ACAAX
| Q4 25 | 2.30× | 0.81× | ||
| Q3 25 | 2.20× | 1.05× | ||
| Q2 25 | 1.03× | 4.43× | ||
| Q1 25 | -0.03× | 0.70× | ||
| Q4 24 | — | 1.55× | ||
| Q3 24 | 8.13× | 0.63× | ||
| Q2 24 | 0.84× | 2.91× | ||
| Q1 24 | 2.05× | 1.05× |
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% |
AX
暂无分部数据
