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Arcosa, Inc.（ACA）与科睿唯安（CLVT）财务数据对比。点击上方公司名可切换其他公司
Arcosa, Inc.的季度营收约是科睿唯安的1.2倍（$716.7M vs $585.5M），Arcosa, Inc.净利率更高（7.3% vs -6.9%，领先14.1%），Arcosa, Inc.同比增速更快（7.6% vs -1.4%），科睿唯安自由现金流更多（$78.9M vs $55.8M），过去两年Arcosa, Inc.的营收复合增速更高（9.4% vs -5.1%）
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。
科睿唯安是一家英美合资的上市分析服务企业，主要提供订阅制信息服务，覆盖文献计量、科学计量、商业与市场情报领域，同时为医药、生物科技行业提供专利、监管合规相关的竞争分析，也提供商标保护、域名与品牌保护服务，旗下Web of Science产品系列还负责计算学术期刊的影响因子。
ACA vs CLVT — 直观对比
营收规模更大
ACA
是对方的1.2倍
$585.5M
营收增速更快
ACA
高出9.0%
-1.4%
净利率更高
ACA
高出14.1%
-6.9%
自由现金流更多
CLVT
多$23.1M
$55.8M
两年增速更快
ACA
近两年复合增速
-5.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $585.5M |
| 净利润 | $52.1M | $-40.2M |
| 毛利率 | 22.9% | 67.2% |
| 营业利润率 | 11.0% | 5.2% |
| 净利率 | 7.3% | -6.9% |
| 营收同比 | 7.6% | -1.4% |
| 净利润同比 | 776.6% | 61.3% |
| 每股收益（稀释后） | $1.06 | $-0.06 |
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ACACLVT
| Q1 26 | — | $585.5M | ||
| Q4 25 | $716.7M | $617.0M | ||
| Q3 25 | $797.8M | $623.1M | ||
| Q2 25 | $736.9M | $621.4M | ||
| Q1 25 | $632.0M | $593.7M | ||
| Q4 24 | $666.2M | $663.0M | ||
| Q3 24 | $640.4M | $622.2M | ||
| Q2 24 | $664.7M | $650.3M |
净利润ACACLVT
| Q1 26 | — | $-40.2M | ||
| Q4 25 | $52.1M | $3.1M | ||
| Q3 25 | $73.0M | $-28.3M | ||
| Q2 25 | $59.7M | $-72.0M | ||
| Q1 25 | $23.6M | $-103.9M | ||
| Q4 24 | $-7.7M | $-191.8M | ||
| Q3 24 | $16.6M | $-65.6M | ||
| Q2 24 | $45.6M | $-304.3M |
毛利率ACACLVT
| Q1 26 | — | 67.2% | ||
| Q4 25 | 22.9% | 66.8% | ||
| Q3 25 | 24.1% | 65.0% | ||
| Q2 25 | 22.5% | 67.2% | ||
| Q1 25 | 19.8% | 65.1% | ||
| Q4 24 | 19.3% | 65.7% | ||
| Q3 24 | 21.3% | 66.2% | ||
| Q2 24 | 20.8% | 67.2% |
营业利润率ACACLVT
| Q1 26 | — | 5.2% | ||
| Q4 25 | 11.0% | 6.7% | ||
| Q3 25 | 14.1% | 7.1% | ||
| Q2 25 | 12.9% | 1.1% | ||
| Q1 25 | 8.8% | -3.5% | ||
| Q4 24 | 6.5% | -9.4% | ||
| Q3 24 | 5.3% | 3.5% | ||
| Q2 24 | 10.1% | -36.9% |
净利率ACACLVT
| Q1 26 | — | -6.9% | ||
| Q4 25 | 7.3% | 0.5% | ||
| Q3 25 | 9.2% | -4.5% | ||
| Q2 25 | 8.1% | -11.6% | ||
| Q1 25 | 3.7% | -17.5% | ||
| Q4 24 | -1.2% | -28.9% | ||
| Q3 24 | 2.6% | -10.5% | ||
| Q2 24 | 6.9% | -46.8% |
每股收益（稀释后）ACACLVT
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $1.06 | $0.00 | ||
| Q3 25 | $1.48 | $-0.04 | ||
| Q2 25 | $1.22 | $-0.11 | ||
| Q1 25 | $0.48 | $-0.15 | ||
| Q4 24 | $-0.16 | $-0.27 | ||
| Q3 24 | $0.34 | $-0.09 | ||
| Q2 24 | $0.93 | $-0.46 |
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 | $4.3B |
| 股东权益账面价值 | $2.6B | $4.8B |
| 总资产 | $5.0B | $10.9B |
| 负债/权益比越低杠杆越低 | 0.57× | 0.89× |
8季度趋势，按日历期对齐
现金及短期投资ACACLVT
| Q1 26 | — | — | ||
| Q4 25 | $214.6M | $329.2M | ||
| Q3 25 | $220.0M | $318.7M | ||
| Q2 25 | $189.7M | $362.6M | ||
| Q1 25 | $167.9M | $354.0M | ||
| Q4 24 | $187.3M | $295.2M | ||
| Q3 24 | $756.8M | $388.5M | ||
| Q2 24 | $103.7M | $376.4M |
总债务ACACLVT
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.5B | $4.3B | ||
| Q3 25 | $1.6B | $4.4B | ||
| Q2 25 | $1.7B | $4.5B | ||
| Q1 25 | $1.7B | $4.5B | ||
| Q4 24 | $1.7B | $4.5B | ||
| Q3 24 | $1.2B | $4.6B | ||
| Q2 24 | $699.9M | $4.6B |
股东权益ACACLVT
| Q1 26 | — | $4.8B | ||
| Q4 25 | $2.6B | $4.8B | ||
| Q3 25 | $2.6B | $4.9B | ||
| Q2 25 | $2.5B | $5.0B | ||
| Q1 25 | $2.5B | $5.0B | ||
| Q4 24 | $2.4B | $5.1B | ||
| Q3 24 | $2.4B | $5.5B | ||
| Q2 24 | $2.4B | $5.6B |
总资产ACACLVT
| Q1 26 | — | $10.9B | ||
| Q4 25 | $5.0B | $11.1B | ||
| Q3 25 | $5.1B | $11.2B | ||
| Q2 25 | $5.0B | $11.4B | ||
| Q1 25 | $4.9B | $11.5B | ||
| Q4 24 | $4.9B | $11.5B | ||
| Q3 24 | $4.4B | $12.0B | ||
| Q2 24 | $3.8B | $12.1B |
负债/权益比ACACLVT
| Q1 26 | — | 0.89× | ||
| Q4 25 | 0.57× | 0.89× | ||
| Q3 25 | 0.61× | 0.90× | ||
| Q2 25 | 0.67× | 0.90× | ||
| Q1 25 | 0.68× | 0.90× | ||
| Q4 24 | 0.69× | 0.88× | ||
| Q3 24 | 0.51× | 0.84× | ||
| Q2 24 | 0.29× | 0.83× |
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 | $134.7M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $78.9M |
| 自由现金流率自由现金流/营收 | 7.8% | 13.5% |
| 资本支出强度资本支出/营收 | 9.0% | 9.5% |
| 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 | $333.9M |
8季度趋势，按日历期对齐
经营现金流ACACLVT
| Q1 26 | — | $134.7M | ||
| Q4 25 | $120.0M | $159.9M | ||
| Q3 25 | $160.6M | $181.1M | ||
| Q2 25 | $61.2M | $116.3M | ||
| Q1 25 | $-700.0K | $171.2M | ||
| Q4 24 | $248.2M | $141.3M | ||
| Q3 24 | $135.0M | $202.9M | ||
| Q2 24 | $38.3M | $126.2M |
自由现金流ACACLVT
| Q1 26 | — | $78.9M | ||
| Q4 25 | $55.8M | $89.2M | ||
| Q3 25 | $121.0M | $115.5M | ||
| Q2 25 | $33.4M | $50.3M | ||
| Q1 25 | $-34.7M | $110.3M | ||
| Q4 24 | $194.9M | $59.1M | ||
| Q3 24 | $100.6M | $126.3M | ||
| Q2 24 | $-9.3M | $60.3M |
自由现金流率ACACLVT
| Q1 26 | — | 13.5% | ||
| Q4 25 | 7.8% | 14.5% | ||
| Q3 25 | 15.2% | 18.5% | ||
| Q2 25 | 4.5% | 8.1% | ||
| Q1 25 | -5.5% | 18.6% | ||
| Q4 24 | 29.3% | 8.9% | ||
| Q3 24 | 15.7% | 20.3% | ||
| Q2 24 | -1.4% | 9.3% |
资本支出强度ACACLVT
| Q1 26 | — | 9.5% | ||
| Q4 25 | 9.0% | 11.5% | ||
| Q3 25 | 5.0% | 10.5% | ||
| Q2 25 | 3.8% | 10.6% | ||
| Q1 25 | 5.4% | 10.3% | ||
| Q4 24 | 8.0% | 12.4% | ||
| Q3 24 | 5.4% | 12.3% | ||
| Q2 24 | 7.2% | 10.1% |
现金转化率ACACLVT
| Q1 26 | — | — | ||
| Q4 25 | 2.30× | 51.58× | ||
| Q3 25 | 2.20× | — | ||
| Q2 25 | 1.03× | — | ||
| Q1 25 | -0.03× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 8.13× | — | ||
| Q2 24 | 0.84× | — |
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% |
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
