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Arcosa, Inc.（ACA）与富兰克林电气（FELE）财务数据对比。点击上方公司名可切换其他公司
Arcosa, Inc.的季度营收约是富兰克林电气的1.4倍（$716.7M vs $500.4M），Arcosa, Inc.净利率更高（7.3% vs 6.9%，领先0.3%），富兰克林电气同比增速更快（9.9% vs 7.6%），过去两年Arcosa, Inc.的营收复合增速更高（9.4% vs -4.0%）
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。
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商，主营泵类、电机、驱动器及控制设备，产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡，在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地，为全球客户提供可靠的流体运输与能源管理解决方案。
ACA vs FELE — 直观对比
营收规模更大
ACA
是对方的1.4倍
$500.4M
营收增速更快
FELE
高出2.3%
7.6%
净利率更高
ACA
高出0.3%
6.9%
两年增速更快
ACA
近两年复合增速
-4.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $500.4M |
| 净利润 | $52.1M | $34.7M |
| 毛利率 | 22.9% | 35.0% |
| 营业利润率 | 11.0% | 9.6% |
| 净利率 | 7.3% | 6.9% |
| 营收同比 | 7.6% | 9.9% |
| 净利润同比 | 776.6% | 10.6% |
| 每股收益（稀释后） | $1.06 | $0.77 |
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ACAFELE
| Q1 26 | — | $500.4M | ||
| Q4 25 | $716.7M | $506.9M | ||
| Q3 25 | $797.8M | $581.7M | ||
| Q2 25 | $736.9M | $587.4M | ||
| Q1 25 | $632.0M | $455.2M | ||
| Q4 24 | $666.2M | $485.7M | ||
| Q3 24 | $640.4M | $531.4M | ||
| Q2 24 | $664.7M | $543.3M |
净利润ACAFELE
| Q1 26 | — | $34.7M | ||
| Q4 25 | $52.1M | $39.3M | ||
| Q3 25 | $73.0M | $16.7M | ||
| Q2 25 | $59.7M | $60.1M | ||
| Q1 25 | $23.6M | $31.0M | ||
| Q4 24 | $-7.7M | $33.7M | ||
| Q3 24 | $16.6M | $54.6M | ||
| Q2 24 | $45.6M | $59.1M |
毛利率ACAFELE
| Q1 26 | — | 35.0% | ||
| Q4 25 | 22.9% | 33.8% | ||
| Q3 25 | 24.1% | 35.9% | ||
| Q2 25 | 22.5% | 36.1% | ||
| Q1 25 | 19.8% | 36.0% | ||
| Q4 24 | 19.3% | 33.8% | ||
| Q3 24 | 21.3% | 35.7% | ||
| Q2 24 | 20.8% | 36.8% |
营业利润率ACAFELE
| Q1 26 | — | 9.6% | ||
| Q4 25 | 11.0% | 10.2% | ||
| Q3 25 | 14.1% | 14.6% | ||
| Q2 25 | 12.9% | 15.0% | ||
| Q1 25 | 8.8% | 9.7% | ||
| Q4 24 | 6.5% | 8.9% | ||
| Q3 24 | 5.3% | 13.8% | ||
| Q2 24 | 10.1% | 14.6% |
净利率ACAFELE
| Q1 26 | — | 6.9% | ||
| Q4 25 | 7.3% | 7.7% | ||
| Q3 25 | 9.2% | 2.9% | ||
| Q2 25 | 8.1% | 10.2% | ||
| Q1 25 | 3.7% | 6.8% | ||
| Q4 24 | -1.2% | 6.9% | ||
| Q3 24 | 2.6% | 10.3% | ||
| Q2 24 | 6.9% | 10.9% |
每股收益（稀释后）ACAFELE
| Q1 26 | — | $0.77 | ||
| Q4 25 | $1.06 | $0.87 | ||
| Q3 25 | $1.48 | $0.37 | ||
| Q2 25 | $1.22 | $1.31 | ||
| Q1 25 | $0.48 | $0.67 | ||
| Q4 24 | $-0.16 | $0.73 | ||
| Q3 24 | $0.34 | $1.17 | ||
| Q2 24 | $0.93 | $1.26 |
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 | $80.4M |
| 总债务越低越好 | $1.5B | $134.4M |
| 股东权益账面价值 | $2.6B | $1.3B |
| 总资产 | $5.0B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.57× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资ACAFELE
| Q1 26 | — | $80.4M | ||
| Q4 25 | $214.6M | $99.7M | ||
| Q3 25 | $220.0M | $102.9M | ||
| Q2 25 | $189.7M | $104.6M | ||
| Q1 25 | $167.9M | $84.0M | ||
| Q4 24 | $187.3M | $220.5M | ||
| Q3 24 | $756.8M | $106.3M | ||
| Q2 24 | $103.7M | $58.1M |
总债务ACAFELE
| Q1 26 | — | $134.4M | ||
| Q4 25 | $1.5B | $135.2M | ||
| Q3 25 | $1.6B | $135.2M | ||
| Q2 25 | $1.7B | $14.5M | ||
| Q1 25 | $1.7B | $14.9M | ||
| Q4 24 | $1.7B | $11.6M | ||
| Q3 24 | $1.2B | $11.6M | ||
| Q2 24 | $699.9M | $87.2M |
股东权益ACAFELE
| Q1 26 | — | $1.3B | ||
| Q4 25 | $2.6B | $1.3B | ||
| Q3 25 | $2.6B | $1.3B | ||
| Q2 25 | $2.5B | $1.3B | ||
| Q1 25 | $2.5B | $1.3B | ||
| Q4 24 | $2.4B | $1.3B | ||
| Q3 24 | $2.4B | $1.3B | ||
| Q2 24 | $2.4B | $1.2B |
总资产ACAFELE
| Q1 26 | — | $2.0B | ||
| Q4 25 | $5.0B | $1.9B | ||
| Q3 25 | $5.1B | $2.0B | ||
| Q2 25 | $5.0B | $2.0B | ||
| Q1 25 | $4.9B | $1.9B | ||
| Q4 24 | $4.9B | $1.8B | ||
| Q3 24 | $4.4B | $1.8B | ||
| Q2 24 | $3.8B | $1.8B |
负债/权益比ACAFELE
| Q1 26 | — | 0.10× | ||
| Q4 25 | 0.57× | 0.10× | ||
| Q3 25 | 0.61× | 0.10× | ||
| Q2 25 | 0.67× | 0.01× | ||
| Q1 25 | 0.68× | 0.01× | ||
| Q4 24 | 0.69× | 0.01× | ||
| Q3 24 | 0.51× | 0.01× | ||
| Q2 24 | 0.29× | 0.07× |
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ACAFELE
| Q1 26 | — | — | ||
| Q4 25 | $120.0M | $104.2M | ||
| Q3 25 | $160.6M | $102.7M | ||
| Q2 25 | $61.2M | $51.5M | ||
| Q1 25 | $-700.0K | $-19.5M | ||
| Q4 24 | $248.2M | $110.3M | ||
| Q3 24 | $135.0M | $116.1M | ||
| Q2 24 | $38.3M | $36.4M |
自由现金流ACAFELE
| Q1 26 | — | — | ||
| Q4 25 | $55.8M | $88.7M | ||
| Q3 25 | $121.0M | $91.3M | ||
| Q2 25 | $33.4M | $39.9M | ||
| Q1 25 | $-34.7M | $-26.3M | ||
| Q4 24 | $194.9M | $97.5M | ||
| Q3 24 | $100.6M | $106.6M | ||
| Q2 24 | $-9.3M | $26.1M |
自由现金流率ACAFELE
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 17.5% | ||
| Q3 25 | 15.2% | 15.7% | ||
| Q2 25 | 4.5% | 6.8% | ||
| Q1 25 | -5.5% | -5.8% | ||
| Q4 24 | 29.3% | 20.1% | ||
| Q3 24 | 15.7% | 20.1% | ||
| Q2 24 | -1.4% | 4.8% |
资本支出强度ACAFELE
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | 3.1% | ||
| Q3 25 | 5.0% | 2.0% | ||
| Q2 25 | 3.8% | 2.0% | ||
| Q1 25 | 5.4% | 1.5% | ||
| Q4 24 | 8.0% | 2.6% | ||
| Q3 24 | 5.4% | 1.8% | ||
| Q2 24 | 7.2% | 1.9% |
现金转化率ACAFELE
| Q1 26 | — | — | ||
| Q4 25 | 2.30× | 2.65× | ||
| Q3 25 | 2.20× | 6.14× | ||
| Q2 25 | 1.03× | 0.86× | ||
| Q1 25 | -0.03× | -0.63× | ||
| Q4 24 | — | 3.28× | ||
| Q3 24 | 8.13× | 2.13× | ||
| Q2 24 | 0.84× | 0.62× |
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% |
FELE
暂无分部数据
