vs
Arcosa, Inc.（ACA）与Fair Isaac（FICO）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Fair Isaac的1.4倍（$716.7M vs $512.0M），Fair Isaac净利率更高（30.9% vs 7.3%，领先23.7%），Fair Isaac同比增速更快（16.4% vs 7.6%），Fair Isaac自由现金流更多（$173.9M vs $55.8M），过去两年Arcosa, Inc.的营收复合增速更高（9.4% vs 8.6%）
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。
FICO（原Fair, Isaac and Company）是美国知名数据分析企业，1956年由比尔·费尔与厄尔·艾萨克创立，总部位于蒙大拿州博兹曼市，核心业务为信用评分服务，其推出的FICO信用分是评估消费者信贷风险的重要指标，目前已被美国消费信贷行业广泛采用。
ACA vs FICO — 直观对比
营收规模更大
ACA
是对方的1.4倍
$512.0M
营收增速更快
FICO
高出8.8%
7.6%
净利率更高
FICO
高出23.7%
7.3%
自由现金流更多
FICO
多$118.1M
$55.8M
两年增速更快
ACA
近两年复合增速
8.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $512.0M |
| 净利润 | $52.1M | $158.4M |
| 毛利率 | 22.9% | 83.0% |
| 营业利润率 | 11.0% | 45.7% |
| 净利率 | 7.3% | 30.9% |
| 营收同比 | 7.6% | 16.4% |
| 净利润同比 | 776.6% | 3.8% |
| 每股收益（稀释后） | $1.06 | $6.61 |
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ACAFICO
| Q4 25 | $716.7M | $512.0M | ||
| Q3 25 | $797.8M | $515.8M | ||
| Q2 25 | $736.9M | $536.4M | ||
| Q1 25 | $632.0M | $498.7M | ||
| Q4 24 | $666.2M | $440.0M | ||
| Q3 24 | $640.4M | $453.8M | ||
| Q2 24 | $664.7M | $447.8M | ||
| Q1 24 | $598.6M | $433.8M |
净利润ACAFICO
| Q4 25 | $52.1M | $158.4M | ||
| Q3 25 | $73.0M | $155.0M | ||
| Q2 25 | $59.7M | $181.8M | ||
| Q1 25 | $23.6M | $162.6M | ||
| Q4 24 | $-7.7M | $152.5M | ||
| Q3 24 | $16.6M | $135.7M | ||
| Q2 24 | $45.6M | $126.3M | ||
| Q1 24 | $39.2M | $129.8M |
毛利率ACAFICO
| Q4 25 | 22.9% | 83.0% | ||
| Q3 25 | 24.1% | 82.3% | ||
| Q2 25 | 22.5% | 83.7% | ||
| Q1 25 | 19.8% | 82.4% | ||
| Q4 24 | 19.3% | 80.1% | ||
| Q3 24 | 21.3% | 80.3% | ||
| Q2 24 | 20.8% | 80.3% | ||
| Q1 24 | 18.6% | 80.0% |
营业利润率ACAFICO
| Q4 25 | 11.0% | 45.7% | ||
| Q3 25 | 14.1% | 46.0% | ||
| Q2 25 | 12.9% | 48.9% | ||
| Q1 25 | 8.8% | 49.3% | ||
| Q4 24 | 6.5% | 40.8% | ||
| Q3 24 | 5.3% | 43.4% | ||
| Q2 24 | 10.1% | 42.5% | ||
| Q1 24 | 8.9% | 44.9% |
净利率ACAFICO
| Q4 25 | 7.3% | 30.9% | ||
| Q3 25 | 9.2% | 30.1% | ||
| Q2 25 | 8.1% | 33.9% | ||
| Q1 25 | 3.7% | 32.6% | ||
| Q4 24 | -1.2% | 34.7% | ||
| Q3 24 | 2.6% | 29.9% | ||
| Q2 24 | 6.9% | 28.2% | ||
| Q1 24 | 6.5% | 29.9% |
每股收益（稀释后）ACAFICO
| Q4 25 | $1.06 | $6.61 | ||
| Q3 25 | $1.48 | $6.41 | ||
| Q2 25 | $1.22 | $7.40 | ||
| Q1 25 | $0.48 | $6.59 | ||
| Q4 24 | $-0.16 | $6.14 | ||
| Q3 24 | $0.34 | $5.44 | ||
| Q2 24 | $0.93 | $5.05 | ||
| Q1 24 | $0.80 | $5.16 |
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 | $162.0M |
| 总债务越低越好 | $1.5B | $3.2B |
| 股东权益账面价值 | $2.6B | $-1.8B |
| 总资产 | $5.0B | $1.9B |
| 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ACAFICO
| Q4 25 | $214.6M | $162.0M | ||
| Q3 25 | $220.0M | $134.1M | ||
| Q2 25 | $189.7M | $189.0M | ||
| Q1 25 | $167.9M | $146.6M | ||
| Q4 24 | $187.3M | $184.3M | ||
| Q3 24 | $756.8M | $150.7M | ||
| Q2 24 | $103.7M | $156.0M | ||
| Q1 24 | $176.5M | $135.7M |
总债务ACAFICO
| Q4 25 | $1.5B | $3.2B | ||
| Q3 25 | $1.6B | $3.1B | ||
| Q2 25 | $1.7B | $2.8B | ||
| Q1 25 | $1.7B | $2.5B | ||
| Q4 24 | $1.7B | $2.4B | ||
| Q3 24 | $1.2B | $2.2B | ||
| Q2 24 | $699.9M | $2.1B | ||
| Q1 24 | $600.6M | $2.0B |
股东权益ACAFICO
| Q4 25 | $2.6B | $-1.8B | ||
| Q3 25 | $2.6B | $-1.7B | ||
| Q2 25 | $2.5B | $-1.4B | ||
| Q1 25 | $2.5B | $-1.1B | ||
| Q4 24 | $2.4B | $-1.1B | ||
| Q3 24 | $2.4B | $-962.7M | ||
| Q2 24 | $2.4B | $-829.3M | ||
| Q1 24 | $2.4B | $-735.7M |
总资产ACAFICO
| Q4 25 | $5.0B | $1.9B | ||
| Q3 25 | $5.1B | $1.9B | ||
| Q2 25 | $5.0B | $1.9B | ||
| Q1 25 | $4.9B | $1.8B | ||
| Q4 24 | $4.9B | $1.7B | ||
| Q3 24 | $4.4B | $1.7B | ||
| Q2 24 | $3.8B | $1.7B | ||
| Q1 24 | $3.7B | $1.7B |
负债/权益比ACAFICO
| Q4 25 | 0.57× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.67× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.69× | — | ||
| Q3 24 | 0.51× | — | ||
| Q2 24 | 0.29× | — | ||
| Q1 24 | 0.25× | — |
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 | $174.1M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $173.9M |
| 自由现金流率自由现金流/营收 | 7.8% | 34.0% |
| 资本支出强度资本支出/营收 | 9.0% | 0.0% |
| 现金转化率经营现金流/净利润 | 2.30× | 1.10× |
| 过去12个月自由现金流最近4个季度 | $175.5M | $750.6M |
8季度趋势，按日历期对齐
经营现金流ACAFICO
| Q4 25 | $120.0M | $174.1M | ||
| Q3 25 | $160.6M | $223.7M | ||
| Q2 25 | $61.2M | $286.2M | ||
| Q1 25 | $-700.0K | $74.9M | ||
| Q4 24 | $248.2M | $194.0M | ||
| Q3 24 | $135.0M | $226.5M | ||
| Q2 24 | $38.3M | $213.3M | ||
| Q1 24 | $80.5M | $71.0M |
自由现金流ACAFICO
| Q4 25 | $55.8M | $173.9M | ||
| Q3 25 | $121.0M | $219.5M | ||
| Q2 25 | $33.4M | $284.4M | ||
| Q1 25 | $-34.7M | $72.8M | ||
| Q4 24 | $194.9M | $193.2M | ||
| Q3 24 | $100.6M | $224.7M | ||
| Q2 24 | $-9.3M | $211.6M | ||
| Q1 24 | $26.1M | $67.0M |
自由现金流率ACAFICO
| Q4 25 | 7.8% | 34.0% | ||
| Q3 25 | 15.2% | 42.6% | ||
| Q2 25 | 4.5% | 53.0% | ||
| Q1 25 | -5.5% | 14.6% | ||
| Q4 24 | 29.3% | 43.9% | ||
| Q3 24 | 15.7% | 49.5% | ||
| Q2 24 | -1.4% | 47.2% | ||
| Q1 24 | 4.4% | 15.4% |
资本支出强度ACAFICO
| Q4 25 | 9.0% | 0.0% | ||
| Q3 25 | 5.0% | 0.8% | ||
| Q2 25 | 3.8% | 0.3% | ||
| Q1 25 | 5.4% | 0.4% | ||
| Q4 24 | 8.0% | 0.2% | ||
| Q3 24 | 5.4% | 0.4% | ||
| Q2 24 | 7.2% | 0.4% | ||
| Q1 24 | 9.1% | 0.9% |
现金转化率ACAFICO
| Q4 25 | 2.30× | 1.10× | ||
| Q3 25 | 2.20× | 1.44× | ||
| Q2 25 | 1.03× | 1.57× | ||
| Q1 25 | -0.03× | 0.46× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | 8.13× | 1.67× | ||
| Q2 24 | 0.84× | 1.69× | ||
| Q1 24 | 2.05× | 0.55× |
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% |
FICO
| Business To Business Scores | $248.6M | 49% |
| Saa S Products | $115.7M | 23% |
| Platform Software | $73.9M | 14% |
| Business To Consumer Scores | $55.9M | 11% |
| Technology Service | $19.2M | 4% |
