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Arcosa, Inc.（ACA）与因塞特（INCY）财务数据对比。点击上方公司名可切换其他公司
因塞特的季度营收约是Arcosa, Inc.的1.8倍（$1.3B vs $716.7M），因塞特净利率更高（23.8% vs 7.3%，领先16.6%），因塞特同比增速更快（19.8% vs 7.6%），过去两年因塞特的营收复合增速更高（10.4% 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。
因塞特是总部位于美国特拉华州威尔明顿的跨国制药企业，目前在北美、欧洲及亚洲多地设有生产基地与研发中心，专注于创新药物的研发、生产及商业化，为全球患者提供优质的治疗选择。
ACA vs INCY — 直观对比
营收规模更大
INCY
是对方的1.8倍
$716.7M
营收增速更快
INCY
高出12.2%
7.6%
净利率更高
INCY
高出16.6%
7.3%
两年增速更快
INCY
近两年复合增速
9.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $1.3B |
| 净利润 | $52.1M | $303.3M |
| 毛利率 | 22.9% | — |
| 营业利润率 | 11.0% | 23.7% |
| 净利率 | 7.3% | 23.8% |
| 营收同比 | 7.6% | 19.8% |
| 净利润同比 | 776.6% | 91.7% |
| 每股收益（稀释后） | $1.06 | $1.47 |
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ACAINCY
| Q1 26 | — | $1.3B | ||
| Q4 25 | $716.7M | $1.5B | ||
| Q3 25 | $797.8M | $1.4B | ||
| Q2 25 | $736.9M | $1.2B | ||
| Q1 25 | $632.0M | $1.1B | ||
| Q4 24 | $666.2M | $1.2B | ||
| Q3 24 | $640.4M | $1.1B | ||
| Q2 24 | $664.7M | $1.0B |
净利润ACAINCY
| Q1 26 | — | $303.3M | ||
| Q4 25 | $52.1M | $299.3M | ||
| Q3 25 | $73.0M | $424.2M | ||
| Q2 25 | $59.7M | $405.0M | ||
| Q1 25 | $23.6M | $158.2M | ||
| Q4 24 | $-7.7M | $201.2M | ||
| Q3 24 | $16.6M | $106.5M | ||
| Q2 24 | $45.6M | $-444.6M |
毛利率ACAINCY
| Q1 26 | — | — | ||
| Q4 25 | 22.9% | 92.0% | ||
| Q3 25 | 24.1% | 92.8% | ||
| Q2 25 | 22.5% | 93.5% | ||
| Q1 25 | 19.8% | 93.0% | ||
| Q4 24 | 19.3% | 92.5% | ||
| Q3 24 | 21.3% | 92.4% | ||
| Q2 24 | 20.8% | 92.7% |
营业利润率ACAINCY
| Q1 26 | — | 23.7% | ||
| Q4 25 | 11.0% | 22.3% | ||
| Q3 25 | 14.1% | 32.5% | ||
| Q2 25 | 12.9% | 43.6% | ||
| Q1 25 | 8.8% | 19.5% | ||
| Q4 24 | 6.5% | 25.6% | ||
| Q3 24 | 5.3% | 12.8% | ||
| Q2 24 | 10.1% | -45.8% |
净利率ACAINCY
| Q1 26 | — | 23.8% | ||
| Q4 25 | 7.3% | 19.9% | ||
| Q3 25 | 9.2% | 31.1% | ||
| Q2 25 | 8.1% | 33.3% | ||
| Q1 25 | 3.7% | 15.0% | ||
| Q4 24 | -1.2% | 17.1% | ||
| Q3 24 | 2.6% | 9.4% | ||
| Q2 24 | 6.9% | -42.6% |
每股收益（稀释后）ACAINCY
| Q1 26 | — | $1.47 | ||
| Q4 25 | $1.06 | $1.46 | ||
| Q3 25 | $1.48 | $2.11 | ||
| Q2 25 | $1.22 | $2.04 | ||
| Q1 25 | $0.48 | $0.80 | ||
| Q4 24 | $-0.16 | $0.90 | ||
| Q3 24 | $0.34 | $0.54 | ||
| Q2 24 | $0.93 | $-2.04 |
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 | $5.6B |
| 总资产 | $5.0B | $7.3B |
| 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ACAINCY
| Q1 26 | — | — | ||
| Q4 25 | $214.6M | $3.1B | ||
| Q3 25 | $220.0M | $2.5B | ||
| Q2 25 | $189.7M | $2.0B | ||
| Q1 25 | $167.9M | $1.9B | ||
| Q4 24 | $187.3M | $1.7B | ||
| Q3 24 | $756.8M | $1.3B | ||
| Q2 24 | $103.7M | $987.3M |
总债务ACAINCY
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $699.9M | — |
股东权益ACAINCY
| Q1 26 | — | $5.6B | ||
| Q4 25 | $2.6B | $5.2B | ||
| Q3 25 | $2.6B | $4.7B | ||
| Q2 25 | $2.5B | $4.2B | ||
| Q1 25 | $2.5B | $3.7B | ||
| Q4 24 | $2.4B | $3.4B | ||
| Q3 24 | $2.4B | $3.2B | ||
| Q2 24 | $2.4B | $3.0B |
总资产ACAINCY
| Q1 26 | — | $7.3B | ||
| Q4 25 | $5.0B | $7.0B | ||
| Q3 25 | $5.1B | $6.3B | ||
| Q2 25 | $5.0B | $5.8B | ||
| Q1 25 | $4.9B | $5.7B | ||
| Q4 24 | $4.9B | $5.4B | ||
| Q3 24 | $4.4B | $5.0B | ||
| Q2 24 | $3.8B | $4.7B |
负债/权益比ACAINCY
| Q1 26 | — | — | ||
| 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× | — |
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ACAINCY
| Q1 26 | — | — | ||
| Q4 25 | $120.0M | $543.3M | ||
| Q3 25 | $160.6M | $559.4M | ||
| Q2 25 | $61.2M | $44.7M | ||
| Q1 25 | $-700.0K | $266.1M | ||
| Q4 24 | $248.2M | $381.2M | ||
| Q3 24 | $135.0M | $310.9M | ||
| Q2 24 | $38.3M | $-575.6M |
自由现金流ACAINCY
| 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ACAINCY
| 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ACAINCY
| 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ACAINCY
| Q1 26 | — | — | ||
| Q4 25 | 2.30× | 1.82× | ||
| Q3 25 | 2.20× | 1.32× | ||
| Q2 25 | 1.03× | 0.11× | ||
| Q1 25 | -0.03× | 1.68× | ||
| Q4 24 | — | 1.89× | ||
| Q3 24 | 8.13× | 2.92× | ||
| 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% |
INCY
暂无分部数据
