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Arcosa, Inc.（ACA）与大都会人寿（MET）财务数据对比。点击上方公司名可切换其他公司
Arcosa, Inc.的季度营收约是大都会人寿的1.2倍（$716.7M vs $600.0M），大都会人寿净利率更高（134.8% vs 7.3%，领先127.6%），大都会人寿同比增速更快（7.9% vs 7.6%），过去两年Arcosa, Inc.的营收复合增速更高（9.4% vs 2.0%）
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。
大都会人寿（MetLife）是全球规模领先的保险、年金及员工福利服务提供商之一，创立于1868年，业务覆盖超60个国家和地区，服务约9000万客户，2018年位列《财富》美国500强营收排行榜第43位。
ACA vs MET — 直观对比
营收规模更大
ACA
是对方的1.2倍
$600.0M
营收增速更快
MET
高出0.3%
7.6%
净利率更高
MET
高出127.6%
7.3%
两年增速更快
ACA
近两年复合增速
2.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $600.0M |
| 净利润 | $52.1M | $809.0M |
| 毛利率 | 22.9% | — |
| 营业利润率 | 11.0% | — |
| 净利率 | 7.3% | 134.8% |
| 营收同比 | 7.6% | 7.9% |
| 净利润同比 | 776.6% | -36.3% |
| 每股收益（稀释后） | $1.06 | $1.18 |
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ACAMET
| Q4 25 | $716.7M | $600.0M | ||
| Q3 25 | $797.8M | $621.0M | ||
| Q2 25 | $736.9M | $604.0M | ||
| Q1 25 | $632.0M | $611.0M | ||
| Q4 24 | $666.2M | $556.0M | ||
| Q3 24 | $640.4M | $554.0M | ||
| Q2 24 | $664.7M | $558.0M | ||
| Q1 24 | $598.6M | $577.0M |
净利润ACAMET
| Q4 25 | $52.1M | $809.0M | ||
| Q3 25 | $73.0M | $896.0M | ||
| Q2 25 | $59.7M | $729.0M | ||
| Q1 25 | $23.6M | $945.0M | ||
| Q4 24 | $-7.7M | $1.3B | ||
| Q3 24 | $16.6M | $1.3B | ||
| Q2 24 | $45.6M | $946.0M | ||
| Q1 24 | $39.2M | $867.0M |
毛利率ACAMET
| 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ACAMET
| Q4 25 | 11.0% | — | ||
| Q3 25 | 14.1% | — | ||
| Q2 25 | 12.9% | — | ||
| Q1 25 | 8.8% | — | ||
| Q4 24 | 6.5% | — | ||
| Q3 24 | 5.3% | — | ||
| Q2 24 | 10.1% | — | ||
| Q1 24 | 8.9% | — |
净利率ACAMET
| Q4 25 | 7.3% | 134.8% | ||
| Q3 25 | 9.2% | 144.3% | ||
| Q2 25 | 8.1% | 120.7% | ||
| Q1 25 | 3.7% | 154.7% | ||
| Q4 24 | -1.2% | 228.6% | ||
| Q3 24 | 2.6% | 242.2% | ||
| Q2 24 | 6.9% | 169.5% | ||
| Q1 24 | 6.5% | 150.3% |
每股收益（稀释后）ACAMET
| Q4 25 | $1.06 | $1.18 | ||
| Q3 25 | $1.48 | $1.22 | ||
| Q2 25 | $1.22 | $1.03 | ||
| Q1 25 | $0.48 | $1.28 | ||
| Q4 24 | $-0.16 | $1.75 | ||
| Q3 24 | $0.34 | $1.81 | ||
| Q2 24 | $0.93 | $1.28 | ||
| Q1 24 | $0.80 | $1.10 |
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 | $25.6B |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $2.6B | $28.4B |
| 总资产 | $5.0B | $745.2B |
| 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ACAMET
| Q4 25 | $214.6M | $25.6B | ||
| Q3 25 | $220.0M | $26.2B | ||
| Q2 25 | $189.7M | $27.5B | ||
| Q1 25 | $167.9M | $26.9B | ||
| Q4 24 | $187.3M | $25.2B | ||
| Q3 24 | $756.8M | $26.4B | ||
| Q2 24 | $103.7M | $24.6B | ||
| Q1 24 | $176.5M | $24.7B |
总债务ACAMET
| 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 | — | ||
| Q1 24 | $600.6M | — |
股东权益ACAMET
| Q4 25 | $2.6B | $28.4B | ||
| Q3 25 | $2.6B | $28.9B | ||
| Q2 25 | $2.5B | $27.7B | ||
| Q1 25 | $2.5B | $27.5B | ||
| Q4 24 | $2.4B | $27.4B | ||
| Q3 24 | $2.4B | $30.9B | ||
| Q2 24 | $2.4B | $27.3B | ||
| Q1 24 | $2.4B | $28.5B |
总资产ACAMET
| Q4 25 | $5.0B | $745.2B | ||
| Q3 25 | $5.1B | $719.7B | ||
| Q2 25 | $5.0B | $702.5B | ||
| Q1 25 | $4.9B | $688.3B | ||
| Q4 24 | $4.9B | $677.5B | ||
| Q3 24 | $4.4B | $705.0B | ||
| Q2 24 | $3.8B | $675.7B | ||
| Q1 24 | $3.7B | $677.6B |
负债/权益比ACAMET
| 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 | $7.1B |
| 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× | 8.75× |
| 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ACAMET
| Q4 25 | $120.0M | $7.1B | ||
| Q3 25 | $160.6M | $3.6B | ||
| Q2 25 | $61.2M | $2.2B | ||
| Q1 25 | $-700.0K | $4.3B | ||
| Q4 24 | $248.2M | $4.6B | ||
| Q3 24 | $135.0M | $4.2B | ||
| Q2 24 | $38.3M | $3.5B | ||
| Q1 24 | $80.5M | $2.3B |
自由现金流ACAMET
| 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 | — | ||
| Q1 24 | $26.1M | — |
自由现金流率ACAMET
| 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% | — | ||
| Q1 24 | 4.4% | — |
资本支出强度ACAMET
| 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% | — | ||
| Q1 24 | 9.1% | — |
现金转化率ACAMET
| Q4 25 | 2.30× | 8.75× | ||
| Q3 25 | 2.20× | 3.98× | ||
| Q2 25 | 1.03× | 3.00× | ||
| Q1 25 | -0.03× | 4.51× | ||
| Q4 24 | — | 3.63× | ||
| Q3 24 | 8.13× | 3.11× | ||
| Q2 24 | 0.84× | 3.69× | ||
| Q1 24 | 2.05× | 2.69× |
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% |
MET
| Other | $165.0M | 28% |
| Prepaidlegalplansandadministrativeonlycontracts | $158.0M | 26% |
| Vision Fee For Service Arrangements | $140.0M | 23% |
| Administrative Service | $76.0M | 13% |
| Distribution Service | $36.0M | 6% |
| Feebasedinvestmentmanagementservices | $25.0M | 4% |
