vs
Arcosa, Inc.（ACA）与PROCORE TECHNOLOGIES, INC.（PCOR）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PROCORE TECHNOLOGIES, INC.的2.0倍（$716.7M vs $359.3M），Arcosa, Inc.净利率更高（7.3% vs -2.5%，领先9.8%），PROCORE TECHNOLOGIES, INC.同比增速更快（15.7% vs 7.6%），过去两年PROCORE TECHNOLOGIES, INC.的营收复合增速更高（12.4% 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。
Procore Technologies是2002年成立的美国建筑管理软件即服务（SaaS）企业，总部位于加利福尼亚州卡平特里亚。公司打造的全球平台可连接建筑行业从业者，支持搭建简化工作流，统一展现建筑项目信息，覆盖任务追踪、项目流程管理、日程排期等核心功能。
ACA vs PCOR — 直观对比
营收规模更大
ACA
是对方的2.0倍
$359.3M
营收增速更快
PCOR
高出8.1%
7.6%
净利率更高
ACA
高出9.8%
-2.5%
两年增速更快
PCOR
近两年复合增速
9.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $359.3M |
| 净利润 | $52.1M | $-9.1M |
| 毛利率 | 22.9% | 80.1% |
| 营业利润率 | 11.0% | 15.5% |
| 净利率 | 7.3% | -2.5% |
| 营收同比 | 7.6% | 15.7% |
| 净利润同比 | 776.6% | 72.4% |
| 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ACAPCOR
| Q1 26 | — | $359.3M | ||
| Q4 25 | $716.7M | $349.1M | ||
| Q3 25 | $797.8M | $338.9M | ||
| Q2 25 | $736.9M | $323.9M | ||
| Q1 25 | $632.0M | $310.6M | ||
| Q4 24 | $666.2M | $302.0M | ||
| Q3 24 | $640.4M | $295.9M | ||
| Q2 24 | $664.7M | $284.3M |
净利润ACAPCOR
| Q1 26 | — | $-9.1M | ||
| Q4 25 | $52.1M | $-37.6M | ||
| Q3 25 | $73.0M | $-9.1M | ||
| Q2 25 | $59.7M | $-21.1M | ||
| Q1 25 | $23.6M | $-33.0M | ||
| Q4 24 | $-7.7M | $-62.3M | ||
| Q3 24 | $16.6M | $-26.4M | ||
| Q2 24 | $45.6M | $-6.3M |
毛利率ACAPCOR
| Q1 26 | — | 80.1% | ||
| Q4 25 | 22.9% | 80.1% | ||
| Q3 25 | 24.1% | 79.7% | ||
| Q2 25 | 22.5% | 79.1% | ||
| Q1 25 | 19.8% | 79.1% | ||
| Q4 24 | 19.3% | 81.2% | ||
| Q3 24 | 21.3% | 81.4% | ||
| Q2 24 | 20.8% | 83.1% |
营业利润率ACAPCOR
| Q1 26 | — | 15.5% | ||
| Q4 25 | 11.0% | -12.3% | ||
| Q3 25 | 14.1% | -4.4% | ||
| Q2 25 | 12.9% | -9.3% | ||
| Q1 25 | 8.8% | -11.7% | ||
| Q4 24 | 6.5% | -21.9% | ||
| Q3 24 | 5.3% | -12.3% | ||
| Q2 24 | 10.1% | -5.2% |
净利率ACAPCOR
| Q1 26 | — | -2.5% | ||
| Q4 25 | 7.3% | -10.8% | ||
| Q3 25 | 9.2% | -2.7% | ||
| Q2 25 | 8.1% | -6.5% | ||
| Q1 25 | 3.7% | -10.6% | ||
| Q4 24 | -1.2% | -20.6% | ||
| Q3 24 | 2.6% | -8.9% | ||
| Q2 24 | 6.9% | -2.2% |
每股收益（稀释后）ACAPCOR
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $1.06 | $-0.25 | ||
| Q3 25 | $1.48 | $-0.06 | ||
| Q2 25 | $1.22 | $-0.14 | ||
| Q1 25 | $0.48 | $-0.22 | ||
| Q4 24 | $-0.16 | $-0.42 | ||
| Q3 24 | $0.34 | $-0.18 | ||
| Q2 24 | $0.93 | $-0.04 |
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 | $386.0M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $2.6B | $1.2B |
| 总资产 | $5.0B | $2.1B |
| 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ACAPCOR
| Q1 26 | — | $386.0M | ||
| Q4 25 | $214.6M | $768.5M | ||
| Q3 25 | $220.0M | $684.0M | ||
| Q2 25 | $189.7M | $620.9M | ||
| Q1 25 | $167.9M | $566.7M | ||
| Q4 24 | $187.3M | $775.4M | ||
| Q3 24 | $756.8M | $756.9M | ||
| Q2 24 | $103.7M | $735.4M |
总债务ACAPCOR
| 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ACAPCOR
| Q1 26 | — | $1.2B | ||
| Q4 25 | $2.6B | $1.3B | ||
| Q3 25 | $2.6B | $1.2B | ||
| Q2 25 | $2.5B | $1.2B | ||
| Q1 25 | $2.5B | $1.2B | ||
| Q4 24 | $2.4B | $1.3B | ||
| Q3 24 | $2.4B | $1.3B | ||
| Q2 24 | $2.4B | $1.3B |
总资产ACAPCOR
| Q1 26 | — | $2.1B | ||
| Q4 25 | $5.0B | $2.2B | ||
| Q3 25 | $5.1B | $2.1B | ||
| Q2 25 | $5.0B | $2.0B | ||
| Q1 25 | $4.9B | $1.9B | ||
| Q4 24 | $4.9B | $2.1B | ||
| Q3 24 | $4.4B | $2.0B | ||
| Q2 24 | $3.8B | $2.0B |
负债/权益比ACAPCOR
| 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 | $76.8M |
| 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ACAPCOR
| Q1 26 | — | $76.8M | ||
| Q4 25 | $120.0M | $114.9M | ||
| Q3 25 | $160.6M | $88.5M | ||
| Q2 25 | $61.2M | $30.8M | ||
| Q1 25 | $-700.0K | $66.0M | ||
| Q4 24 | $248.2M | $29.1M | ||
| Q3 24 | $135.0M | $39.3M | ||
| Q2 24 | $38.3M | $58.7M |
自由现金流ACAPCOR
| Q1 26 | — | — | ||
| Q4 25 | $55.8M | $109.2M | ||
| Q3 25 | $121.0M | $83.1M | ||
| Q2 25 | $33.4M | $27.9M | ||
| Q1 25 | $-34.7M | $62.0M | ||
| Q4 24 | $194.9M | $17.4M | ||
| Q3 24 | $100.6M | $35.7M | ||
| Q2 24 | $-9.3M | $56.8M |
自由现金流率ACAPCOR
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 31.3% | ||
| Q3 25 | 15.2% | 24.5% | ||
| Q2 25 | 4.5% | 8.6% | ||
| Q1 25 | -5.5% | 20.0% | ||
| Q4 24 | 29.3% | 5.8% | ||
| Q3 24 | 15.7% | 12.1% | ||
| Q2 24 | -1.4% | 20.0% |
资本支出强度ACAPCOR
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | 1.6% | ||
| Q3 25 | 5.0% | 1.6% | ||
| Q2 25 | 3.8% | 0.9% | ||
| Q1 25 | 5.4% | 1.3% | ||
| Q4 24 | 8.0% | 3.9% | ||
| Q3 24 | 5.4% | 1.2% | ||
| Q2 24 | 7.2% | 0.7% |
现金转化率ACAPCOR
| Q1 26 | — | — | ||
| Q4 25 | 2.30× | — | ||
| 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% |
PCOR
暂无分部数据
