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Arcosa, Inc.（ACA）与Reddit, Inc.（RDDT）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Reddit, Inc.的1.1倍（$716.7M vs $663.0M），Reddit, Inc.净利率更高（30.8% vs 7.3%，领先23.5%），Reddit, Inc.同比增速更快（69.0% vs 7.6%），Reddit, Inc.自由现金流更多（$311.0M vs $55.8M），过去两年Reddit, Inc.的营收复合增速更高（53.6% 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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
ACA vs RDDT — 直观对比
营收规模更大
ACA
是对方的1.1倍
$663.0M
营收增速更快
RDDT
高出61.4%
7.6%
净利率更高
RDDT
高出23.5%
7.3%
自由现金流更多
RDDT
多$255.2M
$55.8M
两年增速更快
RDDT
近两年复合增速
9.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $663.0M |
| 净利润 | $52.1M | $204.0M |
| 毛利率 | 22.9% | 100.0% |
| 营业利润率 | 11.0% | 0.0% |
| 净利率 | 7.3% | 30.8% |
| 营收同比 | 7.6% | 69.0% |
| 净利润同比 | 776.6% | 680.0% |
| 每股收益（稀释后） | $1.06 | $1.01 |
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ACARDDT
| Q1 26 | — | $663.0M | ||
| Q4 25 | $716.7M | $725.6M | ||
| Q3 25 | $797.8M | $584.9M | ||
| Q2 25 | $736.9M | $499.6M | ||
| Q1 25 | $632.0M | $392.4M | ||
| Q4 24 | $666.2M | $427.7M | ||
| Q3 24 | $640.4M | $348.4M | ||
| Q2 24 | $664.7M | $281.2M |
净利润ACARDDT
| Q1 26 | — | $204.0M | ||
| Q4 25 | $52.1M | $251.6M | ||
| Q3 25 | $73.0M | $162.7M | ||
| Q2 25 | $59.7M | $89.3M | ||
| Q1 25 | $23.6M | $26.2M | ||
| Q4 24 | $-7.7M | $71.0M | ||
| Q3 24 | $16.6M | $29.9M | ||
| Q2 24 | $45.6M | $-10.1M |
毛利率ACARDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | 22.9% | 91.9% | ||
| Q3 25 | 24.1% | 91.0% | ||
| Q2 25 | 22.5% | 90.8% | ||
| Q1 25 | 19.8% | 90.5% | ||
| Q4 24 | 19.3% | 92.6% | ||
| Q3 24 | 21.3% | 90.1% | ||
| Q2 24 | 20.8% | 89.5% |
营业利润率ACARDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | 11.0% | 31.9% | ||
| Q3 25 | 14.1% | 23.7% | ||
| Q2 25 | 12.9% | 13.6% | ||
| Q1 25 | 8.8% | 1.0% | ||
| Q4 24 | 6.5% | 12.4% | ||
| Q3 24 | 5.3% | 2.0% | ||
| Q2 24 | 10.1% | -11.0% |
净利率ACARDDT
| Q1 26 | — | 30.8% | ||
| Q4 25 | 7.3% | 34.7% | ||
| Q3 25 | 9.2% | 27.8% | ||
| Q2 25 | 8.1% | 17.9% | ||
| Q1 25 | 3.7% | 6.7% | ||
| Q4 24 | -1.2% | 16.6% | ||
| Q3 24 | 2.6% | 8.6% | ||
| Q2 24 | 6.9% | -3.6% |
每股收益（稀释后）ACARDDT
| Q1 26 | — | $1.01 | ||
| Q4 25 | $1.06 | $1.24 | ||
| Q3 25 | $1.48 | $0.80 | ||
| Q2 25 | $1.22 | $0.45 | ||
| Q1 25 | $0.48 | $0.13 | ||
| Q4 24 | $-0.16 | $4.76 | ||
| Q3 24 | $0.34 | $0.16 | ||
| Q2 24 | $0.93 | $-0.06 |
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 | $1.4B |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $2.6B | $3.2B |
| 总资产 | $5.0B | $3.5B |
| 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ACARDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | $214.6M | $953.6M | ||
| Q3 25 | $220.0M | $911.7M | ||
| Q2 25 | $189.7M | $734.1M | ||
| Q1 25 | $167.9M | $635.7M | ||
| Q4 24 | $187.3M | $562.1M | ||
| Q3 24 | $756.8M | $515.9M | ||
| Q2 24 | $103.7M | $468.0M |
总债务ACARDDT
| 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ACARDDT
| Q1 26 | — | $3.2B | ||
| Q4 25 | $2.6B | $2.9B | ||
| Q3 25 | $2.6B | $2.6B | ||
| Q2 25 | $2.5B | $2.4B | ||
| Q1 25 | $2.5B | $2.2B | ||
| Q4 24 | $2.4B | $2.1B | ||
| Q3 24 | $2.4B | $2.0B | ||
| Q2 24 | $2.4B | $1.9B |
总资产ACARDDT
| Q1 26 | — | $3.5B | ||
| Q4 25 | $5.0B | $3.2B | ||
| Q3 25 | $5.1B | $2.9B | ||
| Q2 25 | $5.0B | $2.6B | ||
| Q1 25 | $4.9B | $2.4B | ||
| Q4 24 | $4.9B | $2.3B | ||
| Q3 24 | $4.4B | $2.2B | ||
| Q2 24 | $3.8B | $2.1B |
负债/权益比ACARDDT
| 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 | $311.0M |
| 自由现金流率自由现金流/营收 | 7.8% | 46.9% |
| 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 | $868.6M |
8季度趋势，按日历期对齐
经营现金流ACARDDT
| Q1 26 | — | — | ||
| Q4 25 | $120.0M | $266.8M | ||
| Q3 25 | $160.6M | $185.2M | ||
| Q2 25 | $61.2M | $111.3M | ||
| Q1 25 | $-700.0K | $127.6M | ||
| Q4 24 | $248.2M | $90.0M | ||
| Q3 24 | $135.0M | $71.6M | ||
| Q2 24 | $38.3M | $28.4M |
自由现金流ACARDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | $55.8M | $263.6M | ||
| Q3 25 | $121.0M | $183.1M | ||
| Q2 25 | $33.4M | $110.8M | ||
| Q1 25 | $-34.7M | $126.6M | ||
| Q4 24 | $194.9M | $89.2M | ||
| Q3 24 | $100.6M | $70.3M | ||
| Q2 24 | $-9.3M | $27.2M |
自由现金流率ACARDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | 7.8% | 36.3% | ||
| Q3 25 | 15.2% | 31.3% | ||
| Q2 25 | 4.5% | 22.2% | ||
| Q1 25 | -5.5% | 32.3% | ||
| Q4 24 | 29.3% | 20.8% | ||
| Q3 24 | 15.7% | 20.2% | ||
| Q2 24 | -1.4% | 9.7% |
资本支出强度ACARDDT
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | 0.4% | ||
| Q3 25 | 5.0% | 0.4% | ||
| Q2 25 | 3.8% | 0.1% | ||
| Q1 25 | 5.4% | 0.2% | ||
| Q4 24 | 8.0% | 0.2% | ||
| Q3 24 | 5.4% | 0.4% | ||
| Q2 24 | 7.2% | 0.4% |
现金转化率ACARDDT
| Q1 26 | — | — | ||
| Q4 25 | 2.30× | 1.06× | ||
| Q3 25 | 2.20× | 1.14× | ||
| Q2 25 | 1.03× | 1.25× | ||
| Q1 25 | -0.03× | 4.88× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | 8.13× | 2.40× | ||
| 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% |
RDDT
暂无分部数据
