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Arcosa, Inc.（ACA）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是Arcosa, Inc.的1.1倍（$772.1M vs $716.7M），Revvity净利率更高（12.7% vs 7.3%，领先5.5%），Arcosa, Inc.同比增速更快（7.6% vs 5.9%），Revvity自由现金流更多（$161.8M vs $55.8M），过去两年Arcosa, Inc.的营收复合增速更高（9.4% vs 9.0%）
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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
ACA vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.1倍
$716.7M
营收增速更快
ACA
高出1.7%
5.9%
净利率更高
RVTY
高出5.5%
7.3%
自由现金流更多
RVTY
多$106.0M
$55.8M
两年增速更快
ACA
近两年复合增速
9.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $772.1M |
| 净利润 | $52.1M | $98.4M |
| 毛利率 | 22.9% | — |
| 营业利润率 | 11.0% | 14.5% |
| 净利率 | 7.3% | 12.7% |
| 营收同比 | 7.6% | 5.9% |
| 净利润同比 | 776.6% | 3.9% |
| 每股收益（稀释后） | $1.06 | $0.86 |
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ACARVTY
| Q4 25 | $716.7M | $772.1M | ||
| Q3 25 | $797.8M | $698.9M | ||
| Q2 25 | $736.9M | $720.3M | ||
| Q1 25 | $632.0M | $664.8M | ||
| Q4 24 | $666.2M | $729.4M | ||
| Q3 24 | $640.4M | $684.0M | ||
| Q2 24 | $664.7M | $691.7M | ||
| Q1 24 | $598.6M | $649.9M |
净利润ACARVTY
| Q4 25 | $52.1M | $98.4M | ||
| Q3 25 | $73.0M | $46.7M | ||
| Q2 25 | $59.7M | $53.9M | ||
| Q1 25 | $23.6M | $42.2M | ||
| Q4 24 | $-7.7M | $94.6M | ||
| Q3 24 | $16.6M | $94.4M | ||
| Q2 24 | $45.6M | $55.4M | ||
| Q1 24 | $39.2M | $26.0M |
毛利率ACARVTY
| Q4 25 | 22.9% | — | ||
| Q3 25 | 24.1% | 53.6% | ||
| Q2 25 | 22.5% | 54.5% | ||
| Q1 25 | 19.8% | 56.5% | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 21.3% | 56.3% | ||
| Q2 24 | 20.8% | 55.7% | ||
| Q1 24 | 18.6% | 54.6% |
营业利润率ACARVTY
| Q4 25 | 11.0% | 14.5% | ||
| Q3 25 | 14.1% | 11.7% | ||
| Q2 25 | 12.9% | 12.6% | ||
| Q1 25 | 8.8% | 10.9% | ||
| Q4 24 | 6.5% | 16.3% | ||
| Q3 24 | 5.3% | 14.3% | ||
| Q2 24 | 10.1% | 12.4% | ||
| Q1 24 | 8.9% | 6.8% |
净利率ACARVTY
| Q4 25 | 7.3% | 12.7% | ||
| Q3 25 | 9.2% | 6.7% | ||
| Q2 25 | 8.1% | 7.5% | ||
| Q1 25 | 3.7% | 6.4% | ||
| Q4 24 | -1.2% | 13.0% | ||
| Q3 24 | 2.6% | 13.8% | ||
| Q2 24 | 6.9% | 8.0% | ||
| Q1 24 | 6.5% | 4.0% |
每股收益（稀释后）ACARVTY
| Q4 25 | $1.06 | $0.86 | ||
| Q3 25 | $1.48 | $0.40 | ||
| Q2 25 | $1.22 | $0.46 | ||
| Q1 25 | $0.48 | $0.35 | ||
| Q4 24 | $-0.16 | $0.77 | ||
| Q3 24 | $0.34 | $0.77 | ||
| Q2 24 | $0.93 | $0.45 | ||
| Q1 24 | $0.80 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $2.6B | $7.3B |
| 总资产 | $5.0B | $12.2B |
| 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ACARVTY
| Q4 25 | $214.6M | $919.9M | ||
| Q3 25 | $220.0M | $931.4M | ||
| Q2 25 | $189.7M | $991.8M | ||
| Q1 25 | $167.9M | $1.1B | ||
| Q4 24 | $187.3M | $1.2B | ||
| Q3 24 | $756.8M | $1.2B | ||
| Q2 24 | $103.7M | $2.0B | ||
| Q1 24 | $176.5M | $1.7B |
总债务ACARVTY
| 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ACARVTY
| Q4 25 | $2.6B | $7.3B | ||
| Q3 25 | $2.6B | $7.4B | ||
| Q2 25 | $2.5B | $7.6B | ||
| Q1 25 | $2.5B | $7.6B | ||
| Q4 24 | $2.4B | $7.7B | ||
| Q3 24 | $2.4B | $7.9B | ||
| Q2 24 | $2.4B | $7.9B | ||
| Q1 24 | $2.4B | $7.8B |
总资产ACARVTY
| Q4 25 | $5.0B | $12.2B | ||
| Q3 25 | $5.1B | $12.1B | ||
| Q2 25 | $5.0B | $12.4B | ||
| Q1 25 | $4.9B | $12.4B | ||
| Q4 24 | $4.9B | $12.4B | ||
| Q3 24 | $4.4B | $12.8B | ||
| Q2 24 | $3.8B | $13.4B | ||
| Q1 24 | $3.7B | $13.4B |
负债/权益比ACARVTY
| 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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $161.8M |
| 自由现金流率自由现金流/营收 | 7.8% | 21.0% |
| 资本支出强度资本支出/营收 | 9.0% | 2.6% |
| 现金转化率经营现金流/净利润 | 2.30× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $175.5M | $509.4M |
8季度趋势，按日历期对齐
经营现金流ACARVTY
| Q4 25 | $120.0M | $182.0M | ||
| Q3 25 | $160.6M | $138.5M | ||
| Q2 25 | $61.2M | $134.3M | ||
| Q1 25 | $-700.0K | $128.2M | ||
| Q4 24 | $248.2M | $174.2M | ||
| Q3 24 | $135.0M | $147.9M | ||
| Q2 24 | $38.3M | $158.6M | ||
| Q1 24 | $80.5M | $147.6M |
自由现金流ACARVTY
| Q4 25 | $55.8M | $161.8M | ||
| Q3 25 | $121.0M | $120.0M | ||
| Q2 25 | $33.4M | $115.5M | ||
| Q1 25 | $-34.7M | $112.2M | ||
| Q4 24 | $194.9M | $149.8M | ||
| Q3 24 | $100.6M | $125.6M | ||
| Q2 24 | $-9.3M | $136.6M | ||
| Q1 24 | $26.1M | $129.7M |
自由现金流率ACARVTY
| Q4 25 | 7.8% | 21.0% | ||
| Q3 25 | 15.2% | 17.2% | ||
| Q2 25 | 4.5% | 16.0% | ||
| Q1 25 | -5.5% | 16.9% | ||
| Q4 24 | 29.3% | 20.5% | ||
| Q3 24 | 15.7% | 18.4% | ||
| Q2 24 | -1.4% | 19.7% | ||
| Q1 24 | 4.4% | 20.0% |
资本支出强度ACARVTY
| Q4 25 | 9.0% | 2.6% | ||
| Q3 25 | 5.0% | 2.6% | ||
| Q2 25 | 3.8% | 2.6% | ||
| Q1 25 | 5.4% | 2.4% | ||
| Q4 24 | 8.0% | 3.4% | ||
| Q3 24 | 5.4% | 3.3% | ||
| Q2 24 | 7.2% | 3.2% | ||
| Q1 24 | 9.1% | 2.7% |
现金转化率ACARVTY
| Q4 25 | 2.30× | 1.85× | ||
| Q3 25 | 2.20× | 2.97× | ||
| Q2 25 | 1.03× | 2.49× | ||
| Q1 25 | -0.03× | 3.03× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | 8.13× | 1.57× | ||
| Q2 24 | 0.84× | 2.87× | ||
| Q1 24 | 2.05× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
