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Arcosa, Inc.（ACA）与SouthState Bank Corp（SSB）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SouthState Bank Corp的1.1倍（$716.7M vs $661.7M），SouthState Bank Corp净利率更高（34.1% vs 7.3%，领先26.9%），过去两年SouthState Bank Corp的营收复合增速更高（37.4% 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。
SouthState Bank总部位于美国佛罗里达州温特黑文，是银行控股公司SouthState Corporation旗下的银行子公司。截至2025年5月26日，该行已在南卡罗来纳、北卡罗来纳、佐治亚、佛罗里达、阿拉巴马、弗吉尼亚、科罗拉多、得克萨斯八州设有371家营业网点，为当地客户提供各类银行金融服务。
ACA vs SSB — 直观对比
营收规模更大
ACA
是对方的1.1倍
$661.7M
净利率更高
SSB
高出26.9%
7.3%
两年增速更快
SSB
近两年复合增速
9.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $661.7M |
| 净利润 | $52.1M | $225.8M |
| 毛利率 | 22.9% | — |
| 营业利润率 | 11.0% | 15.1% |
| 净利率 | 7.3% | 34.1% |
| 营收同比 | 7.6% | — |
| 净利润同比 | 776.6% | 153.5% |
| 每股收益（稀释后） | $1.06 | $2.28 |
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ACASSB
| Q1 26 | — | $661.7M | ||
| Q4 25 | $716.7M | $581.1M | ||
| Q3 25 | $797.8M | $599.7M | ||
| Q2 25 | $736.9M | $577.9M | ||
| Q1 25 | $632.0M | $544.5M | ||
| Q4 24 | $666.2M | $369.8M | ||
| Q3 24 | $640.4M | $351.5M | ||
| Q2 24 | $664.7M | $350.3M |
净利润ACASSB
| Q1 26 | — | $225.8M | ||
| Q4 25 | $52.1M | $247.7M | ||
| Q3 25 | $73.0M | $246.6M | ||
| Q2 25 | $59.7M | $215.2M | ||
| Q1 25 | $23.6M | $89.1M | ||
| Q4 24 | $-7.7M | $144.2M | ||
| Q3 24 | $16.6M | $143.2M | ||
| Q2 24 | $45.6M | $132.4M |
毛利率ACASSB
| Q1 26 | — | — | ||
| 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% | — |
营业利润率ACASSB
| Q1 26 | — | 15.1% | ||
| Q4 25 | 11.0% | 54.3% | ||
| Q3 25 | 14.1% | 53.6% | ||
| Q2 25 | 12.9% | 48.8% | ||
| Q1 25 | 8.8% | 22.3% | ||
| Q4 24 | 6.5% | 50.7% | ||
| Q3 24 | 5.3% | 53.1% | ||
| Q2 24 | 10.1% | 49.3% |
净利率ACASSB
| Q1 26 | — | 34.1% | ||
| Q4 25 | 7.3% | 42.6% | ||
| Q3 25 | 9.2% | 41.1% | ||
| Q2 25 | 8.1% | 37.2% | ||
| Q1 25 | 3.7% | 16.4% | ||
| Q4 24 | -1.2% | 39.0% | ||
| Q3 24 | 2.6% | 40.7% | ||
| Q2 24 | 6.9% | 37.8% |
每股收益（稀释后）ACASSB
| Q1 26 | — | $2.28 | ||
| Q4 25 | $1.06 | $2.47 | ||
| Q3 25 | $1.48 | $2.42 | ||
| Q2 25 | $1.22 | $2.11 | ||
| Q1 25 | $0.48 | $0.87 | ||
| Q4 24 | $-0.16 | $1.88 | ||
| Q3 24 | $0.34 | $1.86 | ||
| Q2 24 | $0.93 | $1.73 |
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 | $2.9B |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $2.6B | $9.0B |
| 总资产 | $5.0B | $68.0B |
| 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ACASSB
| Q1 26 | — | $2.9B | ||
| Q4 25 | $214.6M | — | ||
| Q3 25 | $220.0M | — | ||
| Q2 25 | $189.7M | — | ||
| Q1 25 | $167.9M | — | ||
| Q4 24 | $187.3M | — | ||
| Q3 24 | $756.8M | — | ||
| Q2 24 | $103.7M | — |
总债务ACASSB
| 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ACASSB
| Q1 26 | — | $9.0B | ||
| Q4 25 | $2.6B | $9.1B | ||
| Q3 25 | $2.6B | $9.0B | ||
| Q2 25 | $2.5B | $8.8B | ||
| Q1 25 | $2.5B | $8.6B | ||
| Q4 24 | $2.4B | $5.9B | ||
| Q3 24 | $2.4B | $5.9B | ||
| Q2 24 | $2.4B | $5.7B |
总资产ACASSB
| Q1 26 | — | $68.0B | ||
| Q4 25 | $5.0B | $67.2B | ||
| Q3 25 | $5.1B | $66.0B | ||
| Q2 25 | $5.0B | $65.9B | ||
| Q1 25 | $4.9B | $65.1B | ||
| Q4 24 | $4.9B | $46.4B | ||
| Q3 24 | $4.4B | $46.1B | ||
| Q2 24 | $3.8B | $45.5B |
负债/权益比ACASSB
| 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ACASSB
| Q1 26 | — | — | ||
| Q4 25 | $120.0M | $232.1M | ||
| Q3 25 | $160.6M | $122.4M | ||
| Q2 25 | $61.2M | $72.6M | ||
| Q1 25 | $-700.0K | $-126.3M | ||
| Q4 24 | $248.2M | $354.3M | ||
| Q3 24 | $135.0M | $-246.8M | ||
| Q2 24 | $38.3M | $126.8M |
自由现金流ACASSB
| Q1 26 | — | — | ||
| Q4 25 | $55.8M | $215.5M | ||
| Q3 25 | $121.0M | $101.7M | ||
| Q2 25 | $33.4M | $52.5M | ||
| Q1 25 | $-34.7M | $-139.1M | ||
| Q4 24 | $194.9M | $340.9M | ||
| Q3 24 | $100.6M | $-254.2M | ||
| Q2 24 | $-9.3M | $117.3M |
自由现金流率ACASSB
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 37.1% | ||
| Q3 25 | 15.2% | 17.0% | ||
| Q2 25 | 4.5% | 9.1% | ||
| Q1 25 | -5.5% | -25.5% | ||
| Q4 24 | 29.3% | 92.2% | ||
| Q3 24 | 15.7% | -72.3% | ||
| Q2 24 | -1.4% | 33.5% |
资本支出强度ACASSB
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | 2.9% | ||
| Q3 25 | 5.0% | 3.5% | ||
| Q2 25 | 3.8% | 3.5% | ||
| Q1 25 | 5.4% | 2.4% | ||
| Q4 24 | 8.0% | 3.6% | ||
| Q3 24 | 5.4% | 2.1% | ||
| Q2 24 | 7.2% | 2.7% |
现金转化率ACASSB
| Q1 26 | — | — | ||
| Q4 25 | 2.30× | 0.94× | ||
| Q3 25 | 2.20× | 0.50× | ||
| Q2 25 | 1.03× | 0.34× | ||
| Q1 25 | -0.03× | -1.42× | ||
| Q4 24 | — | 2.46× | ||
| Q3 24 | 8.13× | -1.72× | ||
| Q2 24 | 0.84× | 0.96× |
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% |
SSB
| Net Interest Income | $561.6M | 85% |
| Noninterest Income | $100.1M | 15% |
