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Arcosa, Inc.（ACA）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是Arcosa, Inc.的1.3倍（$943.7M vs $716.7M），Arcosa, Inc.净利率更高（7.3% vs 3.8%，领先3.5%），Arcosa, Inc.同比增速更快（7.6% vs -1.0%），过去两年Arcosa, Inc.的营收复合增速更高（9.4% vs 2.1%）
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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
ACA vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.3倍
$716.7M
营收增速更快
ACA
高出8.6%
-1.0%
净利率更高
ACA
高出3.5%
3.8%
两年增速更快
ACA
近两年复合增速
2.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $943.7M |
| 净利润 | $52.1M | $35.6M |
| 毛利率 | 22.9% | 40.8% |
| 营业利润率 | 11.0% | 4.5% |
| 净利率 | 7.3% | 3.8% |
| 营收同比 | 7.6% | -1.0% |
| 净利润同比 | 776.6% | -48.2% |
| 每股收益（稀释后） | $1.06 | $0.24 |
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ACASWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | $716.7M | $1.1B | ||
| Q3 25 | $797.8M | — | ||
| Q2 25 | $736.9M | $965.0M | ||
| Q1 25 | $632.0M | $953.2M | ||
| Q4 24 | $666.2M | $1.1B | ||
| Q3 24 | $640.4M | $1.0B |
净利润ACASWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | — | $79.2M | ||
| Q4 25 | $52.1M | $141.4M | ||
| Q3 25 | $73.0M | — | ||
| Q2 25 | $59.7M | $105.0M | ||
| Q1 25 | $23.6M | $68.7M | ||
| Q4 24 | $-7.7M | $162.0M | ||
| Q3 24 | $16.6M | $60.5M |
毛利率ACASWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | — | 41.3% | ||
| Q4 25 | 22.9% | 40.7% | ||
| Q3 25 | 24.1% | — | ||
| Q2 25 | 22.5% | 41.6% | ||
| Q1 25 | 19.8% | 41.1% | ||
| Q4 24 | 19.3% | 41.4% | ||
| Q3 24 | 21.3% | 41.9% |
营业利润率ACASWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | — | 10.0% | ||
| Q4 25 | 11.0% | 10.1% | ||
| Q3 25 | 14.1% | — | ||
| Q2 25 | 12.9% | 11.5% | ||
| Q1 25 | 8.8% | 10.2% | ||
| Q4 24 | 6.5% | 16.9% | ||
| Q3 24 | 5.3% | 5.8% |
净利率ACASWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | — | 7.6% | ||
| Q4 25 | 7.3% | 12.9% | ||
| Q3 25 | 9.2% | — | ||
| Q2 25 | 8.1% | 10.9% | ||
| Q1 25 | 3.7% | 7.2% | ||
| Q4 24 | -1.2% | 15.2% | ||
| Q3 24 | 2.6% | 5.9% |
每股收益（稀释后）ACASWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | — | $0.53 | ||
| Q4 25 | $1.06 | $0.95 | ||
| Q3 25 | $1.48 | — | ||
| Q2 25 | $1.22 | $0.70 | ||
| Q1 25 | $0.48 | $0.43 | ||
| Q4 24 | $-0.16 | $1.00 | ||
| Q3 24 | $0.34 | $0.36 |
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 | — |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $2.6B | $5.8B |
| 总资产 | $5.0B | $7.9B |
| 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ACASWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $1.6B | ||
| Q4 25 | $214.6M | $1.4B | ||
| Q3 25 | $220.0M | — | ||
| Q2 25 | $189.7M | $1.3B | ||
| Q1 25 | $167.9M | $1.5B | ||
| Q4 24 | $187.3M | $1.7B | ||
| Q3 24 | $756.8M | $1.6B |
总债务ACASWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $496.6M | ||
| Q4 25 | $1.5B | $496.4M | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.7B | $496.2M | ||
| Q1 25 | $1.7B | $995.1M | ||
| Q4 24 | $1.7B | $994.7M | ||
| Q3 24 | $1.2B | $994.3M |
股东权益ACASWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | — | $5.8B | ||
| Q4 25 | $2.6B | $5.8B | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.5B | $5.7B | ||
| Q1 25 | $2.5B | $5.9B | ||
| Q4 24 | $2.4B | $6.4B | ||
| Q3 24 | $2.4B | $6.3B |
总资产ACASWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | — | $7.9B | ||
| Q4 25 | $5.0B | $7.9B | ||
| Q3 25 | $5.1B | — | ||
| Q2 25 | $5.0B | $7.7B | ||
| Q1 25 | $4.9B | $7.9B | ||
| Q4 24 | $4.9B | $8.3B | ||
| Q3 24 | $4.4B | $8.3B |
负债/权益比ACASWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 0.09× | ||
| Q4 25 | 0.57× | 0.09× | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.67× | 0.09× | ||
| Q1 25 | 0.68× | 0.17× | ||
| Q4 24 | 0.69× | 0.16× | ||
| Q3 24 | 0.51× | 0.16× |
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 | $50.3M |
| 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% | 8.7% |
| 现金转化率经营现金流/净利润 | 2.30× | 1.41× |
| 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ACASWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | — | $395.5M | ||
| Q4 25 | $120.0M | $200.0M | ||
| Q3 25 | $160.6M | — | ||
| Q2 25 | $61.2M | $314.2M | ||
| Q1 25 | $-700.0K | $409.4M | ||
| Q4 24 | $248.2M | $377.2M | ||
| Q3 24 | $135.0M | $476.1M |
自由现金流ACASWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $339.0M | ||
| Q4 25 | $55.8M | $144.0M | ||
| Q3 25 | $121.0M | — | ||
| Q2 25 | $33.4M | $252.7M | ||
| Q1 25 | $-34.7M | $370.9M | ||
| Q4 24 | $194.9M | $338.2M | ||
| Q3 24 | $100.6M | $393.3M |
自由现金流率ACASWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 32.7% | ||
| Q4 25 | 7.8% | 13.1% | ||
| Q3 25 | 15.2% | — | ||
| Q2 25 | 4.5% | 26.2% | ||
| Q1 25 | -5.5% | 38.9% | ||
| Q4 24 | 29.3% | 31.7% | ||
| Q3 24 | 15.7% | 38.4% |
资本支出强度ACASWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | — | 5.5% | ||
| Q4 25 | 9.0% | 5.1% | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 3.8% | 6.4% | ||
| Q1 25 | 5.4% | 4.0% | ||
| Q4 24 | 8.0% | 3.6% | ||
| Q3 24 | 5.4% | 8.1% |
现金转化率ACASWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | — | 4.99× | ||
| Q4 25 | 2.30× | 1.41× | ||
| Q3 25 | 2.20× | — | ||
| Q2 25 | 1.03× | 2.99× | ||
| Q1 25 | -0.03× | 5.96× | ||
| Q4 24 | — | 2.33× | ||
| Q3 24 | 8.13× | 7.87× |
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% |
SWKS
暂无分部数据
