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Arcosa, Inc.（ACA）与UFP INDUSTRIES INC（UFPI）财务数据对比。点击上方公司名可切换其他公司
UFP INDUSTRIES INC的季度营收约是Arcosa, Inc.的1.9倍（$1.3B vs $716.7M），Arcosa, Inc.净利率更高（7.3% vs 3.0%，领先4.3%），Arcosa, Inc.同比增速更快（7.6% vs -9.0%），UFP INDUSTRIES INC自由现金流更多（$82.7M vs $55.8M），过去两年Arcosa, Inc.的营收复合增速更高（9.4% vs -9.9%）
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。
UFP工业是一家控股企业，业务覆盖零售、工业、建筑三大市场，总部位于美国密歇根州大急流城，1993年公开上市，旗下共有218家关联运营主体，面向零售、建筑、包装三大领域供应数万种产品。
ACA vs UFPI — 直观对比
营收规模更大
UFPI
是对方的1.9倍
$716.7M
营收增速更快
ACA
高出16.6%
-9.0%
净利率更高
ACA
高出4.3%
3.0%
自由现金流更多
UFPI
多$26.9M
$55.8M
两年增速更快
ACA
近两年复合增速
-9.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $1.3B |
| 净利润 | $52.1M | $40.0M |
| 毛利率 | 22.9% | 16.3% |
| 营业利润率 | 11.0% | 4.4% |
| 净利率 | 7.3% | 3.0% |
| 营收同比 | 7.6% | -9.0% |
| 净利润同比 | 776.6% | -41.3% |
| 每股收益（稀释后） | $1.06 | $0.71 |
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ACAUFPI
| Q4 25 | $716.7M | $1.3B | ||
| Q3 25 | $797.8M | $1.6B | ||
| Q2 25 | $736.9M | $1.8B | ||
| Q1 25 | $632.0M | $1.6B | ||
| Q4 24 | $666.2M | $1.5B | ||
| Q3 24 | $640.4M | $1.6B | ||
| Q2 24 | $664.7M | $1.9B | ||
| Q1 24 | $598.6M | $1.6B |
净利润ACAUFPI
| Q4 25 | $52.1M | $40.0M | ||
| Q3 25 | $73.0M | $75.3M | ||
| Q2 25 | $59.7M | $100.7M | ||
| Q1 25 | $23.6M | $78.8M | ||
| Q4 24 | $-7.7M | $68.0M | ||
| Q3 24 | $16.6M | $99.8M | ||
| Q2 24 | $45.6M | $125.9M | ||
| Q1 24 | $39.2M | $120.8M |
毛利率ACAUFPI
| Q4 25 | 22.9% | 16.3% | ||
| Q3 25 | 24.1% | 16.8% | ||
| Q2 25 | 22.5% | 17.0% | ||
| Q1 25 | 19.8% | 16.8% | ||
| Q4 24 | 19.3% | 16.4% | ||
| Q3 24 | 21.3% | 18.1% | ||
| Q2 24 | 20.8% | 19.1% | ||
| Q1 24 | 18.6% | 19.9% |
营业利润率ACAUFPI
| Q4 25 | 11.0% | 4.4% | ||
| Q3 25 | 14.1% | 5.7% | ||
| Q2 25 | 12.9% | 6.7% | ||
| Q1 25 | 8.8% | 5.8% | ||
| Q4 24 | 6.5% | 5.4% | ||
| Q3 24 | 5.3% | 7.3% | ||
| Q2 24 | 10.1% | 8.4% | ||
| Q1 24 | 8.9% | 8.2% |
净利率ACAUFPI
| Q4 25 | 7.3% | 3.0% | ||
| Q3 25 | 9.2% | 4.8% | ||
| Q2 25 | 8.1% | 5.5% | ||
| Q1 25 | 3.7% | 4.9% | ||
| Q4 24 | -1.2% | 4.7% | ||
| Q3 24 | 2.6% | 6.1% | ||
| Q2 24 | 6.9% | 6.6% | ||
| Q1 24 | 6.5% | 7.4% |
每股收益（稀释后）ACAUFPI
| Q4 25 | $1.06 | $0.71 | ||
| Q3 25 | $1.48 | $1.29 | ||
| Q2 25 | $1.22 | $1.70 | ||
| Q1 25 | $0.48 | $1.30 | ||
| Q4 24 | $-0.16 | $1.12 | ||
| Q3 24 | $0.34 | $1.64 | ||
| Q2 24 | $0.93 | $2.05 | ||
| Q1 24 | $0.80 | $1.96 |
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 | $948.6M |
| 总债务越低越好 | $1.5B | $229.8M |
| 股东权益账面价值 | $2.6B | $3.1B |
| 总资产 | $5.0B | $4.0B |
| 负债/权益比越低杠杆越低 | 0.57× | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资ACAUFPI
| Q4 25 | $214.6M | $948.6M | ||
| Q3 25 | $220.0M | $1.0B | ||
| Q2 25 | $189.7M | $874.0M | ||
| Q1 25 | $167.9M | $934.3M | ||
| Q4 24 | $187.3M | $1.2B | ||
| Q3 24 | $756.8M | $1.2B | ||
| Q2 24 | $103.7M | $1.1B | ||
| Q1 24 | $176.5M | $1.0B |
总债务ACAUFPI
| Q4 25 | $1.5B | $229.8M | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.7B | $234.0M | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $699.9M | — | ||
| Q1 24 | $600.6M | — |
股东权益ACAUFPI
| Q4 25 | $2.6B | $3.1B | ||
| Q3 25 | $2.6B | $3.2B | ||
| Q2 25 | $2.5B | $3.1B | ||
| Q1 25 | $2.5B | $3.2B | ||
| Q4 24 | $2.4B | $3.2B | ||
| Q3 24 | $2.4B | $3.2B | ||
| Q2 24 | $2.4B | $3.1B | ||
| Q1 24 | $2.4B | $3.1B |
总资产ACAUFPI
| Q4 25 | $5.0B | $4.0B | ||
| Q3 25 | $5.1B | $4.1B | ||
| Q2 25 | $5.0B | $4.1B | ||
| Q1 25 | $4.9B | $4.2B | ||
| Q4 24 | $4.9B | $4.2B | ||
| Q3 24 | $4.4B | $4.2B | ||
| Q2 24 | $3.8B | $4.1B | ||
| Q1 24 | $3.7B | $4.1B |
负债/权益比ACAUFPI
| Q4 25 | 0.57× | 0.08× | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.67× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.69× | 0.07× | ||
| 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 | $146.6M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $82.7M |
| 自由现金流率自由现金流/营收 | 7.8% | 6.2% |
| 资本支出强度资本支出/营收 | 9.0% | 4.8% |
| 现金转化率经营现金流/净利润 | 2.30× | 3.67× |
| 过去12个月自由现金流最近4个季度 | $175.5M | $276.4M |
8季度趋势，按日历期对齐
经营现金流ACAUFPI
| Q4 25 | $120.0M | $146.6M | ||
| Q3 25 | $160.6M | $286.0M | ||
| Q2 25 | $61.2M | $221.9M | ||
| Q1 25 | $-700.0K | $-108.8M | ||
| Q4 24 | $248.2M | $144.9M | ||
| Q3 24 | $135.0M | $258.6M | ||
| Q2 24 | $38.3M | $255.9M | ||
| Q1 24 | $80.5M | $-16.8M |
自由现金流ACAUFPI
| Q4 25 | $55.8M | $82.7M | ||
| Q3 25 | $121.0M | $210.2M | ||
| Q2 25 | $33.4M | $159.5M | ||
| Q1 25 | $-34.7M | $-176.1M | ||
| Q4 24 | $194.9M | $78.1M | ||
| Q3 24 | $100.6M | $199.7M | ||
| Q2 24 | $-9.3M | $198.4M | ||
| Q1 24 | $26.1M | $-65.9M |
自由现金流率ACAUFPI
| Q4 25 | 7.8% | 6.2% | ||
| Q3 25 | 15.2% | 13.5% | ||
| Q2 25 | 4.5% | 8.7% | ||
| Q1 25 | -5.5% | -11.0% | ||
| Q4 24 | 29.3% | 5.3% | ||
| Q3 24 | 15.7% | 12.1% | ||
| Q2 24 | -1.4% | 10.4% | ||
| Q1 24 | 4.4% | -4.0% |
资本支出强度ACAUFPI
| Q4 25 | 9.0% | 4.8% | ||
| Q3 25 | 5.0% | 4.9% | ||
| Q2 25 | 3.8% | 3.4% | ||
| Q1 25 | 5.4% | 4.2% | ||
| Q4 24 | 8.0% | 4.6% | ||
| Q3 24 | 5.4% | 3.6% | ||
| Q2 24 | 7.2% | 3.0% | ||
| Q1 24 | 9.1% | 3.0% |
现金转化率ACAUFPI
| Q4 25 | 2.30× | 3.67× | ||
| Q3 25 | 2.20× | 3.80× | ||
| Q2 25 | 1.03× | 2.20× | ||
| Q1 25 | -0.03× | -1.38× | ||
| Q4 24 | — | 2.13× | ||
| Q3 24 | 8.13× | 2.59× | ||
| Q2 24 | 0.84× | 2.03× | ||
| Q1 24 | 2.05× | -0.14× |
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% |
UFPI
| Retail Segment | $444.0M | 33% |
| Structural Packaging | $230.2M | 17% |
| Factory Built | $189.7M | 14% |
| Site Built | $152.7M | 11% |
| Palletone Inc | $119.2M | 9% |
| Deckorators | $55.2M | 4% |
| Commercial | $53.2M | 4% |
| Concrete Forming | $44.2M | 3% |
| Transferred Over Time | $29.6M | 2% |
| Protective Packaging | $20.7M | 2% |
