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Arcosa, Inc.（ACA）与WESTERN ALLIANCE BANCORPORATION（WAL）财务数据对比。点击上方公司名可切换其他公司
WESTERN ALLIANCE BANCORPORATION的季度营收约是Arcosa, Inc.的1.4倍（$1.0B vs $716.7M），WESTERN ALLIANCE BANCORPORATION净利率更高（18.6% vs 7.3%，领先11.3%），WESTERN ALLIANCE BANCORPORATION同比增速更快（31.0% vs 7.6%），过去两年WESTERN ALLIANCE BANCORPORATION的营收复合增速更高（14.9% 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。
Western Alliance Bancorporation是总部位于美国菲尼克斯的区域性银行控股公司，长期深耕美国本土区域金融服务市场，目前已跻身美国最大银行行列，在福布斯发布的美国最佳银行榜单中排名第97位。
ACA vs WAL — 直观对比
营收规模更大
WAL
是对方的1.4倍
$716.7M
营收增速更快
WAL
高出23.4%
7.6%
净利率更高
WAL
高出11.3%
7.3%
两年增速更快
WAL
近两年复合增速
9.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $1.0B |
| 净利润 | $52.1M | $189.2M |
| 毛利率 | 22.9% | — |
| 营业利润率 | 11.0% | — |
| 净利率 | 7.3% | 18.6% |
| 营收同比 | 7.6% | 31.0% |
| 净利润同比 | 776.6% | -5.0% |
| 每股收益（稀释后） | $1.06 | $1.65 |
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ACAWAL
| Q1 26 | — | $1.0B | ||
| Q4 25 | $716.7M | $980.9M | ||
| Q3 25 | $797.8M | $938.2M | ||
| Q2 25 | $736.9M | $845.9M | ||
| Q1 25 | $632.0M | $778.0M | ||
| Q4 24 | $666.2M | $838.4M | ||
| Q3 24 | $640.4M | $823.1M | ||
| Q2 24 | $664.7M | $771.8M |
净利润ACAWAL
| Q1 26 | — | $189.2M | ||
| Q4 25 | $52.1M | $286.1M | ||
| Q3 25 | $73.0M | $253.4M | ||
| Q2 25 | $59.7M | $230.4M | ||
| Q1 25 | $23.6M | $199.1M | ||
| Q4 24 | $-7.7M | $216.9M | ||
| Q3 24 | $16.6M | $199.8M | ||
| Q2 24 | $45.6M | $193.6M |
毛利率ACAWAL
| 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ACAWAL
| Q1 26 | — | — | ||
| Q4 25 | 11.0% | 36.3% | ||
| Q3 25 | 14.1% | 33.4% | ||
| Q2 25 | 12.9% | 34.4% | ||
| Q1 25 | 8.8% | 31.7% | ||
| Q4 24 | 6.5% | 30.9% | ||
| Q3 24 | 5.3% | 30.6% | ||
| Q2 24 | 10.1% | 32.1% |
净利率ACAWAL
| Q1 26 | — | 18.6% | ||
| Q4 25 | 7.3% | 29.2% | ||
| Q3 25 | 9.2% | 27.0% | ||
| Q2 25 | 8.1% | 27.2% | ||
| Q1 25 | 3.7% | 25.6% | ||
| Q4 24 | -1.2% | 25.9% | ||
| Q3 24 | 2.6% | 24.3% | ||
| Q2 24 | 6.9% | 25.1% |
每股收益（稀释后）ACAWAL
| Q1 26 | — | $1.65 | ||
| Q4 25 | $1.06 | $2.59 | ||
| Q3 25 | $1.48 | $2.28 | ||
| Q2 25 | $1.22 | $2.07 | ||
| Q1 25 | $0.48 | $1.79 | ||
| Q4 24 | $-0.16 | $1.94 | ||
| Q3 24 | $0.34 | $1.80 | ||
| Q2 24 | $0.93 | $1.75 |
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 | $4.3B |
| 股东权益账面价值 | $2.6B | $7.9B |
| 总资产 | $5.0B | $98.9B |
| 负债/权益比越低杠杆越低 | 0.57× | 0.54× |
8季度趋势，按日历期对齐
现金及短期投资ACAWAL
| Q1 26 | — | — | ||
| 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ACAWAL
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.6B | $2.9B | ||
| Q2 25 | $1.7B | $2.9B | ||
| Q1 25 | $1.7B | $1.6B | ||
| Q4 24 | $1.7B | $2.4B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $699.9M | $436.0M |
股东权益ACAWAL
| Q1 26 | — | $7.9B | ||
| Q4 25 | $2.6B | $7.7B | ||
| Q3 25 | $2.6B | $7.4B | ||
| Q2 25 | $2.5B | $7.1B | ||
| Q1 25 | $2.5B | $6.9B | ||
| Q4 24 | $2.4B | $6.7B | ||
| Q3 24 | $2.4B | $6.7B | ||
| Q2 24 | $2.4B | $6.3B |
总资产ACAWAL
| Q1 26 | — | $98.9B | ||
| Q4 25 | $5.0B | $92.8B | ||
| Q3 25 | $5.1B | $91.0B | ||
| Q2 25 | $5.0B | $86.7B | ||
| Q1 25 | $4.9B | $83.0B | ||
| Q4 24 | $4.9B | $80.9B | ||
| Q3 24 | $4.4B | $80.1B | ||
| Q2 24 | $3.8B | $80.6B |
负债/权益比ACAWAL
| Q1 26 | — | 0.54× | ||
| Q4 25 | 0.57× | 0.18× | ||
| Q3 25 | 0.61× | 0.39× | ||
| Q2 25 | 0.67× | 0.41× | ||
| Q1 25 | 0.68× | 0.23× | ||
| Q4 24 | 0.69× | 0.36× | ||
| Q3 24 | 0.51× | 0.21× | ||
| Q2 24 | 0.29× | 0.07× |
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ACAWAL
| Q1 26 | — | — | ||
| Q4 25 | $120.0M | $-2.7B | ||
| Q3 25 | $160.6M | $-597.4M | ||
| Q2 25 | $61.2M | $-357.7M | ||
| Q1 25 | $-700.0K | $-1.7B | ||
| Q4 24 | $248.2M | $-2.7B | ||
| Q3 24 | $135.0M | $-1.1B | ||
| Q2 24 | $38.3M | $-745.8M |
自由现金流ACAWAL
| Q1 26 | — | — | ||
| Q4 25 | $55.8M | — | ||
| Q3 25 | $121.0M | — | ||
| Q2 25 | $33.4M | — | ||
| Q1 25 | $-34.7M | — | ||
| Q4 24 | $194.9M | — | ||
| Q3 24 | $100.6M | — | ||
| Q2 24 | $-9.3M | — |
自由现金流率ACAWAL
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | — | ||
| Q3 25 | 15.2% | — | ||
| Q2 25 | 4.5% | — | ||
| Q1 25 | -5.5% | — | ||
| Q4 24 | 29.3% | — | ||
| Q3 24 | 15.7% | — | ||
| Q2 24 | -1.4% | — |
资本支出强度ACAWAL
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | — | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | 8.0% | — | ||
| Q3 24 | 5.4% | — | ||
| Q2 24 | 7.2% | — |
现金转化率ACAWAL
| Q1 26 | — | — | ||
| Q4 25 | 2.30× | -9.36× | ||
| Q3 25 | 2.20× | -2.36× | ||
| Q2 25 | 1.03× | -1.55× | ||
| Q1 25 | -0.03× | -8.31× | ||
| Q4 24 | — | -12.64× | ||
| Q3 24 | 8.13× | -5.35× | ||
| Q2 24 | 0.84× | -3.85× |
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% |
WAL
暂无分部数据
