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Arch Capital Group（ACGL）与安费诺（APH）财务数据对比。点击上方公司名可切换其他公司
安费诺的季度营收约是Arch Capital Group的1.7倍（$7.6B vs $4.5B），Arch Capital Group净利率更高（23.2% vs 12.4%，领先10.8%），安费诺同比增速更快（58.4% vs -3.3%），过去两年安费诺的营收复合增速更高（45.3% vs 3.4%）
百慕大注册上市企业Arch Capital Group面向全球提供保险、再保险及按揭保险服务，专注于特种类保险业务，承保保险业内难度较高的特殊风险。公司总部位于百慕大，在北美、欧洲、亚洲及澳洲共设有60个办事处，实现全球布局运营。
安费诺是一家总部位于美国的电子零部件制造企业，核心产品涵盖电子连接器、光纤连接器、同轴电缆等各类线缆及互连系统，是全球互连解决方案领域的主流供应商，品牌名称源自其前身American Phenolic Corp的名称缩写组合。
ACGL vs APH — 直观对比
营收规模更大
APH
是对方的1.7倍
$4.5B
营收增速更快
APH
高出61.6%
-3.3%
净利率更高
ACGL
高出10.8%
12.4%
两年增速更快
APH
近两年复合增速
3.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $7.6B |
| 净利润 | $1.0B | $943.3M |
| 毛利率 | — | 36.7% |
| 营业利润率 | — | 24.0% |
| 净利率 | 23.2% | 12.4% |
| 营收同比 | -3.3% | 58.4% |
| 净利润同比 | 82.4% | 26.8% |
| 每股收益（稀释后） | $2.88 | $0.72 |
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ACGLAPH
| Q1 26 | $4.5B | $7.6B | ||
| Q4 25 | $4.9B | $6.4B | ||
| Q3 25 | $5.1B | $6.2B | ||
| Q2 25 | $5.2B | $5.7B | ||
| Q1 25 | $4.7B | $4.8B | ||
| Q4 24 | $4.5B | $4.3B | ||
| Q3 24 | $4.7B | $4.0B | ||
| Q2 24 | $4.2B | $3.6B |
净利润ACGLAPH
| Q1 26 | $1.0B | $943.3M | ||
| Q4 25 | $1.2B | $1.2B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $574.0M | $737.8M | ||
| Q4 24 | $935.0M | $746.1M | ||
| Q3 24 | $988.0M | $604.4M | ||
| Q2 24 | $1.3B | $524.8M |
毛利率ACGLAPH
| Q1 26 | — | 36.7% | ||
| Q4 25 | — | 38.2% | ||
| Q3 25 | — | 38.1% | ||
| Q2 25 | — | 36.3% | ||
| Q1 25 | — | 34.2% | ||
| Q4 24 | — | 34.3% | ||
| Q3 24 | — | 33.6% | ||
| Q2 24 | — | 33.6% |
营业利润率ACGLAPH
| Q1 26 | — | 24.0% | ||
| Q4 25 | — | 26.8% | ||
| Q3 25 | — | 27.5% | ||
| Q2 25 | — | 25.1% | ||
| Q1 25 | — | 21.3% | ||
| Q4 24 | — | 22.1% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 19.4% |
净利率ACGLAPH
| Q1 26 | 23.2% | 12.4% | ||
| Q4 25 | 25.1% | 18.6% | ||
| Q3 25 | 26.4% | 20.1% | ||
| Q2 25 | 23.7% | 19.3% | ||
| Q1 25 | 12.3% | 15.3% | ||
| Q4 24 | 20.6% | 17.3% | ||
| Q3 24 | 20.9% | 15.0% | ||
| Q2 24 | 30.0% | 14.5% |
每股收益（稀释后）ACGLAPH
| Q1 26 | $2.88 | $0.72 | ||
| Q4 25 | $3.33 | $0.93 | ||
| Q3 25 | $3.56 | $0.97 | ||
| Q2 25 | $3.23 | $0.86 | ||
| Q1 25 | $1.48 | $0.58 | ||
| Q4 24 | $2.41 | $0.16 | ||
| Q3 24 | $2.56 | $0.48 | ||
| Q2 24 | $3.30 | $0.41 |
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 | $24.0M | $4.6B |
| 总债务越低越好 | — | $18.7B |
| 股东权益账面价值 | $24.2B | $14.1B |
| 总资产 | $81.4B | $42.1B |
| 负债/权益比越低杠杆越低 | — | 1.33× |
8季度趋势，按日历期对齐
现金及短期投资ACGLAPH
| Q1 26 | $24.0M | $4.6B | ||
| Q4 25 | $993.0M | $11.4B | ||
| Q3 25 | $1.1B | $3.9B | ||
| Q2 25 | $983.0M | $3.2B | ||
| Q1 25 | $1.2B | $1.7B | ||
| Q4 24 | $979.0M | $3.3B | ||
| Q3 24 | $1.0B | $1.6B | ||
| Q2 24 | $1.0B | $1.3B |
总债务ACGLAPH
| Q1 26 | — | $18.7B | ||
| Q4 25 | — | $14.6B | ||
| Q3 25 | — | $7.1B | ||
| Q2 25 | — | $7.1B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | $6.5B | ||
| Q3 24 | — | $5.1B | ||
| Q2 24 | — | $5.0B |
股东权益ACGLAPH
| Q1 26 | $24.2B | $14.1B | ||
| Q4 25 | $24.2B | $13.4B | ||
| Q3 25 | $23.7B | $12.5B | ||
| Q2 25 | $23.0B | $11.5B | ||
| Q1 25 | $21.5B | $10.3B | ||
| Q4 24 | $20.8B | $9.8B | ||
| Q3 24 | $22.3B | $9.5B | ||
| Q2 24 | $20.7B | $9.0B |
总资产ACGLAPH
| Q1 26 | $81.4B | $42.1B | ||
| Q4 25 | $79.2B | $36.2B | ||
| Q3 25 | $79.2B | $27.1B | ||
| Q2 25 | $78.8B | $25.7B | ||
| Q1 25 | $75.2B | $22.9B | ||
| Q4 24 | $70.9B | $21.4B | ||
| Q3 24 | $73.7B | $19.6B | ||
| Q2 24 | $65.5B | $18.6B |
负债/权益比ACGLAPH
| Q1 26 | — | 1.33× | ||
| Q4 25 | — | 1.09× | ||
| Q3 25 | — | 0.57× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.66× | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | 0.56× |
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 | $1.2B | $1.1B |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 3.8% |
| 现金转化率经营现金流/净利润 | 1.13× | 1.19× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ACGLAPH
| Q1 26 | $1.2B | $1.1B | ||
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $2.2B | $1.5B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.5B | $764.9M | ||
| Q4 24 | $1.6B | $847.1M | ||
| Q3 24 | $2.0B | $704.0M | ||
| Q2 24 | $1.5B | $664.1M |
自由现金流ACGLAPH
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $1.1B | $1.1B | ||
| Q1 25 | $1.4B | $576.3M | ||
| Q4 24 | $1.6B | $647.3M | ||
| Q3 24 | $2.0B | $474.0M | ||
| Q2 24 | $1.5B | $522.8M |
自由现金流率ACGLAPH
| Q1 26 | — | — | ||
| Q4 25 | 28.2% | 22.8% | ||
| Q3 25 | 42.6% | 19.6% | ||
| Q2 25 | 21.3% | 19.8% | ||
| Q1 25 | 31.0% | 12.0% | ||
| Q4 24 | 34.3% | 15.0% | ||
| Q3 24 | 42.5% | 11.7% | ||
| Q2 24 | 35.6% | 14.5% |
资本支出强度ACGLAPH
| Q1 26 | — | 3.8% | ||
| Q4 25 | 0.2% | 3.9% | ||
| Q3 25 | 0.2% | 4.2% | ||
| Q2 25 | 0.2% | 5.3% | ||
| Q1 25 | 0.2% | 3.9% | ||
| Q4 24 | 0.3% | 4.6% | ||
| Q3 24 | 0.3% | 5.7% | ||
| Q2 24 | 0.3% | 3.9% |
现金转化率ACGLAPH
| Q1 26 | 1.13× | 1.19× | ||
| Q4 25 | 1.13× | 1.44× | ||
| Q3 25 | 1.62× | 1.18× | ||
| Q2 25 | 0.91× | 1.30× | ||
| Q1 25 | 2.54× | 1.04× | ||
| Q4 24 | 1.68× | 1.14× | ||
| Q3 24 | 2.04× | 1.16× | ||
| Q2 24 | 1.20× | 1.27× |
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
ACGL
暂无分部数据
APH
| Communications Solutions | $4.5B | 60% |
| Harsh Environment Solutions | $1.7B | 22% |
| Interconnect and Sensor Systems | $1.4B | 18% |
