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Arch Capital Group（ACGL）与安富利（AVT）财务数据对比。点击上方公司名可切换其他公司
安富利的季度营收约是Arch Capital Group的1.4倍（$6.3B vs $4.5B），Arch Capital Group净利率更高（23.2% vs 1.0%，领先22.2%），安富利同比增速更快（11.6% vs -3.3%），过去两年安富利的营收复合增速更高（5.7% 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。
安富利是全球知名的电子元器件分销商，总部位于美国亚利桑那州凤凰城，由查尔斯·安富利于1921年创立，最初起步于曼哈顿无线电街。1955年公司正式注册成立，1961年在纽约证券交易所上市，2018年5月8日转至纳斯达克挂牌交易，股票代码仍为AVT。
ACGL vs AVT — 直观对比
营收规模更大
AVT
是对方的1.4倍
$4.5B
营收增速更快
AVT
高出14.8%
-3.3%
净利率更高
ACGL
高出22.2%
1.0%
两年增速更快
AVT
近两年复合增速
3.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $6.3B |
| 净利润 | $1.0B | $61.7M |
| 毛利率 | — | 10.5% |
| 营业利润率 | — | 2.3% |
| 净利率 | 23.2% | 1.0% |
| 营收同比 | -3.3% | 11.6% |
| 净利润同比 | 82.4% | -29.2% |
| 每股收益（稀释后） | $2.88 | $0.75 |
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ACGLAVT
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.9B | $6.3B | ||
| Q3 25 | $5.1B | $5.9B | ||
| Q2 25 | $5.2B | $5.6B | ||
| Q1 25 | $4.7B | $5.3B | ||
| Q4 24 | $4.5B | $5.7B | ||
| Q3 24 | $4.7B | $5.6B | ||
| Q2 24 | $4.2B | $5.6B |
净利润ACGLAVT
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.2B | $61.7M | ||
| Q3 25 | $1.4B | $51.7M | ||
| Q2 25 | $1.2B | $6.1M | ||
| Q1 25 | $574.0M | $87.9M | ||
| Q4 24 | $935.0M | $87.3M | ||
| Q3 24 | $988.0M | $59.0M | ||
| Q2 24 | $1.3B | $82.7M |
毛利率ACGLAVT
| Q1 26 | — | — | ||
| Q4 25 | — | 10.5% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | — | 10.6% | ||
| Q1 25 | — | 11.1% | ||
| Q4 24 | — | 10.5% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | — | 11.6% |
营业利润率ACGLAVT
| Q1 26 | — | — | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 2.4% | ||
| Q2 25 | — | 1.3% | ||
| Q1 25 | — | 2.7% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 3.0% |
净利率ACGLAVT
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.1% | 1.0% | ||
| Q3 25 | 26.4% | 0.9% | ||
| Q2 25 | 23.7% | 0.1% | ||
| Q1 25 | 12.3% | 1.7% | ||
| Q4 24 | 20.6% | 1.5% | ||
| Q3 24 | 20.9% | 1.1% | ||
| Q2 24 | 30.0% | 1.5% |
每股收益（稀释后）ACGLAVT
| Q1 26 | $2.88 | — | ||
| Q4 25 | $3.33 | $0.75 | ||
| Q3 25 | $3.56 | $0.61 | ||
| Q2 25 | $3.23 | $0.09 | ||
| Q1 25 | $1.48 | $1.01 | ||
| Q4 24 | $2.41 | $0.99 | ||
| Q3 24 | $2.56 | $0.66 | ||
| Q2 24 | $3.30 | $0.93 |
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 | $286.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $24.2B | $4.9B |
| 总资产 | $81.4B | $13.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ACGLAVT
| Q1 26 | $24.0M | — | ||
| Q4 25 | $993.0M | $286.5M | ||
| Q3 25 | $1.1B | $175.5M | ||
| Q2 25 | $983.0M | $192.4M | ||
| Q1 25 | $1.2B | $188.9M | ||
| Q4 24 | $979.0M | $172.1M | ||
| Q3 24 | $1.0B | $267.5M | ||
| Q2 24 | $1.0B | $310.9M |
股东权益ACGLAVT
| Q1 26 | $24.2B | — | ||
| Q4 25 | $24.2B | $4.9B | ||
| Q3 25 | $23.7B | $4.8B | ||
| Q2 25 | $23.0B | $5.0B | ||
| Q1 25 | $21.5B | $4.9B | ||
| Q4 24 | $20.8B | $4.8B | ||
| Q3 24 | $22.3B | $5.0B | ||
| Q2 24 | $20.7B | $4.9B |
总资产ACGLAVT
| Q1 26 | $81.4B | — | ||
| Q4 25 | $79.2B | $13.2B | ||
| Q3 25 | $79.2B | $12.4B | ||
| Q2 25 | $78.8B | $12.1B | ||
| Q1 25 | $75.2B | $11.7B | ||
| Q4 24 | $70.9B | $11.9B | ||
| Q3 24 | $73.7B | $12.6B | ||
| Q2 24 | $65.5B | $12.2B |
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 | $208.2M |
| 自由现金流经营现金流 - 资本支出 | — | $192.9M |
| 自由现金流率自由现金流/营收 | — | 3.1% |
| 资本支出强度资本支出/营收 | — | 0.2% |
| 现金转化率经营现金流/净利润 | 1.13× | 3.37× |
| 过去12个月自由现金流最近4个季度 | — | $217.7M |
8季度趋势，按日历期对齐
经营现金流ACGLAVT
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.4B | $208.2M | ||
| Q3 25 | $2.2B | $-144.6M | ||
| Q2 25 | $1.1B | $139.5M | ||
| Q1 25 | $1.5B | $140.9M | ||
| Q4 24 | $1.6B | $337.8M | ||
| Q3 24 | $2.0B | $106.3M | ||
| Q2 24 | $1.5B | $274.3M |
自由现金流ACGLAVT
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $192.9M | ||
| Q3 25 | $2.2B | $-169.2M | ||
| Q2 25 | $1.1B | $79.9M | ||
| Q1 25 | $1.4B | $114.1M | ||
| Q4 24 | $1.6B | $308.5M | ||
| Q3 24 | $2.0B | $74.5M | ||
| Q2 24 | $1.5B | $248.0M |
自由现金流率ACGLAVT
| Q1 26 | — | — | ||
| Q4 25 | 28.2% | 3.1% | ||
| Q3 25 | 42.6% | -2.9% | ||
| Q2 25 | 21.3% | 1.4% | ||
| Q1 25 | 31.0% | 2.1% | ||
| Q4 24 | 34.3% | 5.4% | ||
| Q3 24 | 42.5% | 1.3% | ||
| Q2 24 | 35.6% | 4.5% |
资本支出强度ACGLAVT
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 0.2% | ||
| Q3 25 | 0.2% | 0.4% | ||
| Q2 25 | 0.2% | 1.1% | ||
| Q1 25 | 0.2% | 0.5% | ||
| Q4 24 | 0.3% | 0.5% | ||
| Q3 24 | 0.3% | 0.6% | ||
| Q2 24 | 0.3% | 0.5% |
现金转化率ACGLAVT
| Q1 26 | 1.13× | — | ||
| Q4 25 | 1.13× | 3.37× | ||
| Q3 25 | 1.62× | -2.79× | ||
| Q2 25 | 0.91× | 22.91× | ||
| Q1 25 | 2.54× | 1.60× | ||
| Q4 24 | 1.68× | 3.87× | ||
| Q3 24 | 2.04× | 1.80× | ||
| Q2 24 | 1.20× | 3.32× |
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
AVT
| Electronic Components | $5.9B | 93% |
| Premier Farnell | $427.1M | 7% |
