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Arch Capital Group（ACGL）与艾仕得（AXTA）财务数据对比。点击上方公司名可切换其他公司
Arch Capital Group的季度营收约是艾仕得的3.6倍（$4.5B vs $1.3B），Arch Capital Group净利率更高（23.2% vs 4.8%，领先18.4%），Arch Capital Group同比增速更快（-3.3% vs -3.7%），过去两年Arch Capital Group的营收复合增速更高（3.4% vs -1.2%）
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。
艾仕得是源自美国的专业涂料供应商，总部位于宾夕法尼亚州费城，注册地为百慕大。公司主营乘用车、商用车、工业场景及修补用途涂料的研发与生产，业务覆盖全球130个国家，拥有近1.3万名员工，服务超10万家客户。
ACGL vs AXTA — 直观对比
营收规模更大
ACGL
是对方的3.6倍
$1.3B
营收增速更快
ACGL
高出0.5%
-3.7%
净利率更高
ACGL
高出18.4%
4.8%
两年增速更快
ACGL
近两年复合增速
-1.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $1.3B |
| 净利润 | $1.0B | $60.0M |
| 毛利率 | — | 33.4% |
| 营业利润率 | — | 12.8% |
| 净利率 | 23.2% | 4.8% |
| 营收同比 | -3.3% | -3.7% |
| 净利润同比 | 82.4% | -56.2% |
| 每股收益（稀释后） | $2.88 | $0.28 |
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ACGLAXTA
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.9B | $1.3B | ||
| Q3 25 | $5.1B | $1.3B | ||
| Q2 25 | $5.2B | $1.3B | ||
| Q1 25 | $4.7B | $1.3B | ||
| Q4 24 | $4.5B | $1.3B | ||
| Q3 24 | $4.7B | $1.3B | ||
| Q2 24 | $4.2B | $1.4B |
净利润ACGLAXTA
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.2B | $60.0M | ||
| Q3 25 | $1.4B | $110.0M | ||
| Q2 25 | $1.2B | $109.0M | ||
| Q1 25 | $574.0M | $99.0M | ||
| Q4 24 | $935.0M | $137.0M | ||
| Q3 24 | $988.0M | $101.0M | ||
| Q2 24 | $1.3B | $112.0M |
毛利率ACGLAXTA
| Q1 26 | — | — | ||
| Q4 25 | — | 33.4% | ||
| Q3 25 | — | 34.9% | ||
| Q2 25 | — | 35.0% | ||
| Q1 25 | — | 34.3% | ||
| Q4 24 | — | 34.1% | ||
| Q3 24 | — | 35.0% | ||
| Q2 24 | — | 34.0% |
营业利润率ACGLAXTA
| Q1 26 | — | — | ||
| Q4 25 | — | 12.8% | ||
| Q3 25 | — | 15.8% | ||
| Q2 25 | — | 14.8% | ||
| Q1 25 | — | 13.9% | ||
| Q4 24 | — | 14.3% | ||
| Q3 24 | — | 14.6% | ||
| Q2 24 | — | 15.2% |
净利率ACGLAXTA
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.1% | 4.8% | ||
| Q3 25 | 26.4% | 8.5% | ||
| Q2 25 | 23.7% | 8.4% | ||
| Q1 25 | 12.3% | 7.8% | ||
| Q4 24 | 20.6% | 10.5% | ||
| Q3 24 | 20.9% | 7.7% | ||
| Q2 24 | 30.0% | 8.3% |
每股收益（稀释后）ACGLAXTA
| Q1 26 | $2.88 | — | ||
| Q4 25 | $3.33 | $0.28 | ||
| Q3 25 | $3.56 | $0.51 | ||
| Q2 25 | $3.23 | $0.50 | ||
| Q1 25 | $1.48 | $0.45 | ||
| Q4 24 | $2.41 | $0.63 | ||
| Q3 24 | $2.56 | $0.46 | ||
| Q2 24 | $3.30 | $0.51 |
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 | $657.0M |
| 总债务越低越好 | — | $3.2B |
| 股东权益账面价值 | $24.2B | $2.3B |
| 总资产 | $81.4B | $7.6B |
| 负债/权益比越低杠杆越低 | — | 1.36× |
8季度趋势，按日历期对齐
现金及短期投资ACGLAXTA
| Q1 26 | $24.0M | — | ||
| Q4 25 | $993.0M | $657.0M | ||
| Q3 25 | $1.1B | $606.0M | ||
| Q2 25 | $983.0M | $625.0M | ||
| Q1 25 | $1.2B | $575.0M | ||
| Q4 24 | $979.0M | $593.0M | ||
| Q3 24 | $1.0B | $567.0M | ||
| Q2 24 | $1.0B | $840.0M |
总债务ACGLAXTA
| Q1 26 | — | — | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | — | $3.4B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.5B | ||
| Q2 24 | — | $3.6B |
股东权益ACGLAXTA
| Q1 26 | $24.2B | — | ||
| Q4 25 | $24.2B | $2.3B | ||
| Q3 25 | $23.7B | $2.3B | ||
| Q2 25 | $23.0B | $2.3B | ||
| Q1 25 | $21.5B | $2.1B | ||
| Q4 24 | $20.8B | $1.9B | ||
| Q3 24 | $22.3B | $1.9B | ||
| Q2 24 | $20.7B | $1.8B |
总资产ACGLAXTA
| Q1 26 | $81.4B | — | ||
| Q4 25 | $79.2B | $7.6B | ||
| Q3 25 | $79.2B | $7.8B | ||
| Q2 25 | $78.8B | $7.8B | ||
| Q1 25 | $75.2B | $7.4B | ||
| Q4 24 | $70.9B | $7.2B | ||
| Q3 24 | $73.7B | $7.5B | ||
| Q2 24 | $65.5B | $7.3B |
负债/权益比ACGLAXTA
| Q1 26 | — | — | ||
| Q4 25 | — | 1.36× | ||
| Q3 25 | — | 1.48× | ||
| Q2 25 | — | 1.50× | ||
| Q1 25 | — | 1.64× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 1.84× | ||
| Q2 24 | — | 2.02× |
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 | $344.0M |
| 自由现金流经营现金流 - 资本支出 | — | $286.0M |
| 自由现金流率自由现金流/营收 | — | 22.7% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 现金转化率经营现金流/净利润 | 1.13× | 5.73× |
| 过去12个月自由现金流最近4个季度 | — | $453.0M |
8季度趋势，按日历期对齐
经营现金流ACGLAXTA
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.4B | $344.0M | ||
| Q3 25 | $2.2B | $137.0M | ||
| Q2 25 | $1.1B | $142.0M | ||
| Q1 25 | $1.5B | $26.0M | ||
| Q4 24 | $1.6B | $234.0M | ||
| Q3 24 | $2.0B | $194.0M | ||
| Q2 24 | $1.5B | $114.0M |
自由现金流ACGLAXTA
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $286.0M | ||
| Q3 25 | $2.2B | $87.0M | ||
| Q2 25 | $1.1B | $97.0M | ||
| Q1 25 | $1.4B | $-17.0M | ||
| Q4 24 | $1.6B | $172.0M | ||
| Q3 24 | $2.0B | $161.0M | ||
| Q2 24 | $1.5B | $91.0M |
自由现金流率ACGLAXTA
| Q1 26 | — | — | ||
| Q4 25 | 28.2% | 22.7% | ||
| Q3 25 | 42.6% | 6.8% | ||
| Q2 25 | 21.3% | 7.4% | ||
| Q1 25 | 31.0% | -1.3% | ||
| Q4 24 | 34.3% | 13.1% | ||
| Q3 24 | 42.5% | 12.2% | ||
| Q2 24 | 35.6% | 6.7% |
资本支出强度ACGLAXTA
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 4.6% | ||
| Q3 25 | 0.2% | 3.9% | ||
| Q2 25 | 0.2% | 3.4% | ||
| Q1 25 | 0.2% | 3.4% | ||
| Q4 24 | 0.3% | 4.7% | ||
| Q3 24 | 0.3% | 2.5% | ||
| Q2 24 | 0.3% | 1.7% |
现金转化率ACGLAXTA
| Q1 26 | 1.13× | — | ||
| Q4 25 | 1.13× | 5.73× | ||
| Q3 25 | 1.62× | 1.25× | ||
| Q2 25 | 0.91× | 1.30× | ||
| Q1 25 | 2.54× | 0.26× | ||
| Q4 24 | 1.68× | 1.71× | ||
| Q3 24 | 2.04× | 1.92× | ||
| Q2 24 | 1.20× | 1.02× |
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
AXTA
| Refinish | $509.0M | 40% |
| Light Vehicle | $372.0M | 29% |
| Industrial | $282.0M | 22% |
| Commercial Vehicle | $99.0M | 8% |
