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Arch Capital Group（ACGL）与波尔公司（BALL）财务数据对比。点击上方公司名可切换其他公司
Arch Capital Group的季度营收约是波尔公司的1.3倍（$4.5B vs $3.6B），Arch Capital Group净利率更高（23.2% vs 5.7%，领先17.5%），波尔公司同比增速更快（16.3% vs -3.3%），过去两年波尔公司的营收复合增速更高（10.3% 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。
波尔公司是全球领先的可持续铝制包装解决方案供应商，为饮料、个护、家居产品领域的品牌提供创新包装产品，同时旗下航空航天板块为政府及商业客户提供先进技术、系统与相关服务，全业务线高度重视环保责任与产品可靠性。
ACGL vs BALL — 直观对比
营收规模更大
ACGL
是对方的1.3倍
$3.6B
营收增速更快
BALL
高出19.6%
-3.3%
净利率更高
ACGL
高出17.5%
5.7%
两年增速更快
BALL
近两年复合增速
3.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $3.6B |
| 净利润 | $1.0B | $205.0M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 23.2% | 5.7% |
| 营收同比 | -3.3% | 16.3% |
| 净利润同比 | 82.4% | 14.5% |
| 每股收益（稀释后） | $2.88 | $0.77 |
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ACGLBALL
| Q1 26 | $4.5B | $3.6B | ||
| Q4 25 | $4.9B | $3.3B | ||
| Q3 25 | $5.1B | $3.4B | ||
| Q2 25 | $5.2B | $3.3B | ||
| Q1 25 | $4.7B | $3.1B | ||
| Q4 24 | $4.5B | $2.9B | ||
| Q3 24 | $4.7B | $3.1B | ||
| Q2 24 | $4.2B | $3.0B |
净利润ACGLBALL
| Q1 26 | $1.0B | $205.0M | ||
| Q4 25 | $1.2B | $200.0M | ||
| Q3 25 | $1.4B | $321.0M | ||
| Q2 25 | $1.2B | $215.0M | ||
| Q1 25 | $574.0M | $179.0M | ||
| Q4 24 | $935.0M | $-30.0M | ||
| Q3 24 | $988.0M | $199.0M | ||
| Q2 24 | $1.3B | $159.0M |
毛利率ACGLBALL
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 17.7% | ||
| Q2 24 | — | 16.5% |
营业利润率ACGLBALL
| Q1 26 | — | — | ||
| Q4 25 | — | 7.2% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | — | 8.0% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 7.4% | ||
| Q2 24 | — | 6.8% |
净利率ACGLBALL
| Q1 26 | 23.2% | 5.7% | ||
| Q4 25 | 25.1% | 6.0% | ||
| Q3 25 | 26.4% | 9.5% | ||
| Q2 25 | 23.7% | 6.4% | ||
| Q1 25 | 12.3% | 5.8% | ||
| Q4 24 | 20.6% | -1.0% | ||
| Q3 24 | 20.9% | 6.5% | ||
| Q2 24 | 30.0% | 5.4% |
每股收益（稀释后）ACGLBALL
| Q1 26 | $2.88 | $0.77 | ||
| Q4 25 | $3.33 | $0.73 | ||
| Q3 25 | $3.56 | $1.18 | ||
| Q2 25 | $3.23 | $0.76 | ||
| Q1 25 | $1.48 | $0.63 | ||
| Q4 24 | $2.41 | $0.23 | ||
| Q3 24 | $2.56 | $0.65 | ||
| 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 | $730.0M |
| 总债务越低越好 | — | $7.0B |
| 股东权益账面价值 | $24.2B | $5.6B |
| 总资产 | $81.4B | $19.8B |
| 负债/权益比越低杠杆越低 | — | 1.25× |
8季度趋势，按日历期对齐
现金及短期投资ACGLBALL
| Q1 26 | $24.0M | $730.0M | ||
| Q4 25 | $993.0M | $1.2B | ||
| Q3 25 | $1.1B | $568.0M | ||
| Q2 25 | $983.0M | $296.0M | ||
| Q1 25 | $1.2B | $449.0M | ||
| Q4 24 | $979.0M | $885.0M | ||
| Q3 24 | $1.0B | $1.4B | ||
| Q2 24 | $1.0B | $1.3B |
总债务ACGLBALL
| Q1 26 | — | $7.0B | ||
| Q4 25 | — | $7.0B | ||
| Q3 25 | — | $6.9B | ||
| Q2 25 | — | $6.5B | ||
| Q1 25 | — | $6.1B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | $5.4B | ||
| Q2 24 | — | $5.5B |
股东权益ACGLBALL
| Q1 26 | $24.2B | $5.6B | ||
| Q4 25 | $24.2B | $5.4B | ||
| Q3 25 | $23.7B | $5.4B | ||
| Q2 25 | $23.0B | $5.2B | ||
| Q1 25 | $21.5B | $5.5B | ||
| Q4 24 | $20.8B | $5.9B | ||
| Q3 24 | $22.3B | $6.7B | ||
| Q2 24 | $20.7B | $6.9B |
总资产ACGLBALL
| Q1 26 | $81.4B | $19.8B | ||
| Q4 25 | $79.2B | $19.5B | ||
| Q3 25 | $79.2B | $18.7B | ||
| Q2 25 | $78.8B | $18.6B | ||
| Q1 25 | $75.2B | $18.0B | ||
| Q4 24 | $70.9B | $17.6B | ||
| Q3 24 | $73.7B | $18.8B | ||
| Q2 24 | $65.5B | $19.0B |
负债/权益比ACGLBALL
| Q1 26 | — | 1.25× | ||
| Q4 25 | — | 1.29× | ||
| Q3 25 | — | 1.26× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 1.12× | ||
| Q4 24 | — | 0.91× | ||
| Q3 24 | — | 0.80× | ||
| Q2 24 | — | 0.80× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | $-938.0M |
| 自由现金流率自由现金流/营收 | — | -26.0% |
| 资本支出强度资本支出/营收 | — | 4.5% |
| 现金转化率经营现金流/净利润 | 1.13× | — |
| 过去12个月自由现金流最近4个季度 | — | $596.0M |
8季度趋势，按日历期对齐
经营现金流ACGLBALL
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $2.2B | $384.0M | ||
| Q2 25 | $1.1B | $332.0M | ||
| Q1 25 | $1.5B | $-665.0M | ||
| Q4 24 | $1.6B | $500.0M | ||
| Q3 24 | $2.0B | $610.0M | ||
| Q2 24 | $1.5B | $252.0M |
自由现金流ACGLBALL
| Q1 26 | — | $-938.0M | ||
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $2.2B | $257.0M | ||
| Q2 25 | $1.1B | $236.0M | ||
| Q1 25 | $1.4B | $-746.0M | ||
| Q4 24 | $1.6B | $393.0M | ||
| Q3 24 | $2.0B | $493.0M | ||
| Q2 24 | $1.5B | $146.0M |
自由现金流率ACGLBALL
| Q1 26 | — | -26.0% | ||
| Q4 25 | 28.2% | 31.1% | ||
| Q3 25 | 42.6% | 7.6% | ||
| Q2 25 | 21.3% | 7.1% | ||
| Q1 25 | 31.0% | -24.1% | ||
| Q4 24 | 34.3% | 13.6% | ||
| Q3 24 | 42.5% | 16.0% | ||
| Q2 24 | 35.6% | 4.9% |
资本支出强度ACGLBALL
| Q1 26 | — | 4.5% | ||
| Q4 25 | 0.2% | 5.1% | ||
| Q3 25 | 0.2% | 3.8% | ||
| Q2 25 | 0.2% | 2.9% | ||
| Q1 25 | 0.2% | 2.6% | ||
| Q4 24 | 0.3% | 3.7% | ||
| Q3 24 | 0.3% | 3.8% | ||
| Q2 24 | 0.3% | 3.6% |
现金转化率ACGLBALL
| Q1 26 | 1.13× | — | ||
| Q4 25 | 1.13× | 6.05× | ||
| Q3 25 | 1.62× | 1.20× | ||
| Q2 25 | 0.91× | 1.54× | ||
| Q1 25 | 2.54× | -3.72× | ||
| Q4 24 | 1.68× | — | ||
| Q3 24 | 2.04× | 3.07× | ||
| Q2 24 | 1.20× | 1.58× |
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
BALL
| Beverage packaging, North and Central America | $1.8B | 49% |
| Beverage packaging, EMEA | $1.1B | 31% |
| Beverage packaging, South America | $585.0M | 16% |
| Other | $131.0M | 4% |
