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Arch Capital Group(ACGL)与丹麦皇冠(CCK)财务数据对比。点击上方公司名可切换其他公司
Arch Capital Group的季度营收约是丹麦皇冠的1.4倍($4.5B vs $3.3B),Arch Capital Group净利率更高(23.2% vs 6.3%,领先16.8%),丹麦皇冠同比增速更快(12.9% vs -3.3%),过去两年丹麦皇冠的营收复合增速更高(3.5% 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。
丹麦皇冠是来自丹麦的国际化食品企业,核心业务涵盖生猪、肉牛的屠宰加工及销售,旗下拥有多家子公司,业务覆盖食品行业多品类产品领域,首席执行官为尼尔斯·迪达尔,总部位于兰讷斯。
ACGL vs CCK — 直观对比
营收规模更大
ACGL
是对方的1.4倍
$3.3B
营收增速更快
CCK
高出16.1%
-3.3%
净利率更高
ACGL
高出16.8%
6.3%
两年增速更快
CCK
近两年复合增速
3.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $4.5B | $3.3B |
| 净利润 | $1.0B | $206.0M |
| 毛利率 | — | — |
| 营业利润率 | — | 11.2% |
| 净利率 | 23.2% | 6.3% |
| 营收同比 | -3.3% | 12.9% |
| 净利润同比 | 82.4% | -9.3% |
| 每股收益(稀释后) | $2.88 | $175.00 |
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
ACGL
CCK
| Q1 26 | $4.5B | $3.3B | ||
| Q4 25 | $4.9B | $3.1B | ||
| Q3 25 | $5.1B | $3.2B | ||
| Q2 25 | $5.2B | $3.1B | ||
| Q1 25 | $4.7B | $2.9B | ||
| Q4 24 | $4.5B | $2.9B | ||
| Q3 24 | $4.7B | $3.1B | ||
| Q2 24 | $4.2B | $3.0B |
净利润
ACGL
CCK
| Q1 26 | $1.0B | $206.0M | ||
| Q4 25 | $1.2B | $150.0M | ||
| Q3 25 | $1.4B | $214.0M | ||
| Q2 25 | $1.2B | $181.0M | ||
| Q1 25 | $574.0M | $193.0M | ||
| Q4 24 | $935.0M | $358.0M | ||
| Q3 24 | $988.0M | $-175.0M | ||
| Q2 24 | $1.3B | $174.0M |
营业利润率
ACGL
CCK
| Q1 26 | — | 11.2% | ||
| Q4 25 | — | 12.0% | ||
| Q3 25 | — | 13.2% | ||
| Q2 25 | — | 12.4% | ||
| Q1 25 | — | 12.6% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 14.4% | ||
| Q2 24 | — | 12.5% |
净利率
ACGL
CCK
| Q1 26 | 23.2% | 6.3% | ||
| Q4 25 | 25.1% | 4.8% | ||
| Q3 25 | 26.4% | 6.7% | ||
| Q2 25 | 23.7% | 5.7% | ||
| Q1 25 | 12.3% | 6.7% | ||
| Q4 24 | 20.6% | 12.3% | ||
| Q3 24 | 20.9% | -5.7% | ||
| Q2 24 | 30.0% | 5.7% |
每股收益(稀释后)
ACGL
CCK
| Q1 26 | $2.88 | $175.00 | ||
| Q4 25 | $3.33 | $1.32 | ||
| Q3 25 | $3.56 | $1.85 | ||
| Q2 25 | $3.23 | $1.56 | ||
| Q1 25 | $1.48 | $1.65 | ||
| Q4 24 | $2.41 | $3.01 | ||
| Q3 24 | $2.56 | $-1.47 | ||
| Q2 24 | $3.30 | $1.45 |
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 | $584.0M |
| 总债务越低越好 | — | $53.0M |
| 股东权益账面价值 | $24.2B | $3.4B |
| 总资产 | $81.4B | $14.3B |
| 负债/权益比越低杠杆越低 | — | 0.02× |
8季度趋势,按日历期对齐
现金及短期投资
ACGL
CCK
| Q1 26 | $24.0M | $584.0M | ||
| Q4 25 | $993.0M | $764.0M | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $983.0M | $936.0M | ||
| Q1 25 | $1.2B | $779.0M | ||
| Q4 24 | $979.0M | $918.0M | ||
| Q3 24 | $1.0B | $1.7B | ||
| Q2 24 | $1.0B | $1.4B |
总债务
ACGL
CCK
| Q1 26 | — | $53.0M | ||
| Q4 25 | — | $5.9B | ||
| Q3 25 | — | $6.2B | ||
| Q2 25 | — | $6.3B | ||
| Q1 25 | — | $6.2B | ||
| Q4 24 | — | $6.1B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $7.3B |
股东权益
ACGL
CCK
| Q1 26 | $24.2B | $3.4B | ||
| Q4 25 | $24.2B | $3.0B | ||
| Q3 25 | $23.7B | $3.0B | ||
| Q2 25 | $23.0B | $2.9B | ||
| Q1 25 | $21.5B | $2.7B | ||
| Q4 24 | $20.8B | $2.8B | ||
| Q3 24 | $22.3B | $2.5B | ||
| Q2 24 | $20.7B | $2.5B |
总资产
ACGL
CCK
| Q1 26 | $81.4B | $14.3B | ||
| Q4 25 | $79.2B | $14.3B | ||
| Q3 25 | $79.2B | $14.6B | ||
| Q2 25 | $78.8B | $14.5B | ||
| Q1 25 | $75.2B | $13.8B | ||
| Q4 24 | $70.9B | $13.8B | ||
| Q3 24 | $73.7B | $15.1B | ||
| Q2 24 | $65.5B | $14.9B |
负债/权益比
ACGL
CCK
| Q1 26 | — | 0.02× | ||
| Q4 25 | — | 1.96× | ||
| Q3 25 | — | 2.07× | ||
| Q2 25 | — | 2.18× | ||
| Q1 25 | — | 2.31× | ||
| Q4 24 | — | 2.23× | ||
| Q3 24 | — | 2.93× | ||
| Q2 24 | — | 2.92× |
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 | — | $-129.0M |
| 自由现金流率自由现金流/营收 | — | -4.0% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 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 | — | $1.0B |
8季度趋势,按日历期对齐
经营现金流
ACGL
CCK
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.4B | $487.0M | ||
| Q3 25 | $2.2B | $580.0M | ||
| Q2 25 | $1.1B | $449.0M | ||
| Q1 25 | $1.5B | $14.0M | ||
| Q4 24 | $1.6B | $295.0M | ||
| Q3 24 | $2.0B | $554.0M | ||
| Q2 24 | $1.5B | $445.0M |
自由现金流
ACGL
CCK
| Q1 26 | — | $-129.0M | ||
| Q4 25 | $1.4B | $255.0M | ||
| Q3 25 | $2.2B | $488.0M | ||
| Q2 25 | $1.1B | $393.0M | ||
| Q1 25 | $1.4B | $-19.0M | ||
| Q4 24 | $1.6B | $146.0M | ||
| Q3 24 | $2.0B | $478.0M | ||
| Q2 24 | $1.5B | $361.0M |
自由现金流率
ACGL
CCK
| Q1 26 | — | -4.0% | ||
| Q4 25 | 28.2% | 8.2% | ||
| Q3 25 | 42.6% | 15.2% | ||
| Q2 25 | 21.3% | 12.5% | ||
| Q1 25 | 31.0% | -0.7% | ||
| Q4 24 | 34.3% | 5.0% | ||
| Q3 24 | 42.5% | 15.5% | ||
| Q2 24 | 35.6% | 11.9% |
资本支出强度
ACGL
CCK
| Q1 26 | — | 2.7% | ||
| Q4 25 | 0.2% | 7.4% | ||
| Q3 25 | 0.2% | 2.9% | ||
| Q2 25 | 0.2% | 1.8% | ||
| Q1 25 | 0.2% | 1.1% | ||
| Q4 24 | 0.3% | 5.1% | ||
| Q3 24 | 0.3% | 2.5% | ||
| Q2 24 | 0.3% | 2.8% |
现金转化率
ACGL
CCK
| Q1 26 | 1.13× | — | ||
| Q4 25 | 1.13× | 3.25× | ||
| Q3 25 | 1.62× | 2.71× | ||
| Q2 25 | 0.91× | 2.48× | ||
| Q1 25 | 2.54× | 0.07× | ||
| Q4 24 | 1.68× | 0.82× | ||
| Q3 24 | 2.04× | — | ||
| Q2 24 | 1.20× | 2.56× |
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
CCK
| Americas Beverage | $1.5B | 47% |
| European Beverage | $588.0M | 18% |
| Transit Packaging | $496.0M | 15% |
| Other | $342.0M | 10% |
| Asia Pacific | $303.0M | 9% |