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Arch Capital Group（ACGL）与阿特斯（CSIQ）财务数据对比。点击上方公司名可切换其他公司
Arch Capital Group的季度营收约是阿特斯的1.0倍（$4.5B vs $4.5B），Arch Capital Group净利率更高（23.2% vs 1.3%，领先21.9%）
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。
阿特斯是全球领先的可再生能源企业，总部位于加拿大安大略省基奇纳。核心业务涵盖光伏组件制造、电池储能解决方案供应，以及大型公用事业级太阳能电站与储能项目的开发，业务布局覆盖全球主要能源市场。
ACGL vs CSIQ — 直观对比
营收规模更大
ACGL
是对方的1.0倍
$4.5B
净利率更高
ACGL
高出21.9%
1.3%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $4.5B |
| 净利润 | $1.0B | $57.6M |
| 毛利率 | — | 17.5% |
| 营业利润率 | — | 2.2% |
| 净利率 | 23.2% | 1.3% |
| 营收同比 | -3.3% | — |
| 净利润同比 | 82.4% | — |
| 每股收益（稀释后） | $2.88 | — |
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ACGLCSIQ
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.9B | — | ||
| Q3 25 | $5.1B | $4.5B | ||
| Q2 25 | $5.2B | $3.0B | ||
| Q1 25 | $4.7B | $1.3B | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $4.7B | $5.9B | ||
| Q2 24 | $4.2B | $4.1B |
净利润ACGLCSIQ
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.4B | $57.6M | ||
| Q2 25 | $1.2B | $63.6M | ||
| Q1 25 | $574.0M | $36.2M | ||
| Q4 24 | $935.0M | — | ||
| Q3 24 | $988.0M | $366.8M | ||
| Q2 24 | $1.3B | $304.4M |
毛利率ACGLCSIQ
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 17.5% | ||
| Q2 25 | — | 18.0% | ||
| Q1 25 | — | 19.0% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 18.0% | ||
| Q2 24 | — | 18.7% |
营业利润率ACGLCSIQ
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 7.7% | ||
| Q2 24 | — | 9.1% |
净利率ACGLCSIQ
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.1% | — | ||
| Q3 25 | 26.4% | 1.3% | ||
| Q2 25 | 23.7% | 2.1% | ||
| Q1 25 | 12.3% | 2.7% | ||
| Q4 24 | 20.6% | — | ||
| Q3 24 | 20.9% | 6.2% | ||
| Q2 24 | 30.0% | 7.5% |
每股收益（稀释后）ACGLCSIQ
| Q1 26 | $2.88 | — | ||
| Q4 25 | $3.33 | — | ||
| Q3 25 | $3.56 | — | ||
| Q2 25 | $3.23 | — | ||
| Q1 25 | $1.48 | — | ||
| Q4 24 | $2.41 | — | ||
| Q3 24 | $2.56 | — | ||
| Q2 24 | $3.30 | — |
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 | $1.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $24.2B | $3.9B |
| 总资产 | $81.4B | $13.5B |
| 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ACGLCSIQ
| Q1 26 | $24.0M | — | ||
| Q4 25 | $993.0M | — | ||
| Q3 25 | $1.1B | $1.7B | ||
| Q2 25 | $983.0M | $1.7B | ||
| Q1 25 | $1.2B | $1.7B | ||
| Q4 24 | $979.0M | — | ||
| Q3 24 | $1.0B | $1.9B | ||
| Q2 24 | $1.0B | $1.9B |
股东权益ACGLCSIQ
| Q1 26 | $24.2B | — | ||
| Q4 25 | $24.2B | — | ||
| Q3 25 | $23.7B | $3.9B | ||
| Q2 25 | $23.0B | $3.9B | ||
| Q1 25 | $21.5B | $3.9B | ||
| Q4 24 | $20.8B | — | ||
| Q3 24 | $22.3B | $3.7B | ||
| Q2 24 | $20.7B | $3.7B |
总资产ACGLCSIQ
| Q1 26 | $81.4B | — | ||
| Q4 25 | $79.2B | — | ||
| Q3 25 | $79.2B | $13.5B | ||
| Q2 25 | $78.8B | $13.5B | ||
| Q1 25 | $75.2B | $13.5B | ||
| Q4 24 | $70.9B | — | ||
| Q3 24 | $73.7B | $11.9B | ||
| Q2 24 | $65.5B | $11.9B |
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 | $-187.7M |
| 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 | — | — |
| 现金转化率经营现金流/净利润 | 1.13× | -3.26× |
| 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ACGLCSIQ
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | $2.2B | $-187.7M | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $1.5B | — |
自由现金流ACGLCSIQ
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $1.5B | — |
自由现金流率ACGLCSIQ
| Q1 26 | — | — | ||
| Q4 25 | 28.2% | — | ||
| Q3 25 | 42.6% | — | ||
| Q2 25 | 21.3% | — | ||
| Q1 25 | 31.0% | — | ||
| Q4 24 | 34.3% | — | ||
| Q3 24 | 42.5% | — | ||
| Q2 24 | 35.6% | — |
资本支出强度ACGLCSIQ
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | 0.3% | — |
现金转化率ACGLCSIQ
| Q1 26 | 1.13× | — | ||
| Q4 25 | 1.13× | — | ||
| Q3 25 | 1.62× | -3.26× | ||
| Q2 25 | 0.91× | — | ||
| Q1 25 | 2.54× | — | ||
| Q4 24 | 1.68× | — | ||
| Q3 24 | 2.04× | — | ||
| Q2 24 | 1.20× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
