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Arch Capital Group（ACGL）与福克斯集团（FOXA）财务数据对比。点击上方公司名可切换其他公司
福克斯集团的季度营收约是Arch Capital Group的1.1倍（$5.2B vs $4.5B），Arch Capital Group净利率更高（23.2% vs 4.8%，领先18.4%），福克斯集团同比增速更快（2.0% vs -3.3%），过去两年福克斯集团的营收复合增速更高（22.6% 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。
福克斯集团是美国跨国大众传媒企业，总部位于纽约曼哈顿中城美洲大道1211号，在加州伯班克也设有办公点。公司以威廉·福克斯命名，在特拉华州注册，2019年3月19日从21世纪福克斯分拆而来，承接后者的电视广播、新闻及体育业务，由拉克兰·默多克通过家族信托持有36%投票权实现控股。
ACGL vs FOXA — 直观对比
营收规模更大
FOXA
是对方的1.1倍
$4.5B
营收增速更快
FOXA
高出5.3%
-3.3%
净利率更高
ACGL
高出18.4%
4.8%
两年增速更快
FOXA
近两年复合增速
3.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $5.2B |
| 净利润 | $1.0B | $247.0M |
| 毛利率 | — | — |
| 营业利润率 | — | 6.2% |
| 净利率 | 23.2% | 4.8% |
| 营收同比 | -3.3% | 2.0% |
| 净利润同比 | 82.4% | -36.3% |
| 每股收益（稀释后） | $2.88 | $0.52 |
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ACGLFOXA
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.9B | $5.2B | ||
| Q3 25 | $5.1B | $3.7B | ||
| Q2 25 | $5.2B | $3.3B | ||
| Q1 25 | $4.7B | $4.4B | ||
| Q4 24 | $4.5B | $5.1B | ||
| Q3 24 | $4.7B | $3.6B | ||
| Q2 24 | $4.2B | $3.1B |
净利润ACGLFOXA
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.2B | $247.0M | ||
| Q3 25 | $1.4B | $609.0M | ||
| Q2 25 | $1.2B | $719.0M | ||
| Q1 25 | $574.0M | $354.0M | ||
| Q4 24 | $935.0M | $388.0M | ||
| Q3 24 | $988.0M | $832.0M | ||
| Q2 24 | $1.3B | $320.0M |
营业利润率ACGLFOXA
| Q1 26 | — | — | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 21.4% | ||
| Q2 25 | — | 29.2% | ||
| Q1 25 | — | 10.8% | ||
| Q4 24 | — | 10.1% | ||
| Q3 24 | — | 31.2% | ||
| Q2 24 | — | 14.6% |
净利率ACGLFOXA
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.1% | 4.8% | ||
| Q3 25 | 26.4% | 16.3% | ||
| Q2 25 | 23.7% | 21.9% | ||
| Q1 25 | 12.3% | 8.1% | ||
| Q4 24 | 20.6% | 7.6% | ||
| Q3 24 | 20.9% | 23.3% | ||
| Q2 24 | 30.0% | 10.3% |
每股收益（稀释后）ACGLFOXA
| Q1 26 | $2.88 | — | ||
| Q4 25 | $3.33 | $0.52 | ||
| Q3 25 | $3.56 | $1.32 | ||
| Q2 25 | $3.23 | $1.57 | ||
| Q1 25 | $1.48 | $0.75 | ||
| Q4 24 | $2.41 | $0.81 | ||
| Q3 24 | $2.56 | $1.78 | ||
| Q2 24 | $3.30 | $0.68 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $24.2B | $10.9B |
| 总资产 | $81.4B | $21.5B |
| 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ACGLFOXA
| Q1 26 | $24.0M | — | ||
| Q4 25 | $993.0M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $983.0M | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $979.0M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — |
总债务ACGLFOXA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $6.6B | ||
| Q2 25 | — | $6.6B | ||
| Q1 25 | — | $7.2B | ||
| Q4 24 | — | $7.2B | ||
| Q3 24 | — | $7.2B | ||
| Q2 24 | — | $7.2B |
股东权益ACGLFOXA
| Q1 26 | $24.2B | — | ||
| Q4 25 | $24.2B | $10.9B | ||
| Q3 25 | $23.7B | $12.2B | ||
| Q2 25 | $23.0B | $12.0B | ||
| Q1 25 | $21.5B | $11.5B | ||
| Q4 24 | $20.8B | $11.5B | ||
| Q3 24 | $22.3B | $11.3B | ||
| Q2 24 | $20.7B | $10.7B |
总资产ACGLFOXA
| Q1 26 | $81.4B | — | ||
| Q4 25 | $79.2B | $21.5B | ||
| Q3 25 | $79.2B | $22.8B | ||
| Q2 25 | $78.8B | $23.2B | ||
| Q1 25 | $75.2B | $23.4B | ||
| Q4 24 | $70.9B | $23.0B | ||
| Q3 24 | $73.7B | $22.5B | ||
| Q2 24 | $65.5B | $22.0B |
负债/权益比ACGLFOXA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.54× | ||
| Q2 25 | — | 0.55× | ||
| Q1 25 | — | 0.62× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.67× |
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 | $-669.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-791.0M |
| 自由现金流率自由现金流/营收 | — | -15.3% |
| 资本支出强度资本支出/营收 | — | 2.4% |
| 现金转化率经营现金流/净利润 | 1.13× | -2.71× |
| 过去12个月自由现金流最近4个季度 | — | $2.3B |
8季度趋势，按日历期对齐
经营现金流ACGLFOXA
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.4B | $-669.0M | ||
| Q3 25 | $2.2B | $-130.0M | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.5B | $2.0B | ||
| Q4 24 | $1.6B | $-362.0M | ||
| Q3 24 | $2.0B | $158.0M | ||
| Q2 24 | $1.5B | $899.0M |
自由现金流ACGLFOXA
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $-791.0M | ||
| Q3 25 | $2.2B | $-234.0M | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.4B | $1.9B | ||
| Q4 24 | $1.6B | $-436.0M | ||
| Q3 24 | $2.0B | $94.0M | ||
| Q2 24 | $1.5B | $787.0M |
自由现金流率ACGLFOXA
| Q1 26 | — | — | ||
| Q4 25 | 28.2% | -15.3% | ||
| Q3 25 | 42.6% | -6.3% | ||
| Q2 25 | 21.3% | 42.4% | ||
| Q1 25 | 31.0% | 44.4% | ||
| Q4 24 | 34.3% | -8.6% | ||
| Q3 24 | 42.5% | 2.6% | ||
| Q2 24 | 35.6% | 25.5% |
资本支出强度ACGLFOXA
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 2.4% | ||
| Q3 25 | 0.2% | 2.8% | ||
| Q2 25 | 0.2% | 3.6% | ||
| Q1 25 | 0.2% | 1.7% | ||
| Q4 24 | 0.3% | 1.5% | ||
| Q3 24 | 0.3% | 1.8% | ||
| Q2 24 | 0.3% | 3.6% |
现金转化率ACGLFOXA
| Q1 26 | 1.13× | — | ||
| Q4 25 | 1.13× | -2.71× | ||
| Q3 25 | 1.62× | -0.21× | ||
| Q2 25 | 0.91× | 2.10× | ||
| Q1 25 | 2.54× | 5.69× | ||
| Q4 24 | 1.68× | -0.93× | ||
| Q3 24 | 2.04× | 0.19× | ||
| Q2 24 | 1.20× | 2.81× |
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
FOXA
| Television Segment | $2.9B | 57% |
| Distribution | $1.2B | 22% |
| Other | $621.0M | 12% |
| Advertising | $491.0M | 9% |
