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Arch Capital Group（ACGL）与哈里伯顿（HAL）财务数据对比。点击上方公司名可切换其他公司
哈里伯顿的季度营收约是Arch Capital Group的1.2倍（$5.4B vs $4.5B），Arch Capital Group净利率更高（23.2% vs 8.6%，领先14.6%），Arch Capital Group同比增速更快（-3.3% vs -4.5%），过去两年Arch Capital Group的营收复合增速更高（3.4% vs -3.8%）
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。
哈里伯顿是源自美国的跨国企业，为全球第二大油田服务提供商，承接了全球绝大多数水力压裂作业项目。公司在美国注册，设有休斯敦与迪拜双总部，业务覆盖全球主要油气开采市场。
ACGL vs HAL — 直观对比
营收规模更大
HAL
是对方的1.2倍
$4.5B
营收增速更快
ACGL
高出1.3%
-4.5%
净利率更高
ACGL
高出14.6%
8.6%
两年增速更快
ACGL
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $5.4B |
| 净利润 | $1.0B | $464.0M |
| 毛利率 | — | — |
| 营业利润率 | — | 12.6% |
| 净利率 | 23.2% | 8.6% |
| 营收同比 | -3.3% | -4.5% |
| 净利润同比 | 82.4% | -21.2% |
| 每股收益（稀释后） | $2.88 | $0.55 |
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ACGLHAL
| Q1 26 | $4.5B | $5.4B | ||
| Q4 25 | $4.9B | $5.7B | ||
| Q3 25 | $5.1B | $5.6B | ||
| Q2 25 | $5.2B | $5.5B | ||
| Q1 25 | $4.7B | $5.4B | ||
| Q4 24 | $4.5B | $5.6B | ||
| Q3 24 | $4.7B | $5.7B | ||
| Q2 24 | $4.2B | $5.8B |
净利润ACGLHAL
| Q1 26 | $1.0B | $464.0M | ||
| Q4 25 | $1.2B | $589.0M | ||
| Q3 25 | $1.4B | $18.0M | ||
| Q2 25 | $1.2B | $472.0M | ||
| Q1 25 | $574.0M | $204.0M | ||
| Q4 24 | $935.0M | $615.0M | ||
| Q3 24 | $988.0M | $571.0M | ||
| Q2 24 | $1.3B | $709.0M |
营业利润率ACGLHAL
| Q1 26 | — | 12.6% | ||
| Q4 25 | — | 13.2% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | 13.2% | ||
| Q1 25 | — | 8.0% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 15.3% | ||
| Q2 24 | — | 17.7% |
净利率ACGLHAL
| Q1 26 | 23.2% | 8.6% | ||
| Q4 25 | 25.1% | 10.4% | ||
| Q3 25 | 26.4% | 0.3% | ||
| Q2 25 | 23.7% | 8.6% | ||
| Q1 25 | 12.3% | 3.8% | ||
| Q4 24 | 20.6% | 11.0% | ||
| Q3 24 | 20.9% | 10.0% | ||
| Q2 24 | 30.0% | 12.2% |
每股收益（稀释后）ACGLHAL
| Q1 26 | $2.88 | $0.55 | ||
| Q4 25 | $3.33 | — | ||
| Q3 25 | $3.56 | $0.02 | ||
| Q2 25 | $3.23 | $0.55 | ||
| Q1 25 | $1.48 | $0.24 | ||
| Q4 24 | $2.41 | — | ||
| Q3 24 | $2.56 | $650000.00 | ||
| Q2 24 | $3.30 | $800000.00 |
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 | $2.0M |
| 总债务越低越好 | — | $7.2M |
| 股东权益账面价值 | $24.2B | $10.8M |
| 总资产 | $81.4B | $25.1M |
| 负债/权益比越低杠杆越低 | — | 0.66× |
8季度趋势，按日历期对齐
现金及短期投资ACGLHAL
| Q1 26 | $24.0M | $2.0M | ||
| Q4 25 | $993.0M | $2.2B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $983.0M | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $979.0M | $2.6B | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — |
总债务ACGLHAL
| Q1 26 | — | $7.2M | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $7.2B | ||
| Q1 25 | — | $7.2B | ||
| Q4 24 | — | $7.2B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B |
股东权益ACGLHAL
| Q1 26 | $24.2B | $10.8M | ||
| Q4 25 | $24.2B | $10.5B | ||
| Q3 25 | $23.7B | $10.2B | ||
| Q2 25 | $23.0B | $10.5B | ||
| Q1 25 | $21.5B | $10.4B | ||
| Q4 24 | $20.8B | $10.5B | ||
| Q3 24 | $22.3B | $10.3B | ||
| Q2 24 | $20.7B | $10.0B |
总资产ACGLHAL
| Q1 26 | $81.4B | $25.1M | ||
| Q4 25 | $79.2B | $25.0B | ||
| Q3 25 | $79.2B | $25.2B | ||
| Q2 25 | $78.8B | $25.4B | ||
| Q1 25 | $75.2B | $25.2B | ||
| Q4 24 | $70.9B | $25.6B | ||
| Q3 24 | $73.7B | $25.3B | ||
| Q2 24 | $65.5B | $25.2B |
负债/权益比ACGLHAL
| Q1 26 | — | 0.66× | ||
| Q4 25 | — | 0.68× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.68× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.68× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.76× |
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 | — | $123.0M |
| 自由现金流率自由现金流/营收 | — | 2.3% |
| 资本支出强度资本支出/营收 | — | 3.6% |
| 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 | — | $1.7B |
8季度趋势，按日历期对齐
经营现金流ACGLHAL
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $2.2B | $488.0M | ||
| Q2 25 | $1.1B | $896.0M | ||
| Q1 25 | $1.5B | $377.0M | ||
| Q4 24 | $1.6B | $1.5B | ||
| Q3 24 | $2.0B | $841.0M | ||
| Q2 24 | $1.5B | $1.1B |
自由现金流ACGLHAL
| Q1 26 | — | $123.0M | ||
| Q4 25 | $1.4B | $828.0M | ||
| Q3 25 | $2.2B | $227.0M | ||
| Q2 25 | $1.1B | $542.0M | ||
| Q1 25 | $1.4B | $75.0M | ||
| Q4 24 | $1.6B | $1.0B | ||
| Q3 24 | $2.0B | $502.0M | ||
| Q2 24 | $1.5B | $734.0M |
自由现金流率ACGLHAL
| Q1 26 | — | 2.3% | ||
| Q4 25 | 28.2% | 14.6% | ||
| Q3 25 | 42.6% | 4.1% | ||
| Q2 25 | 21.3% | 9.8% | ||
| Q1 25 | 31.0% | 1.4% | ||
| Q4 24 | 34.3% | 18.4% | ||
| Q3 24 | 42.5% | 8.8% | ||
| Q2 24 | 35.6% | 12.6% |
资本支出强度ACGLHAL
| Q1 26 | — | 3.6% | ||
| Q4 25 | 0.2% | 6.0% | ||
| Q3 25 | 0.2% | 4.7% | ||
| Q2 25 | 0.2% | 6.4% | ||
| Q1 25 | 0.2% | 5.6% | ||
| Q4 24 | 0.3% | 7.6% | ||
| Q3 24 | 0.3% | 6.0% | ||
| Q2 24 | 0.3% | 5.9% |
现金转化率ACGLHAL
| Q1 26 | 1.13× | — | ||
| Q4 25 | 1.13× | 1.98× | ||
| Q3 25 | 1.62× | 27.11× | ||
| Q2 25 | 0.91× | 1.90× | ||
| Q1 25 | 2.54× | 1.85× | ||
| Q4 24 | 1.68× | 2.37× | ||
| Q3 24 | 2.04× | 1.47× | ||
| Q2 24 | 1.20× | 1.52× |
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
HAL
| Completion and Production | $3.0B | 56% |
| Middle East/Asia | $1.3B | 24% |
| Europe/Africa/CIS | $858.0M | 16% |
| Other | $210.0M | 4% |
