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Arch Capital Group（ACGL）与仲量联行（JLL）财务数据对比。点击上方公司名可切换其他公司
仲量联行的季度营收约是Arch Capital Group的1.4倍（$6.4B vs $4.5B），Arch Capital Group净利率更高（23.2% vs 2.5%，领先20.7%），仲量联行同比增速更快（11.1% vs -3.3%），过去两年仲量联行的营收复合增速更高（6.5% 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。
仲量联行（JLL）是总部位于美国芝加哥的全球知名房地产服务企业，位列《财富》世界500强第188位，在80个国家设有办事处，面向机构投资者、散户投资者及高净值人群提供全球投资管理服务，同时通过JLL Technologies推出科技产品，旗下PropTech基金JLL Spark主营地产科技领域风险投资。
ACGL vs JLL — 直观对比
营收规模更大
JLL
是对方的1.4倍
$4.5B
营收增速更快
JLL
高出14.4%
-3.3%
净利率更高
ACGL
高出20.7%
2.5%
两年增速更快
JLL
近两年复合增速
3.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $6.4B |
| 净利润 | $1.0B | $159.0M |
| 毛利率 | — | — |
| 营业利润率 | — | 3.2% |
| 净利率 | 23.2% | 2.5% |
| 营收同比 | -3.3% | 11.1% |
| 净利润同比 | 82.4% | — |
| 每股收益（稀释后） | $2.88 | $3.33 |
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ACGLJLL
| Q1 26 | $4.5B | $6.4B | ||
| Q4 25 | $4.9B | $7.6B | ||
| Q3 25 | $5.1B | $6.5B | ||
| Q2 25 | $5.2B | $6.3B | ||
| Q1 25 | $4.7B | $5.7B | ||
| Q4 24 | $4.5B | $6.8B | ||
| Q3 24 | $4.7B | $5.9B | ||
| Q2 24 | $4.2B | $5.6B |
净利润ACGLJLL
| Q1 26 | $1.0B | $159.0M | ||
| Q4 25 | $1.2B | $401.8M | ||
| Q3 25 | $1.4B | $222.4M | ||
| Q2 25 | $1.2B | $110.5M | ||
| Q1 25 | $574.0M | $57.5M | ||
| Q4 24 | $935.0M | $241.2M | ||
| Q3 24 | $988.0M | $155.1M | ||
| Q2 24 | $1.3B | $84.4M |
营业利润率ACGLJLL
| Q1 26 | — | 3.2% | ||
| Q4 25 | — | 6.7% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 3.2% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 5.5% | ||
| Q3 24 | — | 3.9% | ||
| Q2 24 | — | 2.7% |
净利率ACGLJLL
| Q1 26 | 23.2% | 2.5% | ||
| Q4 25 | 25.1% | 5.3% | ||
| Q3 25 | 26.4% | 3.4% | ||
| Q2 25 | 23.7% | 1.8% | ||
| Q1 25 | 12.3% | 1.0% | ||
| Q4 24 | 20.6% | 3.5% | ||
| Q3 24 | 20.9% | 2.6% | ||
| Q2 24 | 30.0% | 1.5% |
每股收益（稀释后）ACGLJLL
| Q1 26 | $2.88 | $3.33 | ||
| Q4 25 | $3.33 | $8.33 | ||
| Q3 25 | $3.56 | $4.61 | ||
| Q2 25 | $3.23 | $2.32 | ||
| Q1 25 | $1.48 | $1.14 | ||
| Q4 24 | $2.41 | $4.98 | ||
| Q3 24 | $2.56 | $3.20 | ||
| Q2 24 | $3.30 | $1.75 |
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 | $436.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $24.2B | $7.4B |
| 总资产 | $81.4B | $17.9B |
| 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ACGLJLL
| Q1 26 | $24.0M | $436.2M | ||
| Q4 25 | $993.0M | $599.1M | ||
| Q3 25 | $1.1B | $428.9M | ||
| Q2 25 | $983.0M | $401.4M | ||
| Q1 25 | $1.2B | $432.4M | ||
| Q4 24 | $979.0M | $416.3M | ||
| Q3 24 | $1.0B | $437.8M | ||
| Q2 24 | $1.0B | $424.4M |
股东权益ACGLJLL
| Q1 26 | $24.2B | $7.4B | ||
| Q4 25 | $24.2B | $7.5B | ||
| Q3 25 | $23.7B | $7.2B | ||
| Q2 25 | $23.0B | $7.0B | ||
| Q1 25 | $21.5B | $6.8B | ||
| Q4 24 | $20.8B | $6.8B | ||
| Q3 24 | $22.3B | $6.6B | ||
| Q2 24 | $20.7B | $6.4B |
总资产ACGLJLL
| Q1 26 | $81.4B | $17.9B | ||
| Q4 25 | $79.2B | $17.8B | ||
| Q3 25 | $79.2B | $17.2B | ||
| Q2 25 | $78.8B | $17.3B | ||
| Q1 25 | $75.2B | $16.6B | ||
| Q4 24 | $70.9B | $16.8B | ||
| Q3 24 | $73.7B | $17.8B | ||
| Q2 24 | $65.5B | $15.9B |
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 | $-17.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-819.9M |
| 自由现金流率自由现金流/营收 | — | -12.8% |
| 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× | -0.11× |
| 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ACGLJLL
| Q1 26 | $1.2B | $-17.7M | ||
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $2.2B | $617.1M | ||
| Q2 25 | $1.1B | $332.8M | ||
| Q1 25 | $1.5B | $-767.6M | ||
| Q4 24 | $1.6B | $927.3M | ||
| Q3 24 | $2.0B | $261.6M | ||
| Q2 24 | $1.5B | $273.9M |
自由现金流ACGLJLL
| Q1 26 | — | $-819.9M | ||
| 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ACGLJLL
| Q1 26 | — | -12.8% | ||
| 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ACGLJLL
| 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ACGLJLL
| Q1 26 | 1.13× | -0.11× | ||
| Q4 25 | 1.13× | 2.52× | ||
| Q3 25 | 1.62× | 2.77× | ||
| Q2 25 | 0.91× | 3.01× | ||
| Q1 25 | 2.54× | -13.35× | ||
| Q4 24 | 1.68× | 3.84× | ||
| Q3 24 | 2.04× | 1.69× | ||
| Q2 24 | 1.20× | 3.25× |
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
JLL
| Real Estate Management Services | $5.1B | 79% |
| Leasing Advisory | $686.3M | 11% |
| Capital Markets Services | $535.2M | 8% |
| Investment Management | $99.3M | 2% |
