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Arch Capital Group（ACGL）与泰佩思琦（TPR）财务数据对比。点击上方公司名可切换其他公司
Arch Capital Group的季度营收约是泰佩思琦的2.4倍（$4.5B vs $1.9B），Arch Capital Group净利率更高（23.2% vs 17.9%，领先5.3%），泰佩思琦同比增速更快（21.0% vs -3.3%），过去两年泰佩思琦的营收复合增速更高（9.9% 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。
Tapestry, Inc.是美国知名跨国奢侈品时尚控股企业，旗下拥有Coach、Kate Spade New York、Stuart Weitzman三大标志性生活方式品牌，主营高端手袋、服饰、鞋履、配饰及香水产品，销售渠道覆盖全球线下门店与线上电商平台。
ACGL vs TPR — 直观对比
营收规模更大
ACGL
是对方的2.4倍
$1.9B
营收增速更快
TPR
高出24.3%
-3.3%
净利率更高
ACGL
高出5.3%
17.9%
两年增速更快
TPR
近两年复合增速
3.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $1.9B |
| 净利润 | $1.0B | $343.8M |
| 毛利率 | — | 76.9% |
| 营业利润率 | — | 22.3% |
| 净利率 | 23.2% | 17.9% |
| 营收同比 | -3.3% | 21.0% |
| 净利润同比 | 82.4% | — |
| 每股收益（稀释后） | $2.88 | $1.65 |
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ACGLTPR
| Q1 26 | $4.5B | $1.9B | ||
| Q4 25 | $4.9B | $2.5B | ||
| Q3 25 | $5.1B | $1.7B | ||
| Q2 25 | $5.2B | $1.7B | ||
| Q1 25 | $4.7B | $1.6B | ||
| Q4 24 | $4.5B | $2.2B | ||
| Q3 24 | $4.7B | $1.5B | ||
| Q2 24 | $4.2B | $1.6B |
净利润ACGLTPR
| Q1 26 | $1.0B | $343.8M | ||
| Q4 25 | $1.2B | $561.3M | ||
| Q3 25 | $1.4B | $274.8M | ||
| Q2 25 | $1.2B | $-517.1M | ||
| Q1 25 | $574.0M | $203.3M | ||
| Q4 24 | $935.0M | $310.4M | ||
| Q3 24 | $988.0M | $186.6M | ||
| Q2 24 | $1.3B | $159.3M |
毛利率ACGLTPR
| Q1 26 | — | 76.9% | ||
| Q4 25 | — | 75.5% | ||
| Q3 25 | — | 76.3% | ||
| Q2 25 | — | 76.3% | ||
| Q1 25 | — | 76.1% | ||
| Q4 24 | — | 74.4% | ||
| Q3 24 | — | 75.3% | ||
| Q2 24 | — | 74.9% |
营业利润率ACGLTPR
| Q1 26 | — | 22.3% | ||
| Q4 25 | — | 28.6% | ||
| Q3 25 | — | 19.3% | ||
| Q2 25 | — | -33.9% | ||
| Q1 25 | — | 16.0% | ||
| Q4 24 | — | 22.4% | ||
| Q3 24 | — | 16.7% | ||
| Q2 24 | — | 14.8% |
净利率ACGLTPR
| Q1 26 | 23.2% | 17.9% | ||
| Q4 25 | 25.1% | 22.4% | ||
| Q3 25 | 26.4% | 16.1% | ||
| Q2 25 | 23.7% | -30.0% | ||
| Q1 25 | 12.3% | 12.8% | ||
| Q4 24 | 20.6% | 14.1% | ||
| Q3 24 | 20.9% | 12.4% | ||
| Q2 24 | 30.0% | 10.0% |
每股收益（稀释后）ACGLTPR
| Q1 26 | $2.88 | $1.65 | ||
| Q4 25 | $3.33 | $2.68 | ||
| Q3 25 | $3.56 | $1.28 | ||
| Q2 25 | $3.23 | $-2.30 | ||
| Q1 25 | $1.48 | $0.95 | ||
| Q4 24 | $2.41 | $1.38 | ||
| Q3 24 | $2.56 | $0.79 | ||
| Q2 24 | $3.30 | $0.67 |
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 | $1.1B |
| 总债务越低越好 | — | $2.4B |
| 股东权益账面价值 | $24.2B | $682.4M |
| 总资产 | $81.4B | $6.5B |
| 负债/权益比越低杠杆越低 | — | 3.48× |
8季度趋势，按日历期对齐
现金及短期投资ACGLTPR
| Q1 26 | $24.0M | $1.1B | ||
| Q4 25 | $993.0M | $1.1B | ||
| Q3 25 | $1.1B | $743.2M | ||
| Q2 25 | $983.0M | $1.1B | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $979.0M | $1.0B | ||
| Q3 24 | $1.0B | $7.3B | ||
| Q2 24 | $1.0B | $7.2B |
总债务ACGLTPR
| Q1 26 | — | $2.4B | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $7.0B | ||
| Q2 24 | — | $6.9B |
股东权益ACGLTPR
| Q1 26 | $24.2B | $682.4M | ||
| Q4 25 | $24.2B | $551.2M | ||
| Q3 25 | $23.7B | $399.5M | ||
| Q2 25 | $23.0B | $857.8M | ||
| Q1 25 | $21.5B | $1.5B | ||
| Q4 24 | $20.8B | $1.3B | ||
| Q3 24 | $22.3B | $3.0B | ||
| Q2 24 | $20.7B | $2.9B |
总资产ACGLTPR
| Q1 26 | $81.4B | $6.5B | ||
| Q4 25 | $79.2B | $6.5B | ||
| Q3 25 | $79.2B | $6.4B | ||
| Q2 25 | $78.8B | $6.6B | ||
| Q1 25 | $75.2B | $7.3B | ||
| Q4 24 | $70.9B | $7.3B | ||
| Q3 24 | $73.7B | $13.7B | ||
| Q2 24 | $65.5B | $13.4B |
负债/权益比ACGLTPR
| Q1 26 | — | 3.48× | ||
| Q4 25 | — | 4.32× | ||
| Q3 25 | — | 5.95× | ||
| Q2 25 | — | 2.77× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 2.35× | ||
| Q2 24 | — | 2.39× |
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 | — | — |
| 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× | — |
| 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ACGLTPR
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $2.2B | $112.6M | ||
| Q2 25 | $1.1B | $446.8M | ||
| Q1 25 | $1.5B | $144.3M | ||
| Q4 24 | $1.6B | $506.0M | ||
| Q3 24 | $2.0B | $119.5M | ||
| Q2 24 | $1.5B | $256.0M |
自由现金流ACGLTPR
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $2.2B | $80.2M | ||
| Q2 25 | $1.1B | $411.5M | ||
| Q1 25 | $1.4B | $113.4M | ||
| Q4 24 | $1.6B | $475.1M | ||
| Q3 24 | $2.0B | $93.9M | ||
| Q2 24 | $1.5B | $209.8M |
自由现金流率ACGLTPR
| Q1 26 | — | — | ||
| Q4 25 | 28.2% | 41.5% | ||
| Q3 25 | 42.6% | 4.7% | ||
| Q2 25 | 21.3% | 23.9% | ||
| Q1 25 | 31.0% | 7.2% | ||
| Q4 24 | 34.3% | 21.6% | ||
| Q3 24 | 42.5% | 6.2% | ||
| Q2 24 | 35.6% | 13.2% |
资本支出强度ACGLTPR
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 1.7% | ||
| Q3 25 | 0.2% | 1.9% | ||
| Q2 25 | 0.2% | 2.0% | ||
| Q1 25 | 0.2% | 2.0% | ||
| Q4 24 | 0.3% | 1.4% | ||
| Q3 24 | 0.3% | 1.7% | ||
| Q2 24 | 0.3% | 2.9% |
现金转化率ACGLTPR
| Q1 26 | 1.13× | — | ||
| Q4 25 | 1.13× | 1.93× | ||
| Q3 25 | 1.62× | 0.41× | ||
| Q2 25 | 0.91× | — | ||
| Q1 25 | 2.54× | 0.71× | ||
| Q4 24 | 1.68× | 1.63× | ||
| Q3 24 | 2.04× | 0.64× | ||
| Q2 24 | 1.20× | 1.61× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
