vs
ACI WORLDWIDE, INC.（ACIW）与亚德诺半导体（ADI）财务数据对比。点击上方公司名可切换其他公司
亚德诺半导体的季度营收约是ACI WORLDWIDE, INC.的6.6倍（$3.2B vs $481.6M）。亚德诺半导体净利率更高（26.3% vs 13.4%，领先12.9%）。亚德诺半导体同比增速更快（30.4% vs 6.3%）。亚德诺半导体自由现金流更多（$1.3B vs $116.6M）。过去两年ACI WORLDWIDE, INC.的营收复合增速更高（23.4% vs 21.0%）
ACI Worldwide是全球领先的数字支付软件企业，总部位于美国内布拉斯加州埃尔克霍恩，为94个国家的客户提供服务，每日处理数十亿笔交易，总价值达数万亿美元。其智能解决方案服务于银行、金融机构、商户、账单服务商、收单机构、发卡机构及第三方支付服务商，支持全渠道搭建安全支付体系。
亚德诺半导体（ADI）是总部位于美国马萨诸塞州威尔明顿的跨国半导体企业，专注于数据转换、信号处理与电源管理技术研发，相关产品广泛应用于通信、工业、汽车等多个领域，是全球模拟芯片领域的领先厂商。
ACIW vs ADI — 直观对比
营收规模更大
ADI
是对方的6.6倍
$481.6M
营收增速更快
ADI
高出24.1%
6.3%
净利率更高
ADI
高出12.9%
13.4%
自由现金流更多
ADI
多$1.1B
$116.6M
两年增速更快
ACIW
近两年复合增速
21.0%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $481.6M | $3.2B |
| 净利润 | $64.3M | $830.8M |
| 毛利率 | 53.0% | 64.7% |
| 营业利润率 | 22.6% | 31.5% |
| 净利率 | 13.4% | 26.3% |
| 营收同比 | 6.3% | 30.4% |
| 净利润同比 | -34.7% | 112.3% |
| 每股收益（稀释后） | $0.61 | $1.69 |
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ACIWADI
| Q1 26 | — | $3.2B | ||
| Q4 25 | $481.6M | $3.1B | ||
| Q3 25 | $482.4M | $2.9B | ||
| Q2 25 | $401.3M | $2.6B | ||
| Q1 25 | $394.6M | $2.4B | ||
| Q4 24 | $453.0M | $2.4B | ||
| Q3 24 | $451.8M | $2.3B | ||
| Q2 24 | $373.5M | $2.2B |
净利润ACIWADI
| Q1 26 | — | $830.8M | ||
| Q4 25 | $64.3M | $787.7M | ||
| Q3 25 | $91.3M | $518.5M | ||
| Q2 25 | $12.2M | $569.8M | ||
| Q1 25 | $58.9M | $391.3M | ||
| Q4 24 | $98.6M | $478.1M | ||
| Q3 24 | $81.4M | $392.2M | ||
| Q2 24 | $30.9M | $302.2M |
毛利率ACIWADI
| Q1 26 | — | 64.7% | ||
| Q4 25 | 53.0% | 63.1% | ||
| Q3 25 | 53.7% | 62.1% | ||
| Q2 25 | 41.5% | 61.0% | ||
| Q1 25 | 45.9% | 59.0% | ||
| Q4 24 | 55.8% | 58.0% | ||
| Q3 24 | 56.3% | 56.7% | ||
| Q2 24 | 45.6% | 54.7% |
营业利润率ACIWADI
| Q1 26 | — | 31.5% | ||
| Q4 25 | 22.6% | 30.7% | ||
| Q3 25 | 26.5% | 28.4% | ||
| Q2 25 | 8.7% | 25.7% | ||
| Q1 25 | 14.8% | 20.3% | ||
| Q4 24 | 27.0% | 23.3% | ||
| Q3 24 | 27.1% | 21.2% | ||
| Q2 24 | 14.4% | 17.9% |
净利率ACIWADI
| Q1 26 | — | 26.3% | ||
| Q4 25 | 13.4% | 25.6% | ||
| Q3 25 | 18.9% | 18.0% | ||
| Q2 25 | 3.0% | 21.6% | ||
| Q1 25 | 14.9% | 16.1% | ||
| Q4 24 | 21.8% | 19.6% | ||
| Q3 24 | 18.0% | 17.0% | ||
| Q2 24 | 8.3% | 14.0% |
每股收益（稀释后）ACIWADI
| Q1 26 | — | $1.69 | ||
| Q4 25 | $0.61 | $1.60 | ||
| Q3 25 | $0.88 | $1.04 | ||
| Q2 25 | $0.12 | $1.14 | ||
| Q1 25 | $0.55 | $0.78 | ||
| Q4 24 | $0.92 | $0.95 | ||
| Q3 24 | $0.77 | $0.79 | ||
| Q2 24 | $0.29 | $0.61 |
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 | $196.5M | $2.9B |
| 总债务越低越好 | $817.6M | — |
| 股东权益账面价值 | $1.5B | $33.8B |
| 总资产 | $3.1B | $48.0B |
| 负债/权益比越低杠杆越低 | 0.54× | — |
8季度趋势，按日历期对齐
现金及短期投资ACIWADI
| Q1 26 | — | $2.9B | ||
| Q4 25 | $196.5M | $3.7B | ||
| Q3 25 | $199.3M | $2.3B | ||
| Q2 25 | $189.7M | $2.4B | ||
| Q1 25 | $230.1M | $2.3B | ||
| Q4 24 | $216.4M | $2.4B | ||
| Q3 24 | $177.9M | $2.1B | ||
| Q2 24 | $157.0M | $2.4B |
总债务ACIWADI
| Q1 26 | — | — | ||
| Q4 25 | $817.6M | — | ||
| Q3 25 | $867.8M | — | ||
| Q2 25 | $898.0M | — | ||
| Q1 25 | $845.9M | — | ||
| Q4 24 | $924.6M | — | ||
| Q3 24 | $994.3M | — | ||
| Q2 24 | $1.0B | — |
股东权益ACIWADI
| Q1 26 | — | $33.8B | ||
| Q4 25 | $1.5B | $33.8B | ||
| Q3 25 | $1.5B | $34.1B | ||
| Q2 25 | $1.4B | $35.0B | ||
| Q1 25 | $1.5B | $35.1B | ||
| Q4 24 | $1.4B | $35.2B | ||
| Q3 24 | $1.3B | $35.2B | ||
| Q2 24 | $1.2B | $35.2B |
总资产ACIWADI
| Q1 26 | — | $48.0B | ||
| Q4 25 | $3.1B | $48.0B | ||
| Q3 25 | $3.2B | $48.2B | ||
| Q2 25 | $3.1B | $47.3B | ||
| Q1 25 | $3.2B | $48.0B | ||
| Q4 24 | $3.0B | $48.2B | ||
| Q3 24 | $3.1B | $48.6B | ||
| Q2 24 | $3.4B | $48.9B |
负债/权益比ACIWADI
| Q1 26 | — | — | ||
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.59× | — | ||
| Q2 25 | 0.64× | — | ||
| Q1 25 | 0.57× | — | ||
| Q4 24 | 0.65× | — | ||
| Q3 24 | 0.75× | — | ||
| Q2 24 | 0.82× | — |
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 | $121.8M | $1.4B |
| 自由现金流经营现金流 - 资本支出 | $116.6M | $1.3B |
| 自由现金流率自由现金流/营收 | 24.2% | 39.8% |
| 资本支出强度资本支出/营收 | 1.1% | 3.5% |
| 现金转化率经营现金流/净利润 | 1.89× | 1.65× |
| 过去12个月自由现金流最近4个季度 | $309.9M | $4.6B |
8季度趋势，按日历期对齐
经营现金流ACIWADI
| Q1 26 | — | $1.4B | ||
| Q4 25 | $121.8M | $1.7B | ||
| Q3 25 | $73.0M | $1.2B | ||
| Q2 25 | $49.8M | $819.5M | ||
| Q1 25 | $78.2M | $1.1B | ||
| Q4 24 | $126.5M | $1.1B | ||
| Q3 24 | $54.0M | $855.0M | ||
| Q2 24 | $55.0M | $807.9M |
自由现金流ACIWADI
| Q1 26 | — | $1.3B | ||
| Q4 25 | $116.6M | $1.5B | ||
| Q3 25 | $69.6M | $1.1B | ||
| Q2 25 | $47.6M | $729.2M | ||
| Q1 25 | $76.1M | $977.8M | ||
| Q4 24 | $119.5M | $885.4M | ||
| Q3 24 | $50.5M | $701.1M | ||
| Q2 24 | $53.3M | $619.7M |
自由现金流率ACIWADI
| Q1 26 | — | 39.8% | ||
| Q4 25 | 24.2% | 48.3% | ||
| Q3 25 | 14.4% | 37.7% | ||
| Q2 25 | 11.9% | 27.6% | ||
| Q1 25 | 19.3% | 40.4% | ||
| Q4 24 | 26.4% | 36.2% | ||
| Q3 24 | 11.2% | 30.3% | ||
| Q2 24 | 14.3% | 28.7% |
资本支出强度ACIWADI
| Q1 26 | — | 3.5% | ||
| Q4 25 | 1.1% | 7.0% | ||
| Q3 25 | 0.7% | 2.7% | ||
| Q2 25 | 0.5% | 3.4% | ||
| Q1 25 | 0.5% | 6.1% | ||
| Q4 24 | 1.5% | 6.8% | ||
| Q3 24 | 0.8% | 6.7% | ||
| Q2 24 | 0.5% | 8.7% |
现金转化率ACIWADI
| Q1 26 | — | 1.65× | ||
| Q4 25 | 1.89× | 2.16× | ||
| Q3 25 | 0.80× | 2.25× | ||
| Q2 25 | 4.08× | 1.44× | ||
| Q1 25 | 1.33× | 2.88× | ||
| Q4 24 | 1.28× | 2.20× | ||
| Q3 24 | 0.66× | 2.18× | ||
| Q2 24 | 1.78× | 2.67× |
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
ACIW
| Issuing And Acquiring | $183.7M | 38% |
| License | $158.3M | 33% |
| Maintenance | $50.8M | 11% |
| Software And Platform Service | $49.6M | 10% |
| Merchant Payments | $42.4M | 9% |
ADI
| Sales Channel Directly To Consumer | $1.4B | 44% |
| Automotive | $794.4M | 25% |
| Communications | $476.8M | 15% |
| Consumer | $399.8M | 13% |
| Other | $71.3M | 2% |
| Sales Channel Other | $40.8M | 1% |
