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ACI WORLDWIDE, INC.（ACIW）与ALLEGRO MICROSYSTEMS, INC.（ALGM）财务数据对比。点击上方公司名可切换其他公司
ACI WORLDWIDE, INC.的季度营收约是ALLEGRO MICROSYSTEMS, INC.的2.1倍（$481.6M vs $229.2M）。ACI WORLDWIDE, INC.净利率更高（13.4% vs 3.6%，领先9.7%）。ALLEGRO MICROSYSTEMS, INC.同比增速更快（28.9% vs 6.3%）。ACI WORLDWIDE, INC.自由现金流更多（$116.6M vs $41.3M）。过去两年ACI WORLDWIDE, INC.的营收复合增速更高（23.4% vs -2.4%）
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。
Allegro微系统是一家全球性半导体设计制造企业，专注于研发生产高性能功率与传感类集成电路，核心产品覆盖磁传感器、功率IC、运动控制解决方案，广泛服务于汽车、工业、消费电子、通信等下游领域。
ACIW vs ALGM — 直观对比
营收规模更大
ACIW
是对方的2.1倍
$229.2M
营收增速更快
ALGM
高出22.6%
6.3%
净利率更高
ACIW
高出9.7%
3.6%
自由现金流更多
ACIW
多$75.3M
$41.3M
两年增速更快
ACIW
近两年复合增速
-2.4%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $481.6M | $229.2M |
| 净利润 | $64.3M | $8.3M |
| 毛利率 | 53.0% | 46.7% |
| 营业利润率 | 22.6% | 4.2% |
| 净利率 | 13.4% | 3.6% |
| 营收同比 | 6.3% | 28.9% |
| 净利润同比 | -34.7% | 221.0% |
| 每股收益（稀释后） | $0.61 | $0.04 |
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ACIWALGM
| Q4 25 | $481.6M | $229.2M | ||
| Q3 25 | $482.4M | $214.3M | ||
| Q2 25 | $401.3M | $203.4M | ||
| Q1 25 | $394.6M | $192.8M | ||
| Q4 24 | $453.0M | $177.9M | ||
| Q3 24 | $451.8M | $187.4M | ||
| Q2 24 | $373.5M | $166.9M | ||
| Q1 24 | $316.0M | $240.6M |
净利润ACIWALGM
| Q4 25 | $64.3M | $8.3M | ||
| Q3 25 | $91.3M | $6.5M | ||
| Q2 25 | $12.2M | $-13.2M | ||
| Q1 25 | $58.9M | $-14.8M | ||
| Q4 24 | $98.6M | $-6.9M | ||
| Q3 24 | $81.4M | $-33.7M | ||
| Q2 24 | $30.9M | $-17.7M | ||
| Q1 24 | $-7.8M | $-7.1M |
毛利率ACIWALGM
| Q4 25 | 53.0% | 46.7% | ||
| Q3 25 | 53.7% | 46.3% | ||
| Q2 25 | 41.5% | 44.9% | ||
| Q1 25 | 45.9% | 41.4% | ||
| Q4 24 | 55.8% | 45.7% | ||
| Q3 24 | 56.3% | 45.7% | ||
| Q2 24 | 45.6% | 44.8% | ||
| Q1 24 | 39.5% | 51.2% |
营业利润率ACIWALGM
| Q4 25 | 22.6% | 4.2% | ||
| Q3 25 | 26.5% | 2.9% | ||
| Q2 25 | 8.7% | -1.3% | ||
| Q1 25 | 14.8% | -6.8% | ||
| Q4 24 | 27.0% | -0.0% | ||
| Q3 24 | 27.1% | 2.2% | ||
| Q2 24 | 14.4% | -6.4% | ||
| Q1 24 | 3.0% | 6.6% |
净利率ACIWALGM
| Q4 25 | 13.4% | 3.6% | ||
| Q3 25 | 18.9% | 3.0% | ||
| Q2 25 | 3.0% | -6.5% | ||
| Q1 25 | 14.9% | -7.7% | ||
| Q4 24 | 21.8% | -3.9% | ||
| Q3 24 | 18.0% | -18.0% | ||
| Q2 24 | 8.3% | -10.6% | ||
| Q1 24 | -2.5% | -3.0% |
每股收益（稀释后）ACIWALGM
| Q4 25 | $0.61 | $0.04 | ||
| Q3 25 | $0.88 | $0.03 | ||
| Q2 25 | $0.12 | $-0.07 | ||
| Q1 25 | $0.55 | $-0.08 | ||
| Q4 24 | $0.92 | $-0.04 | ||
| Q3 24 | $0.77 | $-0.18 | ||
| Q2 24 | $0.29 | $-0.09 | ||
| Q1 24 | $-0.07 | $-0.04 |
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 | $155.2M |
| 总债务越低越好 | $817.6M | $280.7M |
| 股东权益账面价值 | $1.5B | $962.7M |
| 总资产 | $3.1B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.54× | 0.29× |
8季度趋势，按日历期对齐
现金及短期投资ACIWALGM
| Q4 25 | $196.5M | $155.2M | ||
| Q3 25 | $199.3M | $117.5M | ||
| Q2 25 | $189.7M | $129.1M | ||
| Q1 25 | $230.1M | $121.3M | ||
| Q4 24 | $216.4M | $138.5M | ||
| Q3 24 | $177.9M | $188.8M | ||
| Q2 24 | $157.0M | $173.1M | ||
| Q1 24 | $183.4M | $212.1M |
总债务ACIWALGM
| Q4 25 | $817.6M | $280.7M | ||
| Q3 25 | $867.8M | $280.4M | ||
| Q2 25 | $898.0M | $304.8M | ||
| Q1 25 | $845.9M | $338.9M | ||
| Q4 24 | $924.6M | $368.7M | ||
| Q3 24 | $994.3M | $393.0M | ||
| Q2 24 | $1.0B | $195.8M | ||
| Q1 24 | $1.0B | $245.1M |
股东权益ACIWALGM
| Q4 25 | $1.5B | $962.7M | ||
| Q3 25 | $1.5B | $944.2M | ||
| Q2 25 | $1.4B | $922.7M | ||
| Q1 25 | $1.5B | $929.6M | ||
| Q4 24 | $1.4B | $933.0M | ||
| Q3 24 | $1.3B | $937.3M | ||
| Q2 24 | $1.2B | $1.1B | ||
| Q1 24 | $1.3B | $1.1B |
总资产ACIWALGM
| Q4 25 | $3.1B | $1.4B | ||
| Q3 25 | $3.2B | $1.4B | ||
| Q2 25 | $3.1B | $1.4B | ||
| Q1 25 | $3.2B | $1.4B | ||
| Q4 24 | $3.0B | $1.4B | ||
| Q3 24 | $3.1B | $1.5B | ||
| Q2 24 | $3.4B | $1.4B | ||
| Q1 24 | $3.3B | $1.5B |
负债/权益比ACIWALGM
| Q4 25 | 0.54× | 0.29× | ||
| Q3 25 | 0.59× | 0.30× | ||
| Q2 25 | 0.64× | 0.33× | ||
| Q1 25 | 0.57× | 0.36× | ||
| Q4 24 | 0.65× | 0.40× | ||
| Q3 24 | 0.75× | 0.42× | ||
| Q2 24 | 0.82× | 0.18× | ||
| Q1 24 | 0.81× | 0.22× |
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 | $45.4M |
| 自由现金流经营现金流 - 资本支出 | $116.6M | $41.3M |
| 自由现金流率自由现金流/营收 | 24.2% | 18.0% |
| 资本支出强度资本支出/营收 | 1.1% | 1.8% |
| 现金转化率经营现金流/净利润 | 1.89× | 5.47× |
| 过去12个月自由现金流最近4个季度 | $309.9M | $121.2M |
8季度趋势，按日历期对齐
经营现金流ACIWALGM
| Q4 25 | $121.8M | $45.4M | ||
| Q3 25 | $73.0M | $20.4M | ||
| Q2 25 | $49.8M | $61.6M | ||
| Q1 25 | $78.2M | $20.4M | ||
| Q4 24 | $126.5M | $-8.2M | ||
| Q3 24 | $54.0M | $15.5M | ||
| Q2 24 | $55.0M | $34.2M | ||
| Q1 24 | $123.2M | $12.8M |
自由现金流ACIWALGM
| Q4 25 | $116.6M | $41.3M | ||
| Q3 25 | $69.6M | $13.9M | ||
| Q2 25 | $47.6M | $51.0M | ||
| Q1 25 | $76.1M | $15.0M | ||
| Q4 24 | $119.5M | $-21.8M | ||
| Q3 24 | $50.5M | $5.6M | ||
| Q2 24 | $53.3M | $23.2M | ||
| Q1 24 | $120.0M | $-1.5M |
自由现金流率ACIWALGM
| Q4 25 | 24.2% | 18.0% | ||
| Q3 25 | 14.4% | 6.5% | ||
| Q2 25 | 11.9% | 25.1% | ||
| Q1 25 | 19.3% | 7.8% | ||
| Q4 24 | 26.4% | -12.3% | ||
| Q3 24 | 11.2% | 3.0% | ||
| Q2 24 | 14.3% | 13.9% | ||
| Q1 24 | 38.0% | -0.6% |
资本支出强度ACIWALGM
| Q4 25 | 1.1% | 1.8% | ||
| Q3 25 | 0.7% | 3.0% | ||
| Q2 25 | 0.5% | 5.2% | ||
| Q1 25 | 0.5% | 2.8% | ||
| Q4 24 | 1.5% | 7.7% | ||
| Q3 24 | 0.8% | 5.3% | ||
| Q2 24 | 0.5% | 6.6% | ||
| Q1 24 | 1.0% | 5.9% |
现金转化率ACIWALGM
| Q4 25 | 1.89× | 5.47× | ||
| Q3 25 | 0.80× | 3.12× | ||
| Q2 25 | 4.08× | — | ||
| Q1 25 | 1.33× | — | ||
| Q4 24 | 1.28× | — | ||
| Q3 24 | 0.66× | — | ||
| Q2 24 | 1.78× | — | ||
| Q1 24 | — | — |
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% |
ALGM
| Automotive End Market | $164.5M | 72% |
| Industrial And Other End Market | $64.7M | 28% |
