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ACI WORLDWIDE, INC.（ACIW）与安费诺（APH）财务数据对比。点击上方公司名可切换其他公司
安费诺的季度营收约是ACI WORLDWIDE, INC.的13.4倍（$6.4B vs $481.6M）。安费诺净利率更高（18.6% vs 13.4%，领先5.2%）。安费诺同比增速更快（49.1% vs 6.3%）。安费诺自由现金流更多（$1.5B vs $116.6M）。过去两年安费诺的营收复合增速更高（40.6% vs 23.4%）
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。
安费诺是一家总部位于美国的电子零部件制造企业，核心产品涵盖电子连接器、光纤连接器、同轴电缆等各类线缆及互连系统，是全球互连解决方案领域的主流供应商，品牌名称源自其前身American Phenolic Corp的名称缩写组合。
ACIW vs APH — 直观对比
营收规模更大
APH
是对方的13.4倍
$481.6M
营收增速更快
APH
高出42.8%
6.3%
净利率更高
APH
高出5.2%
13.4%
自由现金流更多
APH
多$1.4B
$116.6M
两年增速更快
APH
近两年复合增速
23.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $481.6M | $6.4B |
| 净利润 | $64.3M | $1.2B |
| 毛利率 | 53.0% | 38.2% |
| 营业利润率 | 22.6% | 26.8% |
| 净利率 | 13.4% | 18.6% |
| 营收同比 | 6.3% | 49.1% |
| 净利润同比 | -34.7% | 60.2% |
| 每股收益（稀释后） | $0.61 | $0.93 |
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ACIWAPH
| Q4 25 | $481.6M | $6.4B | ||
| Q3 25 | $482.4M | $6.2B | ||
| Q2 25 | $401.3M | $5.7B | ||
| Q1 25 | $394.6M | $4.8B | ||
| Q4 24 | $453.0M | $4.3B | ||
| Q3 24 | $451.8M | $4.0B | ||
| Q2 24 | $373.5M | $3.6B | ||
| Q1 24 | $316.0M | $3.3B |
净利润ACIWAPH
| Q4 25 | $64.3M | $1.2B | ||
| Q3 25 | $91.3M | $1.2B | ||
| Q2 25 | $12.2M | $1.1B | ||
| Q1 25 | $58.9M | $737.8M | ||
| Q4 24 | $98.6M | $746.1M | ||
| Q3 24 | $81.4M | $604.4M | ||
| Q2 24 | $30.9M | $524.8M | ||
| Q1 24 | $-7.8M | $548.7M |
毛利率ACIWAPH
| Q4 25 | 53.0% | 38.2% | ||
| Q3 25 | 53.7% | 38.1% | ||
| Q2 25 | 41.5% | 36.3% | ||
| Q1 25 | 45.9% | 34.2% | ||
| Q4 24 | 55.8% | 34.3% | ||
| Q3 24 | 56.3% | 33.6% | ||
| Q2 24 | 45.6% | 33.6% | ||
| Q1 24 | 39.5% | 33.4% |
营业利润率ACIWAPH
| Q4 25 | 22.6% | 26.8% | ||
| Q3 25 | 26.5% | 27.5% | ||
| Q2 25 | 8.7% | 25.1% | ||
| Q1 25 | 14.8% | 21.3% | ||
| Q4 24 | 27.0% | 22.1% | ||
| Q3 24 | 27.1% | 20.3% | ||
| Q2 24 | 14.4% | 19.4% | ||
| Q1 24 | 3.0% | 21.0% |
净利率ACIWAPH
| Q4 25 | 13.4% | 18.6% | ||
| Q3 25 | 18.9% | 20.1% | ||
| Q2 25 | 3.0% | 19.3% | ||
| Q1 25 | 14.9% | 15.3% | ||
| Q4 24 | 21.8% | 17.3% | ||
| Q3 24 | 18.0% | 15.0% | ||
| Q2 24 | 8.3% | 14.5% | ||
| Q1 24 | -2.5% | 16.9% |
每股收益（稀释后）ACIWAPH
| Q4 25 | $0.61 | $0.93 | ||
| Q3 25 | $0.88 | $0.97 | ||
| Q2 25 | $0.12 | $0.86 | ||
| Q1 25 | $0.55 | $0.58 | ||
| Q4 24 | $0.92 | $0.16 | ||
| Q3 24 | $0.77 | $0.48 | ||
| Q2 24 | $0.29 | $0.41 | ||
| Q1 24 | $-0.07 | $0.87 |
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 | $11.4B |
| 总债务越低越好 | $817.6M | $14.6B |
| 股东权益账面价值 | $1.5B | $13.4B |
| 总资产 | $3.1B | $36.2B |
| 负债/权益比越低杠杆越低 | 0.54× | 1.09× |
8季度趋势，按日历期对齐
现金及短期投资ACIWAPH
| Q4 25 | $196.5M | $11.4B | ||
| Q3 25 | $199.3M | $3.9B | ||
| Q2 25 | $189.7M | $3.2B | ||
| Q1 25 | $230.1M | $1.7B | ||
| Q4 24 | $216.4M | $3.3B | ||
| Q3 24 | $177.9M | $1.6B | ||
| Q2 24 | $157.0M | $1.3B | ||
| Q1 24 | $183.4M | $2.0B |
总债务ACIWAPH
| Q4 25 | $817.6M | $14.6B | ||
| Q3 25 | $867.8M | $7.1B | ||
| Q2 25 | $898.0M | $7.1B | ||
| Q1 25 | $845.9M | $6.8B | ||
| Q4 24 | $924.6M | $6.5B | ||
| Q3 24 | $994.3M | $5.1B | ||
| Q2 24 | $1.0B | $5.0B | ||
| Q1 24 | $1.0B | $3.6B |
股东权益ACIWAPH
| Q4 25 | $1.5B | $13.4B | ||
| Q3 25 | $1.5B | $12.5B | ||
| Q2 25 | $1.4B | $11.5B | ||
| Q1 25 | $1.5B | $10.3B | ||
| Q4 24 | $1.4B | $9.8B | ||
| Q3 24 | $1.3B | $9.5B | ||
| Q2 24 | $1.2B | $9.0B | ||
| Q1 24 | $1.3B | $8.7B |
总资产ACIWAPH
| Q4 25 | $3.1B | $36.2B | ||
| Q3 25 | $3.2B | $27.1B | ||
| Q2 25 | $3.1B | $25.7B | ||
| Q1 25 | $3.2B | $22.9B | ||
| Q4 24 | $3.0B | $21.4B | ||
| Q3 24 | $3.1B | $19.6B | ||
| Q2 24 | $3.4B | $18.6B | ||
| Q1 24 | $3.3B | $16.7B |
负债/权益比ACIWAPH
| Q4 25 | 0.54× | 1.09× | ||
| Q3 25 | 0.59× | 0.57× | ||
| Q2 25 | 0.64× | 0.62× | ||
| Q1 25 | 0.57× | 0.66× | ||
| Q4 24 | 0.65× | 0.66× | ||
| Q3 24 | 0.75× | 0.54× | ||
| Q2 24 | 0.82× | 0.56× | ||
| Q1 24 | 0.81× | 0.41× |
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 | $1.7B |
| 自由现金流经营现金流 - 资本支出 | $116.6M | $1.5B |
| 自由现金流率自由现金流/营收 | 24.2% | 22.8% |
| 资本支出强度资本支出/营收 | 1.1% | 3.9% |
| 现金转化率经营现金流/净利润 | 1.89× | 1.44× |
| 过去12个月自由现金流最近4个季度 | $309.9M | $4.4B |
8季度趋势，按日历期对齐
经营现金流ACIWAPH
| Q4 25 | $121.8M | $1.7B | ||
| Q3 25 | $73.0M | $1.5B | ||
| Q2 25 | $49.8M | $1.4B | ||
| Q1 25 | $78.2M | $764.9M | ||
| Q4 24 | $126.5M | $847.1M | ||
| Q3 24 | $54.0M | $704.0M | ||
| Q2 24 | $55.0M | $664.1M | ||
| Q1 24 | $123.2M | $599.5M |
自由现金流ACIWAPH
| Q4 25 | $116.6M | $1.5B | ||
| Q3 25 | $69.6M | $1.2B | ||
| Q2 25 | $47.6M | $1.1B | ||
| Q1 25 | $76.1M | $576.3M | ||
| Q4 24 | $119.5M | $647.3M | ||
| Q3 24 | $50.5M | $474.0M | ||
| Q2 24 | $53.3M | $522.8M | ||
| Q1 24 | $120.0M | $505.2M |
自由现金流率ACIWAPH
| Q4 25 | 24.2% | 22.8% | ||
| Q3 25 | 14.4% | 19.6% | ||
| Q2 25 | 11.9% | 19.8% | ||
| Q1 25 | 19.3% | 12.0% | ||
| Q4 24 | 26.4% | 15.0% | ||
| Q3 24 | 11.2% | 11.7% | ||
| Q2 24 | 14.3% | 14.5% | ||
| Q1 24 | 38.0% | 15.5% |
资本支出强度ACIWAPH
| Q4 25 | 1.1% | 3.9% | ||
| Q3 25 | 0.7% | 4.2% | ||
| Q2 25 | 0.5% | 5.3% | ||
| Q1 25 | 0.5% | 3.9% | ||
| Q4 24 | 1.5% | 4.6% | ||
| Q3 24 | 0.8% | 5.7% | ||
| Q2 24 | 0.5% | 3.9% | ||
| Q1 24 | 1.0% | 2.9% |
现金转化率ACIWAPH
| Q4 25 | 1.89× | 1.44× | ||
| Q3 25 | 0.80× | 1.18× | ||
| Q2 25 | 4.08× | 1.30× | ||
| Q1 25 | 1.33× | 1.04× | ||
| Q4 24 | 1.28× | 1.14× | ||
| Q3 24 | 0.66× | 1.16× | ||
| Q2 24 | 1.78× | 1.27× | ||
| Q1 24 | — | 1.09× |
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% |
APH
| Communications Solutions Segment | $3.5B | 54% |
| Harsh Environment Solutions Segment | $1.7B | 26% |
| Sales Channel Through Intermediary | $1.4B | 21% |
