vs
艾奕康(ACM)与American Electric Power(AEP)财务数据对比。点击上方公司名可切换其他公司
American Electric Power的季度营收约是艾奕康的1.3倍($5.1B vs $3.8B),American Electric Power净利率更高(12.0% vs 1.9%,领先10.0%),American Electric Power同比增速更快(6.2% vs 1.6%),过去两年American Electric Power的营收复合增速更高(-0.3% vs -1.4%)
AECOM是一家总部位于美国得克萨斯州达拉斯的跨国基础设施咨询企业,业务覆盖全球多地区,为交通、建筑、水务、能源等多个领域的工程项目提供专业规划、设计、项目管理等一体化咨询解决方案,在全球基建咨询行业拥有领先的市场地位。
AEP是美国知名电力公用事业控股企业,业务覆盖发电、输电、配电全链条,面向美国境内零售及批发客户销售电力。公司下设垂直整合公用事业、输配电、输电控股、发电与营销四大业务板块,采用煤炭、天然气、核电、水电、光伏、风电等多种能源发电。
ACM vs AEP — 直观对比
营收规模更大
AEP
是对方的1.3倍
$3.8B
营收增速更快
AEP
高出4.7%
1.6%
净利率更高
AEP
高出10.0%
1.9%
两年增速更快
AEP
近两年复合增速
-1.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $3.8B | $5.1B |
| 净利润 | $74.5M | $605.2M |
| 毛利率 | 7.3% | — |
| 营业利润率 | 5.8% | 22.1% |
| 净利率 | 1.9% | 12.0% |
| 营收同比 | 1.6% | 6.2% |
| 净利润同比 | -48.0% | -9.1% |
| 每股收益(稀释后) | $0.56 | $1.06 |
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
ACM
AEP
| Q1 26 | $3.8B | — | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | $4.2B | $6.0B | ||
| Q2 25 | $4.2B | $5.1B | ||
| Q1 25 | $3.8B | $5.6B | ||
| Q4 24 | $4.0B | $4.8B | ||
| Q3 24 | $4.1B | $5.5B | ||
| Q2 24 | $4.2B | $4.7B |
净利润
ACM
AEP
| Q1 26 | $74.5M | — | ||
| Q4 25 | — | $605.2M | ||
| Q3 25 | $120.4M | $1.0B | ||
| Q2 25 | $131.0M | $1.3B | ||
| Q1 25 | $143.4M | $802.2M | ||
| Q4 24 | $167.0M | $665.9M | ||
| Q3 24 | $172.5M | $961.7M | ||
| Q2 24 | $134.3M | $342.5M |
毛利率
ACM
AEP
| Q1 26 | 7.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 7.9% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 7.7% | — | ||
| Q4 24 | 6.7% | — | ||
| Q3 24 | 7.2% | — | ||
| Q2 24 | 6.9% | — |
营业利润率
ACM
AEP
| Q1 26 | 5.8% | — | ||
| Q4 25 | — | 22.1% | ||
| Q3 25 | 5.7% | 25.5% | ||
| Q2 25 | 7.0% | 27.7% | ||
| Q1 25 | 6.8% | 22.8% | ||
| Q4 24 | 5.9% | 23.0% | ||
| Q3 24 | 5.8% | 24.7% | ||
| Q2 24 | 5.5% | 14.7% |
净利率
ACM
AEP
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 12.0% | ||
| Q3 25 | 2.9% | 16.8% | ||
| Q2 25 | 3.1% | 25.5% | ||
| Q1 25 | 3.8% | 14.2% | ||
| Q4 24 | 4.2% | 14.0% | ||
| Q3 24 | 4.2% | 17.6% | ||
| Q2 24 | 3.2% | 7.4% |
每股收益(稀释后)
ACM
AEP
| Q1 26 | $0.56 | — | ||
| Q4 25 | — | $1.06 | ||
| Q3 25 | $0.90 | $1.81 | ||
| Q2 25 | $0.98 | $2.29 | ||
| Q1 25 | $1.08 | $1.50 | ||
| Q4 24 | $1.25 | $1.24 | ||
| Q3 24 | $1.27 | $1.80 | ||
| Q2 24 | $0.98 | $0.64 |
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 | $1.2B | $417.0M |
| 总债务越低越好 | $2.6B | $47.3B |
| 股东权益账面价值 | $2.2B | $31.1B |
| 总资产 | $11.9B | $114.5B |
| 负债/权益比越低杠杆越低 | 1.18× | 1.52× |
8季度趋势,按日历期对齐
现金及短期投资
ACM
AEP
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $417.0M | ||
| Q3 25 | $1.6B | $1.3B | ||
| Q2 25 | $1.8B | $439.3M | ||
| Q1 25 | $1.6B | $463.6M | ||
| Q4 24 | $1.6B | $418.3M | ||
| Q3 24 | $1.6B | $474.4M | ||
| Q2 24 | $1.6B | $428.2M |
总债务
ACM
AEP
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | $47.3B | ||
| Q3 25 | $2.6B | $46.1B | ||
| Q2 25 | $2.5B | $44.5B | ||
| Q1 25 | $2.5B | $43.0B | ||
| Q4 24 | $2.5B | $42.6B | ||
| Q3 24 | $2.5B | $42.0B | ||
| Q2 24 | $2.5B | $42.1B |
股东权益
ACM
AEP
| Q1 26 | $2.2B | — | ||
| Q4 25 | — | $31.1B | ||
| Q3 25 | $2.5B | $30.4B | ||
| Q2 25 | $2.5B | $29.9B | ||
| Q1 25 | $2.3B | $27.3B | ||
| Q4 24 | $2.2B | $26.9B | ||
| Q3 24 | $2.2B | $26.6B | ||
| Q2 24 | $2.3B | $26.1B |
总资产
ACM
AEP
| Q1 26 | $11.9B | — | ||
| Q4 25 | — | $114.5B | ||
| Q3 25 | $12.2B | $110.3B | ||
| Q2 25 | $12.3B | $107.8B | ||
| Q1 25 | $11.8B | $104.4B | ||
| Q4 24 | $11.8B | $103.1B | ||
| Q3 24 | $12.1B | $100.1B | ||
| Q2 24 | $12.0B | $99.6B |
负债/权益比
ACM
AEP
| Q1 26 | 1.18× | — | ||
| Q4 25 | — | 1.52× | ||
| Q3 25 | 1.06× | 1.52× | ||
| Q2 25 | 0.99× | 1.49× | ||
| Q1 25 | 1.07× | 1.57× | ||
| Q4 24 | 1.11× | 1.58× | ||
| Q3 24 | 1.12× | 1.58× | ||
| Q2 24 | 1.07× | 1.61× |
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 | $70.2M | $1.8B |
| 自由现金流经营现金流 - 资本支出 | $41.9M | — |
| 自由现金流率自由现金流/营收 | 1.1% | — |
| 资本支出强度资本支出/营收 | 0.7% | — |
| 现金转化率经营现金流/净利润 | 0.94× | 3.00× |
| 过去12个月自由现金流最近4个季度 | $616.0M | — |
8季度趋势,按日历期对齐
经营现金流
ACM
AEP
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $196.1M | $2.5B | ||
| Q2 25 | $283.7M | $1.2B | ||
| Q1 25 | $190.7M | $1.4B | ||
| Q4 24 | $151.1M | $1.7B | ||
| Q3 24 | $298.8M | $2.2B | ||
| Q2 24 | $291.3M | $1.5B |
自由现金流
ACM
AEP
| Q1 26 | $41.9M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $134.1M | $2.2B | ||
| Q2 25 | $261.7M | — | ||
| Q1 25 | $178.3M | — | ||
| Q4 24 | $110.9M | — | ||
| Q3 24 | $274.5M | — | ||
| Q2 24 | $272.8M | — |
自由现金流率
ACM
AEP
| Q1 26 | 1.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.2% | 36.3% | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 6.7% | — | ||
| Q2 24 | 6.6% | — |
资本支出强度
ACM
AEP
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.5% | 5.0% | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.6% | 0.0% | ||
| Q2 24 | 0.4% | — |
现金转化率
ACM
AEP
| Q1 26 | 0.94× | — | ||
| Q4 25 | — | 3.00× | ||
| Q3 25 | 1.63× | 2.46× | ||
| Q2 25 | 2.17× | 0.95× | ||
| Q1 25 | 1.33× | 1.81× | ||
| Q4 24 | 0.90× | 2.59× | ||
| Q3 24 | 1.73× | 2.26× | ||
| Q2 24 | 2.17× | 4.27× |
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
ACM
暂无分部数据
AEP
| Transmissionand Distribution Utilities Revenues | $1.5B | 29% |
| Electric Generation Transmission Distribution Revenues | $956.6M | 19% |
| Electricity Transmission And Distribution Revenues | $931.8M | 18% |
| Industrial | $685.8M | 14% |
| Marketing Competitive Retailand Renewable | $438.3M | 9% |
| Wholesale Generation | $231.1M | 5% |
| Wholesale Transmission | $113.6M | 2% |
| Other | $110.2M | 2% |
| Electric Transmission | $103.4M | 2% |
| Other Retail | $60.1M | 1% |