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艾奕康（ACM）与Core & Main, Inc.（CNM）财务数据对比。点击上方公司名可切换其他公司
艾奕康的季度营收约是Core & Main, Inc.的1.9倍（$3.8B vs $2.1B），Core & Main, Inc.净利率更高（6.6% vs 1.9%，领先4.7%），艾奕康同比增速更快（1.6% vs 0.0%），Core & Main, Inc.自由现金流更多（$263.0M vs $41.9M），过去两年Core & Main, Inc.的营收复合增速更高（19.7% 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。
Core & Main, Inc.总部位于美国密苏里州圣路易斯，是美国专业的水务及相关防护产品分销商，主营供水、污水处理、雨水排放、消防防护类产品，客户覆盖市政部门、私营水务企业及专业承包商，在全美49个州设有370个分支机构，服务6万客户，在售产品达22.5万种。
ACM vs CNM — 直观对比
营收规模更大
ACM
是对方的1.9倍
$2.1B
营收增速更快
ACM
高出1.6%
0.0%
净利率更高
CNM
高出4.7%
1.9%
自由现金流更多
CNM
多$221.1M
$41.9M
两年增速更快
CNM
近两年复合增速
-1.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $2.1B |
| 净利润 | $74.5M | $137.0M |
| 毛利率 | 7.3% | 27.2% |
| 营业利润率 | 5.8% | 10.7% |
| 净利率 | 1.9% | 6.6% |
| 营收同比 | 1.6% | 0.0% |
| 净利润同比 | -48.0% | 0.0% |
| 每股收益（稀释后） | $0.56 | $0.72 |
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ACMCNM
| Q1 26 | $3.8B | — | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | $4.2B | $2.1B | ||
| Q2 25 | $4.2B | $1.9B | ||
| Q1 25 | $3.8B | $1.7B | ||
| Q4 24 | $4.0B | $2.0B | ||
| Q3 24 | $4.1B | $2.0B | ||
| Q2 24 | $4.2B | $1.7B |
净利润ACMCNM
| Q1 26 | $74.5M | — | ||
| Q4 25 | — | $137.0M | ||
| Q3 25 | $120.4M | $134.0M | ||
| Q2 25 | $131.0M | $100.0M | ||
| Q1 25 | $143.4M | $64.0M | ||
| Q4 24 | $167.0M | $133.0M | ||
| Q3 24 | $172.5M | $119.0M | ||
| Q2 24 | $134.3M | $95.0M |
毛利率ACMCNM
| Q1 26 | 7.3% | — | ||
| Q4 25 | — | 27.2% | ||
| Q3 25 | 7.9% | 26.8% | ||
| Q2 25 | 7.8% | 26.7% | ||
| Q1 25 | 7.7% | 26.6% | ||
| Q4 24 | 6.7% | 26.6% | ||
| Q3 24 | 7.2% | 26.4% | ||
| Q2 24 | 6.9% | 26.9% |
营业利润率ACMCNM
| Q1 26 | 5.8% | — | ||
| Q4 25 | — | 10.7% | ||
| Q3 25 | 5.7% | 10.2% | ||
| Q2 25 | 7.0% | 8.9% | ||
| Q1 25 | 6.8% | 7.3% | ||
| Q4 24 | 5.9% | 10.9% | ||
| Q3 24 | 5.8% | 10.4% | ||
| Q2 24 | 5.5% | 9.6% |
净利率ACMCNM
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 6.6% | ||
| Q3 25 | 2.9% | 6.4% | ||
| Q2 25 | 3.1% | 5.2% | ||
| Q1 25 | 3.8% | 3.8% | ||
| Q4 24 | 4.2% | 6.5% | ||
| Q3 24 | 4.2% | 6.1% | ||
| Q2 24 | 3.2% | 5.5% |
每股收益（稀释后）ACMCNM
| Q1 26 | $0.56 | — | ||
| Q4 25 | — | $0.72 | ||
| Q3 25 | $0.90 | $0.70 | ||
| Q2 25 | $0.98 | $0.52 | ||
| Q1 25 | $1.08 | $0.34 | ||
| Q4 24 | $1.25 | $0.69 | ||
| Q3 24 | $1.27 | $0.61 | ||
| Q2 24 | $0.98 | $0.49 |
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 | $89.0M |
| 总债务越低越好 | $2.6B | — |
| 股东权益账面价值 | $2.2B | $2.0B |
| 总资产 | $11.9B | $6.3B |
| 负债/权益比越低杠杆越低 | 1.18× | — |
8季度趋势，按日历期对齐
现金及短期投资ACMCNM
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $89.0M | ||
| Q3 25 | $1.6B | $25.0M | ||
| Q2 25 | $1.8B | $8.0M | ||
| Q1 25 | $1.6B | $8.0M | ||
| Q4 24 | $1.6B | $10.0M | ||
| Q3 24 | $1.6B | $13.0M | ||
| Q2 24 | $1.6B | $30.0M |
总债务ACMCNM
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $2.5B | — |
股东权益ACMCNM
| Q1 26 | $2.2B | — | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | $2.5B | $1.9B | ||
| Q2 25 | $2.5B | $1.7B | ||
| Q1 25 | $2.3B | $1.7B | ||
| Q4 24 | $2.2B | $1.7B | ||
| Q3 24 | $2.2B | $1.6B | ||
| Q2 24 | $2.3B | $1.6B |
总资产ACMCNM
| Q1 26 | $11.9B | — | ||
| Q4 25 | — | $6.3B | ||
| Q3 25 | $12.2B | $6.3B | ||
| Q2 25 | $12.3B | $6.3B | ||
| Q1 25 | $11.8B | $5.9B | ||
| Q4 24 | $11.8B | $6.2B | ||
| Q3 24 | $12.1B | $6.1B | ||
| Q2 24 | $12.0B | $6.0B |
负债/权益比ACMCNM
| Q1 26 | 1.18× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.06× | — | ||
| Q2 25 | 0.99× | — | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 1.11× | — | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.07× | — |
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 | $271.0M |
| 自由现金流经营现金流 - 资本支出 | $41.9M | $263.0M |
| 自由现金流率自由现金流/营收 | 1.1% | 12.8% |
| 资本支出强度资本支出/营收 | 0.7% | 0.4% |
| 现金转化率经营现金流/净利润 | 0.94× | 1.98× |
| 过去12个月自由现金流最近4个季度 | $616.0M | $575.0M |
8季度趋势，按日历期对齐
经营现金流ACMCNM
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $271.0M | ||
| Q3 25 | $196.1M | $34.0M | ||
| Q2 25 | $283.7M | $77.0M | ||
| Q1 25 | $190.7M | $235.0M | ||
| Q4 24 | $151.1M | $260.0M | ||
| Q3 24 | $298.8M | $48.0M | ||
| Q2 24 | $291.3M | $78.0M |
自由现金流ACMCNM
| Q1 26 | $41.9M | — | ||
| Q4 25 | — | $263.0M | ||
| Q3 25 | $134.1M | $24.0M | ||
| Q2 25 | $261.7M | $64.0M | ||
| Q1 25 | $178.3M | $224.0M | ||
| Q4 24 | $110.9M | $252.0M | ||
| Q3 24 | $274.5M | $39.0M | ||
| Q2 24 | $272.8M | $71.0M |
自由现金流率ACMCNM
| Q1 26 | 1.1% | — | ||
| Q4 25 | — | 12.8% | ||
| Q3 25 | 3.2% | 1.1% | ||
| Q2 25 | 6.3% | 3.3% | ||
| Q1 25 | 4.7% | 13.2% | ||
| Q4 24 | 2.8% | 12.4% | ||
| Q3 24 | 6.7% | 2.0% | ||
| Q2 24 | 6.6% | 4.1% |
资本支出强度ACMCNM
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 0.4% | ||
| Q3 25 | 1.5% | 0.5% | ||
| Q2 25 | 0.5% | 0.7% | ||
| Q1 25 | 0.3% | 0.6% | ||
| Q4 24 | 1.0% | 0.4% | ||
| Q3 24 | 0.6% | 0.5% | ||
| Q2 24 | 0.4% | 0.4% |
现金转化率ACMCNM
| Q1 26 | 0.94× | — | ||
| Q4 25 | — | 1.98× | ||
| Q3 25 | 1.63× | 0.25× | ||
| Q2 25 | 2.17× | 0.77× | ||
| Q1 25 | 1.33× | 3.67× | ||
| Q4 24 | 0.90× | 1.95× | ||
| Q3 24 | 1.73× | 0.40× | ||
| Q2 24 | 2.17× | 0.82× |
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
CNM
| Pipes Valves And Fitting Products | $1.4B | 67% |
| Storm Drainage Products | $333.0M | 16% |
| Meter Products | $195.0M | 9% |
| Fire Protection Products | $152.0M | 7% |
