vs
艾奕康(ACM)与阿特斯(CSIQ)财务数据对比。点击上方公司名可切换其他公司
阿特斯的季度营收约是艾奕康的1.2倍($4.5B vs $3.8B),艾奕康净利率更高(1.9% vs 1.3%,领先0.7%)
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。
阿特斯是全球领先的可再生能源企业,总部位于加拿大安大略省基奇纳。核心业务涵盖光伏组件制造、电池储能解决方案供应,以及大型公用事业级太阳能电站与储能项目的开发,业务布局覆盖全球主要能源市场。
ACM vs CSIQ — 直观对比
营收规模更大
CSIQ
是对方的1.2倍
$3.8B
净利率更高
ACM
高出0.7%
1.3%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $3.8B | $4.5B |
| 净利润 | $74.5M | $57.6M |
| 毛利率 | 7.3% | 17.5% |
| 营业利润率 | 5.8% | 2.2% |
| 净利率 | 1.9% | 1.3% |
| 营收同比 | 1.6% | — |
| 净利润同比 | -48.0% | — |
| 每股收益(稀释后) | $0.56 | — |
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
CSIQ
| Q1 26 | $3.8B | — | ||
| Q3 25 | $4.2B | $4.5B | ||
| Q2 25 | $4.2B | $3.0B | ||
| Q1 25 | $3.8B | $1.3B | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $4.1B | $5.9B | ||
| Q2 24 | $4.2B | $4.1B | ||
| Q1 24 | $3.9B | — |
净利润
ACM
CSIQ
| Q1 26 | $74.5M | — | ||
| Q3 25 | $120.4M | $57.6M | ||
| Q2 25 | $131.0M | $63.6M | ||
| Q1 25 | $143.4M | $36.2M | ||
| Q4 24 | $167.0M | — | ||
| Q3 24 | $172.5M | $366.8M | ||
| Q2 24 | $134.3M | $304.4M | ||
| Q1 24 | $1.0M | — |
毛利率
ACM
CSIQ
| Q1 26 | 7.3% | — | ||
| Q3 25 | 7.9% | 17.5% | ||
| Q2 25 | 7.8% | 18.0% | ||
| Q1 25 | 7.7% | 19.0% | ||
| Q4 24 | 6.7% | — | ||
| Q3 24 | 7.2% | 18.0% | ||
| Q2 24 | 6.9% | 18.7% | ||
| Q1 24 | 6.6% | — |
营业利润率
ACM
CSIQ
| Q1 26 | 5.8% | — | ||
| Q3 25 | 5.7% | 2.2% | ||
| Q2 25 | 7.0% | 3.3% | ||
| Q1 25 | 6.8% | 3.7% | ||
| Q4 24 | 5.9% | — | ||
| Q3 24 | 5.8% | 7.7% | ||
| Q2 24 | 5.5% | 9.1% | ||
| Q1 24 | 5.1% | — |
净利率
ACM
CSIQ
| Q1 26 | 1.9% | — | ||
| Q3 25 | 2.9% | 1.3% | ||
| Q2 25 | 3.1% | 2.1% | ||
| Q1 25 | 3.8% | 2.7% | ||
| Q4 24 | 4.2% | — | ||
| Q3 24 | 4.2% | 6.2% | ||
| Q2 24 | 3.2% | 7.5% | ||
| Q1 24 | 0.0% | — |
每股收益(稀释后)
ACM
CSIQ
| Q1 26 | $0.56 | — | ||
| Q3 25 | $0.90 | — | ||
| Q2 25 | $0.98 | — | ||
| Q1 25 | $1.08 | — | ||
| Q4 24 | $1.25 | — | ||
| Q3 24 | $1.27 | — | ||
| Q2 24 | $0.98 | — | ||
| Q1 24 | $0.01 | — |
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 | $1.7B |
| 总债务越低越好 | $2.6B | — |
| 股东权益账面价值 | $2.2B | $3.9B |
| 总资产 | $11.9B | $13.5B |
| 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
ACM
CSIQ
| Q1 26 | $1.2B | — | ||
| Q3 25 | $1.6B | $1.7B | ||
| Q2 25 | $1.8B | $1.7B | ||
| Q1 25 | $1.6B | $1.7B | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | $1.9B | ||
| Q2 24 | $1.6B | $1.9B | ||
| Q1 24 | $1.2B | — |
总债务
ACM
CSIQ
| Q1 26 | $2.6B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.1B | — |
股东权益
ACM
CSIQ
| Q1 26 | $2.2B | — | ||
| Q3 25 | $2.5B | $3.9B | ||
| Q2 25 | $2.5B | $3.9B | ||
| Q1 25 | $2.3B | $3.9B | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.2B | $3.7B | ||
| Q2 24 | $2.3B | $3.7B | ||
| Q1 24 | $2.2B | — |
总资产
ACM
CSIQ
| Q1 26 | $11.9B | — | ||
| Q3 25 | $12.2B | $13.5B | ||
| Q2 25 | $12.3B | $13.5B | ||
| Q1 25 | $11.8B | $13.5B | ||
| Q4 24 | $11.8B | — | ||
| Q3 24 | $12.1B | $11.9B | ||
| Q2 24 | $12.0B | $11.9B | ||
| Q1 24 | $11.5B | — |
负债/权益比
ACM
CSIQ
| Q1 26 | 1.18× | — | ||
| Q3 25 | 1.06× | — | ||
| Q2 25 | 0.99× | — | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 1.11× | — | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.07× | — | ||
| Q1 24 | 0.96× | — |
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 | $-187.7M |
| 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× | -3.26× |
| 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
CSIQ
| Q1 26 | $70.2M | — | ||
| Q3 25 | $196.1M | $-187.7M | ||
| Q2 25 | $283.7M | — | ||
| Q1 25 | $190.7M | — | ||
| Q4 24 | $151.1M | — | ||
| Q3 24 | $298.8M | — | ||
| Q2 24 | $291.3M | — | ||
| Q1 24 | $94.4M | — |
自由现金流
ACM
CSIQ
| Q1 26 | $41.9M | — | ||
| Q3 25 | $134.1M | — | ||
| Q2 25 | $261.7M | — | ||
| Q1 25 | $178.3M | — | ||
| Q4 24 | $110.9M | — | ||
| Q3 24 | $274.5M | — | ||
| Q2 24 | $272.8M | — | ||
| Q1 24 | $73.9M | — |
自由现金流率
ACM
CSIQ
| Q1 26 | 1.1% | — | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 6.7% | — | ||
| Q2 24 | 6.6% | — | ||
| Q1 24 | 1.9% | — |
资本支出强度
ACM
CSIQ
| Q1 26 | 0.7% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 0.4% | — | ||
| Q1 24 | 0.5% | — |
现金转化率
ACM
CSIQ
| Q1 26 | 0.94× | — | ||
| Q3 25 | 1.63× | -3.26× | ||
| Q2 25 | 2.17× | — | ||
| Q1 25 | 1.33× | — | ||
| Q4 24 | 0.90× | — | ||
| Q3 24 | 1.73× | — | ||
| Q2 24 | 2.17× | — | ||
| Q1 24 | 93.70× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图