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艾奕康(ACM)与艾昆纬(IQV)财务数据对比。点击上方公司名可切换其他公司
艾昆纬的季度营收约是艾奕康的1.1倍($4.4B vs $3.8B),艾昆纬净利率更高(11.8% vs 1.9%,领先9.8%),艾昆纬同比增速更快(10.3% vs 1.6%),艾昆纬自由现金流更多($561.0M vs $41.9M),过去两年艾昆纬的营收复合增速更高(8.1% 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。
艾昆纬控股(IQVIA Holdings Inc.)总部位于美国北卡罗来纳州达勒姆,是专注于医疗信息技术与临床研究领域的知名企业。公司依托专业技术优势与行业资源积累,为医疗健康、医药研发等领域客户提供专业解决方案与服务支持,助力产业创新发展。
ACM vs IQV — 直观对比
营收规模更大
IQV
是对方的1.1倍
$3.8B
营收增速更快
IQV
高出8.7%
1.6%
净利率更高
IQV
高出9.8%
1.9%
自由现金流更多
IQV
多$519.1M
$41.9M
两年增速更快
IQV
近两年复合增速
-1.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $3.8B | $4.4B |
| 净利润 | $74.5M | $514.0M |
| 毛利率 | 7.3% | — |
| 营业利润率 | 5.8% | 14.4% |
| 净利率 | 1.9% | 11.8% |
| 营收同比 | 1.6% | 10.3% |
| 净利润同比 | -48.0% | 17.6% |
| 每股收益(稀释后) | $0.56 | $2.97 |
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
IQV
| Q1 26 | $3.8B | — | ||
| Q4 25 | — | $4.4B | ||
| Q3 25 | $4.2B | $4.1B | ||
| Q2 25 | $4.2B | $4.0B | ||
| Q1 25 | $3.8B | $3.8B | ||
| Q4 24 | $4.0B | $4.0B | ||
| Q3 24 | $4.1B | $3.9B | ||
| Q2 24 | $4.2B | $3.8B |
净利润
ACM
IQV
| Q1 26 | $74.5M | — | ||
| Q4 25 | — | $514.0M | ||
| Q3 25 | $120.4M | $331.0M | ||
| Q2 25 | $131.0M | $266.0M | ||
| Q1 25 | $143.4M | $249.0M | ||
| Q4 24 | $167.0M | $437.0M | ||
| Q3 24 | $172.5M | $285.0M | ||
| Q2 24 | $134.3M | $363.0M |
毛利率
ACM
IQV
| 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% | 23.5% | ||
| Q2 24 | 6.9% | 22.6% |
营业利润率
ACM
IQV
| Q1 26 | 5.8% | — | ||
| Q4 25 | — | 14.4% | ||
| Q3 25 | 5.7% | 13.5% | ||
| Q2 25 | 7.0% | 12.6% | ||
| Q1 25 | 6.8% | 13.0% | ||
| Q4 24 | 5.9% | 15.8% | ||
| Q3 24 | 5.8% | 14.1% | ||
| Q2 24 | 5.5% | 13.6% |
净利率
ACM
IQV
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 11.8% | ||
| Q3 25 | 2.9% | 8.1% | ||
| Q2 25 | 3.1% | 6.6% | ||
| Q1 25 | 3.8% | 6.5% | ||
| Q4 24 | 4.2% | 11.0% | ||
| Q3 24 | 4.2% | 7.3% | ||
| Q2 24 | 3.2% | 9.5% |
每股收益(稀释后)
ACM
IQV
| Q1 26 | $0.56 | — | ||
| Q4 25 | — | $2.97 | ||
| Q3 25 | $0.90 | $1.93 | ||
| Q2 25 | $0.98 | $1.54 | ||
| Q1 25 | $1.08 | $1.40 | ||
| Q4 24 | $1.25 | $2.41 | ||
| Q3 24 | $1.27 | $1.55 | ||
| Q2 24 | $0.98 | $1.97 |
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 | $2.1B |
| 总债务越低越好 | $2.6B | — |
| 股东权益账面价值 | $2.2B | $6.5B |
| 总资产 | $11.9B | $29.9B |
| 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
IQV
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.8B | $2.2B | ||
| Q1 25 | $1.6B | $1.9B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.6B | $1.7B | ||
| Q2 24 | $1.6B | $1.7B |
总债务
ACM
IQV
| 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
ACM
IQV
| Q1 26 | $2.2B | — | ||
| Q4 25 | — | $6.5B | ||
| Q3 25 | $2.5B | $6.2B | ||
| Q2 25 | $2.5B | $5.8B | ||
| Q1 25 | $2.3B | $6.0B | ||
| Q4 24 | $2.2B | $6.1B | ||
| Q3 24 | $2.2B | $7.0B | ||
| Q2 24 | $2.3B | $6.7B |
总资产
ACM
IQV
| Q1 26 | $11.9B | — | ||
| Q4 25 | — | $29.9B | ||
| Q3 25 | $12.2B | $28.7B | ||
| Q2 25 | $12.3B | $28.6B | ||
| Q1 25 | $11.8B | $27.3B | ||
| Q4 24 | $11.8B | $26.9B | ||
| Q3 24 | $12.1B | $27.2B | ||
| Q2 24 | $12.0B | $26.4B |
负债/权益比
ACM
IQV
| 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 | $735.0M |
| 自由现金流经营现金流 - 资本支出 | $41.9M | $561.0M |
| 自由现金流率自由现金流/营收 | 1.1% | 12.9% |
| 资本支出强度资本支出/营收 | 0.7% | 4.0% |
| 现金转化率经营现金流/净利润 | 0.94× | 1.43× |
| 过去12个月自由现金流最近4个季度 | $616.0M | $2.1B |
8季度趋势,按日历期对齐
经营现金流
ACM
IQV
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $735.0M | ||
| Q3 25 | $196.1M | $908.0M | ||
| Q2 25 | $283.7M | $443.0M | ||
| Q1 25 | $190.7M | $568.0M | ||
| Q4 24 | $151.1M | $885.0M | ||
| Q3 24 | $298.8M | $721.0M | ||
| Q2 24 | $291.3M | $588.0M |
自由现金流
ACM
IQV
| Q1 26 | $41.9M | — | ||
| Q4 25 | — | $561.0M | ||
| Q3 25 | $134.1M | $772.0M | ||
| Q2 25 | $261.7M | $292.0M | ||
| Q1 25 | $178.3M | $426.0M | ||
| Q4 24 | $110.9M | $721.0M | ||
| Q3 24 | $274.5M | $571.0M | ||
| Q2 24 | $272.8M | $445.0M |
自由现金流率
ACM
IQV
| Q1 26 | 1.1% | — | ||
| Q4 25 | — | 12.9% | ||
| Q3 25 | 3.2% | 18.8% | ||
| Q2 25 | 6.3% | 7.3% | ||
| Q1 25 | 4.7% | 11.1% | ||
| Q4 24 | 2.8% | 18.2% | ||
| Q3 24 | 6.7% | 14.7% | ||
| Q2 24 | 6.6% | 11.7% |
资本支出强度
ACM
IQV
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 4.0% | ||
| Q3 25 | 1.5% | 3.3% | ||
| Q2 25 | 0.5% | 3.8% | ||
| Q1 25 | 0.3% | 3.7% | ||
| Q4 24 | 1.0% | 4.1% | ||
| Q3 24 | 0.6% | 3.9% | ||
| Q2 24 | 0.4% | 3.7% |
现金转化率
ACM
IQV
| Q1 26 | 0.94× | — | ||
| Q4 25 | — | 1.43× | ||
| Q3 25 | 1.63× | 2.74× | ||
| Q2 25 | 2.17× | 1.67× | ||
| Q1 25 | 1.33× | 2.28× | ||
| Q4 24 | 0.90× | 2.03× | ||
| Q3 24 | 1.73× | 2.53× | ||
| Q2 24 | 2.17× | 1.62× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图