vs
艾奕康（ACM）与泰佩思琦（TPR）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泰佩思琦的1.5倍（$3.8B vs $2.5B），泰佩思琦净利率更高（22.4% vs 1.9%，领先20.5%），泰佩思琦同比增速更快（14.0% vs 1.6%），泰佩思琦自由现金流更多（$1.0B vs $41.9M），过去两年泰佩思琦的营收复合增速更高（29.9% 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。
Tapestry, Inc.是美国知名跨国奢侈品时尚控股企业，旗下拥有Coach、Kate Spade New York、Stuart Weitzman三大标志性生活方式品牌，主营高端手袋、服饰、鞋履、配饰及香水产品，销售渠道覆盖全球线下门店与线上电商平台。
ACM vs TPR — 直观对比
营收规模更大
ACM
是对方的1.5倍
$2.5B
营收增速更快
TPR
高出12.4%
1.6%
净利率更高
TPR
高出20.5%
1.9%
自由现金流更多
TPR
多$995.6M
$41.9M
两年增速更快
TPR
近两年复合增速
-1.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $2.5B |
| 净利润 | $74.5M | $561.3M |
| 毛利率 | 7.3% | 75.5% |
| 营业利润率 | 5.8% | 28.6% |
| 净利率 | 1.9% | 22.4% |
| 营收同比 | 1.6% | 14.0% |
| 净利润同比 | -48.0% | 80.8% |
| 每股收益（稀释后） | $0.56 | $2.68 |
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ACMTPR
| Q1 26 | $3.8B | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | $4.2B | $1.7B | ||
| Q2 25 | $4.2B | $1.7B | ||
| Q1 25 | $3.8B | $1.6B | ||
| Q4 24 | $4.0B | $2.2B | ||
| Q3 24 | $4.1B | $1.5B | ||
| Q2 24 | $4.2B | $1.6B |
净利润ACMTPR
| Q1 26 | $74.5M | — | ||
| Q4 25 | — | $561.3M | ||
| Q3 25 | $120.4M | $274.8M | ||
| Q2 25 | $131.0M | $-517.1M | ||
| Q1 25 | $143.4M | $203.3M | ||
| Q4 24 | $167.0M | $310.4M | ||
| Q3 24 | $172.5M | $186.6M | ||
| Q2 24 | $134.3M | $159.3M |
毛利率ACMTPR
| Q1 26 | 7.3% | — | ||
| Q4 25 | — | 75.5% | ||
| Q3 25 | 7.9% | 76.3% | ||
| Q2 25 | 7.8% | 76.3% | ||
| Q1 25 | 7.7% | 76.1% | ||
| Q4 24 | 6.7% | 74.4% | ||
| Q3 24 | 7.2% | 75.3% | ||
| Q2 24 | 6.9% | 74.9% |
营业利润率ACMTPR
| Q1 26 | 5.8% | — | ||
| Q4 25 | — | 28.6% | ||
| Q3 25 | 5.7% | 19.3% | ||
| Q2 25 | 7.0% | -33.9% | ||
| Q1 25 | 6.8% | 16.0% | ||
| Q4 24 | 5.9% | 22.4% | ||
| Q3 24 | 5.8% | 16.7% | ||
| Q2 24 | 5.5% | 14.8% |
净利率ACMTPR
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 22.4% | ||
| Q3 25 | 2.9% | 16.1% | ||
| Q2 25 | 3.1% | -30.0% | ||
| Q1 25 | 3.8% | 12.8% | ||
| Q4 24 | 4.2% | 14.1% | ||
| Q3 24 | 4.2% | 12.4% | ||
| Q2 24 | 3.2% | 10.0% |
每股收益（稀释后）ACMTPR
| Q1 26 | $0.56 | — | ||
| Q4 25 | — | $2.68 | ||
| Q3 25 | $0.90 | $1.28 | ||
| Q2 25 | $0.98 | $-2.30 | ||
| Q1 25 | $1.08 | $0.95 | ||
| Q4 24 | $1.25 | $1.38 | ||
| Q3 24 | $1.27 | $0.79 | ||
| Q2 24 | $0.98 | $0.67 |
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 | $1.1B |
| 总债务越低越好 | $2.6B | $2.4B |
| 股东权益账面价值 | $2.2B | $551.2M |
| 总资产 | $11.9B | $6.5B |
| 负债/权益比越低杠杆越低 | 1.18× | 4.32× |
8季度趋势，按日历期对齐
现金及短期投资ACMTPR
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $1.6B | $743.2M | ||
| Q2 25 | $1.8B | $1.1B | ||
| Q1 25 | $1.6B | $1.1B | ||
| Q4 24 | $1.6B | $1.0B | ||
| Q3 24 | $1.6B | $7.3B | ||
| Q2 24 | $1.6B | $7.2B |
总债务ACMTPR
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | $2.6B | $2.4B | ||
| Q2 25 | $2.5B | $2.4B | ||
| Q1 25 | $2.5B | $2.4B | ||
| Q4 24 | $2.5B | $2.4B | ||
| Q3 24 | $2.5B | $7.0B | ||
| Q2 24 | $2.5B | $6.9B |
股东权益ACMTPR
| Q1 26 | $2.2B | — | ||
| Q4 25 | — | $551.2M | ||
| Q3 25 | $2.5B | $399.5M | ||
| Q2 25 | $2.5B | $857.8M | ||
| Q1 25 | $2.3B | $1.5B | ||
| Q4 24 | $2.2B | $1.3B | ||
| Q3 24 | $2.2B | $3.0B | ||
| Q2 24 | $2.3B | $2.9B |
总资产ACMTPR
| Q1 26 | $11.9B | — | ||
| Q4 25 | — | $6.5B | ||
| Q3 25 | $12.2B | $6.4B | ||
| Q2 25 | $12.3B | $6.6B | ||
| Q1 25 | $11.8B | $7.3B | ||
| Q4 24 | $11.8B | $7.3B | ||
| Q3 24 | $12.1B | $13.7B | ||
| Q2 24 | $12.0B | $13.4B |
负债/权益比ACMTPR
| Q1 26 | 1.18× | — | ||
| Q4 25 | — | 4.32× | ||
| Q3 25 | 1.06× | 5.95× | ||
| Q2 25 | 0.99× | 2.77× | ||
| Q1 25 | 1.07× | 1.59× | ||
| Q4 24 | 1.11× | 1.78× | ||
| Q3 24 | 1.12× | 2.35× | ||
| Q2 24 | 1.07× | 2.39× |
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 | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $41.9M | $1.0B |
| 自由现金流率自由现金流/营收 | 1.1% | 41.5% |
| 资本支出强度资本支出/营收 | 0.7% | 1.7% |
| 现金转化率经营现金流/净利润 | 0.94× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $616.0M | $1.6B |
8季度趋势，按日历期对齐
经营现金流ACMTPR
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $196.1M | $112.6M | ||
| Q2 25 | $283.7M | $446.8M | ||
| Q1 25 | $190.7M | $144.3M | ||
| Q4 24 | $151.1M | $506.0M | ||
| Q3 24 | $298.8M | $119.5M | ||
| Q2 24 | $291.3M | $256.0M |
自由现金流ACMTPR
| Q1 26 | $41.9M | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | $134.1M | $80.2M | ||
| Q2 25 | $261.7M | $411.5M | ||
| Q1 25 | $178.3M | $113.4M | ||
| Q4 24 | $110.9M | $475.1M | ||
| Q3 24 | $274.5M | $93.9M | ||
| Q2 24 | $272.8M | $209.8M |
自由现金流率ACMTPR
| Q1 26 | 1.1% | — | ||
| Q4 25 | — | 41.5% | ||
| Q3 25 | 3.2% | 4.7% | ||
| Q2 25 | 6.3% | 23.9% | ||
| Q1 25 | 4.7% | 7.2% | ||
| Q4 24 | 2.8% | 21.6% | ||
| Q3 24 | 6.7% | 6.2% | ||
| Q2 24 | 6.6% | 13.2% |
资本支出强度ACMTPR
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 1.7% | ||
| Q3 25 | 1.5% | 1.9% | ||
| Q2 25 | 0.5% | 2.0% | ||
| Q1 25 | 0.3% | 2.0% | ||
| Q4 24 | 1.0% | 1.4% | ||
| Q3 24 | 0.6% | 1.7% | ||
| Q2 24 | 0.4% | 2.9% |
现金转化率ACMTPR
| Q1 26 | 0.94× | — | ||
| Q4 25 | — | 1.93× | ||
| Q3 25 | 1.63× | 0.41× | ||
| Q2 25 | 2.17× | — | ||
| Q1 25 | 1.33× | 0.71× | ||
| Q4 24 | 0.90× | 1.63× | ||
| Q3 24 | 1.73× | 0.64× | ||
| Q2 24 | 2.17× | 1.61× |
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
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
