vs
艾奕康(ACM)与美国合众银行(USB)财务数据对比。点击上方公司名可切换其他公司
美国合众银行的季度营收约是艾奕康的1.9倍($7.4B vs $3.8B),美国合众银行净利率更高(27.8% vs 1.9%,领先25.8%),美国合众银行同比增速更快(5.1% vs 1.6%),过去两年美国合众银行的营收复合增速更高(4.7% 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。
美国合众银行是美国跨国银行机构,总部位于明尼苏达州明尼阿波利斯,在特拉华州注册成立。截至2025年为美国第五大银行,也是美国中西部规模最大的银行,被金融稳定委员会认定为系统重要性机构,旗下核心运营主体提供银行、投资、按揭等多元金融服务。
ACM vs USB — 直观对比
营收规模更大
USB
是对方的1.9倍
$3.8B
营收增速更快
USB
高出3.5%
1.6%
净利率更高
USB
高出25.8%
1.9%
两年增速更快
USB
近两年复合增速
-1.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $3.8B | $7.4B |
| 净利润 | $74.5M | $2.0B |
| 毛利率 | 7.3% | — |
| 营业利润率 | 5.8% | 34.4% |
| 净利率 | 1.9% | 27.8% |
| 营收同比 | 1.6% | 5.1% |
| 净利润同比 | -48.0% | 23.0% |
| 每股收益(稀释后) | $0.56 | $1.26 |
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
USB
| Q1 26 | $3.8B | — | ||
| Q4 25 | — | $7.4B | ||
| Q3 25 | $4.2B | $7.3B | ||
| Q2 25 | $4.2B | $7.0B | ||
| Q1 25 | $3.8B | $7.0B | ||
| Q4 24 | $4.0B | $7.0B | ||
| Q3 24 | $4.1B | $6.9B | ||
| Q2 24 | $4.2B | $6.9B |
净利润
ACM
USB
| Q1 26 | $74.5M | — | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | $120.4M | $2.0B | ||
| Q2 25 | $131.0M | $1.8B | ||
| Q1 25 | $143.4M | $1.7B | ||
| Q4 24 | $167.0M | $1.7B | ||
| Q3 24 | $172.5M | $1.7B | ||
| Q2 24 | $134.3M | $1.6B |
毛利率
ACM
USB
| 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
USB
| Q1 26 | 5.8% | — | ||
| Q4 25 | — | 34.4% | ||
| Q3 25 | 5.7% | 34.5% | ||
| Q2 25 | 7.0% | 32.7% | ||
| Q1 25 | 6.8% | 31.0% | ||
| Q4 24 | 5.9% | 30.1% | ||
| Q3 24 | 5.8% | 30.2% | ||
| Q2 24 | 5.5% | 29.9% |
净利率
ACM
USB
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 27.8% | ||
| Q3 25 | 2.9% | 27.3% | ||
| Q2 25 | 3.1% | 25.9% | ||
| Q1 25 | 3.8% | 24.6% | ||
| Q4 24 | 4.2% | 23.7% | ||
| Q3 24 | 4.2% | 25.0% | ||
| Q2 24 | 3.2% | 23.3% |
每股收益(稀释后)
ACM
USB
| Q1 26 | $0.56 | — | ||
| Q4 25 | — | $1.26 | ||
| Q3 25 | $0.90 | $1.22 | ||
| Q2 25 | $0.98 | $1.11 | ||
| Q1 25 | $1.08 | $1.03 | ||
| Q4 24 | $1.25 | $1.01 | ||
| Q3 24 | $1.27 | $1.03 | ||
| Q2 24 | $0.98 | $0.97 |
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 | — |
| 总债务越低越好 | $2.6B | — |
| 股东权益账面价值 | $2.2B | $65.2B |
| 总资产 | $11.9B | $692.3B |
| 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
ACM
USB
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.6B | — |
总债务
ACM
USB
| 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
USB
| Q1 26 | $2.2B | — | ||
| Q4 25 | — | $65.2B | ||
| Q3 25 | $2.5B | $63.3B | ||
| Q2 25 | $2.5B | $61.4B | ||
| Q1 25 | $2.3B | $60.1B | ||
| Q4 24 | $2.2B | $58.6B | ||
| Q3 24 | $2.2B | $58.9B | ||
| Q2 24 | $2.3B | $56.4B |
总资产
ACM
USB
| Q1 26 | $11.9B | — | ||
| Q4 25 | — | $692.3B | ||
| Q3 25 | $12.2B | $695.4B | ||
| Q2 25 | $12.3B | $686.4B | ||
| Q1 25 | $11.8B | $676.5B | ||
| Q4 24 | $11.8B | $678.3B | ||
| Q3 24 | $12.1B | $686.5B | ||
| Q2 24 | $12.0B | $680.1B |
负债/权益比
ACM
USB
| 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 | $2.8B |
| 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× | 1.39× |
| 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
USB
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | $196.1M | $3.4B | ||
| Q2 25 | $283.7M | $2.0B | ||
| Q1 25 | $190.7M | $-285.0M | ||
| Q4 24 | $151.1M | $4.8B | ||
| Q3 24 | $298.8M | $972.0M | ||
| Q2 24 | $291.3M | $2.9B |
自由现金流
ACM
USB
| Q1 26 | $41.9M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $134.1M | — | ||
| 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
USB
| Q1 26 | 1.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.2% | — | ||
| 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
USB
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 0.4% | — |
现金转化率
ACM
USB
| Q1 26 | 0.94× | — | ||
| Q4 25 | — | 1.39× | ||
| Q3 25 | 1.63× | 1.69× | ||
| Q2 25 | 2.17× | 1.12× | ||
| Q1 25 | 1.33× | -0.17× | ||
| Q4 24 | 0.90× | 2.87× | ||
| Q3 24 | 1.73× | 0.57× | ||
| Q2 24 | 2.17× | 1.79× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图