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艾奕康(ACM)与标普全球(VG)财务数据对比。点击上方公司名可切换其他公司
标普全球的季度营收约是艾奕康的1.2倍($4.6B vs $3.8B),标普全球净利率更高(13.6% vs 1.9%,领先11.6%),标普全球同比增速更快(59.0% vs 1.6%),过去两年标普全球的营收复合增速更高(103.8% 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。
标普全球是总部位于美国纽约曼哈顿的上市企业,核心业务涵盖金融信息与数据分析、能源及大宗商品情报服务,旗下拥有标普全球评级、标普全球能源、标普全球市场财智、印度信用评级机构CRISIL等子品牌,同时是标普道琼斯指数合资公司的控股股东。
ACM vs VG — 直观对比
营收规模更大
VG
是对方的1.2倍
$3.8B
营收增速更快
VG
高出57.4%
1.6%
净利率更高
VG
高出11.6%
1.9%
两年增速更快
VG
近两年复合增速
-1.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.8B | $4.6B |
| 净利润 | $74.5M | $625.0M |
| 毛利率 | 7.3% | — |
| 营业利润率 | 5.8% | 26.1% |
| 净利率 | 1.9% | 13.6% |
| 营收同比 | 1.6% | 59.0% |
| 净利润同比 | -48.0% | 20.9% |
| 每股收益(稀释后) | $0.56 | $0.19 |
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
VG
| Q1 26 | $3.8B | $4.6B | ||
| Q4 25 | — | $4.4B | ||
| Q3 25 | $4.2B | $3.3B | ||
| Q2 25 | $4.2B | $3.1B | ||
| Q1 25 | $3.8B | $2.9B | ||
| Q4 24 | $4.0B | $1.5B | ||
| Q3 24 | $4.1B | $926.0M | ||
| Q2 24 | $4.2B | $1.1B |
净利润
ACM
VG
| Q1 26 | $74.5M | $625.0M | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $120.4M | $550.0M | ||
| Q2 25 | $131.0M | $475.0M | ||
| Q1 25 | $143.4M | $517.0M | ||
| Q4 24 | $167.0M | $990.0M | ||
| Q3 24 | $172.5M | $-294.0M | ||
| Q2 24 | $134.3M | $352.0M |
毛利率
ACM
VG
| 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
VG
| Q1 26 | 5.8% | 26.1% | ||
| Q4 25 | — | 38.7% | ||
| Q3 25 | 5.7% | 39.7% | ||
| Q2 25 | 7.0% | 33.5% | ||
| Q1 25 | 6.8% | 37.3% | ||
| Q4 24 | 5.9% | 39.0% | ||
| Q3 24 | 5.8% | 20.4% | ||
| Q2 24 | 5.5% | 32.8% |
净利率
ACM
VG
| Q1 26 | 1.9% | 13.6% | ||
| Q4 25 | — | 26.8% | ||
| Q3 25 | 2.9% | 16.5% | ||
| Q2 25 | 3.1% | 15.3% | ||
| Q1 25 | 3.8% | 17.9% | ||
| Q4 24 | 4.2% | 65.0% | ||
| Q3 24 | 4.2% | -31.7% | ||
| Q2 24 | 3.2% | 31.8% |
每股收益(稀释后)
ACM
VG
| Q1 26 | $0.56 | $0.19 | ||
| Q4 25 | — | $0.41 | ||
| Q3 25 | $0.90 | $0.16 | ||
| Q2 25 | $0.98 | $0.14 | ||
| Q1 25 | $1.08 | $0.15 | ||
| Q4 24 | $1.25 | $0.35 | ||
| Q3 24 | $1.27 | $-0.15 | ||
| Q2 24 | $0.98 | $0.12 |
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 | $1.6B |
| 总债务越低越好 | $2.6B | — |
| 股东权益账面价值 | $2.2B | $10.7B |
| 总资产 | $11.9B | $56.3B |
| 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
VG
| Q1 26 | $1.2B | $1.6B | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | $1.6B | $1.9B | ||
| Q2 25 | $1.8B | $2.2B | ||
| Q1 25 | $1.6B | $3.6B | ||
| Q4 24 | $1.6B | $3.6B | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.6B | — |
总债务
ACM
VG
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | $34.2B | ||
| Q3 25 | $2.6B | $32.6B | ||
| Q2 25 | $2.5B | $30.0B | ||
| Q1 25 | $2.5B | $29.3B | ||
| Q4 24 | $2.5B | $29.3B | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $2.5B | — |
股东权益
ACM
VG
| Q1 26 | $2.2B | $10.7B | ||
| Q4 25 | — | $6.7B | ||
| Q3 25 | $2.5B | $5.7B | ||
| Q2 25 | $2.5B | $5.3B | ||
| Q1 25 | $2.3B | $4.9B | ||
| Q4 24 | $2.2B | $2.9B | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.3B | — |
总资产
ACM
VG
| Q1 26 | $11.9B | $56.3B | ||
| Q4 25 | — | $53.4B | ||
| Q3 25 | $12.2B | $50.1B | ||
| Q2 25 | $12.3B | $46.5B | ||
| Q1 25 | $11.8B | $45.1B | ||
| Q4 24 | $11.8B | $43.5B | ||
| Q3 24 | $12.1B | — | ||
| Q2 24 | $12.0B | — |
负债/权益比
ACM
VG
| Q1 26 | 1.18× | — | ||
| Q4 25 | — | 5.07× | ||
| Q3 25 | 1.06× | 5.73× | ||
| Q2 25 | 0.99× | 5.69× | ||
| Q1 25 | 1.07× | 6.01× | ||
| Q4 24 | 1.11× | 10.11× | ||
| 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 | — |
| 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× | — |
| 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
VG
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | $196.1M | $1.9B | ||
| Q2 25 | $283.7M | $1.5B | ||
| Q1 25 | $190.7M | $1.1B | ||
| Q4 24 | $151.1M | — | ||
| Q3 24 | $298.8M | — | ||
| Q2 24 | $291.3M | — |
自由现金流
ACM
VG
| Q1 26 | $41.9M | — | ||
| Q4 25 | — | $-1.5B | ||
| Q3 25 | $134.1M | $-1.4B | ||
| Q2 25 | $261.7M | $-1.5B | ||
| Q1 25 | $178.3M | $-2.4B | ||
| Q4 24 | $110.9M | — | ||
| Q3 24 | $274.5M | — | ||
| Q2 24 | $272.8M | — |
自由现金流率
ACM
VG
| Q1 26 | 1.1% | — | ||
| Q4 25 | — | -34.1% | ||
| Q3 25 | 3.2% | -42.4% | ||
| Q2 25 | 6.3% | -49.1% | ||
| Q1 25 | 4.7% | -81.3% | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 6.7% | — | ||
| Q2 24 | 6.6% | — |
资本支出强度
ACM
VG
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 81.6% | ||
| Q3 25 | 1.5% | 98.9% | ||
| Q2 25 | 0.5% | 96.1% | ||
| Q1 25 | 0.3% | 119.8% | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 0.4% | — |
现金转化率
ACM
VG
| Q1 26 | 0.94× | — | ||
| Q4 25 | — | 1.77× | ||
| Q3 25 | 1.63× | 3.42× | ||
| Q2 25 | 2.17× | 3.07× | ||
| Q1 25 | 1.33× | 2.15× | ||
| Q4 24 | 0.90× | — | ||
| Q3 24 | 1.73× | — | ||
| Q2 24 | 2.17× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图