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艾奕康(ACM)与Veralto(VLTO)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Veralto的2.7倍($3.8B vs $1.4B),Veralto净利率更高(17.9% vs 1.9%,领先15.9%),Veralto同比增速更快(6.8% vs 1.6%),Veralto自由现金流更多($170.0M vs $41.9M),过去两年Veralto的营收复合增速更高(6.8% 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。
Veralto是总部位于美国马萨诸塞州沃尔瑟姆的科技企业,核心业务覆盖水分析、水处理、标识喷码、包装及色彩管理相关产品的研发与生产,面向全球多领域客户提供适配的技术产品及配套服务。
ACM vs VLTO — 直观对比
营收规模更大
ACM
是对方的2.7倍
$1.4B
营收增速更快
VLTO
高出5.2%
1.6%
净利率更高
VLTO
高出15.9%
1.9%
自由现金流更多
VLTO
多$128.1M
$41.9M
两年增速更快
VLTO
近两年复合增速
-1.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.8B | $1.4B |
| 净利润 | $74.5M | $254.0M |
| 毛利率 | 7.3% | 60.1% |
| 营业利润率 | 5.8% | 23.8% |
| 净利率 | 1.9% | 17.9% |
| 营收同比 | 1.6% | 6.8% |
| 净利润同比 | -48.0% | 12.9% |
| 每股收益(稀释后) | $0.56 | $1.02 |
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
VLTO
| Q1 26 | $3.8B | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $4.2B | $1.4B | ||
| Q2 25 | $4.2B | $1.3B | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $4.0B | $1.3B | ||
| Q3 24 | $4.1B | $1.3B | ||
| Q2 24 | $4.2B | $1.3B |
净利润
ACM
VLTO
| Q1 26 | $74.5M | $254.0M | ||
| Q4 25 | — | $239.0M | ||
| Q3 25 | $120.4M | $222.0M | ||
| Q2 25 | $131.0M | $225.0M | ||
| Q1 25 | $143.4M | — | ||
| Q4 24 | $167.0M | $227.0M | ||
| Q3 24 | $172.5M | $219.0M | ||
| Q2 24 | $134.3M | $203.0M |
毛利率
ACM
VLTO
| Q1 26 | 7.3% | 60.1% | ||
| Q4 25 | — | 60.1% | ||
| Q3 25 | 7.9% | 60.0% | ||
| Q2 25 | 7.8% | 60.4% | ||
| Q1 25 | 7.7% | — | ||
| Q4 24 | 6.7% | 59.6% | ||
| Q3 24 | 7.2% | 59.6% | ||
| Q2 24 | 6.9% | 60.1% |
营业利润率
ACM
VLTO
| Q1 26 | 5.8% | 23.8% | ||
| Q4 25 | — | 23.2% | ||
| Q3 25 | 5.7% | 22.8% | ||
| Q2 25 | 7.0% | 24.2% | ||
| Q1 25 | 6.8% | — | ||
| Q4 24 | 5.9% | 22.9% | ||
| Q3 24 | 5.8% | 23.4% | ||
| Q2 24 | 5.5% | 23.2% |
净利率
ACM
VLTO
| Q1 26 | 1.9% | 17.9% | ||
| Q4 25 | — | 17.0% | ||
| Q3 25 | 2.9% | 16.2% | ||
| Q2 25 | 3.1% | 16.9% | ||
| Q1 25 | 3.8% | — | ||
| Q4 24 | 4.2% | 16.9% | ||
| Q3 24 | 4.2% | 16.7% | ||
| Q2 24 | 3.2% | 15.8% |
每股收益(稀释后)
ACM
VLTO
| Q1 26 | $0.56 | $1.02 | ||
| Q4 25 | — | $0.95 | ||
| Q3 25 | $0.90 | $0.89 | ||
| Q2 25 | $0.98 | $0.90 | ||
| Q1 25 | $1.08 | — | ||
| Q4 24 | $1.25 | $0.91 | ||
| Q3 24 | $1.27 | $0.88 | ||
| Q2 24 | $0.98 | $0.81 |
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 | — |
| 总资产 | $11.9B | — |
| 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
VLTO
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $1.6B | $1.6B | ||
| Q2 25 | $1.8B | $1.2B | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | $1.1B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.6B | $1.0B |
总债务
ACM
VLTO
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | $2.6B | $2.7B | ||
| Q2 25 | $2.5B | $2.6B | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.5B | $2.6B | ||
| Q3 24 | $2.5B | $2.6B | ||
| Q2 24 | $2.5B | $2.6B |
股东权益
ACM
VLTO
| Q1 26 | $2.2B | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | $2.5B | $2.7B | ||
| Q2 25 | $2.5B | $2.3B | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.2B | $2.0B | ||
| Q3 24 | $2.2B | $2.0B | ||
| Q2 24 | $2.3B | $1.7B |
总资产
ACM
VLTO
| Q1 26 | $11.9B | — | ||
| Q4 25 | — | $7.4B | ||
| Q3 25 | $12.2B | $7.2B | ||
| Q2 25 | $12.3B | $6.6B | ||
| Q1 25 | $11.8B | — | ||
| Q4 24 | $11.8B | $6.4B | ||
| Q3 24 | $12.1B | $6.3B | ||
| Q2 24 | $12.0B | $5.9B |
负债/权益比
ACM
VLTO
| Q1 26 | 1.18× | — | ||
| Q4 25 | — | 0.94× | ||
| Q3 25 | 1.06× | 1.01× | ||
| Q2 25 | 0.99× | 1.14× | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 1.11× | 1.28× | ||
| Q3 24 | 1.12× | 1.35× | ||
| Q2 24 | 1.07× | 1.57× |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $41.9M | $170.0M |
| 自由现金流率自由现金流/营收 | 1.1% | 12.0% |
| 资本支出强度资本支出/营收 | 0.7% | 0.8% |
| 现金转化率经营现金流/净利润 | 0.94× | 0.72× |
| 过去12个月自由现金流最近4个季度 | $616.0M | $893.0M |
8季度趋势,按日历期对齐
经营现金流
ACM
VLTO
| Q1 26 | $70.2M | $182.0M | ||
| Q4 25 | — | $270.0M | ||
| Q3 25 | $196.1M | $339.0M | ||
| Q2 25 | $283.7M | $157.0M | ||
| Q1 25 | $190.7M | — | ||
| Q4 24 | $151.1M | $285.0M | ||
| Q3 24 | $298.8M | $224.0M | ||
| Q2 24 | $291.3M | $251.0M |
自由现金流
ACM
VLTO
| Q1 26 | $41.9M | $170.0M | ||
| Q4 25 | — | $258.0M | ||
| Q3 25 | $134.1M | $323.0M | ||
| Q2 25 | $261.7M | $142.0M | ||
| Q1 25 | $178.3M | — | ||
| Q4 24 | $110.9M | $263.0M | ||
| Q3 24 | $274.5M | $215.0M | ||
| Q2 24 | $272.8M | $240.0M |
自由现金流率
ACM
VLTO
| Q1 26 | 1.1% | 12.0% | ||
| Q4 25 | — | 18.4% | ||
| Q3 25 | 3.2% | 23.6% | ||
| Q2 25 | 6.3% | 10.7% | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 2.8% | 19.6% | ||
| Q3 24 | 6.7% | 16.4% | ||
| Q2 24 | 6.6% | 18.6% |
资本支出强度
ACM
VLTO
| Q1 26 | 0.7% | 0.8% | ||
| Q4 25 | — | 0.9% | ||
| Q3 25 | 1.5% | 1.2% | ||
| Q2 25 | 0.5% | 1.1% | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 1.0% | 1.6% | ||
| Q3 24 | 0.6% | 0.7% | ||
| Q2 24 | 0.4% | 0.9% |
现金转化率
ACM
VLTO
| Q1 26 | 0.94× | 0.72× | ||
| Q4 25 | — | 1.13× | ||
| Q3 25 | 1.63× | 1.53× | ||
| Q2 25 | 2.17× | 0.70× | ||
| Q1 25 | 1.33× | — | ||
| Q4 24 | 0.90× | 1.26× | ||
| Q3 24 | 1.73× | 1.02× | ||
| Q2 24 | 2.17× | 1.24× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图