vs
埃森哲（ACN）与Arteris, Inc.（AIP）财务数据对比。点击上方公司名可切换其他公司
埃森哲的季度营收约是Arteris, Inc.的896.1倍（$18.0B vs $20.1M）。埃森哲净利率更高（10.1% vs -42.2%，领先52.3%）。Arteris, Inc.同比增速更快（30.0% vs 8.3%）。埃森哲自由现金流更多（$3.7B vs $3.0M）。过去两年Arteris, Inc.的营收复合增速更高（24.7% vs 4.7%）
埃森哲是总部位于爱尔兰都柏林的科技咨询企业，成立于1989年，业务覆盖全球120个国家和地区，面向各行业客户提供信息技术、管理咨询等专业服务，助力企业优化运营效率、实现数字化升级。
Arteris公司是一家跨国科技企业，总部位于美国加利福尼亚州坎贝尔，主营片上网络（NoC）知识产权以及系统芯片（SoC）集成自动化软件的研发，产品用于各类半导体芯片与芯粒设计，客户覆盖汽车电子、人工智能、机器学习、企业计算、通信、消费电子、工业以及航空航天国防等多个领域。
ACN vs AIP — 直观对比
营收规模更大
ACN
是对方的896.1倍
$20.1M
营收增速更快
AIP
高出21.7%
8.3%
净利率更高
ACN
高出52.3%
-42.2%
自由现金流更多
ACN
多$3.7B
$3.0M
两年增速更快
AIP
近两年复合增速
4.7%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $18.0B | $20.1M |
| 净利润 | $1.8B | $-8.5M |
| 毛利率 | 30.3% | 90.8% |
| 营业利润率 | 13.8% | -42.0% |
| 净利率 | 10.1% | -42.2% |
| 营收同比 | 8.3% | 30.0% |
| 净利润同比 | 2.1% | -3.7% |
| 每股收益（稀释后） | $2.93 | $-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ACNAIP
| Q1 26 | $18.0B | — | ||
| Q4 25 | $18.7B | $20.1M | ||
| Q3 25 | $17.6B | $17.4M | ||
| Q2 25 | $17.7B | $16.5M | ||
| Q1 25 | $16.7B | $16.5M | ||
| Q4 24 | $17.7B | $15.5M | ||
| Q3 24 | $16.4B | $14.7M | ||
| Q2 24 | $16.5B | $14.6M |
净利润ACNAIP
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.2B | $-8.5M | ||
| Q3 25 | $1.4B | $-9.0M | ||
| Q2 25 | $2.2B | $-9.1M | ||
| Q1 25 | $1.8B | $-8.1M | ||
| Q4 24 | $2.3B | $-8.2M | ||
| Q3 24 | $1.7B | $-7.7M | ||
| Q2 24 | $1.9B | $-8.3M |
毛利率ACNAIP
| Q1 26 | 30.3% | — | ||
| Q4 25 | 33.1% | 90.8% | ||
| Q3 25 | 31.9% | 89.9% | ||
| Q2 25 | 32.9% | 89.4% | ||
| Q1 25 | 29.9% | 90.8% | ||
| Q4 24 | 32.9% | 89.8% | ||
| Q3 24 | 32.5% | 90.1% | ||
| Q2 24 | 33.4% | 90.0% |
营业利润率ACNAIP
| Q1 26 | 13.8% | — | ||
| Q4 25 | 15.3% | -42.0% | ||
| Q3 25 | 11.6% | -50.1% | ||
| Q2 25 | 16.8% | -50.0% | ||
| Q1 25 | 13.5% | -46.6% | ||
| Q4 24 | 16.7% | -45.9% | ||
| Q3 24 | 14.3% | -53.8% | ||
| Q2 24 | 16.0% | -51.1% |
净利率ACNAIP
| Q1 26 | 10.1% | — | ||
| Q4 25 | 11.8% | -42.2% | ||
| Q3 25 | 8.0% | -51.6% | ||
| Q2 25 | 12.4% | -55.3% | ||
| Q1 25 | 10.7% | -49.1% | ||
| Q4 24 | 12.9% | -53.0% | ||
| Q3 24 | 10.3% | -52.2% | ||
| Q2 24 | 11.7% | -57.2% |
每股收益（稀释后）ACNAIP
| Q1 26 | $2.93 | — | ||
| Q4 25 | $3.54 | $-0.19 | ||
| Q3 25 | $2.25 | $-0.21 | ||
| Q2 25 | $3.49 | $-0.22 | ||
| Q1 25 | $2.82 | $-0.20 | ||
| Q4 24 | $3.59 | $-0.19 | ||
| Q3 24 | $2.67 | $-0.20 | ||
| Q2 24 | $3.04 | $-0.22 |
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 | $9.4B | $33.9M |
| 总债务越低越好 | $5.0B | — |
| 股东权益账面价值 | $31.2B | $-14.6M |
| 总资产 | $67.1B | $115.0M |
| 负债/权益比越低杠杆越低 | 0.16× | — |
8季度趋势，按日历期对齐
现金及短期投资ACNAIP
| Q1 26 | $9.4B | — | ||
| Q4 25 | $9.7B | $33.9M | ||
| Q3 25 | $11.5B | $39.0M | ||
| Q2 25 | $9.6B | $38.0M | ||
| Q1 25 | $8.5B | $42.3M | ||
| Q4 24 | $8.3B | $43.8M | ||
| Q3 24 | $5.0B | $48.7M | ||
| Q2 24 | $5.5B | $45.8M |
总债务ACNAIP
| Q1 26 | $5.0B | — | ||
| Q4 25 | $5.0B | — | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $5.0B | — | ||
| Q1 25 | $5.0B | — | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $78.6M | — | ||
| Q2 24 | $68.9M | — |
股东权益ACNAIP
| Q1 26 | $31.2B | — | ||
| Q4 25 | $30.9B | $-14.6M | ||
| Q3 25 | $31.2B | $-11.4M | ||
| Q2 25 | $30.6B | $-7.5M | ||
| Q1 25 | $29.2B | $-4.8M | ||
| Q4 24 | $29.2B | $-1.2M | ||
| Q3 24 | $28.3B | $2.2M | ||
| Q2 24 | $27.7B | $5.3M |
总资产ACNAIP
| Q1 26 | $67.1B | — | ||
| Q4 25 | $64.7B | $115.0M | ||
| Q3 25 | $65.4B | $107.7M | ||
| Q2 25 | $63.4B | $106.9M | ||
| Q1 25 | $59.9B | $98.3M | ||
| Q4 24 | $59.9B | $106.1M | ||
| Q3 24 | $55.9B | $97.7M | ||
| Q2 24 | $54.1B | $96.4M |
负债/权益比ACNAIP
| Q1 26 | 0.16× | — | ||
| Q4 25 | 0.16× | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.16× | — | ||
| Q1 25 | 0.17× | — | ||
| Q4 24 | 0.17× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — |
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 | $3.8B | $3.2M |
| 自由现金流经营现金流 - 资本支出 | $3.7B | $3.0M |
| 自由现金流率自由现金流/营收 | 20.3% | 15.1% |
| 资本支出强度资本支出/营收 | 0.8% | 0.7% |
| 现金转化率经营现金流/净利润 | 2.09× | — |
| 过去12个月自由现金流最近4个季度 | $12.5B | $5.3M |
8季度趋势，按日历期对齐
经营现金流ACNAIP
| Q1 26 | $3.8B | — | ||
| Q4 25 | $1.7B | $3.2M | ||
| Q3 25 | $3.9B | $3.2M | ||
| Q2 25 | $3.7B | $-2.5M | ||
| Q1 25 | $2.9B | $2.9M | ||
| Q4 24 | $1.0B | $-2.6M | ||
| Q3 24 | $3.4B | $1.1M | ||
| Q2 24 | $3.1B | $311.0K |
自由现金流ACNAIP
| Q1 26 | $3.7B | — | ||
| Q4 25 | $1.5B | $3.0M | ||
| Q3 25 | $3.8B | $2.5M | ||
| Q2 25 | $3.5B | $-2.8M | ||
| Q1 25 | $2.7B | $2.7M | ||
| Q4 24 | $870.3M | $-2.7M | ||
| Q3 24 | $3.2B | $1.1M | ||
| Q2 24 | $3.0B | $264.0K |
自由现金流率ACNAIP
| Q1 26 | 20.3% | — | ||
| Q4 25 | 8.0% | 15.1% | ||
| Q3 25 | 21.6% | 14.2% | ||
| Q2 25 | 19.8% | -17.2% | ||
| Q1 25 | 16.1% | 16.2% | ||
| Q4 24 | 4.9% | -17.3% | ||
| Q3 24 | 19.4% | 7.4% | ||
| Q2 24 | 18.3% | 1.8% |
资本支出强度ACNAIP
| Q1 26 | 0.8% | — | ||
| Q4 25 | 0.8% | 0.7% | ||
| Q3 25 | 0.6% | 4.1% | ||
| Q2 25 | 1.0% | 2.2% | ||
| Q1 25 | 1.0% | 1.1% | ||
| Q4 24 | 0.9% | 0.3% | ||
| Q3 24 | 1.3% | 0.2% | ||
| Q2 24 | 0.8% | 0.3% |
现金转化率ACNAIP
| Q1 26 | 2.09× | — | ||
| Q4 25 | 0.75× | — | ||
| Q3 25 | 2.77× | — | ||
| Q2 25 | 1.68× | — | ||
| Q1 25 | 1.60× | — | ||
| Q4 24 | 0.45× | — | ||
| Q3 24 | 2.01× | — | ||
| Q2 24 | 1.63× | — |
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
ACN
| Products | $5.5B | 30% |
| Health And Public Service | $3.7B | 20% |
| Financial Services Sector | $3.4B | 19% |
| Communications Media And Technology | $3.1B | 17% |
| Resources | $2.4B | 13% |
AIP
| License And Maintenance | $17.5M | 87% |
| Variable Royalties And Other | $2.6M | 13% |
