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埃森哲（ACN）与ALLEGRO MICROSYSTEMS, INC.（ALGM）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ALLEGRO MICROSYSTEMS, INC.的78.7倍（$18.0B vs $229.2M）。埃森哲净利率更高（10.1% vs 3.6%，领先6.5%）。ALLEGRO MICROSYSTEMS, INC.同比增速更快（28.9% vs 8.3%）。埃森哲自由现金流更多（$3.7B vs $41.3M）。过去两年埃森哲的营收复合增速更高（4.7% vs -2.4%）
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。
Allegro微系统是一家全球性半导体设计制造企业，专注于研发生产高性能功率与传感类集成电路，核心产品覆盖磁传感器、功率IC、运动控制解决方案，广泛服务于汽车、工业、消费电子、通信等下游领域。
ACN vs ALGM — 直观对比
营收规模更大
ACN
是对方的78.7倍
$229.2M
营收增速更快
ALGM
高出20.6%
8.3%
净利率更高
ACN
高出6.5%
3.6%
自由现金流更多
ACN
多$3.6B
$41.3M
两年增速更快
ACN
近两年复合增速
-2.4%
损益表 — Q2 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $18.0B | $229.2M |
| 净利润 | $1.8B | $8.3M |
| 毛利率 | 30.3% | 46.7% |
| 营业利润率 | 13.8% | 4.2% |
| 净利率 | 10.1% | 3.6% |
| 营收同比 | 8.3% | 28.9% |
| 净利润同比 | 2.1% | 221.0% |
| 每股收益（稀释后） | $2.93 | $0.04 |
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ACNALGM
| Q1 26 | $18.0B | — | ||
| Q4 25 | $18.7B | $229.2M | ||
| Q3 25 | $17.6B | $214.3M | ||
| Q2 25 | $17.7B | $203.4M | ||
| Q1 25 | $16.7B | $192.8M | ||
| Q4 24 | $17.7B | $177.9M | ||
| Q3 24 | $16.4B | $187.4M | ||
| Q2 24 | $16.5B | $166.9M |
净利润ACNALGM
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.2B | $8.3M | ||
| Q3 25 | $1.4B | $6.5M | ||
| Q2 25 | $2.2B | $-13.2M | ||
| Q1 25 | $1.8B | $-14.8M | ||
| Q4 24 | $2.3B | $-6.9M | ||
| Q3 24 | $1.7B | $-33.7M | ||
| Q2 24 | $1.9B | $-17.7M |
毛利率ACNALGM
| Q1 26 | 30.3% | — | ||
| Q4 25 | 33.1% | 46.7% | ||
| Q3 25 | 31.9% | 46.3% | ||
| Q2 25 | 32.9% | 44.9% | ||
| Q1 25 | 29.9% | 41.4% | ||
| Q4 24 | 32.9% | 45.7% | ||
| Q3 24 | 32.5% | 45.7% | ||
| Q2 24 | 33.4% | 44.8% |
营业利润率ACNALGM
| Q1 26 | 13.8% | — | ||
| Q4 25 | 15.3% | 4.2% | ||
| Q3 25 | 11.6% | 2.9% | ||
| Q2 25 | 16.8% | -1.3% | ||
| Q1 25 | 13.5% | -6.8% | ||
| Q4 24 | 16.7% | -0.0% | ||
| Q3 24 | 14.3% | 2.2% | ||
| Q2 24 | 16.0% | -6.4% |
净利率ACNALGM
| Q1 26 | 10.1% | — | ||
| Q4 25 | 11.8% | 3.6% | ||
| Q3 25 | 8.0% | 3.0% | ||
| Q2 25 | 12.4% | -6.5% | ||
| Q1 25 | 10.7% | -7.7% | ||
| Q4 24 | 12.9% | -3.9% | ||
| Q3 24 | 10.3% | -18.0% | ||
| Q2 24 | 11.7% | -10.6% |
每股收益（稀释后）ACNALGM
| Q1 26 | $2.93 | — | ||
| Q4 25 | $3.54 | $0.04 | ||
| Q3 25 | $2.25 | $0.03 | ||
| Q2 25 | $3.49 | $-0.07 | ||
| Q1 25 | $2.82 | $-0.08 | ||
| Q4 24 | $3.59 | $-0.04 | ||
| Q3 24 | $2.67 | $-0.18 | ||
| Q2 24 | $3.04 | $-0.09 |
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 | $155.2M |
| 总债务越低越好 | $5.0B | $280.7M |
| 股东权益账面价值 | $31.2B | $962.7M |
| 总资产 | $67.1B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.16× | 0.29× |
8季度趋势，按日历期对齐
现金及短期投资ACNALGM
| Q1 26 | $9.4B | — | ||
| Q4 25 | $9.7B | $155.2M | ||
| Q3 25 | $11.5B | $117.5M | ||
| Q2 25 | $9.6B | $129.1M | ||
| Q1 25 | $8.5B | $121.3M | ||
| Q4 24 | $8.3B | $138.5M | ||
| Q3 24 | $5.0B | $188.8M | ||
| Q2 24 | $5.5B | $173.1M |
总债务ACNALGM
| Q1 26 | $5.0B | — | ||
| Q4 25 | $5.0B | $280.7M | ||
| Q3 25 | $5.0B | $280.4M | ||
| Q2 25 | $5.0B | $304.8M | ||
| Q1 25 | $5.0B | $338.9M | ||
| Q4 24 | $5.0B | $368.7M | ||
| Q3 24 | $78.6M | $393.0M | ||
| Q2 24 | $68.9M | $195.8M |
股东权益ACNALGM
| Q1 26 | $31.2B | — | ||
| Q4 25 | $30.9B | $962.7M | ||
| Q3 25 | $31.2B | $944.2M | ||
| Q2 25 | $30.6B | $922.7M | ||
| Q1 25 | $29.2B | $929.6M | ||
| Q4 24 | $29.2B | $933.0M | ||
| Q3 24 | $28.3B | $937.3M | ||
| Q2 24 | $27.7B | $1.1B |
总资产ACNALGM
| Q1 26 | $67.1B | — | ||
| Q4 25 | $64.7B | $1.4B | ||
| Q3 25 | $65.4B | $1.4B | ||
| Q2 25 | $63.4B | $1.4B | ||
| Q1 25 | $59.9B | $1.4B | ||
| Q4 24 | $59.9B | $1.4B | ||
| Q3 24 | $55.9B | $1.5B | ||
| Q2 24 | $54.1B | $1.4B |
负债/权益比ACNALGM
| Q1 26 | 0.16× | — | ||
| Q4 25 | 0.16× | 0.29× | ||
| Q3 25 | 0.16× | 0.30× | ||
| Q2 25 | 0.16× | 0.33× | ||
| Q1 25 | 0.17× | 0.36× | ||
| Q4 24 | 0.17× | 0.40× | ||
| Q3 24 | 0.00× | 0.42× | ||
| Q2 24 | 0.00× | 0.18× |
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 | $45.4M |
| 自由现金流经营现金流 - 资本支出 | $3.7B | $41.3M |
| 自由现金流率自由现金流/营收 | 20.3% | 18.0% |
| 资本支出强度资本支出/营收 | 0.8% | 1.8% |
| 现金转化率经营现金流/净利润 | 2.09× | 5.47× |
| 过去12个月自由现金流最近4个季度 | $12.5B | $121.2M |
8季度趋势，按日历期对齐
经营现金流ACNALGM
| Q1 26 | $3.8B | — | ||
| Q4 25 | $1.7B | $45.4M | ||
| Q3 25 | $3.9B | $20.4M | ||
| Q2 25 | $3.7B | $61.6M | ||
| Q1 25 | $2.9B | $20.4M | ||
| Q4 24 | $1.0B | $-8.2M | ||
| Q3 24 | $3.4B | $15.5M | ||
| Q2 24 | $3.1B | $34.2M |
自由现金流ACNALGM
| Q1 26 | $3.7B | — | ||
| Q4 25 | $1.5B | $41.3M | ||
| Q3 25 | $3.8B | $13.9M | ||
| Q2 25 | $3.5B | $51.0M | ||
| Q1 25 | $2.7B | $15.0M | ||
| Q4 24 | $870.3M | $-21.8M | ||
| Q3 24 | $3.2B | $5.6M | ||
| Q2 24 | $3.0B | $23.2M |
自由现金流率ACNALGM
| Q1 26 | 20.3% | — | ||
| Q4 25 | 8.0% | 18.0% | ||
| Q3 25 | 21.6% | 6.5% | ||
| Q2 25 | 19.8% | 25.1% | ||
| Q1 25 | 16.1% | 7.8% | ||
| Q4 24 | 4.9% | -12.3% | ||
| Q3 24 | 19.4% | 3.0% | ||
| Q2 24 | 18.3% | 13.9% |
资本支出强度ACNALGM
| Q1 26 | 0.8% | — | ||
| Q4 25 | 0.8% | 1.8% | ||
| Q3 25 | 0.6% | 3.0% | ||
| Q2 25 | 1.0% | 5.2% | ||
| Q1 25 | 1.0% | 2.8% | ||
| Q4 24 | 0.9% | 7.7% | ||
| Q3 24 | 1.3% | 5.3% | ||
| Q2 24 | 0.8% | 6.6% |
现金转化率ACNALGM
| Q1 26 | 2.09× | — | ||
| Q4 25 | 0.75× | 5.47× | ||
| Q3 25 | 2.77× | 3.12× | ||
| 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% |
ALGM
| Automotive End Market | $164.5M | 72% |
| Industrial And Other End Market | $64.7M | 28% |
