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埃森哲(ACN)与American Well Corp(AMWL)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American Well Corp的326.2倍($18.0B vs $55.3M)。埃森哲净利率更高(10.1% vs -45.1%,领先55.2%)。埃森哲同比增速更快(8.3% vs -22.1%)。埃森哲自由现金流更多($3.7B vs $-17.4M)。过去两年埃森哲的营收复合增速更高(4.7% vs -3.6%)
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。
美国烟草公司由J.B.杜克于1890年整合多家美国烟草制造商合并创立,1896年成为道琼斯工业平均指数最初的12支成分股之一。该公司收购了好彩公司及超过200家竞争对手,一度垄断美国烟草行业。1907年美国联邦政府发起反垄断诉讼,最终将该公司分拆为多家企业。
ACN vs AMWL — 直观对比
营收规模更大
ACN
是对方的326.2倍
$55.3M
营收增速更快
ACN
高出30.4%
-22.1%
净利率更高
ACN
高出55.2%
-45.1%
自由现金流更多
ACN
多$3.7B
$-17.4M
两年增速更快
ACN
近两年复合增速
-3.6%
损益表 — Q2 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $18.0B | $55.3M |
| 净利润 | $1.8B | $-24.9M |
| 毛利率 | 30.3% | — |
| 营业利润率 | 13.8% | -45.5% |
| 净利率 | 10.1% | -45.1% |
| 营收同比 | 8.3% | -22.1% |
| 净利润同比 | 2.1% | 41.6% |
| 每股收益(稀释后) | $2.93 | $-1.53 |
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
ACN
AMWL
| Q1 26 | $18.0B | — | ||
| Q4 25 | $18.7B | $55.3M | ||
| Q3 25 | $17.6B | $56.3M | ||
| Q2 25 | $17.7B | $70.9M | ||
| Q1 25 | $16.7B | $66.8M | ||
| Q4 24 | $17.7B | $71.0M | ||
| Q3 24 | $16.4B | $61.0M | ||
| Q2 24 | $16.5B | $62.8M |
净利润
ACN
AMWL
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.2B | $-24.9M | ||
| Q3 25 | $1.4B | $-32.4M | ||
| Q2 25 | $2.2B | $-19.7M | ||
| Q1 25 | $1.8B | $-18.7M | ||
| Q4 24 | $2.3B | $-42.7M | ||
| Q3 24 | $1.7B | $-43.5M | ||
| Q2 24 | $1.9B | $-49.9M |
毛利率
ACN
AMWL
| Q1 26 | 30.3% | — | ||
| Q4 25 | 33.1% | — | ||
| Q3 25 | 31.9% | — | ||
| Q2 25 | 32.9% | — | ||
| Q1 25 | 29.9% | — | ||
| Q4 24 | 32.9% | — | ||
| Q3 24 | 32.5% | — | ||
| Q2 24 | 33.4% | — |
营业利润率
ACN
AMWL
| Q1 26 | 13.8% | — | ||
| Q4 25 | 15.3% | -45.5% | ||
| Q3 25 | 11.6% | -52.1% | ||
| Q2 25 | 16.8% | -28.7% | ||
| Q1 25 | 13.5% | -45.5% | ||
| Q4 24 | 16.7% | -60.2% | ||
| Q3 24 | 14.3% | -77.6% | ||
| Q2 24 | 16.0% | -83.4% |
净利率
ACN
AMWL
| Q1 26 | 10.1% | — | ||
| Q4 25 | 11.8% | -45.1% | ||
| Q3 25 | 8.0% | -57.5% | ||
| Q2 25 | 12.4% | -27.8% | ||
| Q1 25 | 10.7% | -28.0% | ||
| Q4 24 | 12.9% | -60.1% | ||
| Q3 24 | 10.3% | -71.2% | ||
| Q2 24 | 11.7% | -79.5% |
每股收益(稀释后)
ACN
AMWL
| Q1 26 | $2.93 | — | ||
| Q4 25 | $3.54 | $-1.53 | ||
| Q3 25 | $2.25 | $-2.00 | ||
| Q2 25 | $3.49 | $-1.24 | ||
| Q1 25 | $2.82 | $-1.19 | ||
| Q4 24 | $3.59 | $-2.71 | ||
| Q3 24 | $2.67 | $-2.87 | ||
| Q2 24 | $3.04 | $-3.36 |
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 | $182.3M |
| 总债务越低越好 | $5.0B | — |
| 股东权益账面价值 | $31.2B | $235.6M |
| 总资产 | $67.1B | $323.8M |
| 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
ACN
AMWL
| Q1 26 | $9.4B | — | ||
| Q4 25 | $9.7B | $182.3M | ||
| Q3 25 | $11.5B | $200.9M | ||
| Q2 25 | $9.6B | $219.1M | ||
| Q1 25 | $8.5B | $222.4M | ||
| Q4 24 | $8.3B | $228.3M | ||
| Q3 24 | $5.0B | $244.6M | ||
| Q2 24 | $5.5B | $276.9M |
总债务
ACN
AMWL
| 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
ACN
AMWL
| Q1 26 | $31.2B | — | ||
| Q4 25 | $30.9B | $235.6M | ||
| Q3 25 | $31.2B | $254.9M | ||
| Q2 25 | $30.6B | $282.6M | ||
| Q1 25 | $29.2B | $294.0M | ||
| Q4 24 | $29.2B | $304.8M | ||
| Q3 24 | $28.3B | $336.7M | ||
| Q2 24 | $27.7B | $363.9M |
总资产
ACN
AMWL
| Q1 26 | $67.1B | — | ||
| Q4 25 | $64.7B | $323.8M | ||
| Q3 25 | $65.4B | $359.4M | ||
| Q2 25 | $63.4B | $388.7M | ||
| Q1 25 | $59.9B | $419.5M | ||
| Q4 24 | $59.9B | $436.0M | ||
| Q3 24 | $55.9B | $483.0M | ||
| Q2 24 | $54.1B | $507.8M |
负债/权益比
ACN
AMWL
| 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 | $-17.4M |
| 自由现金流经营现金流 - 资本支出 | $3.7B | $-17.4M |
| 自由现金流率自由现金流/营收 | 20.3% | -31.4% |
| 资本支出强度资本支出/营收 | 0.8% | 0.0% |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
ACN
AMWL
| Q1 26 | $3.8B | — | ||
| Q4 25 | $1.7B | $-17.4M | ||
| Q3 25 | $3.9B | $-18.8M | ||
| Q2 25 | $3.7B | $-4.7M | ||
| Q1 25 | $2.9B | $-25.1M | ||
| Q4 24 | $1.0B | $-13.4M | ||
| Q3 24 | $3.4B | $-32.4M | ||
| Q2 24 | $3.1B | $-21.8M |
自由现金流
ACN
AMWL
| Q1 26 | $3.7B | — | ||
| Q4 25 | $1.5B | $-17.4M | ||
| Q3 25 | $3.8B | — | ||
| Q2 25 | $3.5B | — | ||
| Q1 25 | $2.7B | $-25.1M | ||
| Q4 24 | $870.3M | $-13.4M | ||
| Q3 24 | $3.2B | $-32.4M | ||
| Q2 24 | $3.0B | $-21.8M |
自由现金流率
ACN
AMWL
| Q1 26 | 20.3% | — | ||
| Q4 25 | 8.0% | -31.4% | ||
| Q3 25 | 21.6% | — | ||
| Q2 25 | 19.8% | — | ||
| Q1 25 | 16.1% | -37.6% | ||
| Q4 24 | 4.9% | -18.9% | ||
| Q3 24 | 19.4% | -53.0% | ||
| Q2 24 | 18.3% | -34.7% |
资本支出强度
ACN
AMWL
| Q1 26 | 0.8% | — | ||
| Q4 25 | 0.8% | 0.0% | ||
| Q3 25 | 0.6% | 0.0% | ||
| Q2 25 | 1.0% | 0.0% | ||
| Q1 25 | 1.0% | 0.0% | ||
| Q4 24 | 0.9% | 0.0% | ||
| Q3 24 | 1.3% | 0.0% | ||
| Q2 24 | 0.8% | 0.0% |
现金转化率
ACN
AMWL
| 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% |
AMWL
| Platform Subscription | $28.8M | 52% |
| Visits | $23.7M | 43% |
| Others | $2.8M | 5% |