vs
埃森哲（ACN）与CHECK POINT SOFTWARE TECHNOLOGIES LTD（CHKP）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CHECK POINT SOFTWARE TECHNOLOGIES LTD的9.1倍（$18.0B vs $2.0B）。CHECK POINT SOFTWARE TECHNOLOGIES LTD净利率更高（38.0% vs 10.1%，领先27.9%）。埃森哲自由现金流更多（$3.7B vs $895.5M）
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。
Check Point软件技术有限公司是以色列知名网络安全企业，业务覆盖全球60余个国家，总部位于以色列特拉维夫，在美国加利福尼亚州红木城设有重要运营据点。公司为全球超过10万家机构提供安全防护，旗下拥有专业安全研究团队，同时是世界经济论坛的合作伙伴。
ACN vs CHKP — 直观对比
营收规模更大
ACN
是对方的9.1倍
$2.0B
净利率更高
CHKP
高出27.9%
10.1%
自由现金流更多
ACN
多$2.8B
$895.5M
损益表 — Q2 2026 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $18.0B | $2.0B |
| 净利润 | $1.8B | $752.4M |
| 毛利率 | 30.3% | 86.7% |
| 营业利润率 | 13.8% | 30.2% |
| 净利率 | 10.1% | 38.0% |
| 营收同比 | 8.3% | — |
| 净利润同比 | 2.1% | — |
| 每股收益（稀释后） | $2.93 | $6.81 |
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ACNCHKP
| Q1 26 | $18.0B | — | ||
| Q4 25 | $18.7B | — | ||
| Q3 25 | $17.6B | $2.0B | ||
| Q2 25 | $17.7B | — | ||
| Q1 25 | $16.7B | — | ||
| Q4 24 | $17.7B | — | ||
| Q3 24 | $16.4B | — | ||
| Q2 24 | $16.5B | — |
净利润ACNCHKP
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.2B | — | ||
| Q3 25 | $1.4B | $752.4M | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.9B | — |
毛利率ACNCHKP
| Q1 26 | 30.3% | — | ||
| Q4 25 | 33.1% | — | ||
| Q3 25 | 31.9% | 86.7% | ||
| 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ACNCHKP
| Q1 26 | 13.8% | — | ||
| Q4 25 | 15.3% | — | ||
| Q3 25 | 11.6% | 30.2% | ||
| Q2 25 | 16.8% | — | ||
| Q1 25 | 13.5% | — | ||
| Q4 24 | 16.7% | — | ||
| Q3 24 | 14.3% | — | ||
| Q2 24 | 16.0% | — |
净利率ACNCHKP
| Q1 26 | 10.1% | — | ||
| Q4 25 | 11.8% | — | ||
| Q3 25 | 8.0% | 38.0% | ||
| Q2 25 | 12.4% | — | ||
| Q1 25 | 10.7% | — | ||
| Q4 24 | 12.9% | — | ||
| Q3 24 | 10.3% | — | ||
| Q2 24 | 11.7% | — |
每股收益（稀释后）ACNCHKP
| Q1 26 | $2.93 | — | ||
| Q4 25 | $3.54 | — | ||
| Q3 25 | $2.25 | $6.81 | ||
| Q2 25 | $3.49 | — | ||
| Q1 25 | $2.82 | — | ||
| Q4 24 | $3.59 | — | ||
| Q3 24 | $2.67 | — | ||
| Q2 24 | $3.04 | — |
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 | $619.9M |
| 总债务越低越好 | $5.0B | — |
| 股东权益账面价值 | $31.2B | $3.1B |
| 总资产 | $67.1B | $5.7B |
| 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ACNCHKP
| Q1 26 | $9.4B | — | ||
| Q4 25 | $9.7B | — | ||
| Q3 25 | $11.5B | $619.9M | ||
| Q2 25 | $9.6B | — | ||
| Q1 25 | $8.5B | — | ||
| Q4 24 | $8.3B | — | ||
| Q3 24 | $5.0B | — | ||
| Q2 24 | $5.5B | — |
总债务ACNCHKP
| 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ACNCHKP
| Q1 26 | $31.2B | — | ||
| Q4 25 | $30.9B | — | ||
| Q3 25 | $31.2B | $3.1B | ||
| Q2 25 | $30.6B | — | ||
| Q1 25 | $29.2B | — | ||
| Q4 24 | $29.2B | — | ||
| Q3 24 | $28.3B | — | ||
| Q2 24 | $27.7B | — |
总资产ACNCHKP
| Q1 26 | $67.1B | — | ||
| Q4 25 | $64.7B | — | ||
| Q3 25 | $65.4B | $5.7B | ||
| Q2 25 | $63.4B | — | ||
| Q1 25 | $59.9B | — | ||
| Q4 24 | $59.9B | — | ||
| Q3 24 | $55.9B | — | ||
| Q2 24 | $54.1B | — |
负债/权益比ACNCHKP
| 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 | $914.9M |
| 自由现金流经营现金流 - 资本支出 | $3.7B | $895.5M |
| 自由现金流率自由现金流/营收 | 20.3% | 45.2% |
| 资本支出强度资本支出/营收 | 0.8% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.09× | 1.22× |
| 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ACNCHKP
| Q1 26 | $3.8B | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $3.9B | $914.9M | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $2.9B | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $3.1B | — |
自由现金流ACNCHKP
| Q1 26 | $3.7B | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $3.8B | $895.5M | ||
| Q2 25 | $3.5B | — | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $870.3M | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.0B | — |
自由现金流率ACNCHKP
| Q1 26 | 20.3% | — | ||
| Q4 25 | 8.0% | — | ||
| Q3 25 | 21.6% | 45.2% | ||
| Q2 25 | 19.8% | — | ||
| Q1 25 | 16.1% | — | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | 19.4% | — | ||
| Q2 24 | 18.3% | — |
资本支出强度ACNCHKP
| Q1 26 | 0.8% | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 0.6% | 1.0% | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 0.8% | — |
现金转化率ACNCHKP
| Q1 26 | 2.09× | — | ||
| Q4 25 | 0.75× | — | ||
| Q3 25 | 2.77× | 1.22× | ||
| 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% |
CHKP
| Security subscriptions | $812.0M | 41% |
| Software updates and maintenance | $712.0M | 36% |
| Products and licenses | $337.3M | 17% |
| Other | $119.2M | 6% |
