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埃森哲（ACN）与UNIVERSAL DISPLAY CORP \PA\（OLED）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UNIVERSAL DISPLAY CORP \PA\的104.3倍（$18.0B vs $172.9M）。UNIVERSAL DISPLAY CORP \PA\净利率更高（38.4% vs 10.1%，领先28.2%）。埃森哲同比增速更快（8.3% vs 6.6%）。埃森哲自由现金流更多（$3.7B vs $15.1M）。过去两年埃森哲的营收复合增速更高（4.7% vs 2.3%）
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。
Universal Display Corporation（股票代码OLED）是有机发光二极管（OLED）技术及材料的研发与生产企业，拥有深厚的技术积累，面向显示、照明两大领域提供相关配套服务，是全球OLED上游产业链的核心供应商之一。
ACN vs OLED — 直观对比
营收规模更大
ACN
是对方的104.3倍
$172.9M
营收增速更快
ACN
高出1.8%
6.6%
净利率更高
OLED
高出28.2%
10.1%
自由现金流更多
ACN
多$3.7B
$15.1M
两年增速更快
ACN
近两年复合增速
2.3%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $18.0B | $172.9M |
| 净利润 | $1.8B | $66.3M |
| 毛利率 | 30.3% | 76.1% |
| 营业利润率 | 13.8% | 38.9% |
| 净利率 | 10.1% | 38.4% |
| 营收同比 | 8.3% | 6.6% |
| 净利润同比 | 2.1% | 44.2% |
| 每股收益（稀释后） | $2.93 | $1.40 |
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ACNOLED
| Q1 26 | $18.0B | — | ||
| Q4 25 | $18.7B | $172.9M | ||
| Q3 25 | $17.6B | $139.6M | ||
| Q2 25 | $17.7B | $171.8M | ||
| Q1 25 | $16.7B | $166.3M | ||
| Q4 24 | $17.7B | $162.3M | ||
| Q3 24 | $16.4B | $161.6M | ||
| Q2 24 | $16.5B | $158.5M |
净利润ACNOLED
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.2B | $66.3M | ||
| Q3 25 | $1.4B | $44.0M | ||
| Q2 25 | $2.2B | $67.3M | ||
| Q1 25 | $1.8B | $64.4M | ||
| Q4 24 | $2.3B | $46.0M | ||
| Q3 24 | $1.7B | $66.9M | ||
| Q2 24 | $1.9B | $52.3M |
毛利率ACNOLED
| Q1 26 | 30.3% | — | ||
| Q4 25 | 33.1% | 76.1% | ||
| Q3 25 | 31.9% | 74.6% | ||
| Q2 25 | 32.9% | 77.2% | ||
| Q1 25 | 29.9% | 77.1% | ||
| Q4 24 | 32.9% | 77.0% | ||
| Q3 24 | 32.5% | 77.8% | ||
| Q2 24 | 33.4% | 75.8% |
营业利润率ACNOLED
| Q1 26 | 13.8% | — | ||
| Q4 25 | 15.3% | 38.9% | ||
| Q3 25 | 11.6% | 30.9% | ||
| Q2 25 | 16.8% | 39.9% | ||
| Q1 25 | 13.5% | 41.9% | ||
| Q4 24 | 16.7% | 32.3% | ||
| Q3 24 | 14.3% | 41.5% | ||
| Q2 24 | 16.0% | 35.6% |
净利率ACNOLED
| Q1 26 | 10.1% | — | ||
| Q4 25 | 11.8% | 38.4% | ||
| Q3 25 | 8.0% | 31.5% | ||
| Q2 25 | 12.4% | 39.2% | ||
| Q1 25 | 10.7% | 38.8% | ||
| Q4 24 | 12.9% | 28.4% | ||
| Q3 24 | 10.3% | 41.4% | ||
| Q2 24 | 11.7% | 33.0% |
每股收益（稀释后）ACNOLED
| Q1 26 | $2.93 | — | ||
| Q4 25 | $3.54 | $1.40 | ||
| Q3 25 | $2.25 | $0.92 | ||
| Q2 25 | $3.49 | $1.41 | ||
| Q1 25 | $2.82 | $1.35 | ||
| Q4 24 | $3.59 | $0.96 | ||
| Q3 24 | $2.67 | $1.40 | ||
| Q2 24 | $3.04 | $1.10 |
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 | $602.4M |
| 总债务越低越好 | $5.0B | — |
| 股东权益账面价值 | $31.2B | $1.8B |
| 总资产 | $67.1B | $2.0B |
| 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ACNOLED
| Q1 26 | $9.4B | — | ||
| Q4 25 | $9.7B | $602.4M | ||
| Q3 25 | $11.5B | $603.0M | ||
| Q2 25 | $9.6B | $525.2M | ||
| Q1 25 | $8.5B | $571.3M | ||
| Q4 24 | $8.3B | $492.7M | ||
| Q3 24 | $5.0B | $551.6M | ||
| Q2 24 | $5.5B | $530.5M |
总债务ACNOLED
| 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ACNOLED
| Q1 26 | $31.2B | — | ||
| Q4 25 | $30.9B | $1.8B | ||
| Q3 25 | $31.2B | $1.7B | ||
| Q2 25 | $30.6B | $1.7B | ||
| Q1 25 | $29.2B | $1.7B | ||
| Q4 24 | $29.2B | $1.6B | ||
| Q3 24 | $28.3B | $1.6B | ||
| Q2 24 | $27.7B | $1.5B |
总资产ACNOLED
| Q1 26 | $67.1B | — | ||
| Q4 25 | $64.7B | $2.0B | ||
| Q3 25 | $65.4B | $1.9B | ||
| Q2 25 | $63.4B | $1.9B | ||
| Q1 25 | $59.9B | $1.9B | ||
| Q4 24 | $59.9B | $1.8B | ||
| Q3 24 | $55.9B | $1.8B | ||
| Q2 24 | $54.1B | $1.8B |
负债/权益比ACNOLED
| 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 | $31.1M |
| 自由现金流经营现金流 - 资本支出 | $3.7B | $15.1M |
| 自由现金流率自由现金流/营收 | 20.3% | 8.7% |
| 资本支出强度资本支出/营收 | 0.8% | 9.3% |
| 现金转化率经营现金流/净利润 | 2.09× | 0.47× |
| 过去12个月自由现金流最近4个季度 | $12.5B | $154.4M |
8季度趋势，按日历期对齐
经营现金流ACNOLED
| Q1 26 | $3.8B | — | ||
| Q4 25 | $1.7B | $31.1M | ||
| Q3 25 | $3.9B | $97.2M | ||
| Q2 25 | $3.7B | $51.9M | ||
| Q1 25 | $2.9B | $30.6M | ||
| Q4 24 | $1.0B | $34.7M | ||
| Q3 24 | $3.4B | $79.9M | ||
| Q2 24 | $3.1B | $67.0M |
自由现金流ACNOLED
| Q1 26 | $3.7B | — | ||
| Q4 25 | $1.5B | $15.1M | ||
| Q3 25 | $3.8B | $84.3M | ||
| Q2 25 | $3.5B | $37.5M | ||
| Q1 25 | $2.7B | $17.5M | ||
| Q4 24 | $870.3M | $22.0M | ||
| Q3 24 | $3.2B | $66.2M | ||
| Q2 24 | $3.0B | $57.9M |
自由现金流率ACNOLED
| Q1 26 | 20.3% | — | ||
| Q4 25 | 8.0% | 8.7% | ||
| Q3 25 | 21.6% | 60.4% | ||
| Q2 25 | 19.8% | 21.8% | ||
| Q1 25 | 16.1% | 10.5% | ||
| Q4 24 | 4.9% | 13.6% | ||
| Q3 24 | 19.4% | 41.0% | ||
| Q2 24 | 18.3% | 36.5% |
资本支出强度ACNOLED
| Q1 26 | 0.8% | — | ||
| Q4 25 | 0.8% | 9.3% | ||
| Q3 25 | 0.6% | 9.2% | ||
| Q2 25 | 1.0% | 8.4% | ||
| Q1 25 | 1.0% | 7.9% | ||
| Q4 24 | 0.9% | 7.8% | ||
| Q3 24 | 1.3% | 8.4% | ||
| Q2 24 | 0.8% | 5.8% |
现金转化率ACNOLED
| Q1 26 | 2.09× | — | ||
| Q4 25 | 0.75× | 0.47× | ||
| Q3 25 | 2.77× | 2.21× | ||
| Q2 25 | 1.68× | 0.77× | ||
| Q1 25 | 1.60× | 0.47× | ||
| Q4 24 | 0.45× | 0.75× | ||
| Q3 24 | 2.01× | 1.19× | ||
| Q2 24 | 1.63× | 1.28× |
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% |
OLED
| Material Sales | $95.5M | 55% |
| Other | $72.6M | 42% |
| Contract Research Services | $4.8M | 3% |
