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埃森哲（ACN）与Thermon Group Holdings, Inc.（THR）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Thermon Group Holdings, Inc.的122.5倍（$18.0B vs $147.3M）。Thermon Group Holdings, Inc.净利率更高（12.4% vs 10.1%，领先2.3%）。Thermon Group Holdings, Inc.同比增速更快（9.6% vs 8.3%）。埃森哲自由现金流更多（$3.7B vs $13.1M）
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。
Thermon Group Holdings是全球专业热管理解决方案供应商，主打伴热系统、加热电缆、温控监测设备及相关安装支持服务，服务油气、化工、发电、食品饮料等核心工业领域，业务覆盖北美、欧洲、亚太、拉美等全球主要市场。
ACN vs THR — 直观对比
营收规模更大
ACN
是对方的122.5倍
$147.3M
营收增速更快
THR
高出1.3%
8.3%
净利率更高
THR
高出2.3%
10.1%
自由现金流更多
ACN
多$3.7B
$13.1M
损益表 — Q2 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $18.0B | $147.3M |
| 净利润 | $1.8B | $18.3M |
| 毛利率 | 30.3% | 46.6% |
| 营业利润率 | 13.8% | 18.1% |
| 净利率 | 10.1% | 12.4% |
| 营收同比 | 8.3% | 9.6% |
| 净利润同比 | 2.1% | -1.3% |
| 每股收益（稀释后） | $2.93 | $0.55 |
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ACNTHR
| Q1 26 | $18.0B | — | ||
| Q4 25 | $18.7B | $147.3M | ||
| Q3 25 | $17.6B | $131.7M | ||
| Q2 25 | $17.7B | $108.9M | ||
| Q1 25 | $16.7B | — | ||
| Q4 24 | $17.7B | — | ||
| Q3 24 | $16.4B | — | ||
| Q2 24 | $16.5B | — |
净利润ACNTHR
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.2B | $18.3M | ||
| Q3 25 | $1.4B | $15.0M | ||
| Q2 25 | $2.2B | $8.6M | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.9B | — |
毛利率ACNTHR
| Q1 26 | 30.3% | — | ||
| Q4 25 | 33.1% | 46.6% | ||
| Q3 25 | 31.9% | 46.4% | ||
| Q2 25 | 32.9% | 44.1% | ||
| Q1 25 | 29.9% | — | ||
| Q4 24 | 32.9% | — | ||
| Q3 24 | 32.5% | — | ||
| Q2 24 | 33.4% | — |
营业利润率ACNTHR
| Q1 26 | 13.8% | — | ||
| Q4 25 | 15.3% | 18.1% | ||
| Q3 25 | 11.6% | 16.4% | ||
| Q2 25 | 16.8% | 10.8% | ||
| Q1 25 | 13.5% | — | ||
| Q4 24 | 16.7% | — | ||
| Q3 24 | 14.3% | — | ||
| Q2 24 | 16.0% | — |
净利率ACNTHR
| Q1 26 | 10.1% | — | ||
| Q4 25 | 11.8% | 12.4% | ||
| Q3 25 | 8.0% | 11.4% | ||
| Q2 25 | 12.4% | 7.9% | ||
| Q1 25 | 10.7% | — | ||
| Q4 24 | 12.9% | — | ||
| Q3 24 | 10.3% | — | ||
| Q2 24 | 11.7% | — |
每股收益（稀释后）ACNTHR
| Q1 26 | $2.93 | — | ||
| Q4 25 | $3.54 | $0.55 | ||
| Q3 25 | $2.25 | $0.45 | ||
| Q2 25 | $3.49 | $0.26 | ||
| 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 | $46.9M |
| 总债务越低越好 | $5.0B | — |
| 股东权益账面价值 | $31.2B | $538.7M |
| 总资产 | $67.1B | $816.7M |
| 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ACNTHR
| Q1 26 | $9.4B | — | ||
| Q4 25 | $9.7B | $46.9M | ||
| Q3 25 | $11.5B | $29.7M | ||
| Q2 25 | $9.6B | $36.5M | ||
| Q1 25 | $8.5B | — | ||
| Q4 24 | $8.3B | — | ||
| Q3 24 | $5.0B | — | ||
| Q2 24 | $5.5B | — |
总债务ACNTHR
| 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ACNTHR
| Q1 26 | $31.2B | — | ||
| Q4 25 | $30.9B | $538.7M | ||
| Q3 25 | $31.2B | $515.2M | ||
| Q2 25 | $30.6B | $509.3M | ||
| Q1 25 | $29.2B | — | ||
| Q4 24 | $29.2B | — | ||
| Q3 24 | $28.3B | — | ||
| Q2 24 | $27.7B | — |
总资产ACNTHR
| Q1 26 | $67.1B | — | ||
| Q4 25 | $64.7B | $816.7M | ||
| Q3 25 | $65.4B | $778.2M | ||
| Q2 25 | $63.4B | $765.3M | ||
| Q1 25 | $59.9B | — | ||
| Q4 24 | $59.9B | — | ||
| Q3 24 | $55.9B | — | ||
| Q2 24 | $54.1B | — |
负债/权益比ACNTHR
| 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 | $18.0M |
| 自由现金流经营现金流 - 资本支出 | $3.7B | $13.1M |
| 自由现金流率自由现金流/营收 | 20.3% | 8.9% |
| 资本支出强度资本支出/营收 | 0.8% | 3.3% |
| 现金转化率经营现金流/净利润 | 2.09× | 0.98× |
| 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ACNTHR
| Q1 26 | $3.8B | — | ||
| Q4 25 | $1.7B | $18.0M | ||
| Q3 25 | $3.9B | $7.4M | ||
| Q2 25 | $3.7B | $10.7M | ||
| Q1 25 | $2.9B | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $3.1B | — |
自由现金流ACNTHR
| Q1 26 | $3.7B | — | ||
| Q4 25 | $1.5B | $13.1M | ||
| Q3 25 | $3.8B | $4.4M | ||
| Q2 25 | $3.5B | $8.3M | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $870.3M | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.0B | — |
自由现金流率ACNTHR
| Q1 26 | 20.3% | — | ||
| Q4 25 | 8.0% | 8.9% | ||
| Q3 25 | 21.6% | 3.3% | ||
| Q2 25 | 19.8% | 7.6% | ||
| Q1 25 | 16.1% | — | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | 19.4% | — | ||
| Q2 24 | 18.3% | — |
资本支出强度ACNTHR
| Q1 26 | 0.8% | — | ||
| Q4 25 | 0.8% | 3.3% | ||
| Q3 25 | 0.6% | 2.3% | ||
| Q2 25 | 1.0% | 2.2% | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 0.8% | — |
现金转化率ACNTHR
| Q1 26 | 2.09× | — | ||
| Q4 25 | 0.75× | 0.98× | ||
| Q3 25 | 2.77× | 0.50× | ||
| Q2 25 | 1.68× | 1.25× | ||
| 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% |
THR
| Other | $73.7M | 50% |
| Transferred At Point In Time | $56.1M | 38% |
| Transferred Over Time | $17.5M | 12% |
