vs
埃森哲（ACN）与威世（VSH）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威世的22.5倍（$18.0B vs $800.9M）。埃森哲净利率更高（10.1% vs 0.1%，领先10.0%）。威世同比增速更快（12.1% vs 8.3%）。埃森哲自由现金流更多（$3.7B vs $54.6M）。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。
威世（Vishay Intertechnology）是美国知名的分立半导体与被动电子元器件制造商，由企业家菲利克斯·赞德曼创立。公司在以色列、亚洲、欧洲、美洲均设有生产基地，产品覆盖整流器、二极管、MOSFET、光电器件、精选集成电路、电阻器、电容器、电感器等品类，2024年营收达29亿美元，全球全职员工约2.27万人。
ACN vs VSH — 直观对比
营收规模更大
ACN
是对方的22.5倍
$800.9M
营收增速更快
VSH
高出3.7%
8.3%
净利率更高
ACN
高出10.0%
0.1%
自由现金流更多
ACN
多$3.6B
$54.6M
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 | $800.9M |
| 净利润 | $1.8B | $986.0K |
| 毛利率 | 30.3% | 19.6% |
| 营业利润率 | 13.8% | 1.8% |
| 净利率 | 10.1% | 0.1% |
| 营收同比 | 8.3% | 12.1% |
| 净利润同比 | 2.1% | 101.5% |
| 每股收益（稀释后） | $2.93 | $0.01 |
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ACNVSH
| Q1 26 | $18.0B | — | ||
| Q4 25 | $18.7B | $800.9M | ||
| Q3 25 | $17.6B | $790.6M | ||
| Q2 25 | $17.7B | $762.3M | ||
| Q1 25 | $16.7B | $715.2M | ||
| Q4 24 | $17.7B | $714.7M | ||
| Q3 24 | $16.4B | $735.4M | ||
| Q2 24 | $16.5B | $741.2M |
净利润ACNVSH
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.2B | $986.0K | ||
| Q3 25 | $1.4B | $-7.9M | ||
| Q2 25 | $2.2B | $2.0M | ||
| Q1 25 | $1.8B | $-4.1M | ||
| Q4 24 | $2.3B | $-66.1M | ||
| Q3 24 | $1.7B | $-19.3M | ||
| Q2 24 | $1.9B | $23.5M |
毛利率ACNVSH
| Q1 26 | 30.3% | — | ||
| Q4 25 | 33.1% | 19.6% | ||
| Q3 25 | 31.9% | 19.5% | ||
| Q2 25 | 32.9% | 19.5% | ||
| Q1 25 | 29.9% | 19.0% | ||
| Q4 24 | 32.9% | 19.9% | ||
| Q3 24 | 32.5% | 20.5% | ||
| Q2 24 | 33.4% | 22.0% |
营业利润率ACNVSH
| Q1 26 | 13.8% | — | ||
| Q4 25 | 15.3% | 1.8% | ||
| Q3 25 | 11.6% | 2.4% | ||
| Q2 25 | 16.8% | 2.9% | ||
| Q1 25 | 13.5% | 0.1% | ||
| Q4 24 | 16.7% | -7.9% | ||
| Q3 24 | 14.3% | -2.5% | ||
| Q2 24 | 16.0% | 5.1% |
净利率ACNVSH
| Q1 26 | 10.1% | — | ||
| Q4 25 | 11.8% | 0.1% | ||
| Q3 25 | 8.0% | -1.0% | ||
| Q2 25 | 12.4% | 0.3% | ||
| Q1 25 | 10.7% | -0.6% | ||
| Q4 24 | 12.9% | -9.2% | ||
| Q3 24 | 10.3% | -2.6% | ||
| Q2 24 | 11.7% | 3.2% |
每股收益（稀释后）ACNVSH
| Q1 26 | $2.93 | — | ||
| Q4 25 | $3.54 | $0.01 | ||
| Q3 25 | $2.25 | $-0.06 | ||
| Q2 25 | $3.49 | $0.01 | ||
| Q1 25 | $2.82 | $-0.03 | ||
| Q4 24 | $3.59 | $-0.48 | ||
| Q3 24 | $2.67 | $-0.14 | ||
| Q2 24 | $3.04 | $0.17 |
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 | $515.0M |
| 总债务越低越好 | $5.0B | $950.9M |
| 股东权益账面价值 | $31.2B | $2.1B |
| 总资产 | $67.1B | $4.2B |
| 负债/权益比越低杠杆越低 | 0.16× | 0.46× |
8季度趋势，按日历期对齐
现金及短期投资ACNVSH
| Q1 26 | $9.4B | — | ||
| Q4 25 | $9.7B | $515.0M | ||
| Q3 25 | $11.5B | $443.9M | ||
| Q2 25 | $9.6B | $473.9M | ||
| Q1 25 | $8.5B | $609.4M | ||
| Q4 24 | $8.3B | $590.3M | ||
| Q3 24 | $5.0B | $643.8M | ||
| Q2 24 | $5.5B | $672.7M |
总债务ACNVSH
| Q1 26 | $5.0B | — | ||
| Q4 25 | $5.0B | $950.9M | ||
| Q3 25 | $5.0B | $919.7M | ||
| Q2 25 | $5.0B | $914.5M | ||
| Q1 25 | $5.0B | $988.2M | ||
| Q4 24 | $5.0B | $905.0M | ||
| Q3 24 | $78.6M | $820.8M | ||
| Q2 24 | $68.9M | $820.6M |
股东权益ACNVSH
| Q1 26 | $31.2B | — | ||
| Q4 25 | $30.9B | $2.1B | ||
| Q3 25 | $31.2B | $2.1B | ||
| Q2 25 | $30.6B | $2.1B | ||
| Q1 25 | $29.2B | $2.0B | ||
| Q4 24 | $29.2B | $2.0B | ||
| Q3 24 | $28.3B | $2.2B | ||
| Q2 24 | $27.7B | $2.2B |
总资产ACNVSH
| Q1 26 | $67.1B | — | ||
| Q4 25 | $64.7B | $4.2B | ||
| Q3 25 | $65.4B | $4.2B | ||
| Q2 25 | $63.4B | $4.2B | ||
| Q1 25 | $59.9B | $4.2B | ||
| Q4 24 | $59.9B | $4.1B | ||
| Q3 24 | $55.9B | $4.2B | ||
| Q2 24 | $54.1B | $4.2B |
负债/权益比ACNVSH
| Q1 26 | 0.16× | — | ||
| Q4 25 | 0.16× | 0.46× | ||
| Q3 25 | 0.16× | 0.44× | ||
| Q2 25 | 0.16× | 0.44× | ||
| Q1 25 | 0.17× | 0.49× | ||
| Q4 24 | 0.17× | 0.45× | ||
| Q3 24 | 0.00× | 0.38× | ||
| Q2 24 | 0.00× | 0.38× |
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 | $149.4M |
| 自由现金流经营现金流 - 资本支出 | $3.7B | $54.6M |
| 自由现金流率自由现金流/营收 | 20.3% | 6.8% |
| 资本支出强度资本支出/营收 | 0.8% | 11.8% |
| 现金转化率经营现金流/净利润 | 2.09× | 151.48× |
| 过去12个月自由现金流最近4个季度 | $12.5B | $-89.0M |
8季度趋势，按日历期对齐
经营现金流ACNVSH
| Q1 26 | $3.8B | — | ||
| Q4 25 | $1.7B | $149.4M | ||
| Q3 25 | $3.9B | $27.6M | ||
| Q2 25 | $3.7B | $-8.8M | ||
| Q1 25 | $2.9B | $16.1M | ||
| Q4 24 | $1.0B | $67.7M | ||
| Q3 24 | $3.4B | $50.6M | ||
| Q2 24 | $3.1B | $-24.7M |
自由现金流ACNVSH
| Q1 26 | $3.7B | — | ||
| Q4 25 | $1.5B | $54.6M | ||
| Q3 25 | $3.8B | $-24.7M | ||
| Q2 25 | $3.5B | $-73.4M | ||
| Q1 25 | $2.7B | $-45.5M | ||
| Q4 24 | $870.3M | $-77.2M | ||
| Q3 24 | $3.2B | $-9.0M | ||
| Q2 24 | $3.0B | $-87.3M |
自由现金流率ACNVSH
| Q1 26 | 20.3% | — | ||
| Q4 25 | 8.0% | 6.8% | ||
| Q3 25 | 21.6% | -3.1% | ||
| Q2 25 | 19.8% | -9.6% | ||
| Q1 25 | 16.1% | -6.4% | ||
| Q4 24 | 4.9% | -10.8% | ||
| Q3 24 | 19.4% | -1.2% | ||
| Q2 24 | 18.3% | -11.8% |
资本支出强度ACNVSH
| Q1 26 | 0.8% | — | ||
| Q4 25 | 0.8% | 11.8% | ||
| Q3 25 | 0.6% | 6.6% | ||
| Q2 25 | 1.0% | 8.5% | ||
| Q1 25 | 1.0% | 8.6% | ||
| Q4 24 | 0.9% | 20.3% | ||
| Q3 24 | 1.3% | 8.1% | ||
| Q2 24 | 0.8% | 8.4% |
现金转化率ACNVSH
| Q1 26 | 2.09× | — | ||
| Q4 25 | 0.75× | 151.48× | ||
| Q3 25 | 2.77× | — | ||
| Q2 25 | 1.68× | -4.39× | ||
| Q1 25 | 1.60× | — | ||
| Q4 24 | 0.45× | — | ||
| Q3 24 | 2.01× | — | ||
| Q2 24 | 1.63× | -1.05× |
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% |
VSH
| Resistors Segment | $189.4M | 24% |
| Diodes Segment | $154.2M | 19% |
| Capacitors Segment | $136.5M | 17% |
| Other | $126.4M | 16% |
| Inductors Segment | $92.6M | 12% |
| Optoelectronic Components Segment | $55.7M | 7% |
| EMS Companies | $51.6M | 6% |
