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艾地盟（ADM）与美国运通（AXP）财务数据对比。点击上方公司名可切换其他公司
艾地盟的季度营收约是美国运通的1.1倍（$20.5B vs $18.9B），美国运通净利率更高（15.7% vs 1.5%，领先14.3%），美国运通同比增速更快（11.4% vs 1.6%），过去两年美国运通的营收复合增速更高（38.8% vs -4.0%）
艾地盟（ADM）是美国跨国食品加工与大宗商品贸易企业，1902年成立，总部位于伊利诺伊州芝加哥。集团在全球布局270多家加工厂及420多个农作物采购站点，将谷物、油籽加工为食品、饮料、营养保健、工业生产及动物饲料领域的各类产品，供应全球市场。
美国运通是全球知名的支付服务提供商，主营签账卡、信用卡产品及旅行相关服务，下设全球消费者服务、全球商业服务、全球商户与网络服务三大业务板块，还提供支付融资、网络服务、应付账款费用管理、旅行生活服务等多元解决方案。
ADM vs AXP — 直观对比
营收规模更大
ADM
是对方的1.1倍
$18.9B
营收增速更快
AXP
高出9.9%
1.6%
净利率更高
AXP
高出14.3%
1.5%
两年增速更快
AXP
近两年复合增速
-4.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $20.5B | $18.9B |
| 净利润 | $298.0M | $3.0B |
| 毛利率 | 6.0% | — |
| 营业利润率 | — | — |
| 净利率 | 1.5% | 15.7% |
| 营收同比 | 1.6% | 11.4% |
| 净利润同比 | 1.0% | 15.0% |
| 每股收益（稀释后） | $0.62 | $4.28 |
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ADMAXP
| Q1 26 | $20.5B | $18.9B | ||
| Q4 25 | $6.1B | $10.9B | ||
| Q3 25 | $6.4B | $10.4B | ||
| Q2 25 | $6.3B | $10.3B | ||
| Q1 25 | $6.1B | $9.6B | ||
| Q4 24 | $-25.7B | $10.0B | ||
| Q3 24 | $6.0B | $9.7B | ||
| Q2 24 | $22.2B | $9.8B |
净利润ADMAXP
| Q1 26 | $298.0M | $3.0B | ||
| Q4 25 | $456.0M | $2.5B | ||
| Q3 25 | $108.0M | $2.9B | ||
| Q2 25 | $219.0M | $2.9B | ||
| Q1 25 | $295.0M | $2.6B | ||
| Q4 24 | $567.0M | $2.2B | ||
| Q3 24 | $18.0M | $2.5B | ||
| Q2 24 | $486.0M | $3.0B |
毛利率ADMAXP
| Q1 26 | 6.0% | — | ||
| Q4 25 | 20.0% | — | ||
| Q3 25 | 19.8% | — | ||
| Q2 25 | 21.6% | — | ||
| Q1 25 | 19.2% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 22.8% | — | ||
| Q2 24 | 6.3% | — |
营业利润率ADMAXP
| Q1 26 | — | — | ||
| Q4 25 | 7.9% | 28.2% | ||
| Q3 25 | 2.3% | 36.7% | ||
| Q2 25 | 4.4% | 34.4% | ||
| Q1 25 | 5.7% | 34.6% | ||
| Q4 24 | — | 27.7% | ||
| Q3 24 | 1.8% | 33.0% | ||
| Q2 24 | 2.7% | 38.6% |
净利率ADMAXP
| Q1 26 | 1.5% | 15.7% | ||
| Q4 25 | 7.5% | 22.5% | ||
| Q3 25 | 1.7% | 27.9% | ||
| Q2 25 | 3.5% | 28.0% | ||
| Q1 25 | 4.8% | 26.8% | ||
| Q4 24 | -2.2% | 21.8% | ||
| Q3 24 | 0.3% | 25.8% | ||
| Q2 24 | 2.2% | 30.7% |
每股收益（稀释后）ADMAXP
| Q1 26 | $0.62 | $4.28 | ||
| Q4 25 | $0.95 | $3.52 | ||
| Q3 25 | $0.22 | $4.14 | ||
| Q2 25 | $0.45 | $4.08 | ||
| Q1 25 | $0.61 | $3.64 | ||
| Q4 24 | $1.21 | $3.04 | ||
| Q3 24 | $0.04 | $3.49 | ||
| Q2 24 | $0.98 | $4.15 |
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 | $591.0M | — |
| 总债务越低越好 | $1.7B | $60.4M |
| 股东权益账面价值 | $22.8B | $34.0M |
| 总资产 | — | $308.9M |
| 负债/权益比越低杠杆越低 | 0.08× | 1.78× |
8季度趋势，按日历期对齐
现金及短期投资ADMAXP
| Q1 26 | $591.0M | — | ||
| Q4 25 | $1.0B | $742.0M | ||
| Q3 25 | $1.2B | $1.3B | ||
| Q2 25 | $1.1B | $197.0M | ||
| Q1 25 | $864.0M | $261.0M | ||
| Q4 24 | $611.0M | $221.0M | ||
| Q3 24 | $784.0M | $120.0M | ||
| Q2 24 | $764.0M | $188.0M |
总债务ADMAXP
| Q1 26 | $1.7B | $60.4M | ||
| Q4 25 | $7.6B | $56.4B | ||
| Q3 25 | — | $57.8B | ||
| Q2 25 | — | $58.2B | ||
| Q1 25 | — | $51.2B | ||
| Q4 24 | $8.3B | $49.7B | ||
| Q3 24 | $7.6B | $53.5B | ||
| Q2 24 | — | $51.5B |
股东权益ADMAXP
| Q1 26 | $22.8B | $34.0M | ||
| Q4 25 | $22.7B | $33.5B | ||
| Q3 25 | $22.5B | $32.4B | ||
| Q2 25 | $22.4B | $32.3B | ||
| Q1 25 | $22.1B | $31.2B | ||
| Q4 24 | $22.2B | $30.3B | ||
| Q3 24 | $22.0B | $29.7B | ||
| Q2 24 | $22.2B | $29.5B |
总资产ADMAXP
| Q1 26 | — | $308.9M | ||
| Q4 25 | $52.4B | $300.1B | ||
| Q3 25 | $51.9B | $297.6B | ||
| Q2 25 | $52.0B | $295.6B | ||
| Q1 25 | $53.4B | $282.2B | ||
| Q4 24 | $53.3B | $271.5B | ||
| Q3 24 | $52.2B | $271.0B | ||
| Q2 24 | $52.7B | $272.2B |
负债/权益比ADMAXP
| Q1 26 | 0.08× | 1.78× | ||
| Q4 25 | 0.33× | 1.68× | ||
| Q3 25 | — | 1.78× | ||
| Q2 25 | — | 1.80× | ||
| Q1 25 | — | 1.64× | ||
| Q4 24 | 0.37× | 1.64× | ||
| Q3 24 | 0.35× | 1.80× | ||
| Q2 24 | — | 1.74× |
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
ADM
| Ag Services and Oilseeds | $16.0B | 78% |
| Carbohydrate Solutions | $2.6B | 12% |
| Nutrition | $1.8B | 9% |
AXP
暂无分部数据
