vs
欧特克（ADSK）与金宝汤（CPB）财务数据对比。点击上方公司名可切换其他公司
金宝汤的季度营收约是欧特克的1.4倍（$2.7B vs $2.0B），欧特克净利率更高（16.1% vs 7.2%，领先8.9%），欧特克同比增速更快（19.4% vs -3.4%），欧特克自由现金流更多（$972.0M vs $97.0M），过去两年欧特克的营收复合增速更高（17.5% vs 4.4%）
欧特克是美国跨国软件企业，总部位于加利福尼亚州旧金山，在全球各地设有办事处，美国境内亦于俄勒冈、科罗拉多、得克萨斯、密歇根等多州布局办公网点，为建筑、工程、施工、制造、传媒、教育、娱乐等多领域客户提供专业软件产品及配套服务。
金宝汤是美国知名食品企业，核心旗舰产品为罐装汤品。其品牌旗下众多产品采用的经典红白罐设计已成为美国文化符号之一，艺术家安迪·沃霍尔创作的金宝汤罐系列波普艺术作品更让这一设计广为人知。
ADSK vs CPB — 直观对比
营收规模更大
CPB
是对方的1.4倍
$2.0B
营收增速更快
ADSK
高出22.8%
-3.4%
净利率更高
ADSK
高出8.9%
7.2%
自由现金流更多
ADSK
多$875.0M
$97.0M
两年增速更快
ADSK
近两年复合增速
4.4%
损益表 — Q4 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.7B |
| 净利润 | $316.0M | $194.0M |
| 毛利率 | 91.5% | 29.6% |
| 营业利润率 | 22.0% | 12.6% |
| 净利率 | 16.1% | 7.2% |
| 营收同比 | 19.4% | -3.4% |
| 净利润同比 | 4.3% | -11.0% |
| 每股收益（稀释后） | $1.47 | $0.65 |
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ADSKCPB
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $2.7B | ||
| Q3 25 | $1.8B | $2.3B | ||
| Q2 25 | $1.6B | $2.5B | ||
| Q1 25 | $1.6B | $2.7B | ||
| Q4 24 | $1.6B | $2.8B | ||
| Q3 24 | $1.5B | $2.3B | ||
| Q2 24 | $1.4B | $2.4B |
净利润ADSKCPB
| Q1 26 | $316.0M | — | ||
| Q4 25 | $343.0M | $194.0M | ||
| Q3 25 | $313.0M | $145.0M | ||
| Q2 25 | $152.0M | $66.0M | ||
| Q1 25 | $303.0M | $173.0M | ||
| Q4 24 | $275.0M | $218.0M | ||
| Q3 24 | $282.0M | $-3.0M | ||
| Q2 24 | $252.0M | $133.0M |
毛利率ADSKCPB
| Q1 26 | 91.5% | — | ||
| Q4 25 | 91.1% | 29.6% | ||
| Q3 25 | 91.0% | 30.4% | ||
| Q2 25 | 90.2% | 29.4% | ||
| Q1 25 | 90.6% | 30.5% | ||
| Q4 24 | 90.6% | 31.3% | ||
| Q3 24 | 90.7% | 29.4% | ||
| Q2 24 | 90.3% | 30.9% |
营业利润率ADSKCPB
| Q1 26 | 22.0% | — | ||
| Q4 25 | 25.4% | 12.6% | ||
| Q3 25 | 25.2% | 11.6% | ||
| Q2 25 | 14.3% | 6.5% | ||
| Q1 25 | 22.3% | 12.2% | ||
| Q4 24 | 22.0% | 13.2% | ||
| Q3 24 | 22.8% | 3.4% | ||
| Q2 24 | 21.1% | 10.5% |
净利率ADSKCPB
| Q1 26 | 16.1% | — | ||
| Q4 25 | 18.5% | 7.2% | ||
| Q3 25 | 17.8% | 6.2% | ||
| Q2 25 | 9.3% | 2.7% | ||
| Q1 25 | 18.5% | 6.4% | ||
| Q4 24 | 17.5% | 7.9% | ||
| Q3 24 | 18.7% | -0.1% | ||
| Q2 24 | 17.8% | 5.6% |
每股收益（稀释后）ADSKCPB
| Q1 26 | $1.47 | — | ||
| Q4 25 | $1.60 | $0.65 | ||
| Q3 25 | $1.46 | $0.49 | ||
| Q2 25 | $0.70 | $0.22 | ||
| Q1 25 | $1.39 | $0.58 | ||
| Q4 24 | $1.27 | $0.72 | ||
| Q3 24 | $1.30 | $-0.01 | ||
| Q2 24 | $1.16 | $0.44 |
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 | $2.6B | $168.0M |
| 总债务越低越好 | $2.5B | $6.1B |
| 股东权益账面价值 | $3.0B | $4.0B |
| 总资产 | $12.5B | $15.2B |
| 负债/权益比越低杠杆越低 | 0.82× | 1.54× |
8季度趋势，按日历期对齐
现金及短期投资ADSKCPB
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.3B | $168.0M | ||
| Q3 25 | $2.2B | $132.0M | ||
| Q2 25 | $2.0B | $143.0M | ||
| Q1 25 | $1.9B | $829.0M | ||
| Q4 24 | $1.7B | $808.0M | ||
| Q3 24 | $1.9B | $108.0M | ||
| Q2 24 | $2.0B | $107.0M |
总债务ADSKCPB
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $6.1B | ||
| Q3 25 | $2.5B | $6.1B | ||
| Q2 25 | $2.3B | $6.1B | ||
| Q1 25 | $2.3B | $6.5B | ||
| Q4 24 | $2.3B | $6.7B | ||
| Q3 24 | $2.3B | $5.8B | ||
| Q2 24 | $2.3B | $5.8B |
股东权益ADSKCPB
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $4.0B | ||
| Q3 25 | $2.7B | $3.9B | ||
| Q2 25 | $2.6B | $3.9B | ||
| Q1 25 | $2.6B | $3.9B | ||
| Q4 24 | $2.6B | $3.8B | ||
| Q3 24 | $2.5B | $3.8B | ||
| Q2 24 | $2.2B | $3.9B |
总资产ADSKCPB
| Q1 26 | $12.5B | — | ||
| Q4 25 | $11.2B | $15.2B | ||
| Q3 25 | $10.9B | $14.9B | ||
| Q2 25 | $10.6B | $14.8B | ||
| Q1 25 | $10.8B | $15.9B | ||
| Q4 24 | $10.1B | $16.1B | ||
| Q3 24 | $10.0B | $15.2B | ||
| Q2 24 | $9.8B | $15.2B |
负债/权益比ADSKCPB
| Q1 26 | 0.82× | — | ||
| Q4 25 | 0.86× | 1.54× | ||
| Q3 25 | 0.92× | 1.56× | ||
| Q2 25 | 0.88× | 1.58× | ||
| Q1 25 | 0.88× | 1.66× | ||
| Q4 24 | 0.88× | 1.75× | ||
| Q3 24 | 0.93× | 1.52× | ||
| Q2 24 | 1.06× | 1.47× |
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 | $989.0M | $224.0M |
| 自由现金流经营现金流 - 资本支出 | $972.0M | $97.0M |
| 自由现金流率自由现金流/营收 | 49.7% | 3.6% |
| 资本支出强度资本支出/营收 | 0.9% | 4.7% |
| 现金转化率经营现金流/净利润 | 3.13× | 1.15× |
| 过去12个月自由现金流最近4个季度 | $2.4B | $687.0M |
8季度趋势，按日历期对齐
经营现金流ADSKCPB
| Q1 26 | $989.0M | — | ||
| Q4 25 | $439.0M | $224.0M | ||
| Q3 25 | $460.0M | $259.0M | ||
| Q2 25 | $564.0M | $135.0M | ||
| Q1 25 | $692.0M | $512.0M | ||
| Q4 24 | $209.0M | $225.0M | ||
| Q3 24 | $212.0M | $288.0M | ||
| Q2 24 | $494.0M | $213.0M |
自由现金流ADSKCPB
| Q1 26 | $972.0M | — | ||
| Q4 25 | $430.0M | $97.0M | ||
| Q3 25 | $451.0M | $129.0M | ||
| Q2 25 | $556.0M | $50.0M | ||
| Q1 25 | $678.0M | $411.0M | ||
| Q4 24 | $199.0M | $115.0M | ||
| Q3 24 | $203.0M | $147.0M | ||
| Q2 24 | $487.0M | $100.0M |
自由现金流率ADSKCPB
| Q1 26 | 49.7% | — | ||
| Q4 25 | 23.2% | 3.6% | ||
| Q3 25 | 25.6% | 5.6% | ||
| Q2 25 | 34.0% | 2.0% | ||
| Q1 25 | 41.4% | 15.3% | ||
| Q4 24 | 12.7% | 4.1% | ||
| Q3 24 | 13.5% | 6.4% | ||
| Q2 24 | 34.4% | 4.2% |
资本支出强度ADSKCPB
| Q1 26 | 0.9% | — | ||
| Q4 25 | 0.5% | 4.7% | ||
| Q3 25 | 0.5% | 5.6% | ||
| Q2 25 | 0.5% | 3.4% | ||
| Q1 25 | 0.9% | 3.8% | ||
| Q4 24 | 0.6% | 4.0% | ||
| Q3 24 | 0.6% | 6.1% | ||
| Q2 24 | 0.5% | 4.8% |
现金转化率ADSKCPB
| Q1 26 | 3.13× | — | ||
| Q4 25 | 1.28× | 1.15× | ||
| Q3 25 | 1.47× | 1.79× | ||
| Q2 25 | 3.71× | 2.05× | ||
| Q1 25 | 2.28× | 2.96× | ||
| Q4 24 | 0.76× | 1.03× | ||
| Q3 24 | 0.75× | — | ||
| Q2 24 | 1.96× | 1.60× |
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
ADSK
| Sales Channel Through Intermediary | $602.0M | 31% |
| Auto CA Dand Auto CADLT Family | $478.0M | 24% |
| Manufacturing | $381.0M | 19% |
| Make | $218.0M | 11% |
| Other | $130.0M | 7% |
| Other Research And Development | $129.0M | 7% |
| Maintenance | $8.0M | 0% |
CPB
| Baked Snacks | $995.0M | 37% |
| Snacks | $914.0M | 34% |
| Simple Meals | $580.0M | 22% |
| Beverages | $168.0M | 6% |
