vs
欧特克（ADSK）与GREIF, INC（GEF）财务数据对比。点击上方公司名可切换其他公司
欧特克的季度营收约是GREIF, INC的2.0倍（$2.0B vs $994.8M），GREIF, INC净利率更高（17.6% vs 16.1%，领先1.4%），欧特克同比增速更快（19.4% vs -21.4%），过去两年欧特克的营收复合增速更高（17.5% vs -9.2%）
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。
格瑞夫公司是全球工业包装产品及服务领域的领先企业，总部位于美国俄亥俄州特拉华市。公司最初以制桶业务起家，目前核心产品涵盖钢桶、纤维桶、塑料桶、中型散装容器、油桶、塑料瓶、密封件、箱板纸、瓦楞制品及粘合剂等，2018年位列《财富》美国1000强第617位。
ADSK vs GEF — 直观对比
营收规模更大
ADSK
是对方的2.0倍
$994.8M
营收增速更快
ADSK
高出40.8%
-21.4%
净利率更高
GEF
高出1.4%
16.1%
两年增速更快
ADSK
近两年复合增速
-9.2%
损益表 — Q4 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $994.8M |
| 净利润 | $316.0M | $174.6M |
| 毛利率 | 91.5% | 20.4% |
| 营业利润率 | 22.0% | 25.8% |
| 净利率 | 16.1% | 17.6% |
| 营收同比 | 19.4% | -21.4% |
| 净利润同比 | 4.3% | 1930.2% |
| 每股收益（稀释后） | $1.47 | — |
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ADSKGEF
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $994.8M | ||
| Q3 25 | $1.8B | $1.1B | ||
| Q2 25 | $1.6B | $1.4B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.5B | $1.5B | ||
| Q2 24 | $1.4B | $1.4B |
净利润ADSKGEF
| Q1 26 | $316.0M | — | ||
| Q4 25 | $343.0M | $174.6M | ||
| Q3 25 | $313.0M | $64.0M | ||
| Q2 25 | $152.0M | $47.3M | ||
| Q1 25 | $303.0M | $8.6M | ||
| Q4 24 | $275.0M | $70.1M | ||
| Q3 24 | $282.0M | $87.1M | ||
| Q2 24 | $252.0M | $44.4M |
毛利率ADSKGEF
| Q1 26 | 91.5% | — | ||
| Q4 25 | 91.1% | 20.4% | ||
| Q3 25 | 91.0% | 22.7% | ||
| Q2 25 | 90.2% | 23.1% | ||
| Q1 25 | 90.6% | 19.4% | ||
| Q4 24 | 90.6% | 20.4% | ||
| Q3 24 | 90.7% | 20.0% | ||
| Q2 24 | 90.3% | 19.7% |
营业利润率ADSKGEF
| Q1 26 | 22.0% | — | ||
| Q4 25 | 25.4% | 25.8% | ||
| Q3 25 | 25.2% | 6.4% | ||
| Q2 25 | 14.3% | 8.6% | ||
| Q1 25 | 22.3% | 4.7% | ||
| Q4 24 | 22.0% | 8.9% | ||
| Q3 24 | 22.8% | 11.8% | ||
| Q2 24 | 21.1% | 7.2% |
净利率ADSKGEF
| Q1 26 | 16.1% | — | ||
| Q4 25 | 18.5% | 17.6% | ||
| Q3 25 | 17.8% | 5.6% | ||
| Q2 25 | 9.3% | 3.4% | ||
| Q1 25 | 18.5% | 0.7% | ||
| Q4 24 | 17.5% | 4.9% | ||
| Q3 24 | 18.7% | 6.0% | ||
| Q2 24 | 17.8% | 3.2% |
每股收益（稀释后）ADSKGEF
| Q1 26 | $1.47 | — | ||
| Q4 25 | $1.60 | — | ||
| Q3 25 | $1.46 | — | ||
| Q2 25 | $0.70 | — | ||
| Q1 25 | $1.39 | — | ||
| Q4 24 | $1.27 | — | ||
| Q3 24 | $1.30 | — | ||
| Q2 24 | $1.16 | — |
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 | $243.5M |
| 总债务越低越好 | $2.5B | $655.1M |
| 股东权益账面价值 | $3.0B | $2.9B |
| 总资产 | $12.5B | $5.5B |
| 负债/权益比越低杠杆越低 | 0.82× | 0.22× |
8季度趋势，按日历期对齐
现金及短期投资ADSKGEF
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.3B | $243.5M | ||
| Q3 25 | $2.2B | $285.2M | ||
| Q2 25 | $2.0B | $252.7M | ||
| Q1 25 | $1.9B | $201.1M | ||
| Q4 24 | $1.7B | $197.7M | ||
| Q3 24 | $1.9B | $194.2M | ||
| Q2 24 | $2.0B | $196.0M |
总债务ADSKGEF
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $655.1M | ||
| Q3 25 | $2.5B | $2.3B | ||
| Q2 25 | $2.3B | $2.4B | ||
| Q1 25 | $2.3B | $2.5B | ||
| Q4 24 | $2.3B | $2.7B | ||
| Q3 24 | $2.3B | $2.9B | ||
| Q2 24 | $2.3B | $2.9B |
股东权益ADSKGEF
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $2.9B | ||
| Q3 25 | $2.7B | $2.2B | ||
| Q2 25 | $2.6B | $2.1B | ||
| Q1 25 | $2.6B | $2.0B | ||
| Q4 24 | $2.6B | $2.1B | ||
| Q3 24 | $2.5B | $2.1B | ||
| Q2 24 | $2.2B | $2.0B |
总资产ADSKGEF
| Q1 26 | $12.5B | — | ||
| Q4 25 | $11.2B | $5.5B | ||
| Q3 25 | $10.9B | $6.7B | ||
| Q2 25 | $10.6B | $6.8B | ||
| Q1 25 | $10.8B | $6.6B | ||
| Q4 24 | $10.1B | $6.6B | ||
| Q3 24 | $10.0B | $6.8B | ||
| Q2 24 | $9.8B | $6.8B |
负债/权益比ADSKGEF
| Q1 26 | 0.82× | — | ||
| Q4 25 | 0.86× | 0.22× | ||
| Q3 25 | 0.92× | 1.06× | ||
| Q2 25 | 0.88× | 1.12× | ||
| Q1 25 | 0.88× | 1.24× | ||
| Q4 24 | 0.88× | 1.31× | ||
| Q3 24 | 0.93× | 1.41× | ||
| Q2 24 | 1.06× | 1.44× |
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 | $-24.4M |
| 自由现金流经营现金流 - 资本支出 | $972.0M | — |
| 自由现金流率自由现金流/营收 | 49.7% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 3.13× | -0.14× |
| 过去12个月自由现金流最近4个季度 | $2.4B | — |
8季度趋势，按日历期对齐
经营现金流ADSKGEF
| Q1 26 | $989.0M | — | ||
| Q4 25 | $439.0M | $-24.4M | ||
| Q3 25 | $460.0M | $197.7M | ||
| Q2 25 | $564.0M | $136.4M | ||
| Q1 25 | $692.0M | $-30.8M | ||
| Q4 24 | $209.0M | $187.2M | ||
| Q3 24 | $212.0M | $76.8M | ||
| Q2 24 | $494.0M | $87.5M |
自由现金流ADSKGEF
| Q1 26 | $972.0M | — | ||
| Q4 25 | $430.0M | — | ||
| Q3 25 | $451.0M | — | ||
| Q2 25 | $556.0M | — | ||
| Q1 25 | $678.0M | — | ||
| Q4 24 | $199.0M | — | ||
| Q3 24 | $203.0M | — | ||
| Q2 24 | $487.0M | — |
自由现金流率ADSKGEF
| Q1 26 | 49.7% | — | ||
| Q4 25 | 23.2% | — | ||
| Q3 25 | 25.6% | — | ||
| Q2 25 | 34.0% | — | ||
| Q1 25 | 41.4% | — | ||
| Q4 24 | 12.7% | — | ||
| Q3 24 | 13.5% | — | ||
| Q2 24 | 34.4% | — |
资本支出强度ADSKGEF
| Q1 26 | 0.9% | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 0.5% | — |
现金转化率ADSKGEF
| Q1 26 | 3.13× | — | ||
| Q4 25 | 1.28× | -0.14× | ||
| Q3 25 | 1.47× | 3.09× | ||
| Q2 25 | 3.71× | 2.88× | ||
| Q1 25 | 2.28× | -3.58× | ||
| Q4 24 | 0.76× | 2.67× | ||
| Q3 24 | 0.75× | 0.88× | ||
| Q2 24 | 1.96× | 1.97× |
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% |
GEF
| Other | $501.0M | 50% |
| Sustainable Fiber Solutions Segment | $300.4M | 30% |
| Customized Polymer Solutions Segment | $124.8M | 13% |
| Durable Metal Solutions Segment | $62.5M | 6% |
| Innovative Closure Solutions Segment | $6.1M | 1% |
