vs
Advantage Solutions Inc.（ADV）与因塞特（INCY）财务数据对比。点击上方公司名可切换其他公司
因塞特的季度营收约是Advantage Solutions Inc.的1.4倍（$1.3B vs $932.1M），因塞特净利率更高（23.8% vs -17.4%，领先41.2%），因塞特同比增速更快（19.8% vs 4.5%），过去两年因塞特的营收复合增速更高（10.4% vs 4.0%）
该公司是一家全球数据与分析企业，为众多行业提供数据技术服务、分析工具、预测洞察与欺诈防范方案，总部位于佐治亚州阿尔法利塔，在美国全境以及澳大利亚、巴西、中国、法国、中国香港、印度、爱尔兰、以色列、菲律宾、英国均设有办公地点。
因塞特是总部位于美国特拉华州威尔明顿的跨国制药企业，目前在北美、欧洲及亚洲多地设有生产基地与研发中心，专注于创新药物的研发、生产及商业化，为全球患者提供优质的治疗选择。
ADV vs INCY — 直观对比
营收规模更大
INCY
是对方的1.4倍
$932.1M
营收增速更快
INCY
高出15.3%
4.5%
净利率更高
INCY
高出41.2%
-17.4%
两年增速更快
INCY
近两年复合增速
4.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $932.1M | $1.3B |
| 净利润 | $-161.7M | $303.3M |
| 毛利率 | — | — |
| 营业利润率 | -17.4% | 23.7% |
| 净利率 | -17.4% | 23.8% |
| 营收同比 | 4.5% | 19.8% |
| 净利润同比 | 9.2% | 91.7% |
| 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ADVINCY
| Q1 26 | — | $1.3B | ||
| Q4 25 | $932.1M | $1.5B | ||
| Q3 25 | $915.0M | $1.4B | ||
| Q2 25 | $873.7M | $1.2B | ||
| Q1 25 | $821.8M | $1.1B | ||
| Q4 24 | $892.3M | $1.2B | ||
| Q3 24 | $939.3M | $1.1B | ||
| Q2 24 | $873.4M | $1.0B |
净利润ADVINCY
| Q1 26 | — | $303.3M | ||
| Q4 25 | $-161.7M | $299.3M | ||
| Q3 25 | $20.6M | $424.2M | ||
| Q2 25 | $-30.4M | $405.0M | ||
| Q1 25 | $-56.1M | $158.2M | ||
| Q4 24 | $-178.0M | $201.2M | ||
| Q3 24 | $-42.8M | $106.5M | ||
| Q2 24 | $-100.8M | $-444.6M |
毛利率ADVINCY
| Q1 26 | — | — | ||
| Q4 25 | — | 92.0% | ||
| Q3 25 | — | 92.8% | ||
| Q2 25 | — | 93.5% | ||
| Q1 25 | — | 93.0% | ||
| Q4 24 | — | 92.5% | ||
| Q3 24 | — | 92.4% | ||
| Q2 24 | — | 92.7% |
营业利润率ADVINCY
| Q1 26 | — | 23.7% | ||
| Q4 25 | -17.4% | 22.3% | ||
| Q3 25 | 4.4% | 32.5% | ||
| Q2 25 | 1.1% | 43.6% | ||
| Q1 25 | -1.8% | 19.5% | ||
| Q4 24 | -19.1% | 25.6% | ||
| Q3 24 | -0.3% | 12.8% | ||
| Q2 24 | -10.4% | -45.8% |
净利率ADVINCY
| Q1 26 | — | 23.8% | ||
| Q4 25 | -17.4% | 19.9% | ||
| Q3 25 | 2.2% | 31.1% | ||
| Q2 25 | -3.5% | 33.3% | ||
| Q1 25 | -6.8% | 15.0% | ||
| Q4 24 | -20.0% | 17.1% | ||
| Q3 24 | -4.6% | 9.4% | ||
| Q2 24 | -11.5% | -42.6% |
每股收益（稀释后）ADVINCY
| Q1 26 | — | $1.47 | ||
| Q4 25 | — | $1.46 | ||
| Q3 25 | — | $2.11 | ||
| Q2 25 | — | $2.04 | ||
| Q1 25 | — | $0.80 | ||
| Q4 24 | — | $0.90 | ||
| Q3 24 | $-0.13 | $0.54 | ||
| Q2 24 | $-0.31 | $-2.04 |
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 | $240.8M | — |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | $554.0M | $5.6B |
| 总资产 | $2.8B | $7.3B |
| 负债/权益比越低杠杆越低 | 3.05× | — |
8季度趋势，按日历期对齐
现金及短期投资ADVINCY
| Q1 26 | — | — | ||
| Q4 25 | $240.8M | $3.1B | ||
| Q3 25 | $201.1M | $2.5B | ||
| Q2 25 | $102.9M | $2.0B | ||
| Q1 25 | $121.1M | $1.9B | ||
| Q4 24 | $205.2M | $1.7B | ||
| Q3 24 | $196.1M | $1.3B | ||
| Q2 24 | $154.0M | $987.3M |
总债务ADVINCY
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ADVINCY
| Q1 26 | — | $5.6B | ||
| Q4 25 | $554.0M | $5.2B | ||
| Q3 25 | $708.5M | $4.7B | ||
| Q2 25 | $683.6M | $4.2B | ||
| Q1 25 | $695.6M | $3.7B | ||
| Q4 24 | $748.7M | $3.4B | ||
| Q3 24 | $932.5M | $3.2B | ||
| Q2 24 | $973.7M | $3.0B |
总资产ADVINCY
| Q1 26 | — | $7.3B | ||
| Q4 25 | $2.8B | $7.0B | ||
| Q3 25 | $3.0B | $6.3B | ||
| Q2 25 | $3.0B | $5.8B | ||
| Q1 25 | $3.0B | $5.7B | ||
| Q4 24 | $3.1B | $5.4B | ||
| Q3 24 | $3.4B | $5.0B | ||
| Q2 24 | $3.5B | $4.7B |
负债/权益比ADVINCY
| Q1 26 | — | — | ||
| Q4 25 | 3.05× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.30× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $45.6M | — |
| 自由现金流经营现金流 - 资本支出 | $23.4M | — |
| 自由现金流率自由现金流/营收 | 2.5% | — |
| 资本支出强度资本支出/营收 | 2.4% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $10.7M | — |
8季度趋势，按日历期对齐
经营现金流ADVINCY
| Q1 26 | — | — | ||
| Q4 25 | $45.6M | $543.3M | ||
| Q3 25 | $63.6M | $559.4M | ||
| Q2 25 | $-8.1M | $44.7M | ||
| Q1 25 | $-39.6M | $266.1M | ||
| Q4 24 | $15.1M | $381.2M | ||
| Q3 24 | $34.0M | $310.9M | ||
| Q2 24 | $53.4M | $-575.6M |
自由现金流ADVINCY
| Q1 26 | — | — | ||
| Q4 25 | $23.4M | — | ||
| Q3 25 | $52.2M | — | ||
| Q2 25 | $-10.2M | — | ||
| Q1 25 | $-54.7M | — | ||
| Q4 24 | $-27.4M | — | ||
| Q3 24 | $8.6M | — | ||
| Q2 24 | $43.8M | — |
自由现金流率ADVINCY
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | — | ||
| Q3 25 | 5.7% | — | ||
| Q2 25 | -1.2% | — | ||
| Q1 25 | -6.7% | — | ||
| Q4 24 | -3.1% | — | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | 5.0% | — |
资本支出强度ADVINCY
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 1.8% | — | ||
| Q4 24 | 4.8% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 1.1% | — |
现金转化率ADVINCY
| Q1 26 | — | — | ||
| Q4 25 | — | 1.82× | ||
| Q3 25 | 3.09× | 1.32× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 1.68× | ||
| Q4 24 | — | 1.89× | ||
| Q3 24 | — | 2.92× | ||
| Q2 24 | — | — |
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
ADV
| Experiential Services | $395.9M | 42% |
| Branded Services | $289.8M | 31% |
| Retailer Services | $246.5M | 26% |
INCY
暂无分部数据
