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ADVANCED ENERGY INDUSTRIES INC（AEIS）与FirstCash Holdings, Inc.（FCFS）财务数据对比。点击上方公司名可切换其他公司
FirstCash Holdings, Inc.的季度营收约是ADVANCED ENERGY INDUSTRIES INC的1.0倍（$501.3M vs $489.4M），FirstCash Holdings, Inc.净利率更高（20.8% vs 10.7%，领先10.1%），FirstCash Holdings, Inc.同比增速更快（21.2% vs 17.8%），过去两年ADVANCED ENERGY INDUSTRIES INC的营收复合增速更高（22.2% vs 16.9%）
Advanced Energy Industries是总部位于美国科罗拉多州丹佛市的跨国科技企业，专注研发精密电源转换、测量及控制技术，相关技术广泛应用于半导体、平板显示、数据存储、通信网络设备、工业涂层、医疗设备、太阳能电池、建筑玻璃等领域的生产制造环节。
FirstCash Holdings, Inc.是总部位于美国得克萨斯州沃斯堡的典当企业，在美国及拉丁美洲多地运营线下典当零售门店，为纳斯达克证券交易所公开上市企业，在美洲典当服务领域拥有成熟的业务布局与完善的运营网络。
AEIS vs FCFS — 直观对比
营收规模更大
FCFS
是对方的1.0倍
$489.4M
营收增速更快
FCFS
高出3.4%
17.8%
净利率更高
FCFS
高出10.1%
10.7%
两年增速更快
AEIS
近两年复合增速
16.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $489.4M | $501.3M |
| 净利润 | $52.3M | $104.2M |
| 毛利率 | 38.6% | — |
| 营业利润率 | 11.6% | 28.5% |
| 净利率 | 10.7% | 20.8% |
| 营收同比 | 17.8% | 21.2% |
| 净利润同比 | 7.4% | 24.7% |
| 每股收益（稀释后） | $1.32 | $2.35 |
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AEISFCFS
| Q4 25 | $489.4M | $501.3M | ||
| Q3 25 | $463.3M | $411.0M | ||
| Q2 25 | $441.5M | $385.1M | ||
| Q1 25 | $404.6M | $371.1M | ||
| Q4 24 | $415.4M | $413.7M | ||
| Q3 24 | $374.2M | $363.1M | ||
| Q2 24 | $364.9M | $363.5M | ||
| Q1 24 | $327.5M | $366.8M |
净利润AEISFCFS
| Q4 25 | $52.3M | $104.2M | ||
| Q3 25 | $46.2M | $82.8M | ||
| Q2 25 | $25.2M | $59.8M | ||
| Q1 25 | $24.7M | $83.6M | ||
| Q4 24 | $48.7M | $83.5M | ||
| Q3 24 | $-14.9M | $64.8M | ||
| Q2 24 | $15.0M | $49.1M | ||
| Q1 24 | $5.4M | $61.4M |
毛利率AEISFCFS
| Q4 25 | 38.6% | — | ||
| Q3 25 | 37.6% | — | ||
| Q2 25 | 37.0% | — | ||
| Q1 25 | 37.2% | — | ||
| Q4 24 | 37.2% | — | ||
| Q3 24 | 35.8% | — | ||
| Q2 24 | 35.0% | — | ||
| Q1 24 | 34.5% | — |
营业利润率AEISFCFS
| Q4 25 | 11.6% | 28.5% | ||
| Q3 25 | 10.6% | 27.4% | ||
| Q2 25 | 7.2% | 21.1% | ||
| Q1 25 | 7.6% | 30.0% | ||
| Q4 24 | 8.2% | 26.5% | ||
| Q3 24 | -3.0% | 23.5% | ||
| Q2 24 | 3.6% | 18.2% | ||
| Q1 24 | 0.2% | 22.3% |
净利率AEISFCFS
| Q4 25 | 10.7% | 20.8% | ||
| Q3 25 | 10.0% | 20.1% | ||
| Q2 25 | 5.7% | 15.5% | ||
| Q1 25 | 6.1% | 22.5% | ||
| Q4 24 | 11.7% | 20.2% | ||
| Q3 24 | -4.0% | 17.9% | ||
| Q2 24 | 4.1% | 13.5% | ||
| Q1 24 | 1.6% | 16.7% |
每股收益（稀释后）AEISFCFS
| Q4 25 | $1.32 | $2.35 | ||
| Q3 25 | $1.20 | $1.86 | ||
| Q2 25 | $0.67 | $1.34 | ||
| Q1 25 | $0.65 | $1.87 | ||
| Q4 24 | $1.29 | $1.86 | ||
| Q3 24 | $-0.40 | $1.44 | ||
| Q2 24 | $0.40 | $1.08 | ||
| Q1 24 | $0.14 | $1.35 |
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 | $791.2M | $125.2M |
| 总债务越低越好 | $567.5M | $2.2B |
| 股东权益账面价值 | $1.4B | $2.3B |
| 总资产 | $2.5B | $5.3B |
| 负债/权益比越低杠杆越低 | 0.42× | 0.98× |
8季度趋势，按日历期对齐
现金及短期投资AEISFCFS
| Q4 25 | $791.2M | $125.2M | ||
| Q3 25 | $758.6M | $130.2M | ||
| Q2 25 | $713.5M | $101.5M | ||
| Q1 25 | $723.0M | $146.0M | ||
| Q4 24 | $722.1M | $175.1M | ||
| Q3 24 | $657.3M | $106.3M | ||
| Q2 24 | $986.1M | $113.7M | ||
| Q1 24 | $1.0B | $135.1M |
总债务AEISFCFS
| Q4 25 | $567.5M | $2.2B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | $564.7M | $1.7B | ||
| Q3 24 | $564.0M | $1.7B | ||
| Q2 24 | $907.3M | $1.7B | ||
| Q1 24 | $911.5M | $1.5B |
股东权益AEISFCFS
| Q4 25 | $1.4B | $2.3B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.2B | $2.1B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.2B | $2.0B | ||
| Q1 24 | $1.1B | $2.0B |
总资产AEISFCFS
| Q4 25 | $2.5B | $5.3B | ||
| Q3 25 | $2.4B | $5.2B | ||
| Q2 25 | $2.4B | $4.5B | ||
| Q1 25 | $2.3B | $4.4B | ||
| Q4 24 | $2.3B | $4.5B | ||
| Q3 24 | $2.2B | $4.4B | ||
| Q2 24 | $2.5B | $4.3B | ||
| Q1 24 | $2.5B | $4.2B |
负债/权益比AEISFCFS
| Q4 25 | 0.42× | 0.98× | ||
| Q3 25 | — | 1.01× | ||
| Q2 25 | — | 0.79× | ||
| Q1 25 | — | 0.83× | ||
| Q4 24 | 0.47× | 0.85× | ||
| Q3 24 | 0.48× | 0.87× | ||
| Q2 24 | 0.78× | 0.85× | ||
| Q1 24 | 0.80× | 0.75× |
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 | $80.5M | $206.6M |
| 自由现金流经营现金流 - 资本支出 | $43.0M | — |
| 自由现金流率自由现金流/营收 | 8.8% | — |
| 资本支出强度资本支出/营收 | 7.7% | — |
| 现金转化率经营现金流/净利润 | 1.54× | 1.98× |
| 过去12个月自由现金流最近4个季度 | $125.9M | — |
8季度趋势，按日历期对齐
经营现金流AEISFCFS
| Q4 25 | $80.5M | $206.6M | ||
| Q3 25 | $78.7M | $135.8M | ||
| Q2 25 | $45.2M | $116.9M | ||
| Q1 25 | $28.9M | $126.6M | ||
| Q4 24 | $82.7M | $198.1M | ||
| Q3 24 | $34.1M | $113.1M | ||
| Q2 24 | $6.7M | $106.2M | ||
| Q1 24 | $7.3M | $122.5M |
自由现金流AEISFCFS
| Q4 25 | $43.0M | — | ||
| Q3 25 | $50.8M | — | ||
| Q2 25 | $17.1M | — | ||
| Q1 25 | $15.0M | — | ||
| Q4 24 | $69.9M | — | ||
| Q3 24 | $21.4M | — | ||
| Q2 24 | $-8.1M | — | ||
| Q1 24 | $-9.3M | — |
自由现金流率AEISFCFS
| Q4 25 | 8.8% | — | ||
| Q3 25 | 11.0% | — | ||
| Q2 25 | 3.9% | — | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | 16.8% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | -2.2% | — | ||
| Q1 24 | -2.9% | — |
资本支出强度AEISFCFS
| Q4 25 | 7.7% | — | ||
| Q3 25 | 6.0% | — | ||
| Q2 25 | 6.4% | — | ||
| Q1 25 | 3.4% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 3.4% | — | ||
| Q2 24 | 4.0% | — | ||
| Q1 24 | 5.1% | — |
现金转化率AEISFCFS
| Q4 25 | 1.54× | 1.98× | ||
| Q3 25 | 1.70× | 1.64× | ||
| Q2 25 | 1.79× | 1.95× | ||
| Q1 25 | 1.17× | 1.51× | ||
| Q4 24 | 1.70× | 2.37× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | 0.45× | 2.16× | ||
| Q1 24 | 1.35× | 2.00× |
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
AEIS
| Semiconductor Equipment | $211.6M | 43% |
| Data Center Computing | $177.9M | 36% |
| Industrial And Medical | $78.2M | 16% |
| Telecom And Networking | $21.7M | 4% |
FCFS
| US Pawn Segment | $292.2M | 58% |
| Retail POS Payment Solutions | $209.8M | 42% |
