vs
AES Corporation（AES）与Equifax（EFX）财务数据对比。点击上方公司名可切换其他公司
AES Corporation的季度营收约是Equifax的1.9倍（$3.1B vs $1.6B），Equifax净利率更高（10.4% vs 10.3%，领先0.1%），Equifax同比增速更快（697.0% vs 4.7%），过去两年Equifax的营收复合增速更高（7.4% vs 0.3%）
AES公司是美国知名公用事业及发电企业，总部位于弗吉尼亚州阿灵顿，位列《财富》全球500强。集团在全球15个国家运营电力生产及分销业务，持有并运营多座发电厂，向终端用户、公用事业机构、工业设施等客户售电，全球员工总数达10500人。
Equifax是总部位于美国佐治亚州亚特兰大的跨国消费信用报告机构，与益博睿、环联并称全球三大消费信用报告机构，在全球范围内收集汇总了超过8亿名个人消费者及8800万家企业的相关信息。
AES vs EFX — 直观对比
营收规模更大
AES
是对方的1.9倍
$1.6B
营收增速更快
EFX
高出692.3%
4.7%
净利率更高
EFX
高出0.1%
10.3%
两年增速更快
EFX
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $1.6B |
| 净利润 | $320.0M | $171.5M |
| 毛利率 | 18.8% | — |
| 营业利润率 | -8.7% | 17.4% |
| 净利率 | 10.3% | 10.4% |
| 营收同比 | 4.7% | 697.0% |
| 净利润同比 | -42.9% | 28.9% |
| 每股收益（稀释后） | $0.45 | $120.80 |
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AESEFX
| Q2 26 | — | $1.6B | ||
| Q4 25 | $3.1B | $1.6B | ||
| Q3 25 | $3.4B | $1.5B | ||
| Q2 25 | $2.9B | $1.5B | ||
| Q1 25 | $2.9B | $1.4B | ||
| Q4 24 | $3.0B | $1.4B | ||
| Q3 24 | $3.3B | $1.4B | ||
| Q2 24 | $2.9B | $1.4B |
净利润AESEFX
| Q2 26 | — | $171.5M | ||
| Q4 25 | $320.0M | $175.7M | ||
| Q3 25 | $639.0M | $160.2M | ||
| Q2 25 | $-95.0M | $191.3M | ||
| Q1 25 | $46.0M | $133.1M | ||
| Q4 24 | $560.0M | $174.0M | ||
| Q3 24 | $502.0M | $141.3M | ||
| Q2 24 | $185.0M | $163.9M |
毛利率AESEFX
| Q2 26 | — | — | ||
| Q4 25 | 18.8% | — | ||
| Q3 25 | 21.9% | — | ||
| Q2 25 | 15.9% | — | ||
| Q1 25 | 15.1% | — | ||
| Q4 24 | 14.2% | — | ||
| Q3 24 | 22.0% | — | ||
| Q2 24 | 18.8% | — |
营业利润率AESEFX
| Q2 26 | — | 17.4% | ||
| Q4 25 | -8.7% | 18.3% | ||
| Q3 25 | 9.8% | 17.1% | ||
| Q2 25 | 1.4% | 20.2% | ||
| Q1 25 | -0.8% | 16.4% | ||
| Q4 24 | 12.3% | 20.3% | ||
| Q3 24 | 10.0% | 17.1% | ||
| Q2 24 | -2.6% | 19.7% |
净利率AESEFX
| Q2 26 | — | 10.4% | ||
| Q4 25 | 10.3% | 11.3% | ||
| Q3 25 | 19.1% | 10.4% | ||
| Q2 25 | -3.3% | 12.4% | ||
| Q1 25 | 1.6% | 9.2% | ||
| Q4 24 | 18.9% | 12.3% | ||
| Q3 24 | 15.3% | 9.8% | ||
| Q2 24 | 6.3% | 11.5% |
每股收益（稀释后）AESEFX
| Q2 26 | — | $120.80 | ||
| Q4 25 | $0.45 | $1.44 | ||
| Q3 25 | $0.89 | $1.29 | ||
| Q2 25 | $-0.15 | $1.53 | ||
| Q1 25 | $0.07 | $1.06 | ||
| Q4 24 | $0.78 | $1.40 | ||
| Q3 24 | $0.71 | $1.13 | ||
| Q2 24 | $0.27 | $1.31 |
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 | $1.6B | $183.4M |
| 总债务越低越好 | — | $5.3B |
| 股东权益账面价值 | $4.1B | $4.6B |
| 总资产 | $51.8B | $11.9B |
| 负债/权益比越低杠杆越低 | — | 1.16× |
8季度趋势，按日历期对齐
现金及短期投资AESEFX
| Q2 26 | — | $183.4M | ||
| Q4 25 | $1.6B | $180.8M | ||
| Q3 25 | $1.8B | $189.0M | ||
| Q2 25 | $1.4B | $189.0M | ||
| Q1 25 | $1.8B | $195.2M | ||
| Q4 24 | $1.6B | $169.9M | ||
| Q3 24 | $2.0B | $468.2M | ||
| Q2 24 | $1.8B | $181.9M |
总债务AESEFX
| Q2 26 | — | $5.3B | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AESEFX
| Q2 26 | — | $4.6B | ||
| Q4 25 | $4.1B | $4.6B | ||
| Q3 25 | $3.9B | $4.9B | ||
| Q2 25 | $3.4B | $5.1B | ||
| Q1 25 | $3.5B | $5.0B | ||
| Q4 24 | $3.6B | $4.8B | ||
| Q3 24 | $3.3B | $4.9B | ||
| Q2 24 | $3.1B | $4.7B |
总资产AESEFX
| Q2 26 | — | $11.9B | ||
| Q4 25 | $51.8B | $11.9B | ||
| Q3 25 | $50.8B | $11.8B | ||
| Q2 25 | $48.5B | $11.9B | ||
| Q1 25 | $48.6B | $11.9B | ||
| Q4 24 | $47.4B | $11.8B | ||
| Q3 24 | $50.1B | $12.3B | ||
| Q2 24 | $47.7B | $12.2B |
负债/权益比AESEFX
| Q2 26 | — | 1.16× | ||
| Q4 25 | — | 1.11× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.05× | ||
| 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 | $1.5B | — |
| 自由现金流经营现金流 - 资本支出 | $-47.0M | — |
| 自由现金流率自由现金流/营收 | -1.5% | — |
| 资本支出强度资本支出/营收 | 49.5% | 7.3% |
| 现金转化率经营现金流/净利润 | 4.65× | — |
| 过去12个月自由现金流最近4个季度 | $-1.6B | — |
8季度趋势，按日历期对齐
经营现金流AESEFX
| Q2 26 | — | — | ||
| Q4 25 | $1.5B | $470.8M | ||
| Q3 25 | $1.3B | $559.9M | ||
| Q2 25 | $976.0M | $361.1M | ||
| Q1 25 | $545.0M | $223.9M | ||
| Q4 24 | $1.1B | $324.8M | ||
| Q3 24 | $985.0M | $479.5M | ||
| Q2 24 | $392.0M | $267.5M |
自由现金流AESEFX
| Q2 26 | — | — | ||
| Q4 25 | $-47.0M | $340.8M | ||
| Q3 25 | $-511.0M | $437.9M | ||
| Q2 25 | $-356.0M | $238.9M | ||
| Q1 25 | $-709.0M | $116.7M | ||
| Q4 24 | $-639.0M | $205.9M | ||
| Q3 24 | $-847.0M | $355.5M | ||
| Q2 24 | $-1.3B | $130.8M |
自由现金流率AESEFX
| Q2 26 | — | — | ||
| Q4 25 | -1.5% | 22.0% | ||
| Q3 25 | -15.2% | 28.3% | ||
| Q2 25 | -12.5% | 15.5% | ||
| Q1 25 | -24.2% | 8.1% | ||
| Q4 24 | -21.6% | 14.5% | ||
| Q3 24 | -25.8% | 24.7% | ||
| Q2 24 | -43.9% | 9.1% |
资本支出强度AESEFX
| Q2 26 | — | 7.3% | ||
| Q4 25 | 49.5% | 8.4% | ||
| Q3 25 | 54.0% | 7.9% | ||
| Q2 25 | 46.7% | 8.0% | ||
| Q1 25 | 42.9% | 7.4% | ||
| Q4 24 | 58.3% | 8.4% | ||
| Q3 24 | 55.7% | 8.6% | ||
| Q2 24 | 57.3% | 9.6% |
现金转化率AESEFX
| Q2 26 | — | — | ||
| Q4 25 | 4.65× | 2.68× | ||
| Q3 25 | 2.03× | 3.50× | ||
| Q2 25 | — | 1.89× | ||
| Q1 25 | 11.85× | 1.68× | ||
| Q4 24 | 1.94× | 1.87× | ||
| Q3 24 | 1.96× | 3.39× | ||
| Q2 24 | 2.12× | 1.63× |
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
AES
| Electric Distribution | $1.0B | 33% |
| Regulated Revenue | $1.0B | 33% |
| Renewables | $786.0M | 25% |
| AES Andes | $225.0M | 7% |
| Corporate Other And Other | $38.0M | 1% |
| Other Expense | $10.0M | 0% |
EFX
| Verification Services | $571.4M | 35% |
| Online Information Solutions | $448.1M | 27% |
| Other | $381.5M | 23% |
| Employer Services | $116.4M | 7% |
| Asia Pacific | $79.7M | 5% |
| Financial Marketing Services | $51.8M | 3% |
