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好事达(ALL)与IES Holdings, Inc.(IESC)财务数据对比。点击上方公司名可切换其他公司
好事达的季度营收约是IES Holdings, Inc.的1.1倍($922.0M vs $871.0M),好事达净利率更高(266.6% vs 10.5%,领先256.1%),IES Holdings, Inc.同比增速更快(16.2% vs 7.2%),过去两年IES Holdings, Inc.的营收复合增速更高(11.1% vs -75.8%)
好事达集团是面向美国、加拿大市场的综合性保险服务商,提供财产险、意外险及其他保险产品。旗下设好事达保险、保障服务、健康福利、到期财产责任险四大板块,主营私人乘用车险、房屋保险,亦覆盖摩托车、房车、越野车等特种车险及各类个人保险产品。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.,主营业务为集成电气及技术系统的设计与安装,同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
ALL vs IESC — 直观对比
营收规模更大
ALL
是对方的1.1倍
$871.0M
营收增速更快
IESC
高出9.0%
7.2%
净利率更高
ALL
高出256.1%
10.5%
两年增速更快
IESC
近两年复合增速
-75.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $922.0M | $871.0M |
| 净利润 | $2.5B | $91.8M |
| 毛利率 | — | 25.3% |
| 营业利润率 | -1400.3% | 11.2% |
| 净利率 | 266.6% | 10.5% |
| 营收同比 | 7.2% | 16.2% |
| 净利润同比 | — | 59.1% |
| 每股收益(稀释后) | $9.25 | $4.51 |
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
ALL
IESC
| Q1 26 | $922.0M | — | ||
| Q4 25 | $17.3B | $871.0M | ||
| Q3 25 | $17.3B | $897.8M | ||
| Q2 25 | $16.6B | $890.2M | ||
| Q1 25 | $16.5B | $834.0M | ||
| Q4 24 | $16.5B | $749.5M | ||
| Q3 24 | $16.6B | $775.8M | ||
| Q2 24 | $15.7B | $768.4M |
净利润
ALL
IESC
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $91.8M | ||
| Q3 25 | $3.7B | $102.3M | ||
| Q2 25 | $2.1B | $79.3M | ||
| Q1 25 | $595.0M | $72.6M | ||
| Q4 24 | $1.9B | $57.7M | ||
| Q3 24 | $1.2B | $65.5M | ||
| Q2 24 | $331.0M | $66.6M |
毛利率
ALL
IESC
| Q1 26 | — | — | ||
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 26.0% | ||
| Q2 25 | — | 26.9% | ||
| Q1 25 | — | 25.0% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 25.3% |
营业利润率
ALL
IESC
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 11.2% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | — | 12.6% | ||
| Q1 25 | — | 11.1% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | 9.7% | ||
| Q2 24 | — | 11.7% |
净利率
ALL
IESC
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 10.5% | ||
| Q3 25 | 21.7% | 11.4% | ||
| Q2 25 | 12.7% | 8.9% | ||
| Q1 25 | 3.6% | 8.7% | ||
| Q4 24 | 11.7% | 7.7% | ||
| Q3 24 | 7.2% | 8.4% | ||
| Q2 24 | 2.1% | 8.7% |
每股收益(稀释后)
ALL
IESC
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $4.51 | ||
| Q3 25 | $13.95 | $4.99 | ||
| Q2 25 | $7.76 | $3.81 | ||
| Q1 25 | $2.11 | $3.50 | ||
| Q4 24 | $7.07 | $2.72 | ||
| Q3 24 | $4.33 | $3.06 | ||
| Q2 24 | $1.13 | $2.67 |
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 | — | $258.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $31.6B | $961.1M |
| 总资产 | $124.0B | $1.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
ALL
IESC
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $258.7M | ||
| Q3 25 | $8.7B | $231.8M | ||
| Q2 25 | $9.6B | $168.3M | ||
| Q1 25 | $6.5B | $88.3M | ||
| Q4 24 | $4.5B | $112.0M | ||
| Q3 24 | $7.0B | $135.8M | ||
| Q2 24 | $5.3B | $44.9M |
总债务
ALL
IESC
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | — | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $8.1B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.1B | — | ||
| Q2 24 | $8.1B | — |
股东权益
ALL
IESC
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $961.1M | ||
| Q3 25 | $27.5B | $884.0M | ||
| Q2 25 | $24.0B | $781.4M | ||
| Q1 25 | $22.1B | $705.8M | ||
| Q4 24 | $21.4B | $652.4M | ||
| Q3 24 | $20.9B | $611.1M | ||
| Q2 24 | $18.6B | $567.5M |
总资产
ALL
IESC
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $1.7B | ||
| Q3 25 | $120.4B | $1.6B | ||
| Q2 25 | $115.9B | $1.5B | ||
| Q1 25 | $115.2B | $1.4B | ||
| Q4 24 | $111.6B | $1.3B | ||
| Q3 24 | $113.7B | $1.2B | ||
| Q2 24 | $108.4B | $1.2B |
负债/权益比
ALL
IESC
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | — | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.34× | — | ||
| Q1 25 | 0.37× | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.43× | — |
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 | — | $27.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-18.9M |
| 自由现金流率自由现金流/营收 | — | -2.2% |
| 资本支出强度资本支出/营收 | — | 5.3% |
| 现金转化率经营现金流/净利润 | — | 0.30× |
| 过去12个月自由现金流最近4个季度 | — | $175.9M |
8季度趋势,按日历期对齐
经营现金流
ALL
IESC
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $27.7M | ||
| Q3 25 | $3.3B | $132.0M | ||
| Q2 25 | $1.9B | $92.0M | ||
| Q1 25 | $2.0B | $24.8M | ||
| Q4 24 | $1.7B | $37.3M | ||
| Q3 24 | $3.2B | $92.8M | ||
| Q2 24 | $2.4B | $82.9M |
自由现金流
ALL
IESC
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $-18.9M | ||
| Q3 25 | $3.2B | $112.0M | ||
| Q2 25 | $1.9B | $74.8M | ||
| Q1 25 | $1.9B | $7.9M | ||
| Q4 24 | $1.7B | $24.1M | ||
| Q3 24 | $3.1B | $78.5M | ||
| Q2 24 | $2.3B | $65.4M |
自由现金流率
ALL
IESC
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | -2.2% | ||
| Q3 25 | 18.8% | 12.5% | ||
| Q2 25 | 11.3% | 8.4% | ||
| Q1 25 | 11.4% | 0.9% | ||
| Q4 24 | 10.0% | 3.2% | ||
| Q3 24 | 18.9% | 10.1% | ||
| Q2 24 | 14.7% | 8.5% |
资本支出强度
ALL
IESC
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 5.3% | ||
| Q3 25 | 0.3% | 2.2% | ||
| Q2 25 | 0.0% | 1.9% | ||
| Q1 25 | 0.6% | 2.0% | ||
| Q4 24 | 0.3% | 1.8% | ||
| Q3 24 | 0.4% | 1.8% | ||
| Q2 24 | 0.4% | 2.3% |
现金转化率
ALL
IESC
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 0.30× | ||
| Q3 25 | 0.88× | 1.29× | ||
| Q2 25 | 0.89× | 1.16× | ||
| Q1 25 | 3.30× | 0.34× | ||
| Q4 24 | 0.88× | 0.65× | ||
| Q3 24 | 2.69× | 1.42× | ||
| Q2 24 | 7.13× | 1.24× |
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
ALL
暂无分部数据
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |