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Angi Inc.（ANGI）与A.O.史密斯（AOS）财务数据对比。点击上方公司名可切换其他公司
A.O.史密斯的季度营收约是Angi Inc.的3.8倍（$912.5M vs $240.8M）。A.O.史密斯净利率更高（13.7% vs 3.0%，领先10.7%）。A.O.史密斯同比增速更快（0.0% vs -10.1%）。过去两年A.O.史密斯的营收复合增速更高（-3.4% vs -11.2%）
安吉（Angi Inc.）是一家互联网服务企业，由Angie's List与HomeAdvisor于2017年合并成立。公司最早可追溯到1995年创立的美国家居服务网站Angie's List，该网站最初是在线黄页平台，支持用户查看和发布本地商家与服务商的众包评价。
A.O.史密斯是美国知名的家用及商用热水器、锅炉生产商，也是北美规模最大的热水器制造销售商，在亚洲市场还供应水处理和净化产品。公司在全球共有27个站点，包括北美5座生产基地，以及位于印度班加罗尔、中国南京、荷兰费尔德霍芬的工厂。
ANGI vs AOS — 直观对比
营收规模更大
AOS
是对方的3.8倍
$240.8M
营收增速更快
AOS
高出10.1%
-10.1%
净利率更高
AOS
高出10.7%
3.0%
两年增速更快
AOS
近两年复合增速
-11.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $240.8M | $912.5M |
| 净利润 | $7.2M | $125.4M |
| 毛利率 | 96.3% | 38.4% |
| 营业利润率 | 2.5% | 17.9% |
| 净利率 | 3.0% | 13.7% |
| 营收同比 | -10.1% | 0.0% |
| 净利润同比 | 661.7% | 14.3% |
| 每股收益（稀释后） | $0.18 | $0.89 |
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ANGIAOS
| Q4 25 | $240.8M | $912.5M | ||
| Q3 25 | $265.6M | $942.5M | ||
| Q2 25 | $278.2M | $1.0B | ||
| Q1 25 | $245.9M | $963.9M | ||
| Q4 24 | $267.9M | $912.4M | ||
| Q3 24 | $296.7M | $902.6M | ||
| Q2 24 | $315.1M | $1.0B | ||
| Q1 24 | $305.4M | $978.8M |
净利润ANGIAOS
| Q4 25 | $7.2M | $125.4M | ||
| Q3 25 | $10.6M | $132.0M | ||
| Q2 25 | $10.9M | $152.2M | ||
| Q1 25 | $15.1M | $136.6M | ||
| Q4 24 | $-1.3M | $109.7M | ||
| Q3 24 | $35.4M | $120.1M | ||
| Q2 24 | $4.1M | $156.2M | ||
| Q1 24 | $-1.3M | $147.6M |
毛利率ANGIAOS
| Q4 25 | 96.3% | 38.4% | ||
| Q3 25 | 95.3% | 38.7% | ||
| Q2 25 | 95.3% | 39.3% | ||
| Q1 25 | 94.7% | 38.9% | ||
| Q4 24 | 94.0% | 37.1% | ||
| Q3 24 | 95.0% | 37.4% | ||
| Q2 24 | 95.5% | 38.7% | ||
| Q1 24 | 95.9% | 39.3% |
营业利润率ANGIAOS
| Q4 25 | 2.5% | 17.9% | ||
| Q3 25 | 8.2% | 18.6% | ||
| Q2 25 | 6.4% | 20.4% | ||
| Q1 25 | 8.1% | 19.1% | ||
| Q4 24 | 0.8% | 10.1% | ||
| Q3 24 | 2.6% | 19.5% | ||
| Q2 24 | 2.9% | 21.9% | ||
| Q1 24 | 0.9% | 22.0% |
净利率ANGIAOS
| Q4 25 | 3.0% | 13.7% | ||
| Q3 25 | 4.0% | 14.0% | ||
| Q2 25 | 3.9% | 15.0% | ||
| Q1 25 | 6.1% | 14.2% | ||
| Q4 24 | -0.5% | 12.0% | ||
| Q3 24 | 11.9% | 13.3% | ||
| Q2 24 | 1.3% | 15.2% | ||
| Q1 24 | -0.4% | 15.1% |
每股收益（稀释后）ANGIAOS
| Q4 25 | $0.18 | $0.89 | ||
| Q3 25 | $0.23 | $0.94 | ||
| Q2 25 | $0.23 | $1.07 | ||
| Q1 25 | $0.30 | $0.95 | ||
| Q4 24 | $-0.03 | $0.75 | ||
| Q3 24 | $0.70 | $0.82 | ||
| Q2 24 | $0.07 | $1.06 | ||
| Q1 24 | $-0.03 | $1.00 |
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 | $303.7M | $193.2M |
| 总债务越低越好 | — | $155.0M |
| 股东权益账面价值 | $927.4M | $1.9B |
| 总资产 | $1.7B | $3.1B |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资ANGIAOS
| Q4 25 | $303.7M | $193.2M | ||
| Q3 25 | $340.7M | $172.8M | ||
| Q2 25 | $362.5M | $177.9M | ||
| Q1 25 | $386.6M | $200.2M | ||
| Q4 24 | $416.4M | $276.1M | ||
| Q3 24 | $395.2M | $255.6M | ||
| Q2 24 | $384.9M | $233.3M | ||
| Q1 24 | $363.3M | $303.1M |
总债务ANGIAOS
| Q4 25 | — | $155.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $193.2M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ANGIAOS
| Q4 25 | $927.4M | $1.9B | ||
| Q3 25 | $994.1M | $1.8B | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $1.0B | $1.9B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $1.1B | $1.9B | ||
| Q2 24 | $1.0B | $1.9B | ||
| Q1 24 | $1.0B | $1.9B |
总资产ANGIAOS
| Q4 25 | $1.7B | $3.1B | ||
| Q3 25 | $1.7B | $3.2B | ||
| Q2 25 | $1.8B | $3.2B | ||
| Q1 25 | $1.8B | $3.3B | ||
| Q4 24 | $1.8B | $3.2B | ||
| Q3 24 | $1.9B | $3.2B | ||
| Q2 24 | $1.9B | $3.2B | ||
| Q1 24 | $1.8B | $3.2B |
负债/权益比ANGIAOS
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.10× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | — | $183.1M |
| 自由现金流经营现金流 - 资本支出 | — | $165.5M |
| 自由现金流率自由现金流/营收 | — | 18.1% |
| 资本支出强度资本支出/营收 | 7.8% | 1.9% |
| 现金转化率经营现金流/净利润 | — | 1.46× |
| 过去12个月自由现金流最近4个季度 | — | $546.0M |
8季度趋势，按日历期对齐
经营现金流ANGIAOS
| Q4 25 | — | $183.1M | ||
| Q3 25 | $21.0M | $255.4M | ||
| Q2 25 | $57.1M | $139.6M | ||
| Q1 25 | $-3.1M | $38.7M | ||
| Q4 24 | $40.0M | $221.9M | ||
| Q3 24 | $30.9M | $195.9M | ||
| Q2 24 | $62.7M | $57.4M | ||
| Q1 24 | $22.3M | $106.6M |
自由现金流ANGIAOS
| Q4 25 | — | $165.5M | ||
| Q3 25 | $4.9M | $240.6M | ||
| Q2 25 | $44.9M | $122.5M | ||
| Q1 25 | $-15.7M | $17.4M | ||
| Q4 24 | $27.1M | $191.3M | ||
| Q3 24 | $18.8M | $163.4M | ||
| Q2 24 | $50.0M | $34.5M | ||
| Q1 24 | $9.5M | $84.6M |
自由现金流率ANGIAOS
| Q4 25 | — | 18.1% | ||
| Q3 25 | 1.9% | 25.5% | ||
| Q2 25 | 16.1% | 12.1% | ||
| Q1 25 | -6.4% | 1.8% | ||
| Q4 24 | 10.1% | 21.0% | ||
| Q3 24 | 6.3% | 18.1% | ||
| Q2 24 | 15.9% | 3.4% | ||
| Q1 24 | 3.1% | 8.6% |
资本支出强度ANGIAOS
| Q4 25 | 7.8% | 1.9% | ||
| Q3 25 | 6.0% | 1.6% | ||
| Q2 25 | 4.4% | 1.7% | ||
| Q1 25 | 5.1% | 2.2% | ||
| Q4 24 | 4.8% | 3.4% | ||
| Q3 24 | 4.1% | 3.6% | ||
| Q2 24 | 4.0% | 2.2% | ||
| Q1 24 | 4.2% | 2.2% |
现金转化率ANGIAOS
| Q4 25 | — | 1.46× | ||
| Q3 25 | 1.98× | 1.93× | ||
| Q2 25 | 5.24× | 0.92× | ||
| Q1 25 | -0.21× | 0.28× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | 0.87× | 1.63× | ||
| Q2 24 | 15.34× | 0.37× | ||
| Q1 24 | — | 0.72× |
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
ANGI
| Lead | $166.2M | 69% |
| Other | $28.2M | 12% |
| Advertising | $21.2M | 9% |
| Services | $19.0M | 8% |
| Membership Subscription | $6.2M | 3% |
AOS
| North America Segment | $713.7M | 78% |
| Rest Of World | $158.3M | 17% |
| Other | $40.5M | 4% |
