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怡安集团(AON)与MESABI TRUST(MSB)财务数据对比。点击上方公司名可切换其他公司
怡安集团的季度营收约是MESABI TRUST的1197.6倍($4.3B vs $3.6M)。MESABI TRUST净利率更高(77.1% vs 39.4%,领先37.7%)。怡安集团同比增速更快(3.7% vs -95.5%)。过去两年怡安集团的营收复合增速更高(2.8% vs -24.1%)
怡安集团(Aon plc)是一家英美背景的专业服务企业,下设两大业务板块:风险资本板块提供风险管理、保险及再保险领域的经纪与咨询服务;人力资本板块提供健康保险、退休及养老金计划、人才咨询等相关服务。
梅萨比信托是一家总部位于美国的特许权信托机构,持有明尼苏达州梅萨比山脉铁矿开采资产的特许权权益,主要通过与铁矿石生产销售挂钩的特许权使用费获得收益,服务于全球钢铁制造市场。
AON vs MSB — 直观对比
营收规模更大
AON
是对方的1197.6倍
$3.6M
营收增速更快
AON
高出99.1%
-95.5%
净利率更高
MSB
高出37.7%
39.4%
两年增速更快
AON
近两年复合增速
-24.1%
损益表 — Q4 2025 vs Q3 2026
| 指标 | ||
|---|---|---|
| 营收 | $4.3B | $3.6M |
| 净利润 | $1.7B | $2.8M |
| 毛利率 | — | 77.1% |
| 营业利润率 | 28.1% | — |
| 净利率 | 39.4% | 77.1% |
| 营收同比 | 3.7% | -95.5% |
| 净利润同比 | 136.5% | -96.5% |
| 每股收益(稀释后) | $7.82 | — |
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
AON
MSB
| Q4 25 | $4.3B | $3.6M | ||
| Q3 25 | $4.0B | $5.6M | ||
| Q2 25 | $4.2B | $4.7M | ||
| Q1 25 | $4.7B | $6.9M | ||
| Q4 24 | $4.1B | $79.0M | ||
| Q3 24 | $3.7B | $6.5M | ||
| Q2 24 | $3.8B | $6.3M | ||
| Q1 24 | $4.1B | $6.2M |
净利润
AON
MSB
| Q4 25 | $1.7B | $2.8M | ||
| Q3 25 | $458.0M | $4.7M | ||
| Q2 25 | $579.0M | $3.6M | ||
| Q1 25 | $965.0M | $6.1M | ||
| Q4 24 | $716.0M | $78.3M | ||
| Q3 24 | $343.0M | $5.4M | ||
| Q2 24 | $524.0M | $3.5M | ||
| Q1 24 | $1.1B | $4.7M |
毛利率
AON
MSB
| Q4 25 | — | 77.1% | ||
| Q3 25 | — | 84.6% | ||
| Q2 25 | — | 76.7% | ||
| Q1 25 | — | 88.5% | ||
| Q4 24 | — | 99.1% | ||
| Q3 24 | — | 83.2% | ||
| Q2 24 | — | 55.7% | ||
| Q1 24 | — | 75.3% |
营业利润率
AON
MSB
| Q4 25 | 28.1% | — | ||
| Q3 25 | 20.4% | — | ||
| Q2 25 | 20.7% | — | ||
| Q1 25 | 30.9% | — | ||
| Q4 24 | 26.3% | — | ||
| Q3 24 | 16.7% | — | ||
| Q2 24 | 17.4% | — | ||
| Q1 24 | 36.0% | — |
净利率
AON
MSB
| Q4 25 | 39.4% | 77.1% | ||
| Q3 25 | 11.5% | 84.6% | ||
| Q2 25 | 13.9% | 76.7% | ||
| Q1 25 | 20.4% | 88.5% | ||
| Q4 24 | 17.3% | 99.1% | ||
| Q3 24 | 9.2% | 83.2% | ||
| Q2 24 | 13.9% | 55.7% | ||
| Q1 24 | 26.3% | 75.3% |
每股收益(稀释后)
AON
MSB
| Q4 25 | $7.82 | — | ||
| Q3 25 | $2.11 | — | ||
| Q2 25 | $2.66 | — | ||
| Q1 25 | $4.43 | — | ||
| Q4 24 | $3.11 | — | ||
| Q3 24 | $1.57 | — | ||
| Q2 24 | $2.46 | — | ||
| Q1 24 | $5.35 | — |
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 | $2.8B | — |
| 总债务越低越好 | $15.2B | — |
| 股东权益账面价值 | $9.4B | $21.1M |
| 总资产 | $50.8B | $26.0M |
| 负债/权益比越低杠杆越低 | 1.63× | — |
8季度趋势,按日历期对齐
现金及短期投资
AON
MSB
| Q4 25 | $2.8B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $6.4B | — |
总债务
AON
MSB
| Q4 25 | $15.2B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $17.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
AON
MSB
| Q4 25 | $9.4B | $21.1M | ||
| Q3 25 | $7.9B | $22.8M | ||
| Q2 25 | $7.8B | $19.6M | ||
| Q1 25 | $7.0B | $23.3M | ||
| Q4 24 | $6.1B | $95.3M | ||
| Q3 24 | $6.2B | $22.1M | ||
| Q2 24 | $5.9B | $20.7M | ||
| Q1 24 | $-133.0M | $21.0M |
总资产
AON
MSB
| Q4 25 | $50.8B | $26.0M | ||
| Q3 25 | $51.6B | $24.8M | ||
| Q2 25 | $54.0B | $27.4M | ||
| Q1 25 | $50.3B | $101.7M | ||
| Q4 24 | $49.0B | $100.7M | ||
| Q3 24 | $49.9B | $26.2M | ||
| Q2 24 | $51.5B | $25.1M | ||
| Q1 24 | $40.8B | $26.7M |
负债/权益比
AON
MSB
| Q4 25 | 1.63× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.78× | — | ||
| 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 | $1.4B | $3.5M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | — |
| 自由现金流率自由现金流/营收 | 30.8% | — |
| 资本支出强度资本支出/营收 | 1.7% | — |
| 现金转化率经营现金流/净利润 | 0.83× | 1.27× |
| 过去12个月自由现金流最近4个季度 | $3.2B | — |
8季度趋势,按日历期对齐
经营现金流
AON
MSB
| Q4 25 | $1.4B | $3.5M | ||
| Q3 25 | $1.1B | $4.4M | ||
| Q2 25 | $796.0M | $2.1M | ||
| Q1 25 | $140.0M | $9.4M | ||
| Q4 24 | $1.2B | $78.2M | ||
| Q3 24 | $1.0B | $3.8M | ||
| Q2 24 | $513.0M | $2.5M | ||
| Q1 24 | $309.0M | $5.7M |
自由现金流
AON
MSB
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $732.0M | — | ||
| Q1 25 | $84.0M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $951.0M | — | ||
| Q2 24 | $460.0M | — | ||
| Q1 24 | $261.0M | — |
自由现金流率
AON
MSB
| Q4 25 | 30.8% | — | ||
| Q3 25 | 27.0% | — | ||
| Q2 25 | 17.6% | — | ||
| Q1 25 | 1.8% | — | ||
| Q4 24 | 27.6% | — | ||
| Q3 24 | 25.6% | — | ||
| Q2 24 | 12.2% | — | ||
| Q1 24 | 6.4% | — |
资本支出强度
AON
MSB
| Q4 25 | 1.7% | — | ||
| Q3 25 | 1.7% | — | ||
| Q2 25 | 1.5% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | 1.3% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 1.4% | — | ||
| Q1 24 | 1.2% | — |
现金转化率
AON
MSB
| Q4 25 | 0.83× | 1.27× | ||
| Q3 25 | 2.51× | 0.92× | ||
| Q2 25 | 1.37× | 0.57× | ||
| Q1 25 | 0.15× | 1.55× | ||
| Q4 24 | 1.68× | 1.00× | ||
| Q3 24 | 2.95× | 0.71× | ||
| Q2 24 | 0.98× | 0.72× | ||
| Q1 24 | 0.29× | 1.21× |
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
AON
| Commercial Risk Solutions | $2.3B | 54% |
| Health Solutions | $1.1B | 26% |
| Wealth Solutions | $490.0M | 11% |
| Reinsurance Solutions | $379.0M | 9% |
MSB
暂无分部数据