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艾睿电子（ARW）与Block, Inc.（XYZ）财务数据对比。点击上方公司名可切换其他公司
艾睿电子的季度营收约是Block, Inc.的1.4倍（$8.7B vs $6.3B），艾睿电子净利率更高（2.2% vs 1.9%，领先0.4%），艾睿电子同比增速更快（20.1% vs 3.6%），Block, Inc.自由现金流更多（$579.8M vs $172.6M），过去两年艾睿电子的营收复合增速更高（12.4% vs 2.4%）
艾睿电子是总部位于美国科罗拉多州森特纳尼尔的企业，为全球客户提供电子元器件与企业计算产品，面向原始设备制造商、增值经销商、合同制造商等商业客户提供分销及增值服务，位列美国财富500强第154位。
Block, Inc.是美国科技企业，面向消费者与商户提供金融服务，由杰克·多尔西于2009年创立，是美国销售点系统领域的市场领导者。截至2024年，平台服务5700万用户及400万商户，年支付处理规模达2410亿美元。
ARW vs XYZ — 直观对比
营收规模更大
ARW
是对方的1.4倍
$6.3B
营收增速更快
ARW
高出16.5%
3.6%
净利率更高
ARW
高出0.4%
1.9%
自由现金流更多
XYZ
多$407.2M
$172.6M
两年增速更快
ARW
近两年复合增速
2.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $8.7B | $6.3B |
| 净利润 | $194.6M | $115.8M |
| 毛利率 | 11.5% | 45.9% |
| 营业利润率 | 3.4% | 7.8% |
| 净利率 | 2.2% | 1.9% |
| 营收同比 | 20.1% | 3.6% |
| 净利润同比 | 96.2% | -94.1% |
| 每股收益（稀释后） | $3.74 | $0.19 |
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ARWXYZ
| Q4 25 | $8.7B | $6.3B | ||
| Q3 25 | $7.7B | $6.1B | ||
| Q2 25 | $7.6B | $6.1B | ||
| Q1 25 | $6.8B | $5.8B | ||
| Q4 24 | $7.3B | $6.0B | ||
| Q3 24 | $6.8B | $6.0B | ||
| Q2 24 | $6.9B | $6.2B | ||
| Q1 24 | $6.9B | $6.0B |
净利润ARWXYZ
| Q4 25 | $194.6M | $115.8M | ||
| Q3 25 | $109.2M | $461.5M | ||
| Q2 25 | $187.7M | $538.5M | ||
| Q1 25 | $79.7M | $189.9M | ||
| Q4 24 | $99.2M | $1.9B | ||
| Q3 24 | $100.6M | $283.8M | ||
| Q2 24 | $108.7M | $195.3M | ||
| Q1 24 | $83.6M | $472.0M |
毛利率ARWXYZ
| Q4 25 | 11.5% | 45.9% | ||
| Q3 25 | 10.8% | 43.5% | ||
| Q2 25 | 11.2% | 41.9% | ||
| Q1 25 | 11.4% | 39.7% | ||
| Q4 24 | 11.0% | 38.3% | ||
| Q3 24 | 11.5% | 37.6% | ||
| Q2 24 | 12.3% | 36.3% | ||
| Q1 24 | 12.4% | 35.2% |
营业利润率ARWXYZ
| Q4 25 | 3.4% | 7.8% | ||
| Q3 25 | 2.3% | 6.7% | ||
| Q2 25 | 2.5% | 8.0% | ||
| Q1 25 | 2.3% | 5.7% | ||
| Q4 24 | 2.7% | 0.2% | ||
| Q3 24 | 2.6% | 5.4% | ||
| Q2 24 | 3.1% | 5.0% | ||
| Q1 24 | 2.7% | 4.2% |
净利率ARWXYZ
| Q4 25 | 2.2% | 1.9% | ||
| Q3 25 | 1.4% | 7.5% | ||
| Q2 25 | 2.5% | 8.9% | ||
| Q1 25 | 1.2% | 3.3% | ||
| Q4 24 | 1.4% | 32.3% | ||
| Q3 24 | 1.5% | 4.7% | ||
| Q2 24 | 1.6% | 3.2% | ||
| Q1 24 | 1.2% | 7.9% |
每股收益（稀释后）ARWXYZ
| Q4 25 | $3.74 | $0.19 | ||
| Q3 25 | $2.09 | $0.74 | ||
| Q2 25 | $3.59 | $0.87 | ||
| Q1 25 | $1.51 | $0.30 | ||
| Q4 24 | $1.87 | $3.06 | ||
| Q3 24 | $1.88 | $0.45 | ||
| Q2 24 | $2.01 | $0.31 | ||
| Q1 24 | $1.53 | $0.74 |
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 | $306.5M | $6.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.6B | $22.2B |
| 总资产 | $29.1B | $39.5B |
| 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ARWXYZ
| Q4 25 | $306.5M | $6.6B | ||
| Q3 25 | $213.6M | $8.3B | ||
| Q2 25 | $222.0M | $6.4B | ||
| Q1 25 | $231.9M | $7.1B | ||
| Q4 24 | $188.8M | $8.1B | ||
| Q3 24 | $248.0M | $8.3B | ||
| Q2 24 | $213.0M | $7.8B | ||
| Q1 24 | $242.8M | $5.8B |
总债务ARWXYZ
| Q4 25 | — | — | ||
| Q3 25 | — | $7.3B | ||
| Q2 25 | — | $5.1B | ||
| Q1 25 | — | $5.1B | ||
| Q4 24 | — | $6.1B | ||
| Q3 24 | — | $6.1B | ||
| Q2 24 | — | $6.1B | ||
| Q1 24 | — | $4.1B |
股东权益ARWXYZ
| Q4 25 | $6.6B | $22.2B | ||
| Q3 25 | $6.4B | $22.5B | ||
| Q2 25 | $6.3B | $22.2B | ||
| Q1 25 | $5.9B | $21.5B | ||
| Q4 24 | $5.8B | $21.3B | ||
| Q3 24 | $6.0B | $19.9B | ||
| Q2 24 | $5.7B | $19.3B | ||
| Q1 24 | $5.7B | $19.0B |
总资产ARWXYZ
| Q4 25 | $29.1B | $39.5B | ||
| Q3 25 | $24.5B | $39.2B | ||
| Q2 25 | $24.3B | $36.9B | ||
| Q1 25 | $21.4B | $36.4B | ||
| Q4 24 | $21.8B | $36.8B | ||
| Q3 24 | $20.9B | $36.4B | ||
| Q2 24 | $20.1B | $37.5B | ||
| Q1 24 | $20.3B | $35.6B |
负债/权益比ARWXYZ
| Q4 25 | — | — | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.23× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | 0.31× | ||
| Q2 24 | — | 0.32× | ||
| Q1 24 | — | 0.22× |
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 | $199.9M | $621.0M |
| 自由现金流经营现金流 - 资本支出 | $172.6M | $579.8M |
| 自由现金流率自由现金流/营收 | 2.0% | 9.3% |
| 资本支出强度资本支出/营收 | 0.3% | 0.7% |
| 现金转化率经营现金流/净利润 | 1.03× | 5.36× |
| 过去12个月自由现金流最近4个季度 | $-37.2M | $2.4B |
8季度趋势，按日历期对齐
经营现金流ARWXYZ
| Q4 25 | $199.9M | $621.0M | ||
| Q3 25 | $-281.7M | $1.5B | ||
| Q2 25 | $-205.9M | $374.3M | ||
| Q1 25 | $351.7M | $133.3M | ||
| Q4 24 | $326.5M | $13.8M | ||
| Q3 24 | $80.6M | $684.8M | ||
| Q2 24 | $320.2M | $519.4M | ||
| Q1 24 | $403.2M | $489.4M |
自由现金流ARWXYZ
| Q4 25 | $172.6M | $579.8M | ||
| Q3 25 | $-312.0M | $1.4B | ||
| Q2 25 | $-224.5M | $343.0M | ||
| Q1 25 | $326.7M | $101.5M | ||
| Q4 24 | $303.9M | $-13.2M | ||
| Q3 24 | $62.0M | $628.2M | ||
| Q2 24 | $298.1M | $481.0M | ||
| Q1 24 | $373.7M | $457.4M |
自由现金流率ARWXYZ
| Q4 25 | 2.0% | 9.3% | ||
| Q3 25 | -4.0% | 22.9% | ||
| Q2 25 | -3.0% | 5.7% | ||
| Q1 25 | 4.8% | 1.8% | ||
| Q4 24 | 4.2% | -0.2% | ||
| Q3 24 | 0.9% | 10.5% | ||
| Q2 24 | 4.3% | 7.8% | ||
| Q1 24 | 5.4% | 7.7% |
资本支出强度ARWXYZ
| Q4 25 | 0.3% | 0.7% | ||
| Q3 25 | 0.4% | 0.8% | ||
| Q2 25 | 0.2% | 0.5% | ||
| Q1 25 | 0.4% | 0.6% | ||
| Q4 24 | 0.3% | 0.4% | ||
| Q3 24 | 0.3% | 0.9% | ||
| Q2 24 | 0.3% | 0.6% | ||
| Q1 24 | 0.4% | 0.5% |
现金转化率ARWXYZ
| Q4 25 | 1.03× | 5.36× | ||
| Q3 25 | -2.58× | 3.14× | ||
| Q2 25 | -1.10× | 0.70× | ||
| Q1 25 | 4.41× | 0.70× | ||
| Q4 24 | 3.29× | 0.01× | ||
| Q3 24 | 0.80× | 2.41× | ||
| Q2 24 | 2.95× | 2.66× | ||
| Q1 24 | 4.82× | 1.04× |
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
ARW
暂无分部数据
XYZ
| US | $5.7B | 91% |
| Non Us | $560.9M | 9% |
