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亚玛芬体育（AS）与AMDOCS LTD（DOX）财务数据对比。点击上方公司名可切换其他公司
AMDOCS LTD的季度营收约是亚玛芬体育的1.2倍（$1.3B vs $1.1B），AMDOCS LTD净利率更高（11.2% vs 1.8%，领先9.4%）
亚玛芬体育是芬兰跨国运动装备企业，总部位于赫尔辛基，成立于1950年。早年为涉足烟草贸易、航运、出版等领域的多元化工业集团，后逐步转型专注于体育用品的生产与营销，现有员工超9700人，2018年起成为中国安踏体育旗下子公司。
Amdocs是一家跨国电信科技企业，总部位于美国密苏里州切斯特菲尔德，1982年成立，于纳斯达克证券交易所挂牌上市，专注为通信、媒体、金融服务供应商及数字企业提供专业软件与相关服务。
AS vs DOX — 直观对比
营收规模更大
DOX
是对方的1.2倍
$1.1B
净利率更高
DOX
高出9.4%
1.8%
损益表 — Q1 FY2024 vs Q3 FY2024
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.3B |
| 净利润 | $19.0M | $140.3M |
| 毛利率 | 52.8% | — |
| 营业利润率 | 12.4% | 14.1% |
| 净利率 | 1.8% | 11.2% |
| 营收同比 | — | 1.1% |
| 净利润同比 | — | -12.0% |
| 每股收益（稀释后） | $0.05 | $1.21 |
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ASDOX
| Q2 24 | — | $1.3B | ||
| Q1 24 | $1.1B | $1.2B | ||
| Q4 23 | $1.3B | $1.2B | ||
| Q2 23 | — | $1.2B | ||
| Q1 23 | — | $1.2B | ||
| Q4 22 | — | $1.2B | ||
| Q2 22 | — | $1.2B | ||
| Q1 22 | — | $1.1B |
净利润ASDOX
| Q2 24 | — | $140.3M | ||
| Q1 24 | $19.0M | $118.5M | ||
| Q4 23 | $-95.0M | $148.0M | ||
| Q2 23 | — | $159.4M | ||
| Q1 23 | — | $149.6M | ||
| Q4 22 | — | $129.7M | ||
| Q2 22 | — | $128.5M | ||
| Q1 22 | — | $158.5M |
毛利率ASDOX
| Q2 24 | — | — | ||
| Q1 24 | 52.8% | — | ||
| Q4 23 | 51.9% | — | ||
| Q2 23 | — | — | ||
| Q1 23 | — | — | ||
| Q4 22 | — | — | ||
| Q2 22 | — | — | ||
| Q1 22 | — | — |
营业利润率ASDOX
| Q2 24 | — | 14.1% | ||
| Q1 24 | 12.4% | 12.5% | ||
| Q4 23 | — | 14.8% | ||
| Q2 23 | — | 14.8% | ||
| Q1 23 | — | 14.9% | ||
| Q4 22 | — | 12.7% | ||
| Q2 22 | — | 14.6% | ||
| Q1 22 | — | 14.3% |
净利率ASDOX
| Q2 24 | — | 11.2% | ||
| Q1 24 | 1.8% | 9.5% | ||
| Q4 23 | -7.2% | 11.9% | ||
| Q2 23 | — | 12.9% | ||
| Q1 23 | — | 12.2% | ||
| Q4 22 | — | 10.9% | ||
| Q2 22 | — | 11.1% | ||
| Q1 22 | — | 13.8% |
每股收益（稀释后）ASDOX
| Q2 24 | — | $1.21 | ||
| Q1 24 | $0.05 | $1.01 | ||
| Q4 23 | $-0.11 | $1.26 | ||
| Q2 23 | — | $1.32 | ||
| Q1 23 | — | $1.23 | ||
| Q4 22 | — | $1.07 | ||
| Q2 22 | — | $1.04 | ||
| Q1 22 | — | $1.28 |
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 | $114.3M | — |
| 自由现金流经营现金流 - 资本支出 | $92.2M | — |
| 自由现金流率自由现金流/营收 | 8.8% | — |
| 资本支出强度资本支出/营收 | 2.1% | — |
| 现金转化率经营现金流/净利润 | 6.02× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ASDOX
| Q2 24 | — | — | ||
| Q1 24 | $114.3M | — | ||
| Q4 23 | $199.0M | — | ||
| Q2 23 | — | — | ||
| Q1 23 | — | — | ||
| Q4 22 | — | — | ||
| Q2 22 | — | — | ||
| Q1 22 | — | — |
自由现金流ASDOX
| Q2 24 | — | — | ||
| Q1 24 | $92.2M | — | ||
| Q4 23 | $75.4M | — | ||
| Q2 23 | — | — | ||
| Q1 23 | — | — | ||
| Q4 22 | — | — | ||
| Q2 22 | — | — | ||
| Q1 22 | — | — |
自由现金流率ASDOX
| Q2 24 | — | — | ||
| Q1 24 | 8.8% | — | ||
| Q4 23 | 5.7% | — | ||
| Q2 23 | — | — | ||
| Q1 23 | — | — | ||
| Q4 22 | — | — | ||
| Q2 22 | — | — | ||
| Q1 22 | — | — |
资本支出强度ASDOX
| Q2 24 | — | — | ||
| Q1 24 | 2.1% | — | ||
| Q4 23 | 9.4% | — | ||
| Q2 23 | — | — | ||
| Q1 23 | — | — | ||
| Q4 22 | — | — | ||
| Q2 22 | — | — | ||
| Q1 22 | — | — |
现金转化率ASDOX
| Q2 24 | — | — | ||
| Q1 24 | 6.02× | — | ||
| Q4 23 | — | — | ||
| Q2 23 | — | — | ||
| Q1 23 | — | — | ||
| Q4 22 | — | — | ||
| Q2 22 | — | — | ||
| Q1 22 | — | — |
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
AS
| Americas2 | $409.6M | 39% |
| EMEA1 | $356.9M | 34% |
| Greater China3 | $205.6M | 20% |
| Asia Pacific4 | $78.2M | 7% |
DOX
暂无分部数据
