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ACUITY INC. (DE)（AYI）与SELECTIVE INSURANCE GROUP INC（SIGI）财务数据对比。点击上方公司名可切换其他公司
SELECTIVE INSURANCE GROUP INC的季度营收约是ACUITY INC. (DE)的1.2倍（$1.4B vs $1.1B），ACUITY INC. (DE)净利率更高（10.5% vs 7.2%，领先3.3%），ACUITY INC. (DE)同比增速更快（20.2% vs 5.7%），过去两年ACUITY INC. (DE)的营收复合增速更高（12.4% vs 6.6%）
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AYI vs SIGI — 直观对比
营收规模更大
SIGI
是对方的1.2倍
$1.1B
营收增速更快
AYI
高出14.5%
5.7%
净利率更高
AYI
高出3.3%
7.2%
两年增速更快
AYI
近两年复合增速
6.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.4B |
| 净利润 | $120.5M | $97.7M |
| 毛利率 | 48.4% | — |
| 营业利润率 | 14.0% | — |
| 净利率 | 10.5% | 7.2% |
| 营收同比 | 20.2% | 5.7% |
| 净利润同比 | 12.9% | -37.0% |
| 每股收益（稀释后） | $3.82 | $1.58 |
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AYISIGI
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $951.6M | $1.3B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $968.1M | $1.2B |
净利润AYISIGI
| Q1 26 | — | $97.7M | ||
| Q4 25 | $120.5M | $155.2M | ||
| Q3 25 | $114.0M | $115.3M | ||
| Q2 25 | $98.4M | $85.9M | ||
| Q1 25 | $77.5M | $109.9M | ||
| Q4 24 | $106.7M | $95.5M | ||
| Q3 24 | $118.9M | $92.3M | ||
| Q2 24 | $113.9M | $-63.3M |
毛利率AYISIGI
| Q1 26 | — | — | ||
| Q4 25 | 48.4% | — | ||
| Q3 25 | 48.9% | — | ||
| Q2 25 | 48.4% | — | ||
| Q1 25 | 46.5% | — | ||
| Q4 24 | 47.2% | — | ||
| Q3 24 | 47.3% | — | ||
| Q2 24 | 46.7% | — |
营业利润率AYISIGI
| Q1 26 | — | — | ||
| Q4 25 | 14.0% | 14.4% | ||
| Q3 25 | 14.9% | 10.7% | ||
| Q2 25 | 11.9% | 8.2% | ||
| Q1 25 | 11.0% | 10.8% | ||
| Q4 24 | 14.0% | 9.5% | ||
| Q3 24 | 15.2% | 9.4% | ||
| Q2 24 | 15.0% | -6.7% |
净利率AYISIGI
| Q1 26 | — | 7.2% | ||
| Q4 25 | 10.5% | 11.4% | ||
| Q3 25 | 9.4% | 8.5% | ||
| Q2 25 | 8.3% | 6.5% | ||
| Q1 25 | 7.7% | 8.6% | ||
| Q4 24 | 11.2% | 7.6% | ||
| Q3 24 | 11.5% | 7.4% | ||
| Q2 24 | 11.8% | -5.3% |
每股收益（稀释后）AYISIGI
| Q1 26 | — | $1.58 | ||
| Q4 25 | $3.82 | $2.52 | ||
| Q3 25 | $3.61 | $1.85 | ||
| Q2 25 | $3.12 | $1.36 | ||
| Q1 25 | $2.45 | $1.76 | ||
| Q4 24 | $3.35 | $1.53 | ||
| Q3 24 | $3.77 | $1.47 | ||
| Q2 24 | $3.62 | $-1.08 |
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 | $376.1M | $451.8M |
| 总债务越低越好 | — | $901.4M |
| 股东权益账面价值 | $2.8B | $3.6B |
| 总资产 | $4.7B | $15.3B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资AYISIGI
| Q1 26 | — | $451.8M | ||
| Q4 25 | $376.1M | — | ||
| Q3 25 | $422.5M | — | ||
| Q2 25 | $371.8M | — | ||
| Q1 25 | $397.9M | — | ||
| Q4 24 | $935.6M | — | ||
| Q3 24 | $845.8M | — | ||
| Q2 24 | $699.0M | — |
总债务AYISIGI
| Q1 26 | — | $901.4M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $507.9M | ||
| Q3 24 | — | $508.2M | ||
| Q2 24 | — | $508.8M |
股东权益AYISIGI
| Q1 26 | — | $3.6B | ||
| Q4 25 | $2.8B | $3.6B | ||
| Q3 25 | $2.7B | $3.5B | ||
| Q2 25 | $2.6B | $3.4B | ||
| Q1 25 | $2.5B | $3.3B | ||
| Q4 24 | $2.5B | $3.1B | ||
| Q3 24 | $2.4B | $3.2B | ||
| Q2 24 | $2.3B | $2.9B |
总资产AYISIGI
| Q1 26 | — | $15.3B | ||
| Q4 25 | $4.7B | $15.2B | ||
| Q3 25 | $4.8B | $15.0B | ||
| Q2 25 | $4.6B | $14.5B | ||
| Q1 25 | $4.6B | $14.2B | ||
| Q4 24 | $3.9B | $13.5B | ||
| Q3 24 | $3.8B | $13.5B | ||
| Q2 24 | $3.6B | $12.6B |
负债/权益比AYISIGI
| Q1 26 | — | 0.25× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.17× |
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 | $140.8M | — |
| 自由现金流经营现金流 - 资本支出 | $114.8M | — |
| 自由现金流率自由现金流/营收 | 10.0% | — |
| 资本支出强度资本支出/营收 | 2.3% | — |
| 现金转化率经营现金流/净利润 | 1.17× | — |
| 过去12个月自由现金流最近4个季度 | $534.5M | — |
8季度趋势，按日历期对齐
经营现金流AYISIGI
| Q1 26 | — | — | ||
| Q4 25 | $140.8M | $376.3M | ||
| Q3 25 | $202.5M | $405.8M | ||
| Q2 25 | $207.3M | $166.9M | ||
| Q1 25 | $59.4M | $284.0M | ||
| Q4 24 | $132.2M | $332.2M | ||
| Q3 24 | $174.1M | $387.4M | ||
| Q2 24 | $152.5M | $266.1M |
自由现金流AYISIGI
| Q1 26 | — | — | ||
| Q4 25 | $114.8M | $366.3M | ||
| Q3 25 | $177.7M | $397.3M | ||
| Q2 25 | $192.3M | $159.7M | ||
| Q1 25 | $49.7M | $271.0M | ||
| Q4 24 | $113.3M | $324.7M | ||
| Q3 24 | $151.1M | $378.0M | ||
| Q2 24 | $140.5M | $258.4M |
自由现金流率AYISIGI
| Q1 26 | — | — | ||
| Q4 25 | 10.0% | 26.8% | ||
| Q3 25 | 14.7% | 29.2% | ||
| Q2 25 | 16.3% | 12.0% | ||
| Q1 25 | 4.9% | 21.1% | ||
| Q4 24 | 11.9% | 25.8% | ||
| Q3 24 | 14.6% | 30.4% | ||
| Q2 24 | 14.5% | 21.6% |
资本支出强度AYISIGI
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 0.7% | ||
| Q3 25 | 2.1% | 0.6% | ||
| Q2 25 | 1.3% | 0.5% | ||
| Q1 25 | 1.0% | 1.0% | ||
| Q4 24 | 2.0% | 0.6% | ||
| Q3 24 | 2.2% | 0.8% | ||
| Q2 24 | 1.2% | 0.6% |
现金转化率AYISIGI
| Q1 26 | — | — | ||
| Q4 25 | 1.17× | 2.42× | ||
| Q3 25 | 1.78× | 3.52× | ||
| Q2 25 | 2.11× | 1.94× | ||
| Q1 25 | 0.77× | 2.58× | ||
| Q4 24 | 1.24× | 3.48× | ||
| Q3 24 | 1.46× | 4.20× | ||
| Q2 24 | 1.34× | — |
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
AYI
| Sales Channel Through Independent Sales Network | $616.7M | 54% |
| Acuity Intelligent Spaces | $248.1M | 22% |
| QSCLLC | $95.1M | 8% |
| Sales Channel Through Direct Sales Network | $70.6M | 6% |
| Sales Channel Through Original Equipment Manufacturer And Other | $49.1M | 4% |
| Sales Channel Through Corporate Accounts Network | $40.7M | 4% |
| Sales Channel Through Retail | $40.3M | 4% |
SIGI
暂无分部数据
