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博思艾伦汉密尔顿(BAH)与爱德华生命科学(EW)财务数据对比。点击上方公司名可切换其他公司
博思艾伦汉密尔顿的季度营收约是爱德华生命科学的1.6倍($2.6B vs $1.6B),爱德华生命科学净利率更高(23.1% vs 7.6%,领先15.5%),爱德华生命科学同比增速更快(16.7% vs -10.2%),过去两年爱德华生命科学的营收复合增速更高(9.7% vs -2.8%)
博思艾伦汉密尔顿控股集团是美国知名专业服务企业,深耕数字化转型与人工智能领域,为公共部门、私营机构及非营利组织提供咨询、分析与工程服务,总部位于弗吉尼亚州麦克莱恩,属华盛顿大都会区,在全球另设有80个办事处。
爱德华生命科学是总部位于美国加利福尼亚州尔湾的医疗科技企业,专注于人工心脏瓣膜及血流动力学监测领域,其研发的Sapien经导管主动脉心脏瓣膜采用牛组织材质,搭配球囊扩张式钴铬合金支架,可通过导管完成植入。
BAH vs EW — 直观对比
营收规模更大
BAH
是对方的1.6倍
$1.6B
营收增速更快
EW
高出26.9%
-10.2%
净利率更高
EW
高出15.5%
7.6%
两年增速更快
EW
近两年复合增速
-2.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.6B | $1.6B |
| 净利润 | $200.0M | $380.7M |
| 毛利率 | 51.9% | 78.0% |
| 营业利润率 | 8.8% | 1.8% |
| 净利率 | 7.6% | 23.1% |
| 营收同比 | -10.2% | 16.7% |
| 净利润同比 | 7.0% | 6.8% |
| 每股收益(稀释后) | $1.63 | $0.66 |
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
BAH
EW
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.6B | $1.6B | ||
| Q3 25 | $2.9B | $1.6B | ||
| Q2 25 | $2.9B | $1.5B | ||
| Q1 25 | $3.0B | $1.4B | ||
| Q4 24 | $2.9B | $1.4B | ||
| Q3 24 | $3.1B | $1.4B | ||
| Q2 24 | $2.9B | $1.4B |
净利润
BAH
EW
| Q1 26 | — | $380.7M | ||
| Q4 25 | $200.0M | $91.2M | ||
| Q3 25 | $175.0M | $291.1M | ||
| Q2 25 | $271.0M | $333.2M | ||
| Q1 25 | $192.7M | $358.0M | ||
| Q4 24 | $186.9M | $385.6M | ||
| Q3 24 | $390.1M | $3.1B | ||
| Q2 24 | $165.2M | $366.3M |
毛利率
BAH
EW
| Q1 26 | — | 78.0% | ||
| Q4 25 | 51.9% | 78.1% | ||
| Q3 25 | 53.6% | 77.8% | ||
| Q2 25 | 51.3% | 77.5% | ||
| Q1 25 | 53.6% | 78.7% | ||
| Q4 24 | 55.2% | 78.9% | ||
| Q3 24 | 56.7% | 80.6% | ||
| Q2 24 | 53.4% | 79.9% |
营业利润率
BAH
EW
| Q1 26 | — | 1.8% | ||
| Q4 25 | 8.8% | 9.6% | ||
| Q3 25 | 9.8% | 19.8% | ||
| Q2 25 | 8.8% | 26.8% | ||
| Q1 25 | 9.2% | 27.9% | ||
| Q4 24 | 10.0% | 22.6% | ||
| Q3 24 | 17.4% | 25.9% | ||
| Q2 24 | 8.7% | 26.8% |
净利率
BAH
EW
| Q1 26 | — | 23.1% | ||
| Q4 25 | 7.6% | 5.8% | ||
| Q3 25 | 6.1% | 18.7% | ||
| Q2 25 | 9.3% | 21.7% | ||
| Q1 25 | 6.5% | 25.3% | ||
| Q4 24 | 6.4% | 27.8% | ||
| Q3 24 | 12.4% | 226.7% | ||
| Q2 24 | 5.6% | 26.7% |
每股收益(稀释后)
BAH
EW
| Q1 26 | — | $0.66 | ||
| Q4 25 | $1.63 | $0.16 | ||
| Q3 25 | $1.42 | $0.50 | ||
| Q2 25 | $2.16 | $0.56 | ||
| Q1 25 | $1.52 | $0.61 | ||
| Q4 24 | $1.45 | $0.65 | ||
| Q3 24 | $3.01 | $5.13 | ||
| Q2 24 | $1.27 | $0.61 |
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 | $882.0M | — |
| 总债务越低越好 | $3.9B | — |
| 股东权益账面价值 | $1.0B | — |
| 总资产 | $7.1B | — |
| 负债/权益比越低杠杆越低 | 3.84× | — |
8季度趋势,按日历期对齐
现金及短期投资
BAH
EW
| Q1 26 | — | — | ||
| Q4 25 | $882.0M | $4.2B | ||
| Q3 25 | $816.0M | $3.8B | ||
| Q2 25 | $711.0M | $4.1B | ||
| Q1 25 | $885.0M | $3.9B | ||
| Q4 24 | $453.5M | $4.0B | ||
| Q3 24 | $558.7M | $4.4B | ||
| Q2 24 | $297.7M | $2.0B |
总债务
BAH
EW
| Q1 26 | — | — | ||
| Q4 25 | $3.9B | — | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | $4.0B | — | ||
| Q1 25 | $4.0B | — | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $3.4B | — |
股东权益
BAH
EW
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $10.3B | ||
| Q3 25 | $996.0M | $10.2B | ||
| Q2 25 | $1.1B | $10.5B | ||
| Q1 25 | $1.0B | $10.1B | ||
| Q4 24 | $1.2B | $10.0B | ||
| Q3 24 | $1.2B | $9.5B | ||
| Q2 24 | $1.1B | $7.4B |
总资产
BAH
EW
| Q1 26 | — | — | ||
| Q4 25 | $7.1B | $13.7B | ||
| Q3 25 | $7.2B | $13.3B | ||
| Q2 25 | $7.2B | $13.5B | ||
| Q1 25 | $7.3B | $13.0B | ||
| Q4 24 | $6.8B | $13.1B | ||
| Q3 24 | $6.9B | $13.0B | ||
| Q2 24 | $6.6B | $10.1B |
负债/权益比
BAH
EW
| Q1 26 | — | — | ||
| Q4 25 | 3.84× | — | ||
| Q3 25 | 3.98× | — | ||
| Q2 25 | 3.74× | — | ||
| Q1 25 | 3.99× | — | ||
| Q4 24 | 2.79× | — | ||
| Q3 24 | 2.83× | — | ||
| Q2 24 | 3.14× | — |
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 | $261.0M | — |
| 自由现金流经营现金流 - 资本支出 | $248.0M | — |
| 自由现金流率自由现金流/营收 | 9.5% | — |
| 资本支出强度资本支出/营收 | 0.5% | — |
| 现金转化率经营现金流/净利润 | 1.30× | — |
| 过去12个月自由现金流最近4个季度 | $933.4M | — |
8季度趋势,按日历期对齐
经营现金流
BAH
EW
| Q1 26 | — | — | ||
| Q4 25 | $261.0M | $450.9M | ||
| Q3 25 | $421.0M | $573.7M | ||
| Q2 25 | $119.0M | $290.2M | ||
| Q1 25 | $219.0M | $280.4M | ||
| Q4 24 | $150.8M | $-127.5M | ||
| Q3 24 | $587.1M | $351.8M | ||
| Q2 24 | $52.1M | $371.5M |
自由现金流
BAH
EW
| Q1 26 | — | — | ||
| Q4 25 | $248.0M | $353.5M | ||
| Q3 25 | $395.0M | $516.2M | ||
| Q2 25 | $96.0M | $240.9M | ||
| Q1 25 | $194.4M | $224.4M | ||
| Q4 24 | $133.6M | $-177.3M | ||
| Q3 24 | $563.3M | $299.9M | ||
| Q2 24 | $19.7M | $286.1M |
自由现金流率
BAH
EW
| Q1 26 | — | — | ||
| Q4 25 | 9.5% | 22.5% | ||
| Q3 25 | 13.7% | 33.2% | ||
| Q2 25 | 3.3% | 15.7% | ||
| Q1 25 | 6.5% | 15.9% | ||
| Q4 24 | 4.6% | -12.8% | ||
| Q3 24 | 17.9% | 22.1% | ||
| Q2 24 | 0.7% | 20.9% |
资本支出强度
BAH
EW
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 6.2% | ||
| Q3 25 | 0.9% | 3.7% | ||
| Q2 25 | 0.8% | 3.2% | ||
| Q1 25 | 0.8% | 4.0% | ||
| Q4 24 | 0.6% | 3.6% | ||
| Q3 24 | 0.8% | 3.8% | ||
| Q2 24 | 1.1% | 6.2% |
现金转化率
BAH
EW
| Q1 26 | — | — | ||
| Q4 25 | 1.30× | 4.94× | ||
| Q3 25 | 2.41× | 1.97× | ||
| Q2 25 | 0.44× | 0.87× | ||
| Q1 25 | 1.14× | 0.78× | ||
| Q4 24 | 0.81× | -0.33× | ||
| Q3 24 | 1.50× | 0.11× | ||
| Q2 24 | 0.32× | 1.01× |
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
BAH
| Defense Clients | $1.5B | 55% |
| Civil Clients | $732.0M | 28% |
| Intelligence Clients | $434.0M | 17% |
EW
暂无分部数据