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博思艾伦汉密尔顿（BAH）与Packaging Corporation of America（PKG）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Packaging Corporation of America的1.1倍（$2.6B vs $2.4B），博思艾伦汉密尔顿净利率更高（7.6% vs 7.2%，领先0.4%），Packaging Corporation of America同比增速更快（10.6% vs -10.2%），过去两年Packaging Corporation of America的营收复合增速更高（6.8% 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。
Packaging Corporation of America是总部位于美国伊利诺伊州莱克福里斯特的制造企业，业务主要布局于美国本土，当前拥有约15500名员工，首席执行官为Mark W. Kowlzan。
BAH vs PKG — 直观对比
营收规模更大
BAH
是对方的1.1倍
$2.4B
营收增速更快
PKG
高出20.8%
-10.2%
净利率更高
BAH
高出0.4%
7.2%
两年增速更快
PKG
近两年复合增速
-2.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $2.4B |
| 净利润 | $200.0M | $170.9M |
| 毛利率 | 51.9% | 19.1% |
| 营业利润率 | 8.8% | 10.6% |
| 净利率 | 7.6% | 7.2% |
| 营收同比 | -10.2% | 10.6% |
| 净利润同比 | 7.0% | -16.1% |
| 每股收益（稀释后） | $1.63 | $1.91 |
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BAHPKG
| Q1 26 | — | $2.4B | ||
| Q4 25 | $2.6B | $2.4B | ||
| Q3 25 | $2.9B | $2.3B | ||
| Q2 25 | $2.9B | $2.2B | ||
| Q1 25 | $3.0B | $2.1B | ||
| Q4 24 | $2.9B | $2.1B | ||
| Q3 24 | $3.1B | $2.2B | ||
| Q2 24 | $2.9B | $2.1B |
净利润BAHPKG
| Q1 26 | — | $170.9M | ||
| Q4 25 | $200.0M | $101.9M | ||
| Q3 25 | $175.0M | $226.9M | ||
| Q2 25 | $271.0M | $241.5M | ||
| Q1 25 | $192.7M | $203.8M | ||
| Q4 24 | $186.9M | $221.2M | ||
| Q3 24 | $390.1M | $238.1M | ||
| Q2 24 | $165.2M | $198.9M |
毛利率BAHPKG
| Q1 26 | — | 19.1% | ||
| Q4 25 | 51.9% | 18.9% | ||
| Q3 25 | 53.6% | 21.8% | ||
| Q2 25 | 51.3% | 22.2% | ||
| Q1 25 | 53.6% | 21.2% | ||
| Q4 24 | 55.2% | 21.9% | ||
| Q3 24 | 56.7% | 23.1% | ||
| Q2 24 | 53.4% | 21.1% |
营业利润率BAHPKG
| Q1 26 | — | 10.6% | ||
| Q4 25 | 8.8% | 7.1% | ||
| Q3 25 | 9.8% | 14.0% | ||
| Q2 25 | 8.8% | 15.4% | ||
| Q1 25 | 9.2% | 13.1% | ||
| Q4 24 | 10.0% | 14.1% | ||
| Q3 24 | 17.4% | 15.0% | ||
| Q2 24 | 8.7% | 13.3% |
净利率BAHPKG
| Q1 26 | — | 7.2% | ||
| Q4 25 | 7.6% | 4.3% | ||
| Q3 25 | 6.1% | 9.8% | ||
| Q2 25 | 9.3% | 11.1% | ||
| Q1 25 | 6.5% | 9.5% | ||
| Q4 24 | 6.4% | 10.3% | ||
| Q3 24 | 12.4% | 10.9% | ||
| Q2 24 | 5.6% | 9.6% |
每股收益（稀释后）BAHPKG
| Q1 26 | — | $1.91 | ||
| Q4 25 | $1.63 | $1.14 | ||
| Q3 25 | $1.42 | $2.51 | ||
| Q2 25 | $2.16 | $2.67 | ||
| Q1 25 | $1.52 | $2.26 | ||
| Q4 24 | $1.45 | $2.45 | ||
| Q3 24 | $3.01 | $2.64 | ||
| Q2 24 | $1.27 | $2.21 |
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BAHPKG
| Q1 26 | — | — | ||
| Q4 25 | $882.0M | $529.0M | ||
| Q3 25 | $816.0M | $634.0M | ||
| Q2 25 | $711.0M | $787.9M | ||
| Q1 25 | $885.0M | $751.7M | ||
| Q4 24 | $453.5M | $685.0M | ||
| Q3 24 | $558.7M | $676.6M | ||
| Q2 24 | $297.7M | $613.6M |
总债务BAHPKG
| Q1 26 | — | — | ||
| Q4 25 | $3.9B | $4.0B | ||
| Q3 25 | $4.0B | $4.0B | ||
| Q2 25 | $4.0B | — | ||
| Q1 25 | $4.0B | — | ||
| Q4 24 | $3.4B | $2.5B | ||
| Q3 24 | $3.4B | $2.5B | ||
| Q2 24 | $3.4B | — |
股东权益BAHPKG
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $4.6B | ||
| Q3 25 | $996.0M | $4.8B | ||
| Q2 25 | $1.1B | $4.6B | ||
| Q1 25 | $1.0B | $4.5B | ||
| Q4 24 | $1.2B | $4.4B | ||
| Q3 24 | $1.2B | $4.3B | ||
| Q2 24 | $1.1B | $4.1B |
总资产BAHPKG
| Q1 26 | — | — | ||
| Q4 25 | $7.1B | $10.7B | ||
| Q3 25 | $7.2B | $11.0B | ||
| Q2 25 | $7.2B | $9.0B | ||
| Q1 25 | $7.3B | $9.0B | ||
| Q4 24 | $6.8B | $8.8B | ||
| Q3 24 | $6.9B | $8.8B | ||
| Q2 24 | $6.6B | $9.0B |
负债/权益比BAHPKG
| Q1 26 | — | — | ||
| Q4 25 | 3.84× | 0.87× | ||
| Q3 25 | 3.98× | 0.84× | ||
| Q2 25 | 3.74× | — | ||
| Q1 25 | 3.99× | — | ||
| Q4 24 | 2.79× | 0.57× | ||
| Q3 24 | 2.83× | 0.58× | ||
| 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BAHPKG
| Q1 26 | — | — | ||
| Q4 25 | $261.0M | $446.6M | ||
| Q3 25 | $421.0M | $472.2M | ||
| Q2 25 | $119.0M | $299.6M | ||
| Q1 25 | $219.0M | $339.1M | ||
| Q4 24 | $150.8M | $325.4M | ||
| Q3 24 | $587.1M | $327.1M | ||
| Q2 24 | $52.1M | $278.3M |
自由现金流BAHPKG
| Q1 26 | — | — | ||
| Q4 25 | $248.0M | $127.6M | ||
| Q3 25 | $395.0M | $280.1M | ||
| Q2 25 | $96.0M | $129.9M | ||
| Q1 25 | $194.4M | $191.0M | ||
| Q4 24 | $133.6M | $124.1M | ||
| Q3 24 | $563.3M | $180.4M | ||
| Q2 24 | $19.7M | $33.3M |
自由现金流率BAHPKG
| Q1 26 | — | — | ||
| Q4 25 | 9.5% | 5.4% | ||
| Q3 25 | 13.7% | 12.1% | ||
| Q2 25 | 3.3% | 6.0% | ||
| Q1 25 | 6.5% | 8.9% | ||
| Q4 24 | 4.6% | 5.8% | ||
| Q3 24 | 17.9% | 8.3% | ||
| Q2 24 | 0.7% | 1.6% |
资本支出强度BAHPKG
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 13.5% | ||
| Q3 25 | 0.9% | 8.3% | ||
| Q2 25 | 0.8% | 7.8% | ||
| Q1 25 | 0.8% | 6.9% | ||
| Q4 24 | 0.6% | 9.4% | ||
| Q3 24 | 0.8% | 6.7% | ||
| Q2 24 | 1.1% | 11.8% |
现金转化率BAHPKG
| Q1 26 | — | — | ||
| Q4 25 | 1.30× | 4.38× | ||
| Q3 25 | 2.41× | 2.08× | ||
| Q2 25 | 0.44× | 1.24× | ||
| Q1 25 | 1.14× | 1.66× | ||
| Q4 24 | 0.81× | 1.47× | ||
| Q3 24 | 1.50× | 1.37× | ||
| Q2 24 | 0.32× | 1.40× |
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% |
PKG
暂无分部数据
