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DELUXE CORP（DLX）与美国艺电（EA）财务数据对比。点击上方公司名可切换其他公司
美国艺电的季度营收约是DELUXE CORP的3.6倍（$1.9B vs $535.2M）。美国艺电净利率更高（4.6% vs 2.2%，领先2.4%）。DELUXE CORP同比增速更快（2.8% vs 1.0%）。过去两年美国艺电的营收复合增速更高（3.4% vs 0.0%）
德朗士公司是一家美国企业，提供支付处理、数据服务、票据与促销产品以及商户服务，业务分为B2B支付、数据、印刷和商户服务四大板块。截至2025年，公司为数百万中小企业和数千家金融机构提供服务，每年处理支付交易总额超2.8万亿美元，虽传统核心业务为票据印刷等印刷产品，如今支付与数据服务已成为核心板块。
美国艺电（EA）是总部位于美国加利福尼亚州雷德伍德城的电子游戏企业，1982年5月由前苹果员工特里普·霍金斯创立。作为早期家用电脑游戏行业的先驱，公司将旗下游戏设计师与程序员称作“软件艺术家”，是全球知名的游戏厂商。
DLX vs EA — 直观对比
营收规模更大
EA
是对方的3.6倍
$535.2M
营收增速更快
DLX
高出1.9%
1.0%
净利率更高
EA
高出2.4%
2.2%
两年增速更快
EA
近两年复合增速
0.0%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $535.2M | $1.9B |
| 净利润 | $12.0M | $88.0M |
| 毛利率 | 52.2% | 73.8% |
| 营业利润率 | 8.9% | 6.7% |
| 净利率 | 2.2% | 4.6% |
| 营收同比 | 2.8% | 1.0% |
| 净利润同比 | -5.0% | -70.0% |
| 每股收益（稀释后） | $0.25 | $0.35 |
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DLXEA
| Q4 25 | $535.2M | $1.9B | ||
| Q3 25 | $540.2M | $1.8B | ||
| Q2 25 | $521.3M | $1.7B | ||
| Q1 25 | $536.5M | $1.9B | ||
| Q4 24 | $520.6M | $1.9B | ||
| Q3 24 | $528.4M | $2.0B | ||
| Q2 24 | $537.8M | $1.7B | ||
| Q1 24 | $535.0M | $1.8B |
净利润DLXEA
| Q4 25 | $12.0M | $88.0M | ||
| Q3 25 | $33.7M | $137.0M | ||
| Q2 25 | $22.4M | $201.0M | ||
| Q1 25 | $14.0M | $254.0M | ||
| Q4 24 | $12.6M | $293.0M | ||
| Q3 24 | $8.9M | $294.0M | ||
| Q2 24 | $20.5M | $280.0M | ||
| Q1 24 | $10.8M | $182.0M |
毛利率DLXEA
| Q4 25 | 52.2% | 73.8% | ||
| Q3 25 | 53.9% | 75.9% | ||
| Q2 25 | 53.6% | 83.3% | ||
| Q1 25 | 52.4% | 80.6% | ||
| Q4 24 | 52.3% | 75.8% | ||
| Q3 24 | 53.3% | 77.5% | ||
| Q2 24 | 53.7% | 84.2% | ||
| Q1 24 | 53.0% | 79.9% |
营业利润率DLXEA
| Q4 25 | 8.9% | 6.7% | ||
| Q3 25 | 14.0% | 10.9% | ||
| Q2 25 | 11.7% | 16.2% | ||
| Q1 25 | 9.0% | 20.8% | ||
| Q4 24 | 9.0% | 20.0% | ||
| Q3 24 | 7.9% | 19.0% | ||
| Q2 24 | 11.0% | 21.9% | ||
| Q1 24 | 8.3% | 13.2% |
净利率DLXEA
| Q4 25 | 2.2% | 4.6% | ||
| Q3 25 | 6.2% | 7.4% | ||
| Q2 25 | 4.3% | 12.0% | ||
| Q1 25 | 2.6% | 13.4% | ||
| Q4 24 | 2.4% | 15.6% | ||
| Q3 24 | 1.7% | 14.5% | ||
| Q2 24 | 3.8% | 16.9% | ||
| Q1 24 | 2.0% | 10.2% |
每股收益（稀释后）DLXEA
| Q4 25 | $0.25 | $0.35 | ||
| Q3 25 | $0.74 | $0.54 | ||
| Q2 25 | $0.50 | $0.79 | ||
| Q1 25 | $0.31 | $0.99 | ||
| Q4 24 | $0.28 | $1.11 | ||
| Q3 24 | $0.20 | $1.11 | ||
| Q2 24 | $0.46 | $1.04 | ||
| Q1 24 | $0.24 | $0.67 |
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 | $36.9M | $2.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $680.7M | $6.2B |
| 总资产 | $2.9B | $13.3B |
| 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DLXEA
| Q4 25 | $36.9M | $2.8B | ||
| Q3 25 | $25.8M | $1.1B | ||
| Q2 25 | $26.0M | $1.5B | ||
| Q1 25 | $30.3M | $2.1B | ||
| Q4 24 | $34.4M | $2.8B | ||
| Q3 24 | $41.3M | $2.2B | ||
| Q2 24 | $23.1M | $2.4B | ||
| Q1 24 | $23.5M | $2.9B |
股东权益DLXEA
| Q4 25 | $680.7M | $6.2B | ||
| Q3 25 | $664.1M | $6.0B | ||
| Q2 25 | $638.7M | $6.1B | ||
| Q1 25 | $622.5M | $6.4B | ||
| Q4 24 | $620.9M | $7.4B | ||
| Q3 24 | $612.7M | $7.4B | ||
| Q2 24 | $620.5M | $7.4B | ||
| Q1 24 | $608.4M | $7.5B |
总资产DLXEA
| Q4 25 | $2.9B | $13.3B | ||
| Q3 25 | $2.6B | $11.9B | ||
| Q2 25 | $2.5B | $11.7B | ||
| Q1 25 | $2.6B | $12.4B | ||
| Q4 24 | $2.8B | $13.5B | ||
| Q3 24 | $2.6B | $13.1B | ||
| Q2 24 | $2.7B | $12.7B | ||
| Q1 24 | $2.7B | $13.4B |
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 | $102.1M | $1.8B |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 8.53× | 20.75× |
| 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DLXEA
| Q4 25 | $102.1M | $1.8B | ||
| Q3 25 | $67.1M | $130.0M | ||
| Q2 25 | $51.1M | $17.0M | ||
| Q1 25 | $50.3M | $549.0M | ||
| Q4 24 | $60.2M | $1.2B | ||
| Q3 24 | $67.9M | $234.0M | ||
| Q2 24 | $39.6M | $120.0M | ||
| Q1 24 | $26.6M | $580.0M |
自由现金流DLXEA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $27.8M | — | ||
| Q1 25 | $24.3M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $46.7M | — | ||
| Q2 24 | $11.4M | — | ||
| Q1 24 | $6.1M | — |
自由现金流率DLXEA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 4.5% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 8.8% | — | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | 1.1% | — |
资本支出强度DLXEA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 4.5% | — | ||
| Q1 25 | 4.8% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 5.2% | — | ||
| Q1 24 | 3.8% | — |
现金转化率DLXEA
| Q4 25 | 8.53× | 20.75× | ||
| Q3 25 | 1.99× | 0.95× | ||
| Q2 25 | 2.28× | 0.08× | ||
| Q1 25 | 3.59× | 2.16× | ||
| Q4 24 | 4.77× | 4.01× | ||
| Q3 24 | 7.60× | 0.80× | ||
| Q2 24 | 1.94× | 0.43× | ||
| Q1 24 | 2.46× | 3.19× |
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
DLX
| Services | $247.9M | 46% |
| B2B Payments | $76.3M | 14% |
| Datadrivenmarketingsolutions | $68.5M | 13% |
| Promotional Solutions Revenue | $60.9M | 11% |
| Treasurymanagementsolutions | $59.8M | 11% |
| Other | $17.3M | 3% |
| Other Web Based Solutions | $4.6M | 1% |
EA
| Live Services And Other Net Revenue | $1.3B | 67% |
| PC And Other Net Revenue | $465.0M | 24% |
| Packaged Goods Net Revenue | $86.0M | 5% |
| Other | $56.0M | 3% |
| Estimated Service Offering Period | $25.0M | 1% |
