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AMDOCS LTD(DOX)与维蒙特工业(VMI)财务数据对比。点击上方公司名可切换其他公司
AMDOCS LTD的季度营收约是维蒙特工业的1.2倍($1.3B vs $1.0B),AMDOCS LTD净利率更高(11.2% vs 10.5%,领先0.7%),维蒙特工业同比增速更快(6.2% vs 1.1%),过去两年AMDOCS LTD的营收复合增速更高(4.5% vs -0.5%)
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。
维蒙特工业是美国大型上市制造企业,核心产品包括Valley品牌中心支轴及线性灌溉设备、风电机组支撑结构、照明与交通信号灯杆、钢制公用设施杆塔,在全球农业设备及基建配套领域拥有领先的市场地位和技术优势。
DOX vs VMI — 直观对比
营收规模更大
DOX
是对方的1.2倍
$1.0B
营收增速更快
VMI
高出5.1%
1.1%
净利率更高
DOX
高出0.7%
10.5%
两年增速更快
DOX
近两年复合增速
-0.5%
损益表 — Q3 FY2024 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $1.0B |
| 净利润 | $140.3M | $108.0M |
| 毛利率 | — | 30.8% |
| 营业利润率 | 14.1% | 15.1% |
| 净利率 | 11.2% | 10.5% |
| 营收同比 | 1.1% | 6.2% |
| 净利润同比 | -12.0% | 23.8% |
| 每股收益(稀释后) | $1.21 | $5.51 |
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
DOX
VMI
| Q1 26 | — | $1.0B | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $969.3M | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $1.3B | $1.0B |
净利润
DOX
VMI
| Q1 26 | — | $108.0M | ||
| Q4 25 | — | $168.0M | ||
| Q3 25 | — | $99.0M | ||
| Q2 25 | — | $-4.0M | ||
| Q1 25 | — | $87.3M | ||
| Q4 24 | — | $77.7M | ||
| Q3 24 | — | $83.1M | ||
| Q2 24 | $140.3M | $99.7M |
毛利率
DOX
VMI
| Q1 26 | — | 30.8% | ||
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 30.4% | ||
| Q2 25 | — | 30.6% | ||
| Q1 25 | — | 30.0% | ||
| Q4 24 | — | 30.2% | ||
| Q3 24 | — | 29.6% | ||
| Q2 24 | — | 30.8% |
营业利润率
DOX
VMI
| Q1 26 | — | 15.1% | ||
| Q4 25 | — | 11.2% | ||
| Q3 25 | — | 13.5% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 13.2% | ||
| Q4 24 | — | 11.6% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | 14.1% | 14.2% |
净利率
DOX
VMI
| Q1 26 | — | 10.5% | ||
| Q4 25 | — | 16.2% | ||
| Q3 25 | — | 9.5% | ||
| Q2 25 | — | -0.4% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | 11.2% | 9.6% |
每股收益(稀释后)
DOX
VMI
| Q1 26 | — | $5.51 | ||
| Q4 25 | — | $9.02 | ||
| Q3 25 | — | $4.98 | ||
| Q2 25 | — | $-1.53 | ||
| Q1 25 | — | $4.32 | ||
| Q4 24 | — | $3.85 | ||
| Q3 24 | — | $4.11 | ||
| Q2 24 | $1.21 | $4.91 |
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 | — | $160.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.7B |
| 总资产 | — | $3.4B |
| 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
DOX
VMI
| Q1 26 | — | $160.2M | ||
| Q4 25 | — | $187.1M | ||
| Q3 25 | — | $226.1M | ||
| Q2 25 | — | $208.5M | ||
| Q1 25 | — | $184.4M | ||
| Q4 24 | — | $164.3M | ||
| Q3 24 | — | $200.5M | ||
| Q2 24 | — | $163.1M |
总债务
DOX
VMI
| Q1 26 | — | — | ||
| Q4 25 | — | $795.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
DOX
VMI
| Q1 26 | — | $1.7B | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B |
总资产
DOX
VMI
| Q1 26 | — | $3.4B | ||
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | — | $3.3B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $3.5B | ||
| Q2 24 | — | $3.5B |
负债/权益比
DOX
VMI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
DOX
暂无分部数据
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |