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美国艺电(EA)与Fidelity National Information Services(FIS)财务数据对比。点击上方公司名可切换其他公司
Fidelity National Information Services的季度营收约是美国艺电的1.5倍($2.8B vs $1.9B),Fidelity National Information Services净利率更高(18.2% vs 4.6%,领先13.5%),Fidelity National Information Services同比增速更快(8.1% vs 1.0%),过去两年Fidelity National Information Services的营收复合增速更高(6.8% vs 3.4%)
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。
FIS是总部位于美国的跨国企业,深耕金融科技领域,提供多元金融产品及服务。该公司每年处理约750亿笔交易,支撑约9万亿美元的资金流转,为全球超过2万家客户提供服务。
EA vs FIS — 直观对比
营收规模更大
FIS
是对方的1.5倍
$1.9B
营收增速更快
FIS
高出7.2%
1.0%
净利率更高
FIS
高出13.5%
4.6%
两年增速更快
FIS
近两年复合增速
3.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.9B | $2.8B |
| 净利润 | $88.0M | $511.0M |
| 毛利率 | 73.8% | 38.3% |
| 营业利润率 | 6.7% | 18.8% |
| 净利率 | 4.6% | 18.2% |
| 营收同比 | 1.0% | 8.1% |
| 净利润同比 | -70.0% | 97.3% |
| 每股收益(稀释后) | $0.35 | $0.98 |
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
EA
FIS
| Q4 25 | $1.9B | $2.8B | ||
| Q3 25 | $1.8B | $2.7B | ||
| Q2 25 | $1.7B | $2.6B | ||
| Q1 25 | $1.9B | $2.5B | ||
| Q4 24 | $1.9B | $2.6B | ||
| Q3 24 | $2.0B | $2.6B | ||
| Q2 24 | $1.7B | $2.5B | ||
| Q1 24 | $1.8B | $2.5B |
净利润
EA
FIS
| Q4 25 | $88.0M | $511.0M | ||
| Q3 25 | $137.0M | $264.0M | ||
| Q2 25 | $201.0M | $-470.0M | ||
| Q1 25 | $254.0M | $77.0M | ||
| Q4 24 | $293.0M | $259.0M | ||
| Q3 24 | $294.0M | $224.0M | ||
| Q2 24 | $280.0M | $243.0M | ||
| Q1 24 | $182.0M | $724.0M |
毛利率
EA
FIS
| Q4 25 | 73.8% | 38.3% | ||
| Q3 25 | 75.9% | 37.8% | ||
| Q2 25 | 83.3% | 36.4% | ||
| Q1 25 | 80.6% | 34.7% | ||
| Q4 24 | 75.8% | 36.9% | ||
| Q3 24 | 77.5% | 38.0% | ||
| Q2 24 | 84.2% | 38.2% | ||
| Q1 24 | 79.9% | 37.1% |
营业利润率
EA
FIS
| Q4 25 | 6.7% | 18.8% | ||
| Q3 25 | 10.9% | 16.8% | ||
| Q2 25 | 16.2% | 15.6% | ||
| Q1 25 | 20.8% | 13.7% | ||
| Q4 24 | 20.0% | 18.5% | ||
| Q3 24 | 19.0% | 19.1% | ||
| Q2 24 | 21.9% | 15.2% | ||
| Q1 24 | 13.2% | 14.6% |
净利率
EA
FIS
| Q4 25 | 4.6% | 18.2% | ||
| Q3 25 | 7.4% | 9.7% | ||
| Q2 25 | 12.0% | -18.0% | ||
| Q1 25 | 13.4% | 3.0% | ||
| Q4 24 | 15.6% | 10.0% | ||
| Q3 24 | 14.5% | 8.7% | ||
| Q2 24 | 16.9% | 9.8% | ||
| Q1 24 | 10.2% | 29.3% |
每股收益(稀释后)
EA
FIS
| Q4 25 | $0.35 | $0.98 | ||
| Q3 25 | $0.54 | $0.50 | ||
| Q2 25 | $0.79 | $-0.90 | ||
| Q1 25 | $0.99 | $0.15 | ||
| Q4 24 | $1.11 | $0.51 | ||
| Q3 24 | $1.11 | $0.41 | ||
| Q2 24 | $1.04 | $0.44 | ||
| Q1 24 | $0.67 | $1.25 |
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 | $2.8B | $599.0M |
| 总债务越低越好 | — | $9.1B |
| 股东权益账面价值 | $6.2B | $13.9B |
| 总资产 | $13.3B | $33.5B |
| 负债/权益比越低杠杆越低 | — | 0.65× |
8季度趋势,按日历期对齐
现金及短期投资
EA
FIS
| Q4 25 | $2.8B | $599.0M | ||
| Q3 25 | $1.1B | $571.0M | ||
| Q2 25 | $1.5B | $581.0M | ||
| Q1 25 | $2.1B | $805.0M | ||
| Q4 24 | $2.8B | $834.0M | ||
| Q3 24 | $2.2B | $1.3B | ||
| Q2 24 | $2.4B | $2.1B | ||
| Q1 24 | $2.9B | $3.3B |
总债务
EA
FIS
| Q4 25 | — | $9.1B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.9B | ||
| Q1 25 | — | $8.7B | ||
| Q4 24 | — | $9.7B | ||
| Q3 24 | — | $10.5B | ||
| Q2 24 | — | $10.6B | ||
| Q1 24 | — | $10.6B |
股东权益
EA
FIS
| Q4 25 | $6.2B | $13.9B | ||
| Q3 25 | $6.0B | $13.9B | ||
| Q2 25 | $6.1B | $14.2B | ||
| Q1 25 | $6.4B | $15.1B | ||
| Q4 24 | $7.4B | $15.7B | ||
| Q3 24 | $7.4B | $16.6B | ||
| Q2 24 | $7.4B | $17.0B | ||
| Q1 24 | $7.5B | $18.0B |
总资产
EA
FIS
| Q4 25 | $13.3B | $33.5B | ||
| Q3 25 | $11.9B | $33.0B | ||
| Q2 25 | $11.7B | $33.4B | ||
| Q1 25 | $12.4B | $32.8B | ||
| Q4 24 | $13.5B | $33.8B | ||
| Q3 24 | $13.1B | $34.3B | ||
| Q2 24 | $12.7B | $34.6B | ||
| Q1 24 | $13.4B | $35.9B |
负债/权益比
EA
FIS
| Q4 25 | — | 0.65× | ||
| Q3 25 | — | 0.64× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.57× | ||
| Q4 24 | — | 0.62× | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | — | 0.62× | ||
| Q1 24 | — | 0.59× |
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 | $1.8B | $758.0M |
| 自由现金流经营现金流 - 资本支出 | — | $739.0M |
| 自由现金流率自由现金流/营收 | — | 26.3% |
| 资本支出强度资本支出/营收 | — | 0.7% |
| 现金转化率经营现金流/净利润 | 20.75× | 1.48× |
| 过去12个月自由现金流最近4个季度 | — | $2.5B |
8季度趋势,按日历期对齐
经营现金流
EA
FIS
| Q4 25 | $1.8B | $758.0M | ||
| Q3 25 | $130.0M | $1.0B | ||
| Q2 25 | $17.0M | $382.0M | ||
| Q1 25 | $549.0M | $457.0M | ||
| Q4 24 | $1.2B | $782.0M | ||
| Q3 24 | $234.0M | $641.0M | ||
| Q2 24 | $120.0M | $546.0M | ||
| Q1 24 | $580.0M | $206.0M |
自由现金流
EA
FIS
| Q4 25 | — | $739.0M | ||
| Q3 25 | — | $952.0M | ||
| Q2 25 | — | $343.0M | ||
| Q1 25 | — | $420.0M | ||
| Q4 24 | — | $764.0M | ||
| Q3 24 | — | $605.0M | ||
| Q2 24 | — | $530.0M | ||
| Q1 24 | — | $179.0M |
自由现金流率
EA
FIS
| Q4 25 | — | 26.3% | ||
| Q3 25 | — | 35.0% | ||
| Q2 25 | — | 13.1% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | — | 29.4% | ||
| Q3 24 | — | 23.5% | ||
| Q2 24 | — | 21.3% | ||
| Q1 24 | — | 7.3% |
资本支出强度
EA
FIS
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 0.6% | ||
| Q1 24 | — | 1.1% |
现金转化率
EA
FIS
| Q4 25 | 20.75× | 1.48× | ||
| Q3 25 | 0.95× | 3.83× | ||
| Q2 25 | 0.08× | — | ||
| Q1 25 | 2.16× | 5.94× | ||
| Q4 24 | 4.01× | 3.02× | ||
| Q3 24 | 0.80× | 2.86× | ||
| Q2 24 | 0.43× | 2.25× | ||
| Q1 24 | 3.19× | 0.28× |
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
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% |
FIS
| Banking Solutions | $1.6B | 57% |
| Other | $701.0M | 25% |
| Capital Market Solutions | $508.0M | 18% |