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美国艺电（EA）与国际香精香料（IFF）财务数据对比。点击上方公司名可切换其他公司
国际香精香料的季度营收约是美国艺电的1.4倍（$2.6B vs $1.9B），美国艺电净利率更高（4.6% vs 0.2%，领先4.4%），美国艺电同比增速更快（1.0% vs -6.6%），过去两年美国艺电的营收复合增速更高（3.4% vs -5.5%）
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。
国际香精香料（IFF）是美国知名企业，业务覆盖风味、质感、香氛、营养、酶制剂、菌种、大豆蛋白、益生菌等多品类产品研发，产品行销全球。公司总部位于纽约，在44个国家设有创意、销售及生产基地，是标普500指数成分股企业。
EA vs IFF — 直观对比
营收规模更大
IFF
是对方的1.4倍
$1.9B
营收增速更快
EA
高出7.5%
-6.6%
净利率更高
EA
高出4.4%
0.2%
两年增速更快
EA
近两年复合增速
-5.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $2.6B |
| 净利润 | $88.0M | $5.0M |
| 毛利率 | 73.8% | 34.4% |
| 营业利润率 | 6.7% | 3.7% |
| 净利率 | 4.6% | 0.2% |
| 营收同比 | 1.0% | -6.6% |
| 净利润同比 | -70.0% | 110.9% |
| 每股收益（稀释后） | $0.35 | $0.03 |
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EAIFF
| Q4 25 | $1.9B | $2.6B | ||
| Q3 25 | $1.8B | $2.7B | ||
| Q2 25 | $1.7B | $2.8B | ||
| Q1 25 | $1.9B | $2.8B | ||
| Q4 24 | $1.9B | $2.8B | ||
| Q3 24 | $2.0B | $2.9B | ||
| Q2 24 | $1.7B | $2.9B | ||
| Q1 24 | $1.8B | $2.9B |
净利润EAIFF
| Q4 25 | $88.0M | $5.0M | ||
| Q3 25 | $137.0M | $40.0M | ||
| Q2 25 | $201.0M | $612.0M | ||
| Q1 25 | $254.0M | $-1.0B | ||
| Q4 24 | $293.0M | $-46.0M | ||
| Q3 24 | $294.0M | $59.0M | ||
| Q2 24 | $280.0M | $170.0M | ||
| Q1 24 | $182.0M | $60.0M |
毛利率EAIFF
| Q4 25 | 73.8% | 34.4% | ||
| Q3 25 | 75.9% | 36.5% | ||
| Q2 25 | 83.3% | 37.3% | ||
| Q1 25 | 80.6% | 36.4% | ||
| Q4 24 | 75.8% | 35.4% | ||
| Q3 24 | 77.5% | 36.0% | ||
| Q2 24 | 84.2% | 37.0% | ||
| Q1 24 | 79.9% | 35.3% |
营业利润率EAIFF
| Q4 25 | 6.7% | 3.7% | ||
| Q3 25 | 10.9% | 8.4% | ||
| Q2 25 | 16.2% | 7.2% | ||
| Q1 25 | 20.8% | -31.8% | ||
| Q4 24 | 20.0% | 4.6% | ||
| Q3 24 | 19.0% | 8.5% | ||
| Q2 24 | 21.9% | 6.6% | ||
| Q1 24 | 13.2% | 6.9% |
净利率EAIFF
| Q4 25 | 4.6% | 0.2% | ||
| Q3 25 | 7.4% | 1.5% | ||
| Q2 25 | 12.0% | 22.1% | ||
| Q1 25 | 13.4% | -35.8% | ||
| Q4 24 | 15.6% | -1.7% | ||
| Q3 24 | 14.5% | 2.0% | ||
| Q2 24 | 16.9% | 5.9% | ||
| Q1 24 | 10.2% | 2.1% |
每股收益（稀释后）EAIFF
| Q4 25 | $0.35 | $0.03 | ||
| Q3 25 | $0.54 | $0.16 | ||
| Q2 25 | $0.79 | $2.38 | ||
| Q1 25 | $0.99 | $-3.98 | ||
| Q4 24 | $1.11 | $-0.17 | ||
| Q3 24 | $1.11 | $0.23 | ||
| Q2 24 | $1.04 | $0.66 | ||
| Q1 24 | $0.67 | $0.23 |
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 | $590.0M |
| 总债务越低越好 | — | $5.6B |
| 股东权益账面价值 | $6.2B | $14.2B |
| 总资产 | $13.3B | $25.5B |
| 负债/权益比越低杠杆越低 | — | 0.40× |
8季度趋势，按日历期对齐
现金及短期投资EAIFF
| Q4 25 | $2.8B | $590.0M | ||
| Q3 25 | $1.1B | $621.0M | ||
| Q2 25 | $1.5B | $816.0M | ||
| Q1 25 | $2.1B | $613.0M | ||
| Q4 24 | $2.8B | $469.0M | ||
| Q3 24 | $2.2B | $567.0M | ||
| Q2 24 | $2.4B | $671.0M | ||
| Q1 24 | $2.9B | $732.0M |
总债务EAIFF
| Q4 25 | — | $5.6B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $8.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益EAIFF
| Q4 25 | $6.2B | $14.2B | ||
| Q3 25 | $6.0B | $14.2B | ||
| Q2 25 | $6.1B | $14.4B | ||
| Q1 25 | $6.4B | $13.2B | ||
| Q4 24 | $7.4B | $13.9B | ||
| Q3 24 | $7.4B | $14.8B | ||
| Q2 24 | $7.4B | $14.3B | ||
| Q1 24 | $7.5B | $14.3B |
总资产EAIFF
| Q4 25 | $13.3B | $25.5B | ||
| Q3 25 | $11.9B | $25.8B | ||
| Q2 25 | $11.7B | $26.1B | ||
| Q1 25 | $12.4B | $28.3B | ||
| Q4 24 | $13.5B | $28.7B | ||
| Q3 24 | $13.1B | $29.9B | ||
| Q2 24 | $12.7B | $29.5B | ||
| Q1 24 | $13.4B | $30.6B |
负债/权益比EAIFF
| Q4 25 | — | 0.40× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.64× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $318.0M |
| 自由现金流经营现金流 - 资本支出 | — | $130.0M |
| 自由现金流率自由现金流/营收 | — | 5.0% |
| 资本支出强度资本支出/营收 | — | 7.3% |
| 现金转化率经营现金流/净利润 | 20.75× | 63.60× |
| 过去12个月自由现金流最近4个季度 | — | $256.0M |
8季度趋势，按日历期对齐
经营现金流EAIFF
| Q4 25 | $1.8B | $318.0M | ||
| Q3 25 | $130.0M | $164.0M | ||
| Q2 25 | $17.0M | $241.0M | ||
| Q1 25 | $549.0M | $127.0M | ||
| Q4 24 | $1.2B | $368.0M | ||
| Q3 24 | $234.0M | $366.0M | ||
| Q2 24 | $120.0M | $237.0M | ||
| Q1 24 | $580.0M | $99.0M |
自由现金流EAIFF
| Q4 25 | — | $130.0M | ||
| Q3 25 | — | $32.0M | ||
| Q2 25 | — | $146.0M | ||
| Q1 25 | — | $-52.0M | ||
| Q4 24 | — | $208.0M | ||
| Q3 24 | — | $263.0M | ||
| Q2 24 | — | $155.0M | ||
| Q1 24 | — | $-19.0M |
自由现金流率EAIFF
| Q4 25 | — | 5.0% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | -1.8% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | — | 9.0% | ||
| Q2 24 | — | 5.4% | ||
| Q1 24 | — | -0.7% |
资本支出强度EAIFF
| Q4 25 | — | 7.3% | ||
| Q3 25 | — | 4.9% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 6.3% | ||
| Q4 24 | — | 5.8% | ||
| Q3 24 | — | 3.5% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | 4.1% |
现金转化率EAIFF
| Q4 25 | 20.75× | 63.60× | ||
| Q3 25 | 0.95× | 4.10× | ||
| Q2 25 | 0.08× | 0.39× | ||
| Q1 25 | 2.16× | — | ||
| Q4 24 | 4.01× | — | ||
| Q3 24 | 0.80× | 6.20× | ||
| Q2 24 | 0.43× | 1.39× | ||
| Q1 24 | 3.19× | 1.65× |
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% |
IFF
| Food Ingredients | $802.0M | 31% |
| Scent | $610.0M | 24% |
| Other | $589.0M | 23% |
| Taste | $588.0M | 23% |
