vs
美国艺电（EA）与Match Group（MTCH）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Match Group的2.2倍（$1.9B vs $878.0M）。Match Group净利率更高（23.9% vs 4.6%，领先19.2%）。Match Group同比增速更快（2.1% vs 1.0%）。过去两年美国艺电的营收复合增速更高（3.4% vs 1.1%）
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。
美国互联网科技企业Match Group总部位于得克萨斯州达拉斯，旗下拥有全球规模最大的在线约会服务品牌矩阵，运营Tinder、Hinge、Plenty of Fish等多款全球知名约会产品。2020年7月公司从IAC分拆为独立上市公司，截至2019年全球付费订阅用户达930万，其中近半数来自北美地区。
EA vs MTCH — 直观对比
营收规模更大
EA
是对方的2.2倍
$878.0M
营收增速更快
MTCH
高出1.1%
1.0%
净利率更高
MTCH
高出19.2%
4.6%
两年增速更快
EA
近两年复合增速
1.1%
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $878.0M |
| 净利润 | $88.0M | $209.7M |
| 毛利率 | 73.8% | 74.7% |
| 营业利润率 | 6.7% | 32.4% |
| 净利率 | 4.6% | 23.9% |
| 营收同比 | 1.0% | 2.1% |
| 净利润同比 | -70.0% | 32.5% |
| 每股收益（稀释后） | $0.35 | $0.83 |
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EAMTCH
| Q4 25 | $1.9B | $878.0M | ||
| Q3 25 | $1.8B | $914.3M | ||
| Q2 25 | $1.7B | $863.7M | ||
| Q1 25 | $1.9B | $831.2M | ||
| Q4 24 | $1.9B | $860.2M | ||
| Q3 24 | $2.0B | $895.5M | ||
| Q2 24 | $1.7B | $864.1M | ||
| Q1 24 | $1.8B | $859.6M |
净利润EAMTCH
| Q4 25 | $88.0M | $209.7M | ||
| Q3 25 | $137.0M | $160.8M | ||
| Q2 25 | $201.0M | $125.5M | ||
| Q1 25 | $254.0M | $117.6M | ||
| Q4 24 | $293.0M | $158.3M | ||
| Q3 24 | $294.0M | $136.5M | ||
| Q2 24 | $280.0M | $133.3M | ||
| Q1 24 | $182.0M | $123.2M |
毛利率EAMTCH
| Q4 25 | 73.8% | 74.7% | ||
| Q3 25 | 75.9% | 73.0% | ||
| Q2 25 | 83.3% | 72.0% | ||
| Q1 25 | 80.6% | 71.5% | ||
| Q4 24 | 75.8% | 72.5% | ||
| Q3 24 | 77.5% | 71.7% | ||
| Q2 24 | 84.2% | 71.6% | ||
| Q1 24 | 79.9% | 70.1% |
营业利润率EAMTCH
| Q4 25 | 6.7% | 32.4% | ||
| Q3 25 | 10.9% | 24.2% | ||
| Q2 25 | 16.2% | 22.5% | ||
| Q1 25 | 20.8% | 20.8% | ||
| Q4 24 | 20.0% | 26.0% | ||
| Q3 24 | 19.0% | 23.5% | ||
| Q2 24 | 21.9% | 23.7% | ||
| Q1 24 | 13.2% | 21.5% |
净利率EAMTCH
| Q4 25 | 4.6% | 23.9% | ||
| Q3 25 | 7.4% | 17.6% | ||
| Q2 25 | 12.0% | 14.5% | ||
| Q1 25 | 13.4% | 14.1% | ||
| Q4 24 | 15.6% | 18.4% | ||
| Q3 24 | 14.5% | 15.2% | ||
| Q2 24 | 16.9% | 15.4% | ||
| Q1 24 | 10.2% | 14.3% |
每股收益（稀释后）EAMTCH
| Q4 25 | $0.35 | $0.83 | ||
| Q3 25 | $0.54 | $0.62 | ||
| Q2 25 | $0.79 | $0.49 | ||
| Q1 25 | $0.99 | $0.44 | ||
| Q4 24 | $1.11 | $0.59 | ||
| Q3 24 | $1.11 | $0.51 | ||
| Q2 24 | $1.04 | $0.48 | ||
| Q1 24 | $0.67 | $0.44 |
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 | $1.0B |
| 总债务越低越好 | — | $3.5B |
| 股东权益账面价值 | $6.2B | $-253.5M |
| 总资产 | $13.3B | $4.5B |
| 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EAMTCH
| Q4 25 | $2.8B | $1.0B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.5B | $340.4M | ||
| Q1 25 | $2.1B | $414.2M | ||
| Q4 24 | $2.8B | $970.7M | ||
| Q3 24 | $2.2B | $860.9M | ||
| Q2 24 | $2.4B | $843.6M | ||
| Q1 24 | $2.9B | $920.9M |
总债务EAMTCH
| Q4 25 | — | $3.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $3.8B | ||
| Q2 24 | — | $3.8B | ||
| Q1 24 | — | $3.8B |
股东权益EAMTCH
| Q4 25 | $6.2B | $-253.5M | ||
| Q3 25 | $6.0B | $-223.9M | ||
| Q2 25 | $6.1B | $-230.9M | ||
| Q1 25 | $6.4B | $-182.7M | ||
| Q4 24 | $7.4B | $-63.7M | ||
| Q3 24 | $7.4B | $-88.5M | ||
| Q2 24 | $7.4B | $-130.2M | ||
| Q1 24 | $7.5B | $-107.8M |
总资产EAMTCH
| Q4 25 | $13.3B | $4.5B | ||
| Q3 25 | $11.9B | $4.5B | ||
| Q2 25 | $11.7B | $3.9B | ||
| Q1 25 | $12.4B | $3.9B | ||
| Q4 24 | $13.5B | $4.5B | ||
| Q3 24 | $13.1B | $4.4B | ||
| Q2 24 | $12.7B | $4.4B | ||
| Q1 24 | $13.4B | $4.4B |
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 | $1.8B | $322.8M |
| 自由现金流经营现金流 - 资本支出 | — | $308.1M |
| 自由现金流率自由现金流/营收 | — | 35.1% |
| 资本支出强度资本支出/营收 | — | 1.7% |
| 现金转化率经营现金流/净利润 | 20.75× | 1.54× |
| 过去12个月自由现金流最近4个季度 | — | $1.0B |
8季度趋势，按日历期对齐
经营现金流EAMTCH
| Q4 25 | $1.8B | $322.8M | ||
| Q3 25 | $130.0M | $320.6M | ||
| Q2 25 | $17.0M | $243.8M | ||
| Q1 25 | $549.0M | $193.1M | ||
| Q4 24 | $1.2B | $254.7M | ||
| Q3 24 | $234.0M | $264.9M | ||
| Q2 24 | $120.0M | $129.0M | ||
| Q1 24 | $580.0M | $284.1M |
自由现金流EAMTCH
| Q4 25 | — | $308.1M | ||
| Q3 25 | — | $306.8M | ||
| Q2 25 | — | $231.0M | ||
| Q1 25 | — | $177.7M | ||
| Q4 24 | — | $247.1M | ||
| Q3 24 | — | $251.8M | ||
| Q2 24 | — | $116.3M | ||
| Q1 24 | — | $266.9M |
自由现金流率EAMTCH
| Q4 25 | — | 35.1% | ||
| Q3 25 | — | 33.6% | ||
| Q2 25 | — | 26.7% | ||
| Q1 25 | — | 21.4% | ||
| Q4 24 | — | 28.7% | ||
| Q3 24 | — | 28.1% | ||
| Q2 24 | — | 13.5% | ||
| Q1 24 | — | 31.0% |
资本支出强度EAMTCH
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.5% | ||
| Q1 24 | — | 2.0% |
现金转化率EAMTCH
| Q4 25 | 20.75× | 1.54× | ||
| Q3 25 | 0.95× | 1.99× | ||
| Q2 25 | 0.08× | 1.94× | ||
| Q1 25 | 2.16× | 1.64× | ||
| Q4 24 | 4.01× | 1.61× | ||
| Q3 24 | 0.80× | 1.94× | ||
| Q2 24 | 0.43× | 0.97× | ||
| Q1 24 | 3.19× | 2.31× |
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% |
MTCH
| Tinder Segment | $479.3M | 55% |
| Hinge Segment | $186.5M | 21% |
| Evergreen And Emerging Segment | $148.1M | 17% |
| MG Asia Segment | $65.8M | 7% |
