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美国艺电(EA)与宏盟集团(OMC)财务数据对比。点击上方公司名可切换其他公司
宏盟集团的季度营收约是美国艺电的3.3倍($6.2B vs $1.9B),宏盟集团净利率更高(6.7% vs 4.6%,领先2.1%),美国艺电同比增速更快(1.0% vs -16.2%),过去两年宏盟集团的营收复合增速更高(27.3% 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。
宏盟集团(Omnicom Group)是总部位于美国纽约的全球性传媒、营销及企业传播控股集团,旗下拥有多家行业领先的广告、公关、媒介服务子品牌,为全球各行业客户提供专业整合营销传播解决方案,在全球营销服务领域占据领先市场地位。
EA vs OMC — 直观对比
营收规模更大
OMC
是对方的3.3倍
$1.9B
营收增速更快
EA
高出17.1%
-16.2%
净利率更高
OMC
高出2.1%
4.6%
两年增速更快
OMC
近两年复合增速
3.4%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.9B | $6.2B |
| 净利润 | $88.0M | $418.7M |
| 毛利率 | 73.8% | — |
| 营业利润率 | 6.7% | 10.4% |
| 净利率 | 4.6% | 6.7% |
| 营收同比 | 1.0% | -16.2% |
| 净利润同比 | -70.0% | 38.0% |
| 每股收益(稀释后) | $0.35 | $1.35 |
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
EA
OMC
| Q1 26 | — | $6.2B | ||
| Q4 25 | $1.9B | $5.5B | ||
| Q3 25 | $1.8B | $4.0B | ||
| Q2 25 | $1.7B | $4.0B | ||
| Q1 25 | $1.9B | $3.7B | ||
| Q4 24 | $1.9B | $4.3B | ||
| Q3 24 | $2.0B | $3.9B | ||
| Q2 24 | $1.7B | $3.9B |
净利润
EA
OMC
| Q1 26 | — | $418.7M | ||
| Q4 25 | $88.0M | $-941.1M | ||
| Q3 25 | $137.0M | $341.3M | ||
| Q2 25 | $201.0M | $257.6M | ||
| Q1 25 | $254.0M | $287.7M | ||
| Q4 24 | $293.0M | $448.0M | ||
| Q3 24 | $294.0M | $385.9M | ||
| Q2 24 | $280.0M | $328.1M |
毛利率
EA
OMC
| Q1 26 | — | — | ||
| Q4 25 | 73.8% | -10.6% | ||
| Q3 25 | 75.9% | 18.7% | ||
| Q2 25 | 83.3% | 16.6% | ||
| Q1 25 | 80.6% | 17.1% | ||
| Q4 24 | 75.8% | 19.8% | ||
| Q3 24 | 77.5% | 19.6% | ||
| Q2 24 | 84.2% | 17.7% |
营业利润率
EA
OMC
| Q1 26 | — | 10.4% | ||
| Q4 25 | 6.7% | -17.7% | ||
| Q3 25 | 10.9% | 13.1% | ||
| Q2 25 | 16.2% | 10.9% | ||
| Q1 25 | 20.8% | 12.3% | ||
| Q4 24 | 20.0% | 15.9% | ||
| Q3 24 | 19.0% | 15.5% | ||
| Q2 24 | 21.9% | 13.2% |
净利率
EA
OMC
| Q1 26 | — | 6.7% | ||
| Q4 25 | 4.6% | -17.0% | ||
| Q3 25 | 7.4% | 8.5% | ||
| Q2 25 | 12.0% | 6.4% | ||
| Q1 25 | 13.4% | 7.8% | ||
| Q4 24 | 15.6% | 10.4% | ||
| Q3 24 | 14.5% | 9.9% | ||
| Q2 24 | 16.9% | 8.5% |
每股收益(稀释后)
EA
OMC
| Q1 26 | — | $1.35 | ||
| Q4 25 | $0.35 | $-4.78 | ||
| Q3 25 | $0.54 | $1.75 | ||
| Q2 25 | $0.79 | $1.31 | ||
| Q1 25 | $0.99 | $1.45 | ||
| Q4 24 | $1.11 | $2.27 | ||
| Q3 24 | $1.11 | $1.95 | ||
| Q2 24 | $1.04 | $1.65 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.2B | — |
| 总资产 | $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
EA
OMC
| Q1 26 | — | — | ||
| Q4 25 | $2.8B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.8B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.4B | — |
总债务
EA
OMC
| Q1 26 | — | — | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $6.1B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
EA
OMC
| Q1 26 | — | — | ||
| Q4 25 | $6.2B | $12.0B | ||
| Q3 25 | $6.0B | $4.6B | ||
| Q2 25 | $6.1B | $4.5B | ||
| Q1 25 | $6.4B | $4.4B | ||
| Q4 24 | $7.4B | $4.2B | ||
| Q3 24 | $7.4B | $4.0B | ||
| Q2 24 | $7.4B | $3.6B |
总资产
EA
OMC
| Q1 26 | — | — | ||
| Q4 25 | $13.3B | $54.4B | ||
| Q3 25 | $11.9B | $28.8B | ||
| Q2 25 | $11.7B | $28.8B | ||
| Q1 25 | $12.4B | $28.1B | ||
| Q4 24 | $13.5B | $29.6B | ||
| Q3 24 | $13.1B | $28.8B | ||
| Q2 24 | $12.7B | $27.3B |
负债/权益比
EA
OMC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.77× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 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 | 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
EA
OMC
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $3.0B | ||
| Q3 25 | $130.0M | $477.5M | ||
| Q2 25 | $17.0M | $210.1M | ||
| Q1 25 | $549.0M | $-786.8M | ||
| Q4 24 | $1.2B | $1.9B | ||
| Q3 24 | $234.0M | $568.7M | ||
| Q2 24 | $120.0M | $-141.7M |
自由现金流
EA
OMC
| Q1 26 | — | — | ||
| Q4 25 | — | $3.0B | ||
| Q3 25 | — | $438.4M | ||
| Q2 25 | — | $168.0M | ||
| Q1 25 | — | $-816.3M | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $537.4M | ||
| Q2 24 | — | $-180.9M |
自由现金流率
EA
OMC
| Q1 26 | — | — | ||
| Q4 25 | — | 54.2% | ||
| Q3 25 | — | 10.9% | ||
| Q2 25 | — | 4.2% | ||
| Q1 25 | — | -22.1% | ||
| Q4 24 | — | 43.5% | ||
| Q3 24 | — | 13.8% | ||
| Q2 24 | — | -4.7% |
资本支出强度
EA
OMC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 1.0% |
现金转化率
EA
OMC
| Q1 26 | — | — | ||
| Q4 25 | 20.75× | — | ||
| Q3 25 | 0.95× | 1.40× | ||
| Q2 25 | 0.08× | 0.82× | ||
| Q1 25 | 2.16× | -2.73× | ||
| Q4 24 | 4.01× | 4.30× | ||
| Q3 24 | 0.80× | 1.47× | ||
| Q2 24 | 0.43× | -0.43× |
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% |
OMC
暂无分部数据