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美国艺电（EA）与百济神州（ONC）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百济神州的1.3倍（$1.9B vs $1.5B），美国艺电净利率更高（4.6% vs 4.4%，领先0.2%），百济神州同比增速更快（32.8% vs 1.0%），过去两年百济神州的营收复合增速更高（41.2% 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。
BeOne Medicines（原百济神州）是一家跨国肿瘤领域制药企业，专注于癌症治疗创新药物的研发与商业化，致力于为全球癌症患者提供更有效、可及性更高的治疗方案，改善患者的生存质量与预后。
EA vs ONC — 直观对比
营收规模更大
EA
是对方的1.3倍
$1.5B
营收增速更快
ONC
高出31.9%
1.0%
净利率更高
EA
高出0.2%
4.4%
两年增速更快
ONC
近两年复合增速
3.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.5B |
| 净利润 | $88.0M | $66.5M |
| 毛利率 | 73.8% | 90.5% |
| 营业利润率 | 6.7% | 12.4% |
| 净利率 | 4.6% | 4.4% |
| 营收同比 | 1.0% | 32.8% |
| 净利润同比 | -70.0% | 143.8% |
| 每股收益（稀释后） | $0.35 | $0.05 |
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EAONC
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $1.8B | $1.4B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.9B | $1.1B | ||
| Q4 24 | $1.9B | $1.1B | ||
| Q3 24 | $2.0B | $1.0B | ||
| Q2 24 | $1.7B | $929.2M | ||
| Q1 24 | $1.8B | $751.7M |
净利润EAONC
| Q4 25 | $88.0M | $66.5M | ||
| Q3 25 | $137.0M | $124.8M | ||
| Q2 25 | $201.0M | $94.3M | ||
| Q1 25 | $254.0M | $1.3M | ||
| Q4 24 | $293.0M | $-151.9M | ||
| Q3 24 | $294.0M | $-121.3M | ||
| Q2 24 | $280.0M | $-120.4M | ||
| Q1 24 | $182.0M | $-251.2M |
毛利率EAONC
| Q4 25 | 73.8% | 90.5% | ||
| Q3 25 | 75.9% | 86.1% | ||
| Q2 25 | 83.3% | 87.5% | ||
| Q1 25 | 80.6% | 85.2% | ||
| Q4 24 | 75.8% | 85.8% | ||
| Q3 24 | 77.5% | 83.0% | ||
| Q2 24 | 84.2% | 85.1% | ||
| Q1 24 | 79.9% | 83.4% |
营业利润率EAONC
| Q4 25 | 6.7% | 12.4% | ||
| Q3 25 | 10.9% | 11.5% | ||
| Q2 25 | 16.2% | 6.7% | ||
| Q1 25 | 20.8% | 1.0% | ||
| Q4 24 | 20.0% | -7.0% | ||
| Q3 24 | 19.0% | -12.0% | ||
| Q2 24 | 21.9% | -11.5% | ||
| Q1 24 | 13.2% | -34.8% |
净利率EAONC
| Q4 25 | 4.6% | 4.4% | ||
| Q3 25 | 7.4% | 8.8% | ||
| Q2 25 | 12.0% | 7.2% | ||
| Q1 25 | 13.4% | 0.1% | ||
| Q4 24 | 15.6% | -13.5% | ||
| Q3 24 | 14.5% | -12.1% | ||
| Q2 24 | 16.9% | -13.0% | ||
| Q1 24 | 10.2% | -33.4% |
每股收益（稀释后）EAONC
| Q4 25 | $0.35 | $0.05 | ||
| Q3 25 | $0.54 | $0.08 | ||
| Q2 25 | $0.79 | $0.06 | ||
| Q1 25 | $0.99 | $0.00 | ||
| Q4 24 | $1.11 | $-0.10 | ||
| Q3 24 | $1.11 | $-0.09 | ||
| Q2 24 | $1.04 | $-0.09 | ||
| Q1 24 | $0.67 | $-0.19 |
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 | $4.5B |
| 总债务越低越好 | — | $836.4M |
| 股东权益账面价值 | $6.2B | $4.4B |
| 总资产 | $13.3B | $8.2B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资EAONC
| Q4 25 | $2.8B | $4.5B | ||
| Q3 25 | $1.1B | $4.0B | ||
| Q2 25 | $1.5B | $2.8B | ||
| Q1 25 | $2.1B | $2.5B | ||
| Q4 24 | $2.8B | $2.6B | ||
| Q3 24 | $2.2B | $2.7B | ||
| Q2 24 | $2.4B | $2.6B | ||
| Q1 24 | $2.9B | $2.8B |
总债务EAONC
| Q4 25 | — | $836.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益EAONC
| Q4 25 | $6.2B | $4.4B | ||
| Q3 25 | $6.0B | $4.1B | ||
| Q2 25 | $6.1B | $3.8B | ||
| Q1 25 | $6.4B | $3.5B | ||
| Q4 24 | $7.4B | $3.3B | ||
| Q3 24 | $7.4B | $3.4B | ||
| Q2 24 | $7.4B | $3.4B | ||
| Q1 24 | $7.5B | $3.4B |
总资产EAONC
| Q4 25 | $13.3B | $8.2B | ||
| Q3 25 | $11.9B | $7.6B | ||
| Q2 25 | $11.7B | $6.3B | ||
| Q1 25 | $12.4B | $5.8B | ||
| Q4 24 | $13.5B | $5.9B | ||
| Q3 24 | $13.1B | $5.8B | ||
| Q2 24 | $12.7B | $5.7B | ||
| Q1 24 | $13.4B | $5.7B |
负债/权益比EAONC
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $417.3M |
| 自由现金流经营现金流 - 资本支出 | — | $379.8M |
| 自由现金流率自由现金流/营收 | — | 25.4% |
| 资本支出强度资本支出/营收 | — | 2.5% |
| 现金转化率经营现金流/净利润 | 20.75× | 6.28× |
| 过去12个月自由现金流最近4个季度 | — | $941.7M |
8季度趋势，按日历期对齐
经营现金流EAONC
| Q4 25 | $1.8B | $417.3M | ||
| Q3 25 | $130.0M | $402.6M | ||
| Q2 25 | $17.0M | $263.6M | ||
| Q1 25 | $549.0M | $44.1M | ||
| Q4 24 | $1.2B | $75.2M | ||
| Q3 24 | $234.0M | $188.4M | ||
| Q2 24 | $120.0M | $-95.6M | ||
| Q1 24 | $580.0M | $-308.6M |
自由现金流EAONC
| Q4 25 | — | $379.8M | ||
| Q3 25 | — | $354.5M | ||
| Q2 25 | — | $219.8M | ||
| Q1 25 | — | $-12.3M | ||
| Q4 24 | — | $-17.3M | ||
| Q3 24 | — | $54.7M | ||
| Q2 24 | — | $-205.5M | ||
| Q1 24 | — | $-465.1M |
自由现金流率EAONC
| Q4 25 | — | 25.4% | ||
| Q3 25 | — | 25.1% | ||
| Q2 25 | — | 16.7% | ||
| Q1 25 | — | -1.1% | ||
| Q4 24 | — | -1.5% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | -22.1% | ||
| Q1 24 | — | -61.9% |
资本支出强度EAONC
| Q4 25 | — | 2.5% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 8.2% | ||
| Q3 24 | — | 13.3% | ||
| Q2 24 | — | 11.8% | ||
| Q1 24 | — | 20.8% |
现金转化率EAONC
| Q4 25 | 20.75× | 6.28× | ||
| Q3 25 | 0.95× | 3.22× | ||
| Q2 25 | 0.08× | 2.79× | ||
| Q1 25 | 2.16× | 34.71× | ||
| Q4 24 | 4.01× | — | ||
| Q3 24 | 0.80× | — | ||
| Q2 24 | 0.43× | — | ||
| Q1 24 | 3.19× | — |
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% |
ONC
暂无分部数据
