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美国艺电（EA）与PINTEREST, INC.（PINS）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PINTEREST, INC.的1.4倍（$1.9B vs $1.3B），PINTEREST, INC.净利率更高（21.0% vs 4.6%，领先16.4%），PINTEREST, INC.同比增速更快（14.3% vs 1.0%），过去两年PINTEREST, INC.的营收复合增速更高（33.5% 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。
Pinterest是美国社交媒体服务商，主打数字图板形式的信息发布与发现功能，用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立，总部位于旧金山。
EA vs PINS — 直观对比
营收规模更大
EA
是对方的1.4倍
$1.3B
营收增速更快
PINS
高出13.4%
1.0%
净利率更高
PINS
高出16.4%
4.6%
两年增速更快
PINS
近两年复合增速
3.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.3B |
| 净利润 | $88.0M | $277.1M |
| 毛利率 | 73.8% | 82.8% |
| 营业利润率 | 6.7% | 22.8% |
| 净利率 | 4.6% | 21.0% |
| 营收同比 | 1.0% | 14.3% |
| 净利润同比 | -70.0% | -85.0% |
| 每股收益（稀释后） | $0.35 | $0.41 |
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EAPINS
| Q4 25 | $1.9B | $1.3B | ||
| Q3 25 | $1.8B | $1.0B | ||
| Q2 25 | $1.7B | $998.2M | ||
| Q1 25 | $1.9B | $855.0M | ||
| Q4 24 | $1.9B | $1.2B | ||
| Q3 24 | $2.0B | $898.4M | ||
| Q2 24 | $1.7B | $853.7M | ||
| Q1 24 | $1.8B | $740.0M |
净利润EAPINS
| Q4 25 | $88.0M | $277.1M | ||
| Q3 25 | $137.0M | $92.1M | ||
| Q2 25 | $201.0M | $38.8M | ||
| Q1 25 | $254.0M | $8.9M | ||
| Q4 24 | $293.0M | $1.8B | ||
| Q3 24 | $294.0M | $30.6M | ||
| Q2 24 | $280.0M | $8.9M | ||
| Q1 24 | $182.0M | $-24.8M |
毛利率EAPINS
| Q4 25 | 73.8% | 82.8% | ||
| Q3 25 | 75.9% | 79.8% | ||
| Q2 25 | 83.3% | 79.7% | ||
| Q1 25 | 80.6% | 76.7% | ||
| Q4 24 | 75.8% | 82.9% | ||
| Q3 24 | 77.5% | 79.1% | ||
| Q2 24 | 84.2% | 78.3% | ||
| Q1 24 | 79.9% | 75.5% |
营业利润率EAPINS
| Q4 25 | 6.7% | 22.8% | ||
| Q3 25 | 10.9% | 5.6% | ||
| Q2 25 | 16.2% | -0.4% | ||
| Q1 25 | 20.8% | -4.1% | ||
| Q4 24 | 20.0% | 22.7% | ||
| Q3 24 | 19.0% | -0.7% | ||
| Q2 24 | 21.9% | -2.5% | ||
| Q1 24 | 13.2% | -7.4% |
净利率EAPINS
| Q4 25 | 4.6% | 21.0% | ||
| Q3 25 | 7.4% | 8.8% | ||
| Q2 25 | 12.0% | 3.9% | ||
| Q1 25 | 13.4% | 1.0% | ||
| Q4 24 | 15.6% | 160.1% | ||
| Q3 24 | 14.5% | 3.4% | ||
| Q2 24 | 16.9% | 1.0% | ||
| Q1 24 | 10.2% | -3.4% |
每股收益（稀释后）EAPINS
| Q4 25 | $0.35 | $0.41 | ||
| Q3 25 | $0.54 | $0.13 | ||
| Q2 25 | $0.79 | $0.06 | ||
| Q1 25 | $0.99 | $0.01 | ||
| Q4 24 | $1.11 | $2.66 | ||
| Q3 24 | $1.11 | $0.04 | ||
| Q2 24 | $1.04 | $0.01 | ||
| Q1 24 | $0.67 | $-0.04 |
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 | $969.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.2B | $4.7B |
| 总资产 | $13.3B | $5.5B |
| 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EAPINS
| Q4 25 | $2.8B | $969.3M | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $2.1B | $1.3B | ||
| Q4 24 | $2.8B | $1.1B | ||
| Q3 24 | $2.2B | $1.0B | ||
| Q2 24 | $2.4B | $1.4B | ||
| Q1 24 | $2.9B | $1.6B |
股东权益EAPINS
| Q4 25 | $6.2B | $4.7B | ||
| Q3 25 | $6.0B | $4.8B | ||
| Q2 25 | $6.1B | $4.8B | ||
| Q1 25 | $6.4B | $4.7B | ||
| Q4 24 | $7.4B | $4.8B | ||
| Q3 24 | $7.4B | $2.9B | ||
| Q2 24 | $7.4B | $3.2B | ||
| Q1 24 | $7.5B | $3.1B |
总资产EAPINS
| Q4 25 | $13.3B | $5.5B | ||
| Q3 25 | $11.9B | $5.5B | ||
| Q2 25 | $11.7B | $5.4B | ||
| Q1 25 | $12.4B | $5.3B | ||
| Q4 24 | $13.5B | $5.3B | ||
| Q3 24 | $13.1B | $3.5B | ||
| Q2 24 | $12.7B | $3.7B | ||
| Q1 24 | $13.4B | $3.7B |
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 | $391.2M |
| 自由现金流经营现金流 - 资本支出 | — | $380.4M |
| 自由现金流率自由现金流/营收 | — | 28.8% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | 20.75× | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | $1.3B |
8季度趋势，按日历期对齐
经营现金流EAPINS
| Q4 25 | $1.8B | $391.2M | ||
| Q3 25 | $130.0M | $321.7M | ||
| Q2 25 | $17.0M | $207.7M | ||
| Q1 25 | $549.0M | $363.7M | ||
| Q4 24 | $1.2B | $254.0M | ||
| Q3 24 | $234.0M | $248.0M | ||
| Q2 24 | $120.0M | $106.4M | ||
| Q1 24 | $580.0M | $356.1M |
自由现金流EAPINS
| Q4 25 | — | $380.4M | ||
| Q3 25 | — | $318.4M | ||
| Q2 25 | — | $196.7M | ||
| Q1 25 | — | $356.4M | ||
| Q4 24 | — | $250.2M | ||
| Q3 24 | — | $244.1M | ||
| Q2 24 | — | $101.6M | ||
| Q1 24 | — | $344.0M |
自由现金流率EAPINS
| Q4 25 | — | 28.8% | ||
| Q3 25 | — | 30.3% | ||
| Q2 25 | — | 19.7% | ||
| Q1 25 | — | 41.7% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | — | 27.2% | ||
| Q2 24 | — | 11.9% | ||
| Q1 24 | — | 46.5% |
资本支出强度EAPINS
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.6% | ||
| Q1 24 | — | 1.6% |
现金转化率EAPINS
| Q4 25 | 20.75× | 1.41× | ||
| Q3 25 | 0.95× | 3.49× | ||
| Q2 25 | 0.08× | 5.36× | ||
| Q1 25 | 2.16× | 40.77× | ||
| Q4 24 | 4.01× | 0.14× | ||
| Q3 24 | 0.80× | 8.12× | ||
| Q2 24 | 0.43× | 11.98× | ||
| 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% |
PINS
| United States And Canada | $944.3M | 72% |
| Other | $375.0M | 28% |
