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美国艺电（EA）与Rivian Automotive, Inc.（RIVN）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Rivian Automotive, Inc.的1.5倍（$1.9B vs $1.3B），美国艺电净利率更高（4.6% vs -63.1%，领先67.7%），美国艺电同比增速更快（1.0% vs -25.8%），过去两年美国艺电的营收复合增速更高（3.4% vs 3.3%）
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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
EA vs RIVN — 直观对比
营收规模更大
EA
是对方的1.5倍
$1.3B
营收增速更快
EA
高出26.8%
-25.8%
净利率更高
EA
高出67.7%
-63.1%
两年增速更快
EA
近两年复合增速
3.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.3B |
| 净利润 | $88.0M | $-811.0M |
| 毛利率 | 73.8% | 9.3% |
| 营业利润率 | 6.7% | -64.8% |
| 净利率 | 4.6% | -63.1% |
| 营收同比 | 1.0% | -25.8% |
| 净利润同比 | -70.0% | -9.0% |
| 每股收益（稀释后） | $0.35 | $-0.66 |
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EARIVN
| Q4 25 | $1.9B | $1.3B | ||
| Q3 25 | $1.8B | $1.6B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.9B | $1.2B | ||
| Q4 24 | $1.9B | $1.7B | ||
| Q3 24 | $2.0B | $874.0M | ||
| Q2 24 | $1.7B | $1.2B | ||
| Q1 24 | $1.8B | $1.2B |
净利润EARIVN
| Q4 25 | $88.0M | $-811.0M | ||
| Q3 25 | $137.0M | $-1.2B | ||
| Q2 25 | $201.0M | $-1.1B | ||
| Q1 25 | $254.0M | $-545.0M | ||
| Q4 24 | $293.0M | $-744.0M | ||
| Q3 24 | $294.0M | $-1.1B | ||
| Q2 24 | $280.0M | $-1.5B | ||
| Q1 24 | $182.0M | $-1.4B |
毛利率EARIVN
| Q4 25 | 73.8% | 9.3% | ||
| Q3 25 | 75.9% | 1.5% | ||
| Q2 25 | 83.3% | -15.8% | ||
| Q1 25 | 80.6% | 16.6% | ||
| Q4 24 | 75.8% | 9.8% | ||
| Q3 24 | 77.5% | -44.9% | ||
| Q2 24 | 84.2% | -38.9% | ||
| Q1 24 | 79.9% | -43.8% |
营业利润率EARIVN
| Q4 25 | 6.7% | -64.8% | ||
| Q3 25 | 10.9% | -63.1% | ||
| Q2 25 | 16.2% | -85.5% | ||
| Q1 25 | 20.8% | -52.8% | ||
| Q4 24 | 20.0% | -38.1% | ||
| Q3 24 | 19.0% | -133.8% | ||
| Q2 24 | 21.9% | -118.7% | ||
| Q1 24 | 13.2% | -123.3% |
净利率EARIVN
| Q4 25 | 4.6% | -63.1% | ||
| Q3 25 | 7.4% | -75.3% | ||
| Q2 25 | 12.0% | -85.7% | ||
| Q1 25 | 13.4% | -44.0% | ||
| Q4 24 | 15.6% | -42.9% | ||
| Q3 24 | 14.5% | -125.9% | ||
| Q2 24 | 16.9% | -125.8% | ||
| Q1 24 | 10.2% | -120.1% |
每股收益（稀释后）EARIVN
| Q4 25 | $0.35 | $-0.66 | ||
| Q3 25 | $0.54 | $-0.96 | ||
| Q2 25 | $0.79 | $-0.97 | ||
| Q1 25 | $0.99 | $-0.48 | ||
| Q4 24 | $1.11 | $-0.67 | ||
| Q3 24 | $1.11 | $-1.08 | ||
| Q2 24 | $1.04 | $-1.46 | ||
| Q1 24 | $0.67 | $-1.48 |
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 | $6.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.2B | $4.6B |
| 总资产 | $13.3B | $14.9B |
| 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EARIVN
| Q4 25 | $2.8B | $6.1B | ||
| Q3 25 | $1.1B | $7.1B | ||
| Q2 25 | $1.5B | $7.5B | ||
| Q1 25 | $2.1B | $7.2B | ||
| Q4 24 | $2.8B | $7.7B | ||
| Q3 24 | $2.2B | $6.7B | ||
| Q2 24 | $2.4B | $7.9B | ||
| Q1 24 | $2.9B | $7.9B |
总债务EARIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $5.5B | ||
| Q1 24 | — | $4.4B |
股东权益EARIVN
| Q4 25 | $6.2B | $4.6B | ||
| Q3 25 | $6.0B | $5.1B | ||
| Q2 25 | $6.1B | $6.1B | ||
| Q1 25 | $6.4B | $6.2B | ||
| Q4 24 | $7.4B | $6.6B | ||
| Q3 24 | $7.4B | $5.9B | ||
| Q2 24 | $7.4B | $6.8B | ||
| Q1 24 | $7.5B | $8.1B |
总资产EARIVN
| Q4 25 | $13.3B | $14.9B | ||
| Q3 25 | $11.9B | $15.2B | ||
| Q2 25 | $11.7B | $15.6B | ||
| Q1 25 | $12.4B | $15.5B | ||
| Q4 24 | $13.5B | $15.4B | ||
| Q3 24 | $13.1B | $14.3B | ||
| Q2 24 | $12.7B | $15.4B | ||
| Q1 24 | $13.4B | $15.7B |
负债/权益比EARIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.81× | ||
| Q1 24 | — | 0.55× |
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 | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-1.1B |
| 自由现金流率自由现金流/营收 | — | -89.0% |
| 资本支出强度资本支出/营收 | — | 36.0% |
| 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 | — | $-2.5B |
8季度趋势，按日历期对齐
经营现金流EARIVN
| Q4 25 | $1.8B | $-681.0M | ||
| Q3 25 | $130.0M | $26.0M | ||
| Q2 25 | $17.0M | $64.0M | ||
| Q1 25 | $549.0M | $-188.0M | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $234.0M | $-876.0M | ||
| Q2 24 | $120.0M | $-754.0M | ||
| Q1 24 | $580.0M | $-1.3B |
自由现金流EARIVN
| Q4 25 | — | $-1.1B | ||
| Q3 25 | — | $-421.0M | ||
| Q2 25 | — | $-398.0M | ||
| Q1 25 | — | $-526.0M | ||
| Q4 24 | — | $856.0M | ||
| Q3 24 | — | $-1.2B | ||
| Q2 24 | — | $-1.0B | ||
| Q1 24 | — | $-1.5B |
自由现金流率EARIVN
| Q4 25 | — | -89.0% | ||
| Q3 25 | — | -27.0% | ||
| Q2 25 | — | -30.5% | ||
| Q1 25 | — | -42.4% | ||
| Q4 24 | — | 49.4% | ||
| Q3 24 | — | -131.9% | ||
| Q2 24 | — | -89.6% | ||
| Q1 24 | — | -126.5% |
资本支出强度EARIVN
| Q4 25 | — | 36.0% | ||
| Q3 25 | — | 28.7% | ||
| Q2 25 | — | 35.5% | ||
| Q1 25 | — | 27.3% | ||
| Q4 24 | — | 18.9% | ||
| Q3 24 | — | 31.7% | ||
| Q2 24 | — | 24.4% | ||
| Q1 24 | — | 21.1% |
现金转化率EARIVN
| Q4 25 | 20.75× | — | ||
| Q3 25 | 0.95× | — | ||
| Q2 25 | 0.08× | — | ||
| Q1 25 | 2.16× | — | ||
| 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% |
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
