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美国艺电（EA）与拉夫劳伦（RL）财务数据对比。点击上方公司名可切换其他公司
拉夫劳伦的季度营收约是美国艺电的1.3倍（$2.4B vs $1.9B），拉夫劳伦净利率更高（15.0% vs 4.6%，领先10.4%），拉夫劳伦同比增速更快（12.2% vs 1.0%），过去两年拉夫劳伦的营收复合增速更高（23.9% 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。
拉夫劳伦是源自美国的跨国时尚巨头，旗下同名高端时尚品牌风靡全球，企业规模达数十亿美元。品牌创始人拉夫劳伦于2015年9月卸任首席执行官，仍留任执行董事长兼首席创意官，主导品牌创意与整体发展方向。
EA vs RL — 直观对比
营收规模更大
RL
是对方的1.3倍
$1.9B
营收增速更快
RL
高出11.3%
1.0%
净利率更高
RL
高出10.4%
4.6%
两年增速更快
RL
近两年复合增速
3.4%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $2.4B |
| 净利润 | $88.0M | $361.6M |
| 毛利率 | 73.8% | 69.9% |
| 营业利润率 | 6.7% | 19.6% |
| 净利率 | 4.6% | 15.0% |
| 营收同比 | 1.0% | 12.2% |
| 净利润同比 | -70.0% | 21.6% |
| 每股收益（稀释后） | $0.35 | $5.82 |
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EARL
| Q4 25 | $1.9B | $2.4B | ||
| Q3 25 | $1.8B | $2.0B | ||
| Q2 25 | $1.7B | $1.7B | ||
| Q1 25 | $1.9B | $1.7B | ||
| Q4 24 | $1.9B | $2.1B | ||
| Q3 24 | $2.0B | $1.7B | ||
| Q2 24 | $1.7B | $1.5B | ||
| Q1 24 | $1.8B | $1.6B |
净利润EARL
| Q4 25 | $88.0M | $361.6M | ||
| Q3 25 | $137.0M | $207.5M | ||
| Q2 25 | $201.0M | $220.4M | ||
| Q1 25 | $254.0M | $129.0M | ||
| Q4 24 | $293.0M | $297.4M | ||
| Q3 24 | $294.0M | $147.9M | ||
| Q2 24 | $280.0M | $168.6M | ||
| Q1 24 | $182.0M | $90.7M |
毛利率EARL
| Q4 25 | 73.8% | 69.9% | ||
| Q3 25 | 75.9% | 68.0% | ||
| Q2 25 | 83.3% | 72.3% | ||
| Q1 25 | 80.6% | 68.7% | ||
| Q4 24 | 75.8% | 68.4% | ||
| Q3 24 | 77.5% | 67.0% | ||
| Q2 24 | 84.2% | 70.5% | ||
| Q1 24 | 79.9% | 66.6% |
营业利润率EARL
| Q4 25 | 6.7% | 19.6% | ||
| Q3 25 | 10.9% | 12.2% | ||
| Q2 25 | 16.2% | 15.9% | ||
| Q1 25 | 20.8% | 9.1% | ||
| Q4 24 | 20.0% | 18.2% | ||
| Q3 24 | 19.0% | 10.4% | ||
| Q2 24 | 21.9% | 13.8% | ||
| Q1 24 | 13.2% | 6.9% |
净利率EARL
| Q4 25 | 4.6% | 15.0% | ||
| Q3 25 | 7.4% | 10.3% | ||
| Q2 25 | 12.0% | 12.8% | ||
| Q1 25 | 13.4% | 7.6% | ||
| Q4 24 | 15.6% | 13.9% | ||
| Q3 24 | 14.5% | 8.6% | ||
| Q2 24 | 16.9% | 11.1% | ||
| Q1 24 | 10.2% | 5.8% |
每股收益（稀释后）EARL
| Q4 25 | $0.35 | $5.82 | ||
| Q3 25 | $0.54 | $3.32 | ||
| Q2 25 | $0.79 | $3.52 | ||
| Q1 25 | $0.99 | $2.03 | ||
| Q4 24 | $1.11 | $4.66 | ||
| Q3 24 | $1.11 | $2.31 | ||
| Q2 24 | $1.04 | $2.61 | ||
| Q1 24 | $0.67 | $1.37 |
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 | $2.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.2B | $2.9B |
| 总资产 | $13.3B | $7.8B |
| 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EARL
| Q4 25 | $2.8B | $2.3B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $1.5B | $2.3B | ||
| Q1 25 | $2.1B | $2.1B | ||
| Q4 24 | $2.8B | $2.1B | ||
| Q3 24 | $2.2B | $1.7B | ||
| Q2 24 | $2.4B | $1.8B | ||
| Q1 24 | $2.9B | $1.8B |
股东权益EARL
| Q4 25 | $6.2B | $2.9B | ||
| Q3 25 | $6.0B | $2.6B | ||
| Q2 25 | $6.1B | $2.5B | ||
| Q1 25 | $6.4B | $2.6B | ||
| Q4 24 | $7.4B | $2.5B | ||
| Q3 24 | $7.4B | $2.4B | ||
| Q2 24 | $7.4B | $2.4B | ||
| Q1 24 | $7.5B | $2.5B |
总资产EARL
| Q4 25 | $13.3B | $7.8B | ||
| Q3 25 | $11.9B | $7.3B | ||
| Q2 25 | $11.7B | $7.8B | ||
| Q1 25 | $12.4B | $7.0B | ||
| Q4 24 | $13.5B | $7.1B | ||
| Q3 24 | $13.1B | $6.8B | ||
| Q2 24 | $12.7B | $6.6B | ||
| Q1 24 | $13.4B | $6.6B |
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 | $779.6M |
| 自由现金流经营现金流 - 资本支出 | — | $704.0M |
| 自由现金流率自由现金流/营收 | — | 29.3% |
| 资本支出强度资本支出/营收 | — | 3.1% |
| 现金转化率经营现金流/净利润 | 20.75× | 2.16× |
| 过去12个月自由现金流最近4个季度 | — | $694.5M |
8季度趋势，按日历期对齐
经营现金流EARL
| Q4 25 | $1.8B | $779.6M | ||
| Q3 25 | $130.0M | $53.2M | ||
| Q2 25 | $17.0M | $176.1M | ||
| Q1 25 | $549.0M | $122.2M | ||
| Q4 24 | $1.2B | $738.4M | ||
| Q3 24 | $234.0M | $97.2M | ||
| Q2 24 | $120.0M | $277.3M | ||
| Q1 24 | $580.0M | — |
自由现金流EARL
| Q4 25 | — | $704.0M | ||
| Q3 25 | — | $-40.6M | ||
| Q2 25 | — | $-11.2M | ||
| Q1 25 | — | $42.3M | ||
| Q4 24 | — | $677.2M | ||
| Q3 24 | — | $55.5M | ||
| Q2 24 | — | $243.9M | ||
| Q1 24 | — | — |
自由现金流率EARL
| Q4 25 | — | 29.3% | ||
| Q3 25 | — | -2.0% | ||
| Q2 25 | — | -0.7% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | 31.6% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 16.1% | ||
| Q1 24 | — | — |
资本支出强度EARL
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 10.9% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | — | — |
现金转化率EARL
| Q4 25 | 20.75× | 2.16× | ||
| Q3 25 | 0.95× | 0.26× | ||
| Q2 25 | 0.08× | 0.80× | ||
| Q1 25 | 2.16× | 0.95× | ||
| Q4 24 | 4.01× | 2.48× | ||
| Q3 24 | 0.80× | 0.66× | ||
| Q2 24 | 0.43× | 1.64× | ||
| 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% |
RL
暂无分部数据
