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美国艺电（EA）与REGAL REXNORD CORP（RRX）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REGAL REXNORD CORP的1.2倍（$1.9B vs $1.5B），美国艺电净利率更高（4.6% vs 4.2%，领先0.5%），REGAL REXNORD CORP同比增速更快（4.3% vs 1.0%），过去两年美国艺电的营收复合增速更高（3.4% vs -0.8%）
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。
Regal Rexnord Corporation（股票代码RRX）总部位于美国威斯康星州密尔沃基，是专业生产电动机与动力传动部件的制造商，在美国、加拿大、墨西哥、欧洲及亚洲多地设有生产、销售及服务机构，全球员工约2.9万人。
EA vs RRX — 直观对比
营收规模更大
EA
是对方的1.2倍
$1.5B
营收增速更快
RRX
高出3.3%
1.0%
净利率更高
EA
高出0.5%
4.2%
两年增速更快
EA
近两年复合增速
-0.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.5B |
| 净利润 | $88.0M | $63.4M |
| 毛利率 | 73.8% | 37.5% |
| 营业利润率 | 6.7% | 10.8% |
| 净利率 | 4.6% | 4.2% |
| 营收同比 | 1.0% | 4.3% |
| 净利润同比 | -70.0% | 53.9% |
| 每股收益（稀释后） | $0.35 | $0.95 |
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EARRX
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $1.8B | $1.5B | ||
| Q2 25 | $1.7B | $1.5B | ||
| Q1 25 | $1.9B | $1.4B | ||
| Q4 24 | $1.9B | $1.5B | ||
| Q3 24 | $2.0B | $1.5B | ||
| Q2 24 | $1.7B | $1.5B | ||
| Q1 24 | $1.8B | $1.5B |
净利润EARRX
| Q4 25 | $88.0M | $63.4M | ||
| Q3 25 | $137.0M | $79.6M | ||
| Q2 25 | $201.0M | $79.2M | ||
| Q1 25 | $254.0M | $57.3M | ||
| Q4 24 | $293.0M | $41.2M | ||
| Q3 24 | $294.0M | $72.7M | ||
| Q2 24 | $280.0M | $62.5M | ||
| Q1 24 | $182.0M | $19.8M |
毛利率EARRX
| Q4 25 | 73.8% | 37.5% | ||
| Q3 25 | 75.9% | 37.0% | ||
| Q2 25 | 83.3% | 37.7% | ||
| Q1 25 | 80.6% | 37.2% | ||
| Q4 24 | 75.8% | 34.9% | ||
| Q3 24 | 77.5% | 37.7% | ||
| Q2 24 | 84.2% | 36.9% | ||
| Q1 24 | 79.9% | 35.7% |
营业利润率EARRX
| Q4 25 | 6.7% | 10.8% | ||
| Q3 25 | 10.9% | 11.6% | ||
| Q2 25 | 16.2% | 12.2% | ||
| Q1 25 | 20.8% | 11.3% | ||
| Q4 24 | 20.0% | 8.8% | ||
| Q3 24 | 19.0% | 11.8% | ||
| Q2 24 | 21.9% | 12.5% | ||
| Q1 24 | 13.2% | 8.7% |
净利率EARRX
| Q4 25 | 4.6% | 4.2% | ||
| Q3 25 | 7.4% | 5.3% | ||
| Q2 25 | 12.0% | 5.3% | ||
| Q1 25 | 13.4% | 4.0% | ||
| Q4 24 | 15.6% | 2.8% | ||
| Q3 24 | 14.5% | 4.9% | ||
| Q2 24 | 16.9% | 4.0% | ||
| Q1 24 | 10.2% | 1.3% |
每股收益（稀释后）EARRX
| Q4 25 | $0.35 | $0.95 | ||
| Q3 25 | $0.54 | $1.20 | ||
| Q2 25 | $0.79 | $1.19 | ||
| Q1 25 | $0.99 | $0.86 | ||
| Q4 24 | $1.11 | $0.61 | ||
| Q3 24 | $1.11 | $1.09 | ||
| Q2 24 | $1.04 | $0.94 | ||
| Q1 24 | $0.67 | $0.30 |
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 | $521.7M |
| 总债务越低越好 | — | $4.8B |
| 股东权益账面价值 | $6.2B | $6.8B |
| 总资产 | $13.3B | $13.9B |
| 负债/权益比越低杠杆越低 | — | 0.70× |
8季度趋势，按日历期对齐
现金及短期投资EARRX
| Q4 25 | $2.8B | $521.7M | ||
| Q3 25 | $1.1B | $400.0M | ||
| Q2 25 | $1.5B | $320.1M | ||
| Q1 25 | $2.1B | $305.3M | ||
| Q4 24 | $2.8B | $393.5M | ||
| Q3 24 | $2.2B | $458.6M | ||
| Q2 24 | $2.4B | $510.4M | ||
| Q1 24 | $2.9B | $465.3M |
总债务EARRX
| Q4 25 | — | $4.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.5B | ||
| Q3 24 | — | $5.7B | ||
| Q2 24 | — | $5.8B | ||
| Q1 24 | — | $6.2B |
股东权益EARRX
| Q4 25 | $6.2B | $6.8B | ||
| Q3 25 | $6.0B | $6.8B | ||
| Q2 25 | $6.1B | $6.7B | ||
| Q1 25 | $6.4B | $6.4B | ||
| Q4 24 | $7.4B | $6.3B | ||
| Q3 24 | $7.4B | $6.5B | ||
| Q2 24 | $7.4B | $6.4B | ||
| Q1 24 | $7.5B | $6.3B |
总资产EARRX
| Q4 25 | $13.3B | $13.9B | ||
| Q3 25 | $11.9B | $13.9B | ||
| Q2 25 | $11.7B | $13.9B | ||
| Q1 25 | $12.4B | $14.0B | ||
| Q4 24 | $13.5B | $14.0B | ||
| Q3 24 | $13.1B | $14.6B | ||
| Q2 24 | $12.7B | $14.6B | ||
| Q1 24 | $13.4B | $15.1B |
负债/权益比EARRX
| Q4 25 | — | 0.70× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.87× | ||
| Q2 24 | — | 0.91× | ||
| Q1 24 | — | 1.00× |
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 | $167.8M |
| 自由现金流经营现金流 - 资本支出 | — | $140.6M |
| 自由现金流率自由现金流/营收 | — | 9.2% |
| 资本支出强度资本支出/营收 | — | 1.8% |
| 现金转化率经营现金流/净利润 | 20.75× | 2.65× |
| 过去12个月自由现金流最近4个季度 | — | $893.1M |
8季度趋势，按日历期对齐
经营现金流EARRX
| Q4 25 | $1.8B | $167.8M | ||
| Q3 25 | $130.0M | $197.5M | ||
| Q2 25 | $17.0M | $523.2M | ||
| Q1 25 | $549.0M | $102.3M | ||
| Q4 24 | $1.2B | $213.2M | ||
| Q3 24 | $234.0M | $154.8M | ||
| Q2 24 | $120.0M | $158.3M | ||
| Q1 24 | $580.0M | $83.1M |
自由现金流EARRX
| Q4 25 | — | $140.6M | ||
| Q3 25 | — | $174.0M | ||
| Q2 25 | — | $493.0M | ||
| Q1 25 | — | $85.5M | ||
| Q4 24 | — | $183.9M | ||
| Q3 24 | — | $125.5M | ||
| Q2 24 | — | $125.9M | ||
| Q1 24 | — | $64.6M |
自由现金流率EARRX
| Q4 25 | — | 9.2% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | — | 33.0% | ||
| Q1 25 | — | 6.0% | ||
| Q4 24 | — | 12.6% | ||
| Q3 24 | — | 8.5% | ||
| Q2 24 | — | 8.1% | ||
| Q1 24 | — | 4.2% |
资本支出强度EARRX
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | 1.2% |
现金转化率EARRX
| Q4 25 | 20.75× | 2.65× | ||
| Q3 25 | 0.95× | 2.48× | ||
| Q2 25 | 0.08× | 6.61× | ||
| Q1 25 | 2.16× | 1.79× | ||
| Q4 24 | 4.01× | 5.17× | ||
| Q3 24 | 0.80× | 2.13× | ||
| Q2 24 | 0.43× | 2.53× | ||
| Q1 24 | 3.19× | 4.20× |
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% |
RRX
| Other | $470.6M | 31% |
| Industrial Powertrain Solutions Segment | $441.8M | 29% |
| Automation And Motion Control Segment | $327.7M | 22% |
| Power Efficiency Solutions Segment | $283.2M | 19% |
