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美国艺电（EA）与思佳讯（SWKS）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思佳讯的1.8倍（$1.9B vs $1.0B），思佳讯净利率更高（7.6% vs 4.6%，领先3.0%），思佳讯同比增速更快（8.6% vs 1.0%），过去两年美国艺电的营收复合增速更高（3.4% vs -0.5%）
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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
EA vs SWKS — 直观对比
营收规模更大
EA
是对方的1.8倍
$1.0B
营收增速更快
SWKS
高出7.7%
1.0%
净利率更高
SWKS
高出3.0%
4.6%
两年增速更快
EA
近两年复合增速
-0.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.0B |
| 净利润 | $88.0M | $79.2M |
| 毛利率 | 73.8% | 41.3% |
| 营业利润率 | 6.7% | 10.0% |
| 净利率 | 4.6% | 7.6% |
| 营收同比 | 1.0% | 8.6% |
| 净利润同比 | -70.0% | 15.3% |
| 每股收益（稀释后） | $0.35 | $0.53 |
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EASWKS
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.9B | $1.1B | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.7B | $965.0M | ||
| Q1 25 | $1.9B | $953.2M | ||
| Q4 24 | $1.9B | $1.1B | ||
| Q3 24 | $2.0B | $1.0B | ||
| Q2 24 | $1.7B | $905.5M |
净利润EASWKS
| Q1 26 | — | $79.2M | ||
| Q4 25 | $88.0M | $141.4M | ||
| Q3 25 | $137.0M | — | ||
| Q2 25 | $201.0M | $105.0M | ||
| Q1 25 | $254.0M | $68.7M | ||
| Q4 24 | $293.0M | $162.0M | ||
| Q3 24 | $294.0M | $60.5M | ||
| Q2 24 | $280.0M | $120.9M |
毛利率EASWKS
| Q1 26 | — | 41.3% | ||
| Q4 25 | 73.8% | 40.7% | ||
| Q3 25 | 75.9% | — | ||
| Q2 25 | 83.3% | 41.6% | ||
| Q1 25 | 80.6% | 41.1% | ||
| Q4 24 | 75.8% | 41.4% | ||
| Q3 24 | 77.5% | 41.9% | ||
| Q2 24 | 84.2% | 40.2% |
营业利润率EASWKS
| Q1 26 | — | 10.0% | ||
| Q4 25 | 6.7% | 10.1% | ||
| Q3 25 | 10.9% | — | ||
| Q2 25 | 16.2% | 11.5% | ||
| Q1 25 | 20.8% | 10.2% | ||
| Q4 24 | 20.0% | 16.9% | ||
| Q3 24 | 19.0% | 5.8% | ||
| Q2 24 | 21.9% | 14.4% |
净利率EASWKS
| Q1 26 | — | 7.6% | ||
| Q4 25 | 4.6% | 12.9% | ||
| Q3 25 | 7.4% | — | ||
| Q2 25 | 12.0% | 10.9% | ||
| Q1 25 | 13.4% | 7.2% | ||
| Q4 24 | 15.6% | 15.2% | ||
| Q3 24 | 14.5% | 5.9% | ||
| Q2 24 | 16.9% | 13.4% |
每股收益（稀释后）EASWKS
| Q1 26 | — | $0.53 | ||
| Q4 25 | $0.35 | $0.95 | ||
| Q3 25 | $0.54 | — | ||
| Q2 25 | $0.79 | $0.70 | ||
| Q1 25 | $0.99 | $0.43 | ||
| Q4 24 | $1.11 | $1.00 | ||
| Q3 24 | $1.11 | $0.36 | ||
| Q2 24 | $1.04 | $0.75 |
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 | $1.6B |
| 总债务越低越好 | — | $496.6M |
| 股东权益账面价值 | $6.2B | $5.8B |
| 总资产 | $13.3B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资EASWKS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.8B | $1.4B | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $2.1B | $1.5B | ||
| Q4 24 | $2.8B | $1.7B | ||
| Q3 24 | $2.2B | $1.6B | ||
| Q2 24 | $2.4B | $1.3B |
总债务EASWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | — | $994.7M | ||
| Q3 24 | — | $994.3M | ||
| Q2 24 | — | $994.0M |
股东权益EASWKS
| Q1 26 | — | $5.8B | ||
| Q4 25 | $6.2B | $5.8B | ||
| Q3 25 | $6.0B | — | ||
| Q2 25 | $6.1B | $5.7B | ||
| Q1 25 | $6.4B | $5.9B | ||
| Q4 24 | $7.4B | $6.4B | ||
| Q3 24 | $7.4B | $6.3B | ||
| Q2 24 | $7.4B | $6.3B |
总资产EASWKS
| Q1 26 | — | $7.9B | ||
| Q4 25 | $13.3B | $7.9B | ||
| Q3 25 | $11.9B | — | ||
| Q2 25 | $11.7B | $7.7B | ||
| Q1 25 | $12.4B | $7.9B | ||
| Q4 24 | $13.5B | $8.3B | ||
| Q3 24 | $13.1B | $8.3B | ||
| Q2 24 | $12.7B | $8.2B |
负债/权益比EASWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.16× |
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 | $395.5M |
| 自由现金流经营现金流 - 资本支出 | — | $339.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | 20.75× | 4.99× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流EASWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $1.8B | $200.0M | ||
| Q3 25 | $130.0M | — | ||
| Q2 25 | $17.0M | $314.2M | ||
| Q1 25 | $549.0M | $409.4M | ||
| Q4 24 | $1.2B | $377.2M | ||
| Q3 24 | $234.0M | $476.1M | ||
| Q2 24 | $120.0M | $273.4M |
自由现金流EASWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $252.7M | ||
| Q1 25 | — | $370.9M | ||
| Q4 24 | — | $338.2M | ||
| Q3 24 | — | $393.3M | ||
| Q2 24 | — | $249.0M |
自由现金流率EASWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | — | 13.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 26.2% | ||
| Q1 25 | — | 38.9% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | — | 38.4% | ||
| Q2 24 | — | 27.5% |
资本支出强度EASWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | — | 5.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | — | 2.7% |
现金转化率EASWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | 20.75× | 1.41× | ||
| Q3 25 | 0.95× | — | ||
| Q2 25 | 0.08× | 2.99× | ||
| Q1 25 | 2.16× | 5.96× | ||
| Q4 24 | 4.01× | 2.33× | ||
| Q3 24 | 0.80× | 7.87× | ||
| Q2 24 | 0.43× | 2.26× |
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% |
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
