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美国艺电（EA）与UPBOUND GROUP, INC.（UPBD）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UPBOUND GROUP, INC.的1.6倍（$1.9B vs $1.2B），美国艺电净利率更高（4.6% vs 1.7%，领先3.0%），UPBOUND GROUP, INC.同比增速更快（10.9% vs 1.0%），过去两年UPBOUND GROUP, INC.的营收复合增速更高（4.5% 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。
Upbound Group, Inc.是美国领先的灵活租购解决方案提供商，主营家具、消费电子、家用电器、家居配饰等商品的租售业务，为无法便捷获得传统信贷服务的消费者提供可负担的支付选择。
EA vs UPBD — 直观对比
营收规模更大
EA
是对方的1.6倍
$1.2B
营收增速更快
UPBD
高出9.9%
1.0%
净利率更高
EA
高出3.0%
1.7%
两年增速更快
UPBD
近两年复合增速
3.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.2B |
| 净利润 | $88.0M | $19.7M |
| 毛利率 | 73.8% | 49.0% |
| 营业利润率 | 6.7% | 4.8% |
| 净利率 | 4.6% | 1.7% |
| 营收同比 | 1.0% | 10.9% |
| 净利润同比 | -70.0% | -36.3% |
| 每股收益（稀释后） | $0.35 | $0.35 |
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EAUPBD
| Q4 25 | $1.9B | $1.2B | ||
| Q3 25 | $1.8B | $1.2B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.9B | $1.2B | ||
| Q4 24 | $1.9B | $1.1B | ||
| Q3 24 | $2.0B | $1.1B | ||
| Q2 24 | $1.7B | $1.1B | ||
| Q1 24 | $1.8B | $1.1B |
净利润EAUPBD
| Q4 25 | $88.0M | $19.7M | ||
| Q3 25 | $137.0M | $13.2M | ||
| Q2 25 | $201.0M | $15.5M | ||
| Q1 25 | $254.0M | $24.8M | ||
| Q4 24 | $293.0M | $31.0M | ||
| Q3 24 | $294.0M | $30.9M | ||
| Q2 24 | $280.0M | $33.9M | ||
| Q1 24 | $182.0M | $27.7M |
毛利率EAUPBD
| Q4 25 | 73.8% | 49.0% | ||
| Q3 25 | 75.9% | 48.3% | ||
| Q2 25 | 83.3% | 49.4% | ||
| Q1 25 | 80.6% | 46.8% | ||
| Q4 24 | 75.8% | 47.1% | ||
| Q3 24 | 77.5% | 47.8% | ||
| Q2 24 | 84.2% | 49.4% | ||
| Q1 24 | 79.9% | 48.3% |
营业利润率EAUPBD
| Q4 25 | 6.7% | 4.8% | ||
| Q3 25 | 10.9% | 4.5% | ||
| Q2 25 | 16.2% | 4.4% | ||
| Q1 25 | 20.8% | 5.3% | ||
| Q4 24 | 20.0% | 7.3% | ||
| Q3 24 | 19.0% | 6.6% | ||
| Q2 24 | 21.9% | 7.5% | ||
| Q1 24 | 13.2% | 5.6% |
净利率EAUPBD
| Q4 25 | 4.6% | 1.7% | ||
| Q3 25 | 7.4% | 1.1% | ||
| Q2 25 | 12.0% | 1.3% | ||
| Q1 25 | 13.4% | 2.1% | ||
| Q4 24 | 15.6% | 2.9% | ||
| Q3 24 | 14.5% | 2.9% | ||
| Q2 24 | 16.9% | 3.2% | ||
| Q1 24 | 10.2% | 2.5% |
每股收益（稀释后）EAUPBD
| Q4 25 | $0.35 | $0.35 | ||
| Q3 25 | $0.54 | $0.22 | ||
| Q2 25 | $0.79 | $0.26 | ||
| Q1 25 | $0.99 | $0.42 | ||
| Q4 24 | $1.11 | $0.55 | ||
| Q3 24 | $1.11 | $0.55 | ||
| Q2 24 | $1.04 | $0.61 | ||
| Q1 24 | $0.67 | $0.50 |
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 | $120.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.2B | $695.7M |
| 总资产 | $13.3B | $3.3B |
| 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EAUPBD
| Q4 25 | $2.8B | $120.5M | ||
| Q3 25 | $1.1B | $107.0M | ||
| Q2 25 | $1.5B | $106.8M | ||
| Q1 25 | $2.1B | $107.3M | ||
| Q4 24 | $2.8B | $60.9M | ||
| Q3 24 | $2.2B | $85.1M | ||
| Q2 24 | $2.4B | $82.5M | ||
| Q1 24 | $2.9B | $84.8M |
股东权益EAUPBD
| Q4 25 | $6.2B | $695.7M | ||
| Q3 25 | $6.0B | $687.3M | ||
| Q2 25 | $6.1B | $685.5M | ||
| Q1 25 | $6.4B | $679.2M | ||
| Q4 24 | $7.4B | $629.0M | ||
| Q3 24 | $7.4B | $611.8M | ||
| Q2 24 | $7.4B | $596.3M | ||
| Q1 24 | $7.5B | $578.3M |
总资产EAUPBD
| Q4 25 | $13.3B | $3.3B | ||
| Q3 25 | $11.9B | $3.2B | ||
| Q2 25 | $11.7B | $3.1B | ||
| Q1 25 | $12.4B | $3.0B | ||
| Q4 24 | $13.5B | $2.6B | ||
| Q3 24 | $13.1B | $2.6B | ||
| Q2 24 | $12.7B | $2.6B | ||
| Q1 24 | $13.4B | $2.6B |
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 | $41.6M |
| 自由现金流经营现金流 - 资本支出 | — | $24.0M |
| 自由现金流率自由现金流/营收 | — | 2.0% |
| 资本支出强度资本支出/营收 | — | 1.5% |
| 现金转化率经营现金流/净利润 | 20.75× | 2.11× |
| 过去12个月自由现金流最近4个季度 | — | $238.7M |
8季度趋势，按日历期对齐
经营现金流EAUPBD
| Q4 25 | $1.8B | $41.6M | ||
| Q3 25 | $130.0M | $118.4M | ||
| Q2 25 | $17.0M | $7.8M | ||
| Q1 25 | $549.0M | $137.7M | ||
| Q4 24 | $1.2B | $-61.9M | ||
| Q3 24 | $234.0M | $106.2M | ||
| Q2 24 | $120.0M | $15.0M | ||
| Q1 24 | $580.0M | $45.4M |
自由现金流EAUPBD
| Q4 25 | — | $24.0M | ||
| Q3 25 | — | $97.9M | ||
| Q2 25 | — | $-10.4M | ||
| Q1 25 | — | $127.2M | ||
| Q4 24 | — | $-74.0M | ||
| Q3 24 | — | $88.3M | ||
| Q2 24 | — | $613.0K | ||
| Q1 24 | — | $33.6M |
自由现金流率EAUPBD
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 8.4% | ||
| Q2 25 | — | -0.9% | ||
| Q1 25 | — | 10.8% | ||
| Q4 24 | — | -6.9% | ||
| Q3 24 | — | 8.3% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 3.1% |
资本支出强度EAUPBD
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 1.1% |
现金转化率EAUPBD
| Q4 25 | 20.75× | 2.11× | ||
| Q3 25 | 0.95× | 8.96× | ||
| Q2 25 | 0.08× | 0.50× | ||
| Q1 25 | 2.16× | 5.56× | ||
| Q4 24 | 4.01× | -2.00× | ||
| Q3 24 | 0.80× | 3.44× | ||
| Q2 24 | 0.43× | 0.44× | ||
| Q1 24 | 3.19× | 1.64× |
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% |
UPBD
暂无分部数据
