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美国艺电（EA）与Workday, Inc.（WDAY）财务数据对比。点击上方公司名可切换其他公司
Workday, Inc.的季度营收约是美国艺电的1.3倍（$2.4B vs $1.9B），Workday, Inc.净利率更高（10.4% vs 4.6%，领先5.7%），Workday, Inc.同比增速更快（12.6% vs 1.0%），过去两年Workday, Inc.的营收复合增速更高（12.5% 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。
Workday是全球领先的企业级云软件供应商，核心产品覆盖人力资本管理、财务管理及企业资源规划解决方案，主要服务教育、医疗、金融、科技等行业的中大型机构，业务遍布北美、欧洲、亚太等全球主要市场。
EA vs WDAY — 直观对比
营收规模更大
WDAY
是对方的1.3倍
$1.9B
营收增速更快
WDAY
高出11.6%
1.0%
净利率更高
WDAY
高出5.7%
4.6%
两年增速更快
WDAY
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 | $252.0M |
| 毛利率 | 73.8% | — |
| 营业利润率 | 6.7% | 10.6% |
| 净利率 | 4.6% | 10.4% |
| 营收同比 | 1.0% | 12.6% |
| 净利润同比 | -70.0% | 30.6% |
| 每股收益（稀释后） | $0.35 | $0.94 |
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EAWDAY
| Q4 25 | $1.9B | $2.4B | ||
| Q3 25 | $1.8B | $2.3B | ||
| Q2 25 | $1.7B | $2.2B | ||
| Q1 25 | $1.9B | $2.2B | ||
| Q4 24 | $1.9B | $2.2B | ||
| Q3 24 | $2.0B | $2.1B | ||
| Q2 24 | $1.7B | $2.0B | ||
| Q1 24 | $1.8B | $1.9B |
净利润EAWDAY
| Q4 25 | $88.0M | $252.0M | ||
| Q3 25 | $137.0M | $228.0M | ||
| Q2 25 | $201.0M | $68.0M | ||
| Q1 25 | $254.0M | $94.0M | ||
| Q4 24 | $293.0M | $193.0M | ||
| Q3 24 | $294.0M | $132.0M | ||
| Q2 24 | $280.0M | $107.0M | ||
| Q1 24 | $182.0M | $1.2B |
毛利率EAWDAY
| Q4 25 | 73.8% | — | ||
| Q3 25 | 75.9% | — | ||
| Q2 25 | 83.3% | — | ||
| Q1 25 | 80.6% | — | ||
| Q4 24 | 75.8% | — | ||
| Q3 24 | 77.5% | — | ||
| Q2 24 | 84.2% | — | ||
| Q1 24 | 79.9% | — |
营业利润率EAWDAY
| Q4 25 | 6.7% | 10.6% | ||
| Q3 25 | 10.9% | 10.6% | ||
| Q2 25 | 16.2% | 1.7% | ||
| Q1 25 | 20.8% | 3.4% | ||
| Q4 24 | 20.0% | 7.6% | ||
| Q3 24 | 19.0% | 5.3% | ||
| Q2 24 | 21.9% | 3.2% | ||
| Q1 24 | 13.2% | 4.1% |
净利率EAWDAY
| Q4 25 | 4.6% | 10.4% | ||
| Q3 25 | 7.4% | 9.7% | ||
| Q2 25 | 12.0% | 3.0% | ||
| Q1 25 | 13.4% | 4.3% | ||
| Q4 24 | 15.6% | 8.9% | ||
| Q3 24 | 14.5% | 6.3% | ||
| Q2 24 | 16.9% | 5.4% | ||
| Q1 24 | 10.2% | 61.8% |
每股收益（稀释后）EAWDAY
| Q4 25 | $0.35 | $0.94 | ||
| Q3 25 | $0.54 | $0.84 | ||
| Q2 25 | $0.79 | $0.25 | ||
| Q1 25 | $0.99 | $0.34 | ||
| Q4 24 | $1.11 | $0.72 | ||
| Q3 24 | $1.11 | $0.49 | ||
| Q2 24 | $1.04 | $0.40 | ||
| Q1 24 | $0.67 | $4.48 |
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 | $6.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.2B | $8.9B |
| 总资产 | $13.3B | $17.8B |
| 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EAWDAY
| Q4 25 | $2.8B | $6.8B | ||
| Q3 25 | $1.1B | $8.2B | ||
| Q2 25 | $1.5B | $8.0B | ||
| Q1 25 | $2.1B | $8.0B | ||
| Q4 24 | $2.8B | $7.2B | ||
| Q3 24 | $2.2B | $7.4B | ||
| Q2 24 | $2.4B | $7.2B | ||
| Q1 24 | $2.9B | $7.8B |
总债务EAWDAY
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $3.0B |
股东权益EAWDAY
| Q4 25 | $6.2B | $8.9B | ||
| Q3 25 | $6.0B | $9.2B | ||
| Q2 25 | $6.1B | $8.9B | ||
| Q1 25 | $6.4B | $9.0B | ||
| Q4 24 | $7.4B | $8.6B | ||
| Q3 24 | $7.4B | $8.3B | ||
| Q2 24 | $7.4B | $8.2B | ||
| Q1 24 | $7.5B | $8.1B |
总资产EAWDAY
| Q4 25 | $13.3B | $17.8B | ||
| Q3 25 | $11.9B | $18.0B | ||
| Q2 25 | $11.7B | $17.2B | ||
| Q1 25 | $12.4B | $18.0B | ||
| Q4 24 | $13.5B | $16.4B | ||
| Q3 24 | $13.1B | $16.2B | ||
| Q2 24 | $12.7B | $15.9B | ||
| Q1 24 | $13.4B | $16.5B |
负债/权益比EAWDAY
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.37× | ||
| Q1 24 | — | 0.37× |
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 | $588.0M |
| 自由现金流经营现金流 - 资本支出 | — | $550.0M |
| 自由现金流率自由现金流/营收 | — | 22.6% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | 20.75× | 2.33× |
| 过去12个月自由现金流最近4个季度 | — | $2.6B |
8季度趋势，按日历期对齐
经营现金流EAWDAY
| Q4 25 | $1.8B | $588.0M | ||
| Q3 25 | $130.0M | $616.0M | ||
| Q2 25 | $17.0M | $457.0M | ||
| Q1 25 | $549.0M | $1.1B | ||
| Q4 24 | $1.2B | $406.0M | ||
| Q3 24 | $234.0M | $571.0M | ||
| Q2 24 | $120.0M | $372.0M | ||
| Q1 24 | $580.0M | $995.6M |
自由现金流EAWDAY
| Q4 25 | — | $550.0M | ||
| Q3 25 | — | $588.0M | ||
| Q2 25 | — | $421.0M | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $359.0M | ||
| Q3 24 | — | $516.0M | ||
| Q2 24 | — | $291.0M | ||
| Q1 24 | — | $947.6M |
自由现金流率EAWDAY
| Q4 25 | — | 22.6% | ||
| Q3 25 | — | 25.0% | ||
| Q2 25 | — | 18.8% | ||
| Q1 25 | — | 46.4% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 24.7% | ||
| Q2 24 | — | 14.6% | ||
| Q1 24 | — | 49.3% |
资本支出强度EAWDAY
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 4.1% | ||
| Q1 24 | — | 2.5% |
现金转化率EAWDAY
| Q4 25 | 20.75× | 2.33× | ||
| Q3 25 | 0.95× | 2.70× | ||
| Q2 25 | 0.08× | 6.72× | ||
| Q1 25 | 2.16× | 11.83× | ||
| Q4 24 | 4.01× | 2.10× | ||
| Q3 24 | 0.80× | 4.33× | ||
| Q2 24 | 0.43× | 3.48× | ||
| Q1 24 | 3.19× | 0.84× |
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% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
