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Equifax（EFX）与第一太阳能（FSLR）财务数据对比。点击上方公司名可切换其他公司
第一太阳能的季度营收约是Equifax的1.0倍（$1.7B vs $1.6B），第一太阳能净利率更高（31.0% vs 10.4%，领先20.6%），Equifax同比增速更快（697.0% vs 11.1%），过去两年第一太阳能的营收复合增速更高（45.6% vs 7.4%）
Equifax是总部位于美国佐治亚州亚特兰大的跨国消费信用报告机构，与益博睿、环联并称全球三大消费信用报告机构，在全球范围内收集汇总了超过8亿名个人消费者及8800万家企业的相关信息。
第一太阳能是美国上市光伏面板制造商，1990年成立时名为Solar Cells, Inc.，1999年被True North Partners收购后改为现名。公司采用碲化镉（CdTe）半导体技术生产刚性薄膜光伏面板，旗下所有生产基地均提供退役面板回收服务。
EFX vs FSLR — 直观对比
营收规模更大
FSLR
是对方的1.0倍
$1.6B
营收增速更快
EFX
高出685.8%
11.1%
净利率更高
FSLR
高出20.6%
10.4%
两年增速更快
FSLR
近两年复合增速
7.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.7B |
| 净利润 | $171.5M | $520.9M |
| 毛利率 | — | 39.5% |
| 营业利润率 | 17.4% | 32.6% |
| 净利率 | 10.4% | 31.0% |
| 营收同比 | 697.0% | 11.1% |
| 净利润同比 | 28.9% | 32.5% |
| 每股收益（稀释后） | $120.80 | $4.84 |
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EFXFSLR
| Q2 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.7B | ||
| Q3 25 | $1.5B | $1.6B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.4B | $844.6M | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.4B | $887.7M | ||
| Q2 24 | $1.4B | $1.0B |
净利润EFXFSLR
| Q2 26 | $171.5M | — | ||
| Q4 25 | $175.7M | $520.9M | ||
| Q3 25 | $160.2M | $455.9M | ||
| Q2 25 | $191.3M | $341.9M | ||
| Q1 25 | $133.1M | $209.5M | ||
| Q4 24 | $174.0M | $393.1M | ||
| Q3 24 | $141.3M | $313.0M | ||
| Q2 24 | $163.9M | $349.4M |
毛利率EFXFSLR
| Q2 26 | — | — | ||
| Q4 25 | — | 39.5% | ||
| Q3 25 | — | 38.3% | ||
| Q2 25 | — | 45.6% | ||
| Q1 25 | — | 40.8% | ||
| Q4 24 | — | 37.5% | ||
| Q3 24 | — | 50.2% | ||
| Q2 24 | — | 49.4% |
营业利润率EFXFSLR
| Q2 26 | 17.4% | — | ||
| Q4 25 | 18.3% | 32.6% | ||
| Q3 25 | 17.1% | 29.2% | ||
| Q2 25 | 20.2% | 33.0% | ||
| Q1 25 | 16.4% | 26.2% | ||
| Q4 24 | 20.3% | 30.2% | ||
| Q3 24 | 17.1% | 36.3% | ||
| Q2 24 | 19.7% | 36.9% |
净利率EFXFSLR
| Q2 26 | 10.4% | — | ||
| Q4 25 | 11.3% | 31.0% | ||
| Q3 25 | 10.4% | 28.6% | ||
| Q2 25 | 12.4% | 31.2% | ||
| Q1 25 | 9.2% | 24.8% | ||
| Q4 24 | 12.3% | 26.0% | ||
| Q3 24 | 9.8% | 35.3% | ||
| Q2 24 | 11.5% | 34.6% |
每股收益（稀释后）EFXFSLR
| Q2 26 | $120.80 | — | ||
| Q4 25 | $1.44 | $4.84 | ||
| Q3 25 | $1.29 | $4.24 | ||
| Q2 25 | $1.53 | $3.18 | ||
| Q1 25 | $1.06 | $1.95 | ||
| Q4 24 | $1.40 | $3.66 | ||
| Q3 24 | $1.13 | $2.91 | ||
| Q2 24 | $1.31 | $3.25 |
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 | $183.4M | $2.8B |
| 总债务越低越好 | $5.3B | — |
| 股东权益账面价值 | $4.6B | $9.5B |
| 总资产 | $11.9B | $13.3B |
| 负债/权益比越低杠杆越低 | 1.16× | — |
8季度趋势，按日历期对齐
现金及短期投资EFXFSLR
| Q2 26 | $183.4M | — | ||
| Q4 25 | $180.8M | $2.8B | ||
| Q3 25 | $189.0M | $2.0B | ||
| Q2 25 | $189.0M | $1.1B | ||
| Q1 25 | $195.2M | $837.6M | ||
| Q4 24 | $169.9M | $1.6B | ||
| Q3 24 | $468.2M | $1.0B | ||
| Q2 24 | $181.9M | $1.7B |
总债务EFXFSLR
| Q2 26 | $5.3B | — | ||
| Q4 25 | $5.1B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益EFXFSLR
| Q2 26 | $4.6B | — | ||
| Q4 25 | $4.6B | $9.5B | ||
| Q3 25 | $4.9B | $9.0B | ||
| Q2 25 | $5.1B | $8.5B | ||
| Q1 25 | $5.0B | $8.2B | ||
| Q4 24 | $4.8B | $8.0B | ||
| Q3 24 | $4.9B | $7.6B | ||
| Q2 24 | $4.7B | $7.3B |
总资产EFXFSLR
| Q2 26 | $11.9B | — | ||
| Q4 25 | $11.9B | $13.3B | ||
| Q3 25 | $11.8B | $13.5B | ||
| Q2 25 | $11.9B | $12.9B | ||
| Q1 25 | $11.9B | $12.1B | ||
| Q4 24 | $11.8B | $12.1B | ||
| Q3 24 | $12.3B | $11.4B | ||
| Q2 24 | $12.2B | $11.0B |
负债/权益比EFXFSLR
| Q2 26 | 1.16× | — | ||
| Q4 25 | 1.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.05× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $1.2B |
| 自由现金流经营现金流 - 资本支出 | — | $1.1B |
| 自由现金流率自由现金流/营收 | — | 63.6% |
| 资本支出强度资本支出/营收 | 7.3% | 10.2% |
| 现金转化率经营现金流/净利润 | — | 2.38× |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势，按日历期对齐
经营现金流EFXFSLR
| Q2 26 | — | — | ||
| Q4 25 | $470.8M | $1.2B | ||
| Q3 25 | $559.9M | $1.3B | ||
| Q2 25 | $361.1M | $149.6M | ||
| Q1 25 | $223.9M | $-608.0M | ||
| Q4 24 | $324.8M | $811.0M | ||
| Q3 24 | $479.5M | $-53.7M | ||
| Q2 24 | $267.5M | $193.0M |
自由现金流EFXFSLR
| Q2 26 | — | — | ||
| Q4 25 | $340.8M | $1.1B | ||
| Q3 25 | $437.9M | $1.1B | ||
| Q2 25 | $238.9M | $-138.6M | ||
| Q1 25 | $116.7M | $-813.9M | ||
| Q4 24 | $205.9M | $497.5M | ||
| Q3 24 | $355.5M | $-487.7M | ||
| Q2 24 | $130.8M | $-172.1M |
自由现金流率EFXFSLR
| Q2 26 | — | — | ||
| Q4 25 | 22.0% | 63.6% | ||
| Q3 25 | 28.3% | 67.1% | ||
| Q2 25 | 15.5% | -12.6% | ||
| Q1 25 | 8.1% | -96.4% | ||
| Q4 24 | 14.5% | 32.9% | ||
| Q3 24 | 24.7% | -54.9% | ||
| Q2 24 | 9.1% | -17.0% |
资本支出强度EFXFSLR
| Q2 26 | 7.3% | — | ||
| Q4 25 | 8.4% | 10.2% | ||
| Q3 25 | 7.9% | 12.8% | ||
| Q2 25 | 8.0% | 26.3% | ||
| Q1 25 | 7.4% | 24.4% | ||
| Q4 24 | 8.4% | 20.7% | ||
| Q3 24 | 8.6% | 48.9% | ||
| Q2 24 | 9.6% | 36.1% |
现金转化率EFXFSLR
| Q2 26 | — | — | ||
| Q4 25 | 2.68× | 2.38× | ||
| Q3 25 | 3.50× | 2.79× | ||
| Q2 25 | 1.89× | 0.44× | ||
| Q1 25 | 1.68× | -2.90× | ||
| Q4 24 | 1.87× | 2.06× | ||
| Q3 24 | 3.39× | -0.17× | ||
| Q2 24 | 1.63× | 0.55× |
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
EFX
| Verification Services | $571.4M | 35% |
| Online Information Solutions | $448.1M | 27% |
| Other | $381.5M | 23% |
| Employer Services | $116.4M | 7% |
| Asia Pacific | $79.7M | 5% |
| Financial Marketing Services | $51.8M | 3% |
FSLR
暂无分部数据
