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Equifax（EFX）与亨斯迈（HUN）财务数据对比。点击上方公司名可切换其他公司
Equifax的季度营收约是亨斯迈的1.2倍（$1.6B vs $1.4B），Equifax净利率更高（10.4% vs -7.1%，领先17.5%），Equifax同比增速更快（697.0% vs -6.7%），过去两年Equifax的营收复合增速更高（7.4% vs -4.0%）
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。
亨斯迈公司是总部位于美国得克萨斯州伍德兰兹的全球化化工巨头，面向消费端与工业客户生产、销售各类化工产品，主营聚氨酯、高性能材料及胶粘剂，客户覆盖宝马、通用电气、雪佛龙、宝洁、联合利华等知名品牌。目前公司在全球25个国家设有60余处生产、研发及运营基地，员工约7000人。
EFX vs HUN — 直观对比
营收规模更大
EFX
是对方的1.2倍
$1.4B
营收增速更快
EFX
高出703.6%
-6.7%
净利率更高
EFX
高出17.5%
-7.1%
两年增速更快
EFX
近两年复合增速
-4.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.4B |
| 净利润 | $171.5M | $-96.0M |
| 毛利率 | — | 12.1% |
| 营业利润率 | 17.4% | -4.4% |
| 净利率 | 10.4% | -7.1% |
| 营收同比 | 697.0% | -6.7% |
| 净利润同比 | 28.9% | 31.9% |
| 每股收益（稀释后） | $120.80 | $-0.56 |
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EFXHUN
| Q2 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.5B | $1.5B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.4B | $1.6B |
净利润EFXHUN
| Q2 26 | $171.5M | — | ||
| Q4 25 | $175.7M | $-96.0M | ||
| Q3 25 | $160.2M | $-25.0M | ||
| Q2 25 | $191.3M | $-158.0M | ||
| Q1 25 | $133.1M | $-5.0M | ||
| Q4 24 | $174.0M | $-141.0M | ||
| Q3 24 | $141.3M | $-33.0M | ||
| Q2 24 | $163.9M | $22.0M |
毛利率EFXHUN
| Q2 26 | — | — | ||
| Q4 25 | — | 12.1% | ||
| Q3 25 | — | 14.0% | ||
| Q2 25 | — | 12.5% | ||
| Q1 25 | — | 14.3% | ||
| Q4 24 | — | 12.9% | ||
| Q3 24 | — | 15.2% | ||
| Q2 24 | — | 15.4% |
营业利润率EFXHUN
| Q2 26 | 17.4% | — | ||
| Q4 25 | 18.3% | -4.4% | ||
| Q3 25 | 17.1% | 0.4% | ||
| Q2 25 | 20.2% | -8.2% | ||
| Q1 25 | 16.4% | 3.0% | ||
| Q4 24 | 20.3% | -4.3% | ||
| Q3 24 | 17.1% | 2.7% | ||
| Q2 24 | 19.7% | 2.2% |
净利率EFXHUN
| Q2 26 | 10.4% | — | ||
| Q4 25 | 11.3% | -7.1% | ||
| Q3 25 | 10.4% | -1.7% | ||
| Q2 25 | 12.4% | -10.8% | ||
| Q1 25 | 9.2% | -0.4% | ||
| Q4 24 | 12.3% | -9.7% | ||
| Q3 24 | 9.8% | -2.1% | ||
| Q2 24 | 11.5% | 1.4% |
每股收益（稀释后）EFXHUN
| Q2 26 | $120.80 | — | ||
| Q4 25 | $1.44 | $-0.56 | ||
| Q3 25 | $1.29 | $-0.14 | ||
| Q2 25 | $1.53 | $-0.92 | ||
| Q1 25 | $1.06 | $-0.03 | ||
| Q4 24 | $1.40 | $-0.82 | ||
| Q3 24 | $1.13 | $-0.19 | ||
| Q2 24 | $1.31 | $0.13 |
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 | $429.0M |
| 总债务越低越好 | $5.3B | $2.0B |
| 股东权益账面价值 | $4.6B | $2.8B |
| 总资产 | $11.9B | $7.0B |
| 负债/权益比越低杠杆越低 | 1.16× | 0.73× |
8季度趋势，按日历期对齐
现金及短期投资EFXHUN
| Q2 26 | $183.4M | — | ||
| Q4 25 | $180.8M | $429.0M | ||
| Q3 25 | $189.0M | $468.0M | ||
| Q2 25 | $189.0M | $399.0M | ||
| Q1 25 | $195.2M | $334.0M | ||
| Q4 24 | $169.9M | $340.0M | ||
| Q3 24 | $468.2M | $330.0M | ||
| Q2 24 | $181.9M | $335.0M |
总债务EFXHUN
| Q2 26 | $5.3B | — | ||
| Q4 25 | $5.1B | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $5.0B | $1.8B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.9B |
股东权益EFXHUN
| Q2 26 | $4.6B | — | ||
| Q4 25 | $4.6B | $2.8B | ||
| Q3 25 | $4.9B | $2.8B | ||
| Q2 25 | $5.1B | $2.8B | ||
| Q1 25 | $5.0B | $3.0B | ||
| Q4 24 | $4.8B | $3.0B | ||
| Q3 24 | $4.9B | $3.1B | ||
| Q2 24 | $4.7B | $3.1B |
总资产EFXHUN
| Q2 26 | $11.9B | — | ||
| Q4 25 | $11.9B | $7.0B | ||
| Q3 25 | $11.8B | $7.1B | ||
| Q2 25 | $11.9B | $7.1B | ||
| Q1 25 | $11.9B | $7.2B | ||
| Q4 24 | $11.8B | $7.1B | ||
| Q3 24 | $12.3B | $7.3B | ||
| Q2 24 | $12.2B | $7.3B |
负债/权益比EFXHUN
| Q2 26 | 1.16× | — | ||
| Q4 25 | 1.11× | 0.73× | ||
| Q3 25 | — | 0.73× | ||
| Q2 25 | — | 0.72× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | 1.05× | 0.62× | ||
| Q3 24 | — | 0.60× | ||
| Q2 24 | — | 0.62× |
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 | — | $76.0M |
| 自由现金流经营现金流 - 资本支出 | — | $19.0M |
| 自由现金流率自由现金流/营收 | — | 1.4% |
| 资本支出强度资本支出/营收 | 7.3% | 4.2% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $116.0M |
8季度趋势，按日历期对齐
经营现金流EFXHUN
| Q2 26 | — | — | ||
| Q4 25 | $470.8M | $76.0M | ||
| Q3 25 | $559.9M | $196.0M | ||
| Q2 25 | $361.1M | $91.0M | ||
| Q1 25 | $223.9M | $-74.0M | ||
| Q4 24 | $324.8M | $153.0M | ||
| Q3 24 | $479.5M | $129.0M | ||
| Q2 24 | $267.5M | $46.0M |
自由现金流EFXHUN
| Q2 26 | — | — | ||
| Q4 25 | $340.8M | $19.0M | ||
| Q3 25 | $437.9M | $153.0M | ||
| Q2 25 | $238.9M | $54.0M | ||
| Q1 25 | $116.7M | $-110.0M | ||
| Q4 24 | $205.9M | $102.0M | ||
| Q3 24 | $355.5M | $88.0M | ||
| Q2 24 | $130.8M | $-4.0M |
自由现金流率EFXHUN
| Q2 26 | — | — | ||
| Q4 25 | 22.0% | 1.4% | ||
| Q3 25 | 28.3% | 10.5% | ||
| Q2 25 | 15.5% | 3.7% | ||
| Q1 25 | 8.1% | -7.8% | ||
| Q4 24 | 14.5% | 7.0% | ||
| Q3 24 | 24.7% | 5.7% | ||
| Q2 24 | 9.1% | -0.3% |
资本支出强度EFXHUN
| Q2 26 | 7.3% | — | ||
| Q4 25 | 8.4% | 4.2% | ||
| Q3 25 | 7.9% | 2.9% | ||
| Q2 25 | 8.0% | 2.5% | ||
| Q1 25 | 7.4% | 2.6% | ||
| Q4 24 | 8.4% | 3.5% | ||
| Q3 24 | 8.6% | 2.7% | ||
| Q2 24 | 9.6% | 3.2% |
现金转化率EFXHUN
| Q2 26 | — | — | ||
| Q4 25 | 2.68× | — | ||
| Q3 25 | 3.50× | — | ||
| Q2 25 | 1.89× | — | ||
| Q1 25 | 1.68× | — | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 3.39× | — | ||
| Q2 24 | 1.63× | 2.09× |
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% |
HUN
| Diversified | $897.0M | 66% |
| Specialty | $231.0M | 17% |
| Performance Products | $113.0M | 8% |
| Advanced Materials | $61.0M | 5% |
| Related Party Customers | $19.0M | 1% |
| Other | $12.0M | 1% |
