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Equifax（EFX）与摩森康胜饮品公司（TAP）财务数据对比。点击上方公司名可切换其他公司
摩森康胜饮品公司的季度营收约是Equifax的1.9倍（$3.1B vs $1.6B），Equifax净利率更高（10.4% vs 7.6%，领先2.8%），Equifax同比增速更快（697.0% vs -3.6%），过去两年Equifax的营收复合增速更高（7.4% vs 1.2%）
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。
摩森康胜饮品公司是一家美加合资的跨国饮料酿造企业，旗下拥有多款知名酒精及非酒精饮品产品线，业务覆盖全球多个国家和地区，目前在伊利诺伊州芝加哥与魁北克省蒙特利尔设有双总部。
EFX vs TAP — 直观对比
营收规模更大
TAP
是对方的1.9倍
$1.6B
营收增速更快
EFX
高出700.6%
-3.6%
净利率更高
EFX
高出2.8%
7.6%
两年增速更快
EFX
近两年复合增速
1.2%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $3.1B |
| 净利润 | $171.5M | $238.3M |
| 毛利率 | — | 31.0% |
| 营业利润率 | 17.4% | 10.4% |
| 净利率 | 10.4% | 7.6% |
| 营收同比 | 697.0% | -3.6% |
| 净利润同比 | 28.9% | -17.2% |
| 每股收益（稀释后） | $120.80 | $1.32 |
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EFXTAP
| Q2 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $3.1B | ||
| Q3 25 | $1.5B | $3.5B | ||
| Q2 25 | $1.5B | $3.7B | ||
| Q1 25 | $1.4B | $2.7B | ||
| Q4 24 | $1.4B | $3.2B | ||
| Q3 24 | $1.4B | $3.6B | ||
| Q2 24 | $1.4B | $3.8B |
净利润EFXTAP
| Q2 26 | $171.5M | — | ||
| Q4 25 | $175.7M | $238.3M | ||
| Q3 25 | $160.2M | $-2.9B | ||
| Q2 25 | $191.3M | $428.7M | ||
| Q1 25 | $133.1M | $121.0M | ||
| Q4 24 | $174.0M | $287.8M | ||
| Q3 24 | $141.3M | $199.8M | ||
| Q2 24 | $163.9M | $427.0M |
毛利率EFXTAP
| Q2 26 | — | — | ||
| Q4 25 | — | 31.0% | ||
| Q3 25 | — | 33.7% | ||
| Q2 25 | — | 34.3% | ||
| Q1 25 | — | 31.6% | ||
| Q4 24 | — | 32.0% | ||
| Q3 24 | — | 33.4% | ||
| Q2 24 | — | 34.6% |
营业利润率EFXTAP
| Q2 26 | 17.4% | — | ||
| Q4 25 | 18.3% | 10.4% | ||
| Q3 25 | 17.1% | -98.5% | ||
| Q2 25 | 20.2% | 15.6% | ||
| Q1 25 | 16.4% | 6.9% | ||
| Q4 24 | 20.3% | 12.0% | ||
| Q3 24 | 17.1% | 12.5% | ||
| Q2 24 | 19.7% | 15.6% |
净利率EFXTAP
| Q2 26 | 10.4% | — | ||
| Q4 25 | 11.3% | 7.6% | ||
| Q3 25 | 10.4% | -84.0% | ||
| Q2 25 | 12.4% | 11.5% | ||
| Q1 25 | 9.2% | 4.5% | ||
| Q4 24 | 12.3% | 8.9% | ||
| Q3 24 | 9.8% | 5.5% | ||
| Q2 24 | 11.5% | 11.1% |
每股收益（稀释后）EFXTAP
| Q2 26 | $120.80 | — | ||
| Q4 25 | $1.44 | $1.32 | ||
| Q3 25 | $1.29 | $-14.79 | ||
| Q2 25 | $1.53 | $2.13 | ||
| Q1 25 | $1.06 | $0.59 | ||
| Q4 24 | $1.40 | $1.39 | ||
| Q3 24 | $1.13 | $0.96 | ||
| Q2 24 | $1.31 | $2.03 |
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 | $896.5M |
| 总债务越低越好 | $5.3B | $6.3B |
| 股东权益账面价值 | $4.6B | $10.2B |
| 总资产 | $11.9B | $22.7B |
| 负债/权益比越低杠杆越低 | 1.16× | 0.61× |
8季度趋势，按日历期对齐
现金及短期投资EFXTAP
| Q2 26 | $183.4M | — | ||
| Q4 25 | $180.8M | $896.5M | ||
| Q3 25 | $189.0M | $950.2M | ||
| Q2 25 | $189.0M | $613.8M | ||
| Q1 25 | $195.2M | $412.7M | ||
| Q4 24 | $169.9M | $969.3M | ||
| Q3 24 | $468.2M | $1.0B | ||
| Q2 24 | $181.9M | $1.6B |
总债务EFXTAP
| Q2 26 | $5.3B | — | ||
| Q4 25 | $5.1B | $6.3B | ||
| Q3 25 | — | $6.3B | ||
| Q2 25 | — | $6.3B | ||
| Q1 25 | — | $6.2B | ||
| Q4 24 | $5.0B | $6.1B | ||
| Q3 24 | — | $6.2B | ||
| Q2 24 | — | $7.0B |
股东权益EFXTAP
| Q2 26 | $4.6B | — | ||
| Q4 25 | $4.6B | $10.2B | ||
| Q3 25 | $4.9B | $10.3B | ||
| Q2 25 | $5.1B | $13.4B | ||
| Q1 25 | $5.0B | $13.1B | ||
| Q4 24 | $4.8B | $13.1B | ||
| Q3 24 | $4.9B | $13.3B | ||
| Q2 24 | $4.7B | $13.2B |
总资产EFXTAP
| Q2 26 | $11.9B | — | ||
| Q4 25 | $11.9B | $22.7B | ||
| Q3 25 | $11.8B | $22.9B | ||
| Q2 25 | $11.9B | $26.8B | ||
| Q1 25 | $11.9B | $25.9B | ||
| Q4 24 | $11.8B | $26.1B | ||
| Q3 24 | $12.3B | $26.6B | ||
| Q2 24 | $12.2B | $27.4B |
负债/权益比EFXTAP
| Q2 26 | 1.16× | — | ||
| Q4 25 | 1.11× | 0.61× | ||
| Q3 25 | — | 0.61× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.47× | ||
| Q4 24 | 1.05× | 0.47× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.53× |
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 | — | $540.7M |
| 自由现金流经营现金流 - 资本支出 | — | $357.8M |
| 自由现金流率自由现金流/营收 | — | 11.4% |
| 资本支出强度资本支出/营收 | 7.3% | 5.9% |
| 现金转化率经营现金流/净利润 | — | 2.27× |
| 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EFXTAP
| Q2 26 | — | — | ||
| Q4 25 | $470.8M | $540.7M | ||
| Q3 25 | $559.9M | $616.1M | ||
| Q2 25 | $361.1M | $718.3M | ||
| Q1 25 | $223.9M | $-90.7M | ||
| Q4 24 | $324.8M | $494.5M | ||
| Q3 24 | $479.5M | $521.2M | ||
| Q2 24 | $267.5M | $869.2M |
自由现金流EFXTAP
| Q2 26 | — | — | ||
| Q4 25 | $340.8M | $357.8M | ||
| Q3 25 | $437.9M | $483.0M | ||
| Q2 25 | $238.9M | $555.0M | ||
| Q1 25 | $116.7M | $-328.0M | ||
| Q4 24 | $205.9M | $383.4M | ||
| Q3 24 | $355.5M | $350.4M | ||
| Q2 24 | $130.8M | $691.7M |
自由现金流率EFXTAP
| Q2 26 | — | — | ||
| Q4 25 | 22.0% | 11.4% | ||
| Q3 25 | 28.3% | 13.9% | ||
| Q2 25 | 15.5% | 14.8% | ||
| Q1 25 | 8.1% | -12.2% | ||
| Q4 24 | 14.5% | 11.8% | ||
| Q3 24 | 24.7% | 9.7% | ||
| Q2 24 | 9.1% | 18.0% |
资本支出强度EFXTAP
| Q2 26 | 7.3% | — | ||
| Q4 25 | 8.4% | 5.9% | ||
| Q3 25 | 7.9% | 3.8% | ||
| Q2 25 | 8.0% | 4.4% | ||
| Q1 25 | 7.4% | 8.8% | ||
| Q4 24 | 8.4% | 3.4% | ||
| Q3 24 | 8.6% | 4.7% | ||
| Q2 24 | 9.6% | 4.6% |
现金转化率EFXTAP
| Q2 26 | — | — | ||
| Q4 25 | 2.68× | 2.27× | ||
| Q3 25 | 3.50× | — | ||
| Q2 25 | 1.89× | 1.68× | ||
| Q1 25 | 1.68× | -0.75× | ||
| Q4 24 | 1.87× | 1.72× | ||
| Q3 24 | 3.39× | 2.61× | ||
| Q2 24 | 1.63× | 2.04× |
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% |
TAP
暂无分部数据
