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Equifax（EFX）与捷迈邦美（ZBH）财务数据对比。点击上方公司名可切换其他公司
捷迈邦美的季度营收约是Equifax的1.3倍（$2.1B vs $1.6B），捷迈邦美净利率更高（11.4% vs 10.4%，领先1.0%），Equifax同比增速更快（697.0% vs 9.3%），过去两年Equifax的营收复合增速更高（7.4% vs 3.7%）
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。
捷迈邦美是一家美国上市的医疗设备企业，1927年成立，最初以生产铝制夹板为核心业务，总部设于印第安纳州华沙市，是当地医疗设备产业集群的核心成员，在全球骨科医疗器械领域拥有较高知名度。
EFX vs ZBH — 直观对比
营收规模更大
ZBH
是对方的1.3倍
$1.6B
营收增速更快
EFX
高出687.7%
9.3%
净利率更高
ZBH
高出1.0%
10.4%
两年增速更快
EFX
近两年复合增速
3.7%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $2.1B |
| 净利润 | $171.5M | $238.3M |
| 毛利率 | — | 64.6% |
| 营业利润率 | 17.4% | 17.9% |
| 净利率 | 10.4% | 11.4% |
| 营收同比 | 697.0% | 9.3% |
| 净利润同比 | 28.9% | 30.5% |
| 每股收益（稀释后） | $120.80 | $1.22 |
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EFXZBH
| Q2 26 | $1.6B | — | ||
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.6B | $2.2B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.4B | $1.9B | ||
| Q4 24 | $1.4B | $2.0B | ||
| Q3 24 | $1.4B | $1.8B |
净利润EFXZBH
| Q2 26 | $171.5M | — | ||
| Q1 26 | — | $238.3M | ||
| Q4 25 | $175.7M | $139.4M | ||
| Q3 25 | $160.2M | $230.9M | ||
| Q2 25 | $191.3M | $152.8M | ||
| Q1 25 | $133.1M | $182.0M | ||
| Q4 24 | $174.0M | $239.5M | ||
| Q3 24 | $141.3M | $249.1M |
毛利率EFXZBH
| Q2 26 | — | — | ||
| Q1 26 | — | 64.6% | ||
| Q4 25 | — | 64.7% | ||
| Q3 25 | — | 72.1% | ||
| Q2 25 | — | 71.5% | ||
| Q1 25 | — | 71.2% | ||
| Q4 24 | — | 71.0% | ||
| Q3 24 | — | 70.5% |
营业利润率EFXZBH
| Q2 26 | 17.4% | — | ||
| Q1 26 | — | 17.9% | ||
| Q4 25 | 18.3% | 6.9% | ||
| Q3 25 | 17.1% | 17.6% | ||
| Q2 25 | 20.2% | 14.4% | ||
| Q1 25 | 16.4% | 15.3% | ||
| Q4 24 | 20.3% | 19.2% | ||
| Q3 24 | 17.1% | 15.3% |
净利率EFXZBH
| Q2 26 | 10.4% | — | ||
| Q1 26 | — | 11.4% | ||
| Q4 25 | 11.3% | 6.2% | ||
| Q3 25 | 10.4% | 11.5% | ||
| Q2 25 | 12.4% | 7.4% | ||
| Q1 25 | 9.2% | 9.5% | ||
| Q4 24 | 12.3% | 11.8% | ||
| Q3 24 | 9.8% | 13.7% |
每股收益（稀释后）EFXZBH
| Q2 26 | $120.80 | — | ||
| Q1 26 | — | $1.22 | ||
| Q4 25 | $1.44 | $0.71 | ||
| Q3 25 | $1.29 | $1.16 | ||
| Q2 25 | $1.53 | $0.77 | ||
| Q1 25 | $1.06 | $0.91 | ||
| Q4 24 | $1.40 | $1.18 | ||
| Q3 24 | $1.13 | $1.23 |
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 | $424.2M |
| 总债务越低越好 | $5.3B | $7.5B |
| 股东权益账面价值 | $4.6B | $12.7B |
| 总资产 | $11.9B | $22.7B |
| 负债/权益比越低杠杆越低 | 1.16× | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资EFXZBH
| Q2 26 | $183.4M | — | ||
| Q1 26 | — | $424.2M | ||
| Q4 25 | $180.8M | $591.9M | ||
| Q3 25 | $189.0M | $1.3B | ||
| Q2 25 | $189.0M | $556.9M | ||
| Q1 25 | $195.2M | $1.4B | ||
| Q4 24 | $169.9M | $525.5M | ||
| Q3 24 | $468.2M | $569.0M |
总债务EFXZBH
| Q2 26 | $5.3B | — | ||
| Q1 26 | — | $7.5B | ||
| Q4 25 | $5.1B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | — | — |
股东权益EFXZBH
| Q2 26 | $4.6B | — | ||
| Q1 26 | — | $12.7B | ||
| Q4 25 | $4.6B | $12.7B | ||
| Q3 25 | $4.9B | $12.8B | ||
| Q2 25 | $5.1B | $12.5B | ||
| Q1 25 | $5.0B | $12.4B | ||
| Q4 24 | $4.8B | $12.5B | ||
| Q3 24 | $4.9B | $12.4B |
总资产EFXZBH
| Q2 26 | $11.9B | — | ||
| Q1 26 | — | $22.7B | ||
| Q4 25 | $11.9B | $23.1B | ||
| Q3 25 | $11.8B | $23.5B | ||
| Q2 25 | $11.9B | $22.9B | ||
| Q1 25 | $11.9B | $22.2B | ||
| Q4 24 | $11.8B | $21.4B | ||
| Q3 24 | $12.3B | $21.7B |
负债/权益比EFXZBH
| Q2 26 | 1.16× | — | ||
| Q1 26 | — | 0.59× | ||
| Q4 25 | 1.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.05× | — | ||
| Q3 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 | — | $359.4M |
| 自由现金流经营现金流 - 资本支出 | — | $245.9M |
| 自由现金流率自由现金流/营收 | — | 11.8% |
| 资本支出强度资本支出/营收 | 7.3% | — |
| 现金转化率经营现金流/净利润 | — | 1.51× |
| 过去12个月自由现金流最近4个季度 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流EFXZBH
| Q2 26 | — | — | ||
| Q1 26 | — | $359.4M | ||
| Q4 25 | $470.8M | $517.4M | ||
| Q3 25 | $559.9M | $418.7M | ||
| Q2 25 | $361.1M | $378.2M | ||
| Q1 25 | $223.9M | $382.8M | ||
| Q4 24 | $324.8M | $506.3M | ||
| Q3 24 | $479.5M | $395.7M |
自由现金流EFXZBH
| Q2 26 | — | — | ||
| Q1 26 | — | $245.9M | ||
| Q4 25 | $340.8M | $442.6M | ||
| Q3 25 | $437.9M | $363.7M | ||
| Q2 25 | $238.9M | $328.1M | ||
| Q1 25 | $116.7M | $338.2M | ||
| Q4 24 | $205.9M | $454.8M | ||
| Q3 24 | $355.5M | $351.2M |
自由现金流率EFXZBH
| Q2 26 | — | — | ||
| Q1 26 | — | 11.8% | ||
| Q4 25 | 22.0% | 19.7% | ||
| Q3 25 | 28.3% | 18.2% | ||
| Q2 25 | 15.5% | 15.8% | ||
| Q1 25 | 8.1% | 17.7% | ||
| Q4 24 | 14.5% | 22.5% | ||
| Q3 24 | 24.7% | 19.3% |
资本支出强度EFXZBH
| Q2 26 | 7.3% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 8.4% | 3.3% | ||
| Q3 25 | 7.9% | 2.7% | ||
| Q2 25 | 8.0% | 2.4% | ||
| Q1 25 | 7.4% | 2.3% | ||
| Q4 24 | 8.4% | 2.5% | ||
| Q3 24 | 8.6% | 2.4% |
现金转化率EFXZBH
| Q2 26 | — | — | ||
| Q1 26 | — | 1.51× | ||
| Q4 25 | 2.68× | 3.71× | ||
| Q3 25 | 3.50× | 1.81× | ||
| Q2 25 | 1.89× | 2.48× | ||
| Q1 25 | 1.68× | 2.10× | ||
| Q4 24 | 1.87× | 2.11× | ||
| Q3 24 | 3.39× | 1.59× |
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% |
ZBH
暂无分部数据
