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Equifax（EFX）与Zoom Communications, Inc.（ZM）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Zoom Communications, Inc.的1.3倍（$1.6B vs $1.2B），Zoom Communications, Inc.净利率更高（49.8% vs 10.4%，领先39.4%），Equifax同比增速更快（697.0% vs 4.4%），过去两年Equifax的营收复合增速更高（7.4% vs 3.6%）
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。
Zoom是总部位于美国加利福尼亚州圣何塞的通信技术企业，旗下核心产品Zoom视频会议软件全球普及度极高，可为企业及个人用户提供高清稳定的远程音视频沟通、线上会议、协同办公等一站式数字化协作解决方案。
EFX vs ZM — 直观对比
营收规模更大
EFX
是对方的1.3倍
$1.2B
营收增速更快
EFX
高出692.5%
4.4%
净利率更高
ZM
高出39.4%
10.4%
两年增速更快
EFX
近两年复合增速
3.6%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.2B |
| 净利润 | $171.5M | $612.9M |
| 毛利率 | — | 77.9% |
| 营业利润率 | 17.4% | 25.2% |
| 净利率 | 10.4% | 49.8% |
| 营收同比 | 697.0% | 4.4% |
| 净利润同比 | 28.9% | 196.0% |
| 每股收益（稀释后） | $120.80 | $2.01 |
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EFXZM
| Q2 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.2B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.2B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.4B | $1.1B |
净利润EFXZM
| Q2 26 | $171.5M | — | ||
| Q4 25 | $175.7M | $612.9M | ||
| Q3 25 | $160.2M | $358.6M | ||
| Q2 25 | $191.3M | $254.6M | ||
| Q1 25 | $133.1M | $367.9M | ||
| Q4 24 | $174.0M | $207.1M | ||
| Q3 24 | $141.3M | $219.0M | ||
| Q2 24 | $163.9M | $216.3M |
毛利率EFXZM
| Q2 26 | — | — | ||
| Q4 25 | — | 77.9% | ||
| Q3 25 | — | 77.6% | ||
| Q2 25 | — | 76.3% | ||
| Q1 25 | — | 75.7% | ||
| Q4 24 | — | 75.9% | ||
| Q3 24 | — | 75.5% | ||
| Q2 24 | — | 76.1% |
营业利润率EFXZM
| Q2 26 | 17.4% | — | ||
| Q4 25 | 18.3% | 25.2% | ||
| Q3 25 | 17.1% | 26.4% | ||
| Q2 25 | 20.2% | 20.6% | ||
| Q1 25 | 16.4% | 19.0% | ||
| Q4 24 | 20.3% | 15.5% | ||
| Q3 24 | 17.1% | 17.4% | ||
| Q2 24 | 19.7% | 17.8% |
净利率EFXZM
| Q2 26 | 10.4% | — | ||
| Q4 25 | 11.3% | 49.8% | ||
| Q3 25 | 10.4% | 29.5% | ||
| Q2 25 | 12.4% | 21.7% | ||
| Q1 25 | 9.2% | 31.1% | ||
| Q4 24 | 12.3% | 17.6% | ||
| Q3 24 | 9.8% | 18.8% | ||
| Q2 24 | 11.5% | 19.0% |
每股收益（稀释后）EFXZM
| Q2 26 | $120.80 | — | ||
| Q4 25 | $1.44 | $2.01 | ||
| Q3 25 | $1.29 | $1.16 | ||
| Q2 25 | $1.53 | $0.81 | ||
| Q1 25 | $1.06 | $1.16 | ||
| Q4 24 | $1.40 | $0.66 | ||
| Q3 24 | $1.13 | $0.70 | ||
| Q2 24 | $1.31 | $0.69 |
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 | $1.2B |
| 总债务越低越好 | $5.3B | — |
| 股东权益账面价值 | $4.6B | $9.3B |
| 总资产 | $11.9B | $11.4B |
| 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EFXZM
| Q2 26 | $183.4M | — | ||
| Q4 25 | $180.8M | $1.2B | ||
| Q3 25 | $189.0M | $1.2B | ||
| Q2 25 | $189.0M | $1.2B | ||
| Q1 25 | $195.2M | $1.3B | ||
| Q4 24 | $169.9M | $1.3B | ||
| Q3 24 | $468.2M | $1.5B | ||
| Q2 24 | $181.9M | $1.9B |
总债务EFXZM
| 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EFXZM
| Q2 26 | $4.6B | — | ||
| Q4 25 | $4.6B | $9.3B | ||
| Q3 25 | $4.9B | $9.0B | ||
| Q2 25 | $5.1B | $8.9B | ||
| Q1 25 | $5.0B | $8.9B | ||
| Q4 24 | $4.8B | $8.7B | ||
| Q3 24 | $4.9B | $8.5B | ||
| Q2 24 | $4.7B | $8.3B |
总资产EFXZM
| Q2 26 | $11.9B | — | ||
| Q4 25 | $11.9B | $11.4B | ||
| Q3 25 | $11.8B | $11.0B | ||
| Q2 25 | $11.9B | $11.0B | ||
| Q1 25 | $11.9B | $11.0B | ||
| Q4 24 | $11.8B | $10.7B | ||
| Q3 24 | $12.3B | $10.5B | ||
| Q2 24 | $12.2B | $10.3B |
负债/权益比EFXZM
| 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 | — | $629.3M |
| 自由现金流经营现金流 - 资本支出 | — | $614.3M |
| 自由现金流率自由现金流/营收 | — | 50.0% |
| 资本支出强度资本支出/营收 | 7.3% | 1.2% |
| 现金转化率经营现金流/净利润 | — | 1.03× |
| 过去12个月自由现金流最近4个季度 | — | $2.0B |
8季度趋势，按日历期对齐
经营现金流EFXZM
| Q2 26 | — | — | ||
| Q4 25 | $470.8M | $629.3M | ||
| Q3 25 | $559.9M | $515.9M | ||
| Q2 25 | $361.1M | $489.3M | ||
| Q1 25 | $223.9M | $424.6M | ||
| Q4 24 | $324.8M | $483.2M | ||
| Q3 24 | $479.5M | $449.3M | ||
| Q2 24 | $267.5M | $588.2M |
自由现金流EFXZM
| Q2 26 | — | — | ||
| Q4 25 | $340.8M | $614.3M | ||
| Q3 25 | $437.9M | $508.0M | ||
| Q2 25 | $238.9M | $463.4M | ||
| Q1 25 | $116.7M | $416.2M | ||
| Q4 24 | $205.9M | $457.7M | ||
| Q3 24 | $355.5M | $365.1M | ||
| Q2 24 | $130.8M | $569.7M |
自由现金流率EFXZM
| Q2 26 | — | — | ||
| Q4 25 | 22.0% | 50.0% | ||
| Q3 25 | 28.3% | 41.7% | ||
| Q2 25 | 15.5% | 39.4% | ||
| Q1 25 | 8.1% | 35.2% | ||
| Q4 24 | 14.5% | 38.9% | ||
| Q3 24 | 24.7% | 31.4% | ||
| Q2 24 | 9.1% | 49.9% |
资本支出强度EFXZM
| Q2 26 | 7.3% | — | ||
| Q4 25 | 8.4% | 1.2% | ||
| Q3 25 | 7.9% | 0.7% | ||
| Q2 25 | 8.0% | 2.2% | ||
| Q1 25 | 7.4% | 0.7% | ||
| Q4 24 | 8.4% | 2.2% | ||
| Q3 24 | 8.6% | 7.2% | ||
| Q2 24 | 9.6% | 1.6% |
现金转化率EFXZM
| Q2 26 | — | — | ||
| Q4 25 | 2.68× | 1.03× | ||
| Q3 25 | 3.50× | 1.44× | ||
| Q2 25 | 1.89× | 1.92× | ||
| Q1 25 | 1.68× | 1.15× | ||
| Q4 24 | 1.87× | 2.33× | ||
| Q3 24 | 3.39× | 2.05× | ||
| Q2 24 | 1.63× | 2.72× |
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% |
ZM
暂无分部数据
