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EPAM Systems(EPAM)与CHART INDUSTRIES INC(GTLS)财务数据对比。点击上方公司名可切换其他公司
EPAM Systems的季度营收约是CHART INDUSTRIES INC的1.3倍($1.4B vs $1.1B),EPAM Systems净利率更高(5.9% vs 5.0%,领先0.9%),EPAM Systems同比增速更快(7.6% vs -2.5%),过去两年EPAM Systems的营收复合增速更高(10.5% vs 6.6%)
EPAM Systems是总部位于美国宾夕法尼亚州纽敦的企业,核心业务涵盖软件工程服务、数字平台研发、数字产品设计三大板块,同时是MACH联盟的创始成员,在全球数字化服务赛道拥有深厚的技术积累与行业认可度。
Oricon Inc.成立于1999年,是日本知名音乐产业集团的控股主体,主营日本本土及西洋音乐相关的行业资讯与数据统计服务。其前身为小池宗光于1967年11月创立的Original Confidence公司,凭借权威音乐排行榜广为人知,2002年4月正式承接原公司旗下的Oricon唱片排行榜业务。
EPAM vs GTLS — 直观对比
营收规模更大
EPAM
是对方的1.3倍
$1.1B
营收增速更快
EPAM
高出10.0%
-2.5%
净利率更高
EPAM
高出0.9%
5.0%
两年增速更快
EPAM
近两年复合增速
6.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $1.1B |
| 净利润 | $82.5M | $53.6M |
| 毛利率 | — | 33.3% |
| 营业利润率 | 8.3% | 11.6% |
| 净利率 | 5.9% | 5.0% |
| 营收同比 | 7.6% | -2.5% |
| 净利润同比 | 12.3% | -32.7% |
| 每股收益(稀释后) | $1.52 | $1.06 |
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
EPAM
GTLS
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.4B | $1.1B | ||
| Q1 25 | $1.3B | $1.0B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $1.1B | $1.0B |
净利润
EPAM
GTLS
| Q1 26 | $82.5M | — | ||
| Q4 25 | $109.4M | $53.6M | ||
| Q3 25 | $106.8M | $-138.5M | ||
| Q2 25 | $88.0M | $76.1M | ||
| Q1 25 | $73.5M | $49.5M | ||
| Q4 24 | $103.3M | $79.6M | ||
| Q3 24 | $136.3M | $69.0M | ||
| Q2 24 | $98.6M | $58.6M |
毛利率
EPAM
GTLS
| Q1 26 | — | — | ||
| Q4 25 | 30.1% | 33.3% | ||
| Q3 25 | 29.5% | 34.1% | ||
| Q2 25 | 28.8% | 33.6% | ||
| Q1 25 | 26.9% | 33.9% | ||
| Q4 24 | 30.4% | 33.6% | ||
| Q3 24 | 34.6% | 34.1% | ||
| Q2 24 | 29.3% | 33.8% |
营业利润率
EPAM
GTLS
| Q1 26 | 8.3% | — | ||
| Q4 25 | 10.6% | 11.6% | ||
| Q3 25 | 10.4% | -8.0% | ||
| Q2 25 | 9.3% | 15.7% | ||
| Q1 25 | 7.6% | 15.2% | ||
| Q4 24 | 10.9% | 17.0% | ||
| Q3 24 | 15.2% | 16.8% | ||
| Q2 24 | 10.5% | 16.1% |
净利率
EPAM
GTLS
| Q1 26 | 5.9% | — | ||
| Q4 25 | 7.8% | 5.0% | ||
| Q3 25 | 7.7% | -12.6% | ||
| Q2 25 | 6.5% | 7.0% | ||
| Q1 25 | 5.6% | 4.9% | ||
| Q4 24 | 8.3% | 7.2% | ||
| Q3 24 | 11.7% | 6.5% | ||
| Q2 24 | 8.6% | 5.6% |
每股收益(稀释后)
EPAM
GTLS
| Q1 26 | $1.52 | — | ||
| Q4 25 | $1.97 | $1.06 | ||
| Q3 25 | $1.91 | $-3.23 | ||
| Q2 25 | $1.56 | $1.53 | ||
| Q1 25 | $1.28 | $0.94 | ||
| Q4 24 | $1.80 | $1.57 | ||
| Q3 24 | $2.37 | $1.33 | ||
| Q2 24 | $1.70 | $1.10 |
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 | $1.0B | $366.0M |
| 总债务越低越好 | $165.0M | $3.7B |
| 股东权益账面价值 | $3.4B | $3.2B |
| 总资产 | $4.7B | $9.8B |
| 负债/权益比越低杠杆越低 | 0.05× | 1.13× |
8季度趋势,按日历期对齐
现金及短期投资
EPAM
GTLS
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.3B | $366.0M | ||
| Q3 25 | $1.2B | $399.2M | ||
| Q2 25 | $1.0B | $342.3M | ||
| Q1 25 | $1.2B | $296.2M | ||
| Q4 24 | $1.3B | $308.6M | ||
| Q3 24 | $2.1B | $310.2M | ||
| Q2 24 | $1.8B | $247.4M |
总债务
EPAM
GTLS
| Q1 26 | $165.0M | — | ||
| Q4 25 | — | $3.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
EPAM
GTLS
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.7B | $3.2B | ||
| Q3 25 | $3.7B | $3.2B | ||
| Q2 25 | $3.7B | $3.4B | ||
| Q1 25 | $3.6B | $3.0B | ||
| Q4 24 | $3.6B | $2.8B | ||
| Q3 24 | $3.6B | $3.0B | ||
| Q2 24 | $3.4B | $2.7B |
总资产
EPAM
GTLS
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.9B | $9.8B | ||
| Q3 25 | $4.8B | $9.8B | ||
| Q2 25 | $4.7B | $9.7B | ||
| Q1 25 | $4.7B | $9.3B | ||
| Q4 24 | $4.8B | $9.1B | ||
| Q3 24 | $4.5B | $9.5B | ||
| Q2 24 | $4.2B | $9.3B |
负债/权益比
EPAM
GTLS
| Q1 26 | 0.05× | — | ||
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.33× | ||
| 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 | — | $88.8M |
| 自由现金流经营现金流 - 资本支出 | — | $66.2M |
| 自由现金流率自由现金流/营收 | — | 6.1% |
| 资本支出强度资本支出/营收 | — | 2.1% |
| 现金转化率经营现金流/净利润 | — | 1.66× |
| 过去12个月自由现金流最近4个季度 | — | $202.8M |
8季度趋势,按日历期对齐
经营现金流
EPAM
GTLS
| Q1 26 | — | — | ||
| Q4 25 | $282.9M | $88.8M | ||
| Q3 25 | $294.7M | $118.0M | ||
| Q2 25 | $53.2M | $145.9M | ||
| Q1 25 | $24.2M | $-60.0M | ||
| Q4 24 | $130.3M | $281.4M | ||
| Q3 24 | $242.0M | $200.6M | ||
| Q2 24 | $57.0M | $116.1M |
自由现金流
EPAM
GTLS
| Q1 26 | — | — | ||
| Q4 25 | $268.1M | $66.2M | ||
| Q3 25 | $286.4M | $94.7M | ||
| Q2 25 | $43.4M | $122.0M | ||
| Q1 25 | $14.8M | $-80.1M | ||
| Q4 24 | $114.5M | $260.9M | ||
| Q3 24 | $237.0M | $174.5M | ||
| Q2 24 | $52.3M | $88.0M |
自由现金流率
EPAM
GTLS
| Q1 26 | — | — | ||
| Q4 25 | 19.0% | 6.1% | ||
| Q3 25 | 20.5% | 8.6% | ||
| Q2 25 | 3.2% | 11.3% | ||
| Q1 25 | 1.1% | -8.0% | ||
| Q4 24 | 9.2% | 23.6% | ||
| Q3 24 | 20.3% | 16.4% | ||
| Q2 24 | 4.6% | 8.5% |
资本支出强度
EPAM
GTLS
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 2.1% | ||
| Q3 25 | 0.6% | 2.1% | ||
| Q2 25 | 0.7% | 2.2% | ||
| Q1 25 | 0.7% | 2.0% | ||
| Q4 24 | 1.3% | 1.9% | ||
| Q3 24 | 0.4% | 2.5% | ||
| Q2 24 | 0.4% | 2.7% |
现金转化率
EPAM
GTLS
| Q1 26 | — | — | ||
| Q4 25 | 2.59× | 1.66× | ||
| Q3 25 | 2.76× | — | ||
| Q2 25 | 0.60× | 1.92× | ||
| Q1 25 | 0.33× | -1.21× | ||
| Q4 24 | 1.26× | 3.54× | ||
| Q3 24 | 1.77× | 2.91× | ||
| Q2 24 | 0.58× | 1.98× |
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
EPAM
暂无分部数据
GTLS
| Repair Service And Leasing Segment | $330.4M | 31% |
| Heat Transfer Systems Segment | $325.8M | 30% |
| Specialty Products Segment | $259.5M | 24% |
| Transferred Over Time | $94.4M | 9% |
| Transferred At Point In Time | $69.5M | 6% |