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EPAM Systems（EPAM）与亨廷顿·英格尔斯工业（HII）财务数据对比。点击上方公司名可切换其他公司
亨廷顿·英格尔斯工业的季度营收约是EPAM Systems的1.2倍（$1.7B vs $1.4B），亨廷顿·英格尔斯工业净利率更高（8.9% vs 5.9%，领先3.1%），亨廷顿·英格尔斯工业同比增速更快（13.8% vs 7.6%），过去两年EPAM Systems的营收复合增速更高（10.5% vs -25.2%）
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。
亨廷顿·英格尔斯工业（简称HII）是美国规模最大的军用造船企业，同时面向政府及行业合作伙伴提供专业服务。公司于2011年3月31日从诺斯罗普·格鲁曼公司分拆成立，在防务装备建造及配套服务领域拥有深厚技术积累与行业资源。
EPAM vs HII — 直观对比
营收规模更大
HII
是对方的1.2倍
$1.4B
营收增速更快
HII
高出6.3%
7.6%
净利率更高
HII
高出3.1%
5.9%
两年增速更快
EPAM
近两年复合增速
-25.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.7B |
| 净利润 | $82.5M | $149.0M |
| 毛利率 | — | — |
| 营业利润率 | 8.3% | 9.3% |
| 净利率 | 5.9% | 8.9% |
| 营收同比 | 7.6% | 13.8% |
| 净利润同比 | 12.3% | — |
| 每股收益（稀释后） | $1.52 | $3.79 |
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EPAMHII
| Q1 26 | $1.4B | $1.7B | ||
| Q4 25 | $1.4B | $3.5B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $1.4B | $3.1B | ||
| Q1 25 | $1.3B | $2.7B | ||
| Q4 24 | $1.2B | $3.0B | ||
| Q3 24 | $1.2B | $2.7B | ||
| Q2 24 | $1.1B | $3.0B |
净利润EPAMHII
| Q1 26 | $82.5M | $149.0M | ||
| Q4 25 | $109.4M | $159.0M | ||
| Q3 25 | $106.8M | $145.0M | ||
| Q2 25 | $88.0M | $152.0M | ||
| Q1 25 | $73.5M | $149.0M | ||
| Q4 24 | $103.3M | $123.0M | ||
| Q3 24 | $136.3M | $101.0M | ||
| Q2 24 | $98.6M | $173.0M |
毛利率EPAMHII
| Q1 26 | — | — | ||
| Q4 25 | 30.1% | — | ||
| Q3 25 | 29.5% | — | ||
| Q2 25 | 28.8% | — | ||
| Q1 25 | 26.9% | — | ||
| Q4 24 | 30.4% | — | ||
| Q3 24 | 34.6% | — | ||
| Q2 24 | 29.3% | — |
营业利润率EPAMHII
| Q1 26 | 8.3% | 9.3% | ||
| Q4 25 | 10.6% | 4.9% | ||
| Q3 25 | 10.4% | 5.0% | ||
| Q2 25 | 9.3% | 5.3% | ||
| Q1 25 | 7.6% | 5.9% | ||
| Q4 24 | 10.9% | 3.7% | ||
| Q3 24 | 15.2% | 3.0% | ||
| Q2 24 | 10.5% | 6.3% |
净利率EPAMHII
| Q1 26 | 5.9% | 8.9% | ||
| Q4 25 | 7.8% | 4.6% | ||
| Q3 25 | 7.7% | 4.5% | ||
| Q2 25 | 6.5% | 4.9% | ||
| Q1 25 | 5.6% | 5.4% | ||
| Q4 24 | 8.3% | 4.1% | ||
| Q3 24 | 11.7% | 3.7% | ||
| Q2 24 | 8.6% | 5.8% |
每股收益（稀释后）EPAMHII
| Q1 26 | $1.52 | $3.79 | ||
| Q4 25 | $1.97 | $4.06 | ||
| Q3 25 | $1.91 | $3.68 | ||
| Q2 25 | $1.56 | $3.86 | ||
| Q1 25 | $1.28 | $3.79 | ||
| Q4 24 | $1.80 | $3.15 | ||
| Q3 24 | $2.37 | $2.56 | ||
| Q2 24 | $1.70 | $4.38 |
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 | $216.0M |
| 总债务越低越好 | $165.0M | $2.7B |
| 股东权益账面价值 | $3.4B | $5.1B |
| 总资产 | $4.7B | $12.5B |
| 负债/权益比越低杠杆越低 | 0.05× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资EPAMHII
| Q1 26 | $1.0B | $216.0M | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $1.8B | — |
总债务EPAMHII
| Q1 26 | $165.0M | $2.7B | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益EPAMHII
| Q1 26 | $3.4B | $5.1B | ||
| Q4 25 | $3.7B | $5.1B | ||
| Q3 25 | $3.7B | $5.0B | ||
| Q2 25 | $3.7B | $4.9B | ||
| Q1 25 | $3.6B | $4.8B | ||
| Q4 24 | $3.6B | $4.7B | ||
| Q3 24 | $3.6B | $4.2B | ||
| Q2 24 | $3.4B | $4.2B |
总资产EPAMHII
| Q1 26 | $4.7B | $12.5B | ||
| Q4 25 | $4.9B | $12.7B | ||
| Q3 25 | $4.8B | $12.3B | ||
| Q2 25 | $4.7B | $12.1B | ||
| Q1 25 | $4.7B | $12.1B | ||
| Q4 24 | $4.8B | $12.1B | ||
| Q3 24 | $4.5B | $11.1B | ||
| Q2 24 | $4.2B | $11.3B |
负债/权益比EPAMHII
| Q1 26 | 0.05× | 0.52× | ||
| Q4 25 | — | 0.53× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.58× | ||
| 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 | — | $-390.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-461.0M |
| 自由现金流率自由现金流/营收 | — | -27.7% |
| 资本支出强度资本支出/营收 | — | 4.4% |
| 现金转化率经营现金流/净利润 | — | -2.62× |
| 过去12个月自由现金流最近4个季度 | — | $795.0M |
8季度趋势，按日历期对齐
经营现金流EPAMHII
| Q1 26 | — | $-390.0M | ||
| Q4 25 | $282.9M | $650.0M | ||
| Q3 25 | $294.7M | $118.0M | ||
| Q2 25 | $53.2M | $823.0M | ||
| Q1 25 | $24.2M | $-395.0M | ||
| Q4 24 | $130.3M | $391.0M | ||
| Q3 24 | $242.0M | $213.0M | ||
| Q2 24 | $57.0M | $-9.0M |
自由现金流EPAMHII
| Q1 26 | — | $-461.0M | ||
| Q4 25 | $268.1M | $516.0M | ||
| Q3 25 | $286.4M | $13.0M | ||
| Q2 25 | $43.4M | $727.0M | ||
| Q1 25 | $14.8M | $-462.0M | ||
| Q4 24 | $114.5M | $277.0M | ||
| Q3 24 | $237.0M | $125.0M | ||
| Q2 24 | $52.3M | $-99.0M |
自由现金流率EPAMHII
| Q1 26 | — | -27.7% | ||
| Q4 25 | 19.0% | 14.8% | ||
| Q3 25 | 20.5% | 0.4% | ||
| Q2 25 | 3.2% | 23.6% | ||
| Q1 25 | 1.1% | -16.9% | ||
| Q4 24 | 9.2% | 9.2% | ||
| Q3 24 | 20.3% | 4.5% | ||
| Q2 24 | 4.6% | -3.3% |
资本支出强度EPAMHII
| Q1 26 | — | 4.4% | ||
| Q4 25 | 1.1% | 3.9% | ||
| Q3 25 | 0.6% | 3.3% | ||
| Q2 25 | 0.7% | 3.1% | ||
| Q1 25 | 0.7% | 2.5% | ||
| Q4 24 | 1.3% | 3.8% | ||
| Q3 24 | 0.4% | 3.2% | ||
| Q2 24 | 0.4% | 3.0% |
现金转化率EPAMHII
| Q1 26 | — | -2.62× | ||
| Q4 25 | 2.59× | 4.09× | ||
| Q3 25 | 2.76× | 0.81× | ||
| Q2 25 | 0.60× | 5.41× | ||
| Q1 25 | 0.33× | -2.65× | ||
| Q4 24 | 1.26× | 3.18× | ||
| Q3 24 | 1.77× | 2.11× | ||
| Q2 24 | 0.58× | -0.05× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
