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EPAM Systems（EPAM）与因美纳（ILMN）财务数据对比。点击上方公司名可切换其他公司
EPAM Systems的季度营收约是因美纳的1.3倍（$1.4B vs $1.1B），因美纳净利率更高（12.3% vs 5.9%，领先6.4%），EPAM Systems同比增速更快（7.6% vs 4.8%），过去两年EPAM Systems的营收复合增速更高（10.5% vs -1.3%）
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。
因美纳是总部位于美国加利福尼亚州圣迭戈的生物技术企业，成立于1998年4月，专注研发、生产及销售用于分析基因变异与生物功能的集成系统，产品及服务覆盖测序、基因分型、基因表达、蛋白质组学等领域，业务遍及全球超155个国家和地区。
EPAM vs ILMN — 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2.8%
4.8%
净利率更高
ILMN
高出6.4%
5.9%
两年增速更快
EPAM
近两年复合增速
-1.3%
损益表 — Q1 FY2026 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.1B |
| 净利润 | $82.5M | $134.0M |
| 毛利率 | — | 66.1% |
| 营业利润率 | 8.3% | 19.2% |
| 净利率 | 5.9% | 12.3% |
| 营收同比 | 7.6% | 4.8% |
| 净利润同比 | 12.3% | — |
| 每股收益（稀释后） | $1.52 | $0.87 |
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EPAMILMN
| Q1 26 | $1.4B | $1.1B | ||
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B |
净利润EPAMILMN
| Q1 26 | $82.5M | $134.0M | ||
| Q4 25 | $109.4M | $334.0M | ||
| Q3 25 | $106.8M | — | ||
| Q2 25 | $88.0M | — | ||
| Q1 25 | $73.5M | — | ||
| Q4 24 | $103.3M | $186.0M | ||
| Q3 24 | $136.3M | $705.0M | ||
| Q2 24 | $98.6M | $-2.0B |
毛利率EPAMILMN
| Q1 26 | — | 66.1% | ||
| Q4 25 | 30.1% | 65.5% | ||
| Q3 25 | 29.5% | — | ||
| Q2 25 | 28.8% | — | ||
| Q1 25 | 26.9% | — | ||
| Q4 24 | 30.4% | 65.9% | ||
| Q3 24 | 34.6% | 69.0% | ||
| Q2 24 | 29.3% | 64.8% |
营业利润率EPAMILMN
| Q1 26 | 8.3% | 19.2% | ||
| Q4 25 | 10.6% | 17.4% | ||
| Q3 25 | 10.4% | — | ||
| Q2 25 | 9.3% | — | ||
| Q1 25 | 7.6% | — | ||
| Q4 24 | 10.9% | 15.8% | ||
| Q3 24 | 15.2% | 68.6% | ||
| Q2 24 | 10.5% | -147.2% |
净利率EPAMILMN
| Q1 26 | 5.9% | 12.3% | ||
| Q4 25 | 7.8% | 28.8% | ||
| Q3 25 | 7.7% | — | ||
| Q2 25 | 6.5% | — | ||
| Q1 25 | 5.6% | — | ||
| Q4 24 | 8.3% | 16.8% | ||
| Q3 24 | 11.7% | 65.3% | ||
| Q2 24 | 8.6% | -178.8% |
每股收益（稀释后）EPAMILMN
| Q1 26 | $1.52 | $0.87 | ||
| Q4 25 | $1.97 | $2.16 | ||
| Q3 25 | $1.91 | — | ||
| Q2 25 | $1.56 | — | ||
| Q1 25 | $1.28 | — | ||
| Q4 24 | $1.80 | $1.16 | ||
| Q3 24 | $2.37 | $4.42 | ||
| Q2 24 | $1.70 | $-12.48 |
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 | $1.2B |
| 总债务越低越好 | $165.0M | — |
| 股东权益账面价值 | $3.4B | $2.7B |
| 总资产 | $4.7B | $6.6B |
| 负债/权益比越低杠杆越低 | 0.05× | — |
8季度趋势，按日历期对齐
现金及短期投资EPAMILMN
| Q1 26 | $1.0B | $1.2B | ||
| Q4 25 | $1.3B | $1.6B | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.3B | $93.0M | ||
| Q3 24 | $2.1B | $70.0M | ||
| Q2 24 | $1.8B | $74.0M |
总债务EPAMILMN
| Q1 26 | $165.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益EPAMILMN
| Q1 26 | $3.4B | $2.7B | ||
| Q4 25 | $3.7B | $2.7B | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $3.6B | — | ||
| Q4 24 | $3.6B | $2.4B | ||
| Q3 24 | $3.6B | $2.1B | ||
| Q2 24 | $3.4B | $1.4B |
总资产EPAMILMN
| Q1 26 | $4.7B | $6.6B | ||
| Q4 25 | $4.9B | $6.6B | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $4.7B | — | ||
| Q1 25 | $4.7B | — | ||
| Q4 24 | $4.8B | $6.3B | ||
| Q3 24 | $4.5B | $6.0B | ||
| Q2 24 | $4.2B | $6.1B |
负债/权益比EPAMILMN
| Q1 26 | 0.05× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | — | $289.0M |
| 自由现金流经营现金流 - 资本支出 | — | $251.0M |
| 自由现金流率自由现金流/营收 | — | 23.0% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 2.16× |
| 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EPAMILMN
| Q1 26 | — | $289.0M | ||
| Q4 25 | $282.9M | $321.0M | ||
| Q3 25 | $294.7M | — | ||
| Q2 25 | $53.2M | — | ||
| Q1 25 | $24.2M | — | ||
| Q4 24 | $130.3M | $364.0M | ||
| Q3 24 | $242.0M | $316.0M | ||
| Q2 24 | $57.0M | $80.0M |
自由现金流EPAMILMN
| Q1 26 | — | $251.0M | ||
| Q4 25 | $268.1M | $267.0M | ||
| Q3 25 | $286.4M | — | ||
| Q2 25 | $43.4M | — | ||
| Q1 25 | $14.8M | — | ||
| Q4 24 | $114.5M | $335.0M | ||
| Q3 24 | $237.0M | $284.0M | ||
| Q2 24 | $52.3M | $49.0M |
自由现金流率EPAMILMN
| Q1 26 | — | 23.0% | ||
| Q4 25 | 19.0% | 23.0% | ||
| Q3 25 | 20.5% | — | ||
| Q2 25 | 3.2% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 9.2% | 30.3% | ||
| Q3 24 | 20.3% | 26.3% | ||
| Q2 24 | 4.6% | 4.4% |
资本支出强度EPAMILMN
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | 1.3% | 2.6% | ||
| Q3 24 | 0.4% | 3.0% | ||
| Q2 24 | 0.4% | 2.8% |
现金转化率EPAMILMN
| Q1 26 | — | 2.16× | ||
| Q4 25 | 2.59× | 0.96× | ||
| Q3 25 | 2.76× | — | ||
| Q2 25 | 0.60× | — | ||
| Q1 25 | 0.33× | — | ||
| Q4 24 | 1.26× | 1.96× | ||
| Q3 24 | 1.77× | 0.45× | ||
| Q2 24 | 0.58× | — |
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
ILMN
| Product revenue | $917.0M | 84% |
| Service and other revenue | $174.0M | 16% |
