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EPAM Systems（EPAM）与KIRBY CORP（KEX）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KIRBY CORP的1.7倍（$1.4B vs $844.1M），KIRBY CORP净利率更高（9.6% vs 5.9%，领先3.7%），EPAM Systems同比增速更快（7.6% vs 7.4%），过去两年EPAM Systems的营收复合增速更高（10.5% vs 1.2%）
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。
总部位于美国得克萨斯州休斯顿的Kirby Corporation是美国最大的罐驳船运营商，业务覆盖密西西比河水系、海湾沿岸航道、美国三大海岸沿线及阿拉斯加、夏威夷地区，主营通过罐驳船运输石化产品、黑油、精炼石油制品、农化产品，同时拥有并运营8组远洋驳船及拖船运输单元。
EPAM vs KEX — 直观对比
营收规模更大
EPAM
是对方的1.7倍
$844.1M
营收增速更快
EPAM
高出0.1%
7.4%
净利率更高
KEX
高出3.7%
5.9%
两年增速更快
EPAM
近两年复合增速
1.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $844.1M |
| 净利润 | $82.5M | $81.3M |
| 毛利率 | — | — |
| 营业利润率 | 8.3% | 12.8% |
| 净利率 | 5.9% | 9.6% |
| 营收同比 | 7.6% | 7.4% |
| 净利润同比 | 12.3% | 6.6% |
| 每股收益（稀释后） | $1.52 | $1.50 |
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EPAMKEX
| Q1 26 | $1.4B | $844.1M | ||
| Q4 25 | $1.4B | $851.8M | ||
| Q3 25 | $1.4B | $871.2M | ||
| Q2 25 | $1.4B | $855.5M | ||
| Q1 25 | $1.3B | $785.7M | ||
| Q4 24 | $1.2B | $802.3M | ||
| Q3 24 | $1.2B | $831.1M | ||
| Q2 24 | $1.1B | $824.4M |
净利润EPAMKEX
| Q1 26 | $82.5M | $81.3M | ||
| Q4 25 | $109.4M | $91.8M | ||
| Q3 25 | $106.8M | $92.5M | ||
| Q2 25 | $88.0M | $94.3M | ||
| Q1 25 | $73.5M | $76.0M | ||
| Q4 24 | $103.3M | $42.8M | ||
| Q3 24 | $136.3M | $90.0M | ||
| Q2 24 | $98.6M | $83.9M |
毛利率EPAMKEX
| 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EPAMKEX
| Q1 26 | 8.3% | 12.8% | ||
| Q4 25 | 10.6% | 15.2% | ||
| Q3 25 | 10.4% | 14.8% | ||
| Q2 25 | 9.3% | 15.4% | ||
| Q1 25 | 7.6% | 13.4% | ||
| Q4 24 | 10.9% | 6.3% | ||
| Q3 24 | 15.2% | 15.3% | ||
| Q2 24 | 10.5% | 14.6% |
净利率EPAMKEX
| Q1 26 | 5.9% | 9.6% | ||
| Q4 25 | 7.8% | 10.8% | ||
| Q3 25 | 7.7% | 10.6% | ||
| Q2 25 | 6.5% | 11.0% | ||
| Q1 25 | 5.6% | 9.7% | ||
| Q4 24 | 8.3% | 5.3% | ||
| Q3 24 | 11.7% | 10.8% | ||
| Q2 24 | 8.6% | 10.2% |
每股收益（稀释后）EPAMKEX
| Q1 26 | $1.52 | $1.50 | ||
| Q4 25 | $1.97 | $1.68 | ||
| Q3 25 | $1.91 | $1.65 | ||
| Q2 25 | $1.56 | $1.67 | ||
| Q1 25 | $1.28 | $1.33 | ||
| Q4 24 | $1.80 | $0.74 | ||
| Q3 24 | $2.37 | $1.55 | ||
| Q2 24 | $1.70 | $1.43 |
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 | $58.0M |
| 总债务越低越好 | $165.0M | — |
| 股东权益账面价值 | $3.4B | $3.4B |
| 总资产 | $4.7B | — |
| 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EPAMKEX
| Q1 26 | $1.0B | $58.0M | ||
| Q4 25 | $1.3B | $78.8M | ||
| Q3 25 | $1.2B | $47.0M | ||
| Q2 25 | $1.0B | $68.4M | ||
| Q1 25 | $1.2B | $51.1M | ||
| Q4 24 | $1.3B | $74.4M | ||
| Q3 24 | $2.1B | $67.1M | ||
| Q2 24 | $1.8B | $53.5M |
总债务EPAMKEX
| Q1 26 | $165.0M | — | ||
| Q4 25 | — | $919.3M | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $874.9M | ||
| Q3 24 | — | $978.6M | ||
| Q2 24 | — | $1.0B |
股东权益EPAMKEX
| Q1 26 | $3.4B | $3.4B | ||
| Q4 25 | $3.7B | $3.4B | ||
| Q3 25 | $3.7B | $3.4B | ||
| Q2 25 | $3.7B | $3.4B | ||
| Q1 25 | $3.6B | $3.3B | ||
| Q4 24 | $3.6B | $3.4B | ||
| Q3 24 | $3.6B | $3.3B | ||
| Q2 24 | $3.4B | $3.3B |
总资产EPAMKEX
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.9B | $6.0B | ||
| Q3 25 | $4.8B | $6.1B | ||
| Q2 25 | $4.7B | $6.1B | ||
| Q1 25 | $4.7B | $6.0B | ||
| Q4 24 | $4.8B | $5.9B | ||
| Q3 24 | $4.5B | $5.9B | ||
| Q2 24 | $4.2B | $5.9B |
负债/权益比EPAMKEX
| Q1 26 | 0.05× | — | ||
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.33× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.32× |
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 | — | $97.7M |
| 自由现金流经营现金流 - 资本支出 | — | $49.4M |
| 自由现金流率自由现金流/营收 | — | 5.9% |
| 资本支出强度资本支出/营收 | — | 5.7% |
| 现金转化率经营现金流/净利润 | — | 1.20× |
| 过去12个月自由现金流最近4个季度 | — | $497.3M |
8季度趋势，按日历期对齐
经营现金流EPAMKEX
| Q1 26 | — | $97.7M | ||
| Q4 25 | $282.9M | $312.2M | ||
| Q3 25 | $294.7M | $227.5M | ||
| Q2 25 | $53.2M | $93.9M | ||
| Q1 25 | $24.2M | $36.5M | ||
| Q4 24 | $130.3M | $247.4M | ||
| Q3 24 | $242.0M | $206.5M | ||
| Q2 24 | $57.0M | $179.3M |
自由现金流EPAMKEX
| Q1 26 | — | $49.4M | ||
| Q4 25 | $268.1M | $265.2M | ||
| Q3 25 | $286.4M | $160.3M | ||
| Q2 25 | $43.4M | $22.4M | ||
| Q1 25 | $14.8M | $-42.1M | ||
| Q4 24 | $114.5M | $150.7M | ||
| Q3 24 | $237.0M | $130.1M | ||
| Q2 24 | $52.3M | $90.8M |
自由现金流率EPAMKEX
| Q1 26 | — | 5.9% | ||
| Q4 25 | 19.0% | 31.1% | ||
| Q3 25 | 20.5% | 18.4% | ||
| Q2 25 | 3.2% | 2.6% | ||
| Q1 25 | 1.1% | -5.4% | ||
| Q4 24 | 9.2% | 18.8% | ||
| Q3 24 | 20.3% | 15.7% | ||
| Q2 24 | 4.6% | 11.0% |
资本支出强度EPAMKEX
| Q1 26 | — | 5.7% | ||
| Q4 25 | 1.1% | 5.5% | ||
| Q3 25 | 0.6% | 7.7% | ||
| Q2 25 | 0.7% | 8.4% | ||
| Q1 25 | 0.7% | 10.0% | ||
| Q4 24 | 1.3% | 12.0% | ||
| Q3 24 | 0.4% | 9.2% | ||
| Q2 24 | 0.4% | 10.7% |
现金转化率EPAMKEX
| Q1 26 | — | 1.20× | ||
| Q4 25 | 2.59× | 3.40× | ||
| Q3 25 | 2.76× | 2.46× | ||
| Q2 25 | 0.60× | 1.00× | ||
| Q1 25 | 0.33× | 0.48× | ||
| Q4 24 | 1.26× | 5.78× | ||
| Q3 24 | 1.77× | 2.30× | ||
| Q2 24 | 0.58× | 2.14× |
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
KEX
| Marine transportation | $497.2M | 59% |
| Distribution and services | $346.9M | 41% |
