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EPAM Systems（EPAM）与安森美半导体（ON）财务数据对比。点击上方公司名可切换其他公司
安森美半导体的季度营收约是EPAM Systems的1.1倍（$1.5B vs $1.4B），安森美半导体净利率更高（12.0% vs 5.9%，领先6.1%），EPAM Systems同比增速更快（7.6% vs 4.7%），过去两年EPAM Systems的营收复合增速更高（10.5% vs -9.9%）
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。
安森美半导体旗下原仙童半导体是总部位于美国加利福尼亚州圣何塞的半导体企业，1957年由从肖克利半导体实验室离职的“八叛逆”创立，是晶体管和集成电路制造领域的先驱，曾历经多次股权变更，1997年再度独立运营后并入安森美。
EPAM vs ON — 直观对比
营收规模更大
ON
是对方的1.1倍
$1.4B
营收增速更快
EPAM
高出2.9%
4.7%
净利率更高
ON
高出6.1%
5.9%
两年增速更快
EPAM
近两年复合增速
-9.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.5B |
| 净利润 | $82.5M | $181.8M |
| 毛利率 | — | 38.5% |
| 营业利润率 | 8.3% | 57.9% |
| 净利率 | 5.9% | 12.0% |
| 营收同比 | 7.6% | 4.7% |
| 净利润同比 | 12.3% | — |
| 每股收益（稀释后） | $1.52 | $0.45 |
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EPAMON
| Q1 26 | $1.4B | $1.5B | ||
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $1.2B | $1.8B | ||
| Q2 24 | $1.1B | $1.7B |
净利润EPAMON
| Q1 26 | $82.5M | $181.8M | ||
| Q4 25 | $109.4M | $255.0M | ||
| Q3 25 | $106.8M | $170.3M | ||
| Q2 25 | $88.0M | $-486.1M | ||
| Q1 25 | $73.5M | — | ||
| Q4 24 | $103.3M | $379.9M | ||
| Q3 24 | $136.3M | $401.7M | ||
| Q2 24 | $98.6M | $338.2M |
毛利率EPAMON
| Q1 26 | — | 38.5% | ||
| Q4 25 | 30.1% | 37.9% | ||
| Q3 25 | 29.5% | 37.6% | ||
| Q2 25 | 28.8% | 20.3% | ||
| Q1 25 | 26.9% | — | ||
| Q4 24 | 30.4% | 45.2% | ||
| Q3 24 | 34.6% | 45.4% | ||
| Q2 24 | 29.3% | 45.2% |
营业利润率EPAMON
| Q1 26 | 8.3% | 57.9% | ||
| Q4 25 | 10.6% | 17.0% | ||
| Q3 25 | 10.4% | 13.2% | ||
| Q2 25 | 9.3% | -39.7% | ||
| Q1 25 | 7.6% | — | ||
| Q4 24 | 10.9% | 23.7% | ||
| Q3 24 | 15.2% | 25.3% | ||
| Q2 24 | 10.5% | 22.4% |
净利率EPAMON
| Q1 26 | 5.9% | 12.0% | ||
| Q4 25 | 7.8% | 16.4% | ||
| Q3 25 | 7.7% | 11.6% | ||
| Q2 25 | 6.5% | -33.6% | ||
| Q1 25 | 5.6% | — | ||
| Q4 24 | 8.3% | 22.1% | ||
| Q3 24 | 11.7% | 22.8% | ||
| Q2 24 | 8.6% | 19.5% |
每股收益（稀释后）EPAMON
| Q1 26 | $1.52 | $0.45 | ||
| Q4 25 | $1.97 | $0.63 | ||
| Q3 25 | $1.91 | $0.41 | ||
| Q2 25 | $1.56 | $-1.15 | ||
| Q1 25 | $1.28 | — | ||
| Q4 24 | $1.80 | $0.88 | ||
| Q3 24 | $2.37 | $0.93 | ||
| Q2 24 | $1.70 | $0.78 |
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 | $2.4B |
| 总债务越低越好 | $165.0M | $3.0B |
| 股东权益账面价值 | $3.4B | $7.3B |
| 总资产 | $4.7B | $12.0B |
| 负债/权益比越低杠杆越低 | 0.05× | 0.41× |
8季度趋势，按日历期对齐
现金及短期投资EPAMON
| Q1 26 | $1.0B | $2.4B | ||
| Q4 25 | $1.3B | $2.9B | ||
| Q3 25 | $1.2B | $2.8B | ||
| Q2 25 | $1.0B | $3.0B | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.3B | $3.0B | ||
| Q3 24 | $2.1B | $2.8B | ||
| Q2 24 | $1.8B | $2.7B |
总债务EPAMON
| Q1 26 | $165.0M | $3.0B | ||
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | — | $3.4B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $3.4B |
股东权益EPAMON
| Q1 26 | $3.4B | $7.3B | ||
| Q4 25 | $3.7B | $7.9B | ||
| Q3 25 | $3.7B | $7.9B | ||
| Q2 25 | $3.7B | $8.0B | ||
| Q1 25 | $3.6B | — | ||
| Q4 24 | $3.6B | $8.8B | ||
| Q3 24 | $3.6B | $8.6B | ||
| Q2 24 | $3.4B | $8.3B |
总资产EPAMON
| Q1 26 | $4.7B | $12.0B | ||
| Q4 25 | $4.9B | $13.0B | ||
| Q3 25 | $4.8B | $13.1B | ||
| Q2 25 | $4.7B | $13.3B | ||
| Q1 25 | $4.7B | — | ||
| Q4 24 | $4.8B | $14.1B | ||
| Q3 24 | $4.5B | $13.9B | ||
| Q2 24 | $4.2B | $13.7B |
负债/权益比EPAMON
| Q1 26 | 0.05× | 0.41× | ||
| Q4 25 | — | 0.43× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.42× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.38× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | — | 0.41× |
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 | — | $239.1M |
| 自由现金流经营现金流 - 资本支出 | — | $217.2M |
| 自由现金流率自由现金流/营收 | — | 14.4% |
| 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 | — | 1.32× |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势，按日历期对齐
经营现金流EPAMON
| Q1 26 | — | $239.1M | ||
| Q4 25 | $282.9M | $418.7M | ||
| Q3 25 | $294.7M | $184.3M | ||
| Q2 25 | $53.2M | $602.3M | ||
| Q1 25 | $24.2M | — | ||
| Q4 24 | $130.3M | $579.7M | ||
| Q3 24 | $242.0M | $465.8M | ||
| Q2 24 | $57.0M | $362.2M |
自由现金流EPAMON
| Q1 26 | — | $217.2M | ||
| Q4 25 | $268.1M | $372.4M | ||
| Q3 25 | $286.4M | $106.1M | ||
| Q2 25 | $43.4M | $454.7M | ||
| Q1 25 | $14.8M | — | ||
| Q4 24 | $114.5M | $434.8M | ||
| Q3 24 | $237.0M | $293.6M | ||
| Q2 24 | $52.3M | $207.7M |
自由现金流率EPAMON
| Q1 26 | — | 14.4% | ||
| Q4 25 | 19.0% | 24.0% | ||
| Q3 25 | 20.5% | 7.2% | ||
| Q2 25 | 3.2% | 31.5% | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 9.2% | 25.2% | ||
| Q3 24 | 20.3% | 16.7% | ||
| Q2 24 | 4.6% | 12.0% |
资本支出强度EPAMON
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 3.0% | ||
| Q3 25 | 0.6% | 5.3% | ||
| Q2 25 | 0.7% | 10.2% | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | 1.3% | 8.4% | ||
| Q3 24 | 0.4% | 9.8% | ||
| Q2 24 | 0.4% | 8.9% |
现金转化率EPAMON
| Q1 26 | — | 1.32× | ||
| Q4 25 | 2.59× | 1.64× | ||
| Q3 25 | 2.76× | 1.08× | ||
| Q2 25 | 0.60× | — | ||
| Q1 25 | 0.33× | — | ||
| Q4 24 | 1.26× | 1.53× | ||
| Q3 24 | 1.77× | 1.16× | ||
| Q2 24 | 0.58× | 1.07× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
