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EPAM Systems（EPAM）与帕兰提尔科技（PLTR）财务数据对比。点击上方公司名可切换其他公司
EPAM Systems的季度营收约是帕兰提尔科技的1.0倍（$1.4B vs $1.4B），帕兰提尔科技净利率更高（43.3% vs 7.8%，领先35.5%），帕兰提尔科技同比增速更快（70.0% vs 12.8%），帕兰提尔科技自由现金流更多（$764.0M vs $268.1M），过去两年帕兰提尔科技的营收复合增速更高（48.9% 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。
帕兰提尔科技是美国上市企业，专注研发数据集成与分析平台，为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库，广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
EPAM vs PLTR — 直观对比
营收规模更大
EPAM
是对方的1.0倍
$1.4B
营收增速更快
PLTR
高出57.2%
12.8%
净利率更高
PLTR
高出35.5%
7.8%
自由现金流更多
PLTR
多$495.9M
$268.1M
两年增速更快
PLTR
近两年复合增速
9.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.4B |
| 净利润 | $109.4M | $608.7M |
| 毛利率 | 30.1% | 84.6% |
| 营业利润率 | 10.6% | 40.9% |
| 净利率 | 7.8% | 43.3% |
| 营收同比 | 12.8% | 70.0% |
| 净利润同比 | 5.9% | 670.4% |
| 每股收益（稀释后） | $1.97 | $0.24 |
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EPAMPLTR
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.4B | $1.0B | ||
| Q1 25 | $1.3B | $883.9M | ||
| Q4 24 | $1.2B | $827.5M | ||
| Q3 24 | $1.2B | $725.5M | ||
| Q2 24 | $1.1B | $678.1M | ||
| Q1 24 | $1.2B | $634.3M |
净利润EPAMPLTR
| Q4 25 | $109.4M | $608.7M | ||
| Q3 25 | $106.8M | $475.6M | ||
| Q2 25 | $88.0M | $326.7M | ||
| Q1 25 | $73.5M | $214.0M | ||
| Q4 24 | $103.3M | $79.0M | ||
| Q3 24 | $136.3M | $143.5M | ||
| Q2 24 | $98.6M | $134.1M | ||
| Q1 24 | $116.2M | $105.5M |
毛利率EPAMPLTR
| Q4 25 | 30.1% | 84.6% | ||
| Q3 25 | 29.5% | 82.4% | ||
| Q2 25 | 28.8% | 80.8% | ||
| Q1 25 | 26.9% | 80.4% | ||
| Q4 24 | 30.4% | 78.9% | ||
| Q3 24 | 34.6% | 79.8% | ||
| Q2 24 | 29.3% | 81.0% | ||
| Q1 24 | 28.4% | 81.7% |
营业利润率EPAMPLTR
| Q4 25 | 10.6% | 40.9% | ||
| Q3 25 | 10.4% | 33.3% | ||
| Q2 25 | 9.3% | 26.8% | ||
| Q1 25 | 7.6% | 19.9% | ||
| Q4 24 | 10.9% | 1.3% | ||
| Q3 24 | 15.2% | 15.6% | ||
| Q2 24 | 10.5% | 15.5% | ||
| Q1 24 | 9.5% | 12.8% |
净利率EPAMPLTR
| Q4 25 | 7.8% | 43.3% | ||
| Q3 25 | 7.7% | 40.3% | ||
| Q2 25 | 6.5% | 32.6% | ||
| Q1 25 | 5.6% | 24.2% | ||
| Q4 24 | 8.3% | 9.5% | ||
| Q3 24 | 11.7% | 19.8% | ||
| Q2 24 | 8.6% | 19.8% | ||
| Q1 24 | 10.0% | 16.6% |
每股收益（稀释后）EPAMPLTR
| Q4 25 | $1.97 | $0.24 | ||
| Q3 25 | $1.91 | $0.18 | ||
| Q2 25 | $1.56 | $0.13 | ||
| Q1 25 | $1.28 | $0.08 | ||
| Q4 24 | $1.80 | $0.03 | ||
| Q3 24 | $2.37 | $0.06 | ||
| Q2 24 | $1.70 | $0.06 | ||
| Q1 24 | $1.97 | $0.04 |
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 | $1.3B | $7.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.7B | $7.4B |
| 总资产 | $4.9B | $8.9B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资EPAMPLTR
| Q4 25 | $1.3B | $7.2B | ||
| Q3 25 | $1.2B | $6.4B | ||
| Q2 25 | $1.0B | $6.0B | ||
| Q1 25 | $1.2B | $5.4B | ||
| Q4 24 | $1.3B | $5.2B | ||
| Q3 24 | $2.1B | $4.6B | ||
| Q2 24 | $1.8B | $4.0B | ||
| Q1 24 | $2.0B | $3.9B |
股东权益EPAMPLTR
| Q4 25 | $3.7B | $7.4B | ||
| Q3 25 | $3.7B | $6.6B | ||
| Q2 25 | $3.7B | $5.9B | ||
| Q1 25 | $3.6B | $5.4B | ||
| Q4 24 | $3.6B | $5.0B | ||
| Q3 24 | $3.6B | $4.5B | ||
| Q2 24 | $3.4B | $4.1B | ||
| Q1 24 | $3.5B | $3.8B |
总资产EPAMPLTR
| Q4 25 | $4.9B | $8.9B | ||
| Q3 25 | $4.8B | $8.1B | ||
| Q2 25 | $4.7B | $7.4B | ||
| Q1 25 | $4.7B | $6.7B | ||
| Q4 24 | $4.8B | $6.3B | ||
| Q3 24 | $4.5B | $5.8B | ||
| Q2 24 | $4.2B | $5.2B | ||
| Q1 24 | $4.4B | $4.8B |
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 | $282.9M | $777.3M |
| 自由现金流经营现金流 - 资本支出 | $268.1M | $764.0M |
| 自由现金流率自由现金流/营收 | 19.0% | 54.3% |
| 资本支出强度资本支出/营收 | 1.1% | 0.9% |
| 现金转化率经营现金流/净利润 | 2.59× | 1.28× |
| 过去12个月自由现金流最近4个季度 | $612.7M | $2.1B |
8季度趋势，按日历期对齐
经营现金流EPAMPLTR
| Q4 25 | $282.9M | $777.3M | ||
| Q3 25 | $294.7M | $507.7M | ||
| Q2 25 | $53.2M | $539.3M | ||
| Q1 25 | $24.2M | $310.3M | ||
| Q4 24 | $130.3M | $460.3M | ||
| Q3 24 | $242.0M | $419.8M | ||
| Q2 24 | $57.0M | $144.2M | ||
| Q1 24 | $129.9M | $129.6M |
自由现金流EPAMPLTR
| Q4 25 | $268.1M | $764.0M | ||
| Q3 25 | $286.4M | $500.9M | ||
| Q2 25 | $43.4M | $531.6M | ||
| Q1 25 | $14.8M | $304.1M | ||
| Q4 24 | $114.5M | $457.2M | ||
| Q3 24 | $237.0M | $415.8M | ||
| Q2 24 | $52.3M | $141.3M | ||
| Q1 24 | $123.2M | $126.9M |
自由现金流率EPAMPLTR
| Q4 25 | 19.0% | 54.3% | ||
| Q3 25 | 20.5% | 42.4% | ||
| Q2 25 | 3.2% | 53.0% | ||
| Q1 25 | 1.1% | 34.4% | ||
| Q4 24 | 9.2% | 55.3% | ||
| Q3 24 | 20.3% | 57.3% | ||
| Q2 24 | 4.6% | 20.8% | ||
| Q1 24 | 10.6% | 20.0% |
资本支出强度EPAMPLTR
| Q4 25 | 1.1% | 0.9% | ||
| Q3 25 | 0.6% | 0.6% | ||
| Q2 25 | 0.7% | 0.8% | ||
| Q1 25 | 0.7% | 0.7% | ||
| Q4 24 | 1.3% | 0.4% | ||
| Q3 24 | 0.4% | 0.5% | ||
| Q2 24 | 0.4% | 0.4% | ||
| Q1 24 | 0.6% | 0.4% |
现金转化率EPAMPLTR
| Q4 25 | 2.59× | 1.28× | ||
| Q3 25 | 2.76× | 1.07× | ||
| Q2 25 | 0.60× | 1.65× | ||
| Q1 25 | 0.33× | 1.45× | ||
| Q4 24 | 1.26× | 5.83× | ||
| Q3 24 | 1.77× | 2.92× | ||
| Q2 24 | 0.58× | 1.08× | ||
| Q1 24 | 1.12× | 1.23× |
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
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |
