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EPAM Systems（EPAM）与Sylvamo Corp（SLVM）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Sylvamo Corp的1.9倍（$1.4B vs $755.0M），EPAM Systems净利率更高（5.9% vs -0.4%，领先6.3%），EPAM Systems同比增速更快（7.6% vs -8.0%），过去两年EPAM Systems的营收复合增速更高（10.5% vs -10.0%）
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。
西尔瓦莫公司是全球领先的可持续纸浆与纸品生产商，核心产品包括非涂布印刷纸、包装纸及商用纸浆，业务覆盖北美、欧洲、拉美地区，服务办公耗材、出版、商业印刷、包装等多个领域。
EPAM vs SLVM — 直观对比
营收规模更大
EPAM
是对方的1.9倍
$755.0M
营收增速更快
EPAM
高出15.6%
-8.0%
净利率更高
EPAM
高出6.3%
-0.4%
两年增速更快
EPAM
近两年复合增速
-10.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $755.0M |
| 净利润 | $82.5M | $-3.0M |
| 毛利率 | — | — |
| 营业利润率 | 8.3% | — |
| 净利率 | 5.9% | -0.4% |
| 营收同比 | 7.6% | -8.0% |
| 净利润同比 | 12.3% | — |
| 每股收益（稀释后） | $1.52 | $-0.08 |
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EPAMSLVM
| Q1 26 | $1.4B | $755.0M | ||
| Q4 25 | $1.4B | $890.0M | ||
| Q3 25 | $1.4B | $846.0M | ||
| Q2 25 | $1.4B | $794.0M | ||
| Q1 25 | $1.3B | $821.0M | ||
| Q4 24 | $1.2B | $970.0M | ||
| Q3 24 | $1.2B | $965.0M | ||
| Q2 24 | $1.1B | $933.0M |
净利润EPAMSLVM
| Q1 26 | $82.5M | $-3.0M | ||
| Q4 25 | $109.4M | $33.0M | ||
| Q3 25 | $106.8M | $57.0M | ||
| Q2 25 | $88.0M | $15.0M | ||
| Q1 25 | $73.5M | $27.0M | ||
| Q4 24 | $103.3M | $81.0M | ||
| Q3 24 | $136.3M | $95.0M | ||
| Q2 24 | $98.6M | $83.0M |
毛利率EPAMSLVM
| 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EPAMSLVM
| Q1 26 | 8.3% | — | ||
| Q4 25 | 10.6% | 8.9% | ||
| Q3 25 | 10.4% | 11.6% | ||
| Q2 25 | 9.3% | 3.8% | ||
| Q1 25 | 7.6% | 5.4% | ||
| Q4 24 | 10.9% | 11.2% | ||
| Q3 24 | 15.2% | 15.5% | ||
| Q2 24 | 10.5% | 13.1% |
净利率EPAMSLVM
| Q1 26 | 5.9% | -0.4% | ||
| Q4 25 | 7.8% | 3.7% | ||
| Q3 25 | 7.7% | 6.7% | ||
| Q2 25 | 6.5% | 1.9% | ||
| Q1 25 | 5.6% | 3.3% | ||
| Q4 24 | 8.3% | 8.4% | ||
| Q3 24 | 11.7% | 9.8% | ||
| Q2 24 | 8.6% | 8.9% |
每股收益（稀释后）EPAMSLVM
| Q1 26 | $1.52 | $-0.08 | ||
| Q4 25 | $1.97 | $0.81 | ||
| Q3 25 | $1.91 | $1.41 | ||
| Q2 25 | $1.56 | $0.37 | ||
| Q1 25 | $1.28 | $0.65 | ||
| Q4 24 | $1.80 | $1.91 | ||
| Q3 24 | $2.37 | $2.27 | ||
| Q2 24 | $1.70 | $1.98 |
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 | — |
| 总债务越低越好 | $165.0M | $766.0M |
| 股东权益账面价值 | $3.4B | $979.0M |
| 总资产 | $4.7B | $2.8B |
| 负债/权益比越低杠杆越低 | 0.05× | 0.78× |
8季度趋势，按日历期对齐
现金及短期投资EPAMSLVM
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.3B | $198.0M | ||
| Q3 25 | $1.2B | $146.0M | ||
| Q2 25 | $1.0B | $183.0M | ||
| Q1 25 | $1.2B | $220.0M | ||
| Q4 24 | $1.3B | $309.0M | ||
| Q3 24 | $2.1B | $414.0M | ||
| Q2 24 | $1.8B | $213.0M |
总债务EPAMSLVM
| Q1 26 | $165.0M | $766.0M | ||
| Q4 25 | — | $763.0M | ||
| Q3 25 | — | $778.0M | ||
| Q2 25 | — | $767.0M | ||
| Q1 25 | — | $794.0M | ||
| Q4 24 | — | $782.0M | ||
| Q3 24 | — | $883.0M | ||
| Q2 24 | — | $894.0M |
股东权益EPAMSLVM
| Q1 26 | $3.4B | $979.0M | ||
| Q4 25 | $3.7B | $966.0M | ||
| Q3 25 | $3.7B | $977.0M | ||
| Q2 25 | $3.7B | $959.0M | ||
| Q1 25 | $3.6B | $908.0M | ||
| Q4 24 | $3.6B | $847.0M | ||
| Q3 24 | $3.6B | $937.0M | ||
| Q2 24 | $3.4B | $830.0M |
总资产EPAMSLVM
| Q1 26 | $4.7B | $2.8B | ||
| Q4 25 | $4.9B | $2.8B | ||
| Q3 25 | $4.8B | $2.7B | ||
| Q2 25 | $4.7B | $2.7B | ||
| Q1 25 | $4.7B | $2.6B | ||
| Q4 24 | $4.8B | $2.6B | ||
| Q3 24 | $4.5B | $2.9B | ||
| Q2 24 | $4.2B | $2.7B |
负债/权益比EPAMSLVM
| Q1 26 | 0.05× | 0.78× | ||
| Q4 25 | — | 0.79× | ||
| Q3 25 | — | 0.80× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.92× | ||
| Q3 24 | — | 0.94× | ||
| Q2 24 | — | 1.08× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $-59.0M |
| 自由现金流率自由现金流/营收 | — | -7.8% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $10.0M |
8季度趋势，按日历期对齐
经营现金流EPAMSLVM
| Q1 26 | — | — | ||
| Q4 25 | $282.9M | $94.0M | ||
| Q3 25 | $294.7M | $87.0M | ||
| Q2 25 | $53.2M | $64.0M | ||
| Q1 25 | $24.2M | $23.0M | ||
| Q4 24 | $130.3M | $164.0M | ||
| Q3 24 | $242.0M | $163.0M | ||
| Q2 24 | $57.0M | $115.0M |
自由现金流EPAMSLVM
| Q1 26 | — | $-59.0M | ||
| Q4 25 | $268.1M | $38.0M | ||
| Q3 25 | $286.4M | $33.0M | ||
| Q2 25 | $43.4M | $-2.0M | ||
| Q1 25 | $14.8M | $-25.0M | ||
| Q4 24 | $114.5M | $100.0M | ||
| Q3 24 | $237.0M | $119.0M | ||
| Q2 24 | $52.3M | $62.0M |
自由现金流率EPAMSLVM
| Q1 26 | — | -7.8% | ||
| Q4 25 | 19.0% | 4.3% | ||
| Q3 25 | 20.5% | 3.9% | ||
| Q2 25 | 3.2% | -0.3% | ||
| Q1 25 | 1.1% | -3.0% | ||
| Q4 24 | 9.2% | 10.3% | ||
| Q3 24 | 20.3% | 12.3% | ||
| Q2 24 | 4.6% | 6.6% |
资本支出强度EPAMSLVM
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 6.3% | ||
| Q3 25 | 0.6% | 6.4% | ||
| Q2 25 | 0.7% | 8.3% | ||
| Q1 25 | 0.7% | 5.8% | ||
| Q4 24 | 1.3% | 6.6% | ||
| Q3 24 | 0.4% | 4.6% | ||
| Q2 24 | 0.4% | 5.7% |
现金转化率EPAMSLVM
| Q1 26 | — | — | ||
| Q4 25 | 2.59× | 2.85× | ||
| Q3 25 | 2.76× | 1.53× | ||
| Q2 25 | 0.60× | 4.27× | ||
| Q1 25 | 0.33× | 0.85× | ||
| Q4 24 | 1.26× | 2.02× | ||
| Q3 24 | 1.77× | 1.72× | ||
| Q2 24 | 0.58× | 1.39× |
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
SLVM
| North America | $390.0M | 52% |
| Europe | $190.0M | 25% |
| Latin America | $187.0M | 25% |
