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EPAM Systems（EPAM）与STERLING INFRASTRUCTURE, INC.（STRL）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STERLING INFRASTRUCTURE, INC.的1.7倍（$1.4B vs $825.7M），STERLING INFRASTRUCTURE, INC.净利率更高（11.6% vs 5.9%，领先5.7%），STERLING INFRASTRUCTURE, INC.同比增速更快（91.6% vs 7.6%），过去两年STERLING INFRASTRUCTURE, INC.的营收复合增速更高（19.0% vs 10.5%）
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。
本公司是总部位于印度马哈拉施特拉邦孟买的跨国工程总承包（EPC）企业，业务覆盖可再生能源、数据中心、柴油发电、机电水暖（MEP）服务等多个领域，已在全球三十余个国家交付项目，执行团队遍布亚洲、中东、非洲、欧洲及澳大利亚。
EPAM vs STRL — 直观对比
营收规模更大
EPAM
是对方的1.7倍
$825.7M
营收增速更快
STRL
高出84.0%
7.6%
净利率更高
STRL
高出5.7%
5.9%
两年增速更快
STRL
近两年复合增速
10.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $825.7M |
| 净利润 | $82.5M | $96.0M |
| 毛利率 | — | 23.5% |
| 营业利润率 | 8.3% | 16.7% |
| 净利率 | 5.9% | 11.6% |
| 营收同比 | 7.6% | 91.6% |
| 净利润同比 | 12.3% | 143.1% |
| 每股收益（稀释后） | $1.52 | $3.09 |
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EPAMSTRL
| Q1 26 | $1.4B | $825.7M | ||
| Q4 25 | $1.4B | $755.6M | ||
| Q3 25 | $1.4B | $689.0M | ||
| Q2 25 | $1.4B | $614.5M | ||
| Q1 25 | $1.3B | $430.9M | ||
| Q4 24 | $1.2B | $498.8M | ||
| Q3 24 | $1.2B | $593.7M | ||
| Q2 24 | $1.1B | $582.8M |
净利润EPAMSTRL
| Q1 26 | $82.5M | $96.0M | ||
| Q4 25 | $109.4M | $87.6M | ||
| Q3 25 | $106.8M | $92.1M | ||
| Q2 25 | $88.0M | $71.0M | ||
| Q1 25 | $73.5M | $39.5M | ||
| Q4 24 | $103.3M | $113.2M | ||
| Q3 24 | $136.3M | $61.3M | ||
| Q2 24 | $98.6M | $51.9M |
毛利率EPAMSTRL
| Q1 26 | — | 23.5% | ||
| Q4 25 | 30.1% | 21.7% | ||
| Q3 25 | 29.5% | 24.7% | ||
| Q2 25 | 28.8% | 23.3% | ||
| Q1 25 | 26.9% | 22.0% | ||
| Q4 24 | 30.4% | 21.4% | ||
| Q3 24 | 34.6% | 21.9% | ||
| Q2 24 | 29.3% | 19.3% |
营业利润率EPAMSTRL
| Q1 26 | 8.3% | 16.7% | ||
| Q4 25 | 10.6% | 15.9% | ||
| Q3 25 | 10.4% | 18.2% | ||
| Q2 25 | 9.3% | 17.0% | ||
| Q1 25 | 7.6% | 13.0% | ||
| Q4 24 | 10.9% | 12.5% | ||
| Q3 24 | 15.2% | 14.7% | ||
| Q2 24 | 10.5% | 12.5% |
净利率EPAMSTRL
| Q1 26 | 5.9% | 11.6% | ||
| Q4 25 | 7.8% | 11.6% | ||
| Q3 25 | 7.7% | 13.4% | ||
| Q2 25 | 6.5% | 11.6% | ||
| Q1 25 | 5.6% | 9.2% | ||
| Q4 24 | 8.3% | 22.7% | ||
| Q3 24 | 11.7% | 10.3% | ||
| Q2 24 | 8.6% | 8.9% |
每股收益（稀释后）EPAMSTRL
| Q1 26 | $1.52 | $3.09 | ||
| Q4 25 | $1.97 | $2.82 | ||
| Q3 25 | $1.91 | $2.97 | ||
| Q2 25 | $1.56 | $2.31 | ||
| Q1 25 | $1.28 | $1.28 | ||
| Q4 24 | $1.80 | $3.63 | ||
| Q3 24 | $2.37 | $1.97 | ||
| Q2 24 | $1.70 | $1.67 |
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 | $511.9M |
| 总债务越低越好 | $165.0M | $287.5M |
| 股东权益账面价值 | $3.4B | $1.2B |
| 总资产 | $4.7B | $2.8B |
| 负债/权益比越低杠杆越低 | 0.05× | 0.24× |
8季度趋势，按日历期对齐
现金及短期投资EPAMSTRL
| Q1 26 | $1.0B | $511.9M | ||
| Q4 25 | $1.3B | $390.7M | ||
| Q3 25 | $1.2B | $306.4M | ||
| Q2 25 | $1.0B | $699.4M | ||
| Q1 25 | $1.2B | $638.6M | ||
| Q4 24 | $1.3B | $664.2M | ||
| Q3 24 | $2.1B | $648.1M | ||
| Q2 24 | $1.8B | $540.0M |
总债务EPAMSTRL
| Q1 26 | $165.0M | $287.5M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益EPAMSTRL
| Q1 26 | $3.4B | $1.2B | ||
| Q4 25 | $3.7B | $1.1B | ||
| Q3 25 | $3.7B | $1.1B | ||
| Q2 25 | $3.7B | $881.7M | ||
| Q1 25 | $3.6B | $805.4M | ||
| Q4 24 | $3.6B | $808.1M | ||
| Q3 24 | $3.6B | $716.5M | ||
| Q2 24 | $3.4B | $670.7M |
总资产EPAMSTRL
| Q1 26 | $4.7B | $2.8B | ||
| Q4 25 | $4.9B | $2.6B | ||
| Q3 25 | $4.8B | $2.6B | ||
| Q2 25 | $4.7B | $2.2B | ||
| Q1 25 | $4.7B | $2.0B | ||
| Q4 24 | $4.8B | $2.0B | ||
| Q3 24 | $4.5B | $2.0B | ||
| Q2 24 | $4.2B | $2.0B |
负债/权益比EPAMSTRL
| Q1 26 | 0.05× | 0.24× | ||
| 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 | — | $165.6M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 2.4% |
| 现金转化率经营现金流/净利润 | — | 1.73× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流EPAMSTRL
| Q1 26 | — | $165.6M | ||
| Q4 25 | $282.9M | $186.1M | ||
| Q3 25 | $294.7M | $83.6M | ||
| Q2 25 | $53.2M | $85.4M | ||
| Q1 25 | $24.2M | $84.9M | ||
| Q4 24 | $130.3M | $174.3M | ||
| Q3 24 | $242.0M | $152.3M | ||
| Q2 24 | $57.0M | $121.0M |
自由现金流EPAMSTRL
| Q1 26 | — | — | ||
| Q4 25 | $268.1M | $159.7M | ||
| Q3 25 | $286.4M | $64.0M | ||
| Q2 25 | $43.4M | $72.1M | ||
| Q1 25 | $14.8M | $67.0M | ||
| Q4 24 | $114.5M | $158.6M | ||
| Q3 24 | $237.0M | $138.3M | ||
| Q2 24 | $52.3M | $92.1M |
自由现金流率EPAMSTRL
| Q1 26 | — | — | ||
| Q4 25 | 19.0% | 21.1% | ||
| Q3 25 | 20.5% | 9.3% | ||
| Q2 25 | 3.2% | 11.7% | ||
| Q1 25 | 1.1% | 15.5% | ||
| Q4 24 | 9.2% | 31.8% | ||
| Q3 24 | 20.3% | 23.3% | ||
| Q2 24 | 4.6% | 15.8% |
资本支出强度EPAMSTRL
| Q1 26 | — | 2.4% | ||
| Q4 25 | 1.1% | 3.5% | ||
| Q3 25 | 0.6% | 2.9% | ||
| Q2 25 | 0.7% | 2.2% | ||
| Q1 25 | 0.7% | 4.2% | ||
| Q4 24 | 1.3% | 3.1% | ||
| Q3 24 | 0.4% | 2.4% | ||
| Q2 24 | 0.4% | 5.0% |
现金转化率EPAMSTRL
| Q1 26 | — | 1.73× | ||
| Q4 25 | 2.59× | 2.12× | ||
| Q3 25 | 2.76× | 0.91× | ||
| Q2 25 | 0.60× | 1.20× | ||
| Q1 25 | 0.33× | 2.15× | ||
| Q4 24 | 1.26× | 1.54× | ||
| Q3 24 | 1.77× | 2.48× | ||
| Q2 24 | 0.58× | 2.33× |
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
STRL
| E-Infrastructure Solutions | $597.7M | 72% |
| Transportation Solutions | $132.9M | 16% |
| Building Solutions | $95.1M | 12% |
