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艺达思集团（IEX）与UiPath, Inc.（PATH）财务数据对比。点击上方公司名可切换其他公司
UiPath, Inc.的季度营收约是艺达思集团的1.0倍（$411.1M vs $398.4M），UiPath, Inc.净利率更高（48.4% vs 30.1%，领先18.2%），艺达思集团同比增速更快（16.7% vs 15.9%），艺达思集团自由现金流更多（$86.0M vs $25.1M），过去两年UiPath, Inc.的营收复合增速更高（0.7% vs -29.4%）
艺达思集团是一家公开上市的工业制造企业，专注于流体系统与特种工程产品的研发和生产，产品广泛应用于工业制造、生命科学、食品安全等多个领域，可为全球各行业客户提供高性能定制化解决方案。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
IEX vs PATH — 直观对比
营收规模更大
PATH
是对方的1.0倍
$398.4M
营收增速更快
IEX
高出0.7%
15.9%
净利率更高
PATH
高出18.2%
30.1%
自由现金流更多
IEX
多$60.9M
$25.1M
两年增速更快
PATH
近两年复合增速
-29.4%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $398.4M | $411.1M |
| 净利润 | $120.0M | $198.8M |
| 毛利率 | 99.9% | 83.3% |
| 营业利润率 | 43.3% | 3.2% |
| 净利率 | 30.1% | 48.4% |
| 营收同比 | 16.7% | 15.9% |
| 净利润同比 | 25.7% | 1966.2% |
| 每股收益（稀释后） | $1.61 | $0.37 |
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IEXPATH
| Q2 26 | $398.4M | — | ||
| Q1 26 | $407.7M | — | ||
| Q4 25 | $899.1M | $411.1M | ||
| Q3 25 | $878.7M | $361.7M | ||
| Q2 25 | $865.4M | $356.6M | ||
| Q1 25 | $814.3M | $423.6M | ||
| Q4 24 | $862.9M | $354.7M | ||
| Q3 24 | $798.2M | $316.3M |
净利润IEXPATH
| Q2 26 | $120.0M | — | ||
| Q1 26 | $128.3M | — | ||
| Q4 25 | $128.3M | $198.8M | ||
| Q3 25 | $127.8M | $1.6M | ||
| Q2 25 | $131.6M | $-22.6M | ||
| Q1 25 | $95.5M | $51.8M | ||
| Q4 24 | $123.2M | $-10.7M | ||
| Q3 24 | $119.1M | $-86.1M |
毛利率IEXPATH
| Q2 26 | 99.9% | — | ||
| Q1 26 | 94.9% | — | ||
| Q4 25 | 43.1% | 83.3% | ||
| Q3 25 | 44.5% | 82.2% | ||
| Q2 25 | 45.3% | 82.1% | ||
| Q1 25 | 45.3% | 84.8% | ||
| Q4 24 | 42.5% | 82.0% | ||
| Q3 24 | 44.3% | 80.0% |
营业利润率IEXPATH
| Q2 26 | 43.3% | — | ||
| Q1 26 | 45.0% | — | ||
| Q4 25 | 20.4% | 3.2% | ||
| Q3 25 | 21.1% | -5.6% | ||
| Q2 25 | 21.7% | -4.6% | ||
| Q1 25 | 17.4% | 7.9% | ||
| Q4 24 | 19.2% | -12.2% | ||
| Q3 24 | 21.0% | -32.7% |
净利率IEXPATH
| Q2 26 | 30.1% | — | ||
| Q1 26 | 31.5% | — | ||
| Q4 25 | 14.3% | 48.4% | ||
| Q3 25 | 14.5% | 0.4% | ||
| Q2 25 | 15.2% | -6.3% | ||
| Q1 25 | 11.7% | 12.2% | ||
| Q4 24 | 14.3% | -3.0% | ||
| Q3 24 | 14.9% | -27.2% |
每股收益（稀释后）IEXPATH
| Q2 26 | $1.61 | — | ||
| Q1 26 | $1.71 | — | ||
| Q4 25 | $1.71 | $0.37 | ||
| Q3 25 | $1.70 | $0.00 | ||
| Q2 25 | $1.74 | $-0.04 | ||
| Q1 25 | $1.26 | $0.09 | ||
| Q4 24 | $1.61 | $-0.02 | ||
| Q3 24 | $1.57 | $-0.15 |
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 | $586.2M | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $1.9B |
| 总资产 | $6.9B | $2.9B |
| 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IEXPATH
| Q2 26 | $586.2M | — | ||
| Q1 26 | $580.0M | — | ||
| Q4 25 | $580.0M | $1.4B | ||
| Q3 25 | $593.8M | $1.4B | ||
| Q2 25 | $568.2M | $1.6B | ||
| Q1 25 | $594.1M | $1.6B | ||
| Q4 24 | $620.8M | $1.6B | ||
| Q3 24 | $633.2M | $1.7B |
总债务IEXPATH
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.1B | — |
股东权益IEXPATH
| Q2 26 | $4.0B | — | ||
| Q1 26 | $4.0B | — | ||
| Q4 25 | $4.0B | $1.9B | ||
| Q3 25 | $4.0B | $1.7B | ||
| Q2 25 | $4.0B | $1.7B | ||
| Q1 25 | $3.9B | $1.8B | ||
| Q4 24 | $3.8B | $1.7B | ||
| Q3 24 | $3.8B | $1.8B |
总资产IEXPATH
| Q2 26 | $6.9B | — | ||
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.9B | $2.9B | ||
| Q3 25 | $7.0B | $2.6B | ||
| Q2 25 | $6.9B | $2.6B | ||
| Q1 25 | $6.8B | $2.9B | ||
| Q4 24 | $6.7B | $2.7B | ||
| Q3 24 | $7.0B | $2.7B |
负债/权益比IEXPATH
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.50× | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.55× | — |
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 | — | $28.3M |
| 自由现金流经营现金流 - 资本支出 | $86.0M | $25.1M |
| 自由现金流率自由现金流/营收 | 21.6% | 6.1% |
| 资本支出强度资本支出/营收 | 4.4% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 0.14× |
| 过去12个月自由现金流最近4个季度 | $654.3M | — |
8季度趋势，按日历期对齐
经营现金流IEXPATH
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $209.5M | $28.3M | ||
| Q3 25 | $203.5M | $41.6M | ||
| Q2 25 | $161.7M | $119.0M | ||
| Q1 25 | $105.7M | $146.1M | ||
| Q4 24 | $172.6M | $28.1M | ||
| Q3 24 | $205.3M | $46.4M |
自由现金流IEXPATH
| Q2 26 | $86.0M | — | ||
| Q1 26 | $189.8M | — | ||
| Q4 25 | $189.8M | $25.1M | ||
| Q3 25 | $188.7M | — | ||
| Q2 25 | $146.9M | $106.2M | ||
| Q1 25 | $91.4M | $138.7M | ||
| Q4 24 | $157.1M | $23.2M | ||
| Q3 24 | $191.6M | $45.0M |
自由现金流率IEXPATH
| Q2 26 | 21.6% | — | ||
| Q1 26 | 46.6% | — | ||
| Q4 25 | 21.1% | 6.1% | ||
| Q3 25 | 21.5% | — | ||
| Q2 25 | 17.0% | 29.8% | ||
| Q1 25 | 11.2% | 32.7% | ||
| Q4 24 | 18.2% | 6.5% | ||
| Q3 24 | 24.0% | 14.2% |
资本支出强度IEXPATH
| Q2 26 | 4.4% | — | ||
| Q1 26 | 15.6% | — | ||
| Q4 25 | 2.2% | 0.8% | ||
| Q3 25 | 1.7% | 0.0% | ||
| Q2 25 | 1.7% | 3.6% | ||
| Q1 25 | 1.8% | 1.7% | ||
| Q4 24 | 1.8% | 1.4% | ||
| Q3 24 | 1.7% | 0.4% |
现金转化率IEXPATH
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.63× | 0.14× | ||
| Q3 25 | 1.59× | 26.25× | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 1.11× | 2.82× | ||
| Q4 24 | 1.40× | — | ||
| Q3 24 | 1.72× | — |
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
IEX
暂无分部数据
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
