vs
Ameris Bancorp（ABCB）与BOSTON BEER CO INC（SAM）财务数据对比。点击上方公司名可切换其他公司
BOSTON BEER CO INC的季度营收约是Ameris Bancorp的1.2倍（$385.7M vs $314.4M），Ameris Bancorp净利率更高（35.1% vs -5.8%，领先41.0%），Ameris Bancorp同比增速更快（10.0% vs -4.1%），过去两年Ameris Bancorp的营收复合增速更高（2.3% vs -4.9%）
Ameris Bancorp是总部位于美国佐治亚州亚特兰大的银行控股企业，旗下子公司Ameris Bank在佐治亚、阿拉巴马、佛罗里达、北卡罗来纳、南卡罗来纳五州运营全服务网点，另在多州设有抵押贷款专属站点，同时面向个人及企业客户提供便捷的线上及移动银行服务。
波士顿啤酒公司是美国知名酿酒企业，1984年由吉姆·科赫与朗达·卡尔曼联合创立。旗下首款产品以美国开国元勋、独立运动先驱塞缪尔·亚当斯命名，后续陆续推出多个自有品牌，2019年正式完成与角鲨头酿酒厂的合并，是北美精酿啤酒行业的核心参与者之一。
ABCB vs SAM — 直观对比
营收规模更大
SAM
是对方的1.2倍
$314.4M
营收增速更快
ABCB
高出14.1%
-4.1%
净利率更高
ABCB
高出41.0%
-5.8%
两年增速更快
ABCB
近两年复合增速
-4.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $314.4M | $385.7M |
| 净利润 | $110.5M | $-22.5M |
| 毛利率 | — | 43.5% |
| 营业利润率 | — | -8.6% |
| 净利率 | 35.1% | -5.8% |
| 营收同比 | 10.0% | -4.1% |
| 净利润同比 | — | 41.9% |
| 每股收益（稀释后） | $1.63 | $-1.97 |
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ABCBSAM
| Q1 26 | $314.4M | — | ||
| Q4 25 | $307.1M | $385.7M | ||
| Q3 25 | $314.2M | $537.5M | ||
| Q2 25 | $300.7M | $587.9M | ||
| Q1 25 | $285.9M | $453.9M | ||
| Q4 24 | $290.8M | $402.3M | ||
| Q3 24 | $283.8M | $605.5M | ||
| Q2 24 | $300.6M | $579.1M |
净利润ABCBSAM
| Q1 26 | $110.5M | — | ||
| Q4 25 | $108.4M | $-22.5M | ||
| Q3 25 | $106.0M | $46.2M | ||
| Q2 25 | $109.8M | $60.4M | ||
| Q1 25 | $87.9M | $24.4M | ||
| Q4 24 | $94.4M | $-38.8M | ||
| Q3 24 | $99.2M | $33.5M | ||
| Q2 24 | $90.8M | $52.3M |
毛利率ABCBSAM
| Q1 26 | — | — | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | 50.8% | ||
| Q2 25 | — | 49.8% | ||
| Q1 25 | — | 48.3% | ||
| Q4 24 | — | 39.9% | ||
| Q3 24 | — | 46.3% | ||
| Q2 24 | — | 46.0% |
营业利润率ABCBSAM
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | -8.6% | ||
| Q3 25 | 43.6% | 11.5% | ||
| Q2 25 | 47.4% | 14.0% | ||
| Q1 25 | 39.5% | 7.4% | ||
| Q4 24 | 43.3% | -13.9% | ||
| Q3 24 | 44.4% | 7.6% | ||
| Q2 24 | 42.1% | 12.2% |
净利率ABCBSAM
| Q1 26 | 35.1% | — | ||
| Q4 25 | 44.2% | -5.8% | ||
| Q3 25 | 33.7% | 8.6% | ||
| Q2 25 | 36.5% | 10.3% | ||
| Q1 25 | 30.8% | 5.4% | ||
| Q4 24 | 42.5% | -9.6% | ||
| Q3 24 | 35.0% | 5.5% | ||
| Q2 24 | 30.2% | 9.0% |
每股收益（稀释后）ABCBSAM
| Q1 26 | $1.63 | — | ||
| Q4 25 | $1.59 | $-1.97 | ||
| Q3 25 | $1.54 | $4.25 | ||
| Q2 25 | $1.60 | $5.45 | ||
| Q1 25 | $1.27 | $2.16 | ||
| Q4 24 | $1.35 | $-3.23 | ||
| Q3 24 | $1.44 | $2.86 | ||
| Q2 24 | $1.32 | $4.39 |
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 | — | $223.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.1B | $846.3M |
| 总资产 | $28.1B | $1.2B |
| 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ABCBSAM
| Q1 26 | — | — | ||
| Q4 25 | — | $223.4M | ||
| Q3 25 | — | $250.5M | ||
| Q2 25 | — | $212.4M | ||
| Q1 25 | — | $152.5M | ||
| Q4 24 | — | $211.8M | ||
| Q3 24 | — | $255.6M | ||
| Q2 24 | — | $219.3M |
股东权益ABCBSAM
| Q1 26 | $4.1B | — | ||
| Q4 25 | $4.1B | $846.3M | ||
| Q3 25 | $4.0B | $911.0M | ||
| Q2 25 | $3.9B | $912.3M | ||
| Q1 25 | $3.8B | $897.0M | ||
| Q4 24 | $3.8B | $916.2M | ||
| Q3 24 | $3.7B | $1.0B | ||
| Q2 24 | $3.6B | $1.0B |
总资产ABCBSAM
| Q1 26 | $28.1B | — | ||
| Q4 25 | $27.5B | $1.2B | ||
| Q3 25 | $27.1B | $1.2B | ||
| Q2 25 | $26.7B | $1.3B | ||
| Q1 25 | $26.5B | $1.2B | ||
| Q4 24 | $26.3B | $1.3B | ||
| Q3 24 | $26.4B | $1.4B | ||
| Q2 24 | $26.5B | $1.4B |
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 | — | $39.9M |
| 自由现金流经营现金流 - 资本支出 | — | $22.1M |
| 自由现金流率自由现金流/营收 | — | 5.7% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 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 | — | $215.6M |
8季度趋势，按日历期对齐
经营现金流ABCBSAM
| Q1 26 | — | — | ||
| Q4 25 | $390.2M | $39.9M | ||
| Q3 25 | $104.9M | $101.8M | ||
| Q2 25 | $61.4M | $126.5M | ||
| Q1 25 | $116.9M | $1.9M | ||
| Q4 24 | $154.2M | $41.9M | ||
| Q3 24 | $102.2M | $115.9M | ||
| Q2 24 | $-97.1M | $96.0M |
自由现金流ABCBSAM
| Q1 26 | — | — | ||
| Q4 25 | $369.6M | $22.1M | ||
| Q3 25 | $100.5M | $89.2M | ||
| Q2 25 | $53.7M | $112.2M | ||
| Q1 25 | $114.2M | $-8.0M | ||
| Q4 24 | $140.7M | $18.4M | ||
| Q3 24 | $99.8M | $99.2M | ||
| Q2 24 | $-100.3M | $75.6M |
自由现金流率ABCBSAM
| Q1 26 | — | — | ||
| Q4 25 | 120.4% | 5.7% | ||
| Q3 25 | 32.0% | 16.6% | ||
| Q2 25 | 17.9% | 19.1% | ||
| Q1 25 | 39.9% | -1.8% | ||
| Q4 24 | 48.4% | 4.6% | ||
| Q3 24 | 35.2% | 16.4% | ||
| Q2 24 | -33.4% | 13.1% |
资本支出强度ABCBSAM
| Q1 26 | — | — | ||
| Q4 25 | 6.7% | 4.6% | ||
| Q3 25 | 1.4% | 2.3% | ||
| Q2 25 | 2.5% | 2.4% | ||
| Q1 25 | 0.9% | 2.2% | ||
| Q4 24 | 4.6% | 5.8% | ||
| Q3 24 | 0.8% | 2.8% | ||
| Q2 24 | 1.1% | 3.5% |
现金转化率ABCBSAM
| Q1 26 | — | — | ||
| Q4 25 | 3.60× | — | ||
| Q3 25 | 0.99× | 2.21× | ||
| Q2 25 | 0.56× | 2.09× | ||
| Q1 25 | 1.33× | 0.08× | ||
| Q4 24 | 1.63× | — | ||
| Q3 24 | 1.03× | 3.46× | ||
| Q2 24 | -1.07× | 1.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
