vs
Arcosa, Inc.（ACA）与Ametek（AME）财务数据对比。点击上方公司名可切换其他公司
Ametek的季度营收约是Arcosa, Inc.的2.8倍（$2.0B vs $716.7M）。Ametek净利率更高（19.9% vs 7.3%，领先12.7%）。Ametek同比增速更快（13.4% vs 7.6%）。Ametek自由现金流更多（$527.3M vs $55.8M）。过去两年Arcosa, Inc.的营收复合增速更高（9.4% vs 7.3%）
Arcosa, Inc.是一家基础设施相关产品及解决方案提供商，业务覆盖建筑、能源、交通三大核心板块，主营公用设施结构件、建筑集料、交通零部件等产品，主要面向北美市场客户，为各类关键基础设施建设项目提供支持。
AMETEK Inc.是美国跨国综合企业，为全球知名的电子仪器及机电设备设计商与制造商，总部位于美国，在全球范围内设有超过150个运营站点，业务覆盖多个国家和地区，为各行业客户提供高性能的相关产品及配套解决方案。
ACA vs AME — 直观对比
营收规模更大
AME
是对方的2.8倍
$716.7M
营收增速更快
AME
高出5.9%
7.6%
净利率更高
AME
高出12.7%
7.3%
自由现金流更多
AME
多$471.5M
$55.8M
两年增速更快
ACA
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $2.0B |
| 净利润 | $52.1M | $398.6M |
| 毛利率 | 22.9% | 36.0% |
| 营业利润率 | 11.0% | 25.3% |
| 净利率 | 7.3% | 19.9% |
| 营收同比 | 7.6% | 13.4% |
| 净利润同比 | 776.6% | 2.9% |
| 每股收益（稀释后） | $1.06 | $1.73 |
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ACAAME
| Q4 25 | $716.7M | $2.0B | ||
| Q3 25 | $797.8M | $1.9B | ||
| Q2 25 | $736.9M | $1.8B | ||
| Q1 25 | $632.0M | $1.7B | ||
| Q4 24 | $666.2M | $1.8B | ||
| Q3 24 | $640.4M | $1.7B | ||
| Q2 24 | $664.7M | $1.7B | ||
| Q1 24 | $598.6M | $1.7B |
净利润ACAAME
| Q4 25 | $52.1M | $398.6M | ||
| Q3 25 | $73.0M | $371.4M | ||
| Q2 25 | $59.7M | $358.4M | ||
| Q1 25 | $23.6M | $351.8M | ||
| Q4 24 | $-7.7M | $387.3M | ||
| Q3 24 | $16.6M | $340.2M | ||
| Q2 24 | $45.6M | $337.7M | ||
| Q1 24 | $39.2M | $310.9M |
毛利率ACAAME
| Q4 25 | 22.9% | 36.0% | ||
| Q3 25 | 24.1% | 36.3% | ||
| Q2 25 | 22.5% | 35.8% | ||
| Q1 25 | 19.8% | 36.1% | ||
| Q4 24 | 19.3% | 36.6% | ||
| Q3 24 | 21.3% | 36.0% | ||
| Q2 24 | 20.8% | 36.0% | ||
| Q1 24 | 18.6% | 34.1% |
营业利润率ACAAME
| Q4 25 | 11.0% | 25.3% | ||
| Q3 25 | 14.1% | 25.8% | ||
| Q2 25 | 12.9% | 26.0% | ||
| Q1 25 | 8.8% | 26.3% | ||
| Q4 24 | 6.5% | 26.6% | ||
| Q3 24 | 5.3% | 26.1% | ||
| Q2 24 | 10.1% | 25.8% | ||
| Q1 24 | 8.9% | 24.0% |
净利率ACAAME
| Q4 25 | 7.3% | 19.9% | ||
| Q3 25 | 9.2% | 19.6% | ||
| Q2 25 | 8.1% | 20.2% | ||
| Q1 25 | 3.7% | 20.3% | ||
| Q4 24 | -1.2% | 22.0% | ||
| Q3 24 | 2.6% | 19.9% | ||
| Q2 24 | 6.9% | 19.5% | ||
| Q1 24 | 6.5% | 17.9% |
每股收益（稀释后）ACAAME
| Q4 25 | $1.06 | $1.73 | ||
| Q3 25 | $1.48 | $1.60 | ||
| Q2 25 | $1.22 | $1.55 | ||
| Q1 25 | $0.48 | $1.52 | ||
| Q4 24 | $-0.16 | $1.67 | ||
| Q3 24 | $0.34 | $1.47 | ||
| Q2 24 | $0.93 | $1.45 | ||
| Q1 24 | $0.80 | $1.34 |
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 | $214.6M | $458.0M |
| 总债务越低越好 | $1.5B | $2.3B |
| 股东权益账面价值 | $2.6B | $10.6B |
| 总资产 | $5.0B | $16.1B |
| 负债/权益比越低杠杆越低 | 0.57× | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资ACAAME
| Q4 25 | $214.6M | $458.0M | ||
| Q3 25 | $220.0M | $439.2M | ||
| Q2 25 | $189.7M | $619.7M | ||
| Q1 25 | $167.9M | $399.0M | ||
| Q4 24 | $187.3M | $374.0M | ||
| Q3 24 | $756.8M | $396.3M | ||
| Q2 24 | $103.7M | $396.6M | ||
| Q1 24 | $176.5M | $373.8M |
总债务ACAAME
| Q4 25 | $1.5B | $2.3B | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.7B | $2.1B | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $699.9M | — | ||
| Q1 24 | $600.6M | — |
股东权益ACAAME
| Q4 25 | $2.6B | $10.6B | ||
| Q3 25 | $2.6B | $10.5B | ||
| Q2 25 | $2.5B | $10.4B | ||
| Q1 25 | $2.5B | $10.0B | ||
| Q4 24 | $2.4B | $9.7B | ||
| Q3 24 | $2.4B | $9.6B | ||
| Q2 24 | $2.4B | $9.3B | ||
| Q1 24 | $2.4B | $9.0B |
总资产ACAAME
| Q4 25 | $5.0B | $16.1B | ||
| Q3 25 | $5.1B | $16.2B | ||
| Q2 25 | $5.0B | $15.3B | ||
| Q1 25 | $4.9B | $14.9B | ||
| Q4 24 | $4.9B | $14.6B | ||
| Q3 24 | $4.4B | $14.8B | ||
| Q2 24 | $3.8B | $14.8B | ||
| Q1 24 | $3.7B | $14.9B |
负债/权益比ACAAME
| Q4 25 | 0.57× | 0.21× | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.67× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.69× | 0.22× | ||
| Q3 24 | 0.51× | — | ||
| Q2 24 | 0.29× | — | ||
| Q1 24 | 0.25× | — |
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 | $120.0M | $584.3M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $527.3M |
| 自由现金流率自由现金流/营收 | 7.8% | 26.4% |
| 资本支出强度资本支出/营收 | 9.0% | 2.9% |
| 现金转化率经营现金流/净利润 | 2.30× | 1.47× |
| 过去12个月自由现金流最近4个季度 | $175.5M | $1.7B |
8季度趋势，按日历期对齐
经营现金流ACAAME
| Q4 25 | $120.0M | $584.3M | ||
| Q3 25 | $160.6M | $440.9M | ||
| Q2 25 | $61.2M | $359.1M | ||
| Q1 25 | $-700.0K | $417.5M | ||
| Q4 24 | $248.2M | $550.0M | ||
| Q3 24 | $135.0M | $487.2M | ||
| Q2 24 | $38.3M | $381.4M | ||
| Q1 24 | $80.5M | $410.2M |
自由现金流ACAAME
| Q4 25 | $55.8M | $527.3M | ||
| Q3 25 | $121.0M | $420.0M | ||
| Q2 25 | $33.4M | $329.8M | ||
| Q1 25 | $-34.7M | $394.5M | ||
| Q4 24 | $194.9M | $498.3M | ||
| Q3 24 | $100.6M | $460.9M | ||
| Q2 24 | $-9.3M | $360.0M | ||
| Q1 24 | $26.1M | $382.6M |
自由现金流率ACAAME
| Q4 25 | 7.8% | 26.4% | ||
| Q3 25 | 15.2% | 22.2% | ||
| Q2 25 | 4.5% | 18.5% | ||
| Q1 25 | -5.5% | 22.8% | ||
| Q4 24 | 29.3% | 28.3% | ||
| Q3 24 | 15.7% | 27.0% | ||
| Q2 24 | -1.4% | 20.8% | ||
| Q1 24 | 4.4% | 22.0% |
资本支出强度ACAAME
| Q4 25 | 9.0% | 2.9% | ||
| Q3 25 | 5.0% | 1.1% | ||
| Q2 25 | 3.8% | 1.6% | ||
| Q1 25 | 5.4% | 1.3% | ||
| Q4 24 | 8.0% | 2.9% | ||
| Q3 24 | 5.4% | 1.5% | ||
| Q2 24 | 7.2% | 1.2% | ||
| Q1 24 | 9.1% | 1.6% |
现金转化率ACAAME
| Q4 25 | 2.30× | 1.47× | ||
| Q3 25 | 2.20× | 1.19× | ||
| Q2 25 | 1.03× | 1.00× | ||
| Q1 25 | -0.03× | 1.19× | ||
| Q4 24 | — | 1.42× | ||
| Q3 24 | 8.13× | 1.43× | ||
| Q2 24 | 0.84× | 1.13× | ||
| Q1 24 | 2.05× | 1.32× |
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
ACA
| Engineered Structures | $301.1M | 42% |
| Total Construction Materials | $276.8M | 39% |
| Specialty Materials And Asphalt | $110.2M | 15% |
| Construction Site Support | $28.6M | 4% |
AME
| Transferred At Point In Time | $1.1B | 54% |
| Electronic Instruments Group | $620.1M | 31% |
| Transferred Over Time | $294.6M | 15% |
