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ACV Auctions Inc.（ACVA）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ACV Auctions Inc.的10.9倍（$2.0B vs $183.6M）。ACV Auctions Inc.同比增速更快（15.1% vs 13.4%）。Ametek自由现金流更多（$527.3M vs $-14.7M）。过去两年ACV Auctions Inc.的营收复合增速更高（12.3% vs 7.3%）
ACV Auctions Inc.是北美领先的数字化二手车批发拍卖平台，主要服务美加两地汽车经销商，提供车辆透明检测、安全支付、物流配送等全链条服务，助力注册批发买卖双方无需线下到场即可高效完成二手车交易。
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。
ACVA vs AME — 直观对比
营收规模更大
AME
是对方的10.9倍
$183.6M
营收增速更快
ACVA
高出1.7%
13.4%
自由现金流更多
AME
多$541.9M
$-14.7M
两年增速更快
ACVA
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $183.6M | $2.0B |
| 净利润 | — | $398.6M |
| 毛利率 | — | 36.0% |
| 营业利润率 | -9.7% | 25.3% |
| 净利率 | — | 19.9% |
| 营收同比 | 15.1% | 13.4% |
| 净利润同比 | — | 2.9% |
| 每股收益（稀释后） | $-0.12 | $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ACVAAME
| Q4 25 | $183.6M | $2.0B | ||
| Q3 25 | $199.6M | $1.9B | ||
| Q2 25 | $193.7M | $1.8B | ||
| Q1 25 | $182.7M | $1.7B | ||
| Q4 24 | $159.5M | $1.8B | ||
| Q3 24 | $171.3M | $1.7B | ||
| Q2 24 | $160.6M | $1.7B | ||
| Q1 24 | $145.7M | $1.7B |
净利润ACVAAME
| Q4 25 | — | $398.6M | ||
| Q3 25 | $-24.5M | $371.4M | ||
| Q2 25 | $-7.3M | $358.4M | ||
| Q1 25 | $-14.8M | $351.8M | ||
| Q4 24 | — | $387.3M | ||
| Q3 24 | $-16.0M | $340.2M | ||
| Q2 24 | $-17.1M | $337.7M | ||
| Q1 24 | $-20.5M | $310.9M |
毛利率ACVAAME
| Q4 25 | — | 36.0% | ||
| Q3 25 | — | 36.3% | ||
| Q2 25 | — | 35.8% | ||
| Q1 25 | — | 36.1% | ||
| Q4 24 | — | 36.6% | ||
| Q3 24 | — | 36.0% | ||
| Q2 24 | — | 36.0% | ||
| Q1 24 | — | 34.1% |
营业利润率ACVAAME
| Q4 25 | -9.7% | 25.3% | ||
| Q3 25 | -11.9% | 25.8% | ||
| Q2 25 | -3.7% | 26.0% | ||
| Q1 25 | -7.9% | 26.3% | ||
| Q4 24 | -16.2% | 26.6% | ||
| Q3 24 | -10.0% | 26.1% | ||
| Q2 24 | -11.6% | 25.8% | ||
| Q1 24 | -15.5% | 24.0% |
净利率ACVAAME
| Q4 25 | — | 19.9% | ||
| Q3 25 | -12.3% | 19.6% | ||
| Q2 25 | -3.8% | 20.2% | ||
| Q1 25 | -8.1% | 20.3% | ||
| Q4 24 | — | 22.0% | ||
| Q3 24 | -9.4% | 19.9% | ||
| Q2 24 | -10.6% | 19.5% | ||
| Q1 24 | -14.1% | 17.9% |
每股收益（稀释后）ACVAAME
| Q4 25 | $-0.12 | $1.73 | ||
| Q3 25 | $-0.14 | $1.60 | ||
| Q2 25 | $-0.04 | $1.55 | ||
| Q1 25 | $-0.09 | $1.52 | ||
| Q4 24 | $-0.15 | $1.67 | ||
| Q3 24 | $-0.10 | $1.47 | ||
| Q2 24 | $-0.10 | $1.45 | ||
| Q1 24 | $-0.13 | $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 | $271.5M | $458.0M |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | $429.7M | $10.6B |
| 总资产 | $1.1B | $16.1B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资ACVAAME
| Q4 25 | $271.5M | $458.0M | ||
| Q3 25 | $265.3M | $439.2M | ||
| Q2 25 | $258.4M | $619.7M | ||
| Q1 25 | $291.9M | $399.0M | ||
| Q4 24 | $224.1M | $374.0M | ||
| Q3 24 | $252.5M | $396.3M | ||
| Q2 24 | $215.0M | $396.6M | ||
| Q1 24 | $209.8M | $373.8M |
总债务ACVAAME
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ACVAAME
| Q4 25 | $429.7M | $10.6B | ||
| Q3 25 | $434.4M | $10.5B | ||
| Q2 25 | $448.8M | $10.4B | ||
| Q1 25 | $439.6M | $10.0B | ||
| Q4 24 | $440.0M | $9.7B | ||
| Q3 24 | $456.2M | $9.6B | ||
| Q2 24 | $457.6M | $9.3B | ||
| Q1 24 | $458.3M | $9.0B |
总资产ACVAAME
| Q4 25 | $1.1B | $16.1B | ||
| Q3 25 | $1.2B | $16.2B | ||
| Q2 25 | $1.1B | $15.3B | ||
| Q1 25 | $1.2B | $14.9B | ||
| Q4 24 | $984.1M | $14.6B | ||
| Q3 24 | $1.0B | $14.8B | ||
| Q2 24 | $1.0B | $14.8B | ||
| Q1 24 | $1.0B | $14.9B |
负债/权益比ACVAAME
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $-12.4M | $584.3M |
| 自由现金流经营现金流 - 资本支出 | $-14.7M | $527.3M |
| 自由现金流率自由现金流/营收 | -8.0% | 26.4% |
| 资本支出强度资本支出/营收 | 1.2% | 2.9% |
| 现金转化率经营现金流/净利润 | — | 1.47× |
| 过去12个月自由现金流最近4个季度 | $69.1M | $1.7B |
8季度趋势，按日历期对齐
经营现金流ACVAAME
| Q4 25 | $-12.4M | $584.3M | ||
| Q3 25 | $10.3M | $440.9M | ||
| Q2 25 | $13.7M | $359.1M | ||
| Q1 25 | $66.6M | $417.5M | ||
| Q4 24 | $-3.2M | $550.0M | ||
| Q3 24 | $21.1M | $487.2M | ||
| Q2 24 | $4.5M | $381.4M | ||
| Q1 24 | $43.0M | $410.2M |
自由现金流ACVAAME
| Q4 25 | $-14.7M | $527.3M | ||
| Q3 25 | $7.7M | $420.0M | ||
| Q2 25 | $10.9M | $329.8M | ||
| Q1 25 | $65.3M | $394.5M | ||
| Q4 24 | $-3.9M | $498.3M | ||
| Q3 24 | $20.2M | $460.9M | ||
| Q2 24 | $2.7M | $360.0M | ||
| Q1 24 | $41.9M | $382.6M |
自由现金流率ACVAAME
| Q4 25 | -8.0% | 26.4% | ||
| Q3 25 | 3.8% | 22.2% | ||
| Q2 25 | 5.6% | 18.5% | ||
| Q1 25 | 35.7% | 22.8% | ||
| Q4 24 | -2.5% | 28.3% | ||
| Q3 24 | 11.8% | 27.0% | ||
| Q2 24 | 1.7% | 20.8% | ||
| Q1 24 | 28.8% | 22.0% |
资本支出强度ACVAAME
| Q4 25 | 1.2% | 2.9% | ||
| Q3 25 | 1.3% | 1.1% | ||
| Q2 25 | 1.5% | 1.6% | ||
| Q1 25 | 0.7% | 1.3% | ||
| Q4 24 | 0.4% | 2.9% | ||
| Q3 24 | 0.6% | 1.5% | ||
| Q2 24 | 1.1% | 1.2% | ||
| Q1 24 | 0.7% | 1.6% |
现金转化率ACVAAME
| Q4 25 | — | 1.47× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | — | 1.00× | ||
| Q1 25 | — | 1.19× | ||
| Q4 24 | — | 1.42× | ||
| Q3 24 | — | 1.43× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 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
ACVA
| Auction Marketplace Revenue | $77.6M | 42% |
| Other Marketplace Revenue | $72.4M | 39% |
| Customer Assurance | $24.1M | 13% |
| Data Services Revenue | $9.4M | 5% |
AME
| Transferred At Point In Time | $1.1B | 54% |
| Electronic Instruments Group | $620.1M | 31% |
| Transferred Over Time | $294.6M | 15% |
