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安道拓(ADNT)与Ametek(AME)财务数据对比。点击上方公司名可切换其他公司
安道拓的季度营收约是Ametek的1.8倍($3.6B vs $2.0B)。Ametek净利率更高(19.9% vs -0.6%,领先20.5%)。Ametek同比增速更快(13.4% vs 4.3%)。Ametek自由现金流更多($527.3M vs $15.0M)。过去两年Ametek的营收复合增速更高(7.3% vs -1.4%)
安道拓是全球规模最大的汽车座椅制造商,注册地位于爱尔兰,运营总部设在美国密歇根州普利茅斯,业务覆盖全球各地,为全球客户提供专业的汽车座椅相关产品及解决方案,在汽车座椅领域拥有领先的市场地位与技术优势。
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。
ADNT vs AME — 直观对比
营收规模更大
ADNT
是对方的1.8倍
$2.0B
营收增速更快
AME
高出9.2%
4.3%
净利率更高
AME
高出20.5%
-0.6%
自由现金流更多
AME
多$512.3M
$15.0M
两年增速更快
AME
近两年复合增速
-1.4%
损益表 — Q1 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $3.6B | $2.0B |
| 净利润 | $-22.0M | $398.6M |
| 毛利率 | 6.0% | 36.0% |
| 营业利润率 | 1.1% | 25.3% |
| 净利率 | -0.6% | 19.9% |
| 营收同比 | 4.3% | 13.4% |
| 净利润同比 | — | 2.9% |
| 每股收益(稀释后) | $-0.28 | $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
ADNT
AME
| Q4 25 | $3.6B | $2.0B | ||
| Q3 25 | $3.7B | $1.9B | ||
| Q2 25 | $3.7B | $1.8B | ||
| Q1 25 | $3.6B | $1.7B | ||
| Q4 24 | $3.5B | $1.8B | ||
| Q3 24 | $3.6B | $1.7B | ||
| Q2 24 | $3.7B | $1.7B | ||
| Q1 24 | $3.8B | $1.7B |
净利润
ADNT
AME
| Q4 25 | $-22.0M | $398.6M | ||
| Q3 25 | $18.0M | $371.4M | ||
| Q2 25 | $36.0M | $358.4M | ||
| Q1 25 | $-335.0M | $351.8M | ||
| Q4 24 | $0 | $387.3M | ||
| Q3 24 | $79.0M | $340.2M | ||
| Q2 24 | $-11.0M | $337.7M | ||
| Q1 24 | $-70.0M | $310.9M |
毛利率
ADNT
AME
| Q4 25 | 6.0% | 36.0% | ||
| Q3 25 | 6.7% | 36.3% | ||
| Q2 25 | 6.3% | 35.8% | ||
| Q1 25 | 7.2% | 36.1% | ||
| Q4 24 | 6.2% | 36.6% | ||
| Q3 24 | 6.9% | 36.0% | ||
| Q2 24 | 5.6% | 36.0% | ||
| Q1 24 | 6.1% | 34.1% |
营业利润率
ADNT
AME
| Q4 25 | 1.1% | 25.3% | ||
| Q3 25 | 1.7% | 25.8% | ||
| Q2 25 | 1.8% | 26.0% | ||
| Q1 25 | -7.3% | 26.3% | ||
| Q4 24 | 1.3% | 26.6% | ||
| Q3 24 | 1.8% | 26.1% | ||
| Q2 24 | 1.2% | 25.8% | ||
| Q1 24 | -1.1% | 24.0% |
净利率
ADNT
AME
| Q4 25 | -0.6% | 19.9% | ||
| Q3 25 | 0.5% | 19.6% | ||
| Q2 25 | 1.0% | 20.2% | ||
| Q1 25 | -9.3% | 20.3% | ||
| Q4 24 | — | 22.0% | ||
| Q3 24 | 2.2% | 19.9% | ||
| Q2 24 | -0.3% | 19.5% | ||
| Q1 24 | -1.9% | 17.9% |
每股收益(稀释后)
ADNT
AME
| Q4 25 | $-0.28 | $1.73 | ||
| Q3 25 | $0.17 | $1.60 | ||
| Q2 25 | $0.43 | $1.55 | ||
| Q1 25 | $-3.99 | $1.52 | ||
| Q4 24 | $0.00 | $1.67 | ||
| Q3 24 | $0.88 | $1.47 | ||
| Q2 24 | $-0.12 | $1.45 | ||
| Q1 24 | $-0.77 | $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 | — | $458.0M |
| 总债务越低越好 | $2.4B | $2.3B |
| 股东权益账面价值 | $1.7B | $10.6B |
| 总资产 | $8.8B | $16.1B |
| 负债/权益比越低杠杆越低 | 1.37× | 0.21× |
8季度趋势,按日历期对齐
现金及短期投资
ADNT
AME
| Q4 25 | — | $458.0M | ||
| Q3 25 | — | $439.2M | ||
| Q2 25 | — | $619.7M | ||
| Q1 25 | — | $399.0M | ||
| Q4 24 | — | $374.0M | ||
| Q3 24 | — | $396.3M | ||
| Q2 24 | — | $396.6M | ||
| Q1 24 | — | $373.8M |
总债务
ADNT
AME
| Q4 25 | $2.4B | $2.3B | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.4B | $2.1B | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.4B | — |
股东权益
ADNT
AME
| Q4 25 | $1.7B | $10.6B | ||
| Q3 25 | $1.8B | $10.5B | ||
| Q2 25 | $1.8B | $10.4B | ||
| Q1 25 | $1.7B | $10.0B | ||
| Q4 24 | $1.9B | $9.7B | ||
| Q3 24 | $2.1B | $9.6B | ||
| Q2 24 | $1.9B | $9.3B | ||
| Q1 24 | $2.1B | $9.0B |
总资产
ADNT
AME
| Q4 25 | $8.8B | $16.1B | ||
| Q3 25 | $9.0B | $16.2B | ||
| Q2 25 | $8.8B | $15.3B | ||
| Q1 25 | $8.6B | $14.9B | ||
| Q4 24 | $8.5B | $14.6B | ||
| Q3 24 | $9.4B | $14.8B | ||
| Q2 24 | $9.1B | $14.8B | ||
| Q1 24 | $9.3B | $14.9B |
负债/权益比
ADNT
AME
| Q4 25 | 1.37× | 0.21× | ||
| Q3 25 | 1.35× | — | ||
| Q2 25 | 1.34× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.28× | 0.22× | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.24× | — | ||
| Q1 24 | 1.16× | — |
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 | $80.0M | $584.3M |
| 自由现金流经营现金流 - 资本支出 | $15.0M | $527.3M |
| 自由现金流率自由现金流/营收 | 0.4% | 26.4% |
| 资本支出强度资本支出/营收 | 1.8% | 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 | $174.0M | $1.7B |
8季度趋势,按日历期对齐
经营现金流
ADNT
AME
| Q4 25 | $80.0M | $584.3M | ||
| Q3 25 | $213.0M | $440.9M | ||
| Q2 25 | $172.0M | $359.1M | ||
| Q1 25 | $-45.0M | $417.5M | ||
| Q4 24 | $109.0M | $550.0M | ||
| Q3 24 | $263.0M | $487.2M | ||
| Q2 24 | $158.0M | $381.4M | ||
| Q1 24 | $81.0M | $410.2M |
自由现金流
ADNT
AME
| Q4 25 | $15.0M | $527.3M | ||
| Q3 25 | $134.0M | $420.0M | ||
| Q2 25 | $115.0M | $329.8M | ||
| Q1 25 | $-90.0M | $394.5M | ||
| Q4 24 | $45.0M | $498.3M | ||
| Q3 24 | $191.0M | $460.9M | ||
| Q2 24 | $88.0M | $360.0M | ||
| Q1 24 | $12.0M | $382.6M |
自由现金流率
ADNT
AME
| Q4 25 | 0.4% | 26.4% | ||
| Q3 25 | 3.6% | 22.2% | ||
| Q2 25 | 3.1% | 18.5% | ||
| Q1 25 | -2.5% | 22.8% | ||
| Q4 24 | 1.3% | 28.3% | ||
| Q3 24 | 5.4% | 27.0% | ||
| Q2 24 | 2.4% | 20.8% | ||
| Q1 24 | 0.3% | 22.0% |
资本支出强度
ADNT
AME
| Q4 25 | 1.8% | 2.9% | ||
| Q3 25 | 2.1% | 1.1% | ||
| Q2 25 | 1.5% | 1.6% | ||
| Q1 25 | 1.2% | 1.3% | ||
| Q4 24 | 1.8% | 2.9% | ||
| Q3 24 | 2.0% | 1.5% | ||
| Q2 24 | 1.9% | 1.2% | ||
| Q1 24 | 1.8% | 1.6% |
现金转化率
ADNT
AME
| Q4 25 | — | 1.47× | ||
| Q3 25 | 11.83× | 1.19× | ||
| Q2 25 | 4.78× | 1.00× | ||
| Q1 25 | — | 1.19× | ||
| Q4 24 | — | 1.42× | ||
| Q3 24 | 3.33× | 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
ADNT
暂无分部数据
AME
| Transferred At Point In Time | $1.1B | 54% |
| Electronic Instruments Group | $620.1M | 31% |
| Transferred Over Time | $294.6M | 15% |