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AAR CORP（AIR）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AAR CORP的2.5倍（$2.0B vs $795.3M）。Ametek净利率更高（19.9% vs 4.4%，领先15.6%）。AAR CORP同比增速更快（15.9% vs 13.4%）。Ametek自由现金流更多（$527.3M vs $6.2M）
AAR CORP是一家美国航空服务企业，为全球商业及政府客户提供飞机维护相关服务，总部位于伊利诺伊州芝加哥郊区的伍德戴尔，在约30个国家开展业务，现有员工约6000人，现任首席执行官为约翰·霍姆斯。
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。
AIR vs AME — 直观对比
营收规模更大
AME
是对方的2.5倍
$795.3M
营收增速更快
AIR
高出2.5%
13.4%
净利率更高
AME
高出15.6%
4.4%
自由现金流更多
AME
多$521.1M
$6.2M
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $795.3M | $2.0B |
| 净利润 | $34.6M | $398.6M |
| 毛利率 | 19.7% | 36.0% |
| 营业利润率 | 6.0% | 25.3% |
| 净利率 | 4.4% | 19.9% |
| 营收同比 | 15.9% | 13.4% |
| 净利润同比 | 213.1% | 2.9% |
| 每股收益（稀释后） | $0.90 | $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AIRAME
| Q4 25 | $795.3M | $2.0B | ||
| Q3 25 | $739.6M | $1.9B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.7B |
净利润AIRAME
| Q4 25 | $34.6M | $398.6M | ||
| Q3 25 | $34.4M | $371.4M | ||
| Q2 25 | — | $358.4M | ||
| Q1 25 | — | $351.8M | ||
| Q4 24 | — | $387.3M | ||
| Q3 24 | — | $340.2M | ||
| Q2 24 | — | $337.7M | ||
| Q1 24 | — | $310.9M |
毛利率AIRAME
| Q4 25 | 19.7% | 36.0% | ||
| Q3 25 | 18.1% | 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AIRAME
| Q4 25 | 6.0% | 25.3% | ||
| Q3 25 | 6.4% | 25.8% | ||
| Q2 25 | — | 26.0% | ||
| Q1 25 | — | 26.3% | ||
| Q4 24 | — | 26.6% | ||
| Q3 24 | — | 26.1% | ||
| Q2 24 | — | 25.8% | ||
| Q1 24 | — | 24.0% |
净利率AIRAME
| Q4 25 | 4.4% | 19.9% | ||
| Q3 25 | 4.7% | 19.6% | ||
| Q2 25 | — | 20.2% | ||
| Q1 25 | — | 20.3% | ||
| Q4 24 | — | 22.0% | ||
| Q3 24 | — | 19.9% | ||
| Q2 24 | — | 19.5% | ||
| Q1 24 | — | 17.9% |
每股收益（稀释后）AIRAME
| Q4 25 | $0.90 | $1.73 | ||
| Q3 25 | $0.95 | $1.60 | ||
| Q2 25 | — | $1.55 | ||
| Q1 25 | — | $1.52 | ||
| Q4 24 | — | $1.67 | ||
| Q3 24 | — | $1.47 | ||
| Q2 24 | — | $1.45 | ||
| Q1 24 | — | $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 | $75.6M | $458.0M |
| 总债务越低越好 | $952.7M | $2.3B |
| 股东权益账面价值 | $1.6B | $10.6B |
| 总资产 | $3.2B | $16.1B |
| 负债/权益比越低杠杆越低 | 0.61× | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资AIRAME
| Q4 25 | $75.6M | $458.0M | ||
| Q3 25 | $80.0M | $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AIRAME
| Q4 25 | $952.7M | $2.3B | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AIRAME
| Q4 25 | $1.6B | $10.6B | ||
| Q3 25 | $1.2B | $10.5B | ||
| Q2 25 | — | $10.4B | ||
| Q1 25 | — | $10.0B | ||
| Q4 24 | — | $9.7B | ||
| Q3 24 | — | $9.6B | ||
| Q2 24 | — | $9.3B | ||
| Q1 24 | — | $9.0B |
总资产AIRAME
| Q4 25 | $3.2B | $16.1B | ||
| Q3 25 | $2.9B | $16.2B | ||
| Q2 25 | — | $15.3B | ||
| Q1 25 | — | $14.9B | ||
| Q4 24 | — | $14.6B | ||
| Q3 24 | — | $14.8B | ||
| Q2 24 | — | $14.8B | ||
| Q1 24 | — | $14.9B |
负债/权益比AIRAME
| Q4 25 | 0.61× | 0.21× | ||
| Q3 25 | 0.82× | — | ||
| 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 | $13.6M | $584.3M |
| 自由现金流经营现金流 - 资本支出 | $6.2M | $527.3M |
| 自由现金流率自由现金流/营收 | 0.8% | 26.4% |
| 资本支出强度资本支出/营收 | 0.9% | 2.9% |
| 现金转化率经营现金流/净利润 | 0.39× | 1.47× |
| 过去12个月自由现金流最近4个季度 | — | $1.7B |
8季度趋势，按日历期对齐
经营现金流AIRAME
| Q4 25 | $13.6M | $584.3M | ||
| Q3 25 | $-44.9M | $440.9M | ||
| Q2 25 | — | $359.1M | ||
| Q1 25 | — | $417.5M | ||
| Q4 24 | — | $550.0M | ||
| Q3 24 | — | $487.2M | ||
| Q2 24 | — | $381.4M | ||
| Q1 24 | — | $410.2M |
自由现金流AIRAME
| Q4 25 | $6.2M | $527.3M | ||
| Q3 25 | $-53.6M | $420.0M | ||
| Q2 25 | — | $329.8M | ||
| Q1 25 | — | $394.5M | ||
| Q4 24 | — | $498.3M | ||
| Q3 24 | — | $460.9M | ||
| Q2 24 | — | $360.0M | ||
| Q1 24 | — | $382.6M |
自由现金流率AIRAME
| Q4 25 | 0.8% | 26.4% | ||
| Q3 25 | -7.2% | 22.2% | ||
| Q2 25 | — | 18.5% | ||
| Q1 25 | — | 22.8% | ||
| Q4 24 | — | 28.3% | ||
| Q3 24 | — | 27.0% | ||
| Q2 24 | — | 20.8% | ||
| Q1 24 | — | 22.0% |
资本支出强度AIRAME
| Q4 25 | 0.9% | 2.9% | ||
| Q3 25 | 1.2% | 1.1% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 1.6% |
现金转化率AIRAME
| Q4 25 | 0.39× | 1.47× | ||
| Q3 25 | -1.31× | 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
AIR
| Commercial Customer | $268.1M | 34% |
| Repair And Engineering | $244.5M | 31% |
| Integrated Solutions | $175.8M | 22% |
| Government And Defense Customer | $85.5M | 11% |
| Expeditionary Services | $21.4M | 3% |
AME
| Transferred At Point In Time | $1.1B | 54% |
| Electronic Instruments Group | $620.1M | 31% |
| Transferred Over Time | $294.6M | 15% |
