vs
安姆科（AMCR）与豪瑞（AMRZ）财务数据对比。点击上方公司名可切换其他公司
安姆科的季度营收约是豪瑞的1.5倍（$5.4B vs $3.7B）。豪瑞净利率更高（14.8% vs 3.2%，领先11.6%）。安姆科同比增速更快（68.1% vs 6.6%）。豪瑞自由现金流更多（$669.0M vs $282.0M）
安姆科是全球知名的包装产品开发商、生产商与销售商，业务覆盖欧洲、北美、拉美、非洲及亚太地区，下设软包装与硬包装两大业务板块。软包装产品广泛应用于食品饮料、医药、生鲜、休闲食品、个人护理等领域，硬包装板块则为各类食品饮料提供刚性容器产品。
豪瑞是总部位于瑞士的全球领先建筑材料及骨料供应商，为豪瑞集团旗下核心业务板块。原公司于2015年7月10日与拉法基合并组建拉法基豪瑞，2021年正式更名为豪瑞集团，合并完成后豪瑞品牌仍在集团内正常运营。
AMCR vs AMRZ — 直观对比
营收规模更大
AMCR
是对方的1.5倍
$3.7B
营收增速更快
AMCR
高出61.5%
6.6%
净利率更高
AMRZ
高出11.6%
3.2%
自由现金流更多
AMRZ
多$387.0M
$282.0M
损益表 — Q2 2026 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $3.7B |
| 净利润 | $177.0M | $545.0M |
| 毛利率 | 19.1% | 29.6% |
| 营业利润率 | 6.1% | 21.2% |
| 净利率 | 3.2% | 14.8% |
| 营收同比 | 68.1% | 6.6% |
| 净利润同比 | 8.6% | -1.4% |
| 每股收益（稀释后） | $0.38 | $0.98 |
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AMCRAMRZ
| Q4 25 | $5.4B | — | ||
| Q3 25 | $5.7B | $3.7B | ||
| Q2 25 | $5.1B | $3.2B | ||
| Q1 25 | $3.3B | — | ||
| Q4 24 | $3.2B | — | ||
| Q3 24 | $3.4B | $3.4B | ||
| Q2 24 | $3.5B | $3.2B | ||
| Q1 24 | $3.4B | — |
净利润AMCRAMRZ
| Q4 25 | $177.0M | — | ||
| Q3 25 | $262.0M | $545.0M | ||
| Q2 25 | $-39.0M | $429.0M | ||
| Q1 25 | $196.0M | — | ||
| Q4 24 | $163.0M | — | ||
| Q3 24 | $191.0M | $553.0M | ||
| Q2 24 | $257.0M | $474.0M | ||
| Q1 24 | $187.0M | — |
毛利率AMCRAMRZ
| Q4 25 | 19.1% | — | ||
| Q3 25 | 19.6% | 29.6% | ||
| Q2 25 | 17.6% | 30.0% | ||
| Q1 25 | 19.6% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 19.7% | 30.2% | ||
| Q2 24 | 21.3% | 30.2% | ||
| Q1 24 | 20.3% | — |
营业利润率AMCRAMRZ
| Q4 25 | 6.1% | — | ||
| Q3 25 | 8.0% | 21.2% | ||
| Q2 25 | 1.7% | 20.8% | ||
| Q1 25 | 9.4% | — | ||
| Q4 24 | 9.2% | — | ||
| Q3 24 | 9.3% | 24.5% | ||
| Q2 24 | 11.2% | 23.3% | ||
| Q1 24 | 9.0% | — |
净利率AMCRAMRZ
| Q4 25 | 3.2% | — | ||
| Q3 25 | 4.6% | 14.8% | ||
| Q2 25 | -0.8% | 13.3% | ||
| Q1 25 | 5.9% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 5.7% | 16.0% | ||
| Q2 24 | 7.3% | 14.6% | ||
| Q1 24 | 5.5% | — |
每股收益（稀释后）AMCRAMRZ
| Q4 25 | $0.38 | — | ||
| Q3 25 | $0.11 | $0.98 | ||
| Q2 25 | $-0.06 | $0.78 | ||
| Q1 25 | $0.14 | — | ||
| Q4 24 | $0.11 | — | ||
| Q3 24 | $0.13 | $1.00 | ||
| Q2 24 | $0.18 | $0.86 | ||
| Q1 24 | $0.13 | — |
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 | $1.1B | $826.0M |
| 总债务越低越好 | $14.6B | — |
| 股东权益账面价值 | $11.6B | $12.9B |
| 总资产 | $37.0B | $24.0B |
| 负债/权益比越低杠杆越低 | 1.26× | — |
8季度趋势，按日历期对齐
现金及短期投资AMCRAMRZ
| Q4 25 | $1.1B | — | ||
| Q3 25 | $825.0M | $826.0M | ||
| Q2 25 | $827.0M | $601.0M | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $445.0M | — | ||
| Q3 24 | $432.0M | — | ||
| Q2 24 | $588.0M | — | ||
| Q1 24 | $457.0M | — |
总债务AMCRAMRZ
| Q4 25 | $14.6B | — | ||
| Q3 25 | $12.8B | — | ||
| Q2 25 | $13.8B | — | ||
| Q1 25 | $8.6B | — | ||
| Q4 24 | $6.8B | — | ||
| Q3 24 | $7.2B | — | ||
| Q2 24 | $6.6B | — | ||
| Q1 24 | $7.1B | — |
股东权益AMCRAMRZ
| Q4 25 | $11.6B | — | ||
| Q3 25 | $11.7B | $12.9B | ||
| Q2 25 | $11.7B | $12.4B | ||
| Q1 25 | $3.9B | — | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | $3.9B | $9.8B | ||
| Q2 24 | $3.9B | $9.3B | ||
| Q1 24 | $3.9B | — |
总资产AMCRAMRZ
| Q4 25 | $37.0B | — | ||
| Q3 25 | $37.1B | $24.0B | ||
| Q2 25 | $37.1B | $23.8B | ||
| Q1 25 | $18.0B | — | ||
| Q4 24 | $16.2B | — | ||
| Q3 24 | $16.9B | — | ||
| Q2 24 | $16.5B | — | ||
| Q1 24 | $16.7B | — |
负债/权益比AMCRAMRZ
| Q4 25 | 1.26× | — | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 1.18× | — | ||
| Q1 25 | 2.24× | — | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 1.83× | — | ||
| Q2 24 | 1.70× | — | ||
| Q1 24 | 1.79× | — |
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 | $503.0M | $854.0M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $669.0M |
| 自由现金流率自由现金流/营收 | 5.2% | 18.2% |
| 资本支出强度资本支出/营收 | 4.1% | 5.0% |
| 现金转化率经营现金流/净利润 | 2.84× | 1.57× |
| 过去12个月自由现金流最近4个季度 | $805.0M | — |
8季度趋势，按日历期对齐
经营现金流AMCRAMRZ
| Q4 25 | $503.0M | — | ||
| Q3 25 | $-133.0M | $854.0M | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $117.0M | — | ||
| Q4 24 | $428.0M | — | ||
| Q3 24 | $-269.0M | — | ||
| Q2 24 | $943.0M | — | ||
| Q1 24 | $150.0M | — |
自由现金流AMCRAMRZ
| Q4 25 | $282.0M | — | ||
| Q3 25 | $-371.0M | $669.0M | ||
| Q2 25 | $894.0M | — | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $330.0M | — | ||
| Q3 24 | $-414.0M | — | ||
| Q2 24 | $809.0M | — | ||
| Q1 24 | $37.0M | — |
自由现金流率AMCRAMRZ
| Q4 25 | 5.2% | — | ||
| Q3 25 | -6.5% | 18.2% | ||
| Q2 25 | 17.6% | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 10.2% | — | ||
| Q3 24 | -12.3% | — | ||
| Q2 24 | 22.9% | — | ||
| Q1 24 | 1.1% | — |
资本支出强度AMCRAMRZ
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.1% | 5.0% | ||
| Q2 25 | 4.3% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.3% | — | ||
| Q2 24 | 3.8% | — | ||
| Q1 24 | 3.3% | — |
现金转化率AMCRAMRZ
| Q4 25 | 2.84× | — | ||
| Q3 25 | -0.51× | 1.57× | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.60× | — | ||
| Q4 24 | 2.63× | — | ||
| Q3 24 | -1.41× | — | ||
| Q2 24 | 3.67× | — | ||
| Q1 24 | 0.80× | — |
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
AMCR
| Flexibles Segment | $3.2B | 59% |
| Rigid Packaging Segment | $2.3B | 42% |
AMRZ
| Building Materials | $2.8B | 75% |
| Building Envelope | $901.0M | 25% |
| Equity Method Investee | $5.0M | 0% |
