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安姆科（AMCR）与AdvanSix Inc.（ASIX）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AdvanSix Inc.的15.1倍（$5.4B vs $359.9M）。安姆科净利率更高（3.2% vs -0.8%，领先4.0%）。安姆科同比增速更快（68.1% vs 9.4%）。安姆科自由现金流更多（$282.0M vs $36.1M）。过去两年安姆科的营收复合增速更高（26.4% vs 3.4%）
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。
AdvanSix Inc.是一家美国化工企业，主营尼龙6以及己内酰胺、硫酸铵肥料等相关化工产品。该公司原为霍尼韦尔旗下树脂与化工事业部，于2016年分拆独立，2019年预估营收达14亿美元，其企业历史可追溯至1884年在宾夕法尼亚州法兰克福成立的H. W. Jayne公司。
AMCR vs ASIX — 直观对比
营收规模更大
AMCR
是对方的15.1倍
$359.9M
营收增速更快
AMCR
高出58.7%
9.4%
净利率更高
AMCR
高出4.0%
-0.8%
自由现金流更多
AMCR
多$245.9M
$36.1M
两年增速更快
AMCR
近两年复合增速
3.4%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $359.9M |
| 净利润 | $177.0M | $-2.8M |
| 毛利率 | 19.1% | 7.6% |
| 营业利润率 | 6.1% | -0.7% |
| 净利率 | 3.2% | -0.8% |
| 营收同比 | 68.1% | 9.4% |
| 净利润同比 | 8.6% | -892.9% |
| 每股收益（稀释后） | $0.38 | $-0.11 |
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AMCRASIX
| Q4 25 | $5.4B | $359.9M | ||
| Q3 25 | $5.7B | $374.5M | ||
| Q2 25 | $5.1B | $410.0M | ||
| Q1 25 | $3.3B | $377.8M | ||
| Q4 24 | $3.2B | $329.1M | ||
| Q3 24 | $3.4B | $398.2M | ||
| Q2 24 | $3.5B | $453.5M | ||
| Q1 24 | $3.4B | $336.8M |
净利润AMCRASIX
| Q4 25 | $177.0M | $-2.8M | ||
| Q3 25 | $262.0M | $-2.6M | ||
| Q2 25 | $-39.0M | $31.4M | ||
| Q1 25 | $196.0M | $23.3M | ||
| Q4 24 | $163.0M | $352.0K | ||
| Q3 24 | $191.0M | $22.3M | ||
| Q2 24 | $257.0M | $38.9M | ||
| Q1 24 | $187.0M | $-17.4M |
毛利率AMCRASIX
| Q4 25 | 19.1% | 7.6% | ||
| Q3 25 | 19.6% | 6.8% | ||
| Q2 25 | 17.6% | 14.3% | ||
| Q1 25 | 19.6% | 14.2% | ||
| Q4 24 | 19.3% | 3.4% | ||
| Q3 24 | 19.7% | 14.4% | ||
| Q2 24 | 21.3% | 17.9% | ||
| Q1 24 | 20.3% | 0.9% |
营业利润率AMCRASIX
| Q4 25 | 6.1% | -0.7% | ||
| Q3 25 | 8.0% | -0.9% | ||
| Q2 25 | 1.7% | 7.7% | ||
| Q1 25 | 9.4% | 7.7% | ||
| Q4 24 | 9.2% | -3.9% | ||
| Q3 24 | 9.3% | 7.5% | ||
| Q2 24 | 11.2% | 11.5% | ||
| Q1 24 | 9.0% | -7.0% |
净利率AMCRASIX
| Q4 25 | 3.2% | -0.8% | ||
| Q3 25 | 4.6% | -0.7% | ||
| Q2 25 | -0.8% | 7.7% | ||
| Q1 25 | 5.9% | 6.2% | ||
| Q4 24 | 5.0% | 0.1% | ||
| Q3 24 | 5.7% | 5.6% | ||
| Q2 24 | 7.3% | 8.6% | ||
| Q1 24 | 5.5% | -5.2% |
每股收益（稀释后）AMCRASIX
| Q4 25 | $0.38 | $-0.11 | ||
| Q3 25 | $0.11 | $-0.10 | ||
| Q2 25 | $-0.06 | $1.15 | ||
| Q1 25 | $0.14 | $0.86 | ||
| Q4 24 | $0.11 | $0.02 | ||
| Q3 24 | $0.13 | $0.82 | ||
| Q2 24 | $0.18 | $1.43 | ||
| Q1 24 | $0.13 | $-0.65 |
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 | $19.8M |
| 总债务越低越好 | $14.6B | — |
| 股东权益账面价值 | $11.6B | $815.2M |
| 总资产 | $37.0B | $1.7B |
| 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AMCRASIX
| Q4 25 | $1.1B | $19.8M | ||
| Q3 25 | $825.0M | $23.7M | ||
| Q2 25 | $827.0M | $18.4M | ||
| Q1 25 | $2.0B | $8.3M | ||
| Q4 24 | $445.0M | $19.6M | ||
| Q3 24 | $432.0M | $17.3M | ||
| Q2 24 | $588.0M | $12.1M | ||
| Q1 24 | $457.0M | $20.6M |
总债务AMCRASIX
| 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AMCRASIX
| Q4 25 | $11.6B | $815.2M | ||
| Q3 25 | $11.7B | $818.2M | ||
| Q2 25 | $11.7B | $823.7M | ||
| Q1 25 | $3.9B | $794.4M | ||
| Q4 24 | $3.8B | $774.6M | ||
| Q3 24 | $3.9B | $766.4M | ||
| Q2 24 | $3.9B | $746.6M | ||
| Q1 24 | $3.9B | $713.2M |
总资产AMCRASIX
| Q4 25 | $37.0B | $1.7B | ||
| Q3 25 | $37.1B | $1.7B | ||
| Q2 25 | $37.1B | $1.6B | ||
| Q1 25 | $18.0B | $1.6B | ||
| Q4 24 | $16.2B | $1.6B | ||
| Q3 24 | $16.9B | $1.5B | ||
| Q2 24 | $16.5B | $1.5B | ||
| Q1 24 | $16.7B | $1.5B |
负债/权益比AMCRASIX
| 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 | $63.7M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $36.1M |
| 自由现金流率自由现金流/营收 | 5.2% | 10.0% |
| 资本支出强度资本支出/营收 | 4.1% | 7.7% |
| 现金转化率经营现金流/净利润 | 2.84× | — |
| 过去12个月自由现金流最近4个季度 | $805.0M | $6.4M |
8季度趋势，按日历期对齐
经营现金流AMCRASIX
| Q4 25 | $503.0M | $63.7M | ||
| Q3 25 | $-133.0M | $26.6M | ||
| Q2 25 | $1.1B | $21.1M | ||
| Q1 25 | $117.0M | $11.4M | ||
| Q4 24 | $428.0M | $64.2M | ||
| Q3 24 | $-269.0M | $57.3M | ||
| Q2 24 | $943.0M | $50.2M | ||
| Q1 24 | $150.0M | $-36.2M |
自由现金流AMCRASIX
| Q4 25 | $282.0M | $36.1M | ||
| Q3 25 | $-371.0M | $66.0K | ||
| Q2 25 | $894.0M | $-7.2M | ||
| Q1 25 | $0 | $-22.6M | ||
| Q4 24 | $330.0M | $29.8M | ||
| Q3 24 | $-414.0M | $26.8M | ||
| Q2 24 | $809.0M | $16.7M | ||
| Q1 24 | $37.0M | $-71.6M |
自由现金流率AMCRASIX
| Q4 25 | 5.2% | 10.0% | ||
| Q3 25 | -6.5% | 0.0% | ||
| Q2 25 | 17.6% | -1.7% | ||
| Q1 25 | 0.0% | -6.0% | ||
| Q4 24 | 10.2% | 9.1% | ||
| Q3 24 | -12.3% | 6.7% | ||
| Q2 24 | 22.9% | 3.7% | ||
| Q1 24 | 1.1% | -21.3% |
资本支出强度AMCRASIX
| Q4 25 | 4.1% | 7.7% | ||
| Q3 25 | 4.1% | 7.1% | ||
| Q2 25 | 4.3% | 6.9% | ||
| Q1 25 | 3.5% | 9.0% | ||
| Q4 24 | 3.0% | 10.4% | ||
| Q3 24 | 4.3% | 7.7% | ||
| Q2 24 | 3.8% | 7.4% | ||
| Q1 24 | 3.3% | 10.5% |
现金转化率AMCRASIX
| Q4 25 | 2.84× | — | ||
| Q3 25 | -0.51× | — | ||
| Q2 25 | — | 0.67× | ||
| Q1 25 | 0.60× | 0.49× | ||
| Q4 24 | 2.63× | 182.29× | ||
| Q3 24 | -1.41× | 2.57× | ||
| Q2 24 | 3.67× | 1.29× | ||
| 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% |
ASIX
| Plant Nutrients | $140.0M | 39% |
| Chemical Intermediates | $92.8M | 26% |
| Caprolactam | $64.4M | 18% |
| Nylon Resins | $62.8M | 17% |
