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安姆科（AMCR）与ATI INC（ATI）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ATI INC的4.6倍（$5.4B vs $1.2B）。ATI INC净利率更高（8.2% vs 3.2%，领先5.0%）。安姆科同比增速更快（68.1% vs 0.4%）。安姆科自由现金流更多（$282.0M vs $223.1M）。过去两年安姆科的营收复合增速更高（26.4% vs 6.2%）
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。
ATI是加拿大半导体科技企业，总部位于安大略省万锦市，专注于图形处理器（GPU）及芯片组研发。公司成立于1985年，1993年公开上市，2006年被AMD收购。作为无晶圆厂半导体巨头，ATI坚持自主研发，生产组装环节外包，2000年竞争对手3dfx破产后，成为全球图形芯片领域的核心厂商之一。
AMCR vs ATI — 直观对比
营收规模更大
AMCR
是对方的4.6倍
$1.2B
营收增速更快
AMCR
高出67.8%
0.4%
净利率更高
ATI
高出5.0%
3.2%
自由现金流更多
AMCR
多$58.9M
$223.1M
两年增速更快
AMCR
近两年复合增速
6.2%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $1.2B |
| 净利润 | $177.0M | $96.6M |
| 毛利率 | 19.1% | 23.2% |
| 营业利润率 | 6.1% | 14.5% |
| 净利率 | 3.2% | 8.2% |
| 营收同比 | 68.1% | 0.4% |
| 净利润同比 | 8.6% | -29.5% |
| 每股收益（稀释后） | $0.38 | $0.70 |
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AMCRATI
| Q4 25 | $5.4B | $1.2B | ||
| Q3 25 | $5.7B | $1.1B | ||
| Q2 25 | $5.1B | $1.1B | ||
| Q1 25 | $3.3B | $1.1B | ||
| Q4 24 | $3.2B | $1.2B | ||
| Q3 24 | $3.4B | $1.1B | ||
| Q2 24 | $3.5B | $1.1B | ||
| Q1 24 | $3.4B | $1.0B |
净利润AMCRATI
| Q4 25 | $177.0M | $96.6M | ||
| Q3 25 | $262.0M | $110.0M | ||
| Q2 25 | $-39.0M | $100.7M | ||
| Q1 25 | $196.0M | $97.0M | ||
| Q4 24 | $163.0M | $137.1M | ||
| Q3 24 | $191.0M | $82.7M | ||
| Q2 24 | $257.0M | $81.9M | ||
| Q1 24 | $187.0M | $66.1M |
毛利率AMCRATI
| Q4 25 | 19.1% | 23.2% | ||
| Q3 25 | 19.6% | 22.7% | ||
| Q2 25 | 17.6% | 21.3% | ||
| Q1 25 | 19.6% | 20.6% | ||
| Q4 24 | 19.3% | 21.2% | ||
| Q3 24 | 19.7% | 21.4% | ||
| Q2 24 | 21.3% | 20.8% | ||
| Q1 24 | 20.3% | 18.9% |
营业利润率AMCRATI
| Q4 25 | 6.1% | 14.5% | ||
| Q3 25 | 8.0% | 14.4% | ||
| Q2 25 | 1.7% | 14.1% | ||
| Q1 25 | 9.4% | 12.8% | ||
| Q4 24 | 9.2% | 17.8% | ||
| Q3 24 | 9.3% | 13.5% | ||
| Q2 24 | 11.2% | 13.0% | ||
| Q1 24 | 9.0% | 11.0% |
净利率AMCRATI
| Q4 25 | 3.2% | 8.2% | ||
| Q3 25 | 4.6% | 9.8% | ||
| Q2 25 | -0.8% | 8.8% | ||
| Q1 25 | 5.9% | 8.5% | ||
| Q4 24 | 5.0% | 11.7% | ||
| Q3 24 | 5.7% | 7.9% | ||
| Q2 24 | 7.3% | 7.5% | ||
| Q1 24 | 5.5% | 6.3% |
每股收益（稀释后）AMCRATI
| Q4 25 | $0.38 | $0.70 | ||
| Q3 25 | $0.11 | $0.78 | ||
| Q2 25 | $-0.06 | $0.70 | ||
| Q1 25 | $0.14 | $0.67 | ||
| Q4 24 | $0.11 | $0.94 | ||
| Q3 24 | $0.13 | $0.57 | ||
| Q2 24 | $0.18 | $0.58 | ||
| Q1 24 | $0.13 | $0.46 |
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 | $416.7M |
| 总债务越低越好 | $14.6B | $1.7B |
| 股东权益账面价值 | $11.6B | $1.8B |
| 总资产 | $37.0B | $5.1B |
| 负债/权益比越低杠杆越低 | 1.26× | 0.95× |
8季度趋势，按日历期对齐
现金及短期投资AMCRATI
| Q4 25 | $1.1B | $416.7M | ||
| Q3 25 | $825.0M | $372.2M | ||
| Q2 25 | $827.0M | $319.6M | ||
| Q1 25 | $2.0B | $475.8M | ||
| Q4 24 | $445.0M | $721.2M | ||
| Q3 24 | $432.0M | $406.6M | ||
| Q2 24 | $588.0M | $425.6M | ||
| Q1 24 | $457.0M | $394.4M |
总债务AMCRATI
| Q4 25 | $14.6B | $1.7B | ||
| Q3 25 | $12.8B | $1.7B | ||
| Q2 25 | $13.8B | $1.7B | ||
| Q1 25 | $8.6B | $1.7B | ||
| Q4 24 | $6.8B | $1.7B | ||
| Q3 24 | $7.2B | $1.9B | ||
| Q2 24 | $6.6B | $1.9B | ||
| Q1 24 | $7.1B | $2.1B |
股东权益AMCRATI
| Q4 25 | $11.6B | $1.8B | ||
| Q3 25 | $11.7B | $1.7B | ||
| Q2 25 | $11.7B | $1.7B | ||
| Q1 25 | $3.9B | $1.9B | ||
| Q4 24 | $3.8B | $1.9B | ||
| Q3 24 | $3.9B | $1.8B | ||
| Q2 24 | $3.9B | $1.4B | ||
| Q1 24 | $3.9B | $1.3B |
总资产AMCRATI
| Q4 25 | $37.0B | $5.1B | ||
| Q3 25 | $37.1B | $5.0B | ||
| Q2 25 | $37.1B | $5.0B | ||
| Q1 25 | $18.0B | $5.2B | ||
| Q4 24 | $16.2B | $5.2B | ||
| Q3 24 | $16.9B | $5.1B | ||
| Q2 24 | $16.5B | $4.9B | ||
| Q1 24 | $16.7B | $4.8B |
负债/权益比AMCRATI
| Q4 25 | 1.26× | 0.95× | ||
| Q3 25 | 1.09× | 1.00× | ||
| Q2 25 | 1.18× | 0.98× | ||
| Q1 25 | 2.24× | 0.91× | ||
| Q4 24 | 1.81× | 0.93× | ||
| Q3 24 | 1.83× | 1.04× | ||
| Q2 24 | 1.70× | 1.37× | ||
| Q1 24 | 1.79× | 1.70× |
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 | $315.8M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $223.1M |
| 自由现金流率自由现金流/营收 | 5.2% | 19.0% |
| 资本支出强度资本支出/营收 | 4.1% | 7.9% |
| 现金转化率经营现金流/净利润 | 2.84× | 3.27× |
| 过去12个月自由现金流最近4个季度 | $805.0M | $333.7M |
8季度趋势，按日历期对齐
经营现金流AMCRATI
| Q4 25 | $503.0M | $315.8M | ||
| Q3 25 | $-133.0M | $229.5M | ||
| Q2 25 | $1.1B | $161.5M | ||
| Q1 25 | $117.0M | $-92.5M | ||
| Q4 24 | $428.0M | $380.9M | ||
| Q3 24 | $-269.0M | $24.0M | ||
| Q2 24 | $943.0M | $101.1M | ||
| Q1 24 | $150.0M | $-98.8M |
自由现金流AMCRATI
| Q4 25 | $282.0M | $223.1M | ||
| Q3 25 | $-371.0M | $167.0M | ||
| Q2 25 | $894.0M | $89.4M | ||
| Q1 25 | $0 | $-145.8M | ||
| Q4 24 | $330.0M | $333.6M | ||
| Q3 24 | $-414.0M | $-41.8M | ||
| Q2 24 | $809.0M | $40.9M | ||
| Q1 24 | $37.0M | $-164.6M |
自由现金流率AMCRATI
| Q4 25 | 5.2% | 19.0% | ||
| Q3 25 | -6.5% | 14.8% | ||
| Q2 25 | 17.6% | 7.8% | ||
| Q1 25 | 0.0% | -12.7% | ||
| Q4 24 | 10.2% | 28.4% | ||
| Q3 24 | -12.3% | -4.0% | ||
| Q2 24 | 22.9% | 3.7% | ||
| Q1 24 | 1.1% | -15.8% |
资本支出强度AMCRATI
| Q4 25 | 4.1% | 7.9% | ||
| Q3 25 | 4.1% | 5.6% | ||
| Q2 25 | 4.3% | 6.3% | ||
| Q1 25 | 3.5% | 4.7% | ||
| Q4 24 | 3.0% | 4.0% | ||
| Q3 24 | 4.3% | 6.3% | ||
| Q2 24 | 3.8% | 5.5% | ||
| Q1 24 | 3.3% | 6.3% |
现金转化率AMCRATI
| Q4 25 | 2.84× | 3.27× | ||
| Q3 25 | -0.51× | 2.09× | ||
| Q2 25 | — | 1.60× | ||
| Q1 25 | 0.60× | -0.95× | ||
| Q4 24 | 2.63× | 2.78× | ||
| Q3 24 | -1.41× | 0.29× | ||
| Q2 24 | 3.67× | 1.23× | ||
| Q1 24 | 0.80× | -1.49× |
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% |
ATI
| Other | $527.1M | 45% |
| Advanced Alloys Solutions | $333.5M | 28% |
| Airframes Commercial | $82.0M | 7% |
| Defense | $73.7M | 6% |
| Electronics Market | $53.1M | 5% |
| Internal Customers | $50.9M | 4% |
| Specialty Energy | $29.3M | 2% |
| Medical Market | $12.2M | 1% |
| Construction Mining Market | $7.2M | 1% |
| Other Market | $5.6M | 0% |
| Conventional Energy | $1.9M | 0% |
| Automotive Market | $600.0K | 0% |
