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安姆科（AMCR）与普立万（AVNT）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普立万的7.2倍（$5.4B vs $760.6M）。安姆科净利率更高（3.2% vs 2.2%，领先1.0%）。安姆科同比增速更快（68.1% vs 1.9%）。安姆科自由现金流更多（$282.0M vs $125.4M）。过去两年安姆科的营收复合增速更高（26.4% vs -4.2%）
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。
普立万公司是一家全球性材料解决方案供应商，总部位于美国俄亥俄州埃文湖，全球员工约9000人。主营产品涵盖色母粒、先进复合材料、功能添加剂以及工程材料，为多行业客户提供定制化的材料相关技术支持与解决方案。
AMCR vs AVNT — 直观对比
营收规模更大
AMCR
是对方的7.2倍
$760.6M
营收增速更快
AMCR
高出66.2%
1.9%
净利率更高
AMCR
高出1.0%
2.2%
自由现金流更多
AMCR
多$156.6M
$125.4M
两年增速更快
AMCR
近两年复合增速
-4.2%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $760.6M |
| 净利润 | $177.0M | $16.9M |
| 毛利率 | 19.1% | 30.2% |
| 营业利润率 | 6.1% | 5.2% |
| 净利率 | 3.2% | 2.2% |
| 营收同比 | 68.1% | 1.9% |
| 净利润同比 | 8.6% | -65.0% |
| 每股收益（稀释后） | $0.38 | $0.18 |
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AMCRAVNT
| Q4 25 | $5.4B | $760.6M | ||
| Q3 25 | $5.7B | $806.5M | ||
| Q2 25 | $5.1B | $866.5M | ||
| Q1 25 | $3.3B | $826.6M | ||
| Q4 24 | $3.2B | $746.5M | ||
| Q3 24 | $3.4B | $815.2M | ||
| Q2 24 | $3.5B | $849.7M | ||
| Q1 24 | $3.4B | $829.0M |
净利润AMCRAVNT
| Q4 25 | $177.0M | $16.9M | ||
| Q3 25 | $262.0M | $32.6M | ||
| Q2 25 | $-39.0M | $52.6M | ||
| Q1 25 | $196.0M | $-20.2M | ||
| Q4 24 | $163.0M | $48.3M | ||
| Q3 24 | $191.0M | $38.2M | ||
| Q2 24 | $257.0M | $33.6M | ||
| Q1 24 | $187.0M | $49.4M |
毛利率AMCRAVNT
| Q4 25 | 19.1% | 30.2% | ||
| Q3 25 | 19.6% | 30.4% | ||
| Q2 25 | 17.6% | 32.1% | ||
| Q1 25 | 19.6% | 31.8% | ||
| Q4 24 | 19.3% | 34.8% | ||
| Q3 24 | 19.7% | 32.1% | ||
| Q2 24 | 21.3% | 30.3% | ||
| Q1 24 | 20.3% | 33.6% |
营业利润率AMCRAVNT
| Q4 25 | 6.1% | 5.2% | ||
| Q3 25 | 8.0% | 8.3% | ||
| Q2 25 | 1.7% | 11.1% | ||
| Q1 25 | 9.4% | 0.1% | ||
| Q4 24 | 9.2% | 11.5% | ||
| Q3 24 | 9.3% | 9.5% | ||
| Q2 24 | 11.2% | 8.5% | ||
| Q1 24 | 9.0% | 11.3% |
净利率AMCRAVNT
| Q4 25 | 3.2% | 2.2% | ||
| Q3 25 | 4.6% | 4.0% | ||
| Q2 25 | -0.8% | 6.1% | ||
| Q1 25 | 5.9% | -2.4% | ||
| Q4 24 | 5.0% | 6.5% | ||
| Q3 24 | 5.7% | 4.7% | ||
| Q2 24 | 7.3% | 4.0% | ||
| Q1 24 | 5.5% | 6.0% |
每股收益（稀释后）AMCRAVNT
| Q4 25 | $0.38 | $0.18 | ||
| Q3 25 | $0.11 | $0.36 | ||
| Q2 25 | $-0.06 | $0.57 | ||
| Q1 25 | $0.14 | $-0.22 | ||
| Q4 24 | $0.11 | $0.53 | ||
| Q3 24 | $0.13 | $0.41 | ||
| Q2 24 | $0.18 | $0.36 | ||
| Q1 24 | $0.13 | $0.54 |
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 | — |
| 总债务越低越好 | $14.6B | $1.9B |
| 股东权益账面价值 | $11.6B | $2.4B |
| 总资产 | $37.0B | $6.0B |
| 负债/权益比越低杠杆越低 | 1.26× | 0.81× |
8季度趋势，按日历期对齐
现金及短期投资AMCRAVNT
| Q4 25 | $1.1B | — | ||
| Q3 25 | $825.0M | — | ||
| Q2 25 | $827.0M | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $445.0M | — | ||
| Q3 24 | $432.0M | — | ||
| Q2 24 | $588.0M | — | ||
| Q1 24 | $457.0M | — |
总债务AMCRAVNT
| Q4 25 | $14.6B | $1.9B | ||
| Q3 25 | $12.8B | $2.0B | ||
| Q2 25 | $13.8B | $2.0B | ||
| Q1 25 | $8.6B | $2.1B | ||
| Q4 24 | $6.8B | $2.1B | ||
| Q3 24 | $7.2B | $2.1B | ||
| Q2 24 | $6.6B | $2.1B | ||
| Q1 24 | $7.1B | $2.1B |
股东权益AMCRAVNT
| Q4 25 | $11.6B | $2.4B | ||
| Q3 25 | $11.7B | $2.4B | ||
| Q2 25 | $11.7B | $2.4B | ||
| Q1 25 | $3.9B | $2.3B | ||
| Q4 24 | $3.8B | $2.3B | ||
| Q3 24 | $3.9B | $2.4B | ||
| Q2 24 | $3.9B | $2.3B | ||
| Q1 24 | $3.9B | $2.3B |
总资产AMCRAVNT
| Q4 25 | $37.0B | $6.0B | ||
| Q3 25 | $37.1B | $6.1B | ||
| Q2 25 | $37.1B | $6.1B | ||
| Q1 25 | $18.0B | $5.8B | ||
| Q4 24 | $16.2B | $5.8B | ||
| Q3 24 | $16.9B | $6.0B | ||
| Q2 24 | $16.5B | $5.9B | ||
| Q1 24 | $16.7B | $5.9B |
负债/权益比AMCRAVNT
| Q4 25 | 1.26× | 0.81× | ||
| Q3 25 | 1.09× | 0.83× | ||
| Q2 25 | 1.18× | 0.86× | ||
| Q1 25 | 2.24× | 0.90× | ||
| Q4 24 | 1.81× | 0.89× | ||
| Q3 24 | 1.83× | 0.88× | ||
| Q2 24 | 1.70× | 0.90× | ||
| Q1 24 | 1.79× | 0.90× |
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 | $167.8M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $125.4M |
| 自由现金流率自由现金流/营收 | 5.2% | 16.5% |
| 资本支出强度资本支出/营收 | 4.1% | 5.6% |
| 现金转化率经营现金流/净利润 | 2.84× | 9.93× |
| 过去12个月自由现金流最近4个季度 | $805.0M | $195.0M |
8季度趋势，按日历期对齐
经营现金流AMCRAVNT
| Q4 25 | $503.0M | $167.8M | ||
| Q3 25 | $-133.0M | $72.1M | ||
| Q2 25 | $1.1B | $112.8M | ||
| Q1 25 | $117.0M | $-51.1M | ||
| Q4 24 | $428.0M | $122.6M | ||
| Q3 24 | $-269.0M | $71.1M | ||
| Q2 24 | $943.0M | $105.9M | ||
| Q1 24 | $150.0M | $-42.8M |
自由现金流AMCRAVNT
| Q4 25 | $282.0M | $125.4M | ||
| Q3 25 | $-371.0M | $47.4M | ||
| Q2 25 | $894.0M | $85.8M | ||
| Q1 25 | $0 | $-63.6M | ||
| Q4 24 | $330.0M | $81.5M | ||
| Q3 24 | $-414.0M | $46.1M | ||
| Q2 24 | $809.0M | $74.5M | ||
| Q1 24 | $37.0M | $-67.2M |
自由现金流率AMCRAVNT
| Q4 25 | 5.2% | 16.5% | ||
| Q3 25 | -6.5% | 5.9% | ||
| Q2 25 | 17.6% | 9.9% | ||
| Q1 25 | 0.0% | -7.7% | ||
| Q4 24 | 10.2% | 10.9% | ||
| Q3 24 | -12.3% | 5.7% | ||
| Q2 24 | 22.9% | 8.8% | ||
| Q1 24 | 1.1% | -8.1% |
资本支出强度AMCRAVNT
| Q4 25 | 4.1% | 5.6% | ||
| Q3 25 | 4.1% | 3.1% | ||
| Q2 25 | 4.3% | 3.1% | ||
| Q1 25 | 3.5% | 1.5% | ||
| Q4 24 | 3.0% | 5.5% | ||
| Q3 24 | 4.3% | 3.1% | ||
| Q2 24 | 3.8% | 3.7% | ||
| Q1 24 | 3.3% | 2.9% |
现金转化率AMCRAVNT
| Q4 25 | 2.84× | 9.93× | ||
| Q3 25 | -0.51× | 2.21× | ||
| Q2 25 | — | 2.14× | ||
| Q1 25 | 0.60× | — | ||
| Q4 24 | 2.63× | 2.54× | ||
| Q3 24 | -1.41× | 1.86× | ||
| Q2 24 | 3.67× | 3.15× | ||
| Q1 24 | 0.80× | -0.87× |
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% |
AVNT
| Color Additives And Inks | $466.0M | 61% |
| Specialty Engineered Materials | $295.5M | 39% |
