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安姆科（AMCR）与艾仕得（AXTA）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艾仕得的4.3倍（$5.4B vs $1.3B）。艾仕得净利率更高（4.8% vs 3.2%，领先1.5%）。安姆科同比增速更快（68.1% vs -3.7%）。艾仕得自由现金流更多（$286.0M vs $282.0M）。过去两年安姆科的营收复合增速更高（26.4% vs -1.2%）
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。
艾仕得是源自美国的专业涂料供应商，总部位于宾夕法尼亚州费城，注册地为百慕大。公司主营乘用车、商用车、工业场景及修补用途涂料的研发与生产，业务覆盖全球130个国家，拥有近1.3万名员工，服务超10万家客户。
AMCR vs AXTA — 直观对比
营收规模更大
AMCR
是对方的4.3倍
$1.3B
营收增速更快
AMCR
高出71.9%
-3.7%
净利率更高
AXTA
高出1.5%
3.2%
自由现金流更多
AXTA
多$4.0M
$282.0M
两年增速更快
AMCR
近两年复合增速
-1.2%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $1.3B |
| 净利润 | $177.0M | $60.0M |
| 毛利率 | 19.1% | 33.4% |
| 营业利润率 | 6.1% | 12.8% |
| 净利率 | 3.2% | 4.8% |
| 营收同比 | 68.1% | -3.7% |
| 净利润同比 | 8.6% | -56.2% |
| 每股收益（稀释后） | $0.38 | $0.28 |
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AMCRAXTA
| Q4 25 | $5.4B | $1.3B | ||
| Q3 25 | $5.7B | $1.3B | ||
| Q2 25 | $5.1B | $1.3B | ||
| Q1 25 | $3.3B | $1.3B | ||
| Q4 24 | $3.2B | $1.3B | ||
| Q3 24 | $3.4B | $1.3B | ||
| Q2 24 | $3.5B | $1.4B | ||
| Q1 24 | $3.4B | $1.3B |
净利润AMCRAXTA
| Q4 25 | $177.0M | $60.0M | ||
| Q3 25 | $262.0M | $110.0M | ||
| Q2 25 | $-39.0M | $109.0M | ||
| Q1 25 | $196.0M | $99.0M | ||
| Q4 24 | $163.0M | $137.0M | ||
| Q3 24 | $191.0M | $101.0M | ||
| Q2 24 | $257.0M | $112.0M | ||
| Q1 24 | $187.0M | $41.0M |
毛利率AMCRAXTA
| Q4 25 | 19.1% | 33.4% | ||
| Q3 25 | 19.6% | 34.9% | ||
| Q2 25 | 17.6% | 35.0% | ||
| Q1 25 | 19.6% | 34.3% | ||
| Q4 24 | 19.3% | 34.1% | ||
| Q3 24 | 19.7% | 35.0% | ||
| Q2 24 | 21.3% | 34.0% | ||
| Q1 24 | 20.3% | 33.2% |
营业利润率AMCRAXTA
| Q4 25 | 6.1% | 12.8% | ||
| Q3 25 | 8.0% | 15.8% | ||
| Q2 25 | 1.7% | 14.8% | ||
| Q1 25 | 9.4% | 13.9% | ||
| Q4 24 | 9.2% | 14.3% | ||
| Q3 24 | 9.3% | 14.6% | ||
| Q2 24 | 11.2% | 15.2% | ||
| Q1 24 | 9.0% | 9.4% |
净利率AMCRAXTA
| Q4 25 | 3.2% | 4.8% | ||
| Q3 25 | 4.6% | 8.5% | ||
| Q2 25 | -0.8% | 8.4% | ||
| Q1 25 | 5.9% | 7.8% | ||
| Q4 24 | 5.0% | 10.5% | ||
| Q3 24 | 5.7% | 7.7% | ||
| Q2 24 | 7.3% | 8.3% | ||
| Q1 24 | 5.5% | 3.2% |
每股收益（稀释后）AMCRAXTA
| Q4 25 | $0.38 | $0.28 | ||
| Q3 25 | $0.11 | $0.51 | ||
| Q2 25 | $-0.06 | $0.50 | ||
| Q1 25 | $0.14 | $0.45 | ||
| Q4 24 | $0.11 | $0.63 | ||
| Q3 24 | $0.13 | $0.46 | ||
| Q2 24 | $0.18 | $0.51 | ||
| Q1 24 | $0.13 | $0.18 |
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 | $657.0M |
| 总债务越低越好 | $14.6B | $3.2B |
| 股东权益账面价值 | $11.6B | $2.3B |
| 总资产 | $37.0B | $7.6B |
| 负债/权益比越低杠杆越低 | 1.26× | 1.36× |
8季度趋势，按日历期对齐
现金及短期投资AMCRAXTA
| Q4 25 | $1.1B | $657.0M | ||
| Q3 25 | $825.0M | $606.0M | ||
| Q2 25 | $827.0M | $625.0M | ||
| Q1 25 | $2.0B | $575.0M | ||
| Q4 24 | $445.0M | $593.0M | ||
| Q3 24 | $432.0M | $567.0M | ||
| Q2 24 | $588.0M | $840.0M | ||
| Q1 24 | $457.0M | $624.0M |
总债务AMCRAXTA
| Q4 25 | $14.6B | $3.2B | ||
| Q3 25 | $12.8B | $3.4B | ||
| Q2 25 | $13.8B | $3.4B | ||
| Q1 25 | $8.6B | $3.4B | ||
| Q4 24 | $6.8B | $3.4B | ||
| Q3 24 | $7.2B | $3.5B | ||
| Q2 24 | $6.6B | $3.6B | ||
| Q1 24 | $7.1B | $3.4B |
股东权益AMCRAXTA
| Q4 25 | $11.6B | $2.3B | ||
| Q3 25 | $11.7B | $2.3B | ||
| Q2 25 | $11.7B | $2.3B | ||
| Q1 25 | $3.9B | $2.1B | ||
| Q4 24 | $3.8B | $1.9B | ||
| Q3 24 | $3.9B | $1.9B | ||
| Q2 24 | $3.9B | $1.8B | ||
| Q1 24 | $3.9B | $1.7B |
总资产AMCRAXTA
| Q4 25 | $37.0B | $7.6B | ||
| Q3 25 | $37.1B | $7.8B | ||
| Q2 25 | $37.1B | $7.8B | ||
| Q1 25 | $18.0B | $7.4B | ||
| Q4 24 | $16.2B | $7.2B | ||
| Q3 24 | $16.9B | $7.5B | ||
| Q2 24 | $16.5B | $7.3B | ||
| Q1 24 | $16.7B | $7.1B |
负债/权益比AMCRAXTA
| Q4 25 | 1.26× | 1.36× | ||
| Q3 25 | 1.09× | 1.48× | ||
| Q2 25 | 1.18× | 1.50× | ||
| Q1 25 | 2.24× | 1.64× | ||
| Q4 24 | 1.81× | 1.78× | ||
| Q3 24 | 1.83× | 1.84× | ||
| Q2 24 | 1.70× | 2.02× | ||
| Q1 24 | 1.79× | 1.97× |
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 | $344.0M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $286.0M |
| 自由现金流率自由现金流/营收 | 5.2% | 22.7% |
| 资本支出强度资本支出/营收 | 4.1% | 4.6% |
| 现金转化率经营现金流/净利润 | 2.84× | 5.73× |
| 过去12个月自由现金流最近4个季度 | $805.0M | $453.0M |
8季度趋势，按日历期对齐
经营现金流AMCRAXTA
| Q4 25 | $503.0M | $344.0M | ||
| Q3 25 | $-133.0M | $137.0M | ||
| Q2 25 | $1.1B | $142.0M | ||
| Q1 25 | $117.0M | $26.0M | ||
| Q4 24 | $428.0M | $234.0M | ||
| Q3 24 | $-269.0M | $194.0M | ||
| Q2 24 | $943.0M | $114.0M | ||
| Q1 24 | $150.0M | $34.0M |
自由现金流AMCRAXTA
| Q4 25 | $282.0M | $286.0M | ||
| Q3 25 | $-371.0M | $87.0M | ||
| Q2 25 | $894.0M | $97.0M | ||
| Q1 25 | $0 | $-17.0M | ||
| Q4 24 | $330.0M | $172.0M | ||
| Q3 24 | $-414.0M | $161.0M | ||
| Q2 24 | $809.0M | $91.0M | ||
| Q1 24 | $37.0M | $12.0M |
自由现金流率AMCRAXTA
| Q4 25 | 5.2% | 22.7% | ||
| Q3 25 | -6.5% | 6.8% | ||
| Q2 25 | 17.6% | 7.4% | ||
| Q1 25 | 0.0% | -1.3% | ||
| Q4 24 | 10.2% | 13.1% | ||
| Q3 24 | -12.3% | 12.2% | ||
| Q2 24 | 22.9% | 6.7% | ||
| Q1 24 | 1.1% | 0.9% |
资本支出强度AMCRAXTA
| Q4 25 | 4.1% | 4.6% | ||
| Q3 25 | 4.1% | 3.9% | ||
| Q2 25 | 4.3% | 3.4% | ||
| Q1 25 | 3.5% | 3.4% | ||
| Q4 24 | 3.0% | 4.7% | ||
| Q3 24 | 4.3% | 2.5% | ||
| Q2 24 | 3.8% | 1.7% | ||
| Q1 24 | 3.3% | 1.7% |
现金转化率AMCRAXTA
| Q4 25 | 2.84× | 5.73× | ||
| Q3 25 | -0.51× | 1.25× | ||
| Q2 25 | — | 1.30× | ||
| Q1 25 | 0.60× | 0.26× | ||
| Q4 24 | 2.63× | 1.71× | ||
| Q3 24 | -1.41× | 1.92× | ||
| Q2 24 | 3.67× | 1.02× | ||
| Q1 24 | 0.80× | 0.83× |
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% |
AXTA
| Refinish | $509.0M | 40% |
| Light Vehicle | $372.0M | 29% |
| Industrial | $282.0M | 22% |
| Commercial Vehicle | $99.0M | 8% |
