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安姆科（AMCR）与百通（BDC）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百通的7.6倍（$5.4B vs $720.1M）。百通净利率更高（9.4% vs 3.2%，领先6.2%）。安姆科同比增速更快（68.1% vs 8.1%）。安姆科自由现金流更多（$282.0M vs $121.3M）。过去两年安姆科的营收复合增速更高（26.4% vs 15.9%）
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。
百通公司是美国上市跨国企业，专注于端到端网络、安全及连接产品的设计、生产与销售，业务覆盖工业自动化解决方案、智能建筑、宽带及5G三大核心领域，为各行业客户提供可靠的通信连接相关产品与服务。
AMCR vs BDC — 直观对比
营收规模更大
AMCR
是对方的7.6倍
$720.1M
营收增速更快
AMCR
高出60.0%
8.1%
净利率更高
BDC
高出6.2%
3.2%
自由现金流更多
AMCR
多$160.8M
$121.3M
两年增速更快
AMCR
近两年复合增速
15.9%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $720.1M |
| 净利润 | $177.0M | $67.9M |
| 毛利率 | 19.1% | 36.6% |
| 营业利润率 | 6.1% | 12.2% |
| 净利率 | 3.2% | 9.4% |
| 营收同比 | 68.1% | 8.1% |
| 净利润同比 | 8.6% | 16.3% |
| 每股收益（稀释后） | $0.38 | $1.70 |
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AMCRBDC
| Q4 25 | $5.4B | $720.1M | ||
| Q3 25 | $5.7B | $698.2M | ||
| Q2 25 | $5.1B | $672.0M | ||
| Q1 25 | $3.3B | $624.9M | ||
| Q4 24 | $3.2B | $666.0M | ||
| Q3 24 | $3.4B | $654.9M | ||
| Q2 24 | $3.5B | $604.3M | ||
| Q1 24 | $3.4B | $535.7M |
净利润AMCRBDC
| Q4 25 | $177.0M | $67.9M | ||
| Q3 25 | $262.0M | $56.7M | ||
| Q2 25 | $-39.0M | $61.0M | ||
| Q1 25 | $196.0M | $51.9M | ||
| Q4 24 | $163.0M | $58.4M | ||
| Q3 24 | $191.0M | $53.7M | ||
| Q2 24 | $257.0M | $49.0M | ||
| Q1 24 | $187.0M | $37.3M |
毛利率AMCRBDC
| Q4 25 | 19.1% | 36.6% | ||
| Q3 25 | 19.6% | 37.7% | ||
| Q2 25 | 17.6% | 38.5% | ||
| Q1 25 | 19.6% | 39.3% | ||
| Q4 24 | 19.3% | 37.5% | ||
| Q3 24 | 19.7% | 37.3% | ||
| Q2 24 | 21.3% | 37.5% | ||
| Q1 24 | 20.3% | 37.6% |
营业利润率AMCRBDC
| Q4 25 | 6.1% | 12.2% | ||
| Q3 25 | 8.0% | 10.9% | ||
| Q2 25 | 1.7% | 11.8% | ||
| Q1 25 | 9.4% | 11.6% | ||
| Q4 24 | 9.2% | 10.4% | ||
| Q3 24 | 9.3% | 11.5% | ||
| Q2 24 | 11.2% | 11.4% | ||
| Q1 24 | 9.0% | 9.9% |
净利率AMCRBDC
| Q4 25 | 3.2% | 9.4% | ||
| Q3 25 | 4.6% | 8.1% | ||
| Q2 25 | -0.8% | 9.1% | ||
| Q1 25 | 5.9% | 8.3% | ||
| Q4 24 | 5.0% | 8.8% | ||
| Q3 24 | 5.7% | 8.2% | ||
| Q2 24 | 7.3% | 8.1% | ||
| Q1 24 | 5.5% | 7.0% |
每股收益（稀释后）AMCRBDC
| Q4 25 | $0.38 | $1.70 | ||
| Q3 25 | $0.11 | $1.41 | ||
| Q2 25 | $-0.06 | $1.53 | ||
| Q1 25 | $0.14 | $1.27 | ||
| Q4 24 | $0.11 | $1.41 | ||
| Q3 24 | $0.13 | $1.30 | ||
| Q2 24 | $0.18 | $1.19 | ||
| Q1 24 | $0.13 | $0.90 |
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 | $389.9M |
| 总债务越低越好 | $14.6B | — |
| 股东权益账面价值 | $11.6B | $1.3B |
| 总资产 | $37.0B | $3.5B |
| 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AMCRBDC
| Q4 25 | $1.1B | $389.9M | ||
| Q3 25 | $825.0M | $314.3M | ||
| Q2 25 | $827.0M | $301.5M | ||
| Q1 25 | $2.0B | $259.0M | ||
| Q4 24 | $445.0M | $370.3M | ||
| Q3 24 | $432.0M | $323.0M | ||
| Q2 24 | $588.0M | $564.8M | ||
| Q1 24 | $457.0M | $506.8M |
总债务AMCRBDC
| 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AMCRBDC
| Q4 25 | $11.6B | $1.3B | ||
| Q3 25 | $11.7B | $1.2B | ||
| Q2 25 | $11.7B | $1.2B | ||
| Q1 25 | $3.9B | $1.2B | ||
| Q4 24 | $3.8B | $1.3B | ||
| Q3 24 | $3.9B | $1.2B | ||
| Q2 24 | $3.9B | $1.2B | ||
| Q1 24 | $3.9B | $1.2B |
总资产AMCRBDC
| Q4 25 | $37.0B | $3.5B | ||
| Q3 25 | $37.1B | $3.4B | ||
| Q2 25 | $37.1B | $3.4B | ||
| Q1 25 | $18.0B | $3.3B | ||
| Q4 24 | $16.2B | $3.3B | ||
| Q3 24 | $16.9B | $3.3B | ||
| Q2 24 | $16.5B | $3.5B | ||
| Q1 24 | $16.7B | $3.1B |
负债/权益比AMCRBDC
| 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 | $160.4M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $121.3M |
| 自由现金流率自由现金流/营收 | 5.2% | 16.8% |
| 资本支出强度资本支出/营收 | 4.1% | 5.4% |
| 现金转化率经营现金流/净利润 | 2.84× | 2.36× |
| 过去12个月自由现金流最近4个季度 | $805.0M | $218.7M |
8季度趋势，按日历期对齐
经营现金流AMCRBDC
| Q4 25 | $503.0M | $160.4M | ||
| Q3 25 | $-133.0M | $105.0M | ||
| Q2 25 | $1.1B | $82.0M | ||
| Q1 25 | $117.0M | $7.4M | ||
| Q4 24 | $428.0M | $174.7M | ||
| Q3 24 | $-269.0M | $91.7M | ||
| Q2 24 | $943.0M | $83.0M | ||
| Q1 24 | $150.0M | $2.7M |
自由现金流AMCRBDC
| Q4 25 | $282.0M | $121.3M | ||
| Q3 25 | $-371.0M | $65.3M | ||
| Q2 25 | $894.0M | $56.9M | ||
| Q1 25 | $0 | $-24.8M | ||
| Q4 24 | $330.0M | $116.4M | ||
| Q3 24 | $-414.0M | $67.2M | ||
| Q2 24 | $809.0M | $61.0M | ||
| Q1 24 | $37.0M | $-21.5M |
自由现金流率AMCRBDC
| Q4 25 | 5.2% | 16.8% | ||
| Q3 25 | -6.5% | 9.4% | ||
| Q2 25 | 17.6% | 8.5% | ||
| Q1 25 | 0.0% | -4.0% | ||
| Q4 24 | 10.2% | 17.5% | ||
| Q3 24 | -12.3% | 10.3% | ||
| Q2 24 | 22.9% | 10.1% | ||
| Q1 24 | 1.1% | -4.0% |
资本支出强度AMCRBDC
| Q4 25 | 4.1% | 5.4% | ||
| Q3 25 | 4.1% | 5.7% | ||
| Q2 25 | 4.3% | 3.7% | ||
| Q1 25 | 3.5% | 5.2% | ||
| Q4 24 | 3.0% | 8.8% | ||
| Q3 24 | 4.3% | 3.7% | ||
| Q2 24 | 3.8% | 3.6% | ||
| Q1 24 | 3.3% | 4.5% |
现金转化率AMCRBDC
| Q4 25 | 2.84× | 2.36× | ||
| Q3 25 | -0.51× | 1.85× | ||
| Q2 25 | — | 1.34× | ||
| Q1 25 | 0.60× | 0.14× | ||
| Q4 24 | 2.63× | 2.99× | ||
| Q3 24 | -1.41× | 1.71× | ||
| Q2 24 | 3.67× | 1.69× | ||
| Q1 24 | 0.80× | 0.07× |
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% |
BDC
| Automation Solutions Segment | $397.7M | 55% |
| Broadband Solutions | $164.8M | 23% |
| Smart Buildings Solutions | $157.7M | 22% |
