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安姆科（AMCR）与BROADWIND, INC.（BWEN）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BROADWIND, INC.的144.4倍（$5.4B vs $37.7M）。安姆科同比增速更快（68.1% vs 12.4%）。安姆科自由现金流更多（$282.0M vs $-187.0K）。过去两年安姆科的营收复合增速更高（26.4% vs 0.2%）
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。
Broadwind Inc.是一家总部位于美国的工业制造企业，主营重型结构部件、齿轮系统的生产及相关售后服务，业务覆盖可再生能源、基础设施与重工业领域，主要为北美市场的风电项目、公用事业能源工程等供应核心零部件。
AMCR vs BWEN — 直观对比
营收规模更大
AMCR
是对方的144.4倍
$37.7M
营收增速更快
AMCR
高出55.7%
12.4%
自由现金流更多
AMCR
多$282.2M
$-187.0K
两年增速更快
AMCR
近两年复合增速
0.2%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $37.7M |
| 净利润 | $177.0M | — |
| 毛利率 | 19.1% | 8.8% |
| 营业利润率 | 6.1% | -0.2% |
| 净利率 | 3.2% | — |
| 营收同比 | 68.1% | 12.4% |
| 净利润同比 | 8.6% | — |
| 每股收益（稀释后） | $0.38 | $-0.03 |
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AMCRBWEN
| Q4 25 | $5.4B | $37.7M | ||
| Q3 25 | $5.7B | $44.2M | ||
| Q2 25 | $5.1B | $39.2M | ||
| Q1 25 | $3.3B | $36.8M | ||
| Q4 24 | $3.2B | $33.6M | ||
| Q3 24 | $3.4B | $35.5M | ||
| Q2 24 | $3.5B | $36.5M | ||
| Q1 24 | $3.4B | $37.6M |
净利润AMCRBWEN
| Q4 25 | $177.0M | — | ||
| Q3 25 | $262.0M | $7.5M | ||
| Q2 25 | $-39.0M | $-989.0K | ||
| Q1 25 | $196.0M | $-370.0K | ||
| Q4 24 | $163.0M | — | ||
| Q3 24 | $191.0M | $74.0K | ||
| Q2 24 | $257.0M | $482.0K | ||
| Q1 24 | $187.0M | $1.5M |
毛利率AMCRBWEN
| Q4 25 | 19.1% | 8.8% | ||
| Q3 25 | 19.6% | 10.2% | ||
| Q2 25 | 17.6% | 10.1% | ||
| Q1 25 | 19.6% | 11.7% | ||
| Q4 24 | 19.3% | 11.3% | ||
| Q3 24 | 19.7% | 14.6% | ||
| Q2 24 | 21.3% | 15.3% | ||
| Q1 24 | 20.3% | 17.6% |
营业利润率AMCRBWEN
| Q4 25 | 6.1% | -0.2% | ||
| Q3 25 | 8.0% | 19.7% | ||
| Q2 25 | 1.7% | -0.4% | ||
| Q1 25 | 9.4% | 0.5% | ||
| Q4 24 | 9.2% | -0.9% | ||
| Q3 24 | 9.3% | 3.3% | ||
| Q2 24 | 11.2% | 3.4% | ||
| Q1 24 | 9.0% | 5.5% |
净利率AMCRBWEN
| Q4 25 | 3.2% | — | ||
| Q3 25 | 4.6% | 16.9% | ||
| Q2 25 | -0.8% | -2.5% | ||
| Q1 25 | 5.9% | -1.0% | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 5.7% | 0.2% | ||
| Q2 24 | 7.3% | 1.3% | ||
| Q1 24 | 5.5% | 4.0% |
每股收益（稀释后）AMCRBWEN
| Q4 25 | $0.38 | $-0.03 | ||
| Q3 25 | $0.11 | $0.32 | ||
| Q2 25 | $-0.06 | $-0.04 | ||
| Q1 25 | $0.14 | $-0.02 | ||
| Q4 24 | $0.11 | $-0.04 | ||
| Q3 24 | $0.13 | $0.00 | ||
| Q2 24 | $0.18 | $0.02 | ||
| Q1 24 | $0.13 | $0.07 |
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 | $456.0K |
| 总债务越低越好 | $14.6B | $10.1M |
| 股东权益账面价值 | $11.6B | $66.3M |
| 总资产 | $37.0B | $116.8M |
| 负债/权益比越低杠杆越低 | 1.26× | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资AMCRBWEN
| Q4 25 | $1.1B | $456.0K | ||
| Q3 25 | $825.0M | $1.2M | ||
| Q2 25 | $827.0M | $1.0M | ||
| Q1 25 | $2.0B | $1.2M | ||
| Q4 24 | $445.0M | $7.7M | ||
| Q3 24 | $432.0M | $1.4M | ||
| Q2 24 | $588.0M | $938.0K | ||
| Q1 24 | $457.0M | $1.1M |
总债务AMCRBWEN
| Q4 25 | $14.6B | $10.1M | ||
| Q3 25 | $12.8B | $10.3M | ||
| Q2 25 | $13.8B | $26.1M | ||
| Q1 25 | $8.6B | $12.2M | ||
| Q4 24 | $6.8B | $9.2M | ||
| Q3 24 | $7.2B | $16.9M | ||
| Q2 24 | $6.6B | $18.0M | ||
| Q1 24 | $7.1B | $7.7M |
股东权益AMCRBWEN
| Q4 25 | $11.6B | $66.3M | ||
| Q3 25 | $11.7B | $66.9M | ||
| Q2 25 | $11.7B | $59.0M | ||
| Q1 25 | $3.9B | $59.3M | ||
| Q4 24 | $3.8B | $59.4M | ||
| Q3 24 | $3.9B | $59.6M | ||
| Q2 24 | $3.9B | $59.1M | ||
| Q1 24 | $3.9B | $58.0M |
总资产AMCRBWEN
| Q4 25 | $37.0B | $116.8M | ||
| Q3 25 | $37.1B | $119.6M | ||
| Q2 25 | $37.1B | $130.5M | ||
| Q1 25 | $18.0B | $129.3M | ||
| Q4 24 | $16.2B | $128.3M | ||
| Q3 24 | $16.9B | $125.1M | ||
| Q2 24 | $16.5B | $122.5M | ||
| Q1 24 | $16.7B | $123.1M |
负债/权益比AMCRBWEN
| Q4 25 | 1.26× | 0.15× | ||
| Q3 25 | 1.09× | 0.15× | ||
| Q2 25 | 1.18× | 0.44× | ||
| Q1 25 | 2.24× | 0.21× | ||
| Q4 24 | 1.81× | 0.15× | ||
| Q3 24 | 1.83× | 0.28× | ||
| Q2 24 | 1.70× | 0.30× | ||
| Q1 24 | 1.79× | 0.13× |
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 | $857.0K |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $-187.0K |
| 自由现金流率自由现金流/营收 | 5.2% | -0.5% |
| 资本支出强度资本支出/营收 | 4.1% | 2.8% |
| 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 | $-19.0M |
8季度趋势，按日历期对齐
经营现金流AMCRBWEN
| Q4 25 | $503.0M | $857.0K | ||
| Q3 25 | $-133.0M | $4.3M | ||
| Q2 25 | $1.1B | $-12.5M | ||
| Q1 25 | $117.0M | $-8.0M | ||
| Q4 24 | $428.0M | $14.8M | ||
| Q3 24 | $-269.0M | $2.4M | ||
| Q2 24 | $943.0M | $-9.3M | ||
| Q1 24 | $150.0M | $5.9M |
自由现金流AMCRBWEN
| Q4 25 | $282.0M | $-187.0K | ||
| Q3 25 | $-371.0M | $3.8M | ||
| Q2 25 | $894.0M | $-13.7M | ||
| Q1 25 | $0 | $-9.0M | ||
| Q4 24 | $330.0M | $14.5M | ||
| Q3 24 | $-414.0M | $1.7M | ||
| Q2 24 | $809.0M | $-10.1M | ||
| Q1 24 | $37.0M | $4.1M |
自由现金流率AMCRBWEN
| Q4 25 | 5.2% | -0.5% | ||
| Q3 25 | -6.5% | 8.6% | ||
| Q2 25 | 17.6% | -34.8% | ||
| Q1 25 | 0.0% | -24.3% | ||
| Q4 24 | 10.2% | 43.1% | ||
| Q3 24 | -12.3% | 4.8% | ||
| Q2 24 | 22.9% | -27.6% | ||
| Q1 24 | 1.1% | 10.9% |
资本支出强度AMCRBWEN
| Q4 25 | 4.1% | 2.8% | ||
| Q3 25 | 4.1% | 1.1% | ||
| Q2 25 | 4.3% | 3.1% | ||
| Q1 25 | 3.5% | 2.5% | ||
| Q4 24 | 3.0% | 1.0% | ||
| Q3 24 | 4.3% | 2.1% | ||
| Q2 24 | 3.8% | 2.2% | ||
| Q1 24 | 3.3% | 4.6% |
现金转化率AMCRBWEN
| Q4 25 | 2.84× | — | ||
| Q3 25 | -0.51× | 0.57× | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.60× | — | ||
| Q4 24 | 2.63× | — | ||
| Q3 24 | -1.41× | 32.99× | ||
| Q2 24 | 3.67× | -19.26× | ||
| Q1 24 | 0.80× | 3.88× |
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% |
BWEN
| Heavy Fabrications | $21.6M | 57% |
| Industrial Solutions | $9.4M | 25% |
| Gearing | $7.0M | 19% |
