vs
安姆科（AMCR）与CSW INDUSTRIALS, INC.（CSW）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CSW INDUSTRIALS, INC.的23.4倍（$5.4B vs $233.0M）。CSW INDUSTRIALS, INC.净利率更高（4.4% vs 3.2%，领先1.2%）。安姆科同比增速更快（68.1% vs 20.3%）。安姆科自由现金流更多（$282.0M vs $22.7M）。过去两年安姆科的营收复合增速更高（26.4% vs 5.1%）
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。
AMCR vs CSW — 直观对比
营收规模更大
AMCR
是对方的23.4倍
$233.0M
营收增速更快
AMCR
高出47.8%
20.3%
净利率更高
CSW
高出1.2%
3.2%
自由现金流更多
AMCR
多$259.3M
$22.7M
两年增速更快
AMCR
近两年复合增速
5.1%
损益表 — Q2 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $233.0M |
| 净利润 | $177.0M | $10.3M |
| 毛利率 | 19.1% | 39.7% |
| 营业利润率 | 6.1% | 7.4% |
| 净利率 | 3.2% | 4.4% |
| 营收同比 | 68.1% | 20.3% |
| 净利润同比 | 8.6% | -61.9% |
| 每股收益（稀释后） | $0.38 | $0.62 |
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AMCRCSW
| Q4 25 | $5.4B | $233.0M | ||
| Q3 25 | $5.7B | $277.0M | ||
| Q2 25 | $5.1B | $263.6M | ||
| Q1 25 | $3.3B | $230.5M | ||
| Q4 24 | $3.2B | $193.6M | ||
| Q3 24 | $3.4B | $227.9M | ||
| Q2 24 | $3.5B | $226.2M | ||
| Q1 24 | $3.4B | $210.9M |
净利润AMCRCSW
| Q4 25 | $177.0M | $10.3M | ||
| Q3 25 | $262.0M | $40.7M | ||
| Q2 25 | $-39.0M | $40.9M | ||
| Q1 25 | $196.0M | $35.1M | ||
| Q4 24 | $163.0M | $26.9M | ||
| Q3 24 | $191.0M | $36.1M | ||
| Q2 24 | $257.0M | $38.6M | ||
| Q1 24 | $187.0M | $31.8M |
毛利率AMCRCSW
| Q4 25 | 19.1% | 39.7% | ||
| Q3 25 | 19.6% | 43.0% | ||
| Q2 25 | 17.6% | 43.8% | ||
| Q1 25 | 19.6% | 44.2% | ||
| Q4 24 | 19.3% | 41.4% | ||
| Q3 24 | 19.7% | 45.6% | ||
| Q2 24 | 21.3% | 47.5% | ||
| Q1 24 | 20.3% | 44.4% |
营业利润率AMCRCSW
| Q4 25 | 6.1% | 7.4% | ||
| Q3 25 | 8.0% | 20.5% | ||
| Q2 25 | 1.7% | 20.8% | ||
| Q1 25 | 9.4% | 19.5% | ||
| Q4 24 | 9.2% | 15.3% | ||
| Q3 24 | 9.3% | 22.6% | ||
| Q2 24 | 11.2% | 24.3% | ||
| Q1 24 | 9.0% | 21.0% |
净利率AMCRCSW
| Q4 25 | 3.2% | 4.4% | ||
| Q3 25 | 4.6% | 14.7% | ||
| Q2 25 | -0.8% | 15.5% | ||
| Q1 25 | 5.9% | 15.2% | ||
| Q4 24 | 5.0% | 13.9% | ||
| Q3 24 | 5.7% | 15.8% | ||
| Q2 24 | 7.3% | 17.1% | ||
| Q1 24 | 5.5% | 15.1% |
每股收益（稀释后）AMCRCSW
| Q4 25 | $0.38 | $0.62 | ||
| Q3 25 | $0.11 | $2.41 | ||
| Q2 25 | $-0.06 | $2.43 | ||
| Q1 25 | $0.14 | $2.05 | ||
| Q4 24 | $0.11 | $1.60 | ||
| Q3 24 | $0.13 | $2.26 | ||
| Q2 24 | $0.18 | $2.47 | ||
| Q1 24 | $0.13 | $2.03 |
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 | $40.2M |
| 总债务越低越好 | $14.6B | — |
| 股东权益账面价值 | $11.6B | $1.1B |
| 总资产 | $37.0B | $2.3B |
| 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AMCRCSW
| Q4 25 | $1.1B | $40.2M | ||
| Q3 25 | $825.0M | $31.5M | ||
| Q2 25 | $827.0M | $38.0M | ||
| Q1 25 | $2.0B | $225.8M | ||
| Q4 24 | $445.0M | $213.8M | ||
| Q3 24 | $432.0M | $273.2M | ||
| Q2 24 | $588.0M | $18.9M | ||
| Q1 24 | $457.0M | $22.2M |
总债务AMCRCSW
| Q4 25 | $14.6B | — | ||
| Q3 25 | $12.8B | — | ||
| Q2 25 | $13.8B | — | ||
| Q1 25 | $8.6B | $800.1M | ||
| Q4 24 | $6.8B | — | ||
| Q3 24 | $7.2B | — | ||
| Q2 24 | $6.6B | — | ||
| Q1 24 | $7.1B | $166.0M |
股东权益AMCRCSW
| Q4 25 | $11.6B | $1.1B | ||
| Q3 25 | $11.7B | $1.1B | ||
| Q2 25 | $11.7B | $1.1B | ||
| Q1 25 | $3.9B | $1.1B | ||
| Q4 24 | $3.8B | $1.0B | ||
| Q3 24 | $3.9B | $1.0B | ||
| Q2 24 | $3.9B | $650.2M | ||
| Q1 24 | $3.9B | $615.7M |
总资产AMCRCSW
| Q4 25 | $37.0B | $2.3B | ||
| Q3 25 | $37.1B | $1.5B | ||
| Q2 25 | $37.1B | $1.5B | ||
| Q1 25 | $18.0B | $1.4B | ||
| Q4 24 | $16.2B | $1.4B | ||
| Q3 24 | $16.9B | $1.4B | ||
| Q2 24 | $16.5B | $1.1B | ||
| Q1 24 | $16.7B | $1.0B |
负债/权益比AMCRCSW
| Q4 25 | 1.26× | — | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 1.18× | — | ||
| Q1 25 | 2.24× | 0.75× | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 1.83× | — | ||
| Q2 24 | 1.70× | — | ||
| Q1 24 | 1.79× | 0.27× |
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 | $28.9M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $22.7M |
| 自由现金流率自由现金流/营收 | 5.2% | 9.8% |
| 资本支出强度资本支出/营收 | 4.1% | 2.6% |
| 现金转化率经营现金流/净利润 | 2.84× | 2.81× |
| 过去12个月自由现金流最近4个季度 | $805.0M | $162.0M |
8季度趋势，按日历期对齐
经营现金流AMCRCSW
| Q4 25 | $503.0M | $28.9M | ||
| Q3 25 | $-133.0M | $61.8M | ||
| Q2 25 | $1.1B | $60.6M | ||
| Q1 25 | $117.0M | $27.3M | ||
| Q4 24 | $428.0M | $11.6M | ||
| Q3 24 | $-269.0M | $66.8M | ||
| Q2 24 | $943.0M | $62.7M | ||
| Q1 24 | $150.0M | $22.4M |
自由现金流AMCRCSW
| Q4 25 | $282.0M | $22.7M | ||
| Q3 25 | $-371.0M | $58.7M | ||
| Q2 25 | $894.0M | $57.7M | ||
| Q1 25 | $0 | $22.8M | ||
| Q4 24 | $330.0M | $8.5M | ||
| Q3 24 | $-414.0M | $61.3M | ||
| Q2 24 | $809.0M | $59.6M | ||
| Q1 24 | $37.0M | $17.5M |
自由现金流率AMCRCSW
| Q4 25 | 5.2% | 9.8% | ||
| Q3 25 | -6.5% | 21.2% | ||
| Q2 25 | 17.6% | 21.9% | ||
| Q1 25 | 0.0% | 9.9% | ||
| Q4 24 | 10.2% | 4.4% | ||
| Q3 24 | -12.3% | 26.9% | ||
| Q2 24 | 22.9% | 26.3% | ||
| Q1 24 | 1.1% | 8.3% |
资本支出强度AMCRCSW
| Q4 25 | 4.1% | 2.6% | ||
| Q3 25 | 4.1% | 1.1% | ||
| Q2 25 | 4.3% | 1.1% | ||
| Q1 25 | 3.5% | 2.0% | ||
| Q4 24 | 3.0% | 1.6% | ||
| Q3 24 | 4.3% | 2.4% | ||
| Q2 24 | 3.8% | 1.4% | ||
| Q1 24 | 3.3% | 2.3% |
现金转化率AMCRCSW
| Q4 25 | 2.84× | 2.81× | ||
| Q3 25 | -0.51× | 1.52× | ||
| Q2 25 | — | 1.48× | ||
| Q1 25 | 0.60× | 0.78× | ||
| Q4 24 | 2.63× | 0.43× | ||
| Q3 24 | -1.41× | 1.85× | ||
| Q2 24 | 3.67× | 1.62× | ||
| Q1 24 | 0.80× | 0.71× |
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% |
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
