vs
安姆科（AMCR）与CAVCO INDUSTRIES, INC.（CVCO）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CAVCO INDUSTRIES, INC.的9.4倍（$5.4B vs $581.0M）。CAVCO INDUSTRIES, INC.净利率更高（7.6% vs 3.2%，领先4.3%）。安姆科同比增速更快（68.1% vs 11.3%）。安姆科自由现金流更多（$282.0M vs $57.6M）。过去两年安姆科的营收复合增速更高（26.4% vs 17.6%）
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。
Cavco工业是总部位于美国亚利桑那州凤凰城的制造企业，主营模块化住宅、休闲房车、度假木屋及预制房屋产品，在美国各地布局有完善的制造工厂与零售门店网络，可满足多元居住及休闲场景的使用需求。
AMCR vs CVCO — 直观对比
营收规模更大
AMCR
是对方的9.4倍
$581.0M
营收增速更快
AMCR
高出56.8%
11.3%
净利率更高
CVCO
高出4.3%
3.2%
自由现金流更多
AMCR
多$224.4M
$57.6M
两年增速更快
AMCR
近两年复合增速
17.6%
损益表 — Q2 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $581.0M |
| 净利润 | $177.0M | $44.1M |
| 毛利率 | 19.1% | 23.4% |
| 营业利润率 | 6.1% | 9.4% |
| 净利率 | 3.2% | 7.6% |
| 营收同比 | 68.1% | 11.3% |
| 净利润同比 | 8.6% | -22.0% |
| 每股收益（稀释后） | $0.38 | $5.58 |
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AMCRCVCO
| Q4 25 | $5.4B | $581.0M | ||
| Q3 25 | $5.7B | $556.5M | ||
| Q2 25 | $5.1B | $556.9M | ||
| Q1 25 | $3.3B | $508.4M | ||
| Q4 24 | $3.2B | $522.0M | ||
| Q3 24 | $3.4B | $507.5M | ||
| Q2 24 | $3.5B | $477.6M | ||
| Q1 24 | $3.4B | $420.1M |
净利润AMCRCVCO
| Q4 25 | $177.0M | $44.1M | ||
| Q3 25 | $262.0M | $52.4M | ||
| Q2 25 | $-39.0M | $51.6M | ||
| Q1 25 | $196.0M | $36.3M | ||
| Q4 24 | $163.0M | $56.5M | ||
| Q3 24 | $191.0M | $43.8M | ||
| Q2 24 | $257.0M | $34.4M | ||
| Q1 24 | $187.0M | $33.9M |
毛利率AMCRCVCO
| Q4 25 | 19.1% | 23.4% | ||
| Q3 25 | 19.6% | 24.2% | ||
| Q2 25 | 17.6% | 23.3% | ||
| Q1 25 | 19.6% | 22.8% | ||
| Q4 24 | 19.3% | 24.9% | ||
| Q3 24 | 19.7% | 22.9% | ||
| Q2 24 | 21.3% | 21.7% | ||
| Q1 24 | 20.3% | 23.6% |
营业利润率AMCRCVCO
| Q4 25 | 6.1% | 9.4% | ||
| Q3 25 | 8.0% | 11.2% | ||
| Q2 25 | 1.7% | 10.8% | ||
| Q1 25 | 9.4% | 7.6% | ||
| Q4 24 | 9.2% | 12.3% | ||
| Q3 24 | 9.3% | 9.7% | ||
| Q2 24 | 11.2% | 8.1% | ||
| Q1 24 | 9.0% | 8.9% |
净利率AMCRCVCO
| Q4 25 | 3.2% | 7.6% | ||
| Q3 25 | 4.6% | 9.4% | ||
| Q2 25 | -0.8% | 9.3% | ||
| Q1 25 | 5.9% | 7.1% | ||
| Q4 24 | 5.0% | 10.8% | ||
| Q3 24 | 5.7% | 8.6% | ||
| Q2 24 | 7.3% | 7.2% | ||
| Q1 24 | 5.5% | 8.1% |
每股收益（稀释后）AMCRCVCO
| Q4 25 | $0.38 | $5.58 | ||
| Q3 25 | $0.11 | $6.55 | ||
| Q2 25 | $-0.06 | $6.42 | ||
| Q1 25 | $0.14 | $4.42 | ||
| Q4 24 | $0.11 | $6.90 | ||
| Q3 24 | $0.13 | $5.28 | ||
| Q2 24 | $0.18 | $4.11 | ||
| Q1 24 | $0.13 | $4.05 |
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 | $241.9M |
| 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 | $1.5B |
| 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AMCRCVCO
| Q4 25 | $1.1B | $241.9M | ||
| Q3 25 | $825.0M | $391.8M | ||
| Q2 25 | $827.0M | $362.4M | ||
| Q1 25 | $2.0B | $376.1M | ||
| Q4 24 | $445.0M | $378.9M | ||
| Q3 24 | $432.0M | $388.7M | ||
| Q2 24 | $588.0M | $380.0M | ||
| Q1 24 | $457.0M | $371.0M |
总债务AMCRCVCO
| 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AMCRCVCO
| 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 | $1.1B | ||
| Q3 24 | $3.9B | $1.0B | ||
| Q2 24 | $3.9B | $1.0B | ||
| Q1 24 | $3.9B | $1.0B |
总资产AMCRCVCO
| Q4 25 | $37.0B | $1.5B | ||
| Q3 25 | $37.1B | $1.4B | ||
| Q2 25 | $37.1B | $1.4B | ||
| Q1 25 | $18.0B | $1.4B | ||
| Q4 24 | $16.2B | $1.4B | ||
| Q3 24 | $16.9B | $1.4B | ||
| Q2 24 | $16.5B | $1.4B | ||
| Q1 24 | $16.7B | $1.4B |
负债/权益比AMCRCVCO
| 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 | $66.1M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $57.6M |
| 自由现金流率自由现金流/营收 | 5.2% | 9.9% |
| 资本支出强度资本支出/营收 | 4.1% | 1.5% |
| 现金转化率经营现金流/净利润 | 2.84× | 1.50× |
| 过去12个月自由现金流最近4个季度 | $805.0M | $205.3M |
8季度趋势，按日历期对齐
经营现金流AMCRCVCO
| Q4 25 | $503.0M | $66.1M | ||
| Q3 25 | $-133.0M | $78.5M | ||
| Q2 25 | $1.1B | $55.5M | ||
| Q1 25 | $117.0M | $38.6M | ||
| Q4 24 | $428.0M | $37.8M | ||
| Q3 24 | $-269.0M | $54.7M | ||
| Q2 24 | $943.0M | $47.4M | ||
| Q1 24 | $150.0M | — |
自由现金流AMCRCVCO
| Q4 25 | $282.0M | $57.6M | ||
| Q3 25 | $-371.0M | $68.7M | ||
| Q2 25 | $894.0M | $46.4M | ||
| Q1 25 | $0 | $32.5M | ||
| Q4 24 | $330.0M | $32.3M | ||
| Q3 24 | $-414.0M | $49.8M | ||
| Q2 24 | $809.0M | $42.4M | ||
| Q1 24 | $37.0M | — |
自由现金流率AMCRCVCO
| Q4 25 | 5.2% | 9.9% | ||
| Q3 25 | -6.5% | 12.4% | ||
| Q2 25 | 17.6% | 8.3% | ||
| Q1 25 | 0.0% | 6.4% | ||
| Q4 24 | 10.2% | 6.2% | ||
| Q3 24 | -12.3% | 9.8% | ||
| Q2 24 | 22.9% | 8.9% | ||
| Q1 24 | 1.1% | — |
资本支出强度AMCRCVCO
| Q4 25 | 4.1% | 1.5% | ||
| Q3 25 | 4.1% | 1.7% | ||
| Q2 25 | 4.3% | 1.6% | ||
| Q1 25 | 3.5% | 1.2% | ||
| Q4 24 | 3.0% | 1.0% | ||
| Q3 24 | 4.3% | 1.0% | ||
| Q2 24 | 3.8% | 1.0% | ||
| Q1 24 | 3.3% | — |
现金转化率AMCRCVCO
| Q4 25 | 2.84× | 1.50× | ||
| Q3 25 | -0.51× | 1.50× | ||
| Q2 25 | — | 1.08× | ||
| Q1 25 | 0.60× | 1.06× | ||
| Q4 24 | 2.63× | 0.67× | ||
| Q3 24 | -1.41× | 1.25× | ||
| Q2 24 | 3.67× | 1.38× | ||
| Q1 24 | 0.80× | — |
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% |
CVCO
| Manufactured Product Other | $532.5M | 92% |
| Other | $26.0M | 4% |
| Financial Service Other | $20.5M | 4% |
| Insurance Agency Commissions | $2.0M | 0% |
