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安姆科（AMCR）与DoorDash（DASH）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DoorDash的1.4倍（$5.4B vs $4.0B），DoorDash净利率更高（5.4% vs 3.2%，领先2.1%），安姆科同比增速更快（68.1% vs 37.7%），DoorDash自由现金流更多（$367.0M vs $282.0M），过去两年安姆科的营收复合增速更高（26.4% vs 25.5%）
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。
DoorDash是美国头部在线订餐及配送平台，也是美国规模最大的外卖配送服务商，占据当地外卖配送市场56%的份额，便民配送品类市场占比更是高达60%。截至2020年12月31日，平台合作商户超45万家，服务消费者超2000万，注册配送员数量突破100万。
AMCR vs DASH — 直观对比
营收规模更大
AMCR
是对方的1.4倍
$4.0B
营收增速更快
AMCR
高出30.5%
37.7%
净利率更高
DASH
高出2.1%
3.2%
自由现金流更多
DASH
多$85.0M
$282.0M
两年增速更快
AMCR
近两年复合增速
25.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $4.0B |
| 净利润 | $177.0M | $213.0M |
| 毛利率 | 19.1% | — |
| 营业利润率 | 6.1% | 3.7% |
| 净利率 | 3.2% | 5.4% |
| 营收同比 | 68.1% | 37.7% |
| 净利润同比 | 8.6% | 51.1% |
| 每股收益（稀释后） | $0.38 | $0.49 |
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AMCRDASH
| Q4 25 | $5.4B | $4.0B | ||
| Q3 25 | $5.7B | $3.4B | ||
| Q2 25 | $5.1B | $3.3B | ||
| Q1 25 | $3.3B | $3.0B | ||
| Q4 24 | $3.2B | $2.9B | ||
| Q3 24 | $3.4B | $2.7B | ||
| Q2 24 | $3.5B | $2.6B | ||
| Q1 24 | $3.4B | $2.5B |
净利润AMCRDASH
| Q4 25 | $177.0M | $213.0M | ||
| Q3 25 | $262.0M | $244.0M | ||
| Q2 25 | $-39.0M | $285.0M | ||
| Q1 25 | $196.0M | $193.0M | ||
| Q4 24 | $163.0M | $141.0M | ||
| Q3 24 | $191.0M | $162.0M | ||
| Q2 24 | $257.0M | $-157.0M | ||
| Q1 24 | $187.0M | $-23.0M |
毛利率AMCRDASH
| Q4 25 | 19.1% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 17.6% | — | ||
| Q1 25 | 19.6% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 19.7% | — | ||
| Q2 24 | 21.3% | — | ||
| Q1 24 | 20.3% | — |
营业利润率AMCRDASH
| Q4 25 | 6.1% | 3.7% | ||
| Q3 25 | 8.0% | 7.5% | ||
| Q2 25 | 1.7% | 5.0% | ||
| Q1 25 | 9.4% | 5.1% | ||
| Q4 24 | 9.2% | 4.1% | ||
| Q3 24 | 9.3% | 4.0% | ||
| Q2 24 | 11.2% | -7.6% | ||
| Q1 24 | 9.0% | -2.4% |
净利率AMCRDASH
| Q4 25 | 3.2% | 5.4% | ||
| Q3 25 | 4.6% | 7.1% | ||
| Q2 25 | -0.8% | 8.7% | ||
| Q1 25 | 5.9% | 6.4% | ||
| Q4 24 | 5.0% | 4.9% | ||
| Q3 24 | 5.7% | 6.0% | ||
| Q2 24 | 7.3% | -6.0% | ||
| Q1 24 | 5.5% | -0.9% |
每股收益（稀释后）AMCRDASH
| Q4 25 | $0.38 | $0.49 | ||
| Q3 25 | $0.11 | $0.55 | ||
| Q2 25 | $-0.06 | $0.65 | ||
| Q1 25 | $0.14 | $0.44 | ||
| Q4 24 | $0.11 | $0.35 | ||
| Q3 24 | $0.13 | $0.38 | ||
| Q2 24 | $0.18 | $-0.38 | ||
| Q1 24 | $0.13 | $-0.06 |
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 | $4.4B |
| 总债务越低越好 | $14.6B | — |
| 股东权益账面价值 | $11.6B | $10.0B |
| 总资产 | $37.0B | $19.7B |
| 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AMCRDASH
| Q4 25 | $1.1B | $4.4B | ||
| Q3 25 | $825.0M | $3.3B | ||
| Q2 25 | $827.0M | $3.9B | ||
| Q1 25 | $2.0B | $4.5B | ||
| Q4 24 | $445.0M | $4.0B | ||
| Q3 24 | $432.0M | $3.7B | ||
| Q2 24 | $588.0M | $3.4B | ||
| Q1 24 | $457.0M | $3.1B |
总债务AMCRDASH
| 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AMCRDASH
| Q4 25 | $11.6B | $10.0B | ||
| Q3 25 | $11.7B | $9.5B | ||
| Q2 25 | $11.7B | $8.9B | ||
| Q1 25 | $3.9B | $8.4B | ||
| Q4 24 | $3.8B | $7.8B | ||
| Q3 24 | $3.9B | $7.6B | ||
| Q2 24 | $3.9B | $7.2B | ||
| Q1 24 | $3.9B | $7.0B |
总资产AMCRDASH
| Q4 25 | $37.0B | $19.7B | ||
| Q3 25 | $37.1B | $18.0B | ||
| Q2 25 | $37.1B | $16.9B | ||
| Q1 25 | $18.0B | $13.6B | ||
| Q4 24 | $16.2B | $12.8B | ||
| Q3 24 | $16.9B | $12.3B | ||
| Q2 24 | $16.5B | $11.8B | ||
| Q1 24 | $16.7B | $11.4B |
负债/权益比AMCRDASH
| 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 | $421.0M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $367.0M |
| 自由现金流率自由现金流/营收 | 5.2% | 9.3% |
| 资本支出强度资本支出/营收 | 4.1% | 1.4% |
| 现金转化率经营现金流/净利润 | 2.84× | 1.98× |
| 过去12个月自由现金流最近4个季度 | $805.0M | $2.2B |
8季度趋势，按日历期对齐
经营现金流AMCRDASH
| Q4 25 | $503.0M | $421.0M | ||
| Q3 25 | $-133.0M | $871.0M | ||
| Q2 25 | $1.1B | $504.0M | ||
| Q1 25 | $117.0M | $635.0M | ||
| Q4 24 | $428.0M | $518.0M | ||
| Q3 24 | $-269.0M | $531.0M | ||
| Q2 24 | $943.0M | $530.0M | ||
| Q1 24 | $150.0M | $553.0M |
自由现金流AMCRDASH
| Q4 25 | $282.0M | $367.0M | ||
| Q3 25 | $-371.0M | $808.0M | ||
| Q2 25 | $894.0M | $438.0M | ||
| Q1 25 | $0 | $561.0M | ||
| Q4 24 | $330.0M | $486.0M | ||
| Q3 24 | $-414.0M | $499.0M | ||
| Q2 24 | $809.0M | $507.0M | ||
| Q1 24 | $37.0M | $536.0M |
自由现金流率AMCRDASH
| Q4 25 | 5.2% | 9.3% | ||
| Q3 25 | -6.5% | 23.4% | ||
| Q2 25 | 17.6% | 13.3% | ||
| Q1 25 | 0.0% | 18.5% | ||
| Q4 24 | 10.2% | 16.9% | ||
| Q3 24 | -12.3% | 18.4% | ||
| Q2 24 | 22.9% | 19.3% | ||
| Q1 24 | 1.1% | 21.3% |
资本支出强度AMCRDASH
| Q4 25 | 4.1% | 1.4% | ||
| Q3 25 | 4.1% | 1.8% | ||
| Q2 25 | 4.3% | 2.0% | ||
| Q1 25 | 3.5% | 2.4% | ||
| Q4 24 | 3.0% | 1.1% | ||
| Q3 24 | 4.3% | 1.2% | ||
| Q2 24 | 3.8% | 0.9% | ||
| Q1 24 | 3.3% | 0.7% |
现金转化率AMCRDASH
| Q4 25 | 2.84× | 1.98× | ||
| Q3 25 | -0.51× | 3.57× | ||
| Q2 25 | — | 1.77× | ||
| Q1 25 | 0.60× | 3.29× | ||
| Q4 24 | 2.63× | 3.67× | ||
| Q3 24 | -1.41× | 3.28× | ||
| Q2 24 | 3.67× | — | ||
| 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% |
DASH
暂无分部数据
