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安姆科（AMCR）与FRIEDMAN INDUSTRIES INC（FRD）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FRIEDMAN INDUSTRIES INC的32.4倍（$5.4B vs $168.0M）。安姆科净利率更高（3.2% vs 1.8%，领先1.4%）。FRIEDMAN INDUSTRIES INC同比增速更快（78.6% vs 68.1%）。安姆科自由现金流更多（$282.0M vs $-6.3M）。过去两年FRIEDMAN INDUSTRIES INC的营收复合增速更高（33.6% vs 26.4%）
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。
赫尔曼与弗里德曼（H&F）是一家美国私募股权公司，由沃伦·赫尔曼与塔利·弗里德曼于1984年创立，主要通过杠杆收购及成长资本开展投资业务，核心投资方向覆盖传媒、金融服务、专业服务与信息服务等多个领域。
AMCR vs FRD — 直观对比
营收规模更大
AMCR
是对方的32.4倍
$168.0M
营收增速更快
FRD
高出10.4%
68.1%
净利率更高
AMCR
高出1.4%
1.8%
自由现金流更多
AMCR
多$288.3M
$-6.3M
两年增速更快
FRD
近两年复合增速
26.4%
损益表 — Q2 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $168.0M |
| 净利润 | $177.0M | $3.0M |
| 毛利率 | 19.1% | 2.3% |
| 营业利润率 | 6.1% | 2.3% |
| 净利率 | 3.2% | 1.8% |
| 营收同比 | 68.1% | 78.6% |
| 净利润同比 | 8.6% | 364.1% |
| 每股收益（稀释后） | $0.38 | $0.43 |
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AMCRFRD
| Q4 25 | $5.4B | $168.0M | ||
| Q3 25 | $5.7B | $152.4M | ||
| Q2 25 | $5.1B | $134.8M | ||
| Q1 25 | $3.3B | — | ||
| Q4 24 | $3.2B | $94.1M | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $3.5B | $114.6M | ||
| Q1 24 | $3.4B | — |
净利润AMCRFRD
| Q4 25 | $177.0M | $3.0M | ||
| Q3 25 | $262.0M | $2.2M | ||
| Q2 25 | $-39.0M | $5.0M | ||
| Q1 25 | $196.0M | — | ||
| Q4 24 | $163.0M | $-1.2M | ||
| Q3 24 | $191.0M | — | ||
| Q2 24 | $257.0M | $2.6M | ||
| Q1 24 | $187.0M | — |
毛利率AMCRFRD
| Q4 25 | 19.1% | 2.3% | ||
| Q3 25 | 19.6% | 1.9% | ||
| Q2 25 | 17.6% | 5.2% | ||
| Q1 25 | 19.6% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 19.7% | — | ||
| Q2 24 | 21.3% | -1.2% | ||
| Q1 24 | 20.3% | — |
营业利润率AMCRFRD
| Q4 25 | 6.1% | 2.3% | ||
| Q3 25 | 8.0% | 1.9% | ||
| Q2 25 | 1.7% | 5.2% | ||
| Q1 25 | 9.4% | — | ||
| Q4 24 | 9.2% | -1.3% | ||
| Q3 24 | 9.3% | — | ||
| Q2 24 | 11.2% | -1.2% | ||
| Q1 24 | 9.0% | — |
净利率AMCRFRD
| Q4 25 | 3.2% | 1.8% | ||
| Q3 25 | 4.6% | 1.5% | ||
| Q2 25 | -0.8% | 3.7% | ||
| Q1 25 | 5.9% | — | ||
| Q4 24 | 5.0% | -1.2% | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | 7.3% | 2.2% | ||
| Q1 24 | 5.5% | — |
每股收益（稀释后）AMCRFRD
| Q4 25 | $0.38 | $0.43 | ||
| Q3 25 | $0.11 | $0.32 | ||
| Q2 25 | $-0.06 | $0.71 | ||
| Q1 25 | $0.14 | — | ||
| Q4 24 | $0.11 | $-0.17 | ||
| Q3 24 | $0.13 | — | ||
| Q2 24 | $0.18 | $0.37 | ||
| Q1 24 | $0.13 | — |
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 | $3.0M |
| 总债务越低越好 | $14.6B | — |
| 股东权益账面价值 | $11.6B | $142.2M |
| 总资产 | $37.0B | $311.9M |
| 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AMCRFRD
| Q4 25 | $1.1B | $3.0M | ||
| Q3 25 | $825.0M | $4.6M | ||
| Q2 25 | $827.0M | $2.1M | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $445.0M | $1.1M | ||
| Q3 24 | $432.0M | — | ||
| Q2 24 | $588.0M | $4.1M | ||
| Q1 24 | $457.0M | — |
总债务AMCRFRD
| 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AMCRFRD
| Q4 25 | $11.6B | $142.2M | ||
| Q3 25 | $11.7B | $139.3M | ||
| Q2 25 | $11.7B | $137.3M | ||
| Q1 25 | $3.9B | — | ||
| Q4 24 | $3.8B | $127.3M | ||
| Q3 24 | $3.9B | — | ||
| Q2 24 | $3.9B | $129.7M | ||
| Q1 24 | $3.9B | — |
总资产AMCRFRD
| Q4 25 | $37.0B | $311.9M | ||
| Q3 25 | $37.1B | $311.3M | ||
| Q2 25 | $37.1B | $219.1M | ||
| Q1 25 | $18.0B | — | ||
| Q4 24 | $16.2B | $210.3M | ||
| Q3 24 | $16.9B | — | ||
| Q2 24 | $16.5B | $222.8M | ||
| Q1 24 | $16.7B | — |
负债/权益比AMCRFRD
| 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 | $-4.7M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $-6.3M |
| 自由现金流率自由现金流/营收 | 5.2% | -3.8% |
| 资本支出强度资本支出/营收 | 4.1% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.84× | -1.56× |
| 过去12个月自由现金流最近4个季度 | $805.0M | — |
8季度趋势，按日历期对齐
经营现金流AMCRFRD
| Q4 25 | $503.0M | — | ||
| Q3 25 | $-133.0M | — | ||
| Q2 25 | $1.1B | $15.5M | ||
| Q1 25 | $117.0M | — | ||
| Q4 24 | $428.0M | — | ||
| Q3 24 | $-269.0M | — | ||
| Q2 24 | $943.0M | $-6.1M | ||
| Q1 24 | $150.0M | — |
自由现金流AMCRFRD
| Q4 25 | $282.0M | — | ||
| Q3 25 | $-371.0M | — | ||
| Q2 25 | $894.0M | $13.7M | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $330.0M | — | ||
| Q3 24 | $-414.0M | — | ||
| Q2 24 | $809.0M | $-7.1M | ||
| Q1 24 | $37.0M | — |
自由现金流率AMCRFRD
| Q4 25 | 5.2% | — | ||
| Q3 25 | -6.5% | — | ||
| Q2 25 | 17.6% | 10.2% | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 10.2% | — | ||
| Q3 24 | -12.3% | — | ||
| Q2 24 | 22.9% | -6.2% | ||
| Q1 24 | 1.1% | — |
资本支出强度AMCRFRD
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.1% | — | ||
| Q2 25 | 4.3% | 1.3% | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.3% | — | ||
| Q2 24 | 3.8% | 0.9% | ||
| Q1 24 | 3.3% | — |
现金转化率AMCRFRD
| Q4 25 | 2.84× | — | ||
| Q3 25 | -0.51× | — | ||
| Q2 25 | — | 3.08× | ||
| Q1 25 | 0.60× | — | ||
| Q4 24 | 2.63× | — | ||
| Q3 24 | -1.41× | — | ||
| Q2 24 | 3.67× | -2.36× | ||
| 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% |
FRD
| Prime Coil | $152.0M | 90% |
| Manufactured Pipe | $14.9M | 9% |
| Customer Owned | $1.1M | 1% |
