vs
安姆科(AMCR)与GRAPHIC PACKAGING HOLDING CO(GPK)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GRAPHIC PACKAGING HOLDING CO的2.6倍($5.4B vs $2.1B)。GRAPHIC PACKAGING HOLDING CO净利率更高(3.4% vs 3.2%,领先0.1%)。安姆科同比增速更快(68.1% vs 0.2%)。过去两年安姆科的营收复合增速更高(26.4% vs -3.5%)
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。
Graphic Packaging Holding是总部位于美国佐治亚州亚特兰大的世界500强企业,专注于设计和生产商用产品包装解决方案,主营纸板及折叠纸盒业务,产品广泛应用于饮料、包装食品等各类热门消费品领域,在美国多州运营采用回收原料的纸板工厂。
AMCR vs GPK — 直观对比
营收规模更大
AMCR
是对方的2.6倍
$2.1B
营收增速更快
AMCR
高出67.9%
0.2%
净利率更高
GPK
高出0.1%
3.2%
两年增速更快
AMCR
近两年复合增速
-3.5%
损益表 — Q2 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $5.4B | $2.1B |
| 净利润 | $177.0M | $71.0M |
| 毛利率 | 19.1% | 14.1% |
| 营业利润率 | 6.1% | 7.4% |
| 净利率 | 3.2% | 3.4% |
| 营收同比 | 68.1% | 0.2% |
| 净利润同比 | 8.6% | -48.6% |
| 每股收益(稀释后) | $0.38 | $0.24 |
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
AMCR
GPK
| Q4 25 | $5.4B | $2.1B | ||
| Q3 25 | $5.7B | $2.2B | ||
| Q2 25 | $5.1B | $2.2B | ||
| Q1 25 | $3.3B | $2.1B | ||
| Q4 24 | $3.2B | $2.1B | ||
| Q3 24 | $3.4B | $2.2B | ||
| Q2 24 | $3.5B | $2.2B | ||
| Q1 24 | $3.4B | $2.3B |
净利润
AMCR
GPK
| Q4 25 | $177.0M | $71.0M | ||
| Q3 25 | $262.0M | $142.0M | ||
| Q2 25 | $-39.0M | $104.0M | ||
| Q1 25 | $196.0M | $127.0M | ||
| Q4 24 | $163.0M | $138.0M | ||
| Q3 24 | $191.0M | $165.0M | ||
| Q2 24 | $257.0M | $190.0M | ||
| Q1 24 | $187.0M | $165.0M |
毛利率
AMCR
GPK
| Q4 25 | 19.1% | 14.1% | ||
| Q3 25 | 19.6% | 19.6% | ||
| Q2 25 | 17.6% | 18.7% | ||
| Q1 25 | 19.6% | 20.6% | ||
| Q4 24 | 19.3% | 21.4% | ||
| Q3 24 | 19.7% | 22.3% | ||
| Q2 24 | 21.3% | 21.2% | ||
| Q1 24 | 20.3% | 23.0% |
营业利润率
AMCR
GPK
| Q4 25 | 6.1% | 7.4% | ||
| Q3 25 | 8.0% | 10.7% | ||
| Q2 25 | 1.7% | 8.8% | ||
| Q1 25 | 9.4% | 10.5% | ||
| Q4 24 | 9.2% | 11.4% | ||
| Q3 24 | 9.3% | 12.6% | ||
| Q2 24 | 11.2% | 14.5% | ||
| Q1 24 | 9.0% | 12.4% |
净利率
AMCR
GPK
| Q4 25 | 3.2% | 3.4% | ||
| Q3 25 | 4.6% | 6.5% | ||
| Q2 25 | -0.8% | 4.7% | ||
| Q1 25 | 5.9% | 6.0% | ||
| Q4 24 | 5.0% | 6.6% | ||
| Q3 24 | 5.7% | 7.5% | ||
| Q2 24 | 7.3% | 8.5% | ||
| Q1 24 | 5.5% | 7.3% |
每股收益(稀释后)
AMCR
GPK
| Q4 25 | $0.38 | $0.24 | ||
| Q3 25 | $0.11 | $0.48 | ||
| Q2 25 | $-0.06 | $0.34 | ||
| Q1 25 | $0.14 | $0.42 | ||
| Q4 24 | $0.11 | $0.46 | ||
| Q3 24 | $0.13 | $0.55 | ||
| Q2 24 | $0.18 | $0.62 | ||
| Q1 24 | $0.13 | $0.53 |
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 | $261.0M |
| 总债务越低越好 | $14.6B | $5.0B |
| 股东权益账面价值 | $11.6B | $3.3B |
| 总资产 | $37.0B | $11.8B |
| 负债/权益比越低杠杆越低 | 1.26× | 1.51× |
8季度趋势,按日历期对齐
现金及短期投资
AMCR
GPK
| Q4 25 | $1.1B | $261.0M | ||
| Q3 25 | $825.0M | $120.0M | ||
| Q2 25 | $827.0M | $120.0M | ||
| Q1 25 | $2.0B | $129.0M | ||
| Q4 24 | $445.0M | $157.0M | ||
| Q3 24 | $432.0M | $126.0M | ||
| Q2 24 | $588.0M | $125.0M | ||
| Q1 24 | $457.0M | $136.0M |
总债务
AMCR
GPK
| Q4 25 | $14.6B | $5.0B | ||
| Q3 25 | $12.8B | $5.5B | ||
| Q2 25 | $13.8B | $5.4B | ||
| Q1 25 | $8.6B | $5.7B | ||
| Q4 24 | $6.8B | $5.1B | ||
| Q3 24 | $7.2B | $5.4B | ||
| Q2 24 | $6.6B | $4.9B | ||
| Q1 24 | $7.1B | $4.9B |
股东权益
AMCR
GPK
| Q4 25 | $11.6B | $3.3B | ||
| Q3 25 | $11.7B | $3.3B | ||
| Q2 25 | $11.7B | $3.2B | ||
| Q1 25 | $3.9B | $3.2B | ||
| Q4 24 | $3.8B | $3.0B | ||
| Q3 24 | $3.9B | $3.0B | ||
| Q2 24 | $3.9B | $2.8B | ||
| Q1 24 | $3.9B | $2.9B |
总资产
AMCR
GPK
| Q4 25 | $37.0B | $11.8B | ||
| Q3 25 | $37.1B | $11.9B | ||
| Q2 25 | $37.1B | $11.8B | ||
| Q1 25 | $18.0B | $11.5B | ||
| Q4 24 | $16.2B | $11.1B | ||
| Q3 24 | $16.9B | $11.2B | ||
| Q2 24 | $16.5B | $10.8B | ||
| Q1 24 | $16.7B | $11.3B |
负债/权益比
AMCR
GPK
| Q4 25 | 1.26× | 1.51× | ||
| Q3 25 | 1.09× | 1.67× | ||
| Q2 25 | 1.18× | 1.68× | ||
| Q1 25 | 2.24× | 1.80× | ||
| Q4 24 | 1.81× | 1.71× | ||
| Q3 24 | 1.83× | 1.79× | ||
| Q2 24 | 1.70× | 1.75× | ||
| Q1 24 | 1.79× | 1.73× |
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 | $521.0M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | — |
| 自由现金流率自由现金流/营收 | 5.2% | — |
| 资本支出强度资本支出/营收 | 4.1% | — |
| 现金转化率经营现金流/净利润 | 2.84× | 7.34× |
| 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
AMCR
GPK
| Q4 25 | $503.0M | $521.0M | ||
| Q3 25 | $-133.0M | $227.0M | ||
| Q2 25 | $1.1B | $267.0M | ||
| Q1 25 | $117.0M | $-174.0M | ||
| Q4 24 | $428.0M | $489.0M | ||
| Q3 24 | $-269.0M | $187.0M | ||
| Q2 24 | $943.0M | $161.0M | ||
| Q1 24 | $150.0M | $3.0M |
自由现金流
AMCR
GPK
| Q4 25 | $282.0M | — | ||
| Q3 25 | $-371.0M | — | ||
| Q2 25 | $894.0M | — | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $330.0M | — | ||
| Q3 24 | $-414.0M | — | ||
| Q2 24 | $809.0M | — | ||
| Q1 24 | $37.0M | — |
自由现金流率
AMCR
GPK
| Q4 25 | 5.2% | — | ||
| Q3 25 | -6.5% | — | ||
| Q2 25 | 17.6% | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 10.2% | — | ||
| Q3 24 | -12.3% | — | ||
| Q2 24 | 22.9% | — | ||
| Q1 24 | 1.1% | — |
资本支出强度
AMCR
GPK
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.1% | — | ||
| Q2 25 | 4.3% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.3% | — | ||
| Q2 24 | 3.8% | — | ||
| Q1 24 | 3.3% | — |
现金转化率
AMCR
GPK
| Q4 25 | 2.84× | 7.34× | ||
| Q3 25 | -0.51× | 1.60× | ||
| Q2 25 | — | 2.57× | ||
| Q1 25 | 0.60× | -1.37× | ||
| Q4 24 | 2.63× | 3.54× | ||
| Q3 24 | -1.41× | 1.13× | ||
| Q2 24 | 3.67× | 0.85× | ||
| Q1 24 | 0.80× | 0.02× |
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% |
GPK
暂无分部数据