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安姆科（AMCR）与赫氏（HXL）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赫氏的10.9倍（$5.4B vs $501.5M）。赫氏净利率更高（7.4% vs 3.2%，领先4.2%）。安姆科同比增速更快（68.1% vs 9.9%）。过去两年安姆科的营收复合增速更高（26.4% vs 0.1%）
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。
赫氏是总部位于美国康涅狄格州斯坦福德的上市工业材料企业，专注于结构材料的研发与生产，由加州增强塑料公司、汽巴复合材料业务、赫克力士复合材料产品部门合并组建。其产品覆盖商用、军工、休闲等市场，广泛应用于军民飞机、航天运载火箭、卫星、风电叶片、运动器材等领域。
AMCR vs HXL — 直观对比
营收规模更大
AMCR
是对方的10.9倍
$501.5M
营收增速更快
AMCR
高出58.3%
9.9%
净利率更高
HXL
高出4.2%
3.2%
两年增速更快
AMCR
近两年复合增速
0.1%
损益表 — Q2 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $501.5M |
| 净利润 | $177.0M | $37.2M |
| 毛利率 | 19.1% | 26.9% |
| 营业利润率 | 6.1% | 11.5% |
| 净利率 | 3.2% | 7.4% |
| 营收同比 | 68.1% | 9.9% |
| 净利润同比 | 8.6% | 29.6% |
| 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AMCRHXL
| Q1 26 | — | $501.5M | ||
| Q4 25 | $5.4B | $491.3M | ||
| Q3 25 | $5.7B | $456.2M | ||
| Q2 25 | $5.1B | $489.9M | ||
| Q1 25 | $3.3B | $456.5M | ||
| Q4 24 | $3.2B | $473.8M | ||
| Q3 24 | $3.4B | $456.5M | ||
| Q2 24 | $3.5B | $500.4M |
净利润AMCRHXL
| Q1 26 | — | $37.2M | ||
| Q4 25 | $177.0M | $46.4M | ||
| Q3 25 | $262.0M | $20.6M | ||
| Q2 25 | $-39.0M | $13.5M | ||
| Q1 25 | $196.0M | $28.9M | ||
| Q4 24 | $163.0M | $5.8M | ||
| Q3 24 | $191.0M | $39.8M | ||
| Q2 24 | $257.0M | $50.0M |
毛利率AMCRHXL
| Q1 26 | — | 26.9% | ||
| Q4 25 | 19.1% | 24.6% | ||
| Q3 25 | 19.6% | 21.9% | ||
| Q2 25 | 17.6% | 22.8% | ||
| Q1 25 | 19.6% | 22.4% | ||
| Q4 24 | 19.3% | 25.0% | ||
| Q3 24 | 19.7% | 23.3% | ||
| Q2 24 | 21.3% | 25.3% |
营业利润率AMCRHXL
| Q1 26 | — | 11.5% | ||
| Q4 25 | 6.1% | 12.5% | ||
| Q3 25 | 8.0% | 7.9% | ||
| Q2 25 | 1.7% | 6.1% | ||
| Q1 25 | 9.4% | 9.7% | ||
| Q4 24 | 9.2% | 1.9% | ||
| Q3 24 | 9.3% | 11.5% | ||
| Q2 24 | 11.2% | 14.3% |
净利率AMCRHXL
| Q1 26 | — | 7.4% | ||
| Q4 25 | 3.2% | 9.4% | ||
| Q3 25 | 4.6% | 4.5% | ||
| Q2 25 | -0.8% | 2.8% | ||
| Q1 25 | 5.9% | 6.3% | ||
| Q4 24 | 5.0% | 1.2% | ||
| Q3 24 | 5.7% | 8.7% | ||
| Q2 24 | 7.3% | 10.0% |
每股收益（稀释后）AMCRHXL
| Q1 26 | — | $0.49 | ||
| Q4 25 | $0.38 | — | ||
| Q3 25 | $0.11 | — | ||
| Q2 25 | $-0.06 | — | ||
| Q1 25 | $0.14 | — | ||
| Q4 24 | $0.11 | — | ||
| Q3 24 | $0.13 | — | ||
| Q2 24 | $0.18 | — |
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 | $54.1M |
| 总债务越低越好 | $14.6B | $998.1M |
| 股东权益账面价值 | $11.6B | $1.3B |
| 总资产 | $37.0B | $2.7B |
| 负债/权益比越低杠杆越低 | 1.26× | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资AMCRHXL
| Q1 26 | — | $54.1M | ||
| Q4 25 | $1.1B | $71.0M | ||
| Q3 25 | $825.0M | $90.5M | ||
| Q2 25 | $827.0M | $77.2M | ||
| Q1 25 | $2.0B | $89.2M | ||
| Q4 24 | $445.0M | $125.4M | ||
| Q3 24 | $432.0M | $98.2M | ||
| Q2 24 | $588.0M | $75.4M |
总债务AMCRHXL
| Q1 26 | — | $998.1M | ||
| 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 | — |
股东权益AMCRHXL
| Q1 26 | — | $1.3B | ||
| Q4 25 | $11.6B | $1.3B | ||
| Q3 25 | $11.7B | $1.6B | ||
| Q2 25 | $11.7B | $1.6B | ||
| Q1 25 | $3.9B | $1.5B | ||
| Q4 24 | $3.8B | $1.5B | ||
| Q3 24 | $3.9B | $1.6B | ||
| Q2 24 | $3.9B | $1.6B |
总资产AMCRHXL
| Q1 26 | — | $2.7B | ||
| Q4 25 | $37.0B | $2.7B | ||
| Q3 25 | $37.1B | $2.8B | ||
| Q2 25 | $37.1B | $2.8B | ||
| Q1 25 | $18.0B | $2.8B | ||
| Q4 24 | $16.2B | $2.7B | ||
| Q3 24 | $16.9B | $2.9B | ||
| Q2 24 | $16.5B | $2.8B |
负债/权益比AMCRHXL
| Q1 26 | — | 0.79× | ||
| 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× | — |
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 | — |
| 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% | 3.2% |
| 现金转化率经营现金流/净利润 | 2.84× | — |
| 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AMCRHXL
| Q1 26 | — | — | ||
| Q4 25 | $503.0M | $125.5M | ||
| Q3 25 | $-133.0M | $110.2M | ||
| Q2 25 | $1.1B | $23.3M | ||
| Q1 25 | $117.0M | $-28.5M | ||
| Q4 24 | $428.0M | $162.6M | ||
| Q3 24 | $-269.0M | $90.1M | ||
| Q2 24 | $943.0M | $44.2M |
自由现金流AMCRHXL
| Q1 26 | — | — | ||
| Q4 25 | $282.0M | $107.3M | ||
| Q3 25 | $-371.0M | $96.5M | ||
| Q2 25 | $894.0M | $8.0M | ||
| Q1 25 | $0 | $-54.6M | ||
| Q4 24 | $330.0M | $144.0M | ||
| Q3 24 | $-414.0M | $73.3M | ||
| Q2 24 | $809.0M | $21.3M |
自由现金流率AMCRHXL
| Q1 26 | — | — | ||
| Q4 25 | 5.2% | 21.8% | ||
| Q3 25 | -6.5% | 21.2% | ||
| Q2 25 | 17.6% | 1.6% | ||
| Q1 25 | 0.0% | -12.0% | ||
| Q4 24 | 10.2% | 30.4% | ||
| Q3 24 | -12.3% | 16.1% | ||
| Q2 24 | 22.9% | 4.3% |
资本支出强度AMCRHXL
| Q1 26 | — | 3.2% | ||
| Q4 25 | 4.1% | 3.7% | ||
| Q3 25 | 4.1% | 3.0% | ||
| Q2 25 | 4.3% | 3.1% | ||
| Q1 25 | 3.5% | 5.7% | ||
| Q4 24 | 3.0% | 3.9% | ||
| Q3 24 | 4.3% | 3.7% | ||
| Q2 24 | 3.8% | 4.6% |
现金转化率AMCRHXL
| Q1 26 | — | — | ||
| Q4 25 | 2.84× | 2.70× | ||
| Q3 25 | -0.51× | 5.35× | ||
| Q2 25 | — | 1.73× | ||
| Q1 25 | 0.60× | -0.99× | ||
| Q4 24 | 2.63× | 28.03× | ||
| Q3 24 | -1.41× | 2.26× | ||
| Q2 24 | 3.67× | 0.88× |
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% |
HXL
暂无分部数据
