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安姆科（AMCR）与JELD-WEN Holding, Inc.（JELD）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JELD-WEN Holding, Inc.的6.8倍（$5.4B vs $802.0M）。安姆科净利率更高（3.2% vs -5.2%，领先8.5%）。安姆科同比增速更快（68.1% vs -10.5%）。安姆科自由现金流更多（$282.0M vs $3.4M）。过去两年安姆科的营收复合增速更高（26.4% vs -8.6%）
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。
JELD-WEN是一家总部位于美国北卡罗来纳州夏洛特的企业，在全球19个国家运营着超过120家生产基地。公司主营设计、生产并销售室内外门窗、各类材质窗品、墙体系统、淋浴隔断、衣帽间系统等建筑部件，产品广泛应用于住宅与非住宅建筑的新建、维修及改造工程。
AMCR vs JELD — 直观对比
营收规模更大
AMCR
是对方的6.8倍
$802.0M
营收增速更快
AMCR
高出78.6%
-10.5%
净利率更高
AMCR
高出8.5%
-5.2%
自由现金流更多
AMCR
多$278.6M
$3.4M
两年增速更快
AMCR
近两年复合增速
-8.6%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $802.0M |
| 净利润 | $177.0M | $-41.9M |
| 毛利率 | 19.1% | 14.7% |
| 营业利润率 | 6.1% | -1.8% |
| 净利率 | 3.2% | -5.2% |
| 营收同比 | 68.1% | -10.5% |
| 净利润同比 | 8.6% | 38.7% |
| 每股收益（稀释后） | $0.38 | $-0.50 |
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AMCRJELD
| Q4 25 | $5.4B | $802.0M | ||
| Q3 25 | $5.7B | $809.5M | ||
| Q2 25 | $5.1B | $823.7M | ||
| Q1 25 | $3.3B | $776.0M | ||
| Q4 24 | $3.2B | $895.7M | ||
| Q3 24 | $3.4B | $934.7M | ||
| Q2 24 | $3.5B | $986.0M | ||
| Q1 24 | $3.4B | $959.1M |
净利润AMCRJELD
| Q4 25 | $177.0M | $-41.9M | ||
| Q3 25 | $262.0M | $-367.6M | ||
| Q2 25 | $-39.0M | $-21.5M | ||
| Q1 25 | $196.0M | $-190.1M | ||
| Q4 24 | $163.0M | $-68.4M | ||
| Q3 24 | $191.0M | $-74.4M | ||
| Q2 24 | $257.0M | $-18.5M | ||
| Q1 24 | $187.0M | $-27.7M |
毛利率AMCRJELD
| Q4 25 | 19.1% | 14.7% | ||
| Q3 25 | 19.6% | 17.4% | ||
| Q2 25 | 17.6% | 17.4% | ||
| Q1 25 | 19.6% | 14.4% | ||
| Q4 24 | 19.3% | 16.4% | ||
| Q3 24 | 19.7% | 19.2% | ||
| Q2 24 | 21.3% | 19.3% | ||
| Q1 24 | 20.3% | 18.0% |
营业利润率AMCRJELD
| Q4 25 | 6.1% | -1.8% | ||
| Q3 25 | 8.0% | -25.0% | ||
| Q2 25 | 1.7% | -1.7% | ||
| Q1 25 | 9.4% | -23.8% | ||
| Q4 24 | 9.2% | -5.7% | ||
| Q3 24 | 9.3% | -5.6% | ||
| Q2 24 | 11.2% | 0.5% | ||
| Q1 24 | 9.0% | -2.9% |
净利率AMCRJELD
| Q4 25 | 3.2% | -5.2% | ||
| Q3 25 | 4.6% | -45.4% | ||
| Q2 25 | -0.8% | -2.6% | ||
| Q1 25 | 5.9% | -24.5% | ||
| Q4 24 | 5.0% | -7.6% | ||
| Q3 24 | 5.7% | -8.0% | ||
| Q2 24 | 7.3% | -1.9% | ||
| Q1 24 | 5.5% | -2.9% |
每股收益（稀释后）AMCRJELD
| Q4 25 | $0.38 | $-0.50 | ||
| Q3 25 | $0.11 | $-4.30 | ||
| Q2 25 | $-0.06 | $-0.25 | ||
| Q1 25 | $0.14 | $-2.24 | ||
| Q4 24 | $0.11 | $-0.80 | ||
| Q3 24 | $0.13 | $-0.88 | ||
| Q2 24 | $0.18 | $-0.22 | ||
| Q1 24 | $0.13 | $-0.32 |
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 | $136.1M |
| 总债务越低越好 | $14.6B | $1.1B |
| 股东权益账面价值 | $11.6B | $92.2M |
| 总资产 | $37.0B | $2.1B |
| 负债/权益比越低杠杆越低 | 1.26× | 12.47× |
8季度趋势，按日历期对齐
现金及短期投资AMCRJELD
| Q4 25 | $1.1B | $136.1M | ||
| Q3 25 | $825.0M | $106.7M | ||
| Q2 25 | $827.0M | $134.1M | ||
| Q1 25 | $2.0B | $132.5M | ||
| Q4 24 | $445.0M | $150.3M | ||
| Q3 24 | $432.0M | $208.5M | ||
| Q2 24 | $588.0M | $212.8M | ||
| Q1 24 | $457.0M | $234.5M |
总债务AMCRJELD
| Q4 25 | $14.6B | $1.1B | ||
| Q3 25 | $12.8B | $1.2B | ||
| Q2 25 | $13.8B | $1.2B | ||
| Q1 25 | $8.6B | $1.2B | ||
| Q4 24 | $6.8B | $1.2B | ||
| Q3 24 | $7.2B | $1.2B | ||
| Q2 24 | $6.6B | $1.2B | ||
| Q1 24 | $7.1B | $1.2B |
股东权益AMCRJELD
| Q4 25 | $11.6B | $92.2M | ||
| Q3 25 | $11.7B | $113.9M | ||
| Q2 25 | $11.7B | $477.1M | ||
| Q1 25 | $3.9B | $452.1M | ||
| Q4 24 | $3.8B | $620.1M | ||
| Q3 24 | $3.9B | $720.3M | ||
| Q2 24 | $3.9B | $770.0M | ||
| Q1 24 | $3.9B | $811.5M |
总资产AMCRJELD
| Q4 25 | $37.0B | $2.1B | ||
| Q3 25 | $37.1B | $2.2B | ||
| Q2 25 | $37.1B | $2.5B | ||
| Q1 25 | $18.0B | $2.4B | ||
| Q4 24 | $16.2B | $2.6B | ||
| Q3 24 | $16.9B | $2.8B | ||
| Q2 24 | $16.5B | $2.9B | ||
| Q1 24 | $16.7B | $2.9B |
负债/权益比AMCRJELD
| Q4 25 | 1.26× | 12.47× | ||
| Q3 25 | 1.09× | 10.14× | ||
| Q2 25 | 1.18× | 2.42× | ||
| Q1 25 | 2.24× | 2.56× | ||
| Q4 24 | 1.81× | 1.86× | ||
| Q3 24 | 1.83× | 1.64× | ||
| Q2 24 | 1.70× | 1.53× | ||
| Q1 24 | 1.79× | 1.46× |
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 | $32.8M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $3.4M |
| 自由现金流率自由现金流/营收 | 5.2% | 0.4% |
| 资本支出强度资本支出/营收 | 4.1% | 3.7% |
| 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 | $-124.6M |
8季度趋势，按日历期对齐
经营现金流AMCRJELD
| Q4 25 | $503.0M | $32.8M | ||
| Q3 25 | $-133.0M | $11.2M | ||
| Q2 25 | $1.1B | $34.6M | ||
| Q1 25 | $117.0M | $-83.5M | ||
| Q4 24 | $428.0M | $28.2M | ||
| Q3 24 | $-269.0M | $37.6M | ||
| Q2 24 | $943.0M | $51.4M | ||
| Q1 24 | $150.0M | $-11.0M |
自由现金流AMCRJELD
| Q4 25 | $282.0M | $3.4M | ||
| Q3 25 | $-371.0M | $-13.1M | ||
| Q2 25 | $894.0M | $5.3M | ||
| Q1 25 | $0 | $-120.3M | ||
| Q4 24 | $330.0M | $-23.9M | ||
| Q3 24 | $-414.0M | $-4.3M | ||
| Q2 24 | $809.0M | $14.7M | ||
| Q1 24 | $37.0M | $-42.2M |
自由现金流率AMCRJELD
| Q4 25 | 5.2% | 0.4% | ||
| Q3 25 | -6.5% | -1.6% | ||
| Q2 25 | 17.6% | 0.6% | ||
| Q1 25 | 0.0% | -15.5% | ||
| Q4 24 | 10.2% | -2.7% | ||
| Q3 24 | -12.3% | -0.5% | ||
| Q2 24 | 22.9% | 1.5% | ||
| Q1 24 | 1.1% | -4.4% |
资本支出强度AMCRJELD
| Q4 25 | 4.1% | 3.7% | ||
| Q3 25 | 4.1% | 3.0% | ||
| Q2 25 | 4.3% | 3.6% | ||
| Q1 25 | 3.5% | 4.7% | ||
| Q4 24 | 3.0% | 5.8% | ||
| Q3 24 | 4.3% | 4.5% | ||
| Q2 24 | 3.8% | 3.7% | ||
| Q1 24 | 3.3% | 3.3% |
现金转化率AMCRJELD
| Q4 25 | 2.84× | — | ||
| Q3 25 | -0.51× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.60× | — | ||
| Q4 24 | 2.63× | — | ||
| Q3 24 | -1.41× | — | ||
| 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% |
JELD
| North America Segment | $522.0M | 65% |
| Europe Segment | $280.0M | 35% |
