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安姆科（AMCR）与Legacy Housing Corp（LEGH）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Legacy Housing Corp的214.0倍（$5.4B vs $25.5M）。Legacy Housing Corp净利率更高（32.2% vs 3.2%，领先28.9%）。安姆科同比增速更快（68.1% vs -30.6%）。安姆科自由现金流更多（$282.0M vs $15.7M）。过去两年安姆科的营收复合增速更高（26.4% vs -9.1%）
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。
Legacy Housing Corp是美国知名的经济型预制住宅、微型住宅及配套居住单元制造商，主要面向北美中低收入消费群体，提供可定制住房解决方案、配套建材及相关售后服务，服务个人及社区开发类客户。
AMCR vs LEGH — 直观对比
营收规模更大
AMCR
是对方的214.0倍
$25.5M
营收增速更快
AMCR
高出98.7%
-30.6%
净利率更高
LEGH
高出28.9%
3.2%
自由现金流更多
AMCR
多$266.3M
$15.7M
两年增速更快
AMCR
近两年复合增速
-9.1%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $25.5M |
| 净利润 | $177.0M | $8.2M |
| 毛利率 | 19.1% | 26.4% |
| 营业利润率 | 6.1% | 40.4% |
| 净利率 | 3.2% | 32.2% |
| 营收同比 | 68.1% | -30.6% |
| 净利润同比 | 8.6% | -43.5% |
| 每股收益（稀释后） | $0.38 | $0.38 |
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AMCRLEGH
| Q4 25 | $5.4B | $25.5M | ||
| Q3 25 | $5.7B | $28.8M | ||
| Q2 25 | $5.1B | $38.4M | ||
| Q1 25 | $3.3B | $24.3M | ||
| Q4 24 | $3.2B | $36.7M | ||
| Q3 24 | $3.4B | $30.2M | ||
| Q2 24 | $3.5B | $31.7M | ||
| Q1 24 | $3.4B | $30.8M |
净利润AMCRLEGH
| Q4 25 | $177.0M | $8.2M | ||
| Q3 25 | $262.0M | $8.6M | ||
| Q2 25 | $-39.0M | $14.7M | ||
| Q1 25 | $196.0M | $10.3M | ||
| Q4 24 | $163.0M | $14.5M | ||
| Q3 24 | $191.0M | $15.8M | ||
| Q2 24 | $257.0M | $16.2M | ||
| Q1 24 | $187.0M | $15.1M |
毛利率AMCRLEGH
| Q4 25 | 19.1% | 26.4% | ||
| Q3 25 | 19.6% | 20.2% | ||
| Q2 25 | 17.6% | 32.4% | ||
| Q1 25 | 19.6% | 29.2% | ||
| Q4 24 | 19.3% | 27.3% | ||
| Q3 24 | 19.7% | 29.2% | ||
| Q2 24 | 21.3% | 31.9% | ||
| Q1 24 | 20.3% | 33.6% |
营业利润率AMCRLEGH
| Q4 25 | 6.1% | 40.4% | ||
| Q3 25 | 8.0% | 33.7% | ||
| Q2 25 | 1.7% | 43.8% | ||
| Q1 25 | 9.4% | 47.7% | ||
| Q4 24 | 9.2% | 42.3% | ||
| Q3 24 | 9.3% | 50.8% | ||
| Q2 24 | 11.2% | 50.6% | ||
| Q1 24 | 9.0% | 54.3% |
净利率AMCRLEGH
| Q4 25 | 3.2% | 32.2% | ||
| Q3 25 | 4.6% | 30.0% | ||
| Q2 25 | -0.8% | 38.3% | ||
| Q1 25 | 5.9% | 42.3% | ||
| Q4 24 | 5.0% | 39.5% | ||
| Q3 24 | 5.7% | 52.4% | ||
| Q2 24 | 7.3% | 51.1% | ||
| Q1 24 | 5.5% | 49.1% |
每股收益（稀释后）AMCRLEGH
| Q4 25 | $0.38 | $0.38 | ||
| Q3 25 | $0.11 | $0.35 | ||
| Q2 25 | $-0.06 | $0.60 | ||
| Q1 25 | $0.14 | $0.41 | ||
| Q4 24 | $0.11 | $0.59 | ||
| Q3 24 | $0.13 | $0.64 | ||
| Q2 24 | $0.18 | $0.65 | ||
| Q1 24 | $0.13 | $0.60 |
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 | $8.5M |
| 总债务越低越好 | $14.6B | — |
| 股东权益账面价值 | $11.6B | $528.6M |
| 总资产 | $37.0B | $580.3M |
| 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AMCRLEGH
| Q4 25 | $1.1B | $8.5M | ||
| Q3 25 | $825.0M | $13.6M | ||
| Q2 25 | $827.0M | $2.6M | ||
| Q1 25 | $2.0B | $3.4M | ||
| Q4 24 | $445.0M | $1.1M | ||
| Q3 24 | $432.0M | $570.0K | ||
| Q2 24 | $588.0M | $60.0K | ||
| Q1 24 | $457.0M | $621.0K |
总债务AMCRLEGH
| 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AMCRLEGH
| Q4 25 | $11.6B | $528.6M | ||
| Q3 25 | $11.7B | $521.6M | ||
| Q2 25 | $11.7B | $512.8M | ||
| Q1 25 | $3.9B | $503.7M | ||
| Q4 24 | $3.8B | $494.0M | ||
| Q3 24 | $3.9B | $479.3M | ||
| Q2 24 | $3.9B | $463.2M | ||
| Q1 24 | $3.9B | $450.4M |
总资产AMCRLEGH
| Q4 25 | $37.0B | $580.3M | ||
| Q3 25 | $37.1B | $557.9M | ||
| Q2 25 | $37.1B | $552.0M | ||
| Q1 25 | $18.0B | $544.6M | ||
| Q4 24 | $16.2B | $534.2M | ||
| Q3 24 | $16.9B | $521.4M | ||
| Q2 24 | $16.5B | $514.9M | ||
| Q1 24 | $16.7B | $510.0M |
负债/权益比AMCRLEGH
| 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 | $19.0M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $15.7M |
| 自由现金流率自由现金流/营收 | 5.2% | 61.6% |
| 资本支出强度资本支出/营收 | 4.1% | 13.1% |
| 现金转化率经营现金流/净利润 | 2.84× | 2.32× |
| 过去12个月自由现金流最近4个季度 | $805.0M | $28.2M |
8季度趋势，按日历期对齐
经营现金流AMCRLEGH
| Q4 25 | $503.0M | $19.0M | ||
| Q3 25 | $-133.0M | $7.2M | ||
| Q2 25 | $1.1B | $6.1M | ||
| Q1 25 | $117.0M | $4.9M | ||
| Q4 24 | $428.0M | $7.9M | ||
| Q3 24 | $-269.0M | $13.8M | ||
| Q2 24 | $943.0M | $3.5M | ||
| Q1 24 | $150.0M | $10.8M |
自由现金流AMCRLEGH
| Q4 25 | $282.0M | $15.7M | ||
| Q3 25 | $-371.0M | $5.1M | ||
| Q2 25 | $894.0M | $3.7M | ||
| Q1 25 | $0 | $3.6M | ||
| Q4 24 | $330.0M | $6.0M | ||
| Q3 24 | $-414.0M | $9.1M | ||
| Q2 24 | $809.0M | $1.7M | ||
| Q1 24 | $37.0M | $9.9M |
自由现金流率AMCRLEGH
| Q4 25 | 5.2% | 61.6% | ||
| Q3 25 | -6.5% | 17.8% | ||
| Q2 25 | 17.6% | 9.6% | ||
| Q1 25 | 0.0% | 15.0% | ||
| Q4 24 | 10.2% | 16.4% | ||
| Q3 24 | -12.3% | 30.2% | ||
| Q2 24 | 22.9% | 5.4% | ||
| Q1 24 | 1.1% | 32.2% |
资本支出强度AMCRLEGH
| Q4 25 | 4.1% | 13.1% | ||
| Q3 25 | 4.1% | 7.1% | ||
| Q2 25 | 4.3% | 6.2% | ||
| Q1 25 | 3.5% | 5.2% | ||
| Q4 24 | 3.0% | 5.1% | ||
| Q3 24 | 4.3% | 15.6% | ||
| Q2 24 | 3.8% | 5.5% | ||
| Q1 24 | 3.3% | 2.8% |
现金转化率AMCRLEGH
| Q4 25 | 2.84× | 2.32× | ||
| Q3 25 | -0.51× | 0.83× | ||
| Q2 25 | — | 0.41× | ||
| Q1 25 | 0.60× | 0.48× | ||
| Q4 24 | 2.63× | 0.54× | ||
| Q3 24 | -1.41× | 0.88× | ||
| Q2 24 | 3.67× | 0.21× | ||
| Q1 24 | 0.80× | 0.71× |
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% |
LEGH
| Commercial Sales | $8.6M | 34% |
| Retail Store Sales | $6.0M | 24% |
| Inventory Finance Sales | $5.0M | 20% |
| Direct Sales | $4.4M | 17% |
| Other | $1.5M | 6% |
