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安姆科（AMCR）与Magnera Corp（MAGN）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Magnera Corp的6.9倍（$5.4B vs $792.0M）。安姆科净利率更高（3.2% vs -4.3%，领先7.5%）。安姆科同比增速更快（68.1% vs 12.8%）。安姆科自由现金流更多（$282.0M vs $-13.0M）。过去两年Magnera Corp的营收复合增速更高（54.9% 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。
AMCR vs MAGN — 直观对比
营收规模更大
AMCR
是对方的6.9倍
$792.0M
营收增速更快
AMCR
高出55.3%
12.8%
净利率更高
AMCR
高出7.5%
-4.3%
自由现金流更多
AMCR
多$295.0M
$-13.0M
两年增速更快
MAGN
近两年复合增速
26.4%
损益表 — Q2 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $792.0M |
| 净利润 | $177.0M | $-34.0M |
| 毛利率 | 19.1% | 12.2% |
| 营业利润率 | 6.1% | 1.8% |
| 净利率 | 3.2% | -4.3% |
| 营收同比 | 68.1% | 12.8% |
| 净利润同比 | 8.6% | 43.3% |
| 每股收益（稀释后） | $0.38 | $-0.95 |
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AMCRMAGN
| Q4 25 | $5.4B | $792.0M | ||
| Q3 25 | $5.7B | — | ||
| Q2 25 | $5.1B | $839.0M | ||
| Q1 25 | $3.3B | $824.0M | ||
| Q4 24 | $3.2B | $702.0M | ||
| Q3 24 | $3.4B | $332.1M | ||
| Q2 24 | $3.5B | $556.0M | ||
| Q1 24 | $3.4B | $558.0M |
净利润AMCRMAGN
| Q4 25 | $177.0M | $-34.0M | ||
| Q3 25 | $262.0M | — | ||
| Q2 25 | $-39.0M | $-18.0M | ||
| Q1 25 | $196.0M | $-41.0M | ||
| Q4 24 | $163.0M | $-60.0M | ||
| Q3 24 | $191.0M | $-15.2M | ||
| Q2 24 | $257.0M | $19.0M | ||
| Q1 24 | $187.0M | $14.0M |
毛利率AMCRMAGN
| Q4 25 | 19.1% | 12.2% | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 17.6% | 10.7% | ||
| Q1 25 | 19.6% | 10.7% | ||
| Q4 24 | 19.3% | 10.1% | ||
| Q3 24 | 19.7% | 10.7% | ||
| Q2 24 | 21.3% | 6.6% | ||
| Q1 24 | 20.3% | 6.2% |
营业利润率AMCRMAGN
| Q4 25 | 6.1% | 1.8% | ||
| Q3 25 | 8.0% | — | ||
| Q2 25 | 1.7% | 1.5% | ||
| Q1 25 | 9.4% | 0.5% | ||
| Q4 24 | 9.2% | -3.1% | ||
| Q3 24 | 9.3% | 0.9% | ||
| Q2 24 | 11.2% | 3.1% | ||
| Q1 24 | 9.0% | 3.8% |
净利率AMCRMAGN
| Q4 25 | 3.2% | -4.3% | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | -0.8% | -2.1% | ||
| Q1 25 | 5.9% | -5.0% | ||
| Q4 24 | 5.0% | -8.5% | ||
| Q3 24 | 5.7% | -4.6% | ||
| Q2 24 | 7.3% | 3.4% | ||
| Q1 24 | 5.5% | 2.5% |
每股收益（稀释后）AMCRMAGN
| Q4 25 | $0.38 | $-0.95 | ||
| Q3 25 | $0.11 | — | ||
| Q2 25 | $-0.06 | $-0.51 | ||
| Q1 25 | $0.14 | $-1.15 | ||
| Q4 24 | $0.11 | $-1.69 | ||
| Q3 24 | $0.13 | $-0.33 | ||
| Q2 24 | $0.18 | $0.60 | ||
| Q1 24 | $0.13 | $0.44 |
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 | $264.0M |
| 总债务越低越好 | $14.6B | $1.9B |
| 股东权益账面价值 | $11.6B | $1.0B |
| 总资产 | $37.0B | $3.9B |
| 负债/权益比越低杠杆越低 | 1.26× | 1.86× |
8季度趋势，按日历期对齐
现金及短期投资AMCRMAGN
| Q4 25 | $1.1B | $264.0M | ||
| Q3 25 | $825.0M | — | ||
| Q2 25 | $827.0M | $276.0M | ||
| Q1 25 | $2.0B | $282.0M | ||
| Q4 24 | $445.0M | $215.0M | ||
| Q3 24 | $432.0M | $230.0M | ||
| Q2 24 | $588.0M | $33.9M | ||
| Q1 24 | $457.0M | $30.2M |
总债务AMCRMAGN
| Q4 25 | $14.6B | $1.9B | ||
| Q3 25 | $12.8B | — | ||
| Q2 25 | $13.8B | $2.0B | ||
| Q1 25 | $8.6B | $2.0B | ||
| Q4 24 | $6.8B | $2.0B | ||
| Q3 24 | $7.2B | $2.0B | ||
| Q2 24 | $6.6B | $877.4M | ||
| Q1 24 | $7.1B | $884.7M |
股东权益AMCRMAGN
| Q4 25 | $11.6B | $1.0B | ||
| Q3 25 | $11.7B | — | ||
| Q2 25 | $11.7B | $1.1B | ||
| Q1 25 | $3.9B | $1.1B | ||
| Q4 24 | $3.8B | $1.1B | ||
| Q3 24 | $3.9B | $2.1B | ||
| Q2 24 | $3.9B | $2.4B | ||
| Q1 24 | $3.9B | $2.4B |
总资产AMCRMAGN
| Q4 25 | $37.0B | $3.9B | ||
| Q3 25 | $37.1B | — | ||
| Q2 25 | $37.1B | $4.1B | ||
| Q1 25 | $18.0B | $4.1B | ||
| Q4 24 | $16.2B | $4.0B | ||
| Q3 24 | $16.9B | $2.8B | ||
| Q2 24 | $16.5B | $1.5B | ||
| Q1 24 | $16.7B | $1.5B |
负债/权益比AMCRMAGN
| Q4 25 | 1.26× | 1.86× | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 1.18× | 1.77× | ||
| Q1 25 | 2.24× | 1.83× | ||
| Q4 24 | 1.81× | 1.80× | ||
| Q3 24 | 1.83× | 0.91× | ||
| Q2 24 | 1.70× | 0.37× | ||
| Q1 24 | 1.79× | 0.36× |
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 | $2.0M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $-13.0M |
| 自由现金流率自由现金流/营收 | 5.2% | -1.6% |
| 资本支出强度资本支出/营收 | 4.1% | 1.9% |
| 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AMCRMAGN
| Q4 25 | $503.0M | $2.0M | ||
| Q3 25 | $-133.0M | — | ||
| Q2 25 | $1.1B | $0 | ||
| Q1 25 | $117.0M | $65.0M | ||
| Q4 24 | $428.0M | $-58.0M | ||
| Q3 24 | $-269.0M | $12.2M | ||
| Q2 24 | $943.0M | $38.0M | ||
| Q1 24 | $150.0M | $20.0M |
自由现金流AMCRMAGN
| Q4 25 | $282.0M | $-13.0M | ||
| Q3 25 | $-371.0M | — | ||
| Q2 25 | $894.0M | — | ||
| Q1 25 | $0 | $42.0M | ||
| Q4 24 | $330.0M | $-74.0M | ||
| Q3 24 | $-414.0M | $3.6M | ||
| Q2 24 | $809.0M | $23.0M | ||
| Q1 24 | $37.0M | $12.5M |
自由现金流率AMCRMAGN
| Q4 25 | 5.2% | -1.6% | ||
| Q3 25 | -6.5% | — | ||
| Q2 25 | 17.6% | — | ||
| Q1 25 | 0.0% | 5.1% | ||
| Q4 24 | 10.2% | -10.5% | ||
| Q3 24 | -12.3% | 1.1% | ||
| Q2 24 | 22.9% | 4.1% | ||
| Q1 24 | 1.1% | 2.2% |
资本支出强度AMCRMAGN
| Q4 25 | 4.1% | 1.9% | ||
| Q3 25 | 4.1% | — | ||
| Q2 25 | 4.3% | 1.5% | ||
| Q1 25 | 3.5% | 2.8% | ||
| Q4 24 | 3.0% | 2.3% | ||
| Q3 24 | 4.3% | 2.6% | ||
| Q2 24 | 3.8% | 2.7% | ||
| Q1 24 | 3.3% | 1.3% |
现金转化率AMCRMAGN
| 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× | 2.00× | ||
| Q1 24 | 0.80× | 1.43× |
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% |
MAGN
暂无分部数据
