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安姆科（AMCR）与MUELLER INDUSTRIES INC（MLI）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MUELLER INDUSTRIES INC的5.7倍（$5.4B vs $962.4M）。MUELLER INDUSTRIES INC净利率更高（16.0% vs 3.2%，领先12.7%）。安姆科同比增速更快（68.1% vs 4.2%）。安姆科自由现金流更多（$282.0M vs $121.4M）。过去两年安姆科的营收复合增速更高（26.4% vs 6.4%）
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。
Mueller Industries是美国知名工业制造企业，1917年正式成立，总部坐落于美国田纳西州孟菲斯市，主营管道产品、工业金属及暖通制冷设备，2022年入选《财富》1000强榜单，是年营收达数十亿美元的公开上市企业。
AMCR vs MLI — 直观对比
营收规模更大
AMCR
是对方的5.7倍
$962.4M
营收增速更快
AMCR
高出63.9%
4.2%
净利率更高
MLI
高出12.7%
3.2%
自由现金流更多
AMCR
多$160.6M
$121.4M
两年增速更快
AMCR
近两年复合增速
6.4%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $962.4M |
| 净利润 | $177.0M | $153.7M |
| 毛利率 | 19.1% | — |
| 营业利润率 | 6.1% | 17.9% |
| 净利率 | 3.2% | 16.0% |
| 营收同比 | 68.1% | 4.2% |
| 净利润同比 | 8.6% | 11.7% |
| 每股收益（稀释后） | $0.38 | $1.37 |
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AMCRMLI
| Q4 25 | $5.4B | $962.4M | ||
| Q3 25 | $5.7B | $1.1B | ||
| Q2 25 | $5.1B | $1.1B | ||
| Q1 25 | $3.3B | $1.0B | ||
| Q4 24 | $3.2B | $923.5M | ||
| Q3 24 | $3.4B | $997.8M | ||
| Q2 24 | $3.5B | $997.7M | ||
| Q1 24 | $3.4B | $849.7M |
净利润AMCRMLI
| Q4 25 | $177.0M | $153.7M | ||
| Q3 25 | $262.0M | $208.1M | ||
| Q2 25 | $-39.0M | $245.9M | ||
| Q1 25 | $196.0M | $157.4M | ||
| Q4 24 | $163.0M | $137.7M | ||
| Q3 24 | $191.0M | $168.7M | ||
| Q2 24 | $257.0M | $160.2M | ||
| Q1 24 | $187.0M | $138.4M |
毛利率AMCRMLI
| Q4 25 | 19.1% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 17.6% | — | ||
| Q1 25 | 19.6% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 19.7% | 27.6% | ||
| Q2 24 | 21.3% | 27.3% | ||
| Q1 24 | 20.3% | 28.4% |
营业利润率AMCRMLI
| Q4 25 | 6.1% | 17.9% | ||
| Q3 25 | 8.0% | 25.6% | ||
| Q2 25 | 1.7% | 26.7% | ||
| Q1 25 | 9.4% | 20.6% | ||
| Q4 24 | 9.2% | 18.4% | ||
| Q3 24 | 9.3% | 20.7% | ||
| Q2 24 | 11.2% | 21.0% | ||
| Q1 24 | 9.0% | 21.6% |
净利率AMCRMLI
| Q4 25 | 3.2% | 16.0% | ||
| Q3 25 | 4.6% | 19.3% | ||
| Q2 25 | -0.8% | 21.6% | ||
| Q1 25 | 5.9% | 15.7% | ||
| Q4 24 | 5.0% | 14.9% | ||
| Q3 24 | 5.7% | 16.9% | ||
| Q2 24 | 7.3% | 16.1% | ||
| Q1 24 | 5.5% | 16.3% |
每股收益（稀释后）AMCRMLI
| Q4 25 | $0.38 | $1.37 | ||
| Q3 25 | $0.11 | $1.88 | ||
| Q2 25 | $-0.06 | $2.22 | ||
| Q1 25 | $0.14 | $1.39 | ||
| Q4 24 | $0.11 | $1.21 | ||
| Q3 24 | $0.13 | $1.48 | ||
| Q2 24 | $0.18 | $1.41 | ||
| Q1 24 | $0.13 | $1.21 |
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 | $1.4B |
| 总债务越低越好 | $14.6B | — |
| 股东权益账面价值 | $11.6B | $3.2B |
| 总资产 | $37.0B | $3.7B |
| 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AMCRMLI
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $825.0M | $1.3B | ||
| Q2 25 | $827.0M | $1.1B | ||
| Q1 25 | $2.0B | $873.6M | ||
| Q4 24 | $445.0M | $1.1B | ||
| Q3 24 | $432.0M | $969.6M | ||
| Q2 24 | $588.0M | $825.7M | ||
| Q1 24 | $457.0M | $1.4B |
总债务AMCRMLI
| 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AMCRMLI
| Q4 25 | $11.6B | $3.2B | ||
| Q3 25 | $11.7B | $3.1B | ||
| Q2 25 | $11.7B | $2.9B | ||
| Q1 25 | $3.9B | $2.7B | ||
| Q4 24 | $3.8B | $2.8B | ||
| Q3 24 | $3.9B | $2.7B | ||
| Q2 24 | $3.9B | $2.5B | ||
| Q1 24 | $3.9B | $2.4B |
总资产AMCRMLI
| Q4 25 | $37.0B | $3.7B | ||
| Q3 25 | $37.1B | $3.7B | ||
| Q2 25 | $37.1B | $3.5B | ||
| Q1 25 | $18.0B | $3.2B | ||
| Q4 24 | $16.2B | $3.3B | ||
| Q3 24 | $16.9B | $3.2B | ||
| Q2 24 | $16.5B | $3.1B | ||
| Q1 24 | $16.7B | $2.9B |
负债/权益比AMCRMLI
| 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 | $141.2M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $121.4M |
| 自由现金流率自由现金流/营收 | 5.2% | 12.6% |
| 资本支出强度资本支出/营收 | 4.1% | 2.1% |
| 现金转化率经营现金流/净利润 | 2.84× | 0.92× |
| 过去12个月自由现金流最近4个季度 | $805.0M | $686.6M |
8季度趋势，按日历期对齐
经营现金流AMCRMLI
| Q4 25 | $503.0M | $141.2M | ||
| Q3 25 | $-133.0M | $310.1M | ||
| Q2 25 | $1.1B | $190.6M | ||
| Q1 25 | $117.0M | $113.6M | ||
| Q4 24 | $428.0M | $140.1M | ||
| Q3 24 | $-269.0M | $231.4M | ||
| Q2 24 | $943.0M | $100.8M | ||
| Q1 24 | $150.0M | $173.6M |
自由现金流AMCRMLI
| Q4 25 | $282.0M | $121.4M | ||
| Q3 25 | $-371.0M | $291.8M | ||
| Q2 25 | $894.0M | $176.5M | ||
| Q1 25 | $0 | $97.0M | ||
| Q4 24 | $330.0M | $111.2M | ||
| Q3 24 | $-414.0M | $205.7M | ||
| Q2 24 | $809.0M | $91.6M | ||
| Q1 24 | $37.0M | $157.2M |
自由现金流率AMCRMLI
| Q4 25 | 5.2% | 12.6% | ||
| Q3 25 | -6.5% | 27.1% | ||
| Q2 25 | 17.6% | 15.5% | ||
| Q1 25 | 0.0% | 9.7% | ||
| Q4 24 | 10.2% | 12.0% | ||
| Q3 24 | -12.3% | 20.6% | ||
| Q2 24 | 22.9% | 9.2% | ||
| Q1 24 | 1.1% | 18.5% |
资本支出强度AMCRMLI
| Q4 25 | 4.1% | 2.1% | ||
| Q3 25 | 4.1% | 1.7% | ||
| Q2 25 | 4.3% | 1.2% | ||
| Q1 25 | 3.5% | 1.7% | ||
| Q4 24 | 3.0% | 3.1% | ||
| Q3 24 | 4.3% | 2.6% | ||
| Q2 24 | 3.8% | 0.9% | ||
| Q1 24 | 3.3% | 1.9% |
现金转化率AMCRMLI
| Q4 25 | 2.84× | 0.92× | ||
| Q3 25 | -0.51× | 1.49× | ||
| Q2 25 | — | 0.78× | ||
| Q1 25 | 0.60× | 0.72× | ||
| Q4 24 | 2.63× | 1.02× | ||
| Q3 24 | -1.41× | 1.37× | ||
| Q2 24 | 3.67× | 0.63× | ||
| Q1 24 | 0.80× | 1.25× |
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% |
MLI
| Tube And Fittings | $484.6M | 50% |
| Industrial Metals | $252.2M | 26% |
| Valves And Plumbing Specialties | $122.5M | 13% |
| Flex Duct And Other HVAC Components | $80.8M | 8% |
| Other Products | $14.9M | 2% |
