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安姆科（AMCR）与NATURAL RESOURCE PARTNERS LP（NRP）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NATURAL RESOURCE PARTNERS LP的106.3倍（$5.4B vs $51.3M）。NATURAL RESOURCE PARTNERS LP净利率更高（78.5% vs 3.2%，领先75.3%）。安姆科同比增速更快（68.1% vs -21.8%）。过去两年安姆科的营收复合增速更高（26.4% vs -8.3%）
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。
Natural Resource Partners LP是总部位于美国的业主有限合伙企业，主要持有、管理及出租矿产储备权益，资产涵盖煤炭、集料、工业矿物与油气资源，业务主要布局于北美地区，核心收入来自第三方资源开采企业支付的特许权使用费。
AMCR vs NRP — 直观对比
营收规模更大
AMCR
是对方的106.3倍
$51.3M
营收增速更快
AMCR
高出90.0%
-21.8%
净利率更高
NRP
高出75.3%
3.2%
两年增速更快
AMCR
近两年复合增速
-8.3%
损益表 — Q2 2026 vs Q1 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $51.3M |
| 净利润 | $177.0M | $40.3M |
| 毛利率 | 19.1% | — |
| 营业利润率 | 6.1% | 83.7% |
| 净利率 | 3.2% | 78.5% |
| 营收同比 | 68.1% | -21.8% |
| 净利润同比 | 8.6% | -28.4% |
| 每股收益（稀释后） | $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AMCRNRP
| Q4 25 | $5.4B | — | ||
| Q3 25 | $5.7B | — | ||
| Q2 25 | $5.1B | — | ||
| Q1 25 | $3.3B | $51.3M | ||
| Q4 24 | $3.2B | $61.8M | ||
| Q3 24 | $3.4B | $50.4M | ||
| Q2 24 | $3.5B | $54.6M | ||
| Q1 24 | $3.4B | $65.6M |
净利润AMCRNRP
| Q4 25 | $177.0M | — | ||
| Q3 25 | $262.0M | — | ||
| Q2 25 | $-39.0M | — | ||
| Q1 25 | $196.0M | $40.3M | ||
| Q4 24 | $163.0M | $42.8M | ||
| Q3 24 | $191.0M | $38.6M | ||
| Q2 24 | $257.0M | $46.1M | ||
| Q1 24 | $187.0M | $56.2M |
毛利率AMCRNRP
| Q4 25 | 19.1% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 17.6% | — | ||
| Q1 25 | 19.6% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 19.7% | — | ||
| Q2 24 | 21.3% | — | ||
| Q1 24 | 20.3% | — |
营业利润率AMCRNRP
| Q4 25 | 6.1% | — | ||
| Q3 25 | 8.0% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 9.4% | 83.7% | ||
| Q4 24 | 9.2% | 74.9% | ||
| Q3 24 | 9.3% | 84.9% | ||
| Q2 24 | 11.2% | 92.3% | ||
| Q1 24 | 9.0% | 91.0% |
净利率AMCRNRP
| Q4 25 | 3.2% | — | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | -0.8% | — | ||
| Q1 25 | 5.9% | 78.5% | ||
| Q4 24 | 5.0% | 69.2% | ||
| Q3 24 | 5.7% | 76.6% | ||
| Q2 24 | 7.3% | 84.4% | ||
| Q1 24 | 5.5% | 85.7% |
每股收益（稀释后）AMCRNRP
| 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 | — | ||
| Q1 24 | $0.13 | — |
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 | $30.9M |
| 总债务越低越好 | $14.6B | $138.8M |
| 股东权益账面价值 | $11.6B | — |
| 总资产 | $37.0B | $772.5M |
| 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AMCRNRP
| Q4 25 | $1.1B | — | ||
| Q3 25 | $825.0M | — | ||
| Q2 25 | $827.0M | — | ||
| Q1 25 | $2.0B | $30.9M | ||
| Q4 24 | $445.0M | $30.4M | ||
| Q3 24 | $432.0M | $30.9M | ||
| Q2 24 | $588.0M | $32.3M | ||
| Q1 24 | $457.0M | $11.0M |
总债务AMCRNRP
| Q4 25 | $14.6B | — | ||
| Q3 25 | $12.8B | — | ||
| Q2 25 | $13.8B | — | ||
| Q1 25 | $8.6B | $138.8M | ||
| Q4 24 | $6.8B | $142.1M | ||
| Q3 24 | $7.2B | $197.4M | ||
| Q2 24 | $6.6B | $210.3M | ||
| Q1 24 | $7.1B | $188.8M |
股东权益AMCRNRP
| Q4 25 | $11.6B | — | ||
| Q3 25 | $11.7B | — | ||
| Q2 25 | $11.7B | — | ||
| Q1 25 | $3.9B | — | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | $3.9B | — | ||
| Q2 24 | $3.9B | — | ||
| Q1 24 | $3.9B | — |
总资产AMCRNRP
| Q4 25 | $37.0B | — | ||
| Q3 25 | $37.1B | — | ||
| Q2 25 | $37.1B | — | ||
| Q1 25 | $18.0B | $772.5M | ||
| Q4 24 | $16.2B | $772.9M | ||
| Q3 24 | $16.9B | $772.9M | ||
| Q2 24 | $16.5B | $789.6M | ||
| Q1 24 | $16.7B | $772.9M |
负债/权益比AMCRNRP
| 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 | $34.4M |
| 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% | — |
| 现金转化率经营现金流/净利润 | 2.84× | 0.86× |
| 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AMCRNRP
| Q4 25 | $503.0M | — | ||
| Q3 25 | $-133.0M | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $117.0M | $34.4M | ||
| Q4 24 | $428.0M | $66.2M | ||
| Q3 24 | $-269.0M | $54.1M | ||
| Q2 24 | $943.0M | $56.6M | ||
| Q1 24 | $150.0M | $71.5M |
自由现金流AMCRNRP
| Q4 25 | $282.0M | — | ||
| Q3 25 | $-371.0M | — | ||
| Q2 25 | $894.0M | — | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $330.0M | — | ||
| Q3 24 | $-414.0M | — | ||
| Q2 24 | $809.0M | — | ||
| Q1 24 | $37.0M | — |
自由现金流率AMCRNRP
| Q4 25 | 5.2% | — | ||
| Q3 25 | -6.5% | — | ||
| Q2 25 | 17.6% | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 10.2% | — | ||
| Q3 24 | -12.3% | — | ||
| Q2 24 | 22.9% | — | ||
| Q1 24 | 1.1% | — |
资本支出强度AMCRNRP
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.1% | — | ||
| Q2 25 | 4.3% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 3.0% | 0.0% | ||
| Q3 24 | 4.3% | 0.0% | ||
| Q2 24 | 3.8% | 0.0% | ||
| Q1 24 | 3.3% | 0.0% |
现金转化率AMCRNRP
| Q4 25 | 2.84× | — | ||
| Q3 25 | -0.51× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.60× | 0.86× | ||
| Q4 24 | 2.63× | 1.55× | ||
| Q3 24 | -1.41× | 1.40× | ||
| Q2 24 | 3.67× | 1.23× | ||
| Q1 24 | 0.80× | 1.27× |
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% |
NRP
| Coal Royalty Revenues | $35.5M | 69% |
| Soda Ash Segment | $4.6M | 9% |
| Transportation And Processing Services | $4.4M | 9% |
| Production Lease Minimum Revenues | $2.7M | 5% |
| Oil And Gas Royalty Revenues | $2.4M | 5% |
| Other | $1.6M | 3% |
