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安姆科（AMCR）与皇家加勒比集团（RCL）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皇家加勒比集团的1.2倍（$5.4B vs $4.5B），皇家加勒比集团净利率更高（21.3% vs 3.2%，领先18.1%），安姆科同比增速更快（68.1% vs 11.3%），过去两年安姆科的营收复合增速更高（26.4% vs 4.1%）
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。
皇家加勒比集团前身为皇家加勒比邮轮有限公司，是仅次于嘉年华公司的全球第二大邮轮运营商。集团总部位于美国佛罗里达州迈阿密，在利比里亚注册，目前全资拥有皇家加勒比国际游轮、名人邮轮、银海邮轮三大品牌，还持有途易邮轮50%的股份。
AMCR vs RCL — 直观对比
营收规模更大
AMCR
是对方的1.2倍
$4.5B
营收增速更快
AMCR
高出56.8%
11.3%
净利率更高
RCL
高出18.1%
3.2%
两年增速更快
AMCR
近两年复合增速
4.1%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $4.5B |
| 净利润 | $177.0M | $950.0M |
| 毛利率 | 19.1% | — |
| 营业利润率 | 6.1% | 26.1% |
| 净利率 | 3.2% | 21.3% |
| 营收同比 | 68.1% | 11.3% |
| 净利润同比 | 8.6% | 29.1% |
| 每股收益（稀释后） | $0.38 | $3.48 |
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AMCRRCL
| Q1 26 | — | $4.5B | ||
| Q4 25 | $5.4B | $4.3B | ||
| Q3 25 | $5.7B | $5.1B | ||
| Q2 25 | $5.1B | $4.5B | ||
| Q1 25 | $3.3B | $4.0B | ||
| Q4 24 | $3.2B | $3.8B | ||
| Q3 24 | $3.4B | $4.9B | ||
| Q2 24 | $3.5B | $4.1B |
净利润AMCRRCL
| Q1 26 | — | $950.0M | ||
| Q4 25 | $177.0M | $753.0M | ||
| Q3 25 | $262.0M | $1.6B | ||
| Q2 25 | $-39.0M | $1.2B | ||
| Q1 25 | $196.0M | $730.0M | ||
| Q4 24 | $163.0M | $552.0M | ||
| Q3 24 | $191.0M | $1.1B | ||
| Q2 24 | $257.0M | $854.0M |
毛利率AMCRRCL
| Q1 26 | — | — | ||
| Q4 25 | 19.1% | 47.4% | ||
| Q3 25 | 19.6% | 51.8% | ||
| Q2 25 | 17.6% | 49.7% | ||
| Q1 25 | 19.6% | 48.0% | ||
| Q4 24 | 19.3% | 45.4% | ||
| Q3 24 | 19.7% | 51.1% | ||
| Q2 24 | 21.3% | 47.6% |
营业利润率AMCRRCL
| Q1 26 | — | 26.1% | ||
| Q4 25 | 6.1% | 21.9% | ||
| Q3 25 | 8.0% | 33.1% | ||
| Q2 25 | 1.7% | 29.3% | ||
| Q1 25 | 9.4% | 23.6% | ||
| Q4 24 | 9.2% | 16.6% | ||
| Q3 24 | 9.3% | 33.4% | ||
| Q2 24 | 11.2% | 26.7% |
净利率AMCRRCL
| Q1 26 | — | 21.3% | ||
| Q4 25 | 3.2% | 17.7% | ||
| Q3 25 | 4.6% | 30.6% | ||
| Q2 25 | -0.8% | 26.7% | ||
| Q1 25 | 5.9% | 18.3% | ||
| Q4 24 | 5.0% | 14.7% | ||
| Q3 24 | 5.7% | 22.7% | ||
| Q2 24 | 7.3% | 20.8% |
每股收益（稀释后）AMCRRCL
| Q1 26 | — | $3.48 | ||
| Q4 25 | $0.38 | $2.76 | ||
| Q3 25 | $0.11 | $5.74 | ||
| Q2 25 | $-0.06 | $4.41 | ||
| Q1 25 | $0.14 | $2.70 | ||
| Q4 24 | $0.11 | $2.27 | ||
| Q3 24 | $0.13 | $4.21 | ||
| Q2 24 | $0.18 | $3.11 |
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 | $512.0M |
| 总债务越低越好 | $14.6B | $21.1B |
| 股东权益账面价值 | $11.6B | $10.0B |
| 总资产 | $37.0B | $42.0B |
| 负债/权益比越低杠杆越低 | 1.26× | 2.11× |
8季度趋势，按日历期对齐
现金及短期投资AMCRRCL
| Q1 26 | — | $512.0M | ||
| Q4 25 | $1.1B | $825.0M | ||
| Q3 25 | $825.0M | $432.0M | ||
| Q2 25 | $827.0M | $735.0M | ||
| Q1 25 | $2.0B | $386.0M | ||
| Q4 24 | $445.0M | $388.0M | ||
| Q3 24 | $432.0M | $418.0M | ||
| Q2 24 | $588.0M | $391.0M |
总债务AMCRRCL
| Q1 26 | — | $21.1B | ||
| Q4 25 | $14.6B | $18.2B | ||
| Q3 25 | $12.8B | $17.2B | ||
| Q2 25 | $13.8B | $17.6B | ||
| Q1 25 | $8.6B | $18.0B | ||
| Q4 24 | $6.8B | $18.5B | ||
| Q3 24 | $7.2B | $19.0B | ||
| Q2 24 | $6.6B | $19.8B |
股东权益AMCRRCL
| Q1 26 | — | $10.0B | ||
| Q4 25 | $11.6B | $10.0B | ||
| Q3 25 | $11.7B | $10.1B | ||
| Q2 25 | $11.7B | $9.2B | ||
| Q1 25 | $3.9B | $8.0B | ||
| Q4 24 | $3.8B | $7.6B | ||
| Q3 24 | $3.9B | $7.0B | ||
| Q2 24 | $3.9B | $6.0B |
总资产AMCRRCL
| Q1 26 | — | $42.0B | ||
| Q4 25 | $37.0B | $41.6B | ||
| Q3 25 | $37.1B | $40.1B | ||
| Q2 25 | $37.1B | $38.5B | ||
| Q1 25 | $18.0B | $37.5B | ||
| Q4 24 | $16.2B | $37.1B | ||
| Q3 24 | $16.9B | $37.1B | ||
| Q2 24 | $16.5B | $37.0B |
负债/权益比AMCRRCL
| Q1 26 | — | 2.11× | ||
| Q4 25 | 1.26× | 1.81× | ||
| Q3 25 | 1.09× | 1.70× | ||
| Q2 25 | 1.18× | 1.92× | ||
| Q1 25 | 2.24× | 2.26× | ||
| Q4 24 | 1.81× | 2.44× | ||
| Q3 24 | 1.83× | 2.69× | ||
| Q2 24 | 1.70× | 3.29× |
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 | $1.8B |
| 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× | 1.93× |
| 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AMCRRCL
| Q1 26 | — | $1.8B | ||
| Q4 25 | $503.0M | $1.6B | ||
| Q3 25 | $-133.0M | $1.5B | ||
| Q2 25 | $1.1B | $1.7B | ||
| Q1 25 | $117.0M | $1.6B | ||
| Q4 24 | $428.0M | $1.5B | ||
| Q3 24 | $-269.0M | $897.0M | ||
| Q2 24 | $943.0M | $1.6B |
自由现金流AMCRRCL
| Q1 26 | — | — | ||
| Q4 25 | $282.0M | $116.0M | ||
| Q3 25 | $-371.0M | $-989.0M | ||
| Q2 25 | $894.0M | $910.0M | ||
| Q1 25 | $0 | $1.2B | ||
| Q4 24 | $330.0M | $915.0M | ||
| Q3 24 | $-414.0M | $563.0M | ||
| Q2 24 | $809.0M | $-567.0M |
自由现金流率AMCRRCL
| Q1 26 | — | — | ||
| Q4 25 | 5.2% | 2.7% | ||
| Q3 25 | -6.5% | -19.2% | ||
| Q2 25 | 17.6% | 20.1% | ||
| Q1 25 | 0.0% | 30.0% | ||
| Q4 24 | 10.2% | 24.3% | ||
| Q3 24 | -12.3% | 11.5% | ||
| Q2 24 | 22.9% | -13.8% |
资本支出强度AMCRRCL
| Q1 26 | — | — | ||
| Q4 25 | 4.1% | 35.4% | ||
| Q3 25 | 4.1% | 47.8% | ||
| Q2 25 | 4.3% | 18.4% | ||
| Q1 25 | 3.5% | 10.7% | ||
| Q4 24 | 3.0% | 14.7% | ||
| Q3 24 | 4.3% | 6.8% | ||
| Q2 24 | 3.8% | 52.1% |
现金转化率AMCRRCL
| Q1 26 | — | 1.93× | ||
| Q4 25 | 2.84× | 2.16× | ||
| Q3 25 | -0.51× | 0.93× | ||
| Q2 25 | — | 1.44× | ||
| Q1 25 | 0.60× | 2.23× | ||
| Q4 24 | 2.63× | 2.66× | ||
| Q3 24 | -1.41× | 0.81× | ||
| Q2 24 | 3.67× | 1.84× |
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% |
RCL
| Passenger ticket revenues | $3.0B | 68% |
| Onboard and other revenues | $1.4B | 32% |
