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安姆科（AMCR）与Raymond James Financial（RJF）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Raymond James Financial的1.3倍（$5.4B vs $4.2B），Raymond James Financial净利率更高（13.5% vs 3.2%，领先10.2%），安姆科同比增速更快（68.1% vs 3.5%），安姆科自由现金流更多（$282.0M vs $-56.0M），过去两年安姆科的营收复合增速更高（26.4% vs 7.1%）
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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
AMCR vs RJF — 直观对比
营收规模更大
AMCR
是对方的1.3倍
$4.2B
营收增速更快
AMCR
高出64.6%
3.5%
净利率更高
RJF
高出10.2%
3.2%
自由现金流更多
AMCR
多$338.0M
$-56.0M
两年增速更快
AMCR
近两年复合增速
7.1%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $4.2B |
| 净利润 | $177.0M | $563.0M |
| 毛利率 | 19.1% | — |
| 营业利润率 | 6.1% | — |
| 净利率 | 3.2% | 13.5% |
| 营收同比 | 68.1% | 3.5% |
| 净利润同比 | 8.6% | -6.2% |
| 每股收益（稀释后） | $0.38 | $2.79 |
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AMCRRJF
| Q4 25 | $5.4B | $4.2B | ||
| Q3 25 | $5.7B | $4.2B | ||
| Q2 25 | $5.1B | $3.8B | ||
| Q1 25 | $3.3B | $3.8B | ||
| Q4 24 | $3.2B | $4.0B | ||
| Q3 24 | $3.4B | $4.0B | ||
| Q2 24 | $3.5B | $3.8B | ||
| Q1 24 | $3.4B | $3.6B |
净利润AMCRRJF
| Q4 25 | $177.0M | $563.0M | ||
| Q3 25 | $262.0M | $604.0M | ||
| Q2 25 | $-39.0M | $436.0M | ||
| Q1 25 | $196.0M | $495.0M | ||
| Q4 24 | $163.0M | $600.0M | ||
| Q3 24 | $191.0M | $602.0M | ||
| Q2 24 | $257.0M | $492.0M | ||
| Q1 24 | $187.0M | $476.0M |
毛利率AMCRRJF
| 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AMCRRJF
| Q4 25 | 6.1% | — | ||
| Q3 25 | 8.0% | — | ||
| Q2 25 | 1.7% | 14.7% | ||
| Q1 25 | 9.4% | 17.5% | ||
| Q4 24 | 9.2% | 18.6% | ||
| Q3 24 | 9.3% | — | ||
| Q2 24 | 11.2% | 17.1% | ||
| Q1 24 | 9.0% | 16.7% |
净利率AMCRRJF
| Q4 25 | 3.2% | 13.5% | ||
| Q3 25 | 4.6% | 14.4% | ||
| Q2 25 | -0.8% | 11.3% | ||
| Q1 25 | 5.9% | 12.9% | ||
| Q4 24 | 5.0% | 14.9% | ||
| Q3 24 | 5.7% | 15.0% | ||
| Q2 24 | 7.3% | 13.1% | ||
| Q1 24 | 5.5% | 13.1% |
每股收益（稀释后）AMCRRJF
| Q4 25 | $0.38 | $2.79 | ||
| Q3 25 | $0.11 | $2.96 | ||
| Q2 25 | $-0.06 | $2.12 | ||
| Q1 25 | $0.14 | $2.36 | ||
| Q4 24 | $0.11 | $2.86 | ||
| Q3 24 | $0.13 | $2.85 | ||
| Q2 24 | $0.18 | $2.31 | ||
| Q1 24 | $0.13 | $2.22 |
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 | $9.9B |
| 总债务越低越好 | $14.6B | — |
| 股东权益账面价值 | $11.6B | $12.6B |
| 总资产 | $37.0B | $88.8B |
| 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AMCRRJF
| Q4 25 | $1.1B | $9.9B | ||
| Q3 25 | $825.0M | $11.4B | ||
| Q2 25 | $827.0M | $9.2B | ||
| Q1 25 | $2.0B | $9.7B | ||
| Q4 24 | $445.0M | $10.0B | ||
| Q3 24 | $432.0M | $11.0B | ||
| Q2 24 | $588.0M | $9.1B | ||
| Q1 24 | $457.0M | $10.0B |
总债务AMCRRJF
| 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AMCRRJF
| Q4 25 | $11.6B | $12.6B | ||
| Q3 25 | $11.7B | $12.5B | ||
| Q2 25 | $11.7B | $12.3B | ||
| Q1 25 | $3.9B | $12.2B | ||
| Q4 24 | $3.8B | $11.9B | ||
| Q3 24 | $3.9B | $11.7B | ||
| Q2 24 | $3.9B | $11.2B | ||
| Q1 24 | $3.9B | $11.0B |
总资产AMCRRJF
| Q4 25 | $37.0B | $88.8B | ||
| Q3 25 | $37.1B | $88.2B | ||
| Q2 25 | $37.1B | $84.8B | ||
| Q1 25 | $18.0B | $83.1B | ||
| Q4 24 | $16.2B | $82.3B | ||
| Q3 24 | $16.9B | $83.0B | ||
| Q2 24 | $16.5B | $80.6B | ||
| Q1 24 | $16.7B | $81.2B |
负债/权益比AMCRRJF
| 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 | $-10.0M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $-56.0M |
| 自由现金流率自由现金流/营收 | 5.2% | -1.3% |
| 资本支出强度资本支出/营收 | 4.1% | 1.1% |
| 现金转化率经营现金流/净利润 | 2.84× | -0.02× |
| 过去12个月自由现金流最近4个季度 | $805.0M | $1.4B |
8季度趋势，按日历期对齐
经营现金流AMCRRJF
| Q4 25 | $503.0M | $-10.0M | ||
| Q3 25 | $-133.0M | $796.0M | ||
| Q2 25 | $1.1B | $691.0M | ||
| Q1 25 | $117.0M | $117.0M | ||
| Q4 24 | $428.0M | $830.0M | ||
| Q3 24 | $-269.0M | $510.0M | ||
| Q2 24 | $943.0M | $711.0M | ||
| Q1 24 | $150.0M | $391.0M |
自由现金流AMCRRJF
| Q4 25 | $282.0M | $-56.0M | ||
| Q3 25 | $-371.0M | $752.0M | ||
| Q2 25 | $894.0M | $634.0M | ||
| Q1 25 | $0 | $71.0M | ||
| Q4 24 | $330.0M | $789.0M | ||
| Q3 24 | $-414.0M | $460.0M | ||
| Q2 24 | $809.0M | $655.0M | ||
| Q1 24 | $37.0M | $342.0M |
自由现金流率AMCRRJF
| Q4 25 | 5.2% | -1.3% | ||
| Q3 25 | -6.5% | 17.9% | ||
| Q2 25 | 17.6% | 16.5% | ||
| Q1 25 | 0.0% | 1.8% | ||
| Q4 24 | 10.2% | 19.6% | ||
| Q3 24 | -12.3% | 11.5% | ||
| Q2 24 | 22.9% | 17.4% | ||
| Q1 24 | 1.1% | 9.4% |
资本支出强度AMCRRJF
| Q4 25 | 4.1% | 1.1% | ||
| Q3 25 | 4.1% | 1.1% | ||
| Q2 25 | 4.3% | 1.5% | ||
| Q1 25 | 3.5% | 1.2% | ||
| Q4 24 | 3.0% | 1.0% | ||
| Q3 24 | 4.3% | 1.2% | ||
| Q2 24 | 3.8% | 1.5% | ||
| Q1 24 | 3.3% | 1.3% |
现金转化率AMCRRJF
| Q4 25 | 2.84× | -0.02× | ||
| Q3 25 | -0.51× | 1.32× | ||
| Q2 25 | — | 1.58× | ||
| Q1 25 | 0.60× | 0.24× | ||
| Q4 24 | 2.63× | 1.38× | ||
| Q3 24 | -1.41× | 0.85× | ||
| Q2 24 | 3.67× | 1.45× | ||
| Q1 24 | 0.80× | 0.82× |
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% |
RJF
暂无分部数据
