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安姆科（AMCR）与ROGERS CORP（ROG）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ROGERS CORP的27.0倍（$5.4B vs $201.5M）。安姆科净利率更高（3.2% vs 2.3%，领先1.0%）。安姆科同比增速更快（68.1% vs 4.8%）。安姆科自由现金流更多（$282.0M vs $42.2M）。过去两年安姆科的营收复合增速更高（26.4% vs -2.8%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
AMCR vs ROG — 直观对比
营收规模更大
AMCR
是对方的27.0倍
$201.5M
营收增速更快
AMCR
高出63.3%
4.8%
净利率更高
AMCR
高出1.0%
2.3%
自由现金流更多
AMCR
多$239.8M
$42.2M
两年增速更快
AMCR
近两年复合增速
-2.8%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $201.5M |
| 净利润 | $177.0M | $4.6M |
| 毛利率 | 19.1% | 31.5% |
| 营业利润率 | 6.1% | 3.5% |
| 净利率 | 3.2% | 2.3% |
| 营收同比 | 68.1% | 4.8% |
| 净利润同比 | 8.6% | 1020.0% |
| 每股收益（稀释后） | $0.38 | $0.20 |
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AMCRROG
| Q4 25 | $5.4B | $201.5M | ||
| Q3 25 | $5.7B | $216.0M | ||
| Q2 25 | $5.1B | $202.8M | ||
| Q1 25 | $3.3B | $190.5M | ||
| Q4 24 | $3.2B | $192.2M | ||
| Q3 24 | $3.4B | $210.3M | ||
| Q2 24 | $3.5B | $214.2M | ||
| Q1 24 | $3.4B | $213.4M |
净利润AMCRROG
| Q4 25 | $177.0M | $4.6M | ||
| Q3 25 | $262.0M | $8.6M | ||
| Q2 25 | $-39.0M | $-73.6M | ||
| Q1 25 | $196.0M | $-1.4M | ||
| Q4 24 | $163.0M | $-500.0K | ||
| Q3 24 | $191.0M | $10.7M | ||
| Q2 24 | $257.0M | $8.1M | ||
| Q1 24 | $187.0M | $7.8M |
毛利率AMCRROG
| Q4 25 | 19.1% | 31.5% | ||
| Q3 25 | 19.6% | 33.5% | ||
| Q2 25 | 17.6% | 31.6% | ||
| Q1 25 | 19.6% | 29.9% | ||
| Q4 24 | 19.3% | 32.1% | ||
| Q3 24 | 19.7% | 35.2% | ||
| Q2 24 | 21.3% | 34.1% | ||
| Q1 24 | 20.3% | 32.0% |
营业利润率AMCRROG
| Q4 25 | 6.1% | 3.5% | ||
| Q3 25 | 8.0% | 7.3% | ||
| Q2 25 | 1.7% | -33.3% | ||
| Q1 25 | 9.4% | -0.2% | ||
| Q4 24 | 9.2% | -6.6% | ||
| Q3 24 | 9.3% | 6.9% | ||
| Q2 24 | 11.2% | 5.3% | ||
| Q1 24 | 9.0% | 5.5% |
净利率AMCRROG
| Q4 25 | 3.2% | 2.3% | ||
| Q3 25 | 4.6% | 4.0% | ||
| Q2 25 | -0.8% | -36.3% | ||
| Q1 25 | 5.9% | -0.7% | ||
| Q4 24 | 5.0% | -0.3% | ||
| Q3 24 | 5.7% | 5.1% | ||
| Q2 24 | 7.3% | 3.8% | ||
| Q1 24 | 5.5% | 3.7% |
每股收益（稀释后）AMCRROG
| Q4 25 | $0.38 | $0.20 | ||
| Q3 25 | $0.11 | $0.48 | ||
| Q2 25 | $-0.06 | $-4.00 | ||
| Q1 25 | $0.14 | $-0.08 | ||
| Q4 24 | $0.11 | $-0.04 | ||
| Q3 24 | $0.13 | $0.58 | ||
| Q2 24 | $0.18 | $0.44 | ||
| Q1 24 | $0.13 | $0.42 |
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 | $197.0M |
| 总债务越低越好 | $14.6B | — |
| 股东权益账面价值 | $11.6B | $1.2B |
| 总资产 | $37.0B | $1.4B |
| 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AMCRROG
| Q4 25 | $1.1B | $197.0M | ||
| Q3 25 | $825.0M | $167.8M | ||
| Q2 25 | $827.0M | $157.2M | ||
| Q1 25 | $2.0B | $175.6M | ||
| Q4 24 | $445.0M | $159.8M | ||
| Q3 24 | $432.0M | $146.4M | ||
| Q2 24 | $588.0M | $119.9M | ||
| Q1 24 | $457.0M | $116.9M |
总债务AMCRROG
| 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AMCRROG
| Q4 25 | $11.6B | $1.2B | ||
| Q3 25 | $11.7B | $1.2B | ||
| Q2 25 | $11.7B | $1.2B | ||
| Q1 25 | $3.9B | $1.3B | ||
| Q4 24 | $3.8B | $1.3B | ||
| Q3 24 | $3.9B | $1.3B | ||
| Q2 24 | $3.9B | $1.3B | ||
| Q1 24 | $3.9B | $1.3B |
总资产AMCRROG
| Q4 25 | $37.0B | $1.4B | ||
| Q3 25 | $37.1B | $1.4B | ||
| Q2 25 | $37.1B | $1.5B | ||
| Q1 25 | $18.0B | $1.5B | ||
| Q4 24 | $16.2B | $1.5B | ||
| Q3 24 | $16.9B | $1.5B | ||
| Q2 24 | $16.5B | $1.5B | ||
| Q1 24 | $16.7B | $1.5B |
负债/权益比AMCRROG
| 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 | $46.9M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $42.2M |
| 自由现金流率自由现金流/营收 | 5.2% | 20.9% |
| 资本支出强度资本支出/营收 | 4.1% | 2.3% |
| 现金转化率经营现金流/净利润 | 2.84× | 10.20× |
| 过去12个月自由现金流最近4个季度 | $805.0M | $71.1M |
8季度趋势，按日历期对齐
经营现金流AMCRROG
| Q4 25 | $503.0M | $46.9M | ||
| Q3 25 | $-133.0M | $28.9M | ||
| Q2 25 | $1.1B | $13.7M | ||
| Q1 25 | $117.0M | $11.7M | ||
| Q4 24 | $428.0M | $33.7M | ||
| Q3 24 | $-269.0M | $42.4M | ||
| Q2 24 | $943.0M | $22.9M | ||
| Q1 24 | $150.0M | $28.1M |
自由现金流AMCRROG
| Q4 25 | $282.0M | $42.2M | ||
| Q3 25 | $-371.0M | $21.2M | ||
| Q2 25 | $894.0M | $5.6M | ||
| Q1 25 | $0 | $2.1M | ||
| Q4 24 | $330.0M | $18.3M | ||
| Q3 24 | $-414.0M | $25.2M | ||
| Q2 24 | $809.0M | $8.8M | ||
| Q1 24 | $37.0M | $18.7M |
自由现金流率AMCRROG
| Q4 25 | 5.2% | 20.9% | ||
| Q3 25 | -6.5% | 9.8% | ||
| Q2 25 | 17.6% | 2.8% | ||
| Q1 25 | 0.0% | 1.1% | ||
| Q4 24 | 10.2% | 9.5% | ||
| Q3 24 | -12.3% | 12.0% | ||
| Q2 24 | 22.9% | 4.1% | ||
| Q1 24 | 1.1% | 8.8% |
资本支出强度AMCRROG
| Q4 25 | 4.1% | 2.3% | ||
| Q3 25 | 4.1% | 3.6% | ||
| Q2 25 | 4.3% | 4.0% | ||
| Q1 25 | 3.5% | 5.0% | ||
| Q4 24 | 3.0% | 8.0% | ||
| Q3 24 | 4.3% | 8.2% | ||
| Q2 24 | 3.8% | 6.6% | ||
| Q1 24 | 3.3% | 4.4% |
现金转化率AMCRROG
| Q4 25 | 2.84× | 10.20× | ||
| Q3 25 | -0.51× | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.60× | — | ||
| Q4 24 | 2.63× | — | ||
| Q3 24 | -1.41× | 3.96× | ||
| Q2 24 | 3.67× | 2.83× | ||
| Q1 24 | 0.80× | 3.60× |
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% |
ROG
| Elastomeric Material Solutions | $80.5M | 40% |
| Transferred At Point In Time | $69.7M | 35% |
| Transferred Over Time | $47.6M | 24% |
