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安姆科(AMCR)与RPM INTERNATIONAL INC(RPM)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RPM INTERNATIONAL INC的2.9倍($5.4B vs $1.9B)。RPM INTERNATIONAL INC净利率更高(8.4% vs 3.2%,领先5.2%)。安姆科同比增速更快(68.1% vs 3.5%)。RPM INTERNATIONAL INC自由现金流更多($296.4M vs $282.0M)。过去两年安姆科的营收复合增速更高(26.4% vs 12.0%)

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。

BVS娱乐前身为Saban制作、Saban国际及Saban娱乐,是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立,最初主营音乐制作,后逐步转向电视节目制作发行业务,最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。

AMCR vs RPM — 直观对比

营收规模更大
AMCR
AMCR
是对方的2.9倍
AMCR
$5.4B
$1.9B
RPM
营收增速更快
AMCR
AMCR
高出64.6%
AMCR
68.1%
3.5%
RPM
净利率更高
RPM
RPM
高出5.2%
RPM
8.4%
3.2%
AMCR
自由现金流更多
RPM
RPM
多$14.4M
RPM
$296.4M
$282.0M
AMCR
两年增速更快
AMCR
AMCR
近两年复合增速
AMCR
26.4%
12.0%
RPM

损益表 — Q2 2026 vs Q2 2026

指标
AMCR
AMCR
RPM
RPM
营收
$5.4B
$1.9B
净利润
$177.0M
$161.2M
毛利率
19.1%
40.8%
营业利润率
6.1%
11.0%
净利率
3.2%
8.4%
营收同比
68.1%
3.5%
净利润同比
8.6%
-12.0%
每股收益(稀释后)
$0.38
$1.26

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
AMCR
AMCR
RPM
RPM
Q4 25
$5.4B
$1.9B
Q3 25
$5.7B
$2.1B
Q2 25
$5.1B
$2.1B
Q1 25
$3.3B
$1.5B
Q4 24
$3.2B
$1.8B
Q3 24
$3.4B
$2.0B
Q2 24
$3.5B
$2.0B
Q1 24
$3.4B
$1.5B
净利润
AMCR
AMCR
RPM
RPM
Q4 25
$177.0M
$161.2M
Q3 25
$262.0M
$227.6M
Q2 25
$-39.0M
$225.8M
Q1 25
$196.0M
$52.0M
Q4 24
$163.0M
$183.2M
Q3 24
$191.0M
$227.7M
Q2 24
$257.0M
$180.6M
Q1 24
$187.0M
$61.2M
毛利率
AMCR
AMCR
RPM
RPM
Q4 25
19.1%
40.8%
Q3 25
19.6%
42.3%
Q2 25
17.6%
42.4%
Q1 25
19.6%
38.4%
Q4 24
19.3%
41.4%
Q3 24
19.7%
42.5%
Q2 24
21.3%
41.4%
Q1 24
20.3%
39.9%
营业利润率
AMCR
AMCR
RPM
RPM
Q4 25
6.1%
11.0%
Q3 25
8.0%
14.1%
Q2 25
1.7%
11.9%
Q1 25
9.4%
2.8%
Q4 24
9.2%
11.5%
Q3 24
9.3%
14.8%
Q2 24
11.2%
11.9%
Q1 24
9.0%
5.5%
净利率
AMCR
AMCR
RPM
RPM
Q4 25
3.2%
8.4%
Q3 25
4.6%
10.8%
Q2 25
-0.8%
10.8%
Q1 25
5.9%
3.5%
Q4 24
5.0%
9.9%
Q3 24
5.7%
11.6%
Q2 24
7.3%
9.0%
Q1 24
5.5%
4.0%
每股收益(稀释后)
AMCR
AMCR
RPM
RPM
Q4 25
$0.38
$1.26
Q3 25
$0.11
$1.77
Q2 25
$-0.06
$1.76
Q1 25
$0.14
$0.40
Q4 24
$0.11
$1.42
Q3 24
$0.13
$1.77
Q2 24
$0.18
$1.40
Q1 24
$0.13
$0.47

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
AMCR
AMCR
RPM
RPM
现金及短期投资手头流动性
$1.1B
$316.6M
总债务越低越好
$14.6B
$2.5B
股东权益账面价值
$11.6B
$3.1B
总资产
$37.0B
$7.9B
负债/权益比越低杠杆越低
1.26×
0.80×

8季度趋势,按日历期对齐

现金及短期投资
AMCR
AMCR
RPM
RPM
Q4 25
$1.1B
$316.6M
Q3 25
$825.0M
$297.1M
Q2 25
$827.0M
$302.1M
Q1 25
$2.0B
$241.9M
Q4 24
$445.0M
$268.7M
Q3 24
$432.0M
$231.6M
Q2 24
$588.0M
$237.4M
Q1 24
$457.0M
$248.9M
总债务
AMCR
AMCR
RPM
RPM
Q4 25
$14.6B
$2.5B
Q3 25
$12.8B
$2.7B
Q2 25
$13.8B
$2.6B
Q1 25
$8.6B
$2.1B
Q4 24
$6.8B
$2.0B
Q3 24
$7.2B
$2.0B
Q2 24
$6.6B
$2.0B
Q1 24
$7.1B
$2.2B
股东权益
AMCR
AMCR
RPM
RPM
Q4 25
$11.6B
$3.1B
Q3 25
$11.7B
$3.1B
Q2 25
$11.7B
$2.9B
Q1 25
$3.9B
$2.7B
Q4 24
$3.8B
$2.7B
Q3 24
$3.9B
$2.6B
Q2 24
$3.9B
$2.5B
Q1 24
$3.9B
$2.3B
总资产
AMCR
AMCR
RPM
RPM
Q4 25
$37.0B
$7.9B
Q3 25
$37.1B
$7.9B
Q2 25
$37.1B
$7.8B
Q1 25
$18.0B
$6.6B
Q4 24
$16.2B
$6.7B
Q3 24
$16.9B
$6.6B
Q2 24
$16.5B
$6.6B
Q1 24
$16.7B
$6.4B
负债/权益比
AMCR
AMCR
RPM
RPM
Q4 25
1.26×
0.80×
Q3 25
1.09×
0.87×
Q2 25
1.18×
0.91×
Q1 25
2.24×
0.78×
Q4 24
1.81×
0.74×
Q3 24
1.83×
0.77×
Q2 24
1.70×
0.79×
Q1 24
1.79×
0.93×

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
AMCR
AMCR
RPM
RPM
经营现金流最新季度
$503.0M
$345.7M
自由现金流经营现金流 - 资本支出
$282.0M
$296.4M
自由现金流率自由现金流/营收
5.2%
15.5%
资本支出强度资本支出/营收
4.1%
2.6%
现金转化率经营现金流/净利润
2.84×
2.14×
过去12个月自由现金流最近4个季度
$805.0M
$582.9M

8季度趋势,按日历期对齐

经营现金流
AMCR
AMCR
RPM
RPM
Q4 25
$503.0M
$345.7M
Q3 25
$-133.0M
$237.5M
Q2 25
$1.1B
$149.2M
Q1 25
$117.0M
$91.5M
Q4 24
$428.0M
$279.4M
Q3 24
$-269.0M
$248.1M
Q2 24
$943.0M
$181.2M
Q1 24
$150.0M
$173.4M
自由现金流
AMCR
AMCR
RPM
RPM
Q4 25
$282.0M
$296.4M
Q3 25
$-371.0M
$175.0M
Q2 25
$894.0M
$78.2M
Q1 25
$0
$33.3M
Q4 24
$330.0M
$229.5M
Q3 24
$-414.0M
$197.3M
Q2 24
$809.0M
$105.3M
Q1 24
$37.0M
$124.6M
自由现金流率
AMCR
AMCR
RPM
RPM
Q4 25
5.2%
15.5%
Q3 25
-6.5%
8.3%
Q2 25
17.6%
3.8%
Q1 25
0.0%
2.3%
Q4 24
10.2%
12.4%
Q3 24
-12.3%
10.0%
Q2 24
22.9%
5.2%
Q1 24
1.1%
8.2%
资本支出强度
AMCR
AMCR
RPM
RPM
Q4 25
4.1%
2.6%
Q3 25
4.1%
3.0%
Q2 25
4.3%
3.4%
Q1 25
3.5%
3.9%
Q4 24
3.0%
2.7%
Q3 24
4.3%
2.6%
Q2 24
3.8%
3.8%
Q1 24
3.3%
3.2%
现金转化率
AMCR
AMCR
RPM
RPM
Q4 25
2.84×
2.14×
Q3 25
-0.51×
1.04×
Q2 25
0.66×
Q1 25
0.60×
1.76×
Q4 24
2.63×
1.53×
Q3 24
-1.41×
1.09×
Q2 24
3.67×
1.00×
Q1 24
0.80×
2.83×

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
AMCR

Flexibles Segment$3.2B59%
Rigid Packaging Segment$2.3B42%

RPM
RPM

Construction Products Group Segment$737.4M39%
Consumer Segment$638.6M33%
Performance Coatings Group Segment$533.8M28%

相关对比