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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
是对方的2.9倍
$1.9B
营收增速更快
AMCR
高出64.6%
3.5%
净利率更高
RPM
高出5.2%
3.2%
自由现金流更多
RPM
多$14.4M
$282.0M
两年增速更快
AMCR
近两年复合增速
12.0%
损益表 — Q2 2026 vs Q2 2026
| 指标 | ||
|---|---|---|
| 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
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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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
| Flexibles Segment | $3.2B | 59% |
| Rigid Packaging Segment | $2.3B | 42% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |