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安姆科（AMCR）与Champion Homes, Inc.（SKY）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Champion Homes, Inc.的8.3倍（$5.4B vs $656.6M）。Champion Homes, Inc.净利率更高（8.3% vs 3.2%，领先5.0%）。安姆科同比增速更快（68.1% vs 1.8%）。安姆科自由现金流更多（$282.0M vs $92.9M）。过去两年安姆科的营收复合增速更高（26.4% vs 10.6%）
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。
Champion Homes, Inc.是移动及模块化住宅制造企业，为北美头部模块化住宅建造商之一，业务覆盖美国及加拿大西部地区，提供工厂预制住宅产品，可满足不同场景的居住需求，凭借工业化生产优势保障住房品质与交付效率。
AMCR vs SKY — 直观对比
营收规模更大
AMCR
是对方的8.3倍
$656.6M
营收增速更快
AMCR
高出66.3%
1.8%
净利率更高
SKY
高出5.0%
3.2%
自由现金流更多
AMCR
多$189.1M
$92.9M
两年增速更快
AMCR
近两年复合增速
10.6%
损益表 — Q2 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $656.6M |
| 净利润 | $177.0M | $54.3M |
| 毛利率 | 19.1% | 26.2% |
| 营业利润率 | 6.1% | 9.5% |
| 净利率 | 3.2% | 8.3% |
| 营收同比 | 68.1% | 1.8% |
| 净利润同比 | 8.6% | -11.7% |
| 每股收益（稀释后） | $0.38 | $0.97 |
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AMCRSKY
| Q4 25 | $5.4B | $656.6M | ||
| Q3 25 | $5.7B | $684.4M | ||
| Q2 25 | $5.1B | $701.3M | ||
| Q1 25 | $3.3B | $593.9M | ||
| Q4 24 | $3.2B | $644.9M | ||
| Q3 24 | $3.4B | $616.9M | ||
| Q2 24 | $3.5B | $627.8M | ||
| Q1 24 | $3.4B | $536.4M |
净利润AMCRSKY
| Q4 25 | $177.0M | $54.3M | ||
| Q3 25 | $262.0M | $58.2M | ||
| Q2 25 | $-39.0M | $64.7M | ||
| Q1 25 | $196.0M | $36.3M | ||
| Q4 24 | $163.0M | $61.5M | ||
| Q3 24 | $191.0M | $54.7M | ||
| Q2 24 | $257.0M | $45.8M | ||
| Q1 24 | $187.0M | $2.8M |
毛利率AMCRSKY
| Q4 25 | 19.1% | 26.2% | ||
| Q3 25 | 19.6% | 27.5% | ||
| Q2 25 | 17.6% | 27.1% | ||
| Q1 25 | 19.6% | 25.7% | ||
| Q4 24 | 19.3% | 28.1% | ||
| Q3 24 | 19.7% | 27.0% | ||
| Q2 24 | 21.3% | 26.2% | ||
| Q1 24 | 20.3% | 18.3% |
营业利润率AMCRSKY
| Q4 25 | 6.1% | 9.5% | ||
| Q3 25 | 8.0% | 10.9% | ||
| Q2 25 | 1.7% | 11.2% | ||
| Q1 25 | 9.4% | 7.1% | ||
| Q4 24 | 9.2% | 11.3% | ||
| Q3 24 | 9.3% | 10.8% | ||
| Q2 24 | 11.2% | 8.8% | ||
| Q1 24 | 9.0% | 1.4% |
净利率AMCRSKY
| Q4 25 | 3.2% | 8.3% | ||
| Q3 25 | 4.6% | 8.5% | ||
| Q2 25 | -0.8% | 9.2% | ||
| Q1 25 | 5.9% | 6.1% | ||
| Q4 24 | 5.0% | 9.5% | ||
| Q3 24 | 5.7% | 8.9% | ||
| Q2 24 | 7.3% | 7.3% | ||
| Q1 24 | 5.5% | 0.5% |
每股收益（稀释后）AMCRSKY
| Q4 25 | $0.38 | $0.97 | ||
| Q3 25 | $0.11 | $1.03 | ||
| Q2 25 | $-0.06 | $1.13 | ||
| Q1 25 | $0.14 | $0.63 | ||
| Q4 24 | $0.11 | $1.06 | ||
| Q3 24 | $0.13 | $0.94 | ||
| Q2 24 | $0.18 | $0.79 | ||
| Q1 24 | $0.13 | $0.04 |
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 | $659.8M |
| 总债务越低越好 | $14.6B | — |
| 股东权益账面价值 | $11.6B | $1.6B |
| 总资产 | $37.0B | $2.1B |
| 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AMCRSKY
| Q4 25 | $1.1B | $659.8M | ||
| Q3 25 | $825.0M | $618.7M | ||
| Q2 25 | $827.0M | $605.3M | ||
| Q1 25 | $2.0B | $610.3M | ||
| Q4 24 | $445.0M | $581.8M | ||
| Q3 24 | $432.0M | $570.2M | ||
| Q2 24 | $588.0M | $548.9M | ||
| Q1 24 | $457.0M | $495.1M |
总债务AMCRSKY
| 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AMCRSKY
| Q4 25 | $11.6B | $1.6B | ||
| Q3 25 | $11.7B | $1.6B | ||
| Q2 25 | $11.7B | $1.6B | ||
| Q1 25 | $3.9B | $1.5B | ||
| Q4 24 | $3.8B | $1.5B | ||
| Q3 24 | $3.9B | $1.5B | ||
| Q2 24 | $3.9B | $1.5B | ||
| Q1 24 | $3.9B | $1.4B |
总资产AMCRSKY
| Q4 25 | $37.0B | $2.1B | ||
| Q3 25 | $37.1B | $2.1B | ||
| Q2 25 | $37.1B | $2.1B | ||
| Q1 25 | $18.0B | $2.1B | ||
| Q4 24 | $16.2B | $2.0B | ||
| Q3 24 | $16.9B | $2.0B | ||
| Q2 24 | $16.5B | $2.0B | ||
| Q1 24 | $16.7B | $1.9B |
负债/权益比AMCRSKY
| 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 | $100.0M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $92.9M |
| 自由现金流率自由现金流/营收 | 5.2% | 14.1% |
| 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× | 1.84× |
| 过去12个月自由现金流最近4个季度 | $805.0M | $259.7M |
8季度趋势，按日历期对齐
经营现金流AMCRSKY
| Q4 25 | $503.0M | $100.0M | ||
| Q3 25 | $-133.0M | $75.9M | ||
| Q2 25 | $1.1B | $75.3M | ||
| Q1 25 | $117.0M | $46.0M | ||
| Q4 24 | $428.0M | $50.4M | ||
| Q3 24 | $-269.0M | $59.8M | ||
| Q2 24 | $943.0M | $84.6M | ||
| Q1 24 | $150.0M | — |
自由现金流AMCRSKY
| Q4 25 | $282.0M | $92.9M | ||
| Q3 25 | $-371.0M | $67.0M | ||
| Q2 25 | $894.0M | $66.4M | ||
| Q1 25 | $0 | $33.4M | ||
| Q4 24 | $330.0M | $37.3M | ||
| Q3 24 | $-414.0M | $45.7M | ||
| Q2 24 | $809.0M | $73.9M | ||
| Q1 24 | $37.0M | — |
自由现金流率AMCRSKY
| Q4 25 | 5.2% | 14.1% | ||
| Q3 25 | -6.5% | 9.8% | ||
| Q2 25 | 17.6% | 9.5% | ||
| Q1 25 | 0.0% | 5.6% | ||
| Q4 24 | 10.2% | 5.8% | ||
| Q3 24 | -12.3% | 7.4% | ||
| Q2 24 | 22.9% | 11.8% | ||
| Q1 24 | 1.1% | — |
资本支出强度AMCRSKY
| Q4 25 | 4.1% | 1.1% | ||
| Q3 25 | 4.1% | 1.3% | ||
| Q2 25 | 4.3% | 1.3% | ||
| Q1 25 | 3.5% | 2.1% | ||
| Q4 24 | 3.0% | 2.0% | ||
| Q3 24 | 4.3% | 2.3% | ||
| Q2 24 | 3.8% | 1.7% | ||
| Q1 24 | 3.3% | — |
现金转化率AMCRSKY
| Q4 25 | 2.84× | 1.84× | ||
| Q3 25 | -0.51× | 1.30× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | 0.60× | 1.27× | ||
| Q4 24 | 2.63× | 0.82× | ||
| Q3 24 | -1.41× | 1.09× | ||
| Q2 24 | 3.67× | 1.85× | ||
| Q1 24 | 0.80× | — |
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% |
SKY
| Manufacturing | $369.7M | 56% |
| Retail | $252.7M | 38% |
| Canadian Factory Built Housing | $25.8M | 4% |
| Transportation And Other | $8.5M | 1% |
