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安姆科（AMCR）与Sylvamo Corp（SLVM）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Sylvamo Corp的6.1倍（$5.4B vs $890.0M）。Sylvamo Corp净利率更高（3.7% vs 3.2%，领先0.5%）。安姆科同比增速更快（68.1% vs -8.2%）。安姆科自由现金流更多（$282.0M vs $38.0M）。过去两年安姆科的营收复合增速更高（26.4% vs -0.8%）
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。
西尔瓦莫公司是全球领先的可持续纸浆与纸品生产商，核心产品包括非涂布印刷纸、包装纸及商用纸浆，业务覆盖北美、欧洲、拉美地区，服务办公耗材、出版、商业印刷、包装等多个领域。
AMCR vs SLVM — 直观对比
营收规模更大
AMCR
是对方的6.1倍
$890.0M
营收增速更快
AMCR
高出76.4%
-8.2%
净利率更高
SLVM
高出0.5%
3.2%
自由现金流更多
AMCR
多$244.0M
$38.0M
两年增速更快
AMCR
近两年复合增速
-0.8%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $890.0M |
| 净利润 | $177.0M | $33.0M |
| 毛利率 | 19.1% | — |
| 营业利润率 | 6.1% | 8.9% |
| 净利率 | 3.2% | 3.7% |
| 营收同比 | 68.1% | -8.2% |
| 净利润同比 | 8.6% | -59.3% |
| 每股收益（稀释后） | $0.38 | $0.81 |
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AMCRSLVM
| Q4 25 | $5.4B | $890.0M | ||
| Q3 25 | $5.7B | $846.0M | ||
| Q2 25 | $5.1B | $794.0M | ||
| Q1 25 | $3.3B | $821.0M | ||
| Q4 24 | $3.2B | $970.0M | ||
| Q3 24 | $3.4B | $965.0M | ||
| Q2 24 | $3.5B | $933.0M | ||
| Q1 24 | $3.4B | $905.0M |
净利润AMCRSLVM
| Q4 25 | $177.0M | $33.0M | ||
| Q3 25 | $262.0M | $57.0M | ||
| Q2 25 | $-39.0M | $15.0M | ||
| Q1 25 | $196.0M | $27.0M | ||
| Q4 24 | $163.0M | $81.0M | ||
| Q3 24 | $191.0M | $95.0M | ||
| Q2 24 | $257.0M | $83.0M | ||
| Q1 24 | $187.0M | $43.0M |
毛利率AMCRSLVM
| 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AMCRSLVM
| Q4 25 | 6.1% | 8.9% | ||
| Q3 25 | 8.0% | 11.6% | ||
| Q2 25 | 1.7% | 3.8% | ||
| Q1 25 | 9.4% | 5.4% | ||
| Q4 24 | 9.2% | 11.2% | ||
| Q3 24 | 9.3% | 15.5% | ||
| Q2 24 | 11.2% | 13.1% | ||
| Q1 24 | 9.0% | 8.0% |
净利率AMCRSLVM
| Q4 25 | 3.2% | 3.7% | ||
| Q3 25 | 4.6% | 6.7% | ||
| Q2 25 | -0.8% | 1.9% | ||
| Q1 25 | 5.9% | 3.3% | ||
| Q4 24 | 5.0% | 8.4% | ||
| Q3 24 | 5.7% | 9.8% | ||
| Q2 24 | 7.3% | 8.9% | ||
| Q1 24 | 5.5% | 4.8% |
每股收益（稀释后）AMCRSLVM
| Q4 25 | $0.38 | $0.81 | ||
| Q3 25 | $0.11 | $1.41 | ||
| Q2 25 | $-0.06 | $0.37 | ||
| Q1 25 | $0.14 | $0.65 | ||
| Q4 24 | $0.11 | $1.91 | ||
| Q3 24 | $0.13 | $2.27 | ||
| Q2 24 | $0.18 | $1.98 | ||
| Q1 24 | $0.13 | $1.02 |
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 | $198.0M |
| 总债务越低越好 | $14.6B | $763.0M |
| 股东权益账面价值 | $11.6B | $966.0M |
| 总资产 | $37.0B | $2.8B |
| 负债/权益比越低杠杆越低 | 1.26× | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资AMCRSLVM
| Q4 25 | $1.1B | $198.0M | ||
| Q3 25 | $825.0M | $146.0M | ||
| Q2 25 | $827.0M | $183.0M | ||
| Q1 25 | $2.0B | $220.0M | ||
| Q4 24 | $445.0M | $309.0M | ||
| Q3 24 | $432.0M | $414.0M | ||
| Q2 24 | $588.0M | $213.0M | ||
| Q1 24 | $457.0M | $218.0M |
总债务AMCRSLVM
| Q4 25 | $14.6B | $763.0M | ||
| Q3 25 | $12.8B | $778.0M | ||
| Q2 25 | $13.8B | $767.0M | ||
| Q1 25 | $8.6B | $794.0M | ||
| Q4 24 | $6.8B | $782.0M | ||
| Q3 24 | $7.2B | $883.0M | ||
| Q2 24 | $6.6B | $894.0M | ||
| Q1 24 | $7.1B | $921.0M |
股东权益AMCRSLVM
| Q4 25 | $11.6B | $966.0M | ||
| Q3 25 | $11.7B | $977.0M | ||
| Q2 25 | $11.7B | $959.0M | ||
| Q1 25 | $3.9B | $908.0M | ||
| Q4 24 | $3.8B | $847.0M | ||
| Q3 24 | $3.9B | $937.0M | ||
| Q2 24 | $3.9B | $830.0M | ||
| Q1 24 | $3.9B | $889.0M |
总资产AMCRSLVM
| Q4 25 | $37.0B | $2.8B | ||
| Q3 25 | $37.1B | $2.7B | ||
| Q2 25 | $37.1B | $2.7B | ||
| Q1 25 | $18.0B | $2.6B | ||
| Q4 24 | $16.2B | $2.6B | ||
| Q3 24 | $16.9B | $2.9B | ||
| Q2 24 | $16.5B | $2.7B | ||
| Q1 24 | $16.7B | $2.6B |
负债/权益比AMCRSLVM
| Q4 25 | 1.26× | 0.79× | ||
| Q3 25 | 1.09× | 0.80× | ||
| Q2 25 | 1.18× | 0.80× | ||
| Q1 25 | 2.24× | 0.87× | ||
| Q4 24 | 1.81× | 0.92× | ||
| Q3 24 | 1.83× | 0.94× | ||
| Q2 24 | 1.70× | 1.08× | ||
| Q1 24 | 1.79× | 1.04× |
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 | $94.0M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $38.0M |
| 自由现金流率自由现金流/营收 | 5.2% | 4.3% |
| 资本支出强度资本支出/营收 | 4.1% | 6.3% |
| 现金转化率经营现金流/净利润 | 2.84× | 2.85× |
| 过去12个月自由现金流最近4个季度 | $805.0M | $44.0M |
8季度趋势，按日历期对齐
经营现金流AMCRSLVM
| Q4 25 | $503.0M | $94.0M | ||
| Q3 25 | $-133.0M | $87.0M | ||
| Q2 25 | $1.1B | $64.0M | ||
| Q1 25 | $117.0M | $23.0M | ||
| Q4 24 | $428.0M | $164.0M | ||
| Q3 24 | $-269.0M | $163.0M | ||
| Q2 24 | $943.0M | $115.0M | ||
| Q1 24 | $150.0M | $27.0M |
自由现金流AMCRSLVM
| Q4 25 | $282.0M | $38.0M | ||
| Q3 25 | $-371.0M | $33.0M | ||
| Q2 25 | $894.0M | $-2.0M | ||
| Q1 25 | $0 | $-25.0M | ||
| Q4 24 | $330.0M | $100.0M | ||
| Q3 24 | $-414.0M | $119.0M | ||
| Q2 24 | $809.0M | $62.0M | ||
| Q1 24 | $37.0M | $-33.0M |
自由现金流率AMCRSLVM
| Q4 25 | 5.2% | 4.3% | ||
| Q3 25 | -6.5% | 3.9% | ||
| Q2 25 | 17.6% | -0.3% | ||
| Q1 25 | 0.0% | -3.0% | ||
| Q4 24 | 10.2% | 10.3% | ||
| Q3 24 | -12.3% | 12.3% | ||
| Q2 24 | 22.9% | 6.6% | ||
| Q1 24 | 1.1% | -3.6% |
资本支出强度AMCRSLVM
| Q4 25 | 4.1% | 6.3% | ||
| Q3 25 | 4.1% | 6.4% | ||
| Q2 25 | 4.3% | 8.3% | ||
| Q1 25 | 3.5% | 5.8% | ||
| Q4 24 | 3.0% | 6.6% | ||
| Q3 24 | 4.3% | 4.6% | ||
| Q2 24 | 3.8% | 5.7% | ||
| Q1 24 | 3.3% | 6.6% |
现金转化率AMCRSLVM
| Q4 25 | 2.84× | 2.85× | ||
| Q3 25 | -0.51× | 1.53× | ||
| Q2 25 | — | 4.27× | ||
| Q1 25 | 0.60× | 0.85× | ||
| Q4 24 | 2.63× | 2.02× | ||
| Q3 24 | -1.41× | 1.72× | ||
| Q2 24 | 3.67× | 1.39× | ||
| Q1 24 | 0.80× | 0.63× |
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% |
SLVM
暂无分部数据
