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安姆科(AMCR)与SMITH MIDLAND CORP(SMID)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SMITH MIDLAND CORP的235.8倍($5.4B vs $23.1M)。SMITH MIDLAND CORP净利率更高(9.2% vs 3.2%,领先6.0%)。安姆科同比增速更快(68.1% vs 24.7%)。过去两年安姆科的营收复合增速更高(26.4% vs 17.4%)
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。
Smith Midland Corp是一家预制混凝土产品专业制造商,核心产品线包括公路安全护栏、隔音墙、建筑预制面板及雨水管理系统,主要服务北美市场,为各类基建、商用、住宅及工业建筑项目提供耐用可持续的建筑解决方案。
AMCR vs SMID — 直观对比
营收规模更大
AMCR
是对方的235.8倍
$23.1M
营收增速更快
AMCR
高出43.4%
24.7%
净利率更高
SMID
高出6.0%
3.2%
两年增速更快
AMCR
近两年复合增速
17.4%
损益表 — Q2 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $5.4B | $23.1M |
| 净利润 | $177.0M | $2.1M |
| 毛利率 | 19.1% | 57.5% |
| 营业利润率 | 6.1% | 37.8% |
| 净利率 | 3.2% | 9.2% |
| 营收同比 | 68.1% | 24.7% |
| 净利润同比 | 8.6% | 52.5% |
| 每股收益(稀释后) | $0.38 | $0.41 |
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
SMID
| Q4 25 | $5.4B | $23.1M | ||
| Q3 25 | $5.7B | $21.5M | ||
| Q2 25 | $5.1B | $26.2M | ||
| Q1 25 | $3.3B | $22.7M | ||
| Q4 24 | $3.2B | $18.5M | ||
| Q3 24 | $3.4B | $23.6M | ||
| Q2 24 | $3.5B | $19.6M | ||
| Q1 24 | $3.4B | $16.8M |
净利润
AMCR
SMID
| Q4 25 | $177.0M | $2.1M | ||
| Q3 25 | $262.0M | $2.9M | ||
| Q2 25 | $-39.0M | $4.2M | ||
| Q1 25 | $196.0M | $3.3M | ||
| Q4 24 | $163.0M | $1.4M | ||
| Q3 24 | $191.0M | $3.1M | ||
| Q2 24 | $257.0M | $2.0M | ||
| Q1 24 | $187.0M | $1.1M |
毛利率
AMCR
SMID
| Q4 25 | 19.1% | 57.5% | ||
| Q3 25 | 19.6% | 26.8% | ||
| Q2 25 | 17.6% | 0.0% | ||
| Q1 25 | 19.6% | 30.7% | ||
| Q4 24 | 19.3% | 51.4% | ||
| Q3 24 | 19.7% | 27.9% | ||
| Q2 24 | 21.3% | 0.0% | ||
| Q1 24 | 20.3% | 23.3% |
营业利润率
AMCR
SMID
| Q4 25 | 6.1% | 37.8% | ||
| Q3 25 | 8.0% | 18.0% | ||
| Q2 25 | 1.7% | 0.0% | ||
| Q1 25 | 9.4% | 19.3% | ||
| Q4 24 | 9.2% | 24.5% | ||
| Q3 24 | 9.3% | 16.3% | ||
| Q2 24 | 11.2% | 0.0% | ||
| Q1 24 | 9.0% | 9.0% |
净利率
AMCR
SMID
| Q4 25 | 3.2% | 9.2% | ||
| Q3 25 | 4.6% | 13.4% | ||
| Q2 25 | -0.8% | 15.9% | ||
| Q1 25 | 5.9% | 14.7% | ||
| Q4 24 | 5.0% | 7.5% | ||
| Q3 24 | 5.7% | 13.4% | ||
| Q2 24 | 7.3% | 10.1% | ||
| Q1 24 | 5.5% | 6.8% |
每股收益(稀释后)
AMCR
SMID
| Q4 25 | $0.38 | $0.41 | ||
| Q3 25 | $0.11 | $0.54 | ||
| Q2 25 | $-0.06 | $0.79 | ||
| Q1 25 | $0.14 | $0.62 | ||
| Q4 24 | $0.11 | $0.28 | ||
| Q3 24 | $0.13 | $0.59 | ||
| Q2 24 | $0.18 | $0.37 | ||
| Q1 24 | $0.13 | $0.21 |
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 | — |
| 总债务越低越好 | $14.6B | — |
| 股东权益账面价值 | $11.6B | $54.3M |
| 总资产 | $37.0B | $87.7M |
| 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
AMCR
SMID
| Q4 25 | $1.1B | — | ||
| Q3 25 | $825.0M | — | ||
| Q2 25 | $827.0M | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $445.0M | — | ||
| Q3 24 | $432.0M | — | ||
| Q2 24 | $588.0M | — | ||
| Q1 24 | $457.0M | — |
总债务
AMCR
SMID
| 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
AMCR
SMID
| Q4 25 | $11.6B | $54.3M | ||
| Q3 25 | $11.7B | $52.1M | ||
| Q2 25 | $11.7B | $49.2M | ||
| Q1 25 | $3.9B | $45.1M | ||
| Q4 24 | $3.8B | $41.7M | ||
| Q3 24 | $3.9B | $40.3M | ||
| Q2 24 | $3.9B | $37.2M | ||
| Q1 24 | $3.9B | $35.3M |
总资产
AMCR
SMID
| Q4 25 | $37.0B | $87.7M | ||
| Q3 25 | $37.1B | $85.4M | ||
| Q2 25 | $37.1B | $81.2K | ||
| Q1 25 | $18.0B | $74.7M | ||
| Q4 24 | $16.2B | $68.0M | ||
| Q3 24 | $16.9B | $66.6M | ||
| Q2 24 | $16.5B | $64.0M | ||
| Q1 24 | $16.7B | $64.9M |
负债/权益比
AMCR
SMID
| 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 | — |
| 自由现金流经营现金流 - 资本支出 | $282.0M | — |
| 自由现金流率自由现金流/营收 | 5.2% | — |
| 资本支出强度资本支出/营收 | 4.1% | — |
| 现金转化率经营现金流/净利润 | 2.84× | — |
| 过去12个月自由现金流最近4个季度 | $805.0M | — |
8季度趋势,按日历期对齐
经营现金流
AMCR
SMID
| Q4 25 | $503.0M | — | ||
| Q3 25 | $-133.0M | $11.7M | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $117.0M | $2.2M | ||
| Q4 24 | $428.0M | $-645.0K | ||
| Q3 24 | $-269.0M | $3.9M | ||
| Q2 24 | $943.0M | $2.7M | ||
| Q1 24 | $150.0M | $-777.0K |
自由现金流
AMCR
SMID
| Q4 25 | $282.0M | — | ||
| Q3 25 | $-371.0M | $6.3M | ||
| Q2 25 | $894.0M | — | ||
| Q1 25 | $0 | $1.6M | ||
| Q4 24 | $330.0M | $-1.3M | ||
| Q3 24 | $-414.0M | $1.8M | ||
| Q2 24 | $809.0M | $998.0K | ||
| Q1 24 | $37.0M | $-2.6M |
自由现金流率
AMCR
SMID
| Q4 25 | 5.2% | — | ||
| Q3 25 | -6.5% | 29.5% | ||
| Q2 25 | 17.6% | — | ||
| Q1 25 | 0.0% | 7.1% | ||
| Q4 24 | 10.2% | -7.0% | ||
| Q3 24 | -12.3% | 7.8% | ||
| Q2 24 | 22.9% | 5.1% | ||
| Q1 24 | 1.1% | -15.3% |
资本支出强度
AMCR
SMID
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.1% | 25.1% | ||
| Q2 25 | 4.3% | — | ||
| Q1 25 | 3.5% | 2.6% | ||
| Q4 24 | 3.0% | 3.6% | ||
| Q3 24 | 4.3% | 8.6% | ||
| Q2 24 | 3.8% | 8.7% | ||
| Q1 24 | 3.3% | 10.7% |
现金转化率
AMCR
SMID
| Q4 25 | 2.84× | — | ||
| Q3 25 | -0.51× | 4.07× | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.60× | 0.67× | ||
| Q4 24 | 2.63× | -0.46× | ||
| Q3 24 | -1.41× | 1.23× | ||
| Q2 24 | 3.67× | 1.37× | ||
| Q1 24 | 0.80× | -0.68× |
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% |
SMID
| Product Sales | $13.8M | 60% |
| Service Revenue | $9.3M | 40% |