vs
安姆科（AMCR）与SONOCO PRODUCTS CO（SON）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SONOCO PRODUCTS CO的3.3倍（$5.4B vs $1.7B）。SONOCO PRODUCTS CO净利率更高（4.1% vs 3.2%，领先0.8%）。安姆科同比增速更快（68.1% vs -1.9%）。安姆科自由现金流更多（$282.0M vs $-428.3B）。过去两年安姆科的营收复合增速更高（26.4% vs 1.6%）
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。
索诺科产品公司是美国多元化包装服务商，主营消费包装、工业产品、防护包装及包装供应链服务，是全球最大的复合罐、纸管和纸芯生产商。公司成立于1889年，年净销售额约73亿美元，在33个国家设有超335个运营点，员工1.99万名，业务覆盖超85个国家，总部位于南卡罗来纳州哈茨维尔。
AMCR vs SON — 直观对比
营收规模更大
AMCR
是对方的3.3倍
$1.7B
营收增速更快
AMCR
高出70.1%
-1.9%
净利率更高
SON
高出0.8%
3.2%
自由现金流更多
AMCR
多$428.6B
$-428.3B
两年增速更快
AMCR
近两年复合增速
1.6%
损益表 — Q2 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $1.7B |
| 净利润 | $177.0M | $68.0M |
| 毛利率 | 19.1% | 20.6% |
| 营业利润率 | 6.1% | 7.6% |
| 净利率 | 3.2% | 4.1% |
| 营收同比 | 68.1% | -1.9% |
| 净利润同比 | 8.6% | 25.9% |
| 每股收益（稀释后） | $0.38 | $0.68 |
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AMCRSON
| Q1 26 | — | $1.7B | ||
| Q4 25 | $5.4B | $1.8B | ||
| Q3 25 | $5.7B | $2.1B | ||
| Q2 25 | $5.1B | $1.9B | ||
| Q1 25 | $3.3B | $1.7B | ||
| Q4 24 | $3.2B | $64.2M | ||
| Q3 24 | $3.4B | $1.7B | ||
| Q2 24 | $3.5B | $1.6B |
净利润AMCRSON
| Q1 26 | — | $68.0M | ||
| Q4 25 | $177.0M | $332.2M | ||
| Q3 25 | $262.0M | $122.9M | ||
| Q2 25 | $-39.0M | $493.4M | ||
| Q1 25 | $196.0M | $54.4M | ||
| Q4 24 | $163.0M | $-43.0M | ||
| Q3 24 | $191.0M | $50.9M | ||
| Q2 24 | $257.0M | $90.8M |
毛利率AMCRSON
| Q1 26 | — | 20.6% | ||
| Q4 25 | 19.1% | 19.6% | ||
| Q3 25 | 19.6% | 21.9% | ||
| Q2 25 | 17.6% | 21.3% | ||
| Q1 25 | 19.6% | 20.7% | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 19.7% | 21.4% | ||
| Q2 24 | 21.3% | 22.0% |
营业利润率AMCRSON
| Q1 26 | — | 7.6% | ||
| Q4 25 | 6.1% | 29.4% | ||
| Q3 25 | 8.0% | 9.1% | ||
| Q2 25 | 1.7% | 9.2% | ||
| Q1 25 | 9.4% | 7.4% | ||
| Q4 24 | 9.2% | -84.8% | ||
| Q3 24 | 9.3% | 7.6% | ||
| Q2 24 | 11.2% | 8.6% |
净利率AMCRSON
| Q1 26 | — | 4.1% | ||
| Q4 25 | 3.2% | 18.8% | ||
| Q3 25 | 4.6% | 5.8% | ||
| Q2 25 | -0.8% | 25.8% | ||
| Q1 25 | 5.9% | 3.2% | ||
| Q4 24 | 5.0% | -67.0% | ||
| Q3 24 | 5.7% | 3.0% | ||
| Q2 24 | 7.3% | 5.6% |
每股收益（稀释后）AMCRSON
| Q1 26 | — | $0.68 | ||
| Q4 25 | $0.38 | $3.33 | ||
| Q3 25 | $0.11 | $1.23 | ||
| Q2 25 | $-0.06 | $4.96 | ||
| Q1 25 | $0.14 | $0.55 | ||
| Q4 24 | $0.11 | $-0.44 | ||
| Q3 24 | $0.13 | $0.51 | ||
| Q2 24 | $0.18 | $0.92 |
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 | $224.5M |
| 总债务越低越好 | $14.6B | $3.5B |
| 股东权益账面价值 | $11.6B | $3.6B |
| 总资产 | $37.0B | $11.1B |
| 负债/权益比越低杠杆越低 | 1.26× | 0.97× |
8季度趋势，按日历期对齐
现金及短期投资AMCRSON
| Q1 26 | — | $224.5M | ||
| Q4 25 | $1.1B | $378.4M | ||
| Q3 25 | $825.0M | $244.9M | ||
| Q2 25 | $827.0M | $329.8M | ||
| Q1 25 | $2.0B | $181.8M | ||
| Q4 24 | $445.0M | $431.0M | ||
| Q3 24 | $432.0M | $1.9B | ||
| Q2 24 | $588.0M | $140.2M |
总债务AMCRSON
| Q1 26 | — | $3.5B | ||
| Q4 25 | $14.6B | $3.8B | ||
| Q3 25 | $12.8B | $3.8B | ||
| Q2 25 | $13.8B | $5.0B | ||
| Q1 25 | $8.6B | $5.0B | ||
| Q4 24 | $6.8B | $5.0B | ||
| Q3 24 | $7.2B | $4.3B | ||
| Q2 24 | $6.6B | $2.5B |
股东权益AMCRSON
| Q1 26 | — | $3.6B | ||
| Q4 25 | $11.6B | $3.6B | ||
| Q3 25 | $11.7B | $3.3B | ||
| Q2 25 | $11.7B | $3.2B | ||
| Q1 25 | $3.9B | $2.4B | ||
| Q4 24 | $3.8B | $2.3B | ||
| Q3 24 | $3.9B | $2.5B | ||
| Q2 24 | $3.9B | $2.4B |
总资产AMCRSON
| Q1 26 | — | $11.1B | ||
| Q4 25 | $37.0B | $11.2B | ||
| Q3 25 | $37.1B | $11.7B | ||
| Q2 25 | $37.1B | $12.0B | ||
| Q1 25 | $18.0B | $12.7B | ||
| Q4 24 | $16.2B | $12.5B | ||
| Q3 24 | $16.9B | $9.0B | ||
| Q2 24 | $16.5B | $7.2B |
负债/权益比AMCRSON
| Q1 26 | — | 0.97× | ||
| Q4 25 | 1.26× | 1.05× | ||
| Q3 25 | 1.09× | 1.15× | ||
| Q2 25 | 1.18× | 1.54× | ||
| Q1 25 | 2.24× | 2.03× | ||
| Q4 24 | 1.81× | 2.19× | ||
| Q3 24 | 1.83× | 1.74× | ||
| Q2 24 | 1.70× | 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 | — |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $-428.3B |
| 自由现金流率自由现金流/营收 | 5.2% | -25547.4% |
| 资本支出强度资本支出/营收 | 4.1% | 3600.5% |
| 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 | $-427.6B |
8季度趋势，按日历期对齐
经营现金流AMCRSON
| Q1 26 | — | — | ||
| Q4 25 | $503.0M | $412.9M | ||
| Q3 25 | $-133.0M | $291.5M | ||
| Q2 25 | $1.1B | $193.4M | ||
| Q1 25 | $117.0M | $-208.1M | ||
| Q4 24 | $428.0M | $396.2M | ||
| Q3 24 | $-269.0M | $162.1M | ||
| Q2 24 | $943.0M | $109.3M |
自由现金流AMCRSON
| Q1 26 | — | $-428.3B | ||
| Q4 25 | $282.0M | $322.3M | ||
| Q3 25 | $-371.0M | $225.6M | ||
| Q2 25 | $894.0M | $98.6M | ||
| Q1 25 | $0 | $-300.8M | ||
| Q4 24 | $330.0M | $274.3M | ||
| Q3 24 | $-414.0M | $70.5M | ||
| Q2 24 | $809.0M | $16.0M |
自由现金流率AMCRSON
| Q1 26 | — | -25547.4% | ||
| Q4 25 | 5.2% | 18.2% | ||
| Q3 25 | -6.5% | 10.6% | ||
| Q2 25 | 17.6% | 5.2% | ||
| Q1 25 | 0.0% | -17.6% | ||
| Q4 24 | 10.2% | 427.6% | ||
| Q3 24 | -12.3% | 4.2% | ||
| Q2 24 | 22.9% | 1.0% |
资本支出强度AMCRSON
| Q1 26 | — | 3600.5% | ||
| Q4 25 | 4.1% | 5.1% | ||
| Q3 25 | 4.1% | 3.1% | ||
| Q2 25 | 4.3% | 5.0% | ||
| Q1 25 | 3.5% | 5.4% | ||
| Q4 24 | 3.0% | 190.0% | ||
| Q3 24 | 4.3% | 5.5% | ||
| Q2 24 | 3.8% | 5.7% |
现金转化率AMCRSON
| Q1 26 | — | — | ||
| Q4 25 | 2.84× | 1.24× | ||
| Q3 25 | -0.51× | 2.37× | ||
| Q2 25 | — | 0.39× | ||
| Q1 25 | 0.60× | -3.82× | ||
| Q4 24 | 2.63× | — | ||
| Q3 24 | -1.41× | 3.18× | ||
| Q2 24 | 3.67× | 1.20× |
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% |
SON
| Consumer Packaging | $1.1B | 65% |
| Industrial Paper Packaging | $587.5M | 35% |
| All Other | $55.1M | 3% |
