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AMC Networks Inc.（AMCX）与Fabrinet（FN）财务数据对比。点击上方公司名可切换其他公司
Fabrinet的季度营收约是AMC Networks Inc.的1.9倍（$1.1B vs $594.8M），Fabrinet净利率更高（9.9% vs -9.3%，领先19.3%），Fabrinet同比增速更快（35.9% vs -0.8%），AMC Networks Inc.自由现金流更多（$40.4M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs -0.1%）
AMC网络公司是总部位于纽约市的美国独立大众传媒娱乐集团，旗下拥有AMC、BBC美国台、IFC、圣丹斯电视、We TV等多个有线频道，还经营纽约IFC中心艺术影院、独立电影公司、动漫版权发行商，以及AMC+、Acorn TV等多个付费订阅流媒体服务。
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
AMCX vs FN — 直观对比
营收规模更大
FN
是对方的1.9倍
$594.8M
营收增速更快
FN
高出36.7%
-0.8%
净利率更高
FN
高出19.3%
-9.3%
自由现金流更多
AMCX
多$45.8M
$-5.3M
两年增速更快
FN
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $594.8M | $1.1B |
| 净利润 | $-55.5M | $112.6M |
| 毛利率 | 49.7% | 12.2% |
| 营业利润率 | -8.6% | 10.1% |
| 净利率 | -9.3% | 9.9% |
| 营收同比 | -0.8% | 35.9% |
| 净利润同比 | 80.5% | 30.0% |
| 每股收益（稀释后） | $-0.97 | $3.11 |
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AMCXFN
| Q4 25 | $594.8M | $1.1B | ||
| Q3 25 | $561.7M | $978.1M | ||
| Q2 25 | $600.0M | $909.7M | ||
| Q1 25 | $555.2M | $871.8M | ||
| Q4 24 | $599.3M | $833.6M | ||
| Q3 24 | $599.6M | $804.2M | ||
| Q2 24 | $625.9M | $753.3M | ||
| Q1 24 | $596.5M | $731.5M |
净利润AMCXFN
| Q4 25 | $-55.5M | $112.6M | ||
| Q3 25 | $76.5M | $95.9M | ||
| Q2 25 | $50.3M | $87.2M | ||
| Q1 25 | $18.0M | $81.3M | ||
| Q4 24 | $-284.5M | $86.6M | ||
| Q3 24 | $41.4M | $77.4M | ||
| Q2 24 | $-29.2M | $81.1M | ||
| Q1 24 | $45.8M | $80.9M |
毛利率AMCXFN
| Q4 25 | 49.7% | 12.2% | ||
| Q3 25 | 48.2% | 11.9% | ||
| Q2 25 | 52.7% | 12.2% | ||
| Q1 25 | 51.8% | 11.7% | ||
| Q4 24 | 51.2% | 12.1% | ||
| Q3 24 | 52.0% | 12.3% | ||
| Q2 24 | 55.2% | 12.3% | ||
| Q1 24 | 54.5% | 12.4% |
营业利润率AMCXFN
| Q4 25 | -8.6% | 10.1% | ||
| Q3 25 | 9.9% | 9.6% | ||
| Q2 25 | 10.7% | 9.8% | ||
| Q1 25 | 11.6% | 9.0% | ||
| Q4 24 | -42.4% | 9.5% | ||
| Q3 24 | 15.6% | 9.6% | ||
| Q2 24 | 1.7% | 9.7% | ||
| Q1 24 | 18.5% | 9.7% |
净利率AMCXFN
| Q4 25 | -9.3% | 9.9% | ||
| Q3 25 | 13.6% | 9.8% | ||
| Q2 25 | 8.4% | 9.6% | ||
| Q1 25 | 3.3% | 9.3% | ||
| Q4 24 | -47.5% | 10.4% | ||
| Q3 24 | 6.9% | 9.6% | ||
| Q2 24 | -4.7% | 10.8% | ||
| Q1 24 | 7.7% | 11.1% |
每股收益（稀释后）AMCXFN
| Q4 25 | $-0.97 | $3.11 | ||
| Q3 25 | $1.38 | $2.66 | ||
| Q2 25 | $0.91 | $2.41 | ||
| Q1 25 | $0.34 | $2.25 | ||
| Q4 24 | $-6.23 | $2.38 | ||
| Q3 24 | $0.76 | $2.13 | ||
| Q2 24 | $-0.66 | $2.22 | ||
| Q1 24 | $1.03 | $2.21 |
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 | $502.4M | $960.8M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $981.9M | $2.2B |
| 总资产 | $3.9B | $3.3B |
| 负债/权益比越低杠杆越低 | 1.78× | — |
8季度趋势，按日历期对齐
现金及短期投资AMCXFN
| Q4 25 | $502.4M | $960.8M | ||
| Q3 25 | $716.8M | $968.8M | ||
| Q2 25 | $866.4M | $934.2M | ||
| Q1 25 | $870.2M | $950.7M | ||
| Q4 24 | $784.6M | $934.6M | ||
| Q3 24 | $816.4M | $908.9M | ||
| Q2 24 | $802.6M | $858.6M | ||
| Q1 24 | $690.5M | $794.0M |
总债务AMCXFN
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.3B | — |
股东权益AMCXFN
| Q4 25 | $981.9M | $2.2B | ||
| Q3 25 | $1.1B | $2.1B | ||
| Q2 25 | $971.7M | $2.0B | ||
| Q1 25 | $888.8M | $1.9B | ||
| Q4 24 | $855.6M | $1.8B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.1B | $1.7B | ||
| Q1 24 | $1.1B | $1.7B |
总资产AMCXFN
| Q4 25 | $3.9B | $3.3B | ||
| Q3 25 | $4.2B | $3.0B | ||
| Q2 25 | $4.4B | $2.8B | ||
| Q1 25 | $4.3B | $2.6B | ||
| Q4 24 | $4.4B | $2.5B | ||
| Q3 24 | $4.8B | $2.4B | ||
| Q2 24 | $4.9B | $2.3B | ||
| Q1 24 | $4.9B | $2.2B |
负债/权益比AMCXFN
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.82× | — | ||
| Q2 25 | 2.27× | — | ||
| Q1 25 | 2.62× | — | ||
| Q4 24 | 2.73× | — | ||
| Q3 24 | 2.10× | — | ||
| Q2 24 | 2.26× | — | ||
| Q1 24 | 2.17× | — |
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 | $49.2M | $46.3M |
| 自由现金流经营现金流 - 资本支出 | $40.4M | $-5.3M |
| 自由现金流率自由现金流/营收 | 6.8% | -0.5% |
| 资本支出强度资本支出/营收 | 1.5% | 4.6% |
| 现金转化率经营现金流/净利润 | — | 0.41× |
| 过去12个月自由现金流最近4个季度 | $272.4M | $102.3M |
8季度趋势，按日历期对齐
经营现金流AMCXFN
| Q4 25 | $49.2M | $46.3M | ||
| Q3 25 | $44.8M | $102.6M | ||
| Q2 25 | $102.8M | $55.1M | ||
| Q1 25 | $108.8M | $74.2M | ||
| Q4 24 | $58.1M | $115.9M | ||
| Q3 24 | $62.2M | $83.2M | ||
| Q2 24 | $104.4M | $83.1M | ||
| Q1 24 | $150.9M | $100.9M |
自由现金流AMCXFN
| Q4 25 | $40.4M | $-5.3M | ||
| Q3 25 | $42.0M | $57.3M | ||
| Q2 25 | $95.7M | $4.7M | ||
| Q1 25 | $94.2M | $45.7M | ||
| Q4 24 | $37.6M | $94.0M | ||
| Q3 24 | $53.9M | $62.9M | ||
| Q2 24 | $95.2M | $70.4M | ||
| Q1 24 | $144.1M | $87.3M |
自由现金流率AMCXFN
| Q4 25 | 6.8% | -0.5% | ||
| Q3 25 | 7.5% | 5.9% | ||
| Q2 25 | 16.0% | 0.5% | ||
| Q1 25 | 17.0% | 5.2% | ||
| Q4 24 | 6.3% | 11.3% | ||
| Q3 24 | 9.0% | 7.8% | ||
| Q2 24 | 15.2% | 9.3% | ||
| Q1 24 | 24.2% | 11.9% |
资本支出强度AMCXFN
| Q4 25 | 1.5% | 4.6% | ||
| Q3 25 | 0.5% | 4.6% | ||
| Q2 25 | 1.2% | 5.5% | ||
| Q1 25 | 2.6% | 3.3% | ||
| Q4 24 | 3.4% | 2.6% | ||
| Q3 24 | 1.4% | 2.5% | ||
| Q2 24 | 1.5% | 1.7% | ||
| Q1 24 | 1.1% | 1.9% |
现金转化率AMCXFN
| Q4 25 | — | 0.41× | ||
| Q3 25 | 0.59× | 1.07× | ||
| Q2 25 | 2.04× | 0.63× | ||
| Q1 25 | 6.03× | 0.91× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | 1.50× | 1.07× | ||
| Q2 24 | — | 1.02× | ||
| Q1 24 | 3.29× | 1.25× |
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
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
