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AMC Networks Inc.（AMCX）与OUTFRONT Media Inc.（OUT）财务数据对比。点击上方公司名可切换其他公司
AMC Networks Inc.的季度营收约是OUTFRONT Media Inc.的1.2倍（$594.8M vs $513.3M），OUTFRONT Media Inc.净利率更高（18.9% vs -9.3%，领先28.2%），OUTFRONT Media Inc.同比增速更快（4.1% vs -0.8%），OUTFRONT Media Inc.自由现金流更多（$93.3M vs $40.4M），过去两年OUTFRONT Media Inc.的营收复合增速更高（12.1% 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。
OUTFRONT Media Inc.是一家美国广告企业，业务覆盖美国本土，由首席执行官Nick Brien领导美洲区业务，核心经营广告牌及公共交通展示广告两大业务板块，是户外广告领域的重要参与者。
AMCX vs OUT — 直观对比
营收规模更大
AMCX
是对方的1.2倍
$513.3M
营收增速更快
OUT
高出4.8%
-0.8%
净利率更高
OUT
高出28.2%
-9.3%
自由现金流更多
OUT
多$52.9M
$40.4M
两年增速更快
OUT
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $594.8M | $513.3M |
| 净利润 | $-55.5M | $96.8M |
| 毛利率 | 49.7% | — |
| 营业利润率 | -8.6% | 26.0% |
| 净利率 | -9.3% | 18.9% |
| 营收同比 | -0.8% | 4.1% |
| 净利润同比 | 80.5% | 30.8% |
| 每股收益（稀释后） | $-0.97 | $0.57 |
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AMCXOUT
| Q4 25 | $594.8M | $513.3M | ||
| Q3 25 | $561.7M | $467.5M | ||
| Q2 25 | $600.0M | $460.2M | ||
| Q1 25 | $555.2M | $390.7M | ||
| Q4 24 | $599.3M | $493.2M | ||
| Q3 24 | $599.6M | $451.9M | ||
| Q2 24 | $625.9M | $477.3M | ||
| Q1 24 | $596.5M | $408.5M |
净利润AMCXOUT
| Q4 25 | $-55.5M | $96.8M | ||
| Q3 25 | $76.5M | $51.3M | ||
| Q2 25 | $50.3M | $19.5M | ||
| Q1 25 | $18.0M | $-20.6M | ||
| Q4 24 | $-284.5M | $74.0M | ||
| Q3 24 | $41.4M | $34.6M | ||
| Q2 24 | $-29.2M | $176.8M | ||
| Q1 24 | $45.8M | $-27.2M |
毛利率AMCXOUT
| Q4 25 | 49.7% | — | ||
| Q3 25 | 48.2% | — | ||
| Q2 25 | 52.7% | — | ||
| Q1 25 | 51.8% | — | ||
| Q4 24 | 51.2% | — | ||
| Q3 24 | 52.0% | — | ||
| Q2 24 | 55.2% | — | ||
| Q1 24 | 54.5% | — |
营业利润率AMCXOUT
| Q4 25 | -8.6% | 26.0% | ||
| Q3 25 | 9.9% | 19.2% | ||
| Q2 25 | 10.7% | 12.2% | ||
| Q1 25 | 11.6% | 3.6% | ||
| Q4 24 | -42.4% | 22.5% | ||
| Q3 24 | 15.6% | 15.8% | ||
| Q2 24 | 1.7% | 48.0% | ||
| Q1 24 | 18.5% | 3.4% |
净利率AMCXOUT
| Q4 25 | -9.3% | 18.9% | ||
| Q3 25 | 13.6% | 11.0% | ||
| Q2 25 | 8.4% | 4.2% | ||
| Q1 25 | 3.3% | -5.3% | ||
| Q4 24 | -47.5% | 15.0% | ||
| Q3 24 | 6.9% | 7.7% | ||
| Q2 24 | -4.7% | 37.0% | ||
| Q1 24 | 7.7% | -6.7% |
每股收益（稀释后）AMCXOUT
| Q4 25 | $-0.97 | $0.57 | ||
| Q3 25 | $1.38 | $0.29 | ||
| Q2 25 | $0.91 | $0.10 | ||
| Q1 25 | $0.34 | $-0.14 | ||
| Q4 24 | $-6.23 | $0.49 | ||
| Q3 24 | $0.76 | $0.19 | ||
| Q2 24 | $-0.66 | $1.01 | ||
| Q1 24 | $1.03 | $-0.18 |
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 | $99.9M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $981.9M | $710.4M |
| 总资产 | $3.9B | $5.3B |
| 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AMCXOUT
| Q4 25 | $502.4M | $99.9M | ||
| Q3 25 | $716.8M | $63.0M | ||
| Q2 25 | $866.4M | $28.5M | ||
| Q1 25 | $870.2M | $30.5M | ||
| Q4 24 | $784.6M | $46.9M | ||
| Q3 24 | $816.4M | $28.0M | ||
| Q2 24 | $802.6M | $49.6M | ||
| Q1 24 | $690.5M | $42.4M |
总债务AMCXOUT
| 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AMCXOUT
| Q4 25 | $981.9M | $710.4M | ||
| Q3 25 | $1.1B | $542.6M | ||
| Q2 25 | $971.7M | $539.1M | ||
| Q1 25 | $888.8M | $566.9M | ||
| Q4 24 | $855.6M | $649.0M | ||
| Q3 24 | $1.1B | $618.2M | ||
| Q2 24 | $1.1B | $664.9M | ||
| Q1 24 | $1.1B | $524.2M |
总资产AMCXOUT
| Q4 25 | $3.9B | $5.3B | ||
| Q3 25 | $4.2B | $5.2B | ||
| Q2 25 | $4.4B | $5.1B | ||
| Q1 25 | $4.3B | $5.1B | ||
| Q4 24 | $4.4B | $5.2B | ||
| Q3 24 | $4.8B | $5.2B | ||
| Q2 24 | $4.9B | $5.3B | ||
| Q1 24 | $4.9B | $5.5B |
负债/权益比AMCXOUT
| 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 | $118.1M |
| 自由现金流经营现金流 - 资本支出 | $40.4M | $93.3M |
| 自由现金流率自由现金流/营收 | 6.8% | 18.2% |
| 资本支出强度资本支出/营收 | 1.5% | 4.8% |
| 现金转化率经营现金流/净利润 | — | 1.22× |
| 过去12个月自由现金流最近4个季度 | $272.4M | $218.8M |
8季度趋势，按日历期对齐
经营现金流AMCXOUT
| Q4 25 | $49.2M | $118.1M | ||
| Q3 25 | $44.8M | $88.8M | ||
| Q2 25 | $102.8M | $67.1M | ||
| Q1 25 | $108.8M | $33.6M | ||
| Q4 24 | $58.1M | $124.5M | ||
| Q3 24 | $62.2M | $73.1M | ||
| Q2 24 | $104.4M | $71.0M | ||
| Q1 24 | $150.9M | $30.6M |
自由现金流AMCXOUT
| Q4 25 | $40.4M | $93.3M | ||
| Q3 25 | $42.0M | $67.7M | ||
| Q2 25 | $95.7M | $41.4M | ||
| Q1 25 | $94.2M | $16.4M | ||
| Q4 24 | $37.6M | $106.3M | ||
| Q3 24 | $53.9M | $55.5M | ||
| Q2 24 | $95.2M | $47.1M | ||
| Q1 24 | $144.1M | $12.2M |
自由现金流率AMCXOUT
| Q4 25 | 6.8% | 18.2% | ||
| Q3 25 | 7.5% | 14.5% | ||
| Q2 25 | 16.0% | 9.0% | ||
| Q1 25 | 17.0% | 4.2% | ||
| Q4 24 | 6.3% | 21.6% | ||
| Q3 24 | 9.0% | 12.3% | ||
| Q2 24 | 15.2% | 9.9% | ||
| Q1 24 | 24.2% | 3.0% |
资本支出强度AMCXOUT
| Q4 25 | 1.5% | 4.8% | ||
| Q3 25 | 0.5% | 4.5% | ||
| Q2 25 | 1.2% | 5.6% | ||
| Q1 25 | 2.6% | 4.4% | ||
| Q4 24 | 3.4% | 3.7% | ||
| Q3 24 | 1.4% | 3.9% | ||
| Q2 24 | 1.5% | 5.0% | ||
| Q1 24 | 1.1% | 4.5% |
现金转化率AMCXOUT
| Q4 25 | — | 1.22× | ||
| Q3 25 | 0.59× | 1.73× | ||
| Q2 25 | 2.04× | 3.44× | ||
| Q1 25 | 6.03× | — | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | 1.50× | 2.11× | ||
| Q2 24 | — | 0.40× | ||
| Q1 24 | 3.29× | — |
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% |
OUT
| Static Displays | $236.3M | 46% |
| Other | $134.8M | 26% |
| Digital Displays | $125.3M | 24% |
| Other Revenues | $1.9M | 0% |
