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AMC Networks Inc.（AMCX）与SERVICE CORP INTERNATIONAL（SCI）财务数据对比。点击上方公司名可切换其他公司
SERVICE CORP INTERNATIONAL的季度营收约是AMC Networks Inc.的1.9倍（$1.1B vs $594.8M），SERVICE CORP INTERNATIONAL净利率更高（14.3% vs -9.3%，领先23.7%），SERVICE CORP INTERNATIONAL同比增速更快（1.7% vs -0.8%），SERVICE CORP INTERNATIONAL自由现金流更多（$87.2M vs $40.4M），过去两年SERVICE CORP INTERNATIONAL的营收复合增速更高（3.1% 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。
国际配送服务有限公司（IDS）是英国邮政及快递服务提供商，2013年由英国政府设立，作为皇家邮政的控股母公司，多数股权随后在伦敦证券交易所公开发售，当时政府保留30%股份。截至2025年4月，该公司由丹尼尔·克雷廷斯基旗下捷克EP集团持有运营。
AMCX vs SCI — 直观对比
营收规模更大
SCI
是对方的1.9倍
$594.8M
营收增速更快
SCI
高出2.4%
-0.8%
净利率更高
SCI
高出23.7%
-9.3%
自由现金流更多
SCI
多$46.8M
$40.4M
两年增速更快
SCI
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $594.8M | $1.1B |
| 净利润 | $-55.5M | $159.4M |
| 毛利率 | 49.7% | 28.0% |
| 营业利润率 | -8.6% | 24.8% |
| 净利率 | -9.3% | 14.3% |
| 营收同比 | -0.8% | 1.7% |
| 净利润同比 | 80.5% | 5.3% |
| 每股收益（稀释后） | $-0.97 | $1.13 |
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AMCXSCI
| Q4 25 | $594.8M | $1.1B | ||
| Q3 25 | $561.7M | $1.1B | ||
| Q2 25 | $600.0M | $1.1B | ||
| Q1 25 | $555.2M | $1.1B | ||
| Q4 24 | $599.3M | $1.1B | ||
| Q3 24 | $599.6M | $1.0B | ||
| Q2 24 | $625.9M | $1.0B | ||
| Q1 24 | $596.5M | $1.0B |
净利润AMCXSCI
| Q4 25 | $-55.5M | $159.4M | ||
| Q3 25 | $76.5M | $117.5M | ||
| Q2 25 | $50.3M | $122.9M | ||
| Q1 25 | $18.0M | $142.9M | ||
| Q4 24 | $-284.5M | $151.4M | ||
| Q3 24 | $41.4M | $117.8M | ||
| Q2 24 | $-29.2M | $118.2M | ||
| Q1 24 | $45.8M | $131.3M |
毛利率AMCXSCI
| Q4 25 | 49.7% | 28.0% | ||
| Q3 25 | 48.2% | 25.1% | ||
| Q2 25 | 52.7% | 25.5% | ||
| Q1 25 | 51.8% | 27.1% | ||
| Q4 24 | 51.2% | 28.0% | ||
| Q3 24 | 52.0% | 24.9% | ||
| Q2 24 | 55.2% | 24.9% | ||
| Q1 24 | 54.5% | 26.2% |
营业利润率AMCXSCI
| Q4 25 | -8.6% | 24.8% | ||
| Q3 25 | 9.9% | 21.4% | ||
| Q2 25 | 10.7% | 21.1% | ||
| Q1 25 | 11.6% | 23.4% | ||
| Q4 24 | -42.4% | 24.0% | ||
| Q3 24 | 15.6% | 20.9% | ||
| Q2 24 | 1.7% | 21.4% | ||
| Q1 24 | 18.5% | 22.2% |
净利率AMCXSCI
| Q4 25 | -9.3% | 14.3% | ||
| Q3 25 | 13.6% | 11.1% | ||
| Q2 25 | 8.4% | 11.5% | ||
| Q1 25 | 3.3% | 13.3% | ||
| Q4 24 | -47.5% | 13.8% | ||
| Q3 24 | 6.9% | 11.6% | ||
| Q2 24 | -4.7% | 11.4% | ||
| Q1 24 | 7.7% | 12.6% |
每股收益（稀释后）AMCXSCI
| Q4 25 | $-0.97 | $1.13 | ||
| Q3 25 | $1.38 | $0.83 | ||
| Q2 25 | $0.91 | $0.86 | ||
| Q1 25 | $0.34 | $0.98 | ||
| Q4 24 | $-6.23 | $1.02 | ||
| Q3 24 | $0.76 | $0.81 | ||
| Q2 24 | $-0.66 | $0.81 | ||
| Q1 24 | $1.03 | $0.89 |
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 | $243.6M |
| 总债务越低越好 | $1.8B | $5.1B |
| 股东权益账面价值 | $981.9M | $1.6B |
| 总资产 | $3.9B | $18.7B |
| 负债/权益比越低杠杆越低 | 1.78× | 3.10× |
8季度趋势，按日历期对齐
现金及短期投资AMCXSCI
| Q4 25 | $502.4M | $243.6M | ||
| Q3 25 | $716.8M | $241.3M | ||
| Q2 25 | $866.4M | $255.4M | ||
| Q1 25 | $870.2M | $227.2M | ||
| Q4 24 | $784.6M | $218.8M | ||
| Q3 24 | $816.4M | $185.4M | ||
| Q2 24 | $802.6M | $184.4M | ||
| Q1 24 | $690.5M | $205.6M |
总债务AMCXSCI
| Q4 25 | $1.8B | $5.1B | ||
| Q3 25 | $1.9B | $5.0B | ||
| Q2 25 | $2.2B | $5.0B | ||
| Q1 25 | $2.3B | $4.7B | ||
| Q4 24 | $2.3B | $4.8B | ||
| Q3 24 | $2.3B | $4.7B | ||
| Q2 24 | $2.4B | $4.7B | ||
| Q1 24 | $2.3B | $4.6B |
股东权益AMCXSCI
| Q4 25 | $981.9M | $1.6B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $971.7M | $1.6B | ||
| Q1 25 | $888.8M | $1.7B | ||
| Q4 24 | $855.6M | $1.7B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $1.1B | $1.5B | ||
| Q1 24 | $1.1B | $1.6B |
总资产AMCXSCI
| Q4 25 | $3.9B | $18.7B | ||
| Q3 25 | $4.2B | $18.4B | ||
| Q2 25 | $4.4B | $18.0B | ||
| Q1 25 | $4.3B | $17.3B | ||
| Q4 24 | $4.4B | $17.4B | ||
| Q3 24 | $4.8B | $17.4B | ||
| Q2 24 | $4.9B | $16.8B | ||
| Q1 24 | $4.9B | $16.7B |
负债/权益比AMCXSCI
| Q4 25 | 1.78× | 3.10× | ||
| Q3 25 | 1.82× | 3.17× | ||
| Q2 25 | 2.27× | 3.19× | ||
| Q1 25 | 2.62× | 2.87× | ||
| Q4 24 | 2.73× | 2.83× | ||
| Q3 24 | 2.10× | 2.92× | ||
| Q2 24 | 2.26× | 3.05× | ||
| Q1 24 | 2.17× | 2.90× |
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 | $212.9M |
| 自由现金流经营现金流 - 资本支出 | $40.4M | $87.2M |
| 自由现金流率自由现金流/营收 | 6.8% | 7.8% |
| 资本支出强度资本支出/营收 | 1.5% | 11.3% |
| 现金转化率经营现金流/净利润 | — | 1.34× |
| 过去12个月自由现金流最近4个季度 | $272.4M | $554.2M |
8季度趋势，按日历期对齐
经营现金流AMCXSCI
| Q4 25 | $49.2M | $212.9M | ||
| Q3 25 | $44.8M | $252.3M | ||
| Q2 25 | $102.8M | $166.4M | ||
| Q1 25 | $108.8M | $311.1M | ||
| Q4 24 | $58.1M | $264.1M | ||
| Q3 24 | $62.2M | $263.8M | ||
| Q2 24 | $104.4M | $196.9M | ||
| Q1 24 | $150.9M | $220.1M |
自由现金流AMCXSCI
| Q4 25 | $40.4M | $87.2M | ||
| Q3 25 | $42.0M | $150.7M | ||
| Q2 25 | $95.7M | $83.4M | ||
| Q1 25 | $94.2M | $233.0M | ||
| Q4 24 | $37.6M | $151.8M | ||
| Q3 24 | $53.9M | $162.8M | ||
| Q2 24 | $95.2M | $100.8M | ||
| Q1 24 | $144.1M | $140.3M |
自由现金流率AMCXSCI
| Q4 25 | 6.8% | 7.8% | ||
| Q3 25 | 7.5% | 14.2% | ||
| Q2 25 | 16.0% | 7.8% | ||
| Q1 25 | 17.0% | 21.7% | ||
| Q4 24 | 6.3% | 13.9% | ||
| Q3 24 | 9.0% | 16.1% | ||
| Q2 24 | 15.2% | 9.7% | ||
| Q1 24 | 24.2% | 13.4% |
资本支出强度AMCXSCI
| Q4 25 | 1.5% | 11.3% | ||
| Q3 25 | 0.5% | 9.6% | ||
| Q2 25 | 1.2% | 7.8% | ||
| Q1 25 | 2.6% | 7.3% | ||
| Q4 24 | 3.4% | 10.3% | ||
| Q3 24 | 1.4% | 10.0% | ||
| Q2 24 | 1.5% | 9.3% | ||
| Q1 24 | 1.1% | 7.6% |
现金转化率AMCXSCI
| Q4 25 | — | 1.34× | ||
| Q3 25 | 0.59× | 2.15× | ||
| Q2 25 | 2.04× | 1.35× | ||
| Q1 25 | 6.03× | 2.18× | ||
| Q4 24 | — | 1.75× | ||
| Q3 24 | 1.50× | 2.24× | ||
| Q2 24 | — | 1.67× | ||
| Q1 24 | 3.29× | 1.68× |
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
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
SCI
| Cemetery | $510.9M | 46% |
| Funeral Matured Preneed Revenue | $196.5M | 18% |
| Cemetery Recognized Preneed Merchandise And Service Revenue | $107.4M | 10% |
| Cemetery Atneed Revenue | $104.9M | 9% |
| CA | $56.4M | 5% |
| Funeral Other Revenue | $54.6M | 5% |
| Cemetery Other Revenue | $40.2M | 4% |
| Nonfuneral Home Revenue | $28.1M | 3% |
| Non Funeral Home Preneed Sales Revenue | $22.0M | 2% |
