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AMC Networks Inc.（AMCX）与STANDARD MOTOR PRODUCTS, INC.（SMP）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STANDARD MOTOR PRODUCTS, INC.的1.5倍（$594.8M vs $385.1M），STANDARD MOTOR PRODUCTS, INC.净利率更高（2.0% vs -9.3%，领先11.4%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs -0.8%），AMC Networks Inc.自由现金流更多（$40.4M vs $-37.6M），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% 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。
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
AMCX vs SMP — 直观对比
营收规模更大
AMCX
是对方的1.5倍
$385.1M
营收增速更快
SMP
高出12.9%
-0.8%
净利率更高
SMP
高出11.4%
-9.3%
自由现金流更多
AMCX
多$78.1M
$-37.6M
两年增速更快
SMP
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $594.8M | $385.1M |
| 净利润 | $-55.5M | $7.9M |
| 毛利率 | 49.7% | 31.7% |
| 营业利润率 | -8.6% | 5.6% |
| 净利率 | -9.3% | 2.0% |
| 营收同比 | -0.8% | 12.2% |
| 净利润同比 | 80.5% | 457.9% |
| 每股收益（稀释后） | $-0.97 | $0.34 |
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AMCXSMP
| Q4 25 | $594.8M | $385.1M | ||
| Q3 25 | $561.7M | $498.8M | ||
| Q2 25 | $600.0M | $493.9M | ||
| Q1 25 | $555.2M | $413.4M | ||
| Q4 24 | $599.3M | $343.4M | ||
| Q3 24 | $599.6M | $399.3M | ||
| Q2 24 | $625.9M | $389.8M | ||
| Q1 24 | $596.5M | $331.4M |
净利润AMCXSMP
| Q4 25 | $-55.5M | $7.9M | ||
| Q3 25 | $76.5M | $-4.3M | ||
| Q2 25 | $50.3M | $25.2M | ||
| Q1 25 | $18.0M | $12.6M | ||
| Q4 24 | $-284.5M | $-2.2M | ||
| Q3 24 | $41.4M | $3.8M | ||
| Q2 24 | $-29.2M | $17.1M | ||
| Q1 24 | $45.8M | $8.8M |
毛利率AMCXSMP
| Q4 25 | 49.7% | 31.7% | ||
| Q3 25 | 48.2% | 32.4% | ||
| Q2 25 | 52.7% | 30.6% | ||
| Q1 25 | 51.8% | 30.2% | ||
| Q4 24 | 51.2% | 29.4% | ||
| Q3 24 | 52.0% | 30.4% | ||
| Q2 24 | 55.2% | 28.6% | ||
| Q1 24 | 54.5% | 27.0% |
营业利润率AMCXSMP
| Q4 25 | -8.6% | 5.6% | ||
| Q3 25 | 9.9% | 9.5% | ||
| Q2 25 | 10.7% | 8.7% | ||
| Q1 25 | 11.6% | 5.9% | ||
| Q4 24 | -42.4% | 1.1% | ||
| Q3 24 | 15.6% | 9.3% | ||
| Q2 24 | 1.7% | 6.4% | ||
| Q1 24 | 18.5% | 4.4% |
净利率AMCXSMP
| Q4 25 | -9.3% | 2.0% | ||
| Q3 25 | 13.6% | -0.9% | ||
| Q2 25 | 8.4% | 5.1% | ||
| Q1 25 | 3.3% | 3.0% | ||
| Q4 24 | -47.5% | -0.6% | ||
| Q3 24 | 6.9% | 1.0% | ||
| Q2 24 | -4.7% | 4.4% | ||
| Q1 24 | 7.7% | 2.7% |
每股收益（稀释后）AMCXSMP
| Q4 25 | $-0.97 | $0.34 | ||
| Q3 25 | $1.38 | $-0.19 | ||
| Q2 25 | $0.91 | $1.13 | ||
| Q1 25 | $0.34 | $0.56 | ||
| Q4 24 | $-6.23 | $-0.09 | ||
| Q3 24 | $0.76 | $0.17 | ||
| Q2 24 | $-0.66 | $0.77 | ||
| Q1 24 | $1.03 | $0.39 |
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 | — |
| 总债务越低越好 | $1.8B | $618.7M |
| 股东权益账面价值 | $981.9M | $683.7M |
| 总资产 | $3.9B | $2.0B |
| 负债/权益比越低杠杆越低 | 1.78× | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资AMCXSMP
| Q4 25 | $502.4M | — | ||
| Q3 25 | $716.8M | $87.2M | ||
| Q2 25 | $866.4M | $58.8M | ||
| Q1 25 | $870.2M | $50.3M | ||
| Q4 24 | $784.6M | $44.4M | ||
| Q3 24 | $816.4M | $26.3M | ||
| Q2 24 | $802.6M | $26.2M | ||
| Q1 24 | $690.5M | $27.1M |
总债务AMCXSMP
| Q4 25 | $1.8B | $618.7M | ||
| Q3 25 | $1.9B | $589.5M | ||
| Q2 25 | $2.2B | $636.6M | ||
| Q1 25 | $2.3B | $650.6M | ||
| Q4 24 | $2.3B | $562.3M | ||
| Q3 24 | $2.3B | $142.8M | ||
| Q2 24 | $2.4B | $208.2M | ||
| Q1 24 | $2.3B | $214.9M |
股东权益AMCXSMP
| Q4 25 | $981.9M | $683.7M | ||
| Q3 25 | $1.1B | $677.4M | ||
| Q2 25 | $971.7M | $688.6M | ||
| Q1 25 | $888.8M | $638.0M | ||
| Q4 24 | $855.6M | $615.7M | ||
| Q3 24 | $1.1B | $638.8M | ||
| Q2 24 | $1.1B | $640.0M | ||
| Q1 24 | $1.1B | $639.1M |
总资产AMCXSMP
| Q4 25 | $3.9B | $2.0B | ||
| Q3 25 | $4.2B | $2.0B | ||
| Q2 25 | $4.4B | $2.0B | ||
| Q1 25 | $4.3B | $1.9B | ||
| Q4 24 | $4.4B | $1.8B | ||
| Q3 24 | $4.8B | $1.4B | ||
| Q2 24 | $4.9B | $1.4B | ||
| Q1 24 | $4.9B | $1.4B |
负债/权益比AMCXSMP
| Q4 25 | 1.78× | 0.90× | ||
| Q3 25 | 1.82× | 0.87× | ||
| Q2 25 | 2.27× | 0.92× | ||
| Q1 25 | 2.62× | 1.02× | ||
| Q4 24 | 2.73× | 0.91× | ||
| Q3 24 | 2.10× | 0.22× | ||
| Q2 24 | 2.26× | 0.33× | ||
| Q1 24 | 2.17× | 0.34× |
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 | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $40.4M | $-37.6M |
| 自由现金流率自由现金流/营收 | 6.8% | -9.8% |
| 资本支出强度资本支出/营收 | 1.5% | 2.4% |
| 现金转化率经营现金流/净利润 | — | -3.59× |
| 过去12个月自由现金流最近4个季度 | $272.4M | $18.7M |
8季度趋势，按日历期对齐
经营现金流AMCXSMP
| Q4 25 | $49.2M | $-28.2M | ||
| Q3 25 | $44.8M | $91.6M | ||
| Q2 25 | $102.8M | $54.3M | ||
| Q1 25 | $108.8M | $-60.2M | ||
| Q4 24 | $58.1M | $-1.5M | ||
| Q3 24 | $62.2M | $88.3M | ||
| Q2 24 | $104.4M | $35.6M | ||
| Q1 24 | $150.9M | $-45.7M |
自由现金流AMCXSMP
| Q4 25 | $40.4M | $-37.6M | ||
| Q3 25 | $42.0M | $81.5M | ||
| Q2 25 | $95.7M | $44.2M | ||
| Q1 25 | $94.2M | $-69.4M | ||
| Q4 24 | $37.6M | $-11.4M | ||
| Q3 24 | $53.9M | $77.1M | ||
| Q2 24 | $95.2M | $22.7M | ||
| Q1 24 | $144.1M | $-55.8M |
自由现金流率AMCXSMP
| Q4 25 | 6.8% | -9.8% | ||
| Q3 25 | 7.5% | 16.3% | ||
| Q2 25 | 16.0% | 8.9% | ||
| Q1 25 | 17.0% | -16.8% | ||
| Q4 24 | 6.3% | -3.3% | ||
| Q3 24 | 9.0% | 19.3% | ||
| Q2 24 | 15.2% | 5.8% | ||
| Q1 24 | 24.2% | -16.8% |
资本支出强度AMCXSMP
| Q4 25 | 1.5% | 2.4% | ||
| Q3 25 | 0.5% | 2.0% | ||
| Q2 25 | 1.2% | 2.1% | ||
| Q1 25 | 2.6% | 2.2% | ||
| Q4 24 | 3.4% | 2.9% | ||
| Q3 24 | 1.4% | 2.8% | ||
| Q2 24 | 1.5% | 3.3% | ||
| Q1 24 | 1.1% | 3.0% |
现金转化率AMCXSMP
| Q4 25 | — | -3.59× | ||
| Q3 25 | 0.59× | — | ||
| Q2 25 | 2.04× | 2.15× | ||
| Q1 25 | 6.03× | -4.79× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.50× | 23.19× | ||
| Q2 24 | — | 2.09× | ||
| Q1 24 | 3.29× | -5.18× |
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% |
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
