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Ametek（AME）与AeroVironment Inc（AVAV）财务数据对比。点击上方公司名可切换其他公司
Ametek的季度营收约是AeroVironment Inc的4.2倍（$2.0B vs $472.5M）。Ametek净利率更高（19.9% vs -3.6%，领先23.6%）。AeroVironment Inc同比增速更快（181.9% vs 13.4%）。Ametek自由现金流更多（$527.3M vs $-55.9M）。过去两年AeroVironment Inc的营收复合增速更高（59.1% vs 7.3%）
AMETEK Inc.是美国跨国综合企业，为全球知名的电子仪器及机电设备设计商与制造商，总部位于美国，在全球范围内设有超过150个运营站点，业务覆盖多个国家和地区，为各行业客户提供高性能的相关产品及配套解决方案。
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
AME vs AVAV — 直观对比
营收规模更大
AME
是对方的4.2倍
$472.5M
营收增速更快
AVAV
高出168.4%
13.4%
净利率更高
AME
高出23.6%
-3.6%
自由现金流更多
AME
多$583.2M
$-55.9M
两年增速更快
AVAV
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $472.5M |
| 净利润 | $398.6M | $-17.1M |
| 毛利率 | 36.0% | 22.0% |
| 营业利润率 | 25.3% | -6.4% |
| 净利率 | 19.9% | -3.6% |
| 营收同比 | 13.4% | 181.9% |
| 净利润同比 | 2.9% | -875.1% |
| 每股收益（稀释后） | $1.73 | $-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AMEAVAV
| Q4 25 | $2.0B | $472.5M | ||
| Q3 25 | $1.9B | $454.7M | ||
| Q2 25 | $1.8B | $275.1M | ||
| Q1 25 | $1.7B | $167.6M | ||
| Q4 24 | $1.8B | $188.5M | ||
| Q3 24 | $1.7B | $189.5M | ||
| Q2 24 | $1.7B | $197.0M | ||
| Q1 24 | $1.7B | $186.6M |
净利润AMEAVAV
| Q4 25 | $398.6M | $-17.1M | ||
| Q3 25 | $371.4M | $-67.4M | ||
| Q2 25 | $358.4M | $16.7M | ||
| Q1 25 | $351.8M | $-1.8M | ||
| Q4 24 | $387.3M | $7.5M | ||
| Q3 24 | $340.2M | $21.2M | ||
| Q2 24 | $337.7M | $6.0M | ||
| Q1 24 | $310.9M | $13.9M |
毛利率AMEAVAV
| Q4 25 | 36.0% | 22.0% | ||
| Q3 25 | 36.3% | 20.9% | ||
| Q2 25 | 35.8% | 36.5% | ||
| Q1 25 | 36.1% | 37.7% | ||
| Q4 24 | 36.6% | 39.1% | ||
| Q3 24 | 36.0% | 43.0% | ||
| Q2 24 | 36.0% | 38.4% | ||
| Q1 24 | 34.1% | 36.1% |
营业利润率AMEAVAV
| Q4 25 | 25.3% | -6.4% | ||
| Q3 25 | 25.8% | -15.2% | ||
| Q2 25 | 26.0% | 5.0% | ||
| Q1 25 | 26.3% | -1.8% | ||
| Q4 24 | 26.6% | 3.7% | ||
| Q3 24 | 26.1% | 12.2% | ||
| Q2 24 | 25.8% | 3.0% | ||
| Q1 24 | 24.0% | 7.7% |
净利率AMEAVAV
| Q4 25 | 19.9% | -3.6% | ||
| Q3 25 | 19.6% | -14.8% | ||
| Q2 25 | 20.2% | 6.1% | ||
| Q1 25 | 20.3% | -1.0% | ||
| Q4 24 | 22.0% | 4.0% | ||
| Q3 24 | 19.9% | 11.2% | ||
| Q2 24 | 19.5% | 3.1% | ||
| Q1 24 | 17.9% | 7.4% |
每股收益（稀释后）AMEAVAV
| Q4 25 | $1.73 | $-0.34 | ||
| Q3 25 | $1.60 | $-1.44 | ||
| Q2 25 | $1.55 | $0.59 | ||
| Q1 25 | $1.52 | $-0.06 | ||
| Q4 24 | $1.67 | $0.27 | ||
| Q3 24 | $1.47 | $0.75 | ||
| Q2 24 | $1.45 | $0.18 | ||
| Q1 24 | $1.34 | $0.50 |
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 | $458.0M | $588.5M |
| 总债务越低越好 | $2.3B | $747.5M |
| 股东权益账面价值 | $10.6B | $4.4B |
| 总资产 | $16.1B | $5.6B |
| 负债/权益比越低杠杆越低 | 0.21× | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资AMEAVAV
| Q4 25 | $458.0M | $588.5M | ||
| Q3 25 | $439.2M | $685.8M | ||
| Q2 25 | $619.7M | $40.9M | ||
| Q1 25 | $399.0M | $47.0M | ||
| Q4 24 | $374.0M | $69.0M | ||
| Q3 24 | $396.3M | $81.2M | ||
| Q2 24 | $396.6M | $73.3M | ||
| Q1 24 | $373.8M | $107.7M |
总债务AMEAVAV
| Q4 25 | $2.3B | $747.5M | ||
| Q3 25 | — | $747.5M | ||
| Q2 25 | — | $30.0M | ||
| Q1 25 | — | $25.0M | ||
| Q4 24 | $2.1B | $15.0M | ||
| Q3 24 | — | $17.5M | ||
| Q2 24 | — | $28.0M | ||
| Q1 24 | — | $40.0M |
股东权益AMEAVAV
| Q4 25 | $10.6B | $4.4B | ||
| Q3 25 | $10.5B | $4.4B | ||
| Q2 25 | $10.4B | $886.5M | ||
| Q1 25 | $10.0B | $861.1M | ||
| Q4 24 | $9.7B | $858.4M | ||
| Q3 24 | $9.6B | $845.5M | ||
| Q2 24 | $9.3B | $822.7M | ||
| Q1 24 | $9.0B | $813.0M |
总资产AMEAVAV
| Q4 25 | $16.1B | $5.6B | ||
| Q3 25 | $16.2B | $5.6B | ||
| Q2 25 | $15.3B | $1.1B | ||
| Q1 25 | $14.9B | $1.0B | ||
| Q4 24 | $14.6B | $1.0B | ||
| Q3 24 | $14.8B | $999.2M | ||
| Q2 24 | $14.8B | $1.0B | ||
| Q1 24 | $14.9B | $980.3M |
负债/权益比AMEAVAV
| Q4 25 | 0.21× | 0.17× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.03× | ||
| Q1 25 | — | 0.03× | ||
| Q4 24 | 0.22× | 0.02× | ||
| Q3 24 | — | 0.02× | ||
| Q2 24 | — | 0.03× | ||
| Q1 24 | — | 0.05× |
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 | $584.3M | $-45.1M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $-55.9M |
| 自由现金流率自由现金流/营收 | 26.4% | -11.8% |
| 资本支出强度资本支出/营收 | 2.9% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.47× | — |
| 过去12个月自由现金流最近4个季度 | $1.7B | $-240.7M |
8季度趋势，按日历期对齐
经营现金流AMEAVAV
| Q4 25 | $584.3M | $-45.1M | ||
| Q3 25 | $440.9M | $-123.7M | ||
| Q2 25 | $359.1M | $-264.0K | ||
| Q1 25 | $417.5M | $-25.8M | ||
| Q4 24 | $550.0M | $-3.6M | ||
| Q3 24 | $487.2M | $28.4M | ||
| Q2 24 | $381.4M | $-11.7M | ||
| Q1 24 | $410.2M | $52.6M |
自由现金流AMEAVAV
| Q4 25 | $527.3M | $-55.9M | ||
| Q3 25 | $420.0M | $-146.5M | ||
| Q2 25 | $329.8M | $-8.8M | ||
| Q1 25 | $394.5M | $-29.6M | ||
| Q4 24 | $498.3M | $-8.7M | ||
| Q3 24 | $460.9M | $22.9M | ||
| Q2 24 | $360.0M | $-20.8M | ||
| Q1 24 | $382.6M | $48.8M |
自由现金流率AMEAVAV
| Q4 25 | 26.4% | -11.8% | ||
| Q3 25 | 22.2% | -32.2% | ||
| Q2 25 | 18.5% | -3.2% | ||
| Q1 25 | 22.8% | -17.7% | ||
| Q4 24 | 28.3% | -4.6% | ||
| Q3 24 | 27.0% | 12.1% | ||
| Q2 24 | 20.8% | -10.5% | ||
| Q1 24 | 22.0% | 26.1% |
资本支出强度AMEAVAV
| Q4 25 | 2.9% | 2.3% | ||
| Q3 25 | 1.1% | 5.0% | ||
| Q2 25 | 1.6% | 3.1% | ||
| Q1 25 | 1.3% | 2.3% | ||
| Q4 24 | 2.9% | 2.7% | ||
| Q3 24 | 1.5% | 2.9% | ||
| Q2 24 | 1.2% | 4.6% | ||
| Q1 24 | 1.6% | 2.0% |
现金转化率AMEAVAV
| Q4 25 | 1.47× | — | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 1.00× | -0.02× | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.42× | -0.48× | ||
| Q3 24 | 1.43× | 1.34× | ||
| Q2 24 | 1.13× | -1.93× | ||
| Q1 24 | 1.32× | 3.79× |
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
AME
| Transferred At Point In Time | $1.1B | 54% |
| Electronic Instruments Group | $620.1M | 31% |
| Transferred Over Time | $294.6M | 15% |
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
