vs
Ametek（AME）与AZZ INC（AZZ）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AZZ INC的5.2倍（$2.0B vs $385.1M）。Ametek净利率更高（19.9% vs 4.1%，领先15.8%）。Ametek同比增速更快（13.4% vs -75.6%）。过去两年Ametek的营收复合增速更高（7.3% vs -3.5%）
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。
AZZ公司是全球领先的金属防护解决方案供应商，主营热浸镀锌、表面涂层处理服务及特种电气、工业零部件，主要服务于北美及其他核心国际市场的建筑、能源、基建、制造等下游领域。
AME vs AZZ — 直观对比
营收规模更大
AME
是对方的5.2倍
$385.1M
营收增速更快
AME
高出89.0%
-75.6%
净利率更高
AME
高出15.8%
4.1%
两年增速更快
AME
近两年复合增速
-3.5%
损益表 — Q4 2025 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $385.1M |
| 净利润 | $398.6M | $15.9M |
| 毛利率 | 36.0% | 22.7% |
| 营业利润率 | 25.3% | 14.8% |
| 净利率 | 19.9% | 4.1% |
| 营收同比 | 13.4% | -75.6% |
| 净利润同比 | 2.9% | -21.2% |
| 每股收益（稀释后） | $1.73 | $0.53 |
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AMEAZZ
| Q4 26 | — | $385.1M | ||
| Q4 25 | $2.0B | $425.7M | ||
| Q3 25 | $1.9B | $417.3M | ||
| Q2 25 | $1.8B | $422.0M | ||
| Q1 25 | $1.7B | $351.9M | ||
| Q4 24 | $1.8B | $403.7M | ||
| Q3 24 | $1.7B | $409.0M | ||
| Q2 24 | $1.7B | $413.2M |
净利润AMEAZZ
| Q4 26 | — | $15.9M | ||
| Q4 25 | $398.6M | $41.1M | ||
| Q3 25 | $371.4M | $89.3M | ||
| Q2 25 | $358.4M | $170.9M | ||
| Q1 25 | $351.8M | $20.2M | ||
| Q4 24 | $387.3M | $33.6M | ||
| Q3 24 | $340.2M | $35.4M | ||
| Q2 24 | $337.7M | $39.6M |
毛利率AMEAZZ
| Q4 26 | — | 22.7% | ||
| Q4 25 | 36.0% | 23.9% | ||
| Q3 25 | 36.3% | 24.3% | ||
| Q2 25 | 35.8% | 24.7% | ||
| Q1 25 | 36.1% | 22.4% | ||
| Q4 24 | 36.6% | 24.2% | ||
| Q3 24 | 36.0% | 25.3% | ||
| Q2 24 | 36.0% | 24.8% |
营业利润率AMEAZZ
| Q4 26 | — | 14.8% | ||
| Q4 25 | 25.3% | 16.3% | ||
| Q3 25 | 25.8% | 16.4% | ||
| Q2 25 | 26.0% | 16.5% | ||
| Q1 25 | 26.3% | 11.5% | ||
| Q4 24 | 26.6% | 14.5% | ||
| Q3 24 | 26.1% | 16.5% | ||
| Q2 24 | 25.8% | 16.9% |
净利率AMEAZZ
| Q4 26 | — | 4.1% | ||
| Q4 25 | 19.9% | 9.6% | ||
| Q3 25 | 19.6% | 21.4% | ||
| Q2 25 | 20.2% | 40.5% | ||
| Q1 25 | 20.3% | 5.7% | ||
| Q4 24 | 22.0% | 8.3% | ||
| Q3 24 | 19.9% | 8.7% | ||
| Q2 24 | 19.5% | 9.6% |
每股收益（稀释后）AMEAZZ
| Q4 26 | — | $0.53 | ||
| Q4 25 | $1.73 | $1.36 | ||
| Q3 25 | $1.60 | $2.95 | ||
| Q2 25 | $1.55 | $5.66 | ||
| Q1 25 | $1.52 | $0.87 | ||
| Q4 24 | $1.67 | $1.12 | ||
| Q3 24 | $1.47 | $1.18 | ||
| Q2 24 | $1.45 | $-1.38 |
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 | — |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $10.6B | $1.3B |
| 总资产 | $16.1B | $2.2B |
| 负债/权益比越低杠杆越低 | 0.21× | — |
8季度趋势，按日历期对齐
现金及短期投资AMEAZZ
| Q4 26 | — | — | ||
| Q4 25 | $458.0M | $623.0K | ||
| Q3 25 | $439.2M | $897.0K | ||
| Q2 25 | $619.7M | $3.0M | ||
| Q1 25 | $399.0M | $1.5M | ||
| Q4 24 | $374.0M | $1.5M | ||
| Q3 24 | $396.3M | $2.2M | ||
| Q2 24 | $396.6M | $10.5M |
总债务AMEAZZ
| Q4 26 | — | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMEAZZ
| Q4 26 | — | $1.3B | ||
| Q4 25 | $10.6B | $1.3B | ||
| Q3 25 | $10.5B | $1.3B | ||
| Q2 25 | $10.4B | $1.2B | ||
| Q1 25 | $10.0B | $1.0B | ||
| Q4 24 | $9.7B | $1.0B | ||
| Q3 24 | $9.6B | $999.8M | ||
| Q2 24 | $9.3B | $967.2M |
总资产AMEAZZ
| Q4 26 | — | $2.2B | ||
| Q4 25 | $16.1B | $2.2B | ||
| Q3 25 | $16.2B | $2.2B | ||
| Q2 25 | $15.3B | $2.2B | ||
| Q1 25 | $14.9B | $2.2B | ||
| Q4 24 | $14.6B | $2.2B | ||
| Q3 24 | $14.8B | $2.2B | ||
| Q2 24 | $14.8B | $2.2B |
负债/权益比AMEAZZ
| Q4 26 | — | — | ||
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $525.4M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | — |
| 自由现金流率自由现金流/营收 | 26.4% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 现金转化率经营现金流/净利润 | 1.47× | 32.98× |
| 过去12个月自由现金流最近4个季度 | $1.7B | — |
8季度趋势，按日历期对齐
经营现金流AMEAZZ
| Q4 26 | — | $525.4M | ||
| Q4 25 | $584.3M | $79.7M | ||
| Q3 25 | $440.9M | $58.4M | ||
| Q2 25 | $359.1M | $314.8M | ||
| Q1 25 | $417.5M | — | ||
| Q4 24 | $550.0M | $66.2M | ||
| Q3 24 | $487.2M | $47.5M | ||
| Q2 24 | $381.4M | $71.9M |
自由现金流AMEAZZ
| Q4 26 | — | — | ||
| Q4 25 | $527.3M | $61.2M | ||
| Q3 25 | $420.0M | $39.1M | ||
| Q2 25 | $329.8M | $293.9M | ||
| Q1 25 | $394.5M | — | ||
| Q4 24 | $498.3M | $39.7M | ||
| Q3 24 | $460.9M | $15.4M | ||
| Q2 24 | $360.0M | $44.5M |
自由现金流率AMEAZZ
| Q4 26 | — | — | ||
| Q4 25 | 26.4% | 14.4% | ||
| Q3 25 | 22.2% | 9.4% | ||
| Q2 25 | 18.5% | 69.6% | ||
| Q1 25 | 22.8% | — | ||
| Q4 24 | 28.3% | 9.8% | ||
| Q3 24 | 27.0% | 3.8% | ||
| Q2 24 | 20.8% | 10.8% |
资本支出强度AMEAZZ
| Q4 26 | — | — | ||
| Q4 25 | 2.9% | 4.4% | ||
| Q3 25 | 1.1% | 4.6% | ||
| Q2 25 | 1.6% | 5.0% | ||
| Q1 25 | 1.3% | 8.5% | ||
| Q4 24 | 2.9% | 6.6% | ||
| Q3 24 | 1.5% | 7.8% | ||
| Q2 24 | 1.2% | 6.6% |
现金转化率AMEAZZ
| Q4 26 | — | 32.98× | ||
| Q4 25 | 1.47× | 1.94× | ||
| Q3 25 | 1.19× | 0.65× | ||
| Q2 25 | 1.00× | 1.84× | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.42× | 1.97× | ||
| Q3 24 | 1.43× | 1.34× | ||
| Q2 24 | 1.13× | 1.82× |
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% |
AZZ
| Precoat Metals | $203.5M | 53% |
| Metal Coatings | $186.5M | 48% |
