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Ametek（AME）与Blue Bird Corp（BLBD）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Blue Bird Corp的6.0倍（$2.0B vs $333.1M）。Ametek净利率更高（19.9% vs 9.2%，领先10.7%）。Ametek同比增速更快（13.4% vs 6.1%）。Ametek自由现金流更多（$527.3M vs $31.1M）。过去两年Ametek的营收复合增速更高（7.3% vs -1.9%）
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。
蓝鸟公司是美国知名客车制造企业，总部位于佐治亚州福特瓦利，主打产品为校车，同时业务覆盖多种客车类型的生产，包括城市公交、旅居房车，以及移动图书馆、流动警务指挥中心等特种车辆。
AME vs BLBD — 直观对比
营收规模更大
AME
是对方的6.0倍
$333.1M
营收增速更快
AME
高出7.3%
6.1%
净利率更高
AME
高出10.7%
9.2%
自由现金流更多
AME
多$496.2M
$31.1M
两年增速更快
AME
近两年复合增速
-1.9%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $333.1M |
| 净利润 | $398.6M | $30.8M |
| 毛利率 | 36.0% | 21.4% |
| 营业利润率 | 25.3% | 11.3% |
| 净利率 | 19.9% | 9.2% |
| 营收同比 | 13.4% | 6.1% |
| 净利润同比 | 2.9% | 7.1% |
| 每股收益（稀释后） | $1.73 | $0.94 |
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AMEBLBD
| Q4 25 | $2.0B | $333.1M | ||
| Q3 25 | $1.9B | $409.4M | ||
| Q2 25 | $1.8B | $398.0M | ||
| Q1 25 | $1.7B | $358.9M | ||
| Q4 24 | $1.8B | $313.9M | ||
| Q3 24 | $1.7B | $350.2M | ||
| Q2 24 | $1.7B | $333.4M | ||
| Q1 24 | $1.7B | $345.9M |
净利润AMEBLBD
| Q4 25 | $398.6M | $30.8M | ||
| Q3 25 | $371.4M | $36.5M | ||
| Q2 25 | $358.4M | $36.5M | ||
| Q1 25 | $351.8M | $26.0M | ||
| Q4 24 | $387.3M | $28.7M | ||
| Q3 24 | $340.2M | $24.7M | ||
| Q2 24 | $337.7M | $28.7M | ||
| Q1 24 | $310.9M | $26.0M |
毛利率AMEBLBD
| Q4 25 | 36.0% | 21.4% | ||
| Q3 25 | 36.3% | 21.1% | ||
| Q2 25 | 35.8% | 21.6% | ||
| Q1 25 | 36.1% | 19.7% | ||
| Q4 24 | 36.6% | 19.2% | ||
| Q3 24 | 36.0% | 17.0% | ||
| Q2 24 | 36.0% | 20.8% | ||
| Q1 24 | 34.1% | 18.4% |
营业利润率AMEBLBD
| Q4 25 | 25.3% | 11.3% | ||
| Q3 25 | 25.8% | 12.3% | ||
| Q2 25 | 26.0% | 12.6% | ||
| Q1 25 | 26.3% | 9.4% | ||
| Q4 24 | 26.6% | 10.5% | ||
| Q3 24 | 26.1% | 7.3% | ||
| Q2 24 | 25.8% | 11.9% | ||
| Q1 24 | 24.0% | 10.4% |
净利率AMEBLBD
| Q4 25 | 19.9% | 9.2% | ||
| Q3 25 | 19.6% | 8.9% | ||
| Q2 25 | 20.2% | 9.2% | ||
| Q1 25 | 20.3% | 7.3% | ||
| Q4 24 | 22.0% | 9.2% | ||
| Q3 24 | 19.9% | 7.0% | ||
| Q2 24 | 19.5% | 8.6% | ||
| Q1 24 | 17.9% | 7.5% |
每股收益（稀释后）AMEBLBD
| Q4 25 | $1.73 | $0.94 | ||
| Q3 25 | $1.60 | $1.11 | ||
| Q2 25 | $1.55 | $1.12 | ||
| Q1 25 | $1.52 | $0.79 | ||
| Q4 24 | $1.67 | $0.86 | ||
| Q3 24 | $1.47 | $0.71 | ||
| Q2 24 | $1.45 | $0.85 | ||
| Q1 24 | $1.34 | $0.79 |
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 | $241.7M |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $10.6B | $271.4M |
| 总资产 | $16.1B | $642.3M |
| 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AMEBLBD
| Q4 25 | $458.0M | $241.7M | ||
| Q3 25 | $439.2M | $229.3M | ||
| Q2 25 | $619.7M | $173.1M | ||
| Q1 25 | $399.0M | $130.7M | ||
| Q4 24 | $374.0M | $136.1M | ||
| Q3 24 | $396.3M | $127.7M | ||
| Q2 24 | $396.6M | $88.4M | ||
| Q1 24 | $373.8M | $93.1M |
总债务AMEBLBD
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMEBLBD
| Q4 25 | $10.6B | $271.4M | ||
| Q3 25 | $10.5B | $255.4M | ||
| Q2 25 | $10.4B | $221.8M | ||
| Q1 25 | $10.0B | $190.4M | ||
| Q4 24 | $9.7B | $179.7M | ||
| Q3 24 | $9.6B | $159.6M | ||
| Q2 24 | $9.3B | $137.3M | ||
| Q1 24 | $9.0B | $105.8M |
总资产AMEBLBD
| Q4 25 | $16.1B | $642.3M | ||
| Q3 25 | $16.2B | $625.3M | ||
| Q2 25 | $15.3B | $575.5M | ||
| Q1 25 | $14.9B | $543.7M | ||
| Q4 24 | $14.6B | $535.2M | ||
| Q3 24 | $14.8B | $524.9M | ||
| Q2 24 | $14.8B | $468.1M | ||
| Q1 24 | $14.9B | $456.5M |
负债/权益比AMEBLBD
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $36.6M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $31.1M |
| 自由现金流率自由现金流/营收 | 26.4% | 9.3% |
| 资本支出强度资本支出/营收 | 2.9% | 1.6% |
| 现金转化率经营现金流/净利润 | 1.47× | 1.19× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $162.6M |
8季度趋势，按日历期对齐
经营现金流AMEBLBD
| Q4 25 | $584.3M | $36.6M | ||
| Q3 25 | $440.9M | $65.1M | ||
| Q2 25 | $359.1M | $56.9M | ||
| Q1 25 | $417.5M | $27.8M | ||
| Q4 24 | $550.0M | $26.4M | ||
| Q3 24 | $487.2M | $55.4M | ||
| Q2 24 | $381.4M | $989.0K | ||
| Q1 24 | $410.2M | $54.6M |
自由现金流AMEBLBD
| Q4 25 | $527.3M | $31.1M | ||
| Q3 25 | $420.0M | $60.5M | ||
| Q2 25 | $329.8M | $52.3M | ||
| Q1 25 | $394.5M | $18.7M | ||
| Q4 24 | $498.3M | $21.8M | ||
| Q3 24 | $460.9M | $50.2M | ||
| Q2 24 | $360.0M | $-3.5M | ||
| Q1 24 | $382.6M | $51.8M |
自由现金流率AMEBLBD
| Q4 25 | 26.4% | 9.3% | ||
| Q3 25 | 22.2% | 14.8% | ||
| Q2 25 | 18.5% | 13.1% | ||
| Q1 25 | 22.8% | 5.2% | ||
| Q4 24 | 28.3% | 7.0% | ||
| Q3 24 | 27.0% | 14.3% | ||
| Q2 24 | 20.8% | -1.1% | ||
| Q1 24 | 22.0% | 15.0% |
资本支出强度AMEBLBD
| Q4 25 | 2.9% | 1.6% | ||
| Q3 25 | 1.1% | 1.1% | ||
| Q2 25 | 1.6% | 1.2% | ||
| Q1 25 | 1.3% | 2.5% | ||
| Q4 24 | 2.9% | 1.5% | ||
| Q3 24 | 1.5% | 1.5% | ||
| Q2 24 | 1.2% | 1.3% | ||
| Q1 24 | 1.6% | 0.8% |
现金转化率AMEBLBD
| Q4 25 | 1.47× | 1.19× | ||
| Q3 25 | 1.19× | 1.78× | ||
| Q2 25 | 1.00× | 1.56× | ||
| Q1 25 | 1.19× | 1.07× | ||
| Q4 24 | 1.42× | 0.92× | ||
| Q3 24 | 1.43× | 2.24× | ||
| Q2 24 | 1.13× | 0.03× | ||
| Q1 24 | 1.32× | 2.10× |
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% |
BLBD
| Alternative Fuel Buses | $151.4M | 45% |
| Diesel Buses | $144.9M | 43% |
| Parts | $24.8M | 7% |
| Other | $12.1M | 4% |
