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Ametek（AME）与BWX Technologies, Inc.（BWXT）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BWX Technologies, Inc.的2.3倍（$2.0B vs $885.8M）。Ametek净利率更高（19.9% vs 10.5%，领先9.4%）。BWX Technologies, Inc.同比增速更快（18.7% vs 13.4%）。Ametek自由现金流更多（$527.3M vs $56.8M）。过去两年BWX Technologies, Inc.的营收复合增速更高（21.1% 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。
BWX Technologies Inc.（简称BWXT）总部位于美国弗吉尼亚州林奇堡，是一家面向全球供应核部件与核燃料的专业企业，产品广泛应用于核电及核工业相关领域，服务覆盖全球多个国家和地区的客户。
AME vs BWXT — 直观对比
营收规模更大
AME
是对方的2.3倍
$885.8M
营收增速更快
BWXT
高出5.3%
13.4%
净利率更高
AME
高出9.4%
10.5%
自由现金流更多
AME
多$470.5M
$56.8M
两年增速更快
BWXT
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $885.8M |
| 净利润 | $398.6M | $93.0M |
| 毛利率 | 36.0% | — |
| 营业利润率 | 25.3% | 10.4% |
| 净利率 | 19.9% | 10.5% |
| 营收同比 | 13.4% | 18.7% |
| 净利润同比 | 2.9% | 30.9% |
| 每股收益（稀释后） | $1.73 | $1.02 |
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AMEBWXT
| Q4 25 | $2.0B | $885.8M | ||
| Q3 25 | $1.9B | $866.3M | ||
| Q2 25 | $1.8B | $764.0M | ||
| Q1 25 | $1.7B | $682.3M | ||
| Q4 24 | $1.8B | $746.3M | ||
| Q3 24 | $1.7B | $672.0M | ||
| Q2 24 | $1.7B | $681.5M | ||
| Q1 24 | $1.7B | $604.0M |
净利润AMEBWXT
| Q4 25 | $398.6M | $93.0M | ||
| Q3 25 | $371.4M | $82.1M | ||
| Q2 25 | $358.4M | $78.4M | ||
| Q1 25 | $351.8M | $75.5M | ||
| Q4 24 | $387.3M | $71.0M | ||
| Q3 24 | $340.2M | $69.5M | ||
| Q2 24 | $337.7M | $73.0M | ||
| Q1 24 | $310.9M | $68.5M |
毛利率AMEBWXT
| Q4 25 | 36.0% | — | ||
| Q3 25 | 36.3% | 21.8% | ||
| Q2 25 | 35.8% | 25.1% | ||
| Q1 25 | 36.1% | 24.2% | ||
| Q4 24 | 36.6% | — | ||
| Q3 24 | 36.0% | 24.4% | ||
| Q2 24 | 36.0% | 24.7% | ||
| Q1 24 | 34.1% | 24.6% |
营业利润率AMEBWXT
| Q4 25 | 25.3% | 10.4% | ||
| Q3 25 | 25.8% | 13.1% | ||
| Q2 25 | 26.0% | 13.4% | ||
| Q1 25 | 26.3% | 14.2% | ||
| Q4 24 | 26.6% | 12.4% | ||
| Q3 24 | 26.1% | 14.4% | ||
| Q2 24 | 25.8% | 14.5% | ||
| Q1 24 | 24.0% | 15.4% |
净利率AMEBWXT
| Q4 25 | 19.9% | 10.5% | ||
| Q3 25 | 19.6% | 9.5% | ||
| Q2 25 | 20.2% | 10.3% | ||
| Q1 25 | 20.3% | 11.1% | ||
| Q4 24 | 22.0% | 9.5% | ||
| Q3 24 | 19.9% | 10.3% | ||
| Q2 24 | 19.5% | 10.7% | ||
| Q1 24 | 17.9% | 11.3% |
每股收益（稀释后）AMEBWXT
| Q4 25 | $1.73 | $1.02 | ||
| Q3 25 | $1.60 | $0.89 | ||
| Q2 25 | $1.55 | $0.85 | ||
| Q1 25 | $1.52 | $0.82 | ||
| Q4 24 | $1.67 | $0.77 | ||
| Q3 24 | $1.47 | $0.76 | ||
| Q2 24 | $1.45 | $0.79 | ||
| Q1 24 | $1.34 | $0.75 |
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 | $499.8M |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $10.6B | $1.2B |
| 总资产 | $16.1B | $4.3B |
| 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AMEBWXT
| Q4 25 | $458.0M | $499.8M | ||
| Q3 25 | $439.2M | $79.6M | ||
| Q2 25 | $619.7M | $37.0M | ||
| Q1 25 | $399.0M | $55.4M | ||
| Q4 24 | $374.0M | $74.1M | ||
| Q3 24 | $396.3M | $35.5M | ||
| Q2 24 | $396.6M | $48.3M | ||
| Q1 24 | $373.8M | $45.9M |
总债务AMEBWXT
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMEBWXT
| Q4 25 | $10.6B | $1.2B | ||
| Q3 25 | $10.5B | $1.2B | ||
| Q2 25 | $10.4B | $1.2B | ||
| Q1 25 | $10.0B | $1.1B | ||
| Q4 24 | $9.7B | $1.1B | ||
| Q3 24 | $9.6B | $1.1B | ||
| Q2 24 | $9.3B | $998.5M | ||
| Q1 24 | $9.0B | $946.2M |
总资产AMEBWXT
| Q4 25 | $16.1B | $4.3B | ||
| Q3 25 | $16.2B | $3.8B | ||
| Q2 25 | $15.3B | $3.7B | ||
| Q1 25 | $14.9B | $3.1B | ||
| Q4 24 | $14.6B | $2.9B | ||
| Q3 24 | $14.8B | $2.9B | ||
| Q2 24 | $14.8B | $2.8B | ||
| Q1 24 | $14.9B | $2.8B |
负债/权益比AMEBWXT
| 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 | $127.0M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $56.8M |
| 自由现金流率自由现金流/营收 | 26.4% | 6.4% |
| 资本支出强度资本支出/营收 | 2.9% | 7.9% |
| 现金转化率经营现金流/净利润 | 1.47× | 1.37× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $295.3M |
8季度趋势，按日历期对齐
经营现金流AMEBWXT
| Q4 25 | $584.3M | $127.0M | ||
| Q3 25 | $440.9M | $143.2M | ||
| Q2 25 | $359.1M | $159.0M | ||
| Q1 25 | $417.5M | $50.6M | ||
| Q4 24 | $550.0M | $276.9M | ||
| Q3 24 | $487.2M | $32.6M | ||
| Q2 24 | $381.4M | $65.9M | ||
| Q1 24 | $410.2M | $33.0M |
自由现金流AMEBWXT
| Q4 25 | $527.3M | $56.8M | ||
| Q3 25 | $420.0M | $94.9M | ||
| Q2 25 | $329.8M | $126.3M | ||
| Q1 25 | $394.5M | $17.3M | ||
| Q4 24 | $498.3M | $224.4M | ||
| Q3 24 | $460.9M | $-7.7M | ||
| Q2 24 | $360.0M | $35.5M | ||
| Q1 24 | $382.6M | $2.6M |
自由现金流率AMEBWXT
| Q4 25 | 26.4% | 6.4% | ||
| Q3 25 | 22.2% | 11.0% | ||
| Q2 25 | 18.5% | 16.5% | ||
| Q1 25 | 22.8% | 2.5% | ||
| Q4 24 | 28.3% | 30.1% | ||
| Q3 24 | 27.0% | -1.1% | ||
| Q2 24 | 20.8% | 5.2% | ||
| Q1 24 | 22.0% | 0.4% |
资本支出强度AMEBWXT
| Q4 25 | 2.9% | 7.9% | ||
| Q3 25 | 1.1% | 5.6% | ||
| Q2 25 | 1.6% | 4.3% | ||
| Q1 25 | 1.3% | 4.9% | ||
| Q4 24 | 2.9% | 7.0% | ||
| Q3 24 | 1.5% | 6.0% | ||
| Q2 24 | 1.2% | 4.5% | ||
| Q1 24 | 1.6% | 5.0% |
现金转化率AMEBWXT
| Q4 25 | 1.47× | 1.37× | ||
| Q3 25 | 1.19× | 1.74× | ||
| Q2 25 | 1.00× | 2.03× | ||
| Q1 25 | 1.19× | 0.67× | ||
| Q4 24 | 1.42× | 3.90× | ||
| Q3 24 | 1.43× | 0.47× | ||
| Q2 24 | 1.13× | 0.90× | ||
| Q1 24 | 1.32× | 0.48× |
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% |
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 0% |
