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Ametek(AME)与CECO ENVIRONMENTAL CORP(CECO)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CECO ENVIRONMENTAL CORP的9.3倍($2.0B vs $214.7M)。Ametek净利率更高(19.9% vs 1.4%,领先18.5%)。CECO ENVIRONMENTAL CORP同比增速更快(35.4% vs 13.4%)。Ametek自由现金流更多($527.3M vs $7.3M)。过去两年CECO ENVIRONMENTAL CORP的营收复合增速更高(30.4% 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。
CECO环保是1966年成立的美国工业技术企业,总部位于得克萨斯州达拉斯,在纳斯达克上市,股票代码为CECO。公司面向制造、化工、能源、炼油等工业领域,提供空气污染治理相关的技术、产品及服务,助力工业客户满足环保排放要求。
AME vs CECO — 直观对比
营收规模更大
AME
是对方的9.3倍
$214.7M
营收增速更快
CECO
高出22.0%
13.4%
净利率更高
AME
高出18.5%
1.4%
自由现金流更多
AME
多$520.0M
$7.3M
两年增速更快
CECO
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $214.7M |
| 净利润 | $398.6M | $3.1M |
| 毛利率 | 36.0% | 35.1% |
| 营业利润率 | 25.3% | 7.7% |
| 净利率 | 19.9% | 1.4% |
| 营收同比 | 13.4% | 35.4% |
| 净利润同比 | 2.9% | -37.3% |
| 每股收益(稀释后) | $1.73 | $0.09 |
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
AME
CECO
| Q4 25 | $2.0B | $214.7M | ||
| Q3 25 | $1.9B | $197.6M | ||
| Q2 25 | $1.8B | $185.4M | ||
| Q1 25 | $1.7B | $176.7M | ||
| Q4 24 | $1.8B | $158.6M | ||
| Q3 24 | $1.7B | $135.5M | ||
| Q2 24 | $1.7B | $137.5M | ||
| Q1 24 | $1.7B | $126.3M |
净利润
AME
CECO
| Q4 25 | $398.6M | $3.1M | ||
| Q3 25 | $371.4M | $1.5M | ||
| Q2 25 | $358.4M | $9.5M | ||
| Q1 25 | $351.8M | $36.0M | ||
| Q4 24 | $387.3M | $4.9M | ||
| Q3 24 | $340.2M | $2.1M | ||
| Q2 24 | $337.7M | $4.5M | ||
| Q1 24 | $310.9M | $1.5M |
毛利率
AME
CECO
| Q4 25 | 36.0% | 35.1% | ||
| Q3 25 | 36.3% | 32.7% | ||
| Q2 25 | 35.8% | 36.2% | ||
| Q1 25 | 36.1% | 35.2% | ||
| Q4 24 | 36.6% | 35.8% | ||
| Q3 24 | 36.0% | 33.4% | ||
| Q2 24 | 36.0% | 35.7% | ||
| Q1 24 | 34.1% | 35.7% |
营业利润率
AME
CECO
| Q4 25 | 25.3% | 7.7% | ||
| Q3 25 | 25.8% | 4.8% | ||
| Q2 25 | 26.0% | 9.7% | ||
| Q1 25 | 26.3% | 35.0% | ||
| Q4 24 | 26.6% | 7.1% | ||
| Q3 24 | 26.1% | 5.3% | ||
| Q2 24 | 25.8% | 6.7% | ||
| Q1 24 | 24.0% | 6.1% |
净利率
AME
CECO
| Q4 25 | 19.9% | 1.4% | ||
| Q3 25 | 19.6% | 0.8% | ||
| Q2 25 | 20.2% | 5.1% | ||
| Q1 25 | 20.3% | 20.4% | ||
| Q4 24 | 22.0% | 3.1% | ||
| Q3 24 | 19.9% | 1.5% | ||
| Q2 24 | 19.5% | 3.3% | ||
| Q1 24 | 17.9% | 1.2% |
每股收益(稀释后)
AME
CECO
| Q4 25 | $1.73 | $0.09 | ||
| Q3 25 | $1.60 | $0.04 | ||
| Q2 25 | $1.55 | $0.26 | ||
| Q1 25 | $1.52 | $0.98 | ||
| Q4 24 | $1.67 | $0.14 | ||
| Q3 24 | $1.47 | $0.06 | ||
| Q2 24 | $1.45 | $0.12 | ||
| Q1 24 | $1.34 | $0.04 |
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 | $33.1M |
| 总债务越低越好 | $2.3B | $212.4M |
| 股东权益账面价值 | $10.6B | $317.5M |
| 总资产 | $16.1B | $893.8M |
| 负债/权益比越低杠杆越低 | 0.21× | 0.67× |
8季度趋势,按日历期对齐
现金及短期投资
AME
CECO
| Q4 25 | $458.0M | $33.1M | ||
| Q3 25 | $439.2M | $32.8M | ||
| Q2 25 | $619.7M | $36.8M | ||
| Q1 25 | $399.0M | $146.5M | ||
| Q4 24 | $374.0M | $37.8M | ||
| Q3 24 | $396.3M | $38.7M | ||
| Q2 24 | $396.6M | $36.5M | ||
| Q1 24 | $373.8M | $46.6M |
总债务
AME
CECO
| Q4 25 | $2.3B | $212.4M | ||
| Q3 25 | — | $220.9M | ||
| Q2 25 | — | $238.7M | ||
| Q1 25 | — | $339.7M | ||
| Q4 24 | $2.1B | $218.9M | ||
| Q3 24 | — | $133.4M | ||
| Q2 24 | — | $130.8M | ||
| Q1 24 | — | $135.7M |
股东权益
AME
CECO
| Q4 25 | $10.6B | $317.5M | ||
| Q3 25 | $10.5B | $309.2M | ||
| Q2 25 | $10.4B | $298.4M | ||
| Q1 25 | $10.0B | $285.8M | ||
| Q4 24 | $9.7B | $247.7M | ||
| Q3 24 | $9.6B | $241.3M | ||
| Q2 24 | $9.3B | $235.0M | ||
| Q1 24 | $9.0B | $231.5M |
总资产
AME
CECO
| Q4 25 | $16.1B | $893.8M | ||
| Q3 25 | $16.2B | $891.9M | ||
| Q2 25 | $15.3B | $876.6M | ||
| Q1 25 | $14.9B | $957.1M | ||
| Q4 24 | $14.6B | $759.7M | ||
| Q3 24 | $14.8B | $621.5M | ||
| Q2 24 | $14.8B | $598.1M | ||
| Q1 24 | $14.9B | $589.0M |
负债/权益比
AME
CECO
| Q4 25 | 0.21× | 0.67× | ||
| Q3 25 | — | 0.71× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 1.19× | ||
| Q4 24 | 0.22× | 0.88× | ||
| Q3 24 | — | 0.55× | ||
| Q2 24 | — | 0.56× | ||
| Q1 24 | — | 0.59× |
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 | $10.0M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $7.3M |
| 自由现金流率自由现金流/营收 | 26.4% | 3.4% |
| 资本支出强度资本支出/营收 | 2.9% | 1.2% |
| 现金转化率经营现金流/净利润 | 1.47× | 3.26× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $-5.5M |
8季度趋势,按日历期对齐
经营现金流
AME
CECO
| Q4 25 | $584.3M | $10.0M | ||
| Q3 25 | $440.9M | $15.3M | ||
| Q2 25 | $359.1M | $-7.7M | ||
| Q1 25 | $417.5M | $-11.7M | ||
| Q4 24 | $550.0M | $1.8M | ||
| Q3 24 | $487.2M | $15.1M | ||
| Q2 24 | $381.4M | $6.7M | ||
| Q1 24 | $410.2M | $1.2M |
自由现金流
AME
CECO
| Q4 25 | $527.3M | $7.3M | ||
| Q3 25 | $420.0M | $11.0M | ||
| Q2 25 | $329.8M | $-8.7M | ||
| Q1 25 | $394.5M | $-15.1M | ||
| Q4 24 | $498.3M | $-4.3M | ||
| Q3 24 | $460.9M | $11.1M | ||
| Q2 24 | $360.0M | $2.5M | ||
| Q1 24 | $382.6M | $-1.9M |
自由现金流率
AME
CECO
| Q4 25 | 26.4% | 3.4% | ||
| Q3 25 | 22.2% | 5.6% | ||
| Q2 25 | 18.5% | -4.7% | ||
| Q1 25 | 22.8% | -8.5% | ||
| Q4 24 | 28.3% | -2.7% | ||
| Q3 24 | 27.0% | 8.2% | ||
| Q2 24 | 20.8% | 1.9% | ||
| Q1 24 | 22.0% | -1.5% |
资本支出强度
AME
CECO
| Q4 25 | 2.9% | 1.2% | ||
| Q3 25 | 1.1% | 2.1% | ||
| Q2 25 | 1.6% | 0.6% | ||
| Q1 25 | 1.3% | 1.9% | ||
| Q4 24 | 2.9% | 3.9% | ||
| Q3 24 | 1.5% | 3.0% | ||
| Q2 24 | 1.2% | 3.0% | ||
| Q1 24 | 1.6% | 2.5% |
现金转化率
AME
CECO
| Q4 25 | 1.47× | 3.26× | ||
| Q3 25 | 1.19× | 10.18× | ||
| Q2 25 | 1.00× | -0.81× | ||
| Q1 25 | 1.19× | -0.33× | ||
| Q4 24 | 1.42× | 0.37× | ||
| Q3 24 | 1.43× | 7.24× | ||
| Q2 24 | 1.13× | 1.49× | ||
| Q1 24 | 1.32× | 0.81× |
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% |
CECO
暂无分部数据