vs
Ametek（AME）与康耐视（CGNX）财务数据对比。点击上方公司名可切换其他公司
Ametek的季度营收约是康耐视的7.9倍（$2.0B vs $252.3M）。Ametek净利率更高（19.9% vs 12.9%，领先7.0%）。Ametek同比增速更快（13.4% vs 9.9%）。Ametek自由现金流更多（$527.3M vs $72.3M）。过去两年康耐视的营收复合增速更高（9.4% 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。
康耐视（Cognex Corporation）是总部位于美国马萨诸塞州内蒂克的机器视觉系统、软件及传感器制造商，业务覆盖全球20余个国家和地区，为各工业领域客户提供高性能的视觉相关产品及解决方案。
AME vs CGNX — 直观对比
营收规模更大
AME
是对方的7.9倍
$252.3M
营收增速更快
AME
高出3.6%
9.9%
净利率更高
AME
高出7.0%
12.9%
自由现金流更多
AME
多$455.0M
$72.3M
两年增速更快
CGNX
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $252.3M |
| 净利润 | $398.6M | $32.7M |
| 毛利率 | 36.0% | 65.7% |
| 营业利润率 | 25.3% | 14.0% |
| 净利率 | 19.9% | 12.9% |
| 营收同比 | 13.4% | 9.9% |
| 净利润同比 | 2.9% | 15.2% |
| 每股收益（稀释后） | $1.73 | $0.20 |
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AMECGNX
| Q4 25 | $2.0B | $252.3M | ||
| Q3 25 | $1.9B | $276.9M | ||
| Q2 25 | $1.8B | $249.1M | ||
| Q1 25 | $1.7B | $216.0M | ||
| Q4 24 | $1.8B | $229.7M | ||
| Q3 24 | $1.7B | $234.7M | ||
| Q2 24 | $1.7B | $239.3M | ||
| Q1 24 | $1.7B | $210.8M |
净利润AMECGNX
| Q4 25 | $398.6M | $32.7M | ||
| Q3 25 | $371.4M | $17.7M | ||
| Q2 25 | $358.4M | $40.5M | ||
| Q1 25 | $351.8M | $23.6M | ||
| Q4 24 | $387.3M | $28.3M | ||
| Q3 24 | $340.2M | $29.6M | ||
| Q2 24 | $337.7M | $36.2M | ||
| Q1 24 | $310.9M | $12.0M |
毛利率AMECGNX
| Q4 25 | 36.0% | 65.7% | ||
| Q3 25 | 36.3% | 67.6% | ||
| Q2 25 | 35.8% | 67.4% | ||
| Q1 25 | 36.1% | 66.8% | ||
| Q4 24 | 36.6% | 68.7% | ||
| Q3 24 | 36.0% | 67.9% | ||
| Q2 24 | 36.0% | 69.6% | ||
| Q1 24 | 34.1% | 67.3% |
营业利润率AMECGNX
| Q4 25 | 25.3% | 14.0% | ||
| Q3 25 | 25.8% | 20.9% | ||
| Q2 25 | 26.0% | 17.4% | ||
| Q1 25 | 26.3% | 12.1% | ||
| Q4 24 | 26.6% | 13.4% | ||
| Q3 24 | 26.1% | 13.4% | ||
| Q2 24 | 25.8% | 16.1% | ||
| Q1 24 | 24.0% | 6.7% |
净利率AMECGNX
| Q4 25 | 19.9% | 12.9% | ||
| Q3 25 | 19.6% | 6.4% | ||
| Q2 25 | 20.2% | 16.3% | ||
| Q1 25 | 20.3% | 10.9% | ||
| Q4 24 | 22.0% | 12.3% | ||
| Q3 24 | 19.9% | 12.6% | ||
| Q2 24 | 19.5% | 15.1% | ||
| Q1 24 | 17.9% | 5.7% |
每股收益（稀释后）AMECGNX
| Q4 25 | $1.73 | $0.20 | ||
| Q3 25 | $1.60 | $0.10 | ||
| Q2 25 | $1.55 | $0.24 | ||
| Q1 25 | $1.52 | $0.14 | ||
| Q4 24 | $1.67 | $0.17 | ||
| Q3 24 | $1.47 | $0.17 | ||
| Q2 24 | $1.45 | $0.21 | ||
| Q1 24 | $1.34 | $0.07 |
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 | $262.9M |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $10.6B | $1.5B |
| 总资产 | $16.1B | $2.0B |
| 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AMECGNX
| Q4 25 | $458.0M | $262.9M | ||
| Q3 25 | $439.2M | $245.9M | ||
| Q2 25 | $619.7M | $179.3M | ||
| Q1 25 | $399.0M | $143.7M | ||
| Q4 24 | $374.0M | $186.1M | ||
| Q3 24 | $396.3M | $197.1M | ||
| Q2 24 | $396.6M | $176.6M | ||
| Q1 24 | $373.8M | $138.9M |
总债务AMECGNX
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMECGNX
| Q4 25 | $10.6B | $1.5B | ||
| Q3 25 | $10.5B | $1.5B | ||
| Q2 25 | $10.4B | $1.5B | ||
| Q1 25 | $10.0B | $1.4B | ||
| Q4 24 | $9.7B | $1.5B | ||
| Q3 24 | $9.6B | $1.6B | ||
| Q2 24 | $9.3B | $1.5B | ||
| Q1 24 | $9.0B | $1.5B |
总资产AMECGNX
| Q4 25 | $16.1B | $2.0B | ||
| Q3 25 | $16.2B | $2.0B | ||
| Q2 25 | $15.3B | $2.0B | ||
| Q1 25 | $14.9B | $1.9B | ||
| Q4 24 | $14.6B | $2.0B | ||
| Q3 24 | $14.8B | $2.1B | ||
| Q2 24 | $14.8B | $2.0B | ||
| Q1 24 | $14.9B | $2.0B |
负债/权益比AMECGNX
| 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 | $74.9M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $72.3M |
| 自由现金流率自由现金流/营收 | 26.4% | 28.7% |
| 资本支出强度资本支出/营收 | 2.9% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.47× | 2.29× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $236.8M |
8季度趋势，按日历期对齐
经营现金流AMECGNX
| Q4 25 | $584.3M | $74.9M | ||
| Q3 25 | $440.9M | $87.5M | ||
| Q2 25 | $359.1M | $42.6M | ||
| Q1 25 | $417.5M | $40.5M | ||
| Q4 24 | $550.0M | $51.4M | ||
| Q3 24 | $487.2M | $56.3M | ||
| Q2 24 | $381.4M | $27.8M | ||
| Q1 24 | $410.2M | $13.6M |
自由现金流AMECGNX
| Q4 25 | $527.3M | $72.3M | ||
| Q3 25 | $420.0M | $86.0M | ||
| Q2 25 | $329.8M | $40.4M | ||
| Q1 25 | $394.5M | $38.0M | ||
| Q4 24 | $498.3M | $49.3M | ||
| Q3 24 | $460.9M | $51.9M | ||
| Q2 24 | $360.0M | $23.3M | ||
| Q1 24 | $382.6M | $9.6M |
自由现金流率AMECGNX
| Q4 25 | 26.4% | 28.7% | ||
| Q3 25 | 22.2% | 31.1% | ||
| Q2 25 | 18.5% | 16.2% | ||
| Q1 25 | 22.8% | 17.6% | ||
| Q4 24 | 28.3% | 21.5% | ||
| Q3 24 | 27.0% | 22.1% | ||
| Q2 24 | 20.8% | 9.7% | ||
| Q1 24 | 22.0% | 4.5% |
资本支出强度AMECGNX
| Q4 25 | 2.9% | 1.0% | ||
| Q3 25 | 1.1% | 0.5% | ||
| Q2 25 | 1.6% | 0.9% | ||
| Q1 25 | 1.3% | 1.2% | ||
| Q4 24 | 2.9% | 0.9% | ||
| Q3 24 | 1.5% | 1.9% | ||
| Q2 24 | 1.2% | 1.9% | ||
| Q1 24 | 1.6% | 1.9% |
现金转化率AMECGNX
| Q4 25 | 1.47× | 2.29× | ||
| Q3 25 | 1.19× | 4.95× | ||
| Q2 25 | 1.00× | 1.05× | ||
| Q1 25 | 1.19× | 1.72× | ||
| Q4 24 | 1.42× | 1.81× | ||
| Q3 24 | 1.43× | 1.90× | ||
| Q2 24 | 1.13× | 0.77× | ||
| Q1 24 | 1.32× | 1.13× |
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% |
CGNX
暂无分部数据
