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Ametek（AME）与DoorDash（DASH）财务数据对比。点击上方公司名可切换其他公司
DoorDash的季度营收约是Ametek的2.0倍（$4.0B vs $2.0B），Ametek净利率更高（19.9% vs 5.4%，领先14.6%），DoorDash同比增速更快（37.7% vs 13.4%），Ametek自由现金流更多（$527.3M vs $367.0M），过去两年DoorDash的营收复合增速更高（25.5% 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。
DoorDash是美国头部在线订餐及配送平台，也是美国规模最大的外卖配送服务商，占据当地外卖配送市场56%的份额，便民配送品类市场占比更是高达60%。截至2020年12月31日，平台合作商户超45万家，服务消费者超2000万，注册配送员数量突破100万。
AME vs DASH — 直观对比
营收规模更大
DASH
是对方的2.0倍
$2.0B
营收增速更快
DASH
高出24.2%
13.4%
净利率更高
AME
高出14.6%
5.4%
自由现金流更多
AME
多$160.3M
$367.0M
两年增速更快
DASH
近两年复合增速
7.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $4.0B |
| 净利润 | $398.6M | $213.0M |
| 毛利率 | 36.0% | — |
| 营业利润率 | 25.3% | 3.7% |
| 净利率 | 19.9% | 5.4% |
| 营收同比 | 13.4% | 37.7% |
| 净利润同比 | 2.9% | 51.1% |
| 每股收益（稀释后） | $1.73 | $0.49 |
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AMEDASH
| Q4 25 | $2.0B | $4.0B | ||
| Q3 25 | $1.9B | $3.4B | ||
| Q2 25 | $1.8B | $3.3B | ||
| Q1 25 | $1.7B | $3.0B | ||
| Q4 24 | $1.8B | $2.9B | ||
| Q3 24 | $1.7B | $2.7B | ||
| Q2 24 | $1.7B | $2.6B | ||
| Q1 24 | $1.7B | $2.5B |
净利润AMEDASH
| Q4 25 | $398.6M | $213.0M | ||
| Q3 25 | $371.4M | $244.0M | ||
| Q2 25 | $358.4M | $285.0M | ||
| Q1 25 | $351.8M | $193.0M | ||
| Q4 24 | $387.3M | $141.0M | ||
| Q3 24 | $340.2M | $162.0M | ||
| Q2 24 | $337.7M | $-157.0M | ||
| Q1 24 | $310.9M | $-23.0M |
毛利率AMEDASH
| Q4 25 | 36.0% | — | ||
| Q3 25 | 36.3% | — | ||
| Q2 25 | 35.8% | — | ||
| Q1 25 | 36.1% | — | ||
| Q4 24 | 36.6% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 36.0% | — | ||
| Q1 24 | 34.1% | — |
营业利润率AMEDASH
| Q4 25 | 25.3% | 3.7% | ||
| Q3 25 | 25.8% | 7.5% | ||
| Q2 25 | 26.0% | 5.0% | ||
| Q1 25 | 26.3% | 5.1% | ||
| Q4 24 | 26.6% | 4.1% | ||
| Q3 24 | 26.1% | 4.0% | ||
| Q2 24 | 25.8% | -7.6% | ||
| Q1 24 | 24.0% | -2.4% |
净利率AMEDASH
| Q4 25 | 19.9% | 5.4% | ||
| Q3 25 | 19.6% | 7.1% | ||
| Q2 25 | 20.2% | 8.7% | ||
| Q1 25 | 20.3% | 6.4% | ||
| Q4 24 | 22.0% | 4.9% | ||
| Q3 24 | 19.9% | 6.0% | ||
| Q2 24 | 19.5% | -6.0% | ||
| Q1 24 | 17.9% | -0.9% |
每股收益（稀释后）AMEDASH
| Q4 25 | $1.73 | $0.49 | ||
| Q3 25 | $1.60 | $0.55 | ||
| Q2 25 | $1.55 | $0.65 | ||
| Q1 25 | $1.52 | $0.44 | ||
| Q4 24 | $1.67 | $0.35 | ||
| Q3 24 | $1.47 | $0.38 | ||
| Q2 24 | $1.45 | $-0.38 | ||
| Q1 24 | $1.34 | $-0.06 |
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 | $4.4B |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $10.6B | $10.0B |
| 总资产 | $16.1B | $19.7B |
| 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AMEDASH
| Q4 25 | $458.0M | $4.4B | ||
| Q3 25 | $439.2M | $3.3B | ||
| Q2 25 | $619.7M | $3.9B | ||
| Q1 25 | $399.0M | $4.5B | ||
| Q4 24 | $374.0M | $4.0B | ||
| Q3 24 | $396.3M | $3.7B | ||
| Q2 24 | $396.6M | $3.4B | ||
| Q1 24 | $373.8M | $3.1B |
总债务AMEDASH
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMEDASH
| Q4 25 | $10.6B | $10.0B | ||
| Q3 25 | $10.5B | $9.5B | ||
| Q2 25 | $10.4B | $8.9B | ||
| Q1 25 | $10.0B | $8.4B | ||
| Q4 24 | $9.7B | $7.8B | ||
| Q3 24 | $9.6B | $7.6B | ||
| Q2 24 | $9.3B | $7.2B | ||
| Q1 24 | $9.0B | $7.0B |
总资产AMEDASH
| Q4 25 | $16.1B | $19.7B | ||
| Q3 25 | $16.2B | $18.0B | ||
| Q2 25 | $15.3B | $16.9B | ||
| Q1 25 | $14.9B | $13.6B | ||
| Q4 24 | $14.6B | $12.8B | ||
| Q3 24 | $14.8B | $12.3B | ||
| Q2 24 | $14.8B | $11.8B | ||
| Q1 24 | $14.9B | $11.4B |
负债/权益比AMEDASH
| 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 | $421.0M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $367.0M |
| 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% | 1.4% |
| 现金转化率经营现金流/净利润 | 1.47× | 1.98× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $2.2B |
8季度趋势，按日历期对齐
经营现金流AMEDASH
| Q4 25 | $584.3M | $421.0M | ||
| Q3 25 | $440.9M | $871.0M | ||
| Q2 25 | $359.1M | $504.0M | ||
| Q1 25 | $417.5M | $635.0M | ||
| Q4 24 | $550.0M | $518.0M | ||
| Q3 24 | $487.2M | $531.0M | ||
| Q2 24 | $381.4M | $530.0M | ||
| Q1 24 | $410.2M | $553.0M |
自由现金流AMEDASH
| Q4 25 | $527.3M | $367.0M | ||
| Q3 25 | $420.0M | $808.0M | ||
| Q2 25 | $329.8M | $438.0M | ||
| Q1 25 | $394.5M | $561.0M | ||
| Q4 24 | $498.3M | $486.0M | ||
| Q3 24 | $460.9M | $499.0M | ||
| Q2 24 | $360.0M | $507.0M | ||
| Q1 24 | $382.6M | $536.0M |
自由现金流率AMEDASH
| Q4 25 | 26.4% | 9.3% | ||
| Q3 25 | 22.2% | 23.4% | ||
| Q2 25 | 18.5% | 13.3% | ||
| Q1 25 | 22.8% | 18.5% | ||
| Q4 24 | 28.3% | 16.9% | ||
| Q3 24 | 27.0% | 18.4% | ||
| Q2 24 | 20.8% | 19.3% | ||
| Q1 24 | 22.0% | 21.3% |
资本支出强度AMEDASH
| Q4 25 | 2.9% | 1.4% | ||
| Q3 25 | 1.1% | 1.8% | ||
| Q2 25 | 1.6% | 2.0% | ||
| Q1 25 | 1.3% | 2.4% | ||
| Q4 24 | 2.9% | 1.1% | ||
| Q3 24 | 1.5% | 1.2% | ||
| Q2 24 | 1.2% | 0.9% | ||
| Q1 24 | 1.6% | 0.7% |
现金转化率AMEDASH
| Q4 25 | 1.47× | 1.98× | ||
| Q3 25 | 1.19× | 3.57× | ||
| Q2 25 | 1.00× | 1.77× | ||
| Q1 25 | 1.19× | 3.29× | ||
| Q4 24 | 1.42× | 3.67× | ||
| Q3 24 | 1.43× | 3.28× | ||
| Q2 24 | 1.13× | — | ||
| Q1 24 | 1.32× | — |
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% |
DASH
暂无分部数据
