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Ametek（AME）与Digital Realty（DLR）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Digital Realty的1.2倍（$2.0B vs $1.6B），Ametek净利率更高（19.9% vs 6.0%，领先13.9%），Digital Realty同比增速更快（16.1% vs 13.4%），过去两年Digital Realty的营收复合增速更高（9.8% 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。
Digital Realty是一家全球知名的不动产投资信托企业，核心业务涵盖全球各地运营商中立数据中心的持有、运营与投资，可为客户提供数据中心部署、主机托管、网络互联等多元专业服务，能够满足不同企业对算力基础设施、数据存储及网络连接的多样化需求。
AME vs DLR — 直观对比
营收规模更大
AME
是对方的1.2倍
$1.6B
营收增速更快
DLR
高出2.7%
13.4%
净利率更高
AME
高出13.9%
6.0%
两年增速更快
DLR
近两年复合增速
7.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.6B |
| 净利润 | $398.6M | $98.6M |
| 毛利率 | 36.0% | — |
| 营业利润率 | 25.3% | 6.9% |
| 净利率 | 19.9% | 6.0% |
| 营收同比 | 13.4% | 16.1% |
| 净利润同比 | 2.9% | -10.3% |
| 每股收益（稀释后） | $1.73 | $0.22 |
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AMEDLR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.0B | $1.6B | ||
| Q3 25 | $1.9B | $1.6B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $1.8B | $1.4B | ||
| Q3 24 | $1.7B | $1.4B | ||
| Q2 24 | $1.7B | $1.4B |
净利润AMEDLR
| Q1 26 | — | $98.6M | ||
| Q4 25 | $398.6M | $98.6M | ||
| Q3 25 | $371.4M | $67.8M | ||
| Q2 25 | $358.4M | $1.0B | ||
| Q1 25 | $351.8M | $110.0M | ||
| Q4 24 | $387.3M | $189.6M | ||
| Q3 24 | $340.2M | $51.2M | ||
| Q2 24 | $337.7M | $80.2M |
毛利率AMEDLR
| Q1 26 | — | — | ||
| 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% | — |
营业利润率AMEDLR
| Q1 26 | — | 6.9% | ||
| Q4 25 | 25.3% | 6.9% | ||
| Q3 25 | 25.8% | 8.8% | ||
| Q2 25 | 26.0% | 14.2% | ||
| Q1 25 | 26.3% | 13.9% | ||
| Q4 24 | 26.6% | 10.1% | ||
| Q3 24 | 26.1% | 11.8% | ||
| Q2 24 | 25.8% | 0.7% |
净利率AMEDLR
| Q1 26 | — | 6.0% | ||
| Q4 25 | 19.9% | 6.0% | ||
| Q3 25 | 19.6% | 4.3% | ||
| Q2 25 | 20.2% | 69.1% | ||
| Q1 25 | 20.3% | 7.8% | ||
| Q4 24 | 22.0% | 13.2% | ||
| Q3 24 | 19.9% | 3.6% | ||
| Q2 24 | 19.5% | 5.9% |
每股收益（稀释后）AMEDLR
| Q1 26 | — | $0.22 | ||
| Q4 25 | $1.73 | $0.22 | ||
| Q3 25 | $1.60 | $0.15 | ||
| Q2 25 | $1.55 | $2.94 | ||
| Q1 25 | $1.52 | $0.27 | ||
| Q4 24 | $1.67 | $0.50 | ||
| Q3 24 | $1.47 | $0.09 | ||
| Q2 24 | $1.45 | $0.20 |
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 | $3.5B |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $10.6B | $22.9B |
| 总资产 | $16.1B | $49.4B |
| 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AMEDLR
| Q1 26 | — | $3.5B | ||
| Q4 25 | $458.0M | $3.5B | ||
| Q3 25 | $439.2M | $3.3B | ||
| Q2 25 | $619.7M | $3.6B | ||
| Q1 25 | $399.0M | $2.3B | ||
| Q4 24 | $374.0M | $3.9B | ||
| Q3 24 | $396.3M | $2.2B | ||
| Q2 24 | $396.6M | $2.3B |
总债务AMEDLR
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMEDLR
| Q1 26 | — | $22.9B | ||
| Q4 25 | $10.6B | $22.9B | ||
| Q3 25 | $10.5B | $23.0B | ||
| Q2 25 | $10.4B | $22.9B | ||
| Q1 25 | $10.0B | $21.3B | ||
| Q4 24 | $9.7B | $21.3B | ||
| Q3 24 | $9.6B | $21.2B | ||
| Q2 24 | $9.3B | $20.5B |
总资产AMEDLR
| Q1 26 | — | $49.4B | ||
| Q4 25 | $16.1B | $49.4B | ||
| Q3 25 | $16.2B | $48.7B | ||
| Q2 25 | $15.3B | $48.7B | ||
| Q1 25 | $14.9B | $45.1B | ||
| Q4 24 | $14.6B | $45.3B | ||
| Q3 24 | $14.8B | $45.3B | ||
| Q2 24 | $14.8B | $43.6B |
负债/权益比AMEDLR
| Q1 26 | — | — | ||
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 自由现金流经营现金流 - 资本支出 | $527.3M | — |
| 自由现金流率自由现金流/营收 | 26.4% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 现金转化率经营现金流/净利润 | 1.47× | — |
| 过去12个月自由现金流最近4个季度 | $1.7B | — |
8季度趋势，按日历期对齐
经营现金流AMEDLR
| Q1 26 | — | — | ||
| Q4 25 | $584.3M | $719.0M | ||
| Q3 25 | $440.9M | $652.9M | ||
| Q2 25 | $359.1M | $641.2M | ||
| Q1 25 | $417.5M | $399.1M | ||
| Q4 24 | $550.0M | $769.5M | ||
| Q3 24 | $487.2M | $566.5M | ||
| Q2 24 | $381.4M | $573.2M |
自由现金流AMEDLR
| Q1 26 | — | — | ||
| Q4 25 | $527.3M | — | ||
| Q3 25 | $420.0M | — | ||
| Q2 25 | $329.8M | — | ||
| Q1 25 | $394.5M | — | ||
| Q4 24 | $498.3M | — | ||
| Q3 24 | $460.9M | — | ||
| Q2 24 | $360.0M | — |
自由现金流率AMEDLR
| Q1 26 | — | — | ||
| Q4 25 | 26.4% | — | ||
| Q3 25 | 22.2% | — | ||
| Q2 25 | 18.5% | — | ||
| Q1 25 | 22.8% | — | ||
| Q4 24 | 28.3% | — | ||
| Q3 24 | 27.0% | — | ||
| Q2 24 | 20.8% | — |
资本支出强度AMEDLR
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 1.2% | — |
现金转化率AMEDLR
| Q1 26 | — | — | ||
| Q4 25 | 1.47× | 7.29× | ||
| Q3 25 | 1.19× | 9.63× | ||
| Q2 25 | 1.00× | 0.62× | ||
| Q1 25 | 1.19× | 3.63× | ||
| Q4 24 | 1.42× | 4.06× | ||
| Q3 24 | 1.43× | 11.07× | ||
| Q2 24 | 1.13× | 7.15× |
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% |
DLR
暂无分部数据
