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Ametek（AME）与Leonardo DRS, Inc.（DRS）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Leonardo DRS, Inc.的1.9倍（$2.0B vs $1.1B）。Ametek净利率更高（19.9% vs 9.6%，领先10.3%）。Ametek同比增速更快（13.4% vs 8.1%）。Ametek自由现金流更多（$527.3M vs $376.0M）。过去两年Leonardo DRS, Inc.的营收复合增速更高（24.1% 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。
莱昂纳多DRS公司是美国本土国防承包商，前身为DRS技术公司，曾于纽约证券交易所挂牌交易，2008年被莱昂纳多的前身芬梅卡尼卡收购，核心业务为向美国军方提供先进国防技术及配套系统产品。
AME vs DRS — 直观对比
营收规模更大
AME
是对方的1.9倍
$1.1B
营收增速更快
AME
高出5.4%
8.1%
净利率更高
AME
高出10.3%
9.6%
自由现金流更多
AME
多$151.3M
$376.0M
两年增速更快
DRS
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.1B |
| 净利润 | $398.6M | $102.0M |
| 毛利率 | 36.0% | 25.4% |
| 营业利润率 | 25.3% | 11.9% |
| 净利率 | 19.9% | 9.6% |
| 营收同比 | 13.4% | 8.1% |
| 净利润同比 | 2.9% | 14.6% |
| 每股收益（稀释后） | $1.73 | $0.38 |
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AMEDRS
| Q4 25 | $2.0B | $1.1B | ||
| Q3 25 | $1.9B | $960.0M | ||
| Q2 25 | $1.8B | $829.0M | ||
| Q1 25 | $1.7B | $799.0M | ||
| Q4 24 | $1.8B | $981.0M | ||
| Q3 24 | $1.7B | $812.0M | ||
| Q2 24 | $1.7B | $753.0M | ||
| Q1 24 | $1.7B | $688.0M |
净利润AMEDRS
| Q4 25 | $398.6M | $102.0M | ||
| Q3 25 | $371.4M | $72.0M | ||
| Q2 25 | $358.4M | $54.0M | ||
| Q1 25 | $351.8M | $50.0M | ||
| Q4 24 | $387.3M | $89.0M | ||
| Q3 24 | $340.2M | $57.0M | ||
| Q2 24 | $337.7M | $38.0M | ||
| Q1 24 | $310.9M | $29.0M |
毛利率AMEDRS
| Q4 25 | 36.0% | 25.4% | ||
| Q3 25 | 36.3% | 23.1% | ||
| Q2 25 | 35.8% | 23.8% | ||
| Q1 25 | 36.1% | 22.7% | ||
| Q4 24 | 36.6% | 24.0% | ||
| Q3 24 | 36.0% | 22.0% | ||
| Q2 24 | 36.0% | 22.4% | ||
| Q1 24 | 34.1% | 22.2% |
营业利润率AMEDRS
| Q4 25 | 25.3% | 11.9% | ||
| Q3 25 | 25.8% | 9.7% | ||
| Q2 25 | 26.0% | 8.4% | ||
| Q1 25 | 26.3% | 7.4% | ||
| Q4 24 | 26.6% | 12.2% | ||
| Q3 24 | 26.1% | 9.2% | ||
| Q2 24 | 25.8% | 7.3% | ||
| Q1 24 | 24.0% | 6.3% |
净利率AMEDRS
| Q4 25 | 19.9% | 9.6% | ||
| Q3 25 | 19.6% | 7.5% | ||
| Q2 25 | 20.2% | 6.5% | ||
| Q1 25 | 20.3% | 6.3% | ||
| Q4 24 | 22.0% | 9.1% | ||
| Q3 24 | 19.9% | 7.0% | ||
| Q2 24 | 19.5% | 5.0% | ||
| Q1 24 | 17.9% | 4.2% |
每股收益（稀释后）AMEDRS
| Q4 25 | $1.73 | $0.38 | ||
| Q3 25 | $1.60 | $0.26 | ||
| Q2 25 | $1.55 | $0.20 | ||
| Q1 25 | $1.52 | $0.19 | ||
| Q4 24 | $1.67 | $0.34 | ||
| Q3 24 | $1.47 | $0.21 | ||
| Q2 24 | $1.45 | $0.14 | ||
| Q1 24 | $1.34 | $0.11 |
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 | $647.0M |
| 总债务越低越好 | $2.3B | $321.0M |
| 股东权益账面价值 | $10.6B | $2.7B |
| 总资产 | $16.1B | $4.5B |
| 负债/权益比越低杠杆越低 | 0.21× | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资AMEDRS
| Q4 25 | $458.0M | $647.0M | ||
| Q3 25 | $439.2M | $309.0M | ||
| Q2 25 | $619.7M | $278.0M | ||
| Q1 25 | $399.0M | $380.0M | ||
| Q4 24 | $374.0M | $598.0M | ||
| Q3 24 | $396.3M | $198.0M | ||
| Q2 24 | $396.6M | $149.0M | ||
| Q1 24 | $373.8M | $160.0M |
总债务AMEDRS
| Q4 25 | $2.3B | $321.0M | ||
| Q3 25 | — | $326.0M | ||
| Q2 25 | — | $331.0M | ||
| Q1 25 | — | $335.0M | ||
| Q4 24 | $2.1B | $340.0M | ||
| Q3 24 | — | $345.0M | ||
| Q2 24 | — | $351.0M | ||
| Q1 24 | — | $356.0M |
股东权益AMEDRS
| Q4 25 | $10.6B | $2.7B | ||
| Q3 25 | $10.5B | $2.6B | ||
| Q2 25 | $10.4B | $2.6B | ||
| Q1 25 | $10.0B | $2.6B | ||
| Q4 24 | $9.7B | $2.6B | ||
| Q3 24 | $9.6B | $2.5B | ||
| Q2 24 | $9.3B | $2.4B | ||
| Q1 24 | $9.0B | $2.4B |
总资产AMEDRS
| Q4 25 | $16.1B | $4.5B | ||
| Q3 25 | $16.2B | $4.2B | ||
| Q2 25 | $15.3B | $4.1B | ||
| Q1 25 | $14.9B | $4.1B | ||
| Q4 24 | $14.6B | $4.2B | ||
| Q3 24 | $14.8B | $3.9B | ||
| Q2 24 | $14.8B | $3.8B | ||
| Q1 24 | $14.9B | $3.8B |
负债/权益比AMEDRS
| Q4 25 | 0.21× | 0.12× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.13× | ||
| Q1 25 | — | 0.13× | ||
| Q4 24 | 0.22× | 0.13× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | 0.15× |
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 | $425.0M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $376.0M |
| 自由现金流率自由现金流/营收 | 26.4% | 35.5% |
| 资本支出强度资本支出/营收 | 2.9% | 4.6% |
| 现金转化率经营现金流/净利润 | 1.47× | 4.17× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $227.0M |
8季度趋势，按日历期对齐
经营现金流AMEDRS
| Q4 25 | $584.3M | $425.0M | ||
| Q3 25 | $440.9M | $107.0M | ||
| Q2 25 | $359.1M | $-28.0M | ||
| Q1 25 | $417.5M | $-138.0M | ||
| Q4 24 | $550.0M | $443.0M | ||
| Q3 24 | $487.2M | $59.0M | ||
| Q2 24 | $381.4M | $34.0M | ||
| Q1 24 | $410.2M | $-265.0M |
自由现金流AMEDRS
| Q4 25 | $527.3M | $376.0M | ||
| Q3 25 | $420.0M | $77.0M | ||
| Q2 25 | $329.8M | $-56.0M | ||
| Q1 25 | $394.5M | $-170.0M | ||
| Q4 24 | $498.3M | $414.0M | ||
| Q3 24 | $460.9M | $47.0M | ||
| Q2 24 | $360.0M | $0 | ||
| Q1 24 | $382.6M | $-275.0M |
自由现金流率AMEDRS
| Q4 25 | 26.4% | 35.5% | ||
| Q3 25 | 22.2% | 8.0% | ||
| Q2 25 | 18.5% | -6.8% | ||
| Q1 25 | 22.8% | -21.3% | ||
| Q4 24 | 28.3% | 42.2% | ||
| Q3 24 | 27.0% | 5.8% | ||
| Q2 24 | 20.8% | 0.0% | ||
| Q1 24 | 22.0% | -40.0% |
资本支出强度AMEDRS
| Q4 25 | 2.9% | 4.6% | ||
| Q3 25 | 1.1% | 3.1% | ||
| Q2 25 | 1.6% | 3.4% | ||
| Q1 25 | 1.3% | 4.0% | ||
| Q4 24 | 2.9% | 3.0% | ||
| Q3 24 | 1.5% | 1.5% | ||
| Q2 24 | 1.2% | 4.5% | ||
| Q1 24 | 1.6% | 1.5% |
现金转化率AMEDRS
| Q4 25 | 1.47× | 4.17× | ||
| Q3 25 | 1.19× | 1.49× | ||
| Q2 25 | 1.00× | -0.52× | ||
| Q1 25 | 1.19× | -2.76× | ||
| Q4 24 | 1.42× | 4.98× | ||
| Q3 24 | 1.43× | 1.04× | ||
| Q2 24 | 1.13× | 0.89× | ||
| Q1 24 | 1.32× | -9.14× |
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% |
DRS
暂无分部数据
