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Ametek（AME）与FTAI Infrastructure Inc.（FIP）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FTAI Infrastructure Inc.的13.9倍（$2.0B vs $143.5M）。Ametek净利率更高（19.9% vs -68.1%，领先88.0%）。FTAI Infrastructure Inc.同比增速更快（77.7% vs 13.4%）。Ametek自由现金流更多（$527.3M vs $-68.6M）。过去两年FTAI Infrastructure Inc.的营收复合增速更高（31.9% 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。
FTAI基础设施有限公司持有、运营并投资交通物流、中游能源、发电等核心领域的优质关键基础设施资产，主要面向北美市场，聚焦拥有稳定长期现金流、合同约定收入流的项目，为利益相关方创造可持续回报。
AME vs FIP — 直观对比
营收规模更大
AME
是对方的13.9倍
$143.5M
营收增速更快
FIP
高出64.3%
13.4%
净利率更高
AME
高出88.0%
-68.1%
自由现金流更多
AME
多$595.9M
$-68.6M
两年增速更快
FIP
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $143.5M |
| 净利润 | $398.6M | $-97.7M |
| 毛利率 | 36.0% | — |
| 营业利润率 | 25.3% | -45.7% |
| 净利率 | 19.9% | -68.1% |
| 营收同比 | 13.4% | 77.7% |
| 净利润同比 | 2.9% | 21.6% |
| 每股收益（稀释后） | $1.73 | $-1.04 |
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AMEFIP
| Q4 25 | $2.0B | $143.5M | ||
| Q3 25 | $1.9B | $140.6M | ||
| Q2 25 | $1.8B | $122.3M | ||
| Q1 25 | $1.7B | $96.2M | ||
| Q4 24 | $1.8B | $80.8M | ||
| Q3 24 | $1.7B | $83.3M | ||
| Q2 24 | $1.7B | $84.9M | ||
| Q1 24 | $1.7B | $82.5M |
净利润AMEFIP
| Q4 25 | $398.6M | $-97.7M | ||
| Q3 25 | $371.4M | $-104.5M | ||
| Q2 25 | $358.4M | $-70.0M | ||
| Q1 25 | $351.8M | $120.2M | ||
| Q4 24 | $387.3M | $-124.7M | ||
| Q3 24 | $340.2M | $-43.0M | ||
| Q2 24 | $337.7M | $-48.1M | ||
| Q1 24 | $310.9M | $-50.3M |
毛利率AMEFIP
| 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AMEFIP
| Q4 25 | 25.3% | -45.7% | ||
| Q3 25 | 25.8% | -70.8% | ||
| Q2 25 | 26.0% | -56.4% | ||
| Q1 25 | 26.3% | 81.8% | ||
| Q4 24 | 26.6% | -152.7% | ||
| Q3 24 | 26.1% | -51.7% | ||
| Q2 24 | 25.8% | -56.4% | ||
| Q1 24 | 24.0% | -58.8% |
净利率AMEFIP
| Q4 25 | 19.9% | -68.1% | ||
| Q3 25 | 19.6% | -74.4% | ||
| Q2 25 | 20.2% | -57.2% | ||
| Q1 25 | 20.3% | 125.0% | ||
| Q4 24 | 22.0% | -154.4% | ||
| Q3 24 | 19.9% | -51.6% | ||
| Q2 24 | 19.5% | -56.7% | ||
| Q1 24 | 17.9% | -60.9% |
每股收益（稀释后）AMEFIP
| Q4 25 | $1.73 | $-1.04 | ||
| Q3 25 | $1.60 | $-1.38 | ||
| Q2 25 | $1.55 | $-0.73 | ||
| Q1 25 | $1.52 | $0.89 | ||
| Q4 24 | $1.67 | $-1.21 | ||
| Q3 24 | $1.47 | $-0.45 | ||
| Q2 24 | $1.45 | $-0.52 | ||
| Q1 24 | $1.34 | $-0.54 |
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 | $57.4M |
| 总债务越低越好 | $2.3B | $3.8B |
| 股东权益账面价值 | $10.6B | $21.3M |
| 总资产 | $16.1B | $5.7B |
| 负债/权益比越低杠杆越低 | 0.21× | 176.99× |
8季度趋势，按日历期对齐
现金及短期投资AMEFIP
| Q4 25 | $458.0M | $57.4M | ||
| Q3 25 | $439.2M | $34.7M | ||
| Q2 25 | $619.7M | $33.6M | ||
| Q1 25 | $399.0M | $26.3M | ||
| Q4 24 | $374.0M | $27.8M | ||
| Q3 24 | $396.3M | $20.3M | ||
| Q2 24 | $396.6M | $33.1M | ||
| Q1 24 | $373.8M | $23.0M |
总债务AMEFIP
| Q4 25 | $2.3B | $3.8B | ||
| Q3 25 | — | $3.7B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $2.1B | $1.6B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.6B | ||
| Q1 24 | — | $1.3B |
股东权益AMEFIP
| Q4 25 | $10.6B | $21.3M | ||
| Q3 25 | $10.5B | $181.1M | ||
| Q2 25 | $10.4B | $375.5M | ||
| Q1 25 | $10.0B | $476.2M | ||
| Q4 24 | $9.7B | $202.7M | ||
| Q3 24 | $9.6B | $370.8M | ||
| Q2 24 | $9.3B | $394.8M | ||
| Q1 24 | $9.0B | $402.5M |
总资产AMEFIP
| Q4 25 | $16.1B | $5.7B | ||
| Q3 25 | $16.2B | $5.5B | ||
| Q2 25 | $15.3B | $4.4B | ||
| Q1 25 | $14.9B | $4.1B | ||
| Q4 24 | $14.6B | $2.4B | ||
| Q3 24 | $14.8B | $2.4B | ||
| Q2 24 | $14.8B | $2.5B | ||
| Q1 24 | $14.9B | $2.3B |
负债/权益比AMEFIP
| Q4 25 | 0.21× | 176.99× | ||
| Q3 25 | — | 20.59× | ||
| Q2 25 | — | 8.21× | ||
| Q1 25 | — | 5.79× | ||
| Q4 24 | 0.22× | 7.84× | ||
| Q3 24 | — | 4.14× | ||
| Q2 24 | — | 3.94× | ||
| Q1 24 | — | 3.34× |
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 | $-2.8M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $-68.6M |
| 自由现金流率自由现金流/营收 | 26.4% | -47.8% |
| 资本支出强度资本支出/营收 | 2.9% | 45.9% |
| 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 | $-398.5M |
8季度趋势，按日历期对齐
经营现金流AMEFIP
| Q4 25 | $584.3M | $-2.8M | ||
| Q3 25 | $440.9M | $-24.4M | ||
| Q2 25 | $359.1M | $-5.2M | ||
| Q1 25 | $417.5M | $-85.7M | ||
| Q4 24 | $550.0M | $-8.1M | ||
| Q3 24 | $487.2M | $14.2M | ||
| Q2 24 | $381.4M | $-17.6M | ||
| Q1 24 | $410.2M | $-3.9M |
自由现金流AMEFIP
| Q4 25 | $527.3M | $-68.6M | ||
| Q3 25 | $420.0M | $-90.7M | ||
| Q2 25 | $329.8M | $-87.5M | ||
| Q1 25 | $394.5M | $-151.7M | ||
| Q4 24 | $498.3M | $-34.3M | ||
| Q3 24 | $460.9M | $-11.7M | ||
| Q2 24 | $360.0M | $-32.1M | ||
| Q1 24 | $382.6M | $-16.7M |
自由现金流率AMEFIP
| Q4 25 | 26.4% | -47.8% | ||
| Q3 25 | 22.2% | -64.5% | ||
| Q2 25 | 18.5% | -71.6% | ||
| Q1 25 | 22.8% | -157.7% | ||
| Q4 24 | 28.3% | -42.4% | ||
| Q3 24 | 27.0% | -14.0% | ||
| Q2 24 | 20.8% | -37.9% | ||
| Q1 24 | 22.0% | -20.3% |
资本支出强度AMEFIP
| Q4 25 | 2.9% | 45.9% | ||
| Q3 25 | 1.1% | 47.2% | ||
| Q2 25 | 1.6% | 67.3% | ||
| Q1 25 | 1.3% | 68.6% | ||
| Q4 24 | 2.9% | 32.5% | ||
| Q3 24 | 1.5% | 31.1% | ||
| Q2 24 | 1.2% | 17.2% | ||
| Q1 24 | 1.6% | 15.6% |
现金转化率AMEFIP
| Q4 25 | 1.47× | — | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 1.19× | -0.71× | ||
| Q4 24 | 1.42× | — | ||
| Q3 24 | 1.43× | — | ||
| 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% |
FIP
| Power Revenues | $45.9M | 32% |
| Rail Revenue | $44.6M | 31% |
| Service Other | $22.8M | 16% |
| Gas Revenues | $15.3M | 11% |
| Roadside Services Revenues | $11.5M | 8% |
| Rapauno | $1.2M | 1% |
