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Ametek（AME）与COMFORT SYSTEMS USA INC（FIX）财务数据对比。点击上方公司名可切换其他公司
COMFORT SYSTEMS USA INC的季度营收约是Ametek的1.3倍（$2.6B vs $2.0B）。Ametek净利率更高（19.9% vs 12.5%，领先7.4%）。COMFORT SYSTEMS USA INC同比增速更快（41.7% vs 13.4%）。Ametek自由现金流更多（$527.3M vs $402.4M）。过去两年COMFORT SYSTEMS USA INC的营收复合增速更高（31.2% 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。
Comfort Systems USA Inc.是一家美国企业，主营机电工程承包服务，核心业务覆盖暖通空调、给排水、管道工程、控制系统、场外预制建造、监测服务、消防系统，以及电气系统的安装与运维，为各类客户提供一体化机电设施解决方案。
AME vs FIX — 直观对比
营收规模更大
FIX
是对方的1.3倍
$2.0B
营收增速更快
FIX
高出28.2%
13.4%
净利率更高
AME
高出7.4%
12.5%
自由现金流更多
AME
多$124.8M
$402.4M
两年增速更快
FIX
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.6B |
| 净利润 | $398.6M | $330.8M |
| 毛利率 | 36.0% | 25.5% |
| 营业利润率 | 25.3% | 16.1% |
| 净利率 | 19.9% | 12.5% |
| 营收同比 | 13.4% | 41.7% |
| 净利润同比 | 2.9% | 126.8% |
| 每股收益（稀释后） | $1.73 | $9.35 |
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AMEFIX
| Q4 25 | $2.0B | $2.6B | ||
| Q3 25 | $1.9B | $2.5B | ||
| Q2 25 | $1.8B | $2.2B | ||
| Q1 25 | $1.7B | $1.8B | ||
| Q4 24 | $1.8B | $1.9B | ||
| Q3 24 | $1.7B | $1.8B | ||
| Q2 24 | $1.7B | $1.8B | ||
| Q1 24 | $1.7B | $1.5B |
净利润AMEFIX
| Q4 25 | $398.6M | $330.8M | ||
| Q3 25 | $371.4M | $291.6M | ||
| Q2 25 | $358.4M | $230.8M | ||
| Q1 25 | $351.8M | $169.3M | ||
| Q4 24 | $387.3M | $145.9M | ||
| Q3 24 | $340.2M | $146.2M | ||
| Q2 24 | $337.7M | $134.0M | ||
| Q1 24 | $310.9M | $96.3M |
毛利率AMEFIX
| Q4 25 | 36.0% | 25.5% | ||
| Q3 25 | 36.3% | 24.8% | ||
| Q2 25 | 35.8% | 23.5% | ||
| Q1 25 | 36.1% | 22.0% | ||
| Q4 24 | 36.6% | 23.2% | ||
| Q3 24 | 36.0% | 21.1% | ||
| Q2 24 | 36.0% | 20.1% | ||
| Q1 24 | 34.1% | 19.3% |
营业利润率AMEFIX
| Q4 25 | 25.3% | 16.1% | ||
| Q3 25 | 25.8% | 15.5% | ||
| Q2 25 | 26.0% | 13.8% | ||
| Q1 25 | 26.3% | 11.4% | ||
| Q4 24 | 26.6% | 12.1% | ||
| Q3 24 | 26.1% | 11.2% | ||
| Q2 24 | 25.8% | 10.2% | ||
| Q1 24 | 24.0% | 8.8% |
净利率AMEFIX
| Q4 25 | 19.9% | 12.5% | ||
| Q3 25 | 19.6% | 11.9% | ||
| Q2 25 | 20.2% | 10.6% | ||
| Q1 25 | 20.3% | 9.2% | ||
| Q4 24 | 22.0% | 7.8% | ||
| Q3 24 | 19.9% | 8.1% | ||
| Q2 24 | 19.5% | 7.4% | ||
| Q1 24 | 17.9% | 6.3% |
每股收益（稀释后）AMEFIX
| Q4 25 | $1.73 | $9.35 | ||
| Q3 25 | $1.60 | $8.25 | ||
| Q2 25 | $1.55 | $6.53 | ||
| Q1 25 | $1.52 | $4.75 | ||
| Q4 24 | $1.67 | $4.08 | ||
| Q3 24 | $1.47 | $4.09 | ||
| Q2 24 | $1.45 | $3.74 | ||
| Q1 24 | $1.34 | $2.69 |
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 | $981.9M |
| 总债务越低越好 | $2.3B | $145.2M |
| 股东权益账面价值 | $10.6B | $2.4B |
| 总资产 | $16.1B | $6.4B |
| 负债/权益比越低杠杆越低 | 0.21× | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资AMEFIX
| Q4 25 | $458.0M | $981.9M | ||
| Q3 25 | $439.2M | $860.5M | ||
| Q2 25 | $619.7M | $331.7M | ||
| Q1 25 | $399.0M | $204.8M | ||
| Q4 24 | $374.0M | $549.9M | ||
| Q3 24 | $396.3M | $415.6M | ||
| Q2 24 | $396.6M | $199.4M | ||
| Q1 24 | $373.8M | $100.8M |
总债务AMEFIX
| Q4 25 | $2.3B | $145.2M | ||
| Q3 25 | — | $136.0M | ||
| Q2 25 | — | $73.0M | ||
| Q1 25 | — | $67.8M | ||
| Q4 24 | $2.1B | $68.3M | ||
| Q3 24 | — | $62.3M | ||
| Q2 24 | — | $73.4M | ||
| Q1 24 | — | $77.0M |
股东权益AMEFIX
| Q4 25 | $10.6B | $2.4B | ||
| Q3 25 | $10.5B | $2.2B | ||
| Q2 25 | $10.4B | $2.0B | ||
| Q1 25 | $10.0B | $1.8B | ||
| Q4 24 | $9.7B | $1.7B | ||
| Q3 24 | $9.6B | $1.6B | ||
| Q2 24 | $9.3B | $1.5B | ||
| Q1 24 | $9.0B | $1.4B |
总资产AMEFIX
| Q4 25 | $16.1B | $6.4B | ||
| Q3 25 | $16.2B | $5.8B | ||
| Q2 25 | $15.3B | $5.1B | ||
| Q1 25 | $14.9B | $4.6B | ||
| Q4 24 | $14.6B | $4.7B | ||
| Q3 24 | $14.8B | $4.4B | ||
| Q2 24 | $14.8B | $4.2B | ||
| Q1 24 | $14.9B | $3.9B |
负债/权益比AMEFIX
| Q4 25 | 0.21× | 0.06× | ||
| Q3 25 | — | 0.06× | ||
| Q2 25 | — | 0.04× | ||
| Q1 25 | — | 0.04× | ||
| Q4 24 | 0.22× | 0.04× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.05× | ||
| Q1 24 | — | 0.06× |
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 | $468.5M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $402.4M |
| 自由现金流率自由现金流/营收 | 26.4% | 15.2% |
| 资本支出强度资本支出/营收 | 2.9% | 2.5% |
| 现金转化率经营现金流/净利润 | 1.47× | 1.42× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $1.0B |
8季度趋势，按日历期对齐
经营现金流AMEFIX
| Q4 25 | $584.3M | $468.5M | ||
| Q3 25 | $440.9M | $553.3M | ||
| Q2 25 | $359.1M | $252.5M | ||
| Q1 25 | $417.5M | $-88.0M | ||
| Q4 24 | $550.0M | $210.5M | ||
| Q3 24 | $487.2M | $302.2M | ||
| Q2 24 | $381.4M | $189.9M | ||
| Q1 24 | $410.2M | $146.6M |
自由现金流AMEFIX
| Q4 25 | $527.3M | $402.4M | ||
| Q3 25 | $420.0M | $517.9M | ||
| Q2 25 | $329.8M | $221.2M | ||
| Q1 25 | $394.5M | $-110.2M | ||
| Q4 24 | $498.3M | $169.8M | ||
| Q3 24 | $460.9M | $280.1M | ||
| Q2 24 | $360.0M | $166.5M | ||
| Q1 24 | $382.6M | $121.6M |
自由现金流率AMEFIX
| Q4 25 | 26.4% | 15.2% | ||
| Q3 25 | 22.2% | 21.1% | ||
| Q2 25 | 18.5% | 10.2% | ||
| Q1 25 | 22.8% | -6.0% | ||
| Q4 24 | 28.3% | 9.1% | ||
| Q3 24 | 27.0% | 15.5% | ||
| Q2 24 | 20.8% | 9.2% | ||
| Q1 24 | 22.0% | 7.9% |
资本支出强度AMEFIX
| Q4 25 | 2.9% | 2.5% | ||
| Q3 25 | 1.1% | 1.4% | ||
| Q2 25 | 1.6% | 1.4% | ||
| Q1 25 | 1.3% | 1.2% | ||
| Q4 24 | 2.9% | 2.2% | ||
| Q3 24 | 1.5% | 1.2% | ||
| Q2 24 | 1.2% | 1.3% | ||
| Q1 24 | 1.6% | 1.6% |
现金转化率AMEFIX
| Q4 25 | 1.47× | 1.42× | ||
| Q3 25 | 1.19× | 1.90× | ||
| Q2 25 | 1.00× | 1.09× | ||
| Q1 25 | 1.19× | -0.52× | ||
| Q4 24 | 1.42× | 1.44× | ||
| Q3 24 | 1.43× | 2.07× | ||
| Q2 24 | 1.13× | 1.42× | ||
| Q1 24 | 1.32× | 1.52× |
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% |
FIX
| Electrical Segment | $823.7M | 31% |
| Manufacturing Customer | $542.7M | 21% |
| Existing Building Construction | $491.4M | 19% |
| Healthcare Sector Customer | $220.8M | 8% |
| Service Projects | $153.0M | 6% |
| Education | $137.5M | 5% |
| Government Customer | $131.0M | 5% |
| Office Building Customer | $88.2M | 3% |
| Other Customer | $40.7M | 2% |
| Multi Family And Residential | $33.7M | 1% |
