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Ametek（AME）与FTAI Aviation Ltd.（FTAI）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 Aviation Ltd.的3.0倍（$2.0B vs $662.0M）。Ametek净利率更高（19.9% vs 17.5%，领先2.5%）。FTAI Aviation Ltd.同比增速更快（32.7% vs 13.4%）。Ametek自由现金流更多（$527.3M vs $-189.3M）。过去两年FTAI Aviation Ltd.的营收复合增速更高（42.4% 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航空有限公司是一家全球性航空基础设施及解决方案提供商，主营商用飞机、航空发动机及相关航空资产的持有、租赁与维护业务，为全球商用航空公司、货运运营商提供定制化资产管理及售后支持服务，助力客户提升运营效率。
AME vs FTAI — 直观对比
营收规模更大
AME
是对方的3.0倍
$662.0M
营收增速更快
FTAI
高出19.3%
13.4%
净利率更高
AME
高出2.5%
17.5%
自由现金流更多
AME
多$716.5M
$-189.3M
两年增速更快
FTAI
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $662.0M |
| 净利润 | $398.6M | $115.6M |
| 毛利率 | 36.0% | 44.3% |
| 营业利润率 | 25.3% | 20.3% |
| 净利率 | 19.9% | 17.5% |
| 营收同比 | 13.4% | 32.7% |
| 净利润同比 | 2.9% | 12.8% |
| 每股收益（稀释后） | $1.73 | $1.06 |
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AMEFTAI
| Q4 25 | $2.0B | $662.0M | ||
| Q3 25 | $1.9B | $667.1M | ||
| Q2 25 | $1.8B | $676.2M | ||
| Q1 25 | $1.7B | $502.1M | ||
| Q4 24 | $1.8B | $498.8M | ||
| Q3 24 | $1.7B | $465.8M | ||
| Q2 24 | $1.7B | $443.6M | ||
| Q1 24 | $1.7B | $326.7M |
净利润AMEFTAI
| Q4 25 | $398.6M | $115.6M | ||
| Q3 25 | $371.4M | $117.7M | ||
| Q2 25 | $358.4M | $165.4M | ||
| Q1 25 | $351.8M | $102.4M | ||
| Q4 24 | $387.3M | $102.4M | ||
| Q3 24 | $340.2M | $86.5M | ||
| Q2 24 | $337.7M | $-219.9M | ||
| Q1 24 | $310.9M | $39.6M |
毛利率AMEFTAI
| Q4 25 | 36.0% | 44.3% | ||
| Q3 25 | 36.3% | 45.6% | ||
| Q2 25 | 35.8% | 45.4% | ||
| Q1 25 | 36.1% | 50.5% | ||
| Q4 24 | 36.6% | 48.3% | ||
| Q3 24 | 36.0% | 52.9% | ||
| Q2 24 | 36.0% | 53.6% | ||
| Q1 24 | 34.1% | 56.3% |
营业利润率AMEFTAI
| Q4 25 | 25.3% | 20.3% | ||
| Q3 25 | 25.8% | 21.6% | ||
| Q2 25 | 26.0% | 30.1% | ||
| Q1 25 | 26.3% | 24.9% | ||
| Q4 24 | 26.6% | 21.7% | ||
| Q3 24 | 26.1% | 20.1% | ||
| Q2 24 | 25.8% | -52.5% | ||
| Q1 24 | 24.0% | 13.8% |
净利率AMEFTAI
| Q4 25 | 19.9% | 17.5% | ||
| Q3 25 | 19.6% | 17.6% | ||
| Q2 25 | 20.2% | 24.5% | ||
| Q1 25 | 20.3% | 20.4% | ||
| Q4 24 | 22.0% | 20.5% | ||
| Q3 24 | 19.9% | 18.6% | ||
| Q2 24 | 19.5% | -49.6% | ||
| Q1 24 | 17.9% | 12.1% |
每股收益（稀释后）AMEFTAI
| Q4 25 | $1.73 | $1.06 | ||
| Q3 25 | $1.60 | $1.10 | ||
| Q2 25 | $1.55 | $1.57 | ||
| Q1 25 | $1.52 | $0.87 | ||
| Q4 24 | $1.67 | $0.87 | ||
| Q3 24 | $1.47 | $0.76 | ||
| Q2 24 | $1.45 | $-2.26 | ||
| Q1 24 | $1.34 | $0.31 |
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 | $300.5M |
| 总债务越低越好 | $2.3B | $3.4B |
| 股东权益账面价值 | $10.6B | $334.2M |
| 总资产 | $16.1B | $4.4B |
| 负债/权益比越低杠杆越低 | 0.21× | 10.32× |
8季度趋势，按日历期对齐
现金及短期投资AMEFTAI
| Q4 25 | $458.0M | $300.5M | ||
| Q3 25 | $439.2M | $509.9M | ||
| Q2 25 | $619.7M | $301.9M | ||
| Q1 25 | $399.0M | $112.1M | ||
| Q4 24 | $374.0M | $115.1M | ||
| Q3 24 | $396.3M | $111.9M | ||
| Q2 24 | $396.6M | $169.5M | ||
| Q1 24 | $373.8M | $65.2M |
总债务AMEFTAI
| Q4 25 | $2.3B | $3.4B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | — | $3.4B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | $2.1B | $3.4B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | — | $3.1B | ||
| Q1 24 | — | $2.7B |
股东权益AMEFTAI
| Q4 25 | $10.6B | $334.2M | ||
| Q3 25 | $10.5B | $252.5M | ||
| Q2 25 | $10.4B | $164.9M | ||
| Q1 25 | $10.0B | $28.3M | ||
| Q4 24 | $9.7B | $81.4M | ||
| Q3 24 | $9.6B | $118.5M | ||
| Q2 24 | $9.3B | $69.6M | ||
| Q1 24 | $9.0B | $177.1M |
总资产AMEFTAI
| Q4 25 | $16.1B | $4.4B | ||
| Q3 25 | $16.2B | $4.2B | ||
| Q2 25 | $15.3B | $4.1B | ||
| Q1 25 | $14.9B | $4.3B | ||
| Q4 24 | $14.6B | $4.0B | ||
| Q3 24 | $14.8B | $3.7B | ||
| Q2 24 | $14.8B | $3.4B | ||
| Q1 24 | $14.9B | $3.2B |
负债/权益比AMEFTAI
| Q4 25 | 0.21× | 10.32× | ||
| Q3 25 | — | 13.65× | ||
| Q2 25 | — | 20.88× | ||
| Q1 25 | — | 128.56× | ||
| Q4 24 | 0.22× | 42.28× | ||
| Q3 24 | — | 27.15× | ||
| Q2 24 | — | 44.24× | ||
| Q1 24 | — | 15.21× |
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 | $-179.1M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $-189.3M |
| 自由现金流率自由现金流/营收 | 26.4% | -28.6% |
| 资本支出强度资本支出/营收 | 2.9% | 1.5% |
| 现金转化率经营现金流/净利润 | 1.47× | -1.55× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $-338.5M |
8季度趋势，按日历期对齐
经营现金流AMEFTAI
| Q4 25 | $584.3M | $-179.1M | ||
| Q3 25 | $440.9M | $4.6M | ||
| Q2 25 | $359.1M | $-110.3M | ||
| Q1 25 | $417.5M | $-26.0M | ||
| Q4 24 | $550.0M | $-41.8M | ||
| Q3 24 | $487.2M | $41.5M | ||
| Q2 24 | $381.4M | $-187.3M | ||
| Q1 24 | $410.2M | $-345.0K |
自由现金流AMEFTAI
| Q4 25 | $527.3M | $-189.3M | ||
| Q3 25 | $420.0M | $-1.8M | ||
| Q2 25 | $329.8M | $-117.2M | ||
| Q1 25 | $394.5M | $-30.1M | ||
| Q4 24 | $498.3M | $-48.1M | ||
| Q3 24 | $460.9M | $41.0M | ||
| Q2 24 | $360.0M | $-188.4M | ||
| Q1 24 | $382.6M | $-1.7M |
自由现金流率AMEFTAI
| Q4 25 | 26.4% | -28.6% | ||
| Q3 25 | 22.2% | -0.3% | ||
| Q2 25 | 18.5% | -17.3% | ||
| Q1 25 | 22.8% | -6.0% | ||
| Q4 24 | 28.3% | -9.6% | ||
| Q3 24 | 27.0% | 8.8% | ||
| Q2 24 | 20.8% | -42.5% | ||
| Q1 24 | 22.0% | -0.5% |
资本支出强度AMEFTAI
| Q4 25 | 2.9% | 1.5% | ||
| Q3 25 | 1.1% | 1.0% | ||
| Q2 25 | 1.6% | 1.0% | ||
| Q1 25 | 1.3% | 0.8% | ||
| Q4 24 | 2.9% | 1.3% | ||
| Q3 24 | 1.5% | 0.1% | ||
| Q2 24 | 1.2% | 0.3% | ||
| Q1 24 | 1.6% | 0.4% |
现金转化率AMEFTAI
| Q4 25 | 1.47× | -1.55× | ||
| Q3 25 | 1.19× | 0.04× | ||
| Q2 25 | 1.00× | -0.67× | ||
| Q1 25 | 1.19× | -0.25× | ||
| Q4 24 | 1.42× | -0.41× | ||
| Q3 24 | 1.43× | 0.48× | ||
| Q2 24 | 1.13× | — | ||
| Q1 24 | 1.32× | -0.01× |
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% |
FTAI
| Aerospace Products | $355.5M | 54% |
| Other | $212.3M | 32% |
| Equipment Leasing Revenues | $49.2M | 7% |
| Maintenance | $43.4M | 7% |
| Manufactured Product Other | $1.6M | 0% |
