vs
Ametek（AME）与Frontdoor, Inc.（FTDR）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Frontdoor, Inc.的4.6倍（$2.0B vs $432.0M）。Ametek净利率更高（19.9% vs 0.2%，领先19.7%）。Ametek同比增速更快（13.4% vs 12.8%）。Ametek自由现金流更多（$527.3M vs $95.0M）。过去两年Ametek的营收复合增速更高（7.3% vs 6.9%）
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。
Frontdoor, Inc.是领先的家庭服务与保障平台，主要面向美国市场运营。其提供可定制的家庭保修计划，覆盖家电、暖通空调、管道、电气系统的维修更换，同时支持用户按需对接经预先审核的本地服务商，满足住宅维护及维修需求。
AME vs FTDR — 直观对比
营收规模更大
AME
是对方的4.6倍
$432.0M
营收增速更快
AME
高出0.7%
12.8%
净利率更高
AME
高出19.7%
0.2%
自由现金流更多
AME
多$432.3M
$95.0M
两年增速更快
AME
近两年复合增速
6.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $432.0M |
| 净利润 | $398.6M | $1.0M |
| 毛利率 | 36.0% | 49.3% |
| 营业利润率 | 25.3% | 0.5% |
| 净利率 | 19.9% | 0.2% |
| 营收同比 | 13.4% | 12.8% |
| 净利润同比 | 2.9% | -88.9% |
| 每股收益（稀释后） | $1.73 | $0.03 |
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AMEFTDR
| Q4 25 | $2.0B | $432.0M | ||
| Q3 25 | $1.9B | $618.0M | ||
| Q2 25 | $1.8B | $617.0M | ||
| Q1 25 | $1.7B | $426.0M | ||
| Q4 24 | $1.8B | $383.0M | ||
| Q3 24 | $1.7B | $540.0M | ||
| Q2 24 | $1.7B | $542.0M | ||
| Q1 24 | $1.7B | $378.0M |
净利润AMEFTDR
| Q4 25 | $398.6M | $1.0M | ||
| Q3 25 | $371.4M | $106.0M | ||
| Q2 25 | $358.4M | $111.0M | ||
| Q1 25 | $351.8M | $37.0M | ||
| Q4 24 | $387.3M | $9.0M | ||
| Q3 24 | $340.2M | $100.0M | ||
| Q2 24 | $337.7M | $92.0M | ||
| Q1 24 | $310.9M | $34.0M |
毛利率AMEFTDR
| Q4 25 | 36.0% | 49.3% | ||
| Q3 25 | 36.3% | 57.1% | ||
| Q2 25 | 35.8% | 57.7% | ||
| Q1 25 | 36.1% | 55.2% | ||
| Q4 24 | 36.6% | 48.0% | ||
| Q3 24 | 36.0% | 56.7% | ||
| Q2 24 | 36.0% | 56.5% | ||
| Q1 24 | 34.1% | 51.6% |
营业利润率AMEFTDR
| Q4 25 | 25.3% | 0.5% | ||
| Q3 25 | 25.8% | 23.0% | ||
| Q2 25 | 26.0% | 23.7% | ||
| Q1 25 | 26.3% | 11.3% | ||
| Q4 24 | 26.6% | 1.6% | ||
| Q3 24 | 26.1% | 24.8% | ||
| Q2 24 | 25.8% | 22.9% | ||
| Q1 24 | 24.0% | 11.9% |
净利率AMEFTDR
| Q4 25 | 19.9% | 0.2% | ||
| Q3 25 | 19.6% | 17.2% | ||
| Q2 25 | 20.2% | 18.0% | ||
| Q1 25 | 20.3% | 8.7% | ||
| Q4 24 | 22.0% | 2.3% | ||
| Q3 24 | 19.9% | 18.5% | ||
| Q2 24 | 19.5% | 17.0% | ||
| Q1 24 | 17.9% | 9.0% |
每股收益（稀释后）AMEFTDR
| Q4 25 | $1.73 | $0.03 | ||
| Q3 25 | $1.60 | $1.42 | ||
| Q2 25 | $1.55 | $1.48 | ||
| Q1 25 | $1.52 | $0.49 | ||
| Q4 24 | $1.67 | $0.10 | ||
| Q3 24 | $1.47 | $1.30 | ||
| Q2 24 | $1.45 | $1.18 | ||
| Q1 24 | $1.34 | $0.43 |
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 | $566.0M |
| 总债务越低越好 | $2.3B | $1.1B |
| 股东权益账面价值 | $10.6B | $242.0M |
| 总资产 | $16.1B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.21× | 4.73× |
8季度趋势，按日历期对齐
现金及短期投资AMEFTDR
| Q4 25 | $458.0M | $566.0M | ||
| Q3 25 | $439.2M | $563.0M | ||
| Q2 25 | $619.7M | $562.0M | ||
| Q1 25 | $399.0M | $506.0M | ||
| Q4 24 | $374.0M | $436.0M | ||
| Q3 24 | $396.3M | $375.0M | ||
| Q2 24 | $396.6M | $419.0M | ||
| Q1 24 | $373.8M | $378.0M |
总债务AMEFTDR
| Q4 25 | $2.3B | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $2.1B | $1.2B | ||
| Q3 24 | — | $565.0M | ||
| Q2 24 | — | $569.0M | ||
| Q1 24 | — | $573.0M |
股东权益AMEFTDR
| Q4 25 | $10.6B | $242.0M | ||
| Q3 25 | $10.5B | $316.0M | ||
| Q2 25 | $10.4B | $254.0M | ||
| Q1 25 | $10.0B | $198.0M | ||
| Q4 24 | $9.7B | $239.0M | ||
| Q3 24 | $9.6B | $261.0M | ||
| Q2 24 | $9.3B | $214.0M | ||
| Q1 24 | $9.0B | $162.0M |
总资产AMEFTDR
| Q4 25 | $16.1B | $2.1B | ||
| Q3 25 | $16.2B | $2.2B | ||
| Q2 25 | $15.3B | $2.2B | ||
| Q1 25 | $14.9B | $2.1B | ||
| Q4 24 | $14.6B | $2.1B | ||
| Q3 24 | $14.8B | $1.2B | ||
| Q2 24 | $14.8B | $1.2B | ||
| Q1 24 | $14.9B | $1.1B |
负债/权益比AMEFTDR
| Q4 25 | 0.21× | 4.73× | ||
| Q3 25 | — | 3.64× | ||
| Q2 25 | — | 4.56× | ||
| Q1 25 | — | 5.88× | ||
| Q4 24 | 0.22× | 4.90× | ||
| Q3 24 | — | 2.16× | ||
| Q2 24 | — | 2.66× | ||
| Q1 24 | — | 3.54× |
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 | $101.0M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $95.0M |
| 自由现金流率自由现金流/营收 | 26.4% | 22.0% |
| 资本支出强度资本支出/营收 | 2.9% | 1.4% |
| 现金转化率经营现金流/净利润 | 1.47× | 101.00× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $390.0M |
8季度趋势，按日历期对齐
经营现金流AMEFTDR
| Q4 25 | $584.3M | $101.0M | ||
| Q3 25 | $440.9M | $64.0M | ||
| Q2 25 | $359.1M | $127.0M | ||
| Q1 25 | $417.5M | $124.0M | ||
| Q4 24 | $550.0M | $58.0M | ||
| Q3 24 | $487.2M | $25.0M | ||
| Q2 24 | $381.4M | $103.0M | ||
| Q1 24 | $410.2M | $84.0M |
自由现金流AMEFTDR
| Q4 25 | $527.3M | $95.0M | ||
| Q3 25 | $420.0M | $58.0M | ||
| Q2 25 | $329.8M | $120.0M | ||
| Q1 25 | $394.5M | $117.0M | ||
| Q4 24 | $498.3M | $50.0M | ||
| Q3 24 | $460.9M | $16.0M | ||
| Q2 24 | $360.0M | $91.0M | ||
| Q1 24 | $382.6M | $74.0M |
自由现金流率AMEFTDR
| Q4 25 | 26.4% | 22.0% | ||
| Q3 25 | 22.2% | 9.4% | ||
| Q2 25 | 18.5% | 19.4% | ||
| Q1 25 | 22.8% | 27.5% | ||
| Q4 24 | 28.3% | 13.1% | ||
| Q3 24 | 27.0% | 3.0% | ||
| Q2 24 | 20.8% | 16.8% | ||
| Q1 24 | 22.0% | 19.6% |
资本支出强度AMEFTDR
| Q4 25 | 2.9% | 1.4% | ||
| Q3 25 | 1.1% | 1.0% | ||
| Q2 25 | 1.6% | 1.1% | ||
| Q1 25 | 1.3% | 1.6% | ||
| Q4 24 | 2.9% | 2.1% | ||
| Q3 24 | 1.5% | 1.7% | ||
| Q2 24 | 1.2% | 2.2% | ||
| Q1 24 | 1.6% | 2.6% |
现金转化率AMEFTDR
| Q4 25 | 1.47× | 101.00× | ||
| Q3 25 | 1.19× | 0.60× | ||
| Q2 25 | 1.00× | 1.14× | ||
| Q1 25 | 1.19× | 3.35× | ||
| Q4 24 | 1.42× | 6.44× | ||
| Q3 24 | 1.43× | 0.25× | ||
| Q2 24 | 1.13× | 1.12× | ||
| Q1 24 | 1.32× | 2.47× |
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% |
FTDR
| Renewals | $332.0M | 77% |
| Other | $43.0M | 10% |
| Direct To Consumer Home Service Plan Contracts | $30.0M | 7% |
| Real Estate Home Service Plan Contracts | $27.0M | 6% |
