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Ametek(AME)与GRIFFON CORP(GFF)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GRIFFON CORP的3.1倍($2.0B vs $649.1M)。Ametek净利率更高(19.9% vs 9.9%,领先10.0%)。Ametek同比增速更快(13.4% vs 2.6%)。Ametek自由现金流更多($527.3M vs $99.3M)。过去两年Ametek的营收复合增速更高(7.3% vs -1.8%)
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。
格里芬公司是总部位于纽约的跨国多元化控股集团,业务覆盖多领域运营,旗下拥有Ames True Temper、ClosetMaid、Clopay建筑产品和CornellCookson四大子公司。该公司1961年起在纽交所公开上市,是标普小盘600指数、标普1500综合指数及罗素2000指数的成分股。
AME vs GFF — 直观对比
营收规模更大
AME
是对方的3.1倍
$649.1M
营收增速更快
AME
高出10.8%
2.6%
净利率更高
AME
高出10.0%
9.9%
自由现金流更多
AME
多$427.9M
$99.3M
两年增速更快
AME
近两年复合增速
-1.8%
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $649.1M |
| 净利润 | $398.6M | $64.4M |
| 毛利率 | 36.0% | 41.1% |
| 营业利润率 | 25.3% | 17.5% |
| 净利率 | 19.9% | 9.9% |
| 营收同比 | 13.4% | 2.6% |
| 净利润同比 | 2.9% | -9.1% |
| 每股收益(稀释后) | $1.73 | $1.41 |
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
AME
GFF
| Q4 25 | $2.0B | $649.1M | ||
| Q3 25 | $1.9B | $662.2M | ||
| Q2 25 | $1.8B | $613.6M | ||
| Q1 25 | $1.7B | $611.7M | ||
| Q4 24 | $1.8B | $632.4M | ||
| Q3 24 | $1.7B | $659.7M | ||
| Q2 24 | $1.7B | $647.8M | ||
| Q1 24 | $1.7B | $672.9M |
净利润
AME
GFF
| Q4 25 | $398.6M | $64.4M | ||
| Q3 25 | $371.4M | $43.6M | ||
| Q2 25 | $358.4M | $-120.1M | ||
| Q1 25 | $351.8M | $56.8M | ||
| Q4 24 | $387.3M | $70.9M | ||
| Q3 24 | $340.2M | $62.5M | ||
| Q2 24 | $337.7M | $41.1M | ||
| Q1 24 | $310.9M | $64.1M |
毛利率
AME
GFF
| Q4 25 | 36.0% | 41.1% | ||
| Q3 25 | 36.3% | 41.7% | ||
| Q2 25 | 35.8% | 43.2% | ||
| Q1 25 | 36.1% | 41.2% | ||
| Q4 24 | 36.6% | 41.8% | ||
| Q3 24 | 36.0% | 39.9% | ||
| Q2 24 | 36.0% | 38.5% | ||
| Q1 24 | 34.1% | 40.2% |
营业利润率
AME
GFF
| Q4 25 | 25.3% | 17.5% | ||
| Q3 25 | 25.8% | 18.0% | ||
| Q2 25 | 26.0% | -20.5% | ||
| Q1 25 | 26.3% | 16.5% | ||
| Q4 24 | 26.6% | 17.7% | ||
| Q3 24 | 26.1% | 16.9% | ||
| Q2 24 | 25.8% | 13.8% | ||
| Q1 24 | 24.0% | 16.9% |
净利率
AME
GFF
| Q4 25 | 19.9% | 9.9% | ||
| Q3 25 | 19.6% | 6.6% | ||
| Q2 25 | 20.2% | -19.6% | ||
| Q1 25 | 20.3% | 9.3% | ||
| Q4 24 | 22.0% | 11.2% | ||
| Q3 24 | 19.9% | 9.5% | ||
| Q2 24 | 19.5% | 6.3% | ||
| Q1 24 | 17.9% | 9.5% |
每股收益(稀释后)
AME
GFF
| Q4 25 | $1.73 | $1.41 | ||
| Q3 25 | $1.60 | $1.04 | ||
| Q2 25 | $1.55 | $-2.65 | ||
| Q1 25 | $1.52 | $1.21 | ||
| Q4 24 | $1.67 | $1.49 | ||
| Q3 24 | $1.47 | $1.29 | ||
| Q2 24 | $1.45 | $0.84 | ||
| Q1 24 | $1.34 | $1.28 |
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 | $95.3M |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $10.6B | $108.9M |
| 总资产 | $16.1B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.21× | — |
8季度趋势,按日历期对齐
现金及短期投资
AME
GFF
| Q4 25 | $458.0M | $95.3M | ||
| Q3 25 | $439.2M | $99.0M | ||
| Q2 25 | $619.7M | $107.3M | ||
| Q1 25 | $399.0M | $127.8M | ||
| Q4 24 | $374.0M | $152.0M | ||
| Q3 24 | $396.3M | $114.4M | ||
| Q2 24 | $396.6M | $133.5M | ||
| Q1 24 | $373.8M | $123.0M |
总债务
AME
GFF
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $2.1B | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.6B |
股东权益
AME
GFF
| Q4 25 | $10.6B | $108.9M | ||
| Q3 25 | $10.5B | $74.0M | ||
| Q2 25 | $10.4B | $63.9M | ||
| Q1 25 | $10.0B | $214.7M | ||
| Q4 24 | $9.7B | $227.8M | ||
| Q3 24 | $9.6B | $224.9M | ||
| Q2 24 | $9.3B | $223.5M | ||
| Q1 24 | $9.0B | $202.2M |
总资产
AME
GFF
| Q4 25 | $16.1B | $2.1B | ||
| Q3 25 | $16.2B | $2.1B | ||
| Q2 25 | $15.3B | $2.1B | ||
| Q1 25 | $14.9B | $2.3B | ||
| Q4 24 | $14.6B | $2.3B | ||
| Q3 24 | $14.8B | $2.4B | ||
| Q2 24 | $14.8B | $2.4B | ||
| Q1 24 | $14.9B | $2.4B |
负债/权益比
AME
GFF
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 22.71× | ||
| Q1 25 | — | 7.16× | ||
| Q4 24 | 0.22× | 6.48× | ||
| Q3 24 | — | 6.78× | ||
| Q2 24 | — | 6.74× | ||
| Q1 24 | — | 7.84× |
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 | $107.0M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $99.3M |
| 自由现金流率自由现金流/营收 | 26.4% | 15.3% |
| 资本支出强度资本支出/营收 | 2.9% | 1.2% |
| 现金转化率经营现金流/净利润 | 1.47× | 1.66× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $278.9M |
8季度趋势,按日历期对齐
经营现金流
AME
GFF
| Q4 25 | $584.3M | $107.0M | ||
| Q3 25 | $440.9M | $75.0M | ||
| Q2 25 | $359.1M | $123.1M | ||
| Q1 25 | $417.5M | $16.5M | ||
| Q4 24 | $550.0M | $142.9M | ||
| Q3 24 | $487.2M | $72.1M | ||
| Q2 24 | $381.4M | $122.1M | ||
| Q1 24 | $410.2M | $39.8M |
自由现金流
AME
GFF
| Q4 25 | $527.3M | $99.3M | ||
| Q3 25 | $420.0M | $62.4M | ||
| Q2 25 | $329.8M | $114.4M | ||
| Q1 25 | $394.5M | $2.8M | ||
| Q4 24 | $498.3M | $125.5M | ||
| Q3 24 | $460.9M | $51.6M | ||
| Q2 24 | $360.0M | $107.5M | ||
| Q1 24 | $382.6M | $20.8M |
自由现金流率
AME
GFF
| Q4 25 | 26.4% | 15.3% | ||
| Q3 25 | 22.2% | 9.4% | ||
| Q2 25 | 18.5% | 18.6% | ||
| Q1 25 | 22.8% | 0.5% | ||
| Q4 24 | 28.3% | 19.8% | ||
| Q3 24 | 27.0% | 7.8% | ||
| Q2 24 | 20.8% | 16.6% | ||
| Q1 24 | 22.0% | 3.1% |
资本支出强度
AME
GFF
| Q4 25 | 2.9% | 1.2% | ||
| Q3 25 | 1.1% | 1.9% | ||
| Q2 25 | 1.6% | 1.4% | ||
| Q1 25 | 1.3% | 2.2% | ||
| Q4 24 | 2.9% | 2.8% | ||
| Q3 24 | 1.5% | 3.1% | ||
| Q2 24 | 1.2% | 2.2% | ||
| Q1 24 | 1.6% | 2.8% |
现金转化率
AME
GFF
| Q4 25 | 1.47× | 1.66× | ||
| Q3 25 | 1.19× | 1.72× | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 1.19× | 0.29× | ||
| Q4 24 | 1.42× | 2.02× | ||
| Q3 24 | 1.43× | 1.15× | ||
| Q2 24 | 1.13× | 2.97× | ||
| Q1 24 | 1.32× | 0.62× |
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% |
GFF
| Consumer And Professional Products | $241.1M | 37% |
| Residential Repairand Remodel | $202.1M | 31% |
| International Excluding North America | $97.8M | 15% |
| Retail | $47.3M | 7% |
| Residential New Construction | $32.5M | 5% |
| Other | $14.2M | 2% |
| Industrial | $14.1M | 2% |