vs
Ametek（AME）与Hayward Holdings, Inc.（HAYW）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Hayward Holdings, Inc.的5.7倍（$2.0B vs $349.4M）。Ametek净利率更高（19.9% vs 19.6%，领先0.4%）。Ametek同比增速更快（13.4% vs 6.8%）。Ametek自由现金流更多（$527.3M vs $-35.8M）。过去两年Hayward Holdings, Inc.的营收复合增速更高（28.2% 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。
海沃德控股前身为巴特利特-海沃德公司，是美国本土金属加工企业，总部位于马里兰州巴尔的摩，业务涵盖大型铸造、制造及工程建造板块。公司创立于19世纪30年代，1925年之前保持独立运营，1927年被科伯斯公司收购，之后长期作为其旗下事业部开展业务。
AME vs HAYW — 直观对比
营收规模更大
AME
是对方的5.7倍
$349.4M
营收增速更快
AME
高出6.6%
6.8%
净利率更高
AME
高出0.4%
19.6%
自由现金流更多
AME
多$563.1M
$-35.8M
两年增速更快
HAYW
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $349.4M |
| 净利润 | $398.6M | $68.4M |
| 毛利率 | 36.0% | 40.7% |
| 营业利润率 | 25.3% | 25.0% |
| 净利率 | 19.9% | 19.6% |
| 营收同比 | 13.4% | 6.8% |
| 净利润同比 | 2.9% | 25.0% |
| 每股收益（稀释后） | $1.73 | $0.31 |
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AMEHAYW
| Q4 25 | $2.0B | $349.4M | ||
| Q3 25 | $1.9B | $244.3M | ||
| Q2 25 | $1.8B | $299.6M | ||
| Q1 25 | $1.7B | $228.8M | ||
| Q4 24 | $1.8B | $327.1M | ||
| Q3 24 | $1.7B | $227.6M | ||
| Q2 24 | $1.7B | $284.4M | ||
| Q1 24 | $1.7B | $212.6M |
净利润AMEHAYW
| Q4 25 | $398.6M | $68.4M | ||
| Q3 25 | $371.4M | $24.0M | ||
| Q2 25 | $358.4M | $44.8M | ||
| Q1 25 | $351.8M | $14.3M | ||
| Q4 24 | $387.3M | $54.7M | ||
| Q3 24 | $340.2M | $16.5M | ||
| Q2 24 | $337.7M | $37.6M | ||
| Q1 24 | $310.9M | $9.8M |
毛利率AMEHAYW
| Q4 25 | 36.0% | 40.7% | ||
| Q3 25 | 36.3% | 51.2% | ||
| Q2 25 | 35.8% | 52.7% | ||
| Q1 25 | 36.1% | 49.5% | ||
| Q4 24 | 36.6% | 51.4% | ||
| Q3 24 | 36.0% | 49.7% | ||
| Q2 24 | 36.0% | 51.0% | ||
| Q1 24 | 34.1% | 49.2% |
营业利润率AMEHAYW
| Q4 25 | 25.3% | 25.0% | ||
| Q3 25 | 25.8% | 16.8% | ||
| Q2 25 | 26.0% | 23.8% | ||
| Q1 25 | 26.3% | 14.6% | ||
| Q4 24 | 26.6% | 23.4% | ||
| Q3 24 | 26.1% | 14.7% | ||
| Q2 24 | 25.8% | 23.9% | ||
| Q1 24 | 24.0% | 14.5% |
净利率AMEHAYW
| Q4 25 | 19.9% | 19.6% | ||
| Q3 25 | 19.6% | 9.8% | ||
| Q2 25 | 20.2% | 15.0% | ||
| Q1 25 | 20.3% | 6.3% | ||
| Q4 24 | 22.0% | 16.7% | ||
| Q3 24 | 19.9% | 7.3% | ||
| Q2 24 | 19.5% | 13.2% | ||
| Q1 24 | 17.9% | 4.6% |
每股收益（稀释后）AMEHAYW
| Q4 25 | $1.73 | $0.31 | ||
| Q3 25 | $1.60 | $0.11 | ||
| Q2 25 | $1.55 | $0.20 | ||
| Q1 25 | $1.52 | $0.06 | ||
| Q4 24 | $1.67 | $0.26 | ||
| Q3 24 | $1.47 | $0.07 | ||
| Q2 24 | $1.45 | $0.17 | ||
| Q1 24 | $1.34 | $0.04 |
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 | $399.1M |
| 总债务越低越好 | $2.3B | $943.5M |
| 股东权益账面价值 | $10.6B | $1.6B |
| 总资产 | $16.1B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.21× | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资AMEHAYW
| Q4 25 | $458.0M | $399.1M | ||
| Q3 25 | $439.2M | $448.3M | ||
| Q2 25 | $619.7M | $365.1M | ||
| Q1 25 | $399.0M | $181.3M | ||
| Q4 24 | $374.0M | $196.6M | ||
| Q3 24 | $396.3M | $274.2M | ||
| Q2 24 | $396.6M | $215.1M | ||
| Q1 24 | $373.8M | $115.9M |
总债务AMEHAYW
| Q4 25 | $2.3B | $943.5M | ||
| Q3 25 | — | $947.7M | ||
| Q2 25 | — | $949.1M | ||
| Q1 25 | — | $950.4M | ||
| Q4 24 | $2.1B | $950.6M | ||
| Q3 24 | — | $959.9M | ||
| Q2 24 | — | $959.8M | ||
| Q1 24 | — | $1.1B |
股东权益AMEHAYW
| Q4 25 | $10.6B | $1.6B | ||
| Q3 25 | $10.5B | $1.5B | ||
| Q2 25 | $10.4B | $1.5B | ||
| Q1 25 | $10.0B | $1.4B | ||
| Q4 24 | $9.7B | $1.4B | ||
| Q3 24 | $9.6B | $1.4B | ||
| Q2 24 | $9.3B | $1.4B | ||
| Q1 24 | $9.0B | $1.3B |
总资产AMEHAYW
| Q4 25 | $16.1B | $3.2B | ||
| Q3 25 | $16.2B | $3.0B | ||
| Q2 25 | $15.3B | $3.0B | ||
| Q1 25 | $14.9B | $3.0B | ||
| Q4 24 | $14.6B | $3.0B | ||
| Q3 24 | $14.8B | $2.9B | ||
| Q2 24 | $14.8B | $2.9B | ||
| Q1 24 | $14.9B | $2.9B |
负债/权益比AMEHAYW
| Q4 25 | 0.21× | 0.59× | ||
| Q3 25 | — | 0.62× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | 0.22× | 0.67× | ||
| Q3 24 | — | 0.70× | ||
| Q2 24 | — | 0.71× | ||
| Q1 24 | — | 0.82× |
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 | $-26.9M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $-35.8M |
| 自由现金流率自由现金流/营收 | 26.4% | -10.3% |
| 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× | -0.39× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $227.3M |
8季度趋势，按日历期对齐
经营现金流AMEHAYW
| Q4 25 | $584.3M | $-26.9M | ||
| Q3 25 | $440.9M | $94.6M | ||
| Q2 25 | $359.1M | $194.2M | ||
| Q1 25 | $417.5M | $-5.8M | ||
| Q4 24 | $550.0M | $-63.7M | ||
| Q3 24 | $487.2M | $65.9M | ||
| Q2 24 | $381.4M | $287.0M | ||
| Q1 24 | $410.2M | $-77.2M |
自由现金流AMEHAYW
| Q4 25 | $527.3M | $-35.8M | ||
| Q3 25 | $420.0M | $87.2M | ||
| Q2 25 | $329.8M | $187.3M | ||
| Q1 25 | $394.5M | $-11.4M | ||
| Q4 24 | $498.3M | $-70.4M | ||
| Q3 24 | $460.9M | $59.1M | ||
| Q2 24 | $360.0M | $282.3M | ||
| Q1 24 | $382.6M | $-83.1M |
自由现金流率AMEHAYW
| Q4 25 | 26.4% | -10.3% | ||
| Q3 25 | 22.2% | 35.7% | ||
| Q2 25 | 18.5% | 62.5% | ||
| Q1 25 | 22.8% | -5.0% | ||
| Q4 24 | 28.3% | -21.5% | ||
| Q3 24 | 27.0% | 26.0% | ||
| Q2 24 | 20.8% | 99.3% | ||
| Q1 24 | 22.0% | -39.1% |
资本支出强度AMEHAYW
| Q4 25 | 2.9% | 2.5% | ||
| Q3 25 | 1.1% | 3.0% | ||
| Q2 25 | 1.6% | 2.3% | ||
| Q1 25 | 1.3% | 2.4% | ||
| Q4 24 | 2.9% | 2.1% | ||
| Q3 24 | 1.5% | 3.0% | ||
| Q2 24 | 1.2% | 1.7% | ||
| Q1 24 | 1.6% | 2.8% |
现金转化率AMEHAYW
| Q4 25 | 1.47× | -0.39× | ||
| Q3 25 | 1.19× | 3.94× | ||
| Q2 25 | 1.00× | 4.34× | ||
| Q1 25 | 1.19× | -0.41× | ||
| Q4 24 | 1.42× | -1.16× | ||
| Q3 24 | 1.43× | 4.00× | ||
| Q2 24 | 1.13× | 7.64× | ||
| Q1 24 | 1.32× | -7.85× |
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% |
HAYW
暂无分部数据
