vs
Ametek（AME）与伯克希尔·哈撒韦（HEI）财务数据对比。点击上方公司名可切换其他公司
Ametek的季度营收约是伯克希尔·哈撒韦的1.7倍（$2.0B vs $1.2B）。Ametek净利率更高（19.9% vs 15.6%，领先4.4%）。伯克希尔·哈撒韦同比增速更快（19.3% vs 13.4%）。Ametek自由现金流更多（$527.3M vs $268.5M）。过去两年伯克希尔·哈撒韦的营收复合增速更高（16.2% 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。
伯克希尔·哈撒韦是总部位于美国内布拉斯加州奥马哈的跨国综合控股集团，最初主营纺织品制造，1965年起在董事长兼首席执行官沃伦·巴菲特、副董事长查理·芒格的带领下转型为多元化企业集团，2026年初格雷格·阿贝尔接任首席执行官，巴菲特个人持有公司38.4%的A类有投票权股份，对应15.1%的整体经济权益。
AME vs HEI — 直观对比
营收规模更大
AME
是对方的1.7倍
$1.2B
营收增速更快
HEI
高出5.9%
13.4%
净利率更高
AME
高出4.4%
15.6%
自由现金流更多
AME
多$258.8M
$268.5M
两年增速更快
HEI
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.2B |
| 净利润 | $398.6M | $188.3M |
| 毛利率 | 36.0% | 40.2% |
| 营业利润率 | 25.3% | 23.1% |
| 净利率 | 19.9% | 15.6% |
| 营收同比 | 13.4% | 19.3% |
| 净利润同比 | 2.9% | 34.8% |
| 每股收益（稀释后） | $1.73 | $1.32 |
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AMEHEI
| Q4 25 | $2.0B | $1.2B | ||
| Q3 25 | $1.9B | $1.1B | ||
| Q2 25 | $1.8B | $1.1B | ||
| Q1 25 | $1.7B | $1.0B | ||
| Q4 24 | $1.8B | $1.0B | ||
| Q3 24 | $1.7B | $992.2M | ||
| Q2 24 | $1.7B | $955.4M | ||
| Q1 24 | $1.7B | $896.4M |
净利润AMEHEI
| Q4 25 | $398.6M | $188.3M | ||
| Q3 25 | $371.4M | $177.3M | ||
| Q2 25 | $358.4M | $156.8M | ||
| Q1 25 | $351.8M | $168.0M | ||
| Q4 24 | $387.3M | $139.7M | ||
| Q3 24 | $340.2M | $136.6M | ||
| Q2 24 | $337.7M | $123.1M | ||
| Q1 24 | $310.9M | $114.7M |
毛利率AMEHEI
| Q4 25 | 36.0% | 40.2% | ||
| Q3 25 | 36.3% | 39.8% | ||
| Q2 25 | 35.8% | 39.9% | ||
| Q1 25 | 36.1% | 39.4% | ||
| Q4 24 | 36.6% | 38.9% | ||
| Q3 24 | 36.0% | 39.2% | ||
| Q2 24 | 36.0% | 38.9% | ||
| Q1 24 | 34.1% | 38.7% |
营业利润率AMEHEI
| Q4 25 | 25.3% | 23.1% | ||
| Q3 25 | 25.8% | 23.1% | ||
| Q2 25 | 26.0% | 22.6% | ||
| Q1 25 | 26.3% | 22.0% | ||
| Q4 24 | 26.6% | 21.6% | ||
| Q3 24 | 26.1% | 21.8% | ||
| Q2 24 | 25.8% | 21.9% | ||
| Q1 24 | 24.0% | 20.1% |
净利率AMEHEI
| Q4 25 | 19.9% | 15.6% | ||
| Q3 25 | 19.6% | 15.5% | ||
| Q2 25 | 20.2% | 14.3% | ||
| Q1 25 | 20.3% | 16.3% | ||
| Q4 24 | 22.0% | 13.8% | ||
| Q3 24 | 19.9% | 13.8% | ||
| Q2 24 | 19.5% | 12.9% | ||
| Q1 24 | 17.9% | 12.8% |
每股收益（稀释后）AMEHEI
| Q4 25 | $1.73 | $1.32 | ||
| Q3 25 | $1.60 | $1.26 | ||
| Q2 25 | $1.55 | $1.12 | ||
| Q1 25 | $1.52 | $1.20 | ||
| Q4 24 | $1.67 | $1.00 | ||
| Q3 24 | $1.47 | $0.97 | ||
| Q2 24 | $1.45 | $0.88 | ||
| Q1 24 | $1.34 | $0.82 |
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 | $217.8M |
| 总债务越低越好 | $2.3B | $2.2B |
| 股东权益账面价值 | $10.6B | $4.3B |
| 总资产 | $16.1B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.21× | 0.50× |
8季度趋势，按日历期对齐
现金及短期投资AMEHEI
| Q4 25 | $458.0M | $217.8M | ||
| Q3 25 | $439.2M | $261.9M | ||
| Q2 25 | $619.7M | $242.3M | ||
| Q1 25 | $399.0M | $165.5M | ||
| Q4 24 | $374.0M | $162.1M | ||
| Q3 24 | $396.3M | $202.9M | ||
| Q2 24 | $396.6M | $204.2M | ||
| Q1 24 | $373.8M | $196.3M |
总债务AMEHEI
| Q4 25 | $2.3B | $2.2B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | $2.1B | $2.2B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.4B | ||
| Q1 24 | — | $2.5B |
股东权益AMEHEI
| Q4 25 | $10.6B | $4.3B | ||
| Q3 25 | $10.5B | $4.1B | ||
| Q2 25 | $10.4B | $4.0B | ||
| Q1 25 | $10.0B | $3.7B | ||
| Q4 24 | $9.7B | $3.6B | ||
| Q3 24 | $9.6B | $3.5B | ||
| Q2 24 | $9.3B | $3.4B | ||
| Q1 24 | $9.0B | $3.3B |
总资产AMEHEI
| Q4 25 | $16.1B | $8.5B | ||
| Q3 25 | $16.2B | $8.5B | ||
| Q2 25 | $15.3B | $8.1B | ||
| Q1 25 | $14.9B | $7.9B | ||
| Q4 24 | $14.6B | $7.6B | ||
| Q3 24 | $14.8B | $7.4B | ||
| Q2 24 | $14.8B | $7.4B | ||
| Q1 24 | $14.9B | $7.3B |
负债/权益比AMEHEI
| Q4 25 | 0.21× | 0.50× | ||
| Q3 25 | — | 0.59× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 0.63× | ||
| Q4 24 | 0.22× | 0.61× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.70× | ||
| Q1 24 | — | 0.76× |
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 | $295.3M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $268.5M |
| 自由现金流率自由现金流/营收 | 26.4% | 22.2% |
| 资本支出强度资本支出/营收 | 2.9% | 2.2% |
| 现金转化率经营现金流/净利润 | 1.47× | 1.57× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $861.4M |
8季度趋势，按日历期对齐
经营现金流AMEHEI
| Q4 25 | $584.3M | $295.3M | ||
| Q3 25 | $440.9M | $231.2M | ||
| Q2 25 | $359.1M | $204.7M | ||
| Q1 25 | $417.5M | $203.0M | ||
| Q4 24 | $550.0M | $205.6M | ||
| Q3 24 | $487.2M | $214.0M | ||
| Q2 24 | $381.4M | $141.1M | ||
| Q1 24 | $410.2M | $111.7M |
自由现金流AMEHEI
| Q4 25 | $527.3M | $268.5M | ||
| Q3 25 | $420.0M | $218.5M | ||
| Q2 25 | $329.8M | $188.7M | ||
| Q1 25 | $394.5M | $185.7M | ||
| Q4 24 | $498.3M | $189.5M | ||
| Q3 24 | $460.9M | $198.1M | ||
| Q2 24 | $360.0M | $128.2M | ||
| Q1 24 | $382.6M | $98.3M |
自由现金流率AMEHEI
| Q4 25 | 26.4% | 22.2% | ||
| Q3 25 | 22.2% | 19.0% | ||
| Q2 25 | 18.5% | 17.2% | ||
| Q1 25 | 22.8% | 18.0% | ||
| Q4 24 | 28.3% | 18.7% | ||
| Q3 24 | 27.0% | 20.0% | ||
| Q2 24 | 20.8% | 13.4% | ||
| Q1 24 | 22.0% | 11.0% |
资本支出强度AMEHEI
| Q4 25 | 2.9% | 2.2% | ||
| Q3 25 | 1.1% | 1.1% | ||
| Q2 25 | 1.6% | 1.5% | ||
| Q1 25 | 1.3% | 1.7% | ||
| Q4 24 | 2.9% | 1.6% | ||
| Q3 24 | 1.5% | 1.6% | ||
| Q2 24 | 1.2% | 1.4% | ||
| Q1 24 | 1.6% | 1.5% |
现金转化率AMEHEI
| Q4 25 | 1.47× | 1.57× | ||
| Q3 25 | 1.19× | 1.30× | ||
| Q2 25 | 1.00× | 1.31× | ||
| Q1 25 | 1.19× | 1.21× | ||
| Q4 24 | 1.42× | 1.47× | ||
| Q3 24 | 1.43× | 1.57× | ||
| Q2 24 | 1.13× | 1.15× | ||
| Q1 24 | 1.32× | 0.97× |
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% |
HEI
| Aftermarket Replacement Parts | $510.0M | 42% |
| Electronic Componentsfor Defense Spaceand Aerospace | $311.8M | 26% |
| Defenseand Space | $170.6M | 14% |
| Specialty Products | $118.9M | 10% |
| Other Electronic Components | $73.0M | 6% |
| Other Industries | $15.9M | 1% |
