vs
Ametek（AME）与哈雷戴维森（HOG）财务数据对比。点击上方公司名可切换其他公司
Ametek的季度营收约是哈雷戴维森的5.1倍（$2.0B vs $390.5M）。Ametek净利率更高（19.9% vs -72.3%，领先92.3%）。Ametek同比增速更快（13.4% vs -9.4%）。Ametek自由现金流更多（$527.3M vs $100.4M）。过去两年Ametek的营收复合增速更高（7.3% vs -48.6%）
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。
哈雷戴维森是源自美国的摩托车制造商与生活方式品牌，总部位于威斯康星州密尔沃基，创立于1903年。它是大萧条时期幸存下来的两大美国摩托车厂商之一，历经多次股权变动、子公司调整、经营困境与全球竞争，如今已是全球知名的标志性品牌。
AME vs HOG — 直观对比
营收规模更大
AME
是对方的5.1倍
$390.5M
营收增速更快
AME
高出22.8%
-9.4%
净利率更高
AME
高出92.3%
-72.3%
自由现金流更多
AME
多$426.8M
$100.4M
两年增速更快
AME
近两年复合增速
-48.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $390.5M |
| 净利润 | $398.6M | $-282.6M |
| 毛利率 | 36.0% | -7.9% |
| 营业利润率 | 25.3% | -92.4% |
| 净利率 | 19.9% | -72.3% |
| 营收同比 | 13.4% | -9.4% |
| 净利润同比 | 2.9% | -138.6% |
| 每股收益（稀释后） | $1.73 | $-2.27 |
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AMEHOG
| Q4 25 | $2.0B | $390.5M | ||
| Q3 25 | $1.9B | $1.1B | ||
| Q2 25 | $1.8B | $1.0B | ||
| Q1 25 | $1.7B | $1.1B | ||
| Q4 24 | $1.8B | $430.9M | ||
| Q3 24 | $1.7B | $881.2M | ||
| Q2 24 | $1.7B | $1.4B | ||
| Q1 24 | $1.7B | $1.5B |
净利润AMEHOG
| Q4 25 | $398.6M | $-282.6M | ||
| Q3 25 | $371.4M | $377.4M | ||
| Q2 25 | $358.4M | $107.6M | ||
| Q1 25 | $351.8M | $133.1M | ||
| Q4 24 | $387.3M | $-118.4M | ||
| Q3 24 | $340.2M | $119.0M | ||
| Q2 24 | $337.7M | $218.3M | ||
| Q1 24 | $310.9M | $234.9M |
毛利率AMEHOG
| Q4 25 | 36.0% | -7.9% | ||
| Q3 25 | 36.3% | 26.0% | ||
| Q2 25 | 35.8% | 28.5% | ||
| Q1 25 | 36.1% | 28.9% | ||
| Q4 24 | 36.6% | -2.0% | ||
| Q3 24 | 36.0% | 29.8% | ||
| Q2 24 | 36.0% | 31.8% | ||
| Q1 24 | 34.1% | 30.9% |
营业利润率AMEHOG
| Q4 25 | 25.3% | -92.4% | ||
| Q3 25 | 25.8% | 44.0% | ||
| Q2 25 | 26.0% | 10.7% | ||
| Q1 25 | 26.3% | 14.8% | ||
| Q4 24 | 26.6% | -44.9% | ||
| Q3 24 | 26.1% | 12.0% | ||
| Q2 24 | 25.8% | 17.8% | ||
| Q1 24 | 24.0% | 17.8% |
净利率AMEHOG
| Q4 25 | 19.9% | -72.3% | ||
| Q3 25 | 19.6% | 35.0% | ||
| Q2 25 | 20.2% | 10.2% | ||
| Q1 25 | 20.3% | 12.3% | ||
| Q4 24 | 22.0% | -27.5% | ||
| Q3 24 | 19.9% | 13.5% | ||
| Q2 24 | 19.5% | 16.1% | ||
| Q1 24 | 17.9% | 15.9% |
每股收益（稀释后）AMEHOG
| Q4 25 | $1.73 | $-2.27 | ||
| Q3 25 | $1.60 | $3.10 | ||
| Q2 25 | $1.55 | $0.88 | ||
| Q1 25 | $1.52 | $1.07 | ||
| Q4 24 | $1.67 | $-0.82 | ||
| Q3 24 | $1.47 | $0.91 | ||
| Q2 24 | $1.45 | $1.63 | ||
| Q1 24 | $1.34 | $1.72 |
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 | $3.1B |
| 总债务越低越好 | $2.3B | $2.5B |
| 股东权益账面价值 | $10.6B | $3.1B |
| 总资产 | $16.1B | $8.0B |
| 负债/权益比越低杠杆越低 | 0.21× | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资AMEHOG
| Q4 25 | $458.0M | $3.1B | ||
| Q3 25 | $439.2M | $1.8B | ||
| Q2 25 | $619.7M | $1.6B | ||
| Q1 25 | $399.0M | $1.9B | ||
| Q4 24 | $374.0M | $1.6B | ||
| Q3 24 | $396.3M | $2.2B | ||
| Q2 24 | $396.6M | $1.8B | ||
| Q1 24 | $373.8M | $1.5B |
总债务AMEHOG
| Q4 25 | $2.3B | $2.5B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | $2.1B | $6.3B | ||
| Q3 24 | — | $7.3B | ||
| Q2 24 | — | $7.0B | ||
| Q1 24 | — | $6.3B |
股东权益AMEHOG
| Q4 25 | $10.6B | $3.1B | ||
| Q3 25 | $10.5B | $3.6B | ||
| Q2 25 | $10.4B | $3.3B | ||
| Q1 25 | $10.0B | $3.2B | ||
| Q4 24 | $9.7B | $3.2B | ||
| Q3 24 | $9.6B | $3.4B | ||
| Q2 24 | $9.3B | $3.4B | ||
| Q1 24 | $9.0B | $3.3B |
总资产AMEHOG
| Q4 25 | $16.1B | $8.0B | ||
| Q3 25 | $16.2B | $10.6B | ||
| Q2 25 | $15.3B | $12.1B | ||
| Q1 25 | $14.9B | $12.4B | ||
| Q4 24 | $14.6B | $11.9B | ||
| Q3 24 | $14.8B | $13.0B | ||
| Q2 24 | $14.8B | $12.8B | ||
| Q1 24 | $14.9B | $12.3B |
负债/权益比AMEHOG
| Q4 25 | 0.21× | 0.79× | ||
| Q3 25 | — | 1.25× | ||
| Q2 25 | — | 1.91× | ||
| Q1 25 | — | 2.14× | ||
| Q4 24 | 0.22× | 2.00× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 2.03× | ||
| Q1 24 | — | 1.88× |
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 | $152.0M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $100.4M |
| 自由现金流率自由现金流/营收 | 26.4% | 25.7% |
| 资本支出强度资本支出/营收 | 2.9% | 13.2% |
| 现金转化率经营现金流/净利润 | 1.47× | — |
| 过去12个月自由现金流最近4个季度 | $1.7B | $415.2M |
8季度趋势，按日历期对齐
经营现金流AMEHOG
| Q4 25 | $584.3M | $152.0M | ||
| Q3 25 | $440.9M | $-92.6M | ||
| Q2 25 | $359.1M | $368.0M | ||
| Q1 25 | $417.5M | $141.5M | ||
| Q4 24 | $550.0M | $133.2M | ||
| Q3 24 | $487.2M | $353.0M | ||
| Q2 24 | $381.4M | $473.6M | ||
| Q1 24 | $410.2M | $104.0M |
自由现金流AMEHOG
| Q4 25 | $527.3M | $100.4M | ||
| Q3 25 | $420.0M | $-129.1M | ||
| Q2 25 | $329.8M | $332.4M | ||
| Q1 25 | $394.5M | $111.6M | ||
| Q4 24 | $498.3M | $77.0M | ||
| Q3 24 | $460.9M | $300.4M | ||
| Q2 24 | $360.0M | $432.2M | ||
| Q1 24 | $382.6M | $57.6M |
自由现金流率AMEHOG
| Q4 25 | 26.4% | 25.7% | ||
| Q3 25 | 22.2% | -12.0% | ||
| Q2 25 | 18.5% | 31.7% | ||
| Q1 25 | 22.8% | 10.3% | ||
| Q4 24 | 28.3% | 17.9% | ||
| Q3 24 | 27.0% | 34.1% | ||
| Q2 24 | 20.8% | 31.9% | ||
| Q1 24 | 22.0% | 3.9% |
资本支出强度AMEHOG
| Q4 25 | 2.9% | 13.2% | ||
| Q3 25 | 1.1% | 3.4% | ||
| Q2 25 | 1.6% | 3.4% | ||
| Q1 25 | 1.3% | 2.8% | ||
| Q4 24 | 2.9% | 13.0% | ||
| Q3 24 | 1.5% | 6.0% | ||
| Q2 24 | 1.2% | 3.1% | ||
| Q1 24 | 1.6% | 3.1% |
现金转化率AMEHOG
| Q4 25 | 1.47× | — | ||
| Q3 25 | 1.19× | -0.25× | ||
| Q2 25 | 1.00× | 3.42× | ||
| Q1 25 | 1.19× | 1.06× | ||
| Q4 24 | 1.42× | — | ||
| Q3 24 | 1.43× | 2.97× | ||
| Q2 24 | 1.13× | 2.17× | ||
| Q1 24 | 1.32× | 0.44× |
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% |
HOG
| Motorcycles | $193.9M | 50% |
| Other Income Financial Services | $59.8M | 15% |
| Apparel | $47.2M | 12% |
| Interest Income Financial Services | $45.8M | 12% |
| Other | $18.0M | 5% |
| Livewire Segment | $11.4M | 3% |
