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Ametek（AME）与Hub Group, Inc.（HUBG）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Hub Group, Inc.的2.1倍（$2.0B vs $934.5M）。Ametek净利率更高（19.9% vs 3.1%，领先16.9%）。Ametek同比增速更快（13.4% vs -5.3%）。Ametek自由现金流更多（$527.3M vs $19.4M）。过去两年Ametek的营收复合增速更高（7.3% vs -2.6%）
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。
Hub Group是北美知名的运输与物流管理企业，1971年由菲利普·耶格尔创立，1996年上市，总部位于伊利诺伊州奥克布鲁克，目前由创始人之孙菲利普·D·耶格尔运营，年营收超50亿美元，为客户提供专业的供应链及物流解决方案。
AME vs HUBG — 直观对比
营收规模更大
AME
是对方的2.1倍
$934.5M
营收增速更快
AME
高出18.8%
-5.3%
净利率更高
AME
高出16.9%
3.1%
自由现金流更多
AME
多$507.9M
$19.4M
两年增速更快
AME
近两年复合增速
-2.6%
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $934.5M |
| 净利润 | $398.6M | $28.6M |
| 毛利率 | 36.0% | — |
| 营业利润率 | 25.3% | 4.2% |
| 净利率 | 19.9% | 3.1% |
| 营收同比 | 13.4% | -5.3% |
| 净利润同比 | 2.9% | 21.0% |
| 每股收益（稀释后） | $1.73 | $0.47 |
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AMEHUBG
| Q4 25 | $2.0B | — | ||
| Q3 25 | $1.9B | $934.5M | ||
| Q2 25 | $1.8B | $905.6M | ||
| Q1 25 | $1.7B | $915.2M | ||
| Q4 24 | $1.8B | $973.5M | ||
| Q3 24 | $1.7B | $986.9M | ||
| Q2 24 | $1.7B | $986.5M | ||
| Q1 24 | $1.7B | $999.5M |
净利润AMEHUBG
| Q4 25 | $398.6M | — | ||
| Q3 25 | $371.4M | $28.6M | ||
| Q2 25 | $358.4M | $25.2M | ||
| Q1 25 | $351.8M | $26.8M | ||
| Q4 24 | $387.3M | $24.3M | ||
| Q3 24 | $340.2M | $23.6M | ||
| Q2 24 | $337.7M | $29.0M | ||
| Q1 24 | $310.9M | $27.1M |
毛利率AMEHUBG
| Q4 25 | 36.0% | — | ||
| Q3 25 | 36.3% | — | ||
| Q2 25 | 35.8% | — | ||
| Q1 25 | 36.1% | — | ||
| Q4 24 | 36.6% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 36.0% | — | ||
| Q1 24 | 34.1% | — |
营业利润率AMEHUBG
| Q4 25 | 25.3% | — | ||
| Q3 25 | 25.8% | 4.2% | ||
| Q2 25 | 26.0% | 3.8% | ||
| Q1 25 | 26.3% | 4.1% | ||
| Q4 24 | 26.6% | 3.2% | ||
| Q3 24 | 26.1% | 3.3% | ||
| Q2 24 | 25.8% | 4.0% | ||
| Q1 24 | 24.0% | 3.7% |
净利率AMEHUBG
| Q4 25 | 19.9% | — | ||
| Q3 25 | 19.6% | 3.1% | ||
| Q2 25 | 20.2% | 2.8% | ||
| Q1 25 | 20.3% | 2.9% | ||
| Q4 24 | 22.0% | 2.5% | ||
| Q3 24 | 19.9% | 2.4% | ||
| Q2 24 | 19.5% | 2.9% | ||
| Q1 24 | 17.9% | 2.7% |
每股收益（稀释后）AMEHUBG
| Q4 25 | $1.73 | — | ||
| Q3 25 | $1.60 | $0.47 | ||
| Q2 25 | $1.55 | $0.42 | ||
| Q1 25 | $1.52 | $0.44 | ||
| Q4 24 | $1.67 | $0.40 | ||
| Q3 24 | $1.47 | $0.39 | ||
| Q2 24 | $1.45 | $0.47 | ||
| Q1 24 | $1.34 | $0.44 |
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 | $119.7M |
| 总债务越低越好 | $2.3B | $255.0M |
| 股东权益账面价值 | $10.6B | $1.7B |
| 总资产 | $16.1B | $2.9B |
| 负债/权益比越低杠杆越低 | 0.21× | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资AMEHUBG
| Q4 25 | $458.0M | — | ||
| Q3 25 | $439.2M | $119.7M | ||
| Q2 25 | $619.7M | $137.0M | ||
| Q1 25 | $399.0M | $112.7M | ||
| Q4 24 | $374.0M | $98.2M | ||
| Q3 24 | $396.3M | $186.1M | ||
| Q2 24 | $396.6M | $220.2M | ||
| Q1 24 | $373.8M | $195.4M |
总债务AMEHUBG
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | $255.0M | ||
| Q2 25 | — | $231.9M | ||
| Q1 25 | — | $252.1M | ||
| Q4 24 | $2.1B | $264.4M | ||
| Q3 24 | — | $287.1M | ||
| Q2 24 | — | $313.1M | ||
| Q1 24 | — | $334.8M |
股东权益AMEHUBG
| Q4 25 | $10.6B | — | ||
| Q3 25 | $10.5B | $1.7B | ||
| Q2 25 | $10.4B | $1.7B | ||
| Q1 25 | $10.0B | $1.6B | ||
| Q4 24 | $9.7B | $1.6B | ||
| Q3 24 | $9.6B | $1.6B | ||
| Q2 24 | $9.3B | $1.6B | ||
| Q1 24 | $9.0B | $1.6B |
总资产AMEHUBG
| Q4 25 | $16.1B | — | ||
| Q3 25 | $16.2B | $2.9B | ||
| Q2 25 | $15.3B | $2.8B | ||
| Q1 25 | $14.9B | $2.8B | ||
| Q4 24 | $14.6B | $2.9B | ||
| Q3 24 | $14.8B | $2.8B | ||
| Q2 24 | $14.8B | $2.9B | ||
| Q1 24 | $14.9B | $2.9B |
负债/权益比AMEHUBG
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.14× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | 0.22× | 0.16× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | 0.19× | ||
| Q1 24 | — | 0.21× |
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 | $28.1M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $19.4M |
| 自由现金流率自由现金流/营收 | 26.4% | 2.1% |
| 资本支出强度资本支出/营收 | 2.9% | 0.9% |
| 现金转化率经营现金流/净利润 | 1.47× | 0.98× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $113.4M |
8季度趋势，按日历期对齐
经营现金流AMEHUBG
| Q4 25 | $584.3M | — | ||
| Q3 25 | $440.9M | $28.1M | ||
| Q2 25 | $359.1M | $61.5M | ||
| Q1 25 | $417.5M | $70.0M | ||
| Q4 24 | $550.0M | $604.0K | ||
| Q3 24 | $487.2M | $43.4M | ||
| Q2 24 | $381.4M | $69.9M | ||
| Q1 24 | $410.2M | $80.5M |
自由现金流AMEHUBG
| Q4 25 | $527.3M | — | ||
| Q3 25 | $420.0M | $19.4M | ||
| Q2 25 | $329.8M | $50.2M | ||
| Q1 25 | $394.5M | $50.8M | ||
| Q4 24 | $498.3M | $-7.0M | ||
| Q3 24 | $460.9M | $31.4M | ||
| Q2 24 | $360.0M | $56.2M | ||
| Q1 24 | $382.6M | $63.0M |
自由现金流率AMEHUBG
| Q4 25 | 26.4% | — | ||
| Q3 25 | 22.2% | 2.1% | ||
| Q2 25 | 18.5% | 5.5% | ||
| Q1 25 | 22.8% | 5.6% | ||
| Q4 24 | 28.3% | -0.7% | ||
| Q3 24 | 27.0% | 3.2% | ||
| Q2 24 | 20.8% | 5.7% | ||
| Q1 24 | 22.0% | 6.3% |
资本支出强度AMEHUBG
| Q4 25 | 2.9% | — | ||
| Q3 25 | 1.1% | 0.9% | ||
| Q2 25 | 1.6% | 1.2% | ||
| Q1 25 | 1.3% | 2.1% | ||
| Q4 24 | 2.9% | 0.8% | ||
| Q3 24 | 1.5% | 1.2% | ||
| Q2 24 | 1.2% | 1.4% | ||
| Q1 24 | 1.6% | 1.8% |
现金转化率AMEHUBG
| Q4 25 | 1.47× | — | ||
| Q3 25 | 1.19× | 0.98× | ||
| Q2 25 | 1.00× | 2.44× | ||
| Q1 25 | 1.19× | 2.61× | ||
| Q4 24 | 1.42× | 0.02× | ||
| Q3 24 | 1.43× | 1.84× | ||
| Q2 24 | 1.13× | 2.41× | ||
| Q1 24 | 1.32× | 2.98× |
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% |
HUBG
| Intermodal | $561.5M | 60% |
| Other | $343.6M | 37% |
| Inter Segment | $29.4M | 3% |
