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Ametek（AME）与Installed Building Products, Inc.（IBP）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Installed Building Products, Inc.的2.7倍（$2.0B vs $747.5M）。Ametek净利率更高（19.9% vs 10.2%，领先9.7%）。Ametek同比增速更快（13.4% vs -0.4%）。Ametek自由现金流更多（$527.3M vs $49.3M）。过去两年Ametek的营收复合增速更高（7.3% vs 3.9%）
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。
Installed Building Products, Inc.是美国领先的建筑产品安装服务商，主营绝缘材料、排水沟、车库门、消防系统及窗帘等产品的专业安装服务，覆盖住宅新建、翻新改造及商业建筑三大领域，业务遍及美国大部分地区。
AME vs IBP — 直观对比
营收规模更大
AME
是对方的2.7倍
$747.5M
营收增速更快
AME
高出13.8%
-0.4%
净利率更高
AME
高出9.7%
10.2%
自由现金流更多
AME
多$478.0M
$49.3M
两年增速更快
AME
近两年复合增速
3.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $747.5M |
| 净利润 | $398.6M | $76.6M |
| 毛利率 | 36.0% | 35.0% |
| 营业利润率 | 25.3% | 14.6% |
| 净利率 | 19.9% | 10.2% |
| 营收同比 | 13.4% | -0.4% |
| 净利润同比 | 2.9% | 14.5% |
| 每股收益（稀释后） | $1.73 | $2.81 |
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AMEIBP
| Q4 25 | $2.0B | $747.5M | ||
| Q3 25 | $1.9B | $778.2M | ||
| Q2 25 | $1.8B | $760.3M | ||
| Q1 25 | $1.7B | $684.8M | ||
| Q4 24 | $1.8B | $750.2M | ||
| Q3 24 | $1.7B | $760.6M | ||
| Q2 24 | $1.7B | $737.6M | ||
| Q1 24 | $1.7B | $692.9M |
净利润AMEIBP
| Q4 25 | $398.6M | $76.6M | ||
| Q3 25 | $371.4M | $74.4M | ||
| Q2 25 | $358.4M | $69.0M | ||
| Q1 25 | $351.8M | $45.4M | ||
| Q4 24 | $387.3M | $66.9M | ||
| Q3 24 | $340.2M | $68.6M | ||
| Q2 24 | $337.7M | $65.2M | ||
| Q1 24 | $310.9M | $55.9M |
毛利率AMEIBP
| Q4 25 | 36.0% | 35.0% | ||
| Q3 25 | 36.3% | 34.0% | ||
| Q2 25 | 35.8% | 34.2% | ||
| Q1 25 | 36.1% | 32.7% | ||
| Q4 24 | 36.6% | 33.6% | ||
| Q3 24 | 36.0% | 33.8% | ||
| Q2 24 | 36.0% | 34.1% | ||
| Q1 24 | 34.1% | 33.8% |
营业利润率AMEIBP
| Q4 25 | 25.3% | 14.6% | ||
| Q3 25 | 25.8% | 13.7% | ||
| Q2 25 | 26.0% | 13.3% | ||
| Q1 25 | 26.3% | 10.2% | ||
| Q4 24 | 26.6% | 13.1% | ||
| Q3 24 | 26.1% | 13.3% | ||
| Q2 24 | 25.8% | 12.9% | ||
| Q1 24 | 24.0% | 12.7% |
净利率AMEIBP
| Q4 25 | 19.9% | 10.2% | ||
| Q3 25 | 19.6% | 9.6% | ||
| Q2 25 | 20.2% | 9.1% | ||
| Q1 25 | 20.3% | 6.6% | ||
| Q4 24 | 22.0% | 8.9% | ||
| Q3 24 | 19.9% | 9.0% | ||
| Q2 24 | 19.5% | 8.8% | ||
| Q1 24 | 17.9% | 8.1% |
每股收益（稀释后）AMEIBP
| Q4 25 | $1.73 | $2.81 | ||
| Q3 25 | $1.60 | $2.74 | ||
| Q2 25 | $1.55 | $2.52 | ||
| Q1 25 | $1.52 | $1.64 | ||
| Q4 24 | $1.67 | $2.39 | ||
| Q3 24 | $1.47 | $2.44 | ||
| Q2 24 | $1.45 | $2.30 | ||
| Q1 24 | $1.34 | $1.97 |
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 | $321.9M |
| 总债务越低越好 | $2.3B | $886.6M |
| 股东权益账面价值 | $10.6B | $709.9M |
| 总资产 | $16.1B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.21× | 1.25× |
8季度趋势，按日历期对齐
现金及短期投资AMEIBP
| Q4 25 | $458.0M | $321.9M | ||
| Q3 25 | $439.2M | $333.3M | ||
| Q2 25 | $619.7M | $305.2M | ||
| Q1 25 | $399.0M | $298.7M | ||
| Q4 24 | $374.0M | $327.6M | ||
| Q3 24 | $396.3M | $406.2M | ||
| Q2 24 | $396.6M | $380.3M | ||
| Q1 24 | $373.8M | $399.9M |
总债务AMEIBP
| Q4 25 | $2.3B | $886.6M | ||
| Q3 25 | — | $880.8M | ||
| Q2 25 | — | $876.1M | ||
| Q1 25 | — | $872.4M | ||
| Q4 24 | $2.1B | $874.8M | ||
| Q3 24 | — | $872.3M | ||
| Q2 24 | — | $875.8M | ||
| Q1 24 | — | $875.0M |
股东权益AMEIBP
| Q4 25 | $10.6B | $709.9M | ||
| Q3 25 | $10.5B | $678.6M | ||
| Q2 25 | $10.4B | $664.5M | ||
| Q1 25 | $10.0B | $660.9M | ||
| Q4 24 | $9.7B | $705.3M | ||
| Q3 24 | $9.6B | $716.4M | ||
| Q2 24 | $9.3B | $685.3M | ||
| Q1 24 | $9.0B | $679.2M |
总资产AMEIBP
| Q4 25 | $16.1B | $2.1B | ||
| Q3 25 | $16.2B | $2.1B | ||
| Q2 25 | $15.3B | $2.0B | ||
| Q1 25 | $14.9B | $2.0B | ||
| Q4 24 | $14.6B | $2.1B | ||
| Q3 24 | $14.8B | $2.1B | ||
| Q2 24 | $14.8B | $2.0B | ||
| Q1 24 | $14.9B | $2.0B |
负债/权益比AMEIBP
| Q4 25 | 0.21× | 1.25× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | — | 1.32× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | 0.22× | 1.24× | ||
| Q3 24 | — | 1.22× | ||
| Q2 24 | — | 1.28× | ||
| Q1 24 | — | 1.29× |
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 | $64.9M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $49.3M |
| 自由现金流率自由现金流/营收 | 26.4% | 6.6% |
| 资本支出强度资本支出/营收 | 2.9% | 2.1% |
| 现金转化率经营现金流/净利润 | 1.47× | 0.85× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $300.8M |
8季度趋势，按日历期对齐
经营现金流AMEIBP
| Q4 25 | $584.3M | $64.9M | ||
| Q3 25 | $440.9M | $124.0M | ||
| Q2 25 | $359.1M | $90.4M | ||
| Q1 25 | $417.5M | $92.1M | ||
| Q4 24 | $550.0M | $74.8M | ||
| Q3 24 | $487.2M | $101.4M | ||
| Q2 24 | $381.4M | $79.0M | ||
| Q1 24 | $410.2M | $84.8M |
自由现金流AMEIBP
| Q4 25 | $527.3M | $49.3M | ||
| Q3 25 | $420.0M | $104.8M | ||
| Q2 25 | $329.8M | $74.8M | ||
| Q1 25 | $394.5M | $71.9M | ||
| Q4 24 | $498.3M | $52.9M | ||
| Q3 24 | $460.9M | $77.3M | ||
| Q2 24 | $360.0M | $58.2M | ||
| Q1 24 | $382.6M | $63.0M |
自由现金流率AMEIBP
| Q4 25 | 26.4% | 6.6% | ||
| Q3 25 | 22.2% | 13.5% | ||
| Q2 25 | 18.5% | 9.8% | ||
| Q1 25 | 22.8% | 10.5% | ||
| Q4 24 | 28.3% | 7.1% | ||
| Q3 24 | 27.0% | 10.2% | ||
| Q2 24 | 20.8% | 7.9% | ||
| Q1 24 | 22.0% | 9.1% |
资本支出强度AMEIBP
| Q4 25 | 2.9% | 2.1% | ||
| Q3 25 | 1.1% | 2.5% | ||
| Q2 25 | 1.6% | 2.1% | ||
| Q1 25 | 1.3% | 2.9% | ||
| Q4 24 | 2.9% | 2.9% | ||
| Q3 24 | 1.5% | 3.2% | ||
| Q2 24 | 1.2% | 2.8% | ||
| Q1 24 | 1.6% | 3.1% |
现金转化率AMEIBP
| Q4 25 | 1.47× | 0.85× | ||
| Q3 25 | 1.19× | 1.67× | ||
| Q2 25 | 1.00× | 1.31× | ||
| Q1 25 | 1.19× | 2.03× | ||
| Q4 24 | 1.42× | 1.12× | ||
| Q3 24 | 1.43× | 1.48× | ||
| Q2 24 | 1.13× | 1.21× | ||
| Q1 24 | 1.32× | 1.52× |
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% |
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
