vs
Ametek（AME）与IES Holdings, Inc.（IESC）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IES Holdings, Inc.的2.3倍（$2.0B vs $871.0M）。Ametek净利率更高（19.9% vs 10.5%，领先9.4%）。IES Holdings, Inc.同比增速更快（16.2% vs 13.4%）。Ametek自由现金流更多（$527.3M vs $-18.9M）。过去两年IES Holdings, Inc.的营收复合增速更高（11.1% 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。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
AME vs IESC — 直观对比
营收规模更大
AME
是对方的2.3倍
$871.0M
营收增速更快
IESC
高出2.8%
13.4%
净利率更高
AME
高出9.4%
10.5%
自由现金流更多
AME
多$546.1M
$-18.9M
两年增速更快
IESC
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $871.0M |
| 净利润 | $398.6M | $91.8M |
| 毛利率 | 36.0% | 25.3% |
| 营业利润率 | 25.3% | 11.2% |
| 净利率 | 19.9% | 10.5% |
| 营收同比 | 13.4% | 16.2% |
| 净利润同比 | 2.9% | 59.1% |
| 每股收益（稀释后） | $1.73 | $4.51 |
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AMEIESC
| Q4 25 | $2.0B | $871.0M | ||
| Q3 25 | $1.9B | $897.8M | ||
| Q2 25 | $1.8B | $890.2M | ||
| Q1 25 | $1.7B | $834.0M | ||
| Q4 24 | $1.8B | $749.5M | ||
| Q3 24 | $1.7B | $775.8M | ||
| Q2 24 | $1.7B | $768.4M | ||
| Q1 24 | $1.7B | $705.7M |
净利润AMEIESC
| Q4 25 | $398.6M | $91.8M | ||
| Q3 25 | $371.4M | $102.3M | ||
| Q2 25 | $358.4M | $79.3M | ||
| Q1 25 | $351.8M | $72.6M | ||
| Q4 24 | $387.3M | $57.7M | ||
| Q3 24 | $340.2M | $65.5M | ||
| Q2 24 | $337.7M | $66.6M | ||
| Q1 24 | $310.9M | $56.8M |
毛利率AMEIESC
| Q4 25 | 36.0% | 25.3% | ||
| Q3 25 | 36.3% | 26.0% | ||
| Q2 25 | 35.8% | 26.9% | ||
| Q1 25 | 36.1% | 25.0% | ||
| Q4 24 | 36.6% | 23.8% | ||
| Q3 24 | 36.0% | 24.0% | ||
| Q2 24 | 36.0% | 25.3% | ||
| Q1 24 | 34.1% | 24.3% |
营业利润率AMEIESC
| Q4 25 | 25.3% | 11.2% | ||
| Q3 25 | 25.8% | 11.6% | ||
| Q2 25 | 26.0% | 12.6% | ||
| Q1 25 | 26.3% | 11.1% | ||
| Q4 24 | 26.6% | 10.0% | ||
| Q3 24 | 26.1% | 9.7% | ||
| Q2 24 | 25.8% | 11.7% | ||
| Q1 24 | 24.0% | 11.0% |
净利率AMEIESC
| Q4 25 | 19.9% | 10.5% | ||
| Q3 25 | 19.6% | 11.4% | ||
| Q2 25 | 20.2% | 8.9% | ||
| Q1 25 | 20.3% | 8.7% | ||
| Q4 24 | 22.0% | 7.7% | ||
| Q3 24 | 19.9% | 8.4% | ||
| Q2 24 | 19.5% | 8.7% | ||
| Q1 24 | 17.9% | 8.0% |
每股收益（稀释后）AMEIESC
| Q4 25 | $1.73 | $4.51 | ||
| Q3 25 | $1.60 | $4.99 | ||
| Q2 25 | $1.55 | $3.81 | ||
| Q1 25 | $1.52 | $3.50 | ||
| Q4 24 | $1.67 | $2.72 | ||
| Q3 24 | $1.47 | $3.06 | ||
| Q2 24 | $1.45 | $2.67 | ||
| Q1 24 | $1.34 | $2.29 |
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 | $258.7M |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $10.6B | $961.1M |
| 总资产 | $16.1B | $1.7B |
| 负债/权益比越低杠杆越低 | 0.21× | — |
8季度趋势，按日历期对齐
现金及短期投资AMEIESC
| Q4 25 | $458.0M | $258.7M | ||
| Q3 25 | $439.2M | $231.8M | ||
| Q2 25 | $619.7M | $168.3M | ||
| Q1 25 | $399.0M | $88.3M | ||
| Q4 24 | $374.0M | $112.0M | ||
| Q3 24 | $396.3M | $135.8M | ||
| Q2 24 | $396.6M | $44.9M | ||
| Q1 24 | $373.8M | $106.0M |
总债务AMEIESC
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMEIESC
| Q4 25 | $10.6B | $961.1M | ||
| Q3 25 | $10.5B | $884.0M | ||
| Q2 25 | $10.4B | $781.4M | ||
| Q1 25 | $10.0B | $705.8M | ||
| Q4 24 | $9.7B | $652.4M | ||
| Q3 24 | $9.6B | $611.1M | ||
| Q2 24 | $9.3B | $567.5M | ||
| Q1 24 | $9.0B | $534.8M |
总资产AMEIESC
| Q4 25 | $16.1B | $1.7B | ||
| Q3 25 | $16.2B | $1.6B | ||
| Q2 25 | $15.3B | $1.5B | ||
| Q1 25 | $14.9B | $1.4B | ||
| Q4 24 | $14.6B | $1.3B | ||
| Q3 24 | $14.8B | $1.2B | ||
| Q2 24 | $14.8B | $1.2B | ||
| Q1 24 | $14.9B | $1.1B |
负债/权益比AMEIESC
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $-18.9M |
| 自由现金流率自由现金流/营收 | 26.4% | -2.2% |
| 资本支出强度资本支出/营收 | 2.9% | 5.3% |
| 现金转化率经营现金流/净利润 | 1.47× | 0.30× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $175.9M |
8季度趋势，按日历期对齐
经营现金流AMEIESC
| Q4 25 | $584.3M | $27.7M | ||
| Q3 25 | $440.9M | $132.0M | ||
| Q2 25 | $359.1M | $92.0M | ||
| Q1 25 | $417.5M | $24.8M | ||
| Q4 24 | $550.0M | $37.3M | ||
| Q3 24 | $487.2M | $92.8M | ||
| Q2 24 | $381.4M | $82.9M | ||
| Q1 24 | $410.2M | $33.7M |
自由现金流AMEIESC
| Q4 25 | $527.3M | $-18.9M | ||
| Q3 25 | $420.0M | $112.0M | ||
| Q2 25 | $329.8M | $74.8M | ||
| Q1 25 | $394.5M | $7.9M | ||
| Q4 24 | $498.3M | $24.1M | ||
| Q3 24 | $460.9M | $78.5M | ||
| Q2 24 | $360.0M | $65.4M | ||
| Q1 24 | $382.6M | $26.9M |
自由现金流率AMEIESC
| Q4 25 | 26.4% | -2.2% | ||
| Q3 25 | 22.2% | 12.5% | ||
| Q2 25 | 18.5% | 8.4% | ||
| Q1 25 | 22.8% | 0.9% | ||
| Q4 24 | 28.3% | 3.2% | ||
| Q3 24 | 27.0% | 10.1% | ||
| Q2 24 | 20.8% | 8.5% | ||
| Q1 24 | 22.0% | 3.8% |
资本支出强度AMEIESC
| Q4 25 | 2.9% | 5.3% | ||
| Q3 25 | 1.1% | 2.2% | ||
| Q2 25 | 1.6% | 1.9% | ||
| Q1 25 | 1.3% | 2.0% | ||
| Q4 24 | 2.9% | 1.8% | ||
| Q3 24 | 1.5% | 1.8% | ||
| Q2 24 | 1.2% | 2.3% | ||
| Q1 24 | 1.6% | 1.0% |
现金转化率AMEIESC
| Q4 25 | 1.47× | 0.30× | ||
| Q3 25 | 1.19× | 1.29× | ||
| Q2 25 | 1.00× | 1.16× | ||
| Q1 25 | 1.19× | 0.34× | ||
| Q4 24 | 1.42× | 0.65× | ||
| Q3 24 | 1.43× | 1.42× | ||
| Q2 24 | 1.13× | 1.24× | ||
| Q1 24 | 1.32× | 0.59× |
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% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
