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Ametek（AME）与英格索兰（IR）财务数据对比。点击上方公司名可切换其他公司
英格索兰的季度营收约是Ametek的1.0倍（$2.1B vs $2.0B），Ametek净利率更高（19.9% vs 12.7%，领先7.2%），Ametek同比增速更快（13.4% vs 10.1%），Ametek自由现金流更多（$527.3M vs $461.5M），过去两年英格索兰的营收复合增速更高（11.9% 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。
英格索兰是一家美国跨国企业，主营流体生产及工业产品业务。公司于2020年2月由原英格索兰plc的工业业务板块分拆后与加德纳丹佛合并组建，旗下拥有40多个品牌，产品覆盖全球所有主要市场。
AME vs IR — 直观对比
营收规模更大
IR
是对方的1.0倍
$2.0B
营收增速更快
AME
高出3.3%
10.1%
净利率更高
AME
高出7.2%
12.7%
自由现金流更多
AME
多$65.8M
$461.5M
两年增速更快
IR
近两年复合增速
7.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.1B |
| 净利润 | $398.6M | $266.1M |
| 毛利率 | 36.0% | 42.6% |
| 营业利润率 | 25.3% | 18.7% |
| 净利率 | 19.9% | 12.7% |
| 营收同比 | 13.4% | 10.1% |
| 净利润同比 | 2.9% | 15.8% |
| 每股收益（稀释后） | $1.73 | $0.67 |
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AMEIR
| Q4 25 | $2.0B | $2.1B | ||
| Q3 25 | $1.9B | $2.0B | ||
| Q2 25 | $1.8B | $1.9B | ||
| Q1 25 | $1.7B | $1.7B | ||
| Q4 24 | $1.8B | $1.9B | ||
| Q3 24 | $1.7B | $1.9B | ||
| Q2 24 | $1.7B | $1.8B | ||
| Q1 24 | $1.7B | $1.7B |
净利润AMEIR
| Q4 25 | $398.6M | $266.1M | ||
| Q3 25 | $371.4M | $244.1M | ||
| Q2 25 | $358.4M | $-115.3M | ||
| Q1 25 | $351.8M | $186.5M | ||
| Q4 24 | $387.3M | $229.8M | ||
| Q3 24 | $340.2M | $221.6M | ||
| Q2 24 | $337.7M | $185.0M | ||
| Q1 24 | $310.9M | $202.2M |
毛利率AMEIR
| Q4 25 | 36.0% | 42.6% | ||
| Q3 25 | 36.3% | 43.7% | ||
| Q2 25 | 35.8% | 43.7% | ||
| Q1 25 | 36.1% | 44.6% | ||
| Q4 24 | 36.6% | 42.9% | ||
| Q3 24 | 36.0% | 43.8% | ||
| Q2 24 | 36.0% | 43.9% | ||
| Q1 24 | 34.1% | 44.7% |
营业利润率AMEIR
| Q4 25 | 25.3% | 18.7% | ||
| Q3 25 | 25.8% | 19.2% | ||
| Q2 25 | 26.0% | 4.0% | ||
| Q1 25 | 26.3% | 17.6% | ||
| Q4 24 | 26.6% | 20.0% | ||
| Q3 24 | 26.1% | 19.1% | ||
| Q2 24 | 25.8% | 15.1% | ||
| Q1 24 | 24.0% | 17.6% |
净利率AMEIR
| Q4 25 | 19.9% | 12.7% | ||
| Q3 25 | 19.6% | 12.5% | ||
| Q2 25 | 20.2% | -6.1% | ||
| Q1 25 | 20.3% | 10.9% | ||
| Q4 24 | 22.0% | 12.1% | ||
| Q3 24 | 19.9% | 11.9% | ||
| Q2 24 | 19.5% | 10.2% | ||
| Q1 24 | 17.9% | 12.1% |
每股收益（稀释后）AMEIR
| Q4 25 | $1.73 | $0.67 | ||
| Q3 25 | $1.60 | $0.61 | ||
| Q2 25 | $1.55 | $-0.29 | ||
| Q1 25 | $1.52 | $0.46 | ||
| Q4 24 | $1.67 | $0.57 | ||
| Q3 24 | $1.47 | $0.54 | ||
| Q2 24 | $1.45 | $0.45 | ||
| Q1 24 | $1.34 | $0.50 |
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 | $1.2B |
| 总债务越低越好 | $2.3B | $4.8B |
| 股东权益账面价值 | $10.6B | $10.1B |
| 总资产 | $16.1B | $18.3B |
| 负债/权益比越低杠杆越低 | 0.21× | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资AMEIR
| Q4 25 | $458.0M | $1.2B | ||
| Q3 25 | $439.2M | $1.2B | ||
| Q2 25 | $619.7M | $1.3B | ||
| Q1 25 | $399.0M | $1.6B | ||
| Q4 24 | $374.0M | $1.5B | ||
| Q3 24 | $396.3M | $1.4B | ||
| Q2 24 | $396.6M | $1.1B | ||
| Q1 24 | $373.8M | $1.5B |
总债务AMEIR
| Q4 25 | $2.3B | $4.8B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $4.8B | ||
| Q1 25 | — | $4.8B | ||
| Q4 24 | $2.1B | $4.8B | ||
| Q3 24 | — | $4.8B | ||
| Q2 24 | — | $4.8B | ||
| Q1 24 | — | $2.7B |
股东权益AMEIR
| Q4 25 | $10.6B | $10.1B | ||
| Q3 25 | $10.5B | $10.1B | ||
| Q2 25 | $10.4B | $10.1B | ||
| Q1 25 | $10.0B | $10.5B | ||
| Q4 24 | $9.7B | $10.2B | ||
| Q3 24 | $9.6B | $10.3B | ||
| Q2 24 | $9.3B | $10.0B | ||
| Q1 24 | $9.0B | $9.9B |
总资产AMEIR
| Q4 25 | $16.1B | $18.3B | ||
| Q3 25 | $16.2B | $18.2B | ||
| Q2 25 | $15.3B | $18.1B | ||
| Q1 25 | $14.9B | $18.4B | ||
| Q4 24 | $14.6B | $18.0B | ||
| Q3 24 | $14.8B | $18.2B | ||
| Q2 24 | $14.8B | $17.8B | ||
| Q1 24 | $14.9B | $15.5B |
负债/权益比AMEIR
| Q4 25 | 0.21× | 0.47× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | 0.22× | 0.47× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.48× | ||
| Q1 24 | — | 0.27× |
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 | $499.0M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $461.5M |
| 自由现金流率自由现金流/营收 | 26.4% | 22.1% |
| 资本支出强度资本支出/营收 | 2.9% | 1.8% |
| 现金转化率经营现金流/净利润 | 1.47× | 1.88× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $1.2B |
8季度趋势，按日历期对齐
经营现金流AMEIR
| Q4 25 | $584.3M | $499.0M | ||
| Q3 25 | $440.9M | $354.6M | ||
| Q2 25 | $359.1M | $245.7M | ||
| Q1 25 | $417.5M | $256.4M | ||
| Q4 24 | $550.0M | $526.2M | ||
| Q3 24 | $487.2M | $404.0M | ||
| Q2 24 | $381.4M | $304.9M | ||
| Q1 24 | $410.2M | $161.6M |
自由现金流AMEIR
| Q4 25 | $527.3M | $461.5M | ||
| Q3 25 | $420.0M | $325.5M | ||
| Q2 25 | $329.8M | $210.4M | ||
| Q1 25 | $394.5M | $222.7M | ||
| Q4 24 | $498.3M | $490.9M | ||
| Q3 24 | $460.9M | $374.3M | ||
| Q2 24 | $360.0M | $283.1M | ||
| Q1 24 | $382.6M | $99.3M |
自由现金流率AMEIR
| Q4 25 | 26.4% | 22.1% | ||
| Q3 25 | 22.2% | 16.6% | ||
| Q2 25 | 18.5% | 11.1% | ||
| Q1 25 | 22.8% | 13.0% | ||
| Q4 24 | 28.3% | 25.9% | ||
| Q3 24 | 27.0% | 20.1% | ||
| Q2 24 | 20.8% | 15.7% | ||
| Q1 24 | 22.0% | 5.9% |
资本支出强度AMEIR
| Q4 25 | 2.9% | 1.8% | ||
| Q3 25 | 1.1% | 1.5% | ||
| Q2 25 | 1.6% | 1.9% | ||
| Q1 25 | 1.3% | 2.0% | ||
| Q4 24 | 2.9% | 1.9% | ||
| Q3 24 | 1.5% | 1.6% | ||
| Q2 24 | 1.2% | 1.2% | ||
| Q1 24 | 1.6% | 3.7% |
现金转化率AMEIR
| Q4 25 | 1.47× | 1.88× | ||
| Q3 25 | 1.19× | 1.45× | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 1.19× | 1.37× | ||
| Q4 24 | 1.42× | 2.29× | ||
| Q3 24 | 1.43× | 1.82× | ||
| Q2 24 | 1.13× | 1.65× | ||
| Q1 24 | 1.32× | 0.80× |
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% |
IR
| Transferred At Point In Time | $1.5B | 71% |
| Transferred Over Time | $193.0M | 9% |
| Precision And Science Technologies Segment | $183.1M | 9% |
| Acquisitions In2024 | $175.6M | 8% |
| Acquisitions In2025 | $70.8M | 3% |
