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Ametek（AME）与骏利亨德森（JBI）财务数据对比。点击上方公司名可切换其他公司
Ametek的季度营收约是骏利亨德森的9.1倍（$2.0B vs $219.3M）。Ametek净利率更高（19.9% vs 6.9%，领先13.0%）。Ametek同比增速更快（13.4% vs -4.7%）。Ametek自由现金流更多（$527.3M vs $8.3M）。过去两年Ametek的营收复合增速更高（7.3% vs -8.8%）
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。
骏利亨德森是一家英美合资的全球资产管理集团，总部位于英国伦敦市。旗下以骏利亨德森投资者为品牌，面向全球个人投资者、中介顾问及机构投资者提供丰富多样的金融产品。
AME vs JBI — 直观对比
营收规模更大
AME
是对方的9.1倍
$219.3M
营收增速更快
AME
高出18.1%
-4.7%
净利率更高
AME
高出13.0%
6.9%
自由现金流更多
AME
多$519.0M
$8.3M
两年增速更快
AME
近两年复合增速
-8.8%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $219.3M |
| 净利润 | $398.6M | $15.2M |
| 毛利率 | 36.0% | 39.1% |
| 营业利润率 | 25.3% | 13.4% |
| 净利率 | 19.9% | 6.9% |
| 营收同比 | 13.4% | -4.7% |
| 净利润同比 | 2.9% | 28.8% |
| 每股收益（稀释后） | $1.73 | $0.11 |
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AMEJBI
| Q4 25 | $2.0B | — | ||
| Q3 25 | $1.9B | $219.3M | ||
| Q2 25 | $1.8B | $228.1M | ||
| Q1 25 | $1.7B | $210.5M | ||
| Q4 24 | $1.8B | $230.8M | ||
| Q3 24 | $1.7B | $230.1M | ||
| Q2 24 | $1.7B | $248.4M | ||
| Q1 24 | $1.7B | $254.5M |
净利润AMEJBI
| Q4 25 | $398.6M | — | ||
| Q3 25 | $371.4M | $15.2M | ||
| Q2 25 | $358.4M | $20.7M | ||
| Q1 25 | $351.8M | $10.8M | ||
| Q4 24 | $387.3M | $300.0K | ||
| Q3 24 | $340.2M | $11.8M | ||
| Q2 24 | $337.7M | $27.6M | ||
| Q1 24 | $310.9M | $30.7M |
毛利率AMEJBI
| Q4 25 | 36.0% | — | ||
| Q3 25 | 36.3% | 39.1% | ||
| Q2 25 | 35.8% | 40.9% | ||
| Q1 25 | 36.1% | 38.9% | ||
| Q4 24 | 36.6% | 37.8% | ||
| Q3 24 | 36.0% | 39.6% | ||
| Q2 24 | 36.0% | 43.9% | ||
| Q1 24 | 34.1% | 43.4% |
营业利润率AMEJBI
| Q4 25 | 25.3% | — | ||
| Q3 25 | 25.8% | 13.4% | ||
| Q2 25 | 26.0% | 15.8% | ||
| Q1 25 | 26.3% | 12.0% | ||
| Q4 24 | 26.6% | 5.5% | ||
| Q3 24 | 26.1% | 11.6% | ||
| Q2 24 | 25.8% | 20.8% | ||
| Q1 24 | 24.0% | 21.8% |
净利率AMEJBI
| Q4 25 | 19.9% | — | ||
| Q3 25 | 19.6% | 6.9% | ||
| Q2 25 | 20.2% | 9.1% | ||
| Q1 25 | 20.3% | 5.1% | ||
| Q4 24 | 22.0% | 0.1% | ||
| Q3 24 | 19.9% | 5.1% | ||
| Q2 24 | 19.5% | 11.1% | ||
| Q1 24 | 17.9% | 12.1% |
每股收益（稀释后）AMEJBI
| Q4 25 | $1.73 | — | ||
| Q3 25 | $1.60 | $0.11 | ||
| Q2 25 | $1.55 | $0.15 | ||
| Q1 25 | $1.52 | $0.08 | ||
| Q4 24 | $1.67 | $0.01 | ||
| Q3 24 | $1.47 | $0.08 | ||
| Q2 24 | $1.45 | $0.19 | ||
| Q1 24 | $1.34 | $0.21 |
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 | — |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $10.6B | $560.8M |
| 总资产 | $16.1B | $1.3B |
| 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AMEJBI
| Q4 25 | $458.0M | — | ||
| Q3 25 | $439.2M | — | ||
| Q2 25 | $619.7M | — | ||
| Q1 25 | $399.0M | — | ||
| Q4 24 | $374.0M | — | ||
| Q3 24 | $396.3M | $102.1M | ||
| Q2 24 | $396.6M | $110.1M | ||
| Q1 24 | $373.8M | — |
总债务AMEJBI
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMEJBI
| Q4 25 | $10.6B | — | ||
| Q3 25 | $10.5B | $560.8M | ||
| Q2 25 | $10.4B | $543.8M | ||
| Q1 25 | $10.0B | $526.8M | ||
| Q4 24 | $9.7B | $518.8M | ||
| Q3 24 | $9.6B | $526.6M | ||
| Q2 24 | $9.3B | $556.3M | ||
| Q1 24 | $9.0B | $535.4M |
总资产AMEJBI
| Q4 25 | $16.1B | — | ||
| Q3 25 | $16.2B | $1.3B | ||
| Q2 25 | $15.3B | $1.3B | ||
| Q1 25 | $14.9B | $1.3B | ||
| Q4 24 | $14.6B | $1.3B | ||
| Q3 24 | $14.8B | $1.3B | ||
| Q2 24 | $14.8B | $1.3B | ||
| Q1 24 | $14.9B | $1.4B |
负债/权益比AMEJBI
| 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 | $15.0M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $8.3M |
| 自由现金流率自由现金流/营收 | 26.4% | 3.8% |
| 资本支出强度资本支出/营收 | 2.9% | 3.1% |
| 现金转化率经营现金流/净利润 | 1.47× | 0.99× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $140.1M |
8季度趋势，按日历期对齐
经营现金流AMEJBI
| Q4 25 | $584.3M | — | ||
| Q3 25 | $440.9M | $15.0M | ||
| Q2 25 | $359.1M | $51.4M | ||
| Q1 25 | $417.5M | $48.3M | ||
| Q4 24 | $550.0M | $51.4M | ||
| Q3 24 | $487.2M | $43.0M | ||
| Q2 24 | $381.4M | $31.0M | ||
| Q1 24 | $410.2M | $28.6M |
自由现金流AMEJBI
| Q4 25 | $527.3M | — | ||
| Q3 25 | $420.0M | $8.3M | ||
| Q2 25 | $329.8M | $44.6M | ||
| Q1 25 | $394.5M | $41.9M | ||
| Q4 24 | $498.3M | $45.3M | ||
| Q3 24 | $460.9M | $39.3M | ||
| Q2 24 | $360.0M | $25.3M | ||
| Q1 24 | $382.6M | $24.0M |
自由现金流率AMEJBI
| Q4 25 | 26.4% | — | ||
| Q3 25 | 22.2% | 3.8% | ||
| Q2 25 | 18.5% | 19.6% | ||
| Q1 25 | 22.8% | 19.9% | ||
| Q4 24 | 28.3% | 19.6% | ||
| Q3 24 | 27.0% | 17.1% | ||
| Q2 24 | 20.8% | 10.2% | ||
| Q1 24 | 22.0% | 9.4% |
资本支出强度AMEJBI
| Q4 25 | 2.9% | — | ||
| Q3 25 | 1.1% | 3.1% | ||
| Q2 25 | 1.6% | 3.0% | ||
| Q1 25 | 1.3% | 3.0% | ||
| Q4 24 | 2.9% | 2.6% | ||
| Q3 24 | 1.5% | 1.6% | ||
| Q2 24 | 1.2% | 2.3% | ||
| Q1 24 | 1.6% | 1.8% |
现金转化率AMEJBI
| Q4 25 | 1.47× | — | ||
| Q3 25 | 1.19× | 0.99× | ||
| Q2 25 | 1.00× | 2.48× | ||
| Q1 25 | 1.19× | 4.47× | ||
| Q4 24 | 1.42× | 171.33× | ||
| Q3 24 | 1.43× | 3.64× | ||
| Q2 24 | 1.13× | 1.12× | ||
| Q1 24 | 1.32× | 0.93× |
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% |
JBI
| Self Storage New Construction | $72.3M | 33% |
| Commercial And Others | $65.5M | 30% |
| Self Storage R3 | $54.0M | 25% |
| Transferred At Point In Time | $15.5M | 7% |
| Transferred Over Time | $12.8M | 6% |
