vs
Ametek（AME）与JBT Marel Corp（JBTM）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JBT Marel Corp的2.0倍（$2.0B vs $1.0B）。Ametek净利率更高（19.9% vs 5.3%，领先14.7%）。JBT Marel Corp同比增速更快（115.6% vs 13.4%）。Ametek自由现金流更多（$527.3M vs $83.5M）。过去两年JBT Marel Corp的营收复合增速更高（60.3% 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。
JBT Marel Corp（原称JBT公司、约翰宾技术公司）是主营食品加工机械及自动化车辆的企业，2008年由FMC技术公司拆分非能源业务独立注册成立，总部位于美国伊利诺伊州芝加哥，发展历史可追溯至1884年加州洛斯加托斯果园主约翰·宾创办的企业。
AME vs JBTM — 直观对比
营收规模更大
AME
是对方的2.0倍
$1.0B
营收增速更快
JBTM
高出102.1%
13.4%
净利率更高
AME
高出14.7%
5.3%
自由现金流更多
AME
多$443.8M
$83.5M
两年增速更快
JBTM
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.0B |
| 净利润 | $398.6M | $53.1M |
| 毛利率 | 36.0% | 34.5% |
| 营业利润率 | 25.3% | 7.2% |
| 净利率 | 19.9% | 5.3% |
| 营收同比 | 13.4% | 115.6% |
| 净利润同比 | 2.9% | 858.6% |
| 每股收益（稀释后） | $1.73 | $1.04 |
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AMEJBTM
| Q4 25 | $2.0B | $1.0B | ||
| Q3 25 | $1.9B | $1.0B | ||
| Q2 25 | $1.8B | $934.8M | ||
| Q1 25 | $1.7B | $854.1M | ||
| Q4 24 | $1.8B | $467.6M | ||
| Q3 24 | $1.7B | $453.8M | ||
| Q2 24 | $1.7B | $402.3M | ||
| Q1 24 | $1.7B | $392.3M |
净利润AMEJBTM
| Q4 25 | $398.6M | $53.1M | ||
| Q3 25 | $371.4M | $66.0M | ||
| Q2 25 | $358.4M | $3.4M | ||
| Q1 25 | $351.8M | $-173.0M | ||
| Q4 24 | $387.3M | $-7.0M | ||
| Q3 24 | $340.2M | $38.9M | ||
| Q2 24 | $337.7M | $30.7M | ||
| Q1 24 | $310.9M | $22.8M |
毛利率AMEJBTM
| Q4 25 | 36.0% | 34.5% | ||
| Q3 25 | 36.3% | 35.9% | ||
| Q2 25 | 35.8% | 35.8% | ||
| Q1 25 | 36.1% | 34.2% | ||
| Q4 24 | 36.6% | 38.4% | ||
| Q3 24 | 36.0% | 36.1% | ||
| Q2 24 | 36.0% | 35.6% | ||
| Q1 24 | 34.1% | 35.8% |
营业利润率AMEJBTM
| Q4 25 | 25.3% | 7.2% | ||
| Q3 25 | 25.8% | 10.2% | ||
| Q2 25 | 26.0% | 5.2% | ||
| Q1 25 | 26.3% | -3.9% | ||
| Q4 24 | 26.6% | 3.4% | ||
| Q3 24 | 26.1% | 10.3% | ||
| Q2 24 | 25.8% | 6.7% | ||
| Q1 24 | 24.0% | 7.4% |
净利率AMEJBTM
| Q4 25 | 19.9% | 5.3% | ||
| Q3 25 | 19.6% | 6.6% | ||
| Q2 25 | 20.2% | 0.4% | ||
| Q1 25 | 20.3% | -20.3% | ||
| Q4 24 | 22.0% | -1.5% | ||
| Q3 24 | 19.9% | 8.6% | ||
| Q2 24 | 19.5% | 7.6% | ||
| Q1 24 | 17.9% | 5.8% |
每股收益（稀释后）AMEJBTM
| Q4 25 | $1.73 | $1.04 | ||
| Q3 25 | $1.60 | $1.26 | ||
| Q2 25 | $1.55 | $0.07 | ||
| Q1 25 | $1.52 | $-3.35 | ||
| Q4 24 | $1.67 | $-0.22 | ||
| Q3 24 | $1.47 | $1.21 | ||
| Q2 24 | $1.45 | $0.95 | ||
| Q1 24 | $1.34 | $0.71 |
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 | $167.9M |
| 总债务越低越好 | $2.3B | $1.5B |
| 股东权益账面价值 | $10.6B | $4.5B |
| 总资产 | $16.1B | $8.2B |
| 负债/权益比越低杠杆越低 | 0.21× | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资AMEJBTM
| Q4 25 | $458.0M | $167.9M | ||
| Q3 25 | $439.2M | — | ||
| Q2 25 | $619.7M | — | ||
| Q1 25 | $399.0M | — | ||
| Q4 24 | $374.0M | $1.2B | ||
| Q3 24 | $396.3M | — | ||
| Q2 24 | $396.6M | — | ||
| Q1 24 | $373.8M | — |
总债务AMEJBTM
| Q4 25 | $2.3B | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $2.1B | $1.3B | ||
| Q3 24 | — | $648.3M | ||
| Q2 24 | — | $647.7M | ||
| Q1 24 | — | $647.0M |
股东权益AMEJBTM
| Q4 25 | $10.6B | $4.5B | ||
| Q3 25 | $10.5B | $4.4B | ||
| Q2 25 | $10.4B | $4.4B | ||
| Q1 25 | $10.0B | $4.1B | ||
| Q4 24 | $9.7B | $1.5B | ||
| Q3 24 | $9.6B | $1.6B | ||
| Q2 24 | $9.3B | $1.5B | ||
| Q1 24 | $9.0B | $1.5B |
总资产AMEJBTM
| Q4 25 | $16.1B | $8.2B | ||
| Q3 25 | $16.2B | $8.2B | ||
| Q2 25 | $15.3B | $8.3B | ||
| Q1 25 | $14.9B | $8.0B | ||
| Q4 24 | $14.6B | $3.4B | ||
| Q3 24 | $14.8B | $2.8B | ||
| Q2 24 | $14.8B | $2.7B | ||
| Q1 24 | $14.9B | $2.7B |
负债/权益比AMEJBTM
| Q4 25 | 0.21× | 0.33× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | 0.22× | 0.81× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.43× | ||
| Q1 24 | — | 0.43× |
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 | $117.4M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $83.5M |
| 自由现金流率自由现金流/营收 | 26.4% | 8.3% |
| 资本支出强度资本支出/营收 | 2.9% | 3.4% |
| 现金转化率经营现金流/净利润 | 1.47× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $238.1M |
8季度趋势，按日历期对齐
经营现金流AMEJBTM
| Q4 25 | $584.3M | $117.4M | ||
| Q3 25 | $440.9M | $87.7M | ||
| Q2 25 | $359.1M | $102.2M | ||
| Q1 25 | $417.5M | $34.4M | ||
| Q4 24 | $550.0M | $128.7M | ||
| Q3 24 | $487.2M | $71.9M | ||
| Q2 24 | $381.4M | $21.6M | ||
| Q1 24 | $410.2M | $10.4M |
自由现金流AMEJBTM
| Q4 25 | $527.3M | $83.5M | ||
| Q3 25 | $420.0M | $56.5M | ||
| Q2 25 | $329.8M | $83.7M | ||
| Q1 25 | $394.5M | $14.4M | ||
| Q4 24 | $498.3M | $118.7M | ||
| Q3 24 | $460.9M | $65.0M | ||
| Q2 24 | $360.0M | $11.1M | ||
| Q1 24 | $382.6M | $-100.0K |
自由现金流率AMEJBTM
| Q4 25 | 26.4% | 8.3% | ||
| Q3 25 | 22.2% | 5.6% | ||
| Q2 25 | 18.5% | 9.0% | ||
| Q1 25 | 22.8% | 1.7% | ||
| Q4 24 | 28.3% | 25.4% | ||
| Q3 24 | 27.0% | 14.3% | ||
| Q2 24 | 20.8% | 2.8% | ||
| Q1 24 | 22.0% | -0.0% |
资本支出强度AMEJBTM
| Q4 25 | 2.9% | 3.4% | ||
| Q3 25 | 1.1% | 3.1% | ||
| Q2 25 | 1.6% | 2.0% | ||
| Q1 25 | 1.3% | 2.3% | ||
| Q4 24 | 2.9% | 2.1% | ||
| Q3 24 | 1.5% | 1.5% | ||
| Q2 24 | 1.2% | 2.6% | ||
| Q1 24 | 1.6% | 2.7% |
现金转化率AMEJBTM
| Q4 25 | 1.47× | 2.21× | ||
| Q3 25 | 1.19× | 1.33× | ||
| Q2 25 | 1.00× | 30.06× | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.42× | — | ||
| Q3 24 | 1.43× | 1.85× | ||
| Q2 24 | 1.13× | 0.70× | ||
| Q1 24 | 1.32× | 0.46× |
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% |
JBTM
暂无分部数据
