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Ametek（AME）与光辉国际（KFY）财务数据对比。点击上方公司名可切换其他公司
Ametek的季度营收约是光辉国际的2.7倍（$2.0B vs $729.8M）。Ametek净利率更高（19.9% vs 9.9%，领先10.0%）。Ametek同比增速更快（13.4% vs 7.0%）。Ametek自由现金流更多（$527.3M vs $100.7M）。过去两年Ametek的营收复合增速更高（7.3% vs 3.8%）
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。
光辉国际是一家总部位于美国加利福尼亚州洛杉矶的管理咨询企业，成立于1969年。截至2019年，公司在全球53个国家设有111个办事处，员工总数达8198名，旗下设有咨询、数字化、高管寻访、招聘流程外包及专业人才寻访四大业务板块，为全球客户提供全方位的人力资源及管理解决方案。
AME vs KFY — 直观对比
营收规模更大
AME
是对方的2.7倍
$729.8M
营收增速更快
AME
高出6.4%
7.0%
净利率更高
AME
高出10.0%
9.9%
自由现金流更多
AME
多$426.6M
$100.7M
两年增速更快
AME
近两年复合增速
3.8%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $729.8M |
| 净利润 | $398.6M | $72.4M |
| 毛利率 | 36.0% | — |
| 营业利润率 | 25.3% | 13.5% |
| 净利率 | 19.9% | 9.9% |
| 营收同比 | 13.4% | 7.0% |
| 净利润同比 | 2.9% | 19.1% |
| 每股收益（稀释后） | $1.73 | $1.36 |
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AMEKFY
| Q4 25 | $2.0B | $729.8M | ||
| Q3 25 | $1.9B | $715.5M | ||
| Q2 25 | $1.8B | $719.8M | ||
| Q1 25 | $1.7B | $676.5M | ||
| Q4 24 | $1.8B | $682.0M | ||
| Q3 24 | $1.7B | $682.8M | ||
| Q2 24 | $1.7B | $699.9M | ||
| Q1 24 | $1.7B | $676.9M |
净利润AMEKFY
| Q4 25 | $398.6M | $72.4M | ||
| Q3 25 | $371.4M | $66.6M | ||
| Q2 25 | $358.4M | $64.2M | ||
| Q1 25 | $351.8M | $58.4M | ||
| Q4 24 | $387.3M | $60.8M | ||
| Q3 24 | $340.2M | $62.6M | ||
| Q2 24 | $337.7M | $65.2M | ||
| Q1 24 | $310.9M | $59.1M |
毛利率AMEKFY
| Q4 25 | 36.0% | — | ||
| Q3 25 | 36.3% | — | ||
| Q2 25 | 35.8% | — | ||
| Q1 25 | 36.1% | — | ||
| Q4 24 | 36.6% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 36.0% | — | ||
| Q1 24 | 34.1% | — |
营业利润率AMEKFY
| Q4 25 | 25.3% | 13.5% | ||
| Q3 25 | 25.8% | 11.7% | ||
| Q2 25 | 26.0% | 14.5% | ||
| Q1 25 | 26.3% | 11.6% | ||
| Q4 24 | 26.6% | 12.8% | ||
| Q3 24 | 26.1% | 11.1% | ||
| Q2 24 | 25.8% | 11.9% | ||
| Q1 24 | 24.0% | 7.4% |
净利率AMEKFY
| Q4 25 | 19.9% | 9.9% | ||
| Q3 25 | 19.6% | 9.3% | ||
| Q2 25 | 20.2% | 8.9% | ||
| Q1 25 | 20.3% | 8.6% | ||
| Q4 24 | 22.0% | 8.9% | ||
| Q3 24 | 19.9% | 9.2% | ||
| Q2 24 | 19.5% | 9.3% | ||
| Q1 24 | 17.9% | 8.7% |
每股收益（稀释后）AMEKFY
| Q4 25 | $1.73 | $1.36 | ||
| Q3 25 | $1.60 | $1.26 | ||
| Q2 25 | $1.55 | $1.19 | ||
| Q1 25 | $1.52 | $1.10 | ||
| Q4 24 | $1.67 | $1.14 | ||
| Q3 24 | $1.47 | $1.17 | ||
| Q2 24 | $1.45 | $1.25 | ||
| Q1 24 | $1.34 | $1.13 |
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 | $801.1M |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $10.6B | $1.9B |
| 总资产 | $16.1B | $3.7B |
| 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AMEKFY
| Q4 25 | $458.0M | $801.1M | ||
| Q3 25 | $439.2M | $721.1M | ||
| Q2 25 | $619.7M | $1.0B | ||
| Q1 25 | $399.0M | $820.0M | ||
| Q4 24 | $374.0M | $735.5M | ||
| Q3 24 | $396.3M | $674.0M | ||
| Q2 24 | $396.6M | $983.7M | ||
| Q1 24 | $373.8M | $782.5M |
总债务AMEKFY
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMEKFY
| Q4 25 | $10.6B | $1.9B | ||
| Q3 25 | $10.5B | $1.9B | ||
| Q2 25 | $10.4B | $1.9B | ||
| Q1 25 | $10.0B | $1.8B | ||
| Q4 24 | $9.7B | $1.8B | ||
| Q3 24 | $9.6B | $1.8B | ||
| Q2 24 | $9.3B | $1.7B | ||
| Q1 24 | $9.0B | $1.7B |
总资产AMEKFY
| Q4 25 | $16.1B | $3.7B | ||
| Q3 25 | $16.2B | $3.6B | ||
| Q2 25 | $15.3B | $3.9B | ||
| Q1 25 | $14.9B | $3.6B | ||
| Q4 24 | $14.6B | $3.5B | ||
| Q3 24 | $14.8B | $3.4B | ||
| Q2 24 | $14.8B | $3.7B | ||
| Q1 24 | $14.9B | $3.6B |
负债/权益比AMEKFY
| 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 | $121.4M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $100.7M |
| 自由现金流率自由现金流/营收 | 26.4% | 13.8% |
| 资本支出强度资本支出/营收 | 2.9% | 2.8% |
| 现金转化率经营现金流/净利润 | 1.47× | 1.68× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $272.6M |
8季度趋势，按日历期对齐
经营现金流AMEKFY
| Q4 25 | $584.3M | $121.4M | ||
| Q3 25 | $440.9M | $-237.4M | ||
| Q2 25 | $359.1M | $255.8M | ||
| Q1 25 | $417.5M | $213.7M | ||
| Q4 24 | $550.0M | $122.0M | ||
| Q3 24 | $487.2M | $-227.2M | ||
| Q2 24 | $381.4M | $261.9M | ||
| Q1 24 | $410.2M | $164.0M |
自由现金流AMEKFY
| Q4 25 | $527.3M | $100.7M | ||
| Q3 25 | $420.0M | $-260.0M | ||
| Q2 25 | $329.8M | $235.5M | ||
| Q1 25 | $394.5M | $196.4M | ||
| Q4 24 | $498.3M | $107.7M | ||
| Q3 24 | $460.9M | $-237.7M | ||
| Q2 24 | $360.0M | $250.0M | ||
| Q1 24 | $382.6M | $152.3M |
自由现金流率AMEKFY
| Q4 25 | 26.4% | 13.8% | ||
| Q3 25 | 22.2% | -36.3% | ||
| Q2 25 | 18.5% | 32.7% | ||
| Q1 25 | 22.8% | 29.0% | ||
| Q4 24 | 28.3% | 15.8% | ||
| Q3 24 | 27.0% | -34.8% | ||
| Q2 24 | 20.8% | 35.7% | ||
| Q1 24 | 22.0% | 22.5% |
资本支出强度AMEKFY
| Q4 25 | 2.9% | 2.8% | ||
| Q3 25 | 1.1% | 3.2% | ||
| Q2 25 | 1.6% | 2.8% | ||
| Q1 25 | 1.3% | 2.6% | ||
| Q4 24 | 2.9% | 2.1% | ||
| Q3 24 | 1.5% | 1.5% | ||
| Q2 24 | 1.2% | 1.7% | ||
| Q1 24 | 1.6% | 1.7% |
现金转化率AMEKFY
| Q4 25 | 1.47× | 1.68× | ||
| Q3 25 | 1.19× | -3.56× | ||
| Q2 25 | 1.00× | 3.98× | ||
| Q1 25 | 1.19× | 3.66× | ||
| Q4 24 | 1.42× | 2.01× | ||
| Q3 24 | 1.43× | -3.63× | ||
| Q2 24 | 1.13× | 4.02× | ||
| Q1 24 | 1.32× | 2.78× |
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% |
KFY
| Industrial | $234.0M | 32% |
| Technology Service | $104.5M | 14% |
| RPO | $92.3M | 13% |
| Digital | $91.2M | 13% |
| Consumer Goods | $85.0M | 12% |
| Executive Search EMEA | $52.2M | 7% |
| Education Non Profit And General | $43.2M | 6% |
| Executive Search Asia Pacific | $24.3M | 3% |
| Reimbursed Out Of Pocket Engagement Expenses | $8.1M | 1% |
