vs
Ametek(AME)与LINDSAY CORP(LNN)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LINDSAY CORP的13.3倍($2.0B vs $150.7M)。Ametek净利率更高(19.9% vs 11.0%,领先9.0%)。Ametek同比增速更快(13.4% vs -6.1%)。Ametek自由现金流更多($527.3M vs $-15.1M)。过去两年Ametek的营收复合增速更高(7.3% vs 1.3%)
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。
林赛公司总部位于美国内布拉斯加州奥马哈市,原名林赛制造公司,核心产品为旗下Zimmatic品牌中心枢轴灌溉系统,此外还生产农业机械、工程机械,以及公路与铁路基础设施设备。
AME vs LNN — 直观对比
营收规模更大
AME
是对方的13.3倍
$150.7M
营收增速更快
AME
高出19.6%
-6.1%
净利率更高
AME
高出9.0%
11.0%
自由现金流更多
AME
多$542.3M
$-15.1M
两年增速更快
AME
近两年复合增速
1.3%
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $150.7M |
| 净利润 | $398.6M | $16.5M |
| 毛利率 | 36.0% | 33.3% |
| 营业利润率 | 25.3% | 13.0% |
| 净利率 | 19.9% | 11.0% |
| 营收同比 | 13.4% | -6.1% |
| 净利润同比 | 2.9% | -3.7% |
| 每股收益(稀释后) | $1.73 | $1.54 |
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
AME
LNN
| Q4 25 | $2.0B | $150.7M | ||
| Q3 25 | $1.9B | $149.0M | ||
| Q2 25 | $1.8B | $165.7M | ||
| Q1 25 | $1.7B | $183.8M | ||
| Q4 24 | $1.8B | $160.5M | ||
| Q3 24 | $1.7B | $149.4M | ||
| Q2 24 | $1.7B | $133.7M | ||
| Q1 24 | $1.7B | $146.8M |
净利润
AME
LNN
| Q4 25 | $398.6M | $16.5M | ||
| Q3 25 | $371.4M | $10.8M | ||
| Q2 25 | $358.4M | $19.5M | ||
| Q1 25 | $351.8M | $26.6M | ||
| Q4 24 | $387.3M | $17.2M | ||
| Q3 24 | $340.2M | $12.7M | ||
| Q2 24 | $337.7M | $20.4M | ||
| Q1 24 | $310.9M | $18.1M |
毛利率
AME
LNN
| Q4 25 | 36.0% | 33.3% | ||
| Q3 25 | 36.3% | 30.0% | ||
| Q2 25 | 35.8% | 32.4% | ||
| Q1 25 | 36.1% | 34.0% | ||
| Q4 24 | 36.6% | 31.1% | ||
| Q3 24 | 36.0% | 30.6% | ||
| Q2 24 | 36.0% | 34.8% | ||
| Q1 24 | 34.1% | 33.3% |
营业利润率
AME
LNN
| Q4 25 | 25.3% | 13.0% | ||
| Q3 25 | 25.8% | 7.6% | ||
| Q2 25 | 26.0% | 14.4% | ||
| Q1 25 | 26.3% | 17.5% | ||
| Q4 24 | 26.6% | 13.0% | ||
| Q3 24 | 26.1% | 9.0% | ||
| Q2 24 | 25.8% | 14.9% | ||
| Q1 24 | 24.0% | 15.1% |
净利率
AME
LNN
| Q4 25 | 19.9% | 11.0% | ||
| Q3 25 | 19.6% | 7.3% | ||
| Q2 25 | 20.2% | 11.8% | ||
| Q1 25 | 20.3% | 14.5% | ||
| Q4 24 | 22.0% | 10.7% | ||
| Q3 24 | 19.9% | 8.5% | ||
| Q2 24 | 19.5% | 15.2% | ||
| Q1 24 | 17.9% | 12.3% |
每股收益(稀释后)
AME
LNN
| Q4 25 | $1.73 | $1.54 | ||
| Q3 25 | $1.60 | $0.99 | ||
| Q2 25 | $1.55 | $1.78 | ||
| Q1 25 | $1.52 | $2.44 | ||
| Q4 24 | $1.67 | $1.57 | ||
| Q3 24 | $1.47 | $1.16 | ||
| Q2 24 | $1.45 | $1.85 | ||
| Q1 24 | $1.34 | $1.64 |
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 | $199.6M |
| 总债务越低越好 | $2.3B | $115.2M |
| 股东权益账面价值 | $10.6B | $518.2M |
| 总资产 | $16.1B | $828.4M |
| 负债/权益比越低杠杆越低 | 0.21× | 0.22× |
8季度趋势,按日历期对齐
现金及短期投资
AME
LNN
| Q4 25 | $458.0M | $199.6M | ||
| Q3 25 | $439.2M | $250.6M | ||
| Q2 25 | $619.7M | $210.8M | ||
| Q1 25 | $399.0M | $186.7M | ||
| Q4 24 | $374.0M | $194.1M | ||
| Q3 24 | $396.3M | $190.9M | ||
| Q2 24 | $396.6M | $152.7M | ||
| Q1 24 | $373.8M | $150.6M |
总债务
AME
LNN
| Q4 25 | $2.3B | $115.2M | ||
| Q3 25 | — | $115.3M | ||
| Q2 25 | — | $115.3M | ||
| Q1 25 | — | $115.4M | ||
| Q4 24 | $2.1B | $115.4M | ||
| Q3 24 | — | $115.5M | ||
| Q2 24 | — | $115.5M | ||
| Q1 24 | — | $115.6M |
股东权益
AME
LNN
| Q4 25 | $10.6B | $518.2M | ||
| Q3 25 | $10.5B | $532.9M | ||
| Q2 25 | $10.4B | $528.8M | ||
| Q1 25 | $10.0B | $516.4M | ||
| Q4 24 | $9.7B | $488.5M | ||
| Q3 24 | $9.6B | $480.9M | ||
| Q2 24 | $9.3B | $480.0M | ||
| Q1 24 | $9.0B | $483.0M |
总资产
AME
LNN
| Q4 25 | $16.1B | $828.4M | ||
| Q3 25 | $16.2B | $840.8M | ||
| Q2 25 | $15.3B | $840.9M | ||
| Q1 25 | $14.9B | $814.2M | ||
| Q4 24 | $14.6B | $771.0M | ||
| Q3 24 | $14.8B | $760.2M | ||
| Q2 24 | $14.8B | $758.1M | ||
| Q1 24 | $14.9B | $765.3M |
负债/权益比
AME
LNN
| Q4 25 | 0.21× | 0.22× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | 0.22× | 0.24× | ||
| Q3 24 | — | 0.24× | ||
| Q2 24 | — | 0.24× | ||
| Q1 24 | — | 0.24× |
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 | $-597.0K |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $-15.1M |
| 自由现金流率自由现金流/营收 | 26.4% | -10.0% |
| 资本支出强度资本支出/营收 | 2.9% | 9.6% |
| 现金转化率经营现金流/净利润 | 1.47× | -0.04× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $62.9M |
8季度趋势,按日历期对齐
经营现金流
AME
LNN
| Q4 25 | $584.3M | $-597.0K | ||
| Q3 25 | $440.9M | $64.0M | ||
| Q2 25 | $359.1M | $35.0M | ||
| Q1 25 | $417.5M | $12.3M | ||
| Q4 24 | $550.0M | $21.6M | ||
| Q3 24 | $487.2M | $53.1M | ||
| Q2 24 | $381.4M | $30.5M | ||
| Q1 24 | $410.2M | $-9.7M |
自由现金流
AME
LNN
| Q4 25 | $527.3M | $-15.1M | ||
| Q3 25 | $420.0M | $49.8M | ||
| Q2 25 | $329.8M | $25.7M | ||
| Q1 25 | $394.5M | $2.5M | ||
| Q4 24 | $498.3M | $12.5M | ||
| Q3 24 | $460.9M | $47.7M | ||
| Q2 24 | $360.0M | $25.8M | ||
| Q1 24 | $382.6M | $-21.6M |
自由现金流率
AME
LNN
| Q4 25 | 26.4% | -10.0% | ||
| Q3 25 | 22.2% | 33.4% | ||
| Q2 25 | 18.5% | 15.5% | ||
| Q1 25 | 22.8% | 1.4% | ||
| Q4 24 | 28.3% | 7.8% | ||
| Q3 24 | 27.0% | 31.9% | ||
| Q2 24 | 20.8% | 19.3% | ||
| Q1 24 | 22.0% | -14.7% |
资本支出强度
AME
LNN
| Q4 25 | 2.9% | 9.6% | ||
| Q3 25 | 1.1% | 9.6% | ||
| Q2 25 | 1.6% | 5.6% | ||
| Q1 25 | 1.3% | 5.3% | ||
| Q4 24 | 2.9% | 5.7% | ||
| Q3 24 | 1.5% | 3.6% | ||
| Q2 24 | 1.2% | 3.6% | ||
| Q1 24 | 1.6% | 8.1% |
现金转化率
AME
LNN
| Q4 25 | 1.47× | -0.04× | ||
| Q3 25 | 1.19× | 5.92× | ||
| Q2 25 | 1.00× | 1.79× | ||
| Q1 25 | 1.19× | 0.46× | ||
| Q4 24 | 1.42× | 1.26× | ||
| Q3 24 | 1.43× | 4.17× | ||
| Q2 24 | 1.13× | 1.50× | ||
| Q1 24 | 1.32× | -0.54× |
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% |
LNN
| Transferred At Point In Time | $133.2M | 88% |
| Infrastructure | $13.4M | 9% |
| Transferred Over Time | $8.0M | 5% |