vs
Ametek(AME)与MasterCraft Boat Holdings, Inc.(MCFT)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MasterCraft Boat Holdings, Inc.的27.8倍($2.0B vs $71.8M)。Ametek净利率更高(19.9% vs 3.5%,领先16.4%)。Ametek同比增速更快(13.4% vs 13.2%)。Ametek自由现金流更多($527.3M vs $14.0M)。过去两年Ametek的营收复合增速更高(7.3% vs -7.6%)
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。
MasterCraft Boat Holdings是美国豪华高性能游艇制造商,1968年创立于田纳西州玛丽维尔,目前总部设于田纳西州沃诺尔。其生产的游艇主打滑水、尾波板、尾波冲浪等水上运动场景,在高端运动艇领域拥有较高知名度。
AME vs MCFT — 直观对比
营收规模更大
AME
是对方的27.8倍
$71.8M
营收增速更快
AME
高出0.2%
13.2%
净利率更高
AME
高出16.4%
3.5%
自由现金流更多
AME
多$513.3M
$14.0M
两年增速更快
AME
近两年复合增速
-7.6%
损益表 — Q4 2025 vs Q2 2026
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $71.8M |
| 净利润 | $398.6M | $2.5M |
| 毛利率 | 36.0% | 21.6% |
| 营业利润率 | 25.3% | 3.8% |
| 净利率 | 19.9% | 3.5% |
| 营收同比 | 13.4% | 13.2% |
| 净利润同比 | 2.9% | -8.0% |
| 每股收益(稀释后) | $1.73 | $0.16 |
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
MCFT
| Q4 25 | $2.0B | $71.8M | ||
| Q3 25 | $1.9B | $69.0M | ||
| Q2 25 | $1.8B | $79.5M | ||
| Q1 25 | $1.7B | $76.0M | ||
| Q4 24 | $1.8B | $63.4M | ||
| Q3 24 | $1.7B | $65.4M | ||
| Q2 24 | $1.7B | $94.3M | ||
| Q1 24 | $1.7B | $84.0M |
净利润
AME
MCFT
| Q4 25 | $398.6M | $2.5M | ||
| Q3 25 | $371.4M | $3.6M | ||
| Q2 25 | $358.4M | $5.7M | ||
| Q1 25 | $351.8M | $3.7M | ||
| Q4 24 | $387.3M | $2.7M | ||
| Q3 24 | $340.2M | $-5.1M | ||
| Q2 24 | $337.7M | $6.2M | ||
| Q1 24 | $310.9M | $3.8M |
毛利率
AME
MCFT
| Q4 25 | 36.0% | 21.6% | ||
| Q3 25 | 36.3% | 22.3% | ||
| Q2 25 | 35.8% | 23.2% | ||
| Q1 25 | 36.1% | 20.8% | ||
| Q4 24 | 36.6% | 17.2% | ||
| Q3 24 | 36.0% | 18.1% | ||
| Q2 24 | 36.0% | 23.8% | ||
| Q1 24 | 34.1% | 23.3% |
营业利润率
AME
MCFT
| Q4 25 | 25.3% | 3.8% | ||
| Q3 25 | 25.8% | 5.5% | ||
| Q2 25 | 26.0% | 7.5% | ||
| Q1 25 | 26.3% | 5.4% | ||
| Q4 24 | 26.6% | 0.3% | ||
| Q3 24 | 26.1% | 1.5% | ||
| Q2 24 | 25.8% | 11.2% | ||
| Q1 24 | 24.0% | 8.0% |
净利率
AME
MCFT
| Q4 25 | 19.9% | 3.5% | ||
| Q3 25 | 19.6% | 5.3% | ||
| Q2 25 | 20.2% | 7.2% | ||
| Q1 25 | 20.3% | 4.9% | ||
| Q4 24 | 22.0% | 4.3% | ||
| Q3 24 | 19.9% | -7.9% | ||
| Q2 24 | 19.5% | 6.6% | ||
| Q1 24 | 17.9% | 4.5% |
每股收益(稀释后)
AME
MCFT
| Q4 25 | $1.73 | $0.16 | ||
| Q3 25 | $1.60 | $0.22 | ||
| Q2 25 | $1.55 | $0.34 | ||
| Q1 25 | $1.52 | $0.23 | ||
| Q4 24 | $1.67 | $0.17 | ||
| Q3 24 | $1.47 | $-0.31 | ||
| Q2 24 | $1.45 | $0.38 | ||
| Q1 24 | $1.34 | $0.22 |
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 | $81.4M |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $10.6B | $189.1M |
| 总资产 | $16.1B | $259.7M |
| 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
AME
MCFT
| Q4 25 | $458.0M | $81.4M | ||
| Q3 25 | $439.2M | $67.3M | ||
| Q2 25 | $619.7M | $79.4M | ||
| Q1 25 | $399.0M | $66.5M | ||
| Q4 24 | $374.0M | $62.9M | ||
| Q3 24 | $396.3M | $14.2M | ||
| Q2 24 | $396.6M | $86.2M | ||
| Q1 24 | $373.8M | $22.5M |
总债务
AME
MCFT
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | $49.5M | ||
| Q2 24 | — | $49.3M | ||
| Q1 24 | — | $50.4M |
股东权益
AME
MCFT
| Q4 25 | $10.6B | $189.1M | ||
| Q3 25 | $10.5B | $185.5M | ||
| Q2 25 | $10.4B | $183.4M | ||
| Q1 25 | $10.0B | $182.1M | ||
| Q4 24 | $9.7B | $178.3M | ||
| Q3 24 | $9.6B | $175.4M | ||
| Q2 24 | $9.3B | $183.7M | ||
| Q1 24 | $9.0B | $196.9M |
总资产
AME
MCFT
| Q4 25 | $16.1B | $259.7M | ||
| Q3 25 | $16.2B | $259.3M | ||
| Q2 25 | $15.3B | $259.9M | ||
| Q1 25 | $14.9B | $261.9M | ||
| Q4 24 | $14.6B | $250.1M | ||
| Q3 24 | $14.8B | $309.1M | ||
| Q2 24 | $14.8B | $259.9M | ||
| Q1 24 | $14.9B | $340.9M |
负债/权益比
AME
MCFT
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | — | ||
| Q3 24 | — | 0.28× | ||
| Q2 24 | — | 0.27× | ||
| Q1 24 | — | 0.26× |
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 | $15.6M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $14.0M |
| 自由现金流率自由现金流/营收 | 26.4% | 19.5% |
| 资本支出强度资本支出/营收 | 2.9% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.47× | 6.17× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $26.2M |
8季度趋势,按日历期对齐
经营现金流
AME
MCFT
| Q4 25 | $584.3M | $15.6M | ||
| Q3 25 | $440.9M | $-6.8M | ||
| Q2 25 | $359.1M | $20.4M | ||
| Q1 25 | $417.5M | $6.3M | ||
| Q4 24 | $550.0M | $6.4M | ||
| Q3 24 | $487.2M | $2.4M | ||
| Q2 24 | $381.4M | — | ||
| Q1 24 | $410.2M | $3.6M |
自由现金流
AME
MCFT
| Q4 25 | $527.3M | $14.0M | ||
| Q3 25 | $420.0M | $-9.9M | ||
| Q2 25 | $329.8M | $17.9M | ||
| Q1 25 | $394.5M | $4.3M | ||
| Q4 24 | $498.3M | $4.0M | ||
| Q3 24 | $460.9M | $199.0K | ||
| Q2 24 | $360.0M | — | ||
| Q1 24 | $382.6M | $453.0K |
自由现金流率
AME
MCFT
| Q4 25 | 26.4% | 19.5% | ||
| Q3 25 | 22.2% | -14.4% | ||
| Q2 25 | 18.5% | 22.5% | ||
| Q1 25 | 22.8% | 5.7% | ||
| Q4 24 | 28.3% | 6.4% | ||
| Q3 24 | 27.0% | 0.3% | ||
| Q2 24 | 20.8% | — | ||
| Q1 24 | 22.0% | 0.5% |
资本支出强度
AME
MCFT
| Q4 25 | 2.9% | 2.3% | ||
| Q3 25 | 1.1% | 4.5% | ||
| Q2 25 | 1.6% | 3.3% | ||
| Q1 25 | 1.3% | 2.6% | ||
| Q4 24 | 2.9% | 3.8% | ||
| Q3 24 | 1.5% | 3.4% | ||
| Q2 24 | 1.2% | — | ||
| Q1 24 | 1.6% | 3.8% |
现金转化率
AME
MCFT
| Q4 25 | 1.47× | 6.17× | ||
| Q3 25 | 1.19× | -1.88× | ||
| Q2 25 | 1.00× | 3.59× | ||
| Q1 25 | 1.19× | 1.69× | ||
| Q4 24 | 1.42× | 2.34× | ||
| Q3 24 | 1.43× | — | ||
| Q2 24 | 1.13× | — | ||
| Q1 24 | 1.32× | 0.97× |
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% |
MCFT
| Boats And Trailers | $59.5M | 83% |
| Pontoon | $10.0M | 14% |
| Parts | $1.7M | 2% |