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Ametek（AME）与Mayville Engineering Company, Inc.（MEC）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Mayville Engineering Company, Inc.的14.9倍（$2.0B vs $134.3M）。Ametek净利率更高（19.9% vs -3.2%，领先23.2%）。Ametek同比增速更快（13.4% vs 10.7%）。Ametek自由现金流更多（$527.3M vs $10.2M）。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。
Mayville Engineering Company（MEC）是总部位于美国的领先金属零部件、装配组件及定制工程解决方案供应商，主要服务农业、建筑、商用运输、国防、动力运动等领域的原始设备制造商客户，提供从原型开发到大规模量产的全流程服务。
AME vs MEC — 直观对比
营收规模更大
AME
是对方的14.9倍
$134.3M
营收增速更快
AME
高出2.8%
10.7%
净利率更高
AME
高出23.2%
-3.2%
自由现金流更多
AME
多$517.1M
$10.2M
两年增速更快
AME
近两年复合增速
-8.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $134.3M |
| 净利润 | $398.6M | $-4.4M |
| 毛利率 | 36.0% | 6.8% |
| 营业利润率 | 25.3% | -4.1% |
| 净利率 | 19.9% | -3.2% |
| 营收同比 | 13.4% | 10.7% |
| 净利润同比 | 2.9% | -127.3% |
| 每股收益（稀释后） | $1.73 | $-0.22 |
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AMEMEC
| Q4 25 | $2.0B | $134.3M | ||
| Q3 25 | $1.9B | $144.3M | ||
| Q2 25 | $1.8B | $132.3M | ||
| Q1 25 | $1.7B | $135.6M | ||
| Q4 24 | $1.8B | $121.3M | ||
| Q3 24 | $1.7B | $135.4M | ||
| Q2 24 | $1.7B | $163.6M | ||
| Q1 24 | $1.7B | $161.3M |
净利润AMEMEC
| Q4 25 | $398.6M | $-4.4M | ||
| Q3 25 | $371.4M | $-2.7M | ||
| Q2 25 | $358.4M | $-1.1M | ||
| Q1 25 | $351.8M | $20.0K | ||
| Q4 24 | $387.3M | $16.0M | ||
| Q3 24 | $340.2M | $3.0M | ||
| Q2 24 | $337.7M | $3.8M | ||
| Q1 24 | $310.9M | $3.2M |
毛利率AMEMEC
| Q4 25 | 36.0% | 6.8% | ||
| Q3 25 | 36.3% | 11.0% | ||
| Q2 25 | 35.8% | 10.3% | ||
| Q1 25 | 36.1% | 11.3% | ||
| Q4 24 | 36.6% | 8.9% | ||
| Q3 24 | 36.0% | 12.6% | ||
| Q2 24 | 36.0% | 13.6% | ||
| Q1 24 | 34.1% | 13.0% |
营业利润率AMEMEC
| Q4 25 | 25.3% | -4.1% | ||
| Q3 25 | 25.8% | 0.0% | ||
| Q2 25 | 26.0% | 0.1% | ||
| Q1 25 | 26.3% | 1.2% | ||
| Q4 24 | 26.6% | 19.0% | ||
| Q3 24 | 26.1% | 4.2% | ||
| Q2 24 | 25.8% | 5.0% | ||
| Q1 24 | 24.0% | 4.7% |
净利率AMEMEC
| Q4 25 | 19.9% | -3.2% | ||
| Q3 25 | 19.6% | -1.9% | ||
| Q2 25 | 20.2% | -0.8% | ||
| Q1 25 | 20.3% | 0.0% | ||
| Q4 24 | 22.0% | 13.2% | ||
| Q3 24 | 19.9% | 2.2% | ||
| Q2 24 | 19.5% | 2.3% | ||
| Q1 24 | 17.9% | 2.0% |
每股收益（稀释后）AMEMEC
| Q4 25 | $1.73 | $-0.22 | ||
| Q3 25 | $1.60 | $-0.13 | ||
| Q2 25 | $1.55 | $-0.05 | ||
| Q1 25 | $1.52 | $0.00 | ||
| Q4 24 | $1.67 | $0.76 | ||
| Q3 24 | $1.47 | $0.14 | ||
| Q2 24 | $1.45 | $0.18 | ||
| Q1 24 | $1.34 | $0.16 |
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 | $1.5M |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $10.6B | $240.7M |
| 总资产 | $16.1B | $563.6M |
| 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AMEMEC
| Q4 25 | $458.0M | $1.5M | ||
| Q3 25 | $439.2M | $1.2M | ||
| Q2 25 | $619.7M | $206.0K | ||
| Q1 25 | $399.0M | $183.0K | ||
| Q4 24 | $374.0M | $206.0K | ||
| Q3 24 | $396.3M | $178.0K | ||
| Q2 24 | $396.6M | $314.0K | ||
| Q1 24 | $373.8M | $314.0K |
总债务AMEMEC
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMEMEC
| Q4 25 | $10.6B | $240.7M | ||
| Q3 25 | $10.5B | $244.8M | ||
| Q2 25 | $10.4B | $246.8M | ||
| Q1 25 | $10.0B | $250.0M | ||
| Q4 24 | $9.7B | $251.8M | ||
| Q3 24 | $9.6B | $238.4M | ||
| Q2 24 | $9.3B | $238.1M | ||
| Q1 24 | $9.0B | $234.0M |
总资产AMEMEC
| Q4 25 | $16.1B | $563.6M | ||
| Q3 25 | $16.2B | $585.6M | ||
| Q2 25 | $15.3B | $433.7M | ||
| Q1 25 | $14.9B | $447.7M | ||
| Q4 24 | $14.6B | $445.6M | ||
| Q3 24 | $14.8B | $466.0M | ||
| Q2 24 | $14.8B | $488.2M | ||
| Q1 24 | $14.9B | $499.9M |
负债/权益比AMEMEC
| 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 | $13.4M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $10.2M |
| 自由现金流率自由现金流/营收 | 26.4% | 7.6% |
| 资本支出强度资本支出/营收 | 2.9% | 2.4% |
| 现金转化率经营现金流/净利润 | 1.47× | — |
| 过去12个月自由现金流最近4个季度 | $1.7B | $26.9M |
8季度趋势，按日历期对齐
经营现金流AMEMEC
| Q4 25 | $584.3M | $13.4M | ||
| Q3 25 | $440.9M | $1.9M | ||
| Q2 25 | $359.1M | $15.0M | ||
| Q1 25 | $417.5M | $8.3M | ||
| Q4 24 | $550.0M | $38.0M | ||
| Q3 24 | $487.2M | $17.9M | ||
| Q2 24 | $381.4M | $23.3M | ||
| Q1 24 | $410.2M | $10.6M |
自由现金流AMEMEC
| Q4 25 | $527.3M | $10.2M | ||
| Q3 25 | $420.0M | $-1.1M | ||
| Q2 25 | $329.8M | $12.5M | ||
| Q1 25 | $394.5M | $5.4M | ||
| Q4 24 | $498.3M | $35.6M | ||
| Q3 24 | $460.9M | $15.1M | ||
| Q2 24 | $360.0M | $19.2M | ||
| Q1 24 | $382.6M | $7.8M |
自由现金流率AMEMEC
| Q4 25 | 26.4% | 7.6% | ||
| Q3 25 | 22.2% | -0.8% | ||
| Q2 25 | 18.5% | 9.5% | ||
| Q1 25 | 22.8% | 4.0% | ||
| Q4 24 | 28.3% | 29.4% | ||
| Q3 24 | 27.0% | 11.1% | ||
| Q2 24 | 20.8% | 11.7% | ||
| Q1 24 | 22.0% | 4.9% |
资本支出强度AMEMEC
| Q4 25 | 2.9% | 2.4% | ||
| Q3 25 | 1.1% | 2.1% | ||
| Q2 25 | 1.6% | 1.8% | ||
| Q1 25 | 1.3% | 2.2% | ||
| Q4 24 | 2.9% | 1.9% | ||
| Q3 24 | 1.5% | 2.1% | ||
| Q2 24 | 1.2% | 2.5% | ||
| Q1 24 | 1.6% | 1.7% |
现金转化率AMEMEC
| Q4 25 | 1.47× | — | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 1.19× | 416.65× | ||
| Q4 24 | 1.42× | 2.38× | ||
| Q3 24 | 1.43× | 6.03× | ||
| Q2 24 | 1.13× | 6.15× | ||
| Q1 24 | 1.32× | 3.28× |
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% |
MEC
| Fabrication | $72.2M | 54% |
| Construction And Access | $19.2M | 14% |
| Tubes | $16.2M | 12% |
| Other Market | $11.9M | 9% |
| Agriculture | $7.7M | 6% |
| Military | $6.7M | 5% |
| Outdoor Sports | $1.7M | 1% |
