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Ametek(AME)与Mistras Group, Inc.(MG)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Mistras Group, Inc.的11.0倍($2.0B vs $181.5M)。Ametek净利率更高(19.9% vs 2.1%,领先17.9%)。Ametek同比增速更快(13.4% vs 5.1%)。Ametek自由现金流更多($527.3M vs $26.0M)。过去两年Ametek的营收复合增速更高(7.3% vs -0.8%)
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。
Mistras集团是全球资产完整性与保护解决方案供应商,主营无损检测、工业实时监测、工程咨询等服务,核心客户覆盖油气、航空航天、发电、制造等领域,业务遍及北美、欧洲及亚太地区,可帮助客户提升运营安全性、延长资产寿命、降低非计划停机风险。
AME vs MG — 直观对比
营收规模更大
AME
是对方的11.0倍
$181.5M
营收增速更快
AME
高出8.4%
5.1%
净利率更高
AME
高出17.9%
2.1%
自由现金流更多
AME
多$501.3M
$26.0M
两年增速更快
AME
近两年复合增速
-0.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $181.5M |
| 净利润 | $398.6M | $3.8M |
| 毛利率 | 36.0% | 28.4% |
| 营业利润率 | 25.3% | 7.0% |
| 净利率 | 19.9% | 2.1% |
| 营收同比 | 13.4% | 5.1% |
| 净利润同比 | 2.9% | -27.4% |
| 每股收益(稀释后) | $1.73 | $0.12 |
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
MG
| Q4 25 | $2.0B | $181.5M | ||
| Q3 25 | $1.9B | $195.5M | ||
| Q2 25 | $1.8B | $185.4M | ||
| Q1 25 | $1.7B | $161.6M | ||
| Q4 24 | $1.8B | $172.7M | ||
| Q3 24 | $1.7B | $182.7M | ||
| Q2 24 | $1.7B | $189.8M | ||
| Q1 24 | $1.7B | $184.4M |
净利润
AME
MG
| Q4 25 | $398.6M | $3.8M | ||
| Q3 25 | $371.4M | $13.1M | ||
| Q2 25 | $358.4M | $3.0M | ||
| Q1 25 | $351.8M | $-3.2M | ||
| Q4 24 | $387.3M | $5.2M | ||
| Q3 24 | $340.2M | $6.4M | ||
| Q2 24 | $337.7M | $6.4M | ||
| Q1 24 | $310.9M | $995.0K |
毛利率
AME
MG
| Q4 25 | 36.0% | 28.4% | ||
| Q3 25 | 36.3% | 29.8% | ||
| Q2 25 | 35.8% | 29.1% | ||
| Q1 25 | 36.1% | 25.3% | ||
| Q4 24 | 36.6% | 26.5% | ||
| Q3 24 | 36.0% | 26.8% | ||
| Q2 24 | 36.0% | 27.1% | ||
| Q1 24 | 34.1% | 25.0% |
营业利润率
AME
MG
| Q4 25 | 25.3% | 7.0% | ||
| Q3 25 | 25.8% | 10.4% | ||
| Q2 25 | 26.0% | 4.5% | ||
| Q1 25 | 26.3% | -0.6% | ||
| Q4 24 | 26.6% | 6.1% | ||
| Q3 24 | 26.1% | 6.5% | ||
| Q2 24 | 25.8% | 6.3% | ||
| Q1 24 | 24.0% | 3.0% |
净利率
AME
MG
| Q4 25 | 19.9% | 2.1% | ||
| Q3 25 | 19.6% | 6.7% | ||
| Q2 25 | 20.2% | 1.6% | ||
| Q1 25 | 20.3% | -2.0% | ||
| Q4 24 | 22.0% | 3.0% | ||
| Q3 24 | 19.9% | 3.5% | ||
| Q2 24 | 19.5% | 3.4% | ||
| Q1 24 | 17.9% | 0.5% |
每股收益(稀释后)
AME
MG
| Q4 25 | $1.73 | $0.12 | ||
| Q3 25 | $1.60 | $0.41 | ||
| Q2 25 | $1.55 | $0.10 | ||
| Q1 25 | $1.52 | $-0.10 | ||
| Q4 24 | $1.67 | $0.17 | ||
| Q3 24 | $1.47 | $0.20 | ||
| Q2 24 | $1.45 | $0.20 | ||
| Q1 24 | $1.34 | $0.03 |
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 | $28.0M |
| 总债务越低越好 | $2.3B | $178.0M |
| 股东权益账面价值 | $10.6B | $235.1M |
| 总资产 | $16.1B | $578.8M |
| 负债/权益比越低杠杆越低 | 0.21× | 0.76× |
8季度趋势,按日历期对齐
现金及短期投资
AME
MG
| Q4 25 | $458.0M | $28.0M | ||
| Q3 25 | $439.2M | $27.8M | ||
| Q2 25 | $619.7M | $20.0M | ||
| Q1 25 | $399.0M | $18.5M | ||
| Q4 24 | $374.0M | $18.3M | ||
| Q3 24 | $396.3M | $20.4M | ||
| Q2 24 | $396.6M | $17.2M | ||
| Q1 24 | $373.8M | $16.9M |
总债务
AME
MG
| Q4 25 | $2.3B | $178.0M | ||
| Q3 25 | — | $202.3M | ||
| Q2 25 | — | $189.4M | ||
| Q1 25 | — | $171.9M | ||
| Q4 24 | $2.1B | $169.6M | ||
| Q3 24 | — | $189.7M | ||
| Q2 24 | — | $199.7M | ||
| Q1 24 | — | $198.4M |
股东权益
AME
MG
| Q4 25 | $10.6B | $235.1M | ||
| Q3 25 | $10.5B | $227.4M | ||
| Q2 25 | $10.4B | $215.8M | ||
| Q1 25 | $10.0B | $198.7M | ||
| Q4 24 | $9.7B | $198.6M | ||
| Q3 24 | $9.6B | $205.2M | ||
| Q2 24 | $9.3B | $193.2M | ||
| Q1 24 | $9.0B | $187.1M |
总资产
AME
MG
| Q4 25 | $16.1B | $578.8M | ||
| Q3 25 | $16.2B | $596.3M | ||
| Q2 25 | $15.3B | $571.0M | ||
| Q1 25 | $14.9B | $526.8M | ||
| Q4 24 | $14.6B | $523.0M | ||
| Q3 24 | $14.8B | $551.7M | ||
| Q2 24 | $14.8B | $548.1M | ||
| Q1 24 | $14.9B | $542.1M |
负债/权益比
AME
MG
| Q4 25 | 0.21× | 0.76× | ||
| Q3 25 | — | 0.89× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | 0.22× | 0.85× | ||
| Q3 24 | — | 0.92× | ||
| Q2 24 | — | 1.03× | ||
| Q1 24 | — | 1.06× |
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 | $32.1M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $26.0M |
| 自由现金流率自由现金流/营收 | 26.4% | 14.3% |
| 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× | 8.55× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $8.3M |
8季度趋势,按日历期对齐
经营现金流
AME
MG
| Q4 25 | $584.3M | $32.1M | ||
| Q3 25 | $440.9M | $4.5M | ||
| Q2 25 | $359.1M | $-9.3M | ||
| Q1 25 | $417.5M | $5.6M | ||
| Q4 24 | $550.0M | $25.7M | ||
| Q3 24 | $487.2M | $19.4M | ||
| Q2 24 | $381.4M | $4.5M | ||
| Q1 24 | $410.2M | $604.0K |
自由现金流
AME
MG
| Q4 25 | $527.3M | $26.0M | ||
| Q3 25 | $420.0M | $-4.1M | ||
| Q2 25 | $329.8M | $-14.7M | ||
| Q1 25 | $394.5M | $1.1M | ||
| Q4 24 | $498.3M | $22.1M | ||
| Q3 24 | $460.9M | $14.6M | ||
| Q2 24 | $360.0M | $-284.0K | ||
| Q1 24 | $382.6M | $-4.2M |
自由现金流率
AME
MG
| Q4 25 | 26.4% | 14.3% | ||
| Q3 25 | 22.2% | -2.1% | ||
| Q2 25 | 18.5% | -7.9% | ||
| Q1 25 | 22.8% | 0.7% | ||
| Q4 24 | 28.3% | 12.8% | ||
| Q3 24 | 27.0% | 8.0% | ||
| Q2 24 | 20.8% | -0.1% | ||
| Q1 24 | 22.0% | -2.3% |
资本支出强度
AME
MG
| Q4 25 | 2.9% | 3.4% | ||
| Q3 25 | 1.1% | 4.4% | ||
| Q2 25 | 1.6% | 2.9% | ||
| Q1 25 | 1.3% | 2.8% | ||
| Q4 24 | 2.9% | 2.1% | ||
| Q3 24 | 1.5% | 2.6% | ||
| Q2 24 | 1.2% | 2.5% | ||
| Q1 24 | 1.6% | 2.6% |
现金转化率
AME
MG
| Q4 25 | 1.47× | 8.55× | ||
| Q3 25 | 1.19× | 0.34× | ||
| Q2 25 | 1.00× | -3.07× | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.42× | 4.96× | ||
| Q3 24 | 1.43× | 3.02× | ||
| Q2 24 | 1.13× | 0.71× | ||
| Q1 24 | 1.32× | 0.61× |
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% |
MG
暂无分部数据