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Ametek（AME）与味好美（MKC）财务数据对比。点击上方公司名可切换其他公司
Ametek的季度营收约是味好美的1.1倍（$2.0B vs $1.9B），Ametek净利率更高（19.9% vs 12.2%，领先7.7%），Ametek同比增速更快（13.4% vs 2.9%），过去两年味好美的营收复合增速更高（7.5% vs 7.3%）
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。
味好美是美国知名食品企业，专业生产、营销并配送香辛料、复合调味料、调味酱及各类风味产品，客户覆盖零售终端、食品生产商及餐饮服务企业，是全球领先的风味产品供应商。
AME vs MKC — 直观对比
营收规模更大
AME
是对方的1.1倍
$1.9B
营收增速更快
AME
高出10.5%
2.9%
净利率更高
AME
高出7.7%
12.2%
两年增速更快
MKC
近两年复合增速
7.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.9B |
| 净利润 | $398.6M | $226.6M |
| 毛利率 | 36.0% | 38.9% |
| 营业利润率 | 25.3% | 16.8% |
| 净利率 | 19.9% | 12.2% |
| 营收同比 | 13.4% | 2.9% |
| 净利润同比 | 2.9% | 5.3% |
| 每股收益（稀释后） | $1.73 | $0.84 |
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AMEMKC
| Q4 25 | $2.0B | $1.9B | ||
| Q3 25 | $1.9B | $1.7B | ||
| Q2 25 | $1.8B | $1.7B | ||
| Q1 25 | $1.7B | $1.6B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.7B | $1.7B | ||
| Q2 24 | $1.7B | $1.6B | ||
| Q1 24 | $1.7B | $1.6B |
净利润AMEMKC
| Q4 25 | $398.6M | $226.6M | ||
| Q3 25 | $371.4M | $225.5M | ||
| Q2 25 | $358.4M | $175.0M | ||
| Q1 25 | $351.8M | $162.3M | ||
| Q4 24 | $387.3M | $215.2M | ||
| Q3 24 | $340.2M | $223.1M | ||
| Q2 24 | $337.7M | $184.2M | ||
| Q1 24 | $310.9M | $166.0M |
毛利率AMEMKC
| Q4 25 | 36.0% | 38.9% | ||
| Q3 25 | 36.3% | 37.4% | ||
| Q2 25 | 35.8% | 37.5% | ||
| Q1 25 | 36.1% | 37.6% | ||
| Q4 24 | 36.6% | 40.2% | ||
| Q3 24 | 36.0% | 38.7% | ||
| Q2 24 | 36.0% | 37.7% | ||
| Q1 24 | 34.1% | 37.4% |
营业利润率AMEMKC
| Q4 25 | 25.3% | 16.8% | ||
| Q3 25 | 25.8% | 16.7% | ||
| Q2 25 | 26.0% | 14.8% | ||
| Q1 25 | 26.3% | 14.0% | ||
| Q4 24 | 26.6% | 17.0% | ||
| Q3 24 | 26.1% | 17.1% | ||
| Q2 24 | 25.8% | 14.2% | ||
| Q1 24 | 24.0% | 14.6% |
净利率AMEMKC
| Q4 25 | 19.9% | 12.2% | ||
| Q3 25 | 19.6% | 13.1% | ||
| Q2 25 | 20.2% | 10.5% | ||
| Q1 25 | 20.3% | 10.1% | ||
| Q4 24 | 22.0% | 12.0% | ||
| Q3 24 | 19.9% | 13.3% | ||
| Q2 24 | 19.5% | 11.2% | ||
| Q1 24 | 17.9% | 10.4% |
每股收益（稀释后）AMEMKC
| Q4 25 | $1.73 | $0.84 | ||
| Q3 25 | $1.60 | $0.84 | ||
| Q2 25 | $1.55 | $0.65 | ||
| Q1 25 | $1.52 | $0.60 | ||
| Q4 24 | $1.67 | $0.79 | ||
| Q3 24 | $1.47 | $0.83 | ||
| Q2 24 | $1.45 | $0.68 | ||
| Q1 24 | $1.34 | $0.62 |
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 | $95.9M |
| 总债务越低越好 | $2.3B | $3.6B |
| 股东权益账面价值 | $10.6B | $5.7B |
| 总资产 | $16.1B | $13.2B |
| 负债/权益比越低杠杆越低 | 0.21× | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资AMEMKC
| Q4 25 | $458.0M | $95.9M | ||
| Q3 25 | $439.2M | $94.9M | ||
| Q2 25 | $619.7M | $124.1M | ||
| Q1 25 | $399.0M | $102.8M | ||
| Q4 24 | $374.0M | $186.1M | ||
| Q3 24 | $396.3M | $200.8M | ||
| Q2 24 | $396.6M | $166.3M | ||
| Q1 24 | $373.8M | $178.0M |
总债务AMEMKC
| Q4 25 | $2.3B | $3.6B | ||
| Q3 25 | — | $3.9B | ||
| Q2 25 | — | $3.9B | ||
| Q1 25 | — | $3.9B | ||
| Q4 24 | $2.1B | $3.9B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $4.1B | ||
| Q1 24 | — | $4.1B |
股东权益AMEMKC
| Q4 25 | $10.6B | $5.7B | ||
| Q3 25 | $10.5B | $5.8B | ||
| Q2 25 | $10.4B | $5.6B | ||
| Q1 25 | $10.0B | $5.4B | ||
| Q4 24 | $9.7B | $5.3B | ||
| Q3 24 | $9.6B | $5.4B | ||
| Q2 24 | $9.3B | $5.3B | ||
| Q1 24 | $9.0B | $5.2B |
总资产AMEMKC
| Q4 25 | $16.1B | $13.2B | ||
| Q3 25 | $16.2B | $13.2B | ||
| Q2 25 | $15.3B | $13.2B | ||
| Q1 25 | $14.9B | $12.9B | ||
| Q4 24 | $14.6B | $13.1B | ||
| Q3 24 | $14.8B | $13.2B | ||
| Q2 24 | $14.8B | $13.0B | ||
| Q1 24 | $14.9B | $12.9B |
负债/权益比AMEMKC
| Q4 25 | 0.21× | 0.63× | ||
| Q3 25 | — | 0.67× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | 0.22× | 0.73× | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | — | 0.77× | ||
| Q1 24 | — | 0.79× |
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 | $542.0M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | — |
| 自由现金流率自由现金流/营收 | 26.4% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 现金转化率经营现金流/净利润 | 1.47× | 2.39× |
| 过去12个月自由现金流最近4个季度 | $1.7B | — |
8季度趋势，按日历期对齐
经营现金流AMEMKC
| Q4 25 | $584.3M | $542.0M | ||
| Q3 25 | $440.9M | $258.8M | ||
| Q2 25 | $359.1M | $45.9M | ||
| Q1 25 | $417.5M | $115.5M | ||
| Q4 24 | $550.0M | $458.7M | ||
| Q3 24 | $487.2M | $161.7M | ||
| Q2 24 | $381.4M | $163.1M | ||
| Q1 24 | $410.2M | $138.4M |
自由现金流AMEMKC
| Q4 25 | $527.3M | — | ||
| Q3 25 | $420.0M | $206.1M | ||
| Q2 25 | $329.8M | $-2.4M | ||
| Q1 25 | $394.5M | $78.4M | ||
| Q4 24 | $498.3M | — | ||
| Q3 24 | $460.9M | $102.7M | ||
| Q2 24 | $360.0M | $94.8M | ||
| Q1 24 | $382.6M | $76.4M |
自由现金流率AMEMKC
| Q4 25 | 26.4% | — | ||
| Q3 25 | 22.2% | 11.9% | ||
| Q2 25 | 18.5% | -0.1% | ||
| Q1 25 | 22.8% | 4.9% | ||
| Q4 24 | 28.3% | — | ||
| Q3 24 | 27.0% | 6.1% | ||
| Q2 24 | 20.8% | 5.8% | ||
| Q1 24 | 22.0% | 4.8% |
资本支出强度AMEMKC
| Q4 25 | 2.9% | — | ||
| Q3 25 | 1.1% | 3.1% | ||
| Q2 25 | 1.6% | 2.9% | ||
| Q1 25 | 1.3% | 2.3% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 1.5% | 3.5% | ||
| Q2 24 | 1.2% | 4.2% | ||
| Q1 24 | 1.6% | 3.9% |
现金转化率AMEMKC
| Q4 25 | 1.47× | 2.39× | ||
| Q3 25 | 1.19× | 1.15× | ||
| Q2 25 | 1.00× | 0.26× | ||
| Q1 25 | 1.19× | 0.71× | ||
| Q4 24 | 1.42× | 2.13× | ||
| Q3 24 | 1.43× | 0.72× | ||
| Q2 24 | 1.13× | 0.89× | ||
| Q1 24 | 1.32× | 0.83× |
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% |
MKC
| Consumer | $1.1B | 61% |
| Flavor Solutions | $723.1M | 39% |
