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Ametek(AME)与Martin Marietta Materials(MLM)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Martin Marietta Materials的1.4倍($1.9B vs $1.4B),Martin Marietta Materials净利率更高(111.1% vs 20.7%,领先90.4%),Martin Marietta Materials同比增速更快(17.0% vs 11.3%),过去两年Ametek的营收复合增速更高(5.4% vs -12.1%)
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。
马丁·玛丽埃塔材料公司是美国大型集料及重型建筑材料供应商,业务覆盖美国26个州、加拿大及加勒比地区,主要为道路、人行道、地基等各类基建项目提供所需原材料。
AME vs MLM — 直观对比
营收规模更大
AME
是对方的1.4倍
$1.4B
营收增速更快
MLM
高出5.7%
11.3%
净利率更高
MLM
高出90.4%
20.7%
两年增速更快
AME
近两年复合增速
-12.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.9B | $1.4B |
| 净利润 | $399.4M | $1.5B |
| 毛利率 | 37.2% | 22.8% |
| 营业利润率 | 26.7% | 11.9% |
| 净利率 | 20.7% | 111.1% |
| 营收同比 | 11.3% | 17.0% |
| 净利润同比 | 13.5% | — |
| 每股收益(稀释后) | $1.74 | — |
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
MLM
| Q1 26 | $1.9B | $1.4B | ||
| Q4 25 | $2.0B | $1.1B | ||
| Q3 25 | $1.9B | $1.8B | ||
| Q2 25 | $1.8B | $1.8B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $1.8B | $1.6B | ||
| Q3 24 | $1.7B | $1.9B | ||
| Q2 24 | $1.7B | $1.8B |
净利润
AME
MLM
| Q1 26 | $399.4M | $1.5B | ||
| Q4 25 | $398.6M | $279.0M | ||
| Q3 25 | $371.4M | $414.0M | ||
| Q2 25 | $358.4M | $328.0M | ||
| Q1 25 | $351.8M | $116.0M | ||
| Q4 24 | $387.3M | $293.0M | ||
| Q3 24 | $340.2M | $363.0M | ||
| Q2 24 | $337.7M | $294.0M |
毛利率
AME
MLM
| Q1 26 | 37.2% | 22.8% | ||
| Q4 25 | 36.0% | 35.0% | ||
| Q3 25 | 36.3% | 33.1% | ||
| Q2 25 | 35.8% | 30.0% | ||
| Q1 25 | 36.1% | 24.8% | ||
| Q4 24 | 36.6% | 30.0% | ||
| Q3 24 | 36.0% | 31.7% | ||
| Q2 24 | 36.0% | 29.3% |
营业利润率
AME
MLM
| Q1 26 | 26.7% | 11.9% | ||
| Q4 25 | 25.3% | 24.6% | ||
| Q3 25 | 25.8% | 27.4% | ||
| Q2 25 | 26.0% | 25.3% | ||
| Q1 25 | 26.3% | 14.3% | ||
| Q4 24 | 26.6% | 24.4% | ||
| Q3 24 | 26.1% | 25.9% | ||
| Q2 24 | 25.8% | 22.6% |
净利率
AME
MLM
| Q1 26 | 20.7% | 111.1% | ||
| Q4 25 | 19.9% | 24.5% | ||
| Q3 25 | 19.6% | 22.4% | ||
| Q2 25 | 20.2% | 18.1% | ||
| Q1 25 | 20.3% | 8.6% | ||
| Q4 24 | 22.0% | 18.0% | ||
| Q3 24 | 19.9% | 19.2% | ||
| Q2 24 | 19.5% | 16.7% |
每股收益(稀释后)
AME
MLM
| Q1 26 | $1.74 | — | ||
| Q4 25 | $1.73 | $4.59 | ||
| Q3 25 | $1.60 | $6.85 | ||
| Q2 25 | $1.55 | $5.43 | ||
| Q1 25 | $1.52 | $1.90 | ||
| Q4 24 | $1.67 | $4.87 | ||
| Q3 24 | $1.47 | $5.91 | ||
| Q2 24 | $1.45 | $4.76 |
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 | $481.3M | $273.0M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $10.9B | $11.3B |
| 总资产 | $16.3B | $20.5B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
AME
MLM
| Q1 26 | $481.3M | $273.0M | ||
| Q4 25 | $458.0M | $67.0M | ||
| Q3 25 | $439.2M | $57.0M | ||
| Q2 25 | $619.7M | $225.0M | ||
| Q1 25 | $399.0M | $101.0M | ||
| Q4 24 | $374.0M | $670.0M | ||
| Q3 24 | $396.3M | $52.0M | ||
| Q2 24 | $396.6M | $109.0M |
总债务
AME
MLM
| Q1 26 | — | $0 | ||
| Q4 25 | $2.3B | $5.3B | ||
| Q3 25 | — | $5.5B | ||
| Q2 25 | — | $5.4B | ||
| Q1 25 | — | $5.4B | ||
| Q4 24 | $2.1B | $5.4B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $4.3B |
股东权益
AME
MLM
| Q1 26 | $10.9B | $11.3B | ||
| Q4 25 | $10.6B | $10.0B | ||
| Q3 25 | $10.5B | $9.7B | ||
| Q2 25 | $10.4B | $9.4B | ||
| Q1 25 | $10.0B | $9.1B | ||
| Q4 24 | $9.7B | $9.5B | ||
| Q3 24 | $9.6B | $9.2B | ||
| Q2 24 | $9.3B | $8.8B |
总资产
AME
MLM
| Q1 26 | $16.3B | $20.5B | ||
| Q4 25 | $16.1B | $18.7B | ||
| Q3 25 | $16.2B | $18.7B | ||
| Q2 25 | $15.3B | $18.1B | ||
| Q1 25 | $14.9B | $17.7B | ||
| Q4 24 | $14.6B | $18.2B | ||
| Q3 24 | $14.8B | $16.5B | ||
| Q2 24 | $14.8B | $16.3B |
负债/权益比
AME
MLM
| Q1 26 | — | 0.00× | ||
| Q4 25 | 0.21× | 0.53× | ||
| Q3 25 | — | 0.57× | ||
| Q2 25 | — | 0.58× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | 0.22× | 0.57× | ||
| Q3 24 | — | 0.44× | ||
| Q2 24 | — | 0.49× |
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 | — | $227.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 40.4% |
| 现金转化率经营现金流/净利润 | — | 0.15× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
AME
MLM
| Q1 26 | — | $227.0M | ||
| Q4 25 | $584.3M | $629.0M | ||
| Q3 25 | $440.9M | $551.0M | ||
| Q2 25 | $359.1M | $387.0M | ||
| Q1 25 | $417.5M | $218.0M | ||
| Q4 24 | $550.0M | $686.0M | ||
| Q3 24 | $487.2M | $600.0M | ||
| Q2 24 | $381.4M | $1.0M |
自由现金流
AME
MLM
| Q1 26 | — | — | ||
| Q4 25 | $527.3M | $424.0M | ||
| Q3 25 | $420.0M | $361.0M | ||
| Q2 25 | $329.8M | $208.0M | ||
| Q1 25 | $394.5M | $-15.0M | ||
| Q4 24 | $498.3M | $453.0M | ||
| Q3 24 | $460.9M | $317.0M | ||
| Q2 24 | $360.0M | $-138.0M |
自由现金流率
AME
MLM
| Q1 26 | — | — | ||
| Q4 25 | 26.4% | 37.2% | ||
| Q3 25 | 22.2% | 19.6% | ||
| Q2 25 | 18.5% | 11.5% | ||
| Q1 25 | 22.8% | -1.1% | ||
| Q4 24 | 28.3% | 27.8% | ||
| Q3 24 | 27.0% | 16.8% | ||
| Q2 24 | 20.8% | -7.8% |
资本支出强度
AME
MLM
| Q1 26 | — | 40.4% | ||
| Q4 25 | 2.9% | 18.0% | ||
| Q3 25 | 1.1% | 10.3% | ||
| Q2 25 | 1.6% | 9.9% | ||
| Q1 25 | 1.3% | 17.2% | ||
| Q4 24 | 2.9% | 14.3% | ||
| Q3 24 | 1.5% | 15.0% | ||
| Q2 24 | 1.2% | 7.9% |
现金转化率
AME
MLM
| Q1 26 | — | 0.15× | ||
| Q4 25 | 1.47× | 2.25× | ||
| Q3 25 | 1.19× | 1.33× | ||
| Q2 25 | 1.00× | 1.18× | ||
| Q1 25 | 1.19× | 1.88× | ||
| Q4 24 | 1.42× | 2.34× | ||
| Q3 24 | 1.43× | 1.65× | ||
| Q2 24 | 1.13× | 0.00× |
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
| Electronic Instruments | $1.3B | 66% |
| Electromechanical | $663.9M | 34% |
MLM
暂无分部数据