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Ametek(AME)与NCR Atleos Corp(NATL)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NCR Atleos Corp的1.7倍($2.0B vs $1.2B)。Ametek净利率更高(19.9% vs 7.2%,领先12.7%)。Ametek同比增速更快(13.4% vs 4.0%)。Ametek自由现金流更多($527.3M vs $194.0M)。过去两年Ametek的营收复合增速更高(7.3% vs 4.9%)
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。
NCR Atleos Corp 前身为NCR公司(National Cash Register),是全球知名的软件、咨询与技术企业,提供多元专业服务与电子产品,业务覆盖自助服务 kiosk、销售点终端、自动柜员机、支票处理系统、条码扫描器等商用软硬件的研发与生产,服务全球各行业客户的数字化运营需求。
AME vs NATL — 直观对比
营收规模更大
AME
是对方的1.7倍
$1.2B
营收增速更快
AME
高出9.5%
4.0%
净利率更高
AME
高出12.7%
7.2%
自由现金流更多
AME
多$333.3M
$194.0M
两年增速更快
AME
近两年复合增速
4.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $1.2B |
| 净利润 | $398.6M | $83.0M |
| 毛利率 | 36.0% | — |
| 营业利润率 | 25.3% | 13.5% |
| 净利率 | 19.9% | 7.2% |
| 营收同比 | 13.4% | 4.0% |
| 净利润同比 | 2.9% | 102.4% |
| 每股收益(稀释后) | $1.73 | $1.09 |
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
NATL
| Q4 25 | $2.0B | $1.2B | ||
| Q3 25 | $1.9B | $1.1B | ||
| Q2 25 | $1.8B | $1.1B | ||
| Q1 25 | $1.7B | $979.0M | ||
| Q4 24 | $1.8B | $1.1B | ||
| Q3 24 | $1.7B | $1.1B | ||
| Q2 24 | $1.7B | $1.1B | ||
| Q1 24 | $1.7B | $1.0B |
净利润
AME
NATL
| Q4 25 | $398.6M | $83.0M | ||
| Q3 25 | $371.4M | $26.0M | ||
| Q2 25 | $358.4M | $39.0M | ||
| Q1 25 | $351.8M | $14.0M | ||
| Q4 24 | $387.3M | $41.0M | ||
| Q3 24 | $340.2M | $21.0M | ||
| Q2 24 | $337.7M | $27.0M | ||
| Q1 24 | $310.9M | $-9.0M |
毛利率
AME
NATL
| Q4 25 | 36.0% | — | ||
| Q3 25 | 36.3% | — | ||
| Q2 25 | 35.8% | — | ||
| Q1 25 | 36.1% | — | ||
| Q4 24 | 36.6% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 36.0% | — | ||
| Q1 24 | 34.1% | — |
营业利润率
AME
NATL
| Q4 25 | 25.3% | 13.5% | ||
| Q3 25 | 25.8% | 9.8% | ||
| Q2 25 | 26.0% | 10.8% | ||
| Q1 25 | 26.3% | 9.5% | ||
| Q4 24 | 26.6% | 13.4% | ||
| Q3 24 | 26.1% | 10.6% | ||
| Q2 24 | 25.8% | 9.8% | ||
| Q1 24 | 24.0% | 6.5% |
净利率
AME
NATL
| Q4 25 | 19.9% | 7.2% | ||
| Q3 25 | 19.6% | 2.3% | ||
| Q2 25 | 20.2% | 3.5% | ||
| Q1 25 | 20.3% | 1.4% | ||
| Q4 24 | 22.0% | 3.7% | ||
| Q3 24 | 19.9% | 2.0% | ||
| Q2 24 | 19.5% | 2.5% | ||
| Q1 24 | 17.9% | -0.9% |
每股收益(稀释后)
AME
NATL
| Q4 25 | $1.73 | $1.09 | ||
| Q3 25 | $1.60 | $0.34 | ||
| Q2 25 | $1.55 | $0.52 | ||
| Q1 25 | $1.52 | $0.19 | ||
| Q4 24 | $1.67 | $0.56 | ||
| Q3 24 | $1.47 | $0.28 | ||
| Q2 24 | $1.45 | $0.37 | ||
| Q1 24 | $1.34 | $-0.13 |
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 | $456.0M |
| 总债务越低越好 | $2.3B | $2.7B |
| 股东权益账面价值 | $10.6B | $403.0M |
| 总资产 | $16.1B | $5.7B |
| 负债/权益比越低杠杆越低 | 0.21× | 6.63× |
8季度趋势,按日历期对齐
现金及短期投资
AME
NATL
| Q4 25 | $458.0M | $456.0M | ||
| Q3 25 | $439.2M | $412.0M | ||
| Q2 25 | $619.7M | $357.0M | ||
| Q1 25 | $399.0M | $352.0M | ||
| Q4 24 | $374.0M | $419.0M | ||
| Q3 24 | $396.3M | $395.0M | ||
| Q2 24 | $396.6M | $374.0M | ||
| Q1 24 | $373.8M | $343.0M |
总债务
AME
NATL
| Q4 25 | $2.3B | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
AME
NATL
| Q4 25 | $10.6B | $403.0M | ||
| Q3 25 | $10.5B | $330.0M | ||
| Q2 25 | $10.4B | $350.0M | ||
| Q1 25 | $10.0B | $275.0M | ||
| Q4 24 | $9.7B | $219.0M | ||
| Q3 24 | $9.6B | $264.0M | ||
| Q2 24 | $9.3B | $250.0M | ||
| Q1 24 | $9.0B | $283.0M |
总资产
AME
NATL
| Q4 25 | $16.1B | $5.7B | ||
| Q3 25 | $16.2B | $5.7B | ||
| Q2 25 | $15.3B | $5.8B | ||
| Q1 25 | $14.9B | $5.7B | ||
| Q4 24 | $14.6B | $5.5B | ||
| Q3 24 | $14.8B | $5.7B | ||
| Q2 24 | $14.8B | $5.8B | ||
| Q1 24 | $14.9B | $5.8B |
负债/权益比
AME
NATL
| Q4 25 | 0.21× | 6.63× | ||
| Q3 25 | — | 8.45× | ||
| Q2 25 | — | 8.05× | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | 13.05× | ||
| 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 | $231.0M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $194.0M |
| 自由现金流率自由现金流/营收 | 26.4% | 16.8% |
| 资本支出强度资本支出/营收 | 2.9% | 3.2% |
| 现金转化率经营现金流/净利润 | 1.47× | 2.78× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $239.0M |
8季度趋势,按日历期对齐
经营现金流
AME
NATL
| Q4 25 | $584.3M | $231.0M | ||
| Q3 25 | $440.9M | $25.0M | ||
| Q2 25 | $359.1M | $-23.0M | ||
| Q1 25 | $417.5M | $123.0M | ||
| Q4 24 | $550.0M | $80.0M | ||
| Q3 24 | $487.2M | $107.0M | ||
| Q2 24 | $381.4M | $9.0M | ||
| Q1 24 | $410.2M | $148.0M |
自由现金流
AME
NATL
| Q4 25 | $527.3M | $194.0M | ||
| Q3 25 | $420.0M | $-5.0M | ||
| Q2 25 | $329.8M | $-44.0M | ||
| Q1 25 | $394.5M | $94.0M | ||
| Q4 24 | $498.3M | $62.0M | ||
| Q3 24 | $460.9M | $85.0M | ||
| Q2 24 | $360.0M | $-14.0M | ||
| Q1 24 | $382.6M | $124.0M |
自由现金流率
AME
NATL
| Q4 25 | 26.4% | 16.8% | ||
| Q3 25 | 22.2% | -0.4% | ||
| Q2 25 | 18.5% | -4.0% | ||
| Q1 25 | 22.8% | 9.6% | ||
| Q4 24 | 28.3% | 5.6% | ||
| Q3 24 | 27.0% | 7.9% | ||
| Q2 24 | 20.8% | -1.3% | ||
| Q1 24 | 22.0% | 11.9% |
资本支出强度
AME
NATL
| Q4 25 | 2.9% | 3.2% | ||
| Q3 25 | 1.1% | 2.7% | ||
| Q2 25 | 1.6% | 1.9% | ||
| Q1 25 | 1.3% | 3.0% | ||
| Q4 24 | 2.9% | 1.6% | ||
| Q3 24 | 1.5% | 2.1% | ||
| Q2 24 | 1.2% | 2.1% | ||
| Q1 24 | 1.6% | 2.3% |
现金转化率
AME
NATL
| Q4 25 | 1.47× | 2.78× | ||
| Q3 25 | 1.19× | 0.96× | ||
| Q2 25 | 1.00× | -0.59× | ||
| Q1 25 | 1.19× | 8.79× | ||
| Q4 24 | 1.42× | 1.95× | ||
| Q3 24 | 1.43× | 5.10× | ||
| Q2 24 | 1.13× | 0.33× | ||
| Q1 24 | 1.32× | — |
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% |
NATL
| Services | $848.0M | 74% |
| APJ | $136.0M | 12% |
| Americas Excluding United States | $135.0M | 12% |
| TT | $44.0M | 4% |