vs
Ametek（AME）与昆腾（QMCO）财务数据对比。点击上方公司名可切换其他公司
Ametek的季度营收约是昆腾的26.8倍（$2.0B vs $74.6M）。Ametek净利率更高（19.9% vs -37.3%，领先57.3%）。Ametek同比增速更快（13.4% vs 2.8%）。Ametek自由现金流更多（$527.3M vs $-5.6M）。过去两年Ametek的营收复合增速更高（7.3% vs 2.1%）
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。
昆腾公司是一家专注数据存储、管理与保护的科技企业，为全生命周期的视频及非结构化数据提供存储、管理、归档与保护技术服务，客户覆盖各行各业的企业、媒体娱乐公司、政府机构、数据企业以及生命科学机构。公司总部位于加利福尼亚州圣何塞，在全球多地设有分支机构。
AME vs QMCO — 直观对比
营收规模更大
AME
是对方的26.8倍
$74.6M
营收增速更快
AME
高出10.6%
2.8%
净利率更高
AME
高出57.3%
-37.3%
自由现金流更多
AME
多$532.9M
$-5.6M
两年增速更快
AME
近两年复合增速
2.1%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $74.6M |
| 净利润 | $398.6M | $-27.8M |
| 毛利率 | 36.0% | 38.8% |
| 营业利润率 | 25.3% | -1.6% |
| 净利率 | 19.9% | -37.3% |
| 营收同比 | 13.4% | 2.8% |
| 净利润同比 | 2.9% | 61.0% |
| 每股收益（稀释后） | $1.73 | $-2.03 |
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AMEQMCO
| Q4 25 | $2.0B | $74.6M | ||
| Q3 25 | $1.9B | $62.7M | ||
| Q2 25 | $1.8B | $64.3M | ||
| Q1 25 | $1.7B | $61.3M | ||
| Q4 24 | $1.8B | $68.7M | ||
| Q3 24 | $1.7B | $71.8M | ||
| Q2 24 | $1.7B | $72.3M | ||
| Q1 24 | $1.7B | $71.5M |
净利润AMEQMCO
| Q4 25 | $398.6M | $-27.8M | ||
| Q3 25 | $371.4M | $-46.5M | ||
| Q2 25 | $358.4M | $-17.2M | ||
| Q1 25 | $351.8M | $-7.7M | ||
| Q4 24 | $387.3M | $-75.3M | ||
| Q3 24 | $340.2M | $-12.2M | ||
| Q2 24 | $337.7M | $-19.9M | ||
| Q1 24 | $310.9M | $-18.9M |
毛利率AMEQMCO
| Q4 25 | 36.0% | 38.8% | ||
| Q3 25 | 36.3% | 37.6% | ||
| Q2 25 | 35.8% | 35.3% | ||
| Q1 25 | 36.1% | 39.6% | ||
| Q4 24 | 36.6% | 40.6% | ||
| Q3 24 | 36.0% | 42.7% | ||
| Q2 24 | 36.0% | 37.4% | ||
| Q1 24 | 34.1% | 38.2% |
营业利润率AMEQMCO
| Q4 25 | 25.3% | -1.6% | ||
| Q3 25 | 25.8% | -13.0% | ||
| Q2 25 | 26.0% | -19.6% | ||
| Q1 25 | 26.3% | -18.9% | ||
| Q4 24 | 26.6% | -11.3% | ||
| Q3 24 | 26.1% | -7.7% | ||
| Q2 24 | 25.8% | -23.3% | ||
| Q1 24 | 24.0% | -19.3% |
净利率AMEQMCO
| Q4 25 | 19.9% | -37.3% | ||
| Q3 25 | 19.6% | -74.1% | ||
| Q2 25 | 20.2% | -26.8% | ||
| Q1 25 | 20.3% | -12.6% | ||
| Q4 24 | 22.0% | -109.6% | ||
| Q3 24 | 19.9% | -16.9% | ||
| Q2 24 | 19.5% | -27.5% | ||
| Q1 24 | 17.9% | -26.5% |
每股收益（稀释后）AMEQMCO
| Q4 25 | $1.73 | $-2.03 | ||
| Q3 25 | $1.60 | $-3.49 | ||
| Q2 25 | $1.55 | $-1.87 | ||
| Q1 25 | $1.52 | $-0.31 | ||
| Q4 24 | $1.67 | $-15.35 | ||
| Q3 24 | $1.47 | $-2.54 | ||
| Q2 24 | $1.45 | $-4.15 | ||
| Q1 24 | $1.34 | $-5.80 |
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 | $13.2M |
| 总债务越低越好 | $2.3B | $75.9M |
| 股东权益账面价值 | $10.6B | $-184.2M |
| 总资产 | $16.1B | $149.3M |
| 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AMEQMCO
| Q4 25 | $458.0M | $13.2M | ||
| Q3 25 | $439.2M | $14.7M | ||
| Q2 25 | $619.7M | $37.4M | ||
| Q1 25 | $399.0M | $16.5M | ||
| Q4 24 | $374.0M | $20.4M | ||
| Q3 24 | $396.3M | $16.7M | ||
| Q2 24 | $396.6M | $17.3M | ||
| Q1 24 | $373.8M | $25.7M |
总债务AMEQMCO
| Q4 25 | $2.3B | $75.9M | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | $2.1B | $0 | ||
| Q3 24 | — | $123.0M | ||
| Q2 24 | — | $100.9M | ||
| Q1 24 | — | $0 |
股东权益AMEQMCO
| Q4 25 | $10.6B | $-184.2M | ||
| Q3 25 | $10.5B | $-160.5M | ||
| Q2 25 | $10.4B | $-114.4M | ||
| Q1 25 | $10.0B | $-164.4M | ||
| Q4 24 | $9.7B | $-196.6M | ||
| Q3 24 | $9.6B | $-151.1M | ||
| Q2 24 | $9.3B | $-140.3M | ||
| Q1 24 | $9.0B | $-121.5M |
总资产AMEQMCO
| Q4 25 | $16.1B | $149.3M | ||
| Q3 25 | $16.2B | $137.7M | ||
| Q2 25 | $15.3B | $169.2M | ||
| Q1 25 | $14.9B | $155.4M | ||
| Q4 24 | $14.6B | $168.1M | ||
| Q3 24 | $14.8B | $163.1M | ||
| Q2 24 | $14.8B | $173.1M | ||
| Q1 24 | $14.9B | $187.6M |
负债/权益比AMEQMCO
| 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 | $-4.9M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $-5.6M |
| 自由现金流率自由现金流/营收 | 26.4% | -7.5% |
| 资本支出强度资本支出/营收 | 2.9% | 0.9% |
| 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 | $-43.6M |
8季度趋势，按日历期对齐
经营现金流AMEQMCO
| Q4 25 | $584.3M | $-4.9M | ||
| Q3 25 | $440.9M | $-15.6M | ||
| Q2 25 | $359.1M | $-16.9M | ||
| Q1 25 | $417.5M | $-3.3M | ||
| Q4 24 | $550.0M | $-3.2M | ||
| Q3 24 | $487.2M | $-15.3M | ||
| Q2 24 | $381.4M | $-1.9M | ||
| Q1 24 | $410.2M | $10.6M |
自由现金流AMEQMCO
| Q4 25 | $527.3M | $-5.6M | ||
| Q3 25 | $420.0M | $-16.0M | ||
| Q2 25 | $329.8M | $-18.1M | ||
| Q1 25 | $394.5M | $-3.9M | ||
| Q4 24 | $498.3M | $-4.2M | ||
| Q3 24 | $460.9M | $-16.9M | ||
| Q2 24 | $360.0M | $-3.5M | ||
| Q1 24 | $382.6M | $9.7M |
自由现金流率AMEQMCO
| Q4 25 | 26.4% | -7.5% | ||
| Q3 25 | 22.2% | -25.5% | ||
| Q2 25 | 18.5% | -28.1% | ||
| Q1 25 | 22.8% | -6.4% | ||
| Q4 24 | 28.3% | -6.2% | ||
| Q3 24 | 27.0% | -23.5% | ||
| Q2 24 | 20.8% | -4.9% | ||
| Q1 24 | 22.0% | 13.6% |
资本支出强度AMEQMCO
| Q4 25 | 2.9% | 0.9% | ||
| Q3 25 | 1.1% | 0.7% | ||
| Q2 25 | 1.6% | 1.9% | ||
| Q1 25 | 1.3% | 1.0% | ||
| Q4 24 | 2.9% | 1.6% | ||
| Q3 24 | 1.5% | 2.2% | ||
| Q2 24 | 1.2% | 2.2% | ||
| Q1 24 | 1.6% | 1.2% |
现金转化率AMEQMCO
| Q4 25 | 1.47× | — | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.42× | — | ||
| Q3 24 | 1.43× | — | ||
| Q2 24 | 1.13× | — | ||
| 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% |
QMCO
| Secondary Storage Systems | $30.6M | 41% |
| Service And Subscriptions | $26.5M | 36% |
| Primary Storage Systems | $10.1M | 14% |
| Subscriptions | $4.4M | 6% |
| Royalty | $1.6M | 2% |
