vs
Ametek(AME)与FreightCar America, Inc.(RAIL)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FreightCar America, Inc.的15.9倍($2.0B vs $125.5M)。Ametek净利率更高(19.9% vs -13.2%,领先33.2%)。Ametek同比增速更快(13.4% vs -8.8%)。Ametek自由现金流更多($527.3M vs $8.8M)。过去两年Ametek的营收复合增速更高(7.3% vs -11.7%)
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。
货运车美国公司是铁路行业货运车厢制造商,全球约有2000名雇员,核心生产基地设在墨西哥卡斯塔诺斯,厂区面积达70万平方英尺。此外,公司总部设于芝加哥,在宾夕法尼亚州约翰斯顿设有工程与零部件厂区,主要为铁路领域提供专业货运车厢产品。
AME vs RAIL — 直观对比
营收规模更大
AME
是对方的15.9倍
$125.5M
营收增速更快
AME
高出22.3%
-8.8%
净利率更高
AME
高出33.2%
-13.2%
自由现金流更多
AME
多$518.5M
$8.8M
两年增速更快
AME
近两年复合增速
-11.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $125.5M |
| 净利润 | $398.6M | $-16.6M |
| 毛利率 | 36.0% | 13.4% |
| 营业利润率 | 25.3% | 6.2% |
| 净利率 | 19.9% | -13.2% |
| 营收同比 | 13.4% | -8.8% |
| 净利润同比 | 2.9% | -147.9% |
| 每股收益(稀释后) | $1.73 | $-0.54 |
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
RAIL
| Q4 25 | $2.0B | $125.5M | ||
| Q3 25 | $1.9B | $160.4M | ||
| Q2 25 | $1.8B | $118.5M | ||
| Q1 25 | $1.7B | $96.2M | ||
| Q4 24 | $1.8B | $137.6M | ||
| Q3 24 | $1.7B | $113.2M | ||
| Q2 24 | $1.7B | $146.0M | ||
| Q1 24 | $1.7B | $160.9M |
净利润
AME
RAIL
| Q4 25 | $398.6M | $-16.6M | ||
| Q3 25 | $371.4M | $-7.4M | ||
| Q2 25 | $358.4M | $11.7M | ||
| Q1 25 | $351.8M | $50.4M | ||
| Q4 24 | $387.3M | $34.6M | ||
| Q3 24 | $340.2M | $-107.0M | ||
| Q2 24 | $337.7M | $8.2M | ||
| Q1 24 | $310.9M | $-11.6M |
毛利率
AME
RAIL
| Q4 25 | 36.0% | 13.4% | ||
| Q3 25 | 36.3% | 15.1% | ||
| Q2 25 | 35.8% | 15.0% | ||
| Q1 25 | 36.1% | 15.0% | ||
| Q4 24 | 36.6% | 15.3% | ||
| Q3 24 | 36.0% | 14.3% | ||
| Q2 24 | 36.0% | 12.6% | ||
| Q1 24 | 34.1% | 7.1% |
营业利润率
AME
RAIL
| Q4 25 | 25.3% | 6.2% | ||
| Q3 25 | 25.8% | 9.1% | ||
| Q2 25 | 26.0% | 6.5% | ||
| Q1 25 | 26.3% | 4.0% | ||
| Q4 24 | 26.6% | 8.5% | ||
| Q3 24 | 26.1% | 7.6% | ||
| Q2 24 | 25.8% | 9.0% | ||
| Q1 24 | 24.0% | 2.4% |
净利率
AME
RAIL
| Q4 25 | 19.9% | -13.2% | ||
| Q3 25 | 19.6% | -4.6% | ||
| Q2 25 | 20.2% | 9.9% | ||
| Q1 25 | 20.3% | 52.4% | ||
| Q4 24 | 22.0% | 25.2% | ||
| Q3 24 | 19.9% | -94.6% | ||
| Q2 24 | 19.5% | 5.6% | ||
| Q1 24 | 17.9% | -7.2% |
每股收益(稀释后)
AME
RAIL
| Q4 25 | $1.73 | $-0.54 | ||
| Q3 25 | $1.60 | $-0.23 | ||
| Q2 25 | $1.55 | $0.34 | ||
| Q1 25 | $1.52 | $1.52 | ||
| Q4 24 | $1.67 | $0.88 | ||
| Q3 24 | $1.47 | $-3.57 | ||
| Q2 24 | $1.45 | $0.11 | ||
| Q1 24 | $1.34 | $-0.54 |
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 | — |
| 总债务越低越好 | $2.3B | $107.2M |
| 股东权益账面价值 | $10.6B | $-107.4M |
| 总资产 | $16.1B | $290.0M |
| 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
AME
RAIL
| Q4 25 | $458.0M | — | ||
| Q3 25 | $439.2M | — | ||
| Q2 25 | $619.7M | — | ||
| Q1 25 | $399.0M | — | ||
| Q4 24 | $374.0M | — | ||
| Q3 24 | $396.3M | — | ||
| Q2 24 | $396.6M | — | ||
| Q1 24 | $373.8M | — |
总债务
AME
RAIL
| Q4 25 | $2.3B | $107.2M | ||
| Q3 25 | — | $107.6M | ||
| Q2 25 | — | $107.9M | ||
| Q1 25 | — | $108.2M | ||
| Q4 24 | $2.1B | $108.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
AME
RAIL
| Q4 25 | $10.6B | $-107.4M | ||
| Q3 25 | $10.5B | $-90.9M | ||
| Q2 25 | $10.4B | $-83.5M | ||
| Q1 25 | $10.0B | $-97.4M | ||
| Q4 24 | $9.7B | $-150.3M | ||
| Q3 24 | $9.6B | $-156.3M | ||
| Q2 24 | $9.3B | $-48.8M | ||
| Q1 24 | $9.0B | $-57.0M |
总资产
AME
RAIL
| Q4 25 | $16.1B | $290.0M | ||
| Q3 25 | $16.2B | $340.8M | ||
| Q2 25 | $15.3B | $328.1M | ||
| Q1 25 | $14.9B | $250.5M | ||
| Q4 24 | $14.6B | $224.2M | ||
| Q3 24 | $14.8B | $245.9M | ||
| Q2 24 | $14.8B | $207.2M | ||
| Q1 24 | $14.9B | $248.7M |
负债/权益比
AME
RAIL
| 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 | $10.0M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $8.8M |
| 自由现金流率自由现金流/营收 | 26.4% | 7.0% |
| 资本支出强度资本支出/营收 | 2.9% | 1.0% |
| 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 | $31.4M |
8季度趋势,按日历期对齐
经营现金流
AME
RAIL
| Q4 25 | $584.3M | $10.0M | ||
| Q3 25 | $440.9M | $3.4M | ||
| Q2 25 | $359.1M | $8.5M | ||
| Q1 25 | $417.5M | $12.8M | ||
| Q4 24 | $550.0M | $5.9M | ||
| Q3 24 | $487.2M | $7.2M | ||
| Q2 24 | $381.4M | $57.2M | ||
| Q1 24 | $410.2M | $-25.3M |
自由现金流
AME
RAIL
| Q4 25 | $527.3M | $8.8M | ||
| Q3 25 | $420.0M | $2.2M | ||
| Q2 25 | $329.8M | $7.9M | ||
| Q1 25 | $394.5M | $12.5M | ||
| Q4 24 | $498.3M | $4.6M | ||
| Q3 24 | $460.9M | $5.7M | ||
| Q2 24 | $360.0M | $55.9M | ||
| Q1 24 | $382.6M | $-26.3M |
自由现金流率
AME
RAIL
| Q4 25 | 26.4% | 7.0% | ||
| Q3 25 | 22.2% | 1.4% | ||
| Q2 25 | 18.5% | 6.7% | ||
| Q1 25 | 22.8% | 13.0% | ||
| Q4 24 | 28.3% | 3.3% | ||
| Q3 24 | 27.0% | 5.0% | ||
| Q2 24 | 20.8% | 38.3% | ||
| Q1 24 | 22.0% | -16.3% |
资本支出强度
AME
RAIL
| Q4 25 | 2.9% | 1.0% | ||
| Q3 25 | 1.1% | 0.7% | ||
| Q2 25 | 1.6% | 0.5% | ||
| Q1 25 | 1.3% | 0.3% | ||
| Q4 24 | 2.9% | 0.9% | ||
| Q3 24 | 1.5% | 1.3% | ||
| Q2 24 | 1.2% | 0.9% | ||
| Q1 24 | 1.6% | 0.6% |
现金转化率
AME
RAIL
| Q4 25 | 1.47× | — | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 1.00× | 0.73× | ||
| Q1 25 | 1.19× | 0.25× | ||
| Q4 24 | 1.42× | 0.17× | ||
| Q3 24 | 1.43× | — | ||
| Q2 24 | 1.13× | 6.99× | ||
| 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% |
RAIL
| Railcar Sales | $118.9M | 95% |
| Aftermarket Sales | $6.6M | 5% |