vs
Ametek（AME）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
Ametek的季度营收约是罗布乐思的1.4倍（$1.9B vs $1.4B），Ametek净利率更高（20.7% vs -22.3%，领先43.0%），罗布乐思同比增速更快（43.2% vs 11.3%），过去两年罗布乐思的营收复合增速更高（32.9% vs 5.4%）
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。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
AME vs RBLX — 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
RBLX
高出31.9%
11.3%
净利率更高
AME
高出43.0%
-22.3%
两年增速更快
RBLX
近两年复合增速
5.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.4B |
| 净利润 | $399.4M | $-316.0M |
| 毛利率 | 37.2% | 77.7% |
| 营业利润率 | 26.7% | -25.3% |
| 净利率 | 20.7% | -22.3% |
| 营收同比 | 11.3% | 43.2% |
| 净利润同比 | 13.5% | -43.9% |
| 每股收益（稀释后） | $1.74 | $-0.44 |
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AMERBLX
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $1.9B | $1.4B | ||
| Q2 25 | $1.8B | $1.1B | ||
| Q1 25 | $1.7B | $1.0B | ||
| Q4 24 | $1.8B | $988.2M | ||
| Q3 24 | $1.7B | $919.0M | ||
| Q2 24 | $1.7B | $893.5M |
净利润AMERBLX
| Q1 26 | $399.4M | — | ||
| Q4 25 | $398.6M | $-316.0M | ||
| Q3 25 | $371.4M | $-255.6M | ||
| Q2 25 | $358.4M | $-278.4M | ||
| Q1 25 | $351.8M | $-215.1M | ||
| Q4 24 | $387.3M | $-219.6M | ||
| Q3 24 | $340.2M | $-239.3M | ||
| Q2 24 | $337.7M | $-205.9M |
毛利率AMERBLX
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.0% | 77.7% | ||
| Q3 25 | 36.3% | 78.2% | ||
| Q2 25 | 35.8% | 78.2% | ||
| Q1 25 | 36.1% | 78.3% | ||
| Q4 24 | 36.6% | 77.9% | ||
| Q3 24 | 36.0% | 77.7% | ||
| Q2 24 | 36.0% | 77.8% |
营业利润率AMERBLX
| Q1 26 | 26.7% | — | ||
| Q4 25 | 25.3% | -25.3% | ||
| Q3 25 | 25.8% | -21.8% | ||
| Q2 25 | 26.0% | -29.8% | ||
| Q1 25 | 26.3% | -24.6% | ||
| Q4 24 | 26.6% | -24.7% | ||
| Q3 24 | 26.1% | -30.4% | ||
| Q2 24 | 25.8% | -26.6% |
净利率AMERBLX
| Q1 26 | 20.7% | — | ||
| Q4 25 | 19.9% | -22.3% | ||
| Q3 25 | 19.6% | -18.8% | ||
| Q2 25 | 20.2% | -25.8% | ||
| Q1 25 | 20.3% | -20.8% | ||
| Q4 24 | 22.0% | -22.2% | ||
| Q3 24 | 19.9% | -26.0% | ||
| Q2 24 | 19.5% | -23.0% |
每股收益（稀释后）AMERBLX
| Q1 26 | $1.74 | — | ||
| Q4 25 | $1.73 | $-0.44 | ||
| Q3 25 | $1.60 | $-0.37 | ||
| Q2 25 | $1.55 | $-0.41 | ||
| Q1 25 | $1.52 | $-0.32 | ||
| Q4 24 | $1.67 | $-0.32 | ||
| Q3 24 | $1.47 | $-0.37 | ||
| Q2 24 | $1.45 | $-0.32 |
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 | $3.1B |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $10.9B | $394.5M |
| 总资产 | $16.3B | $9.6B |
| 负债/权益比越低杠杆越低 | — | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资AMERBLX
| Q1 26 | $481.3M | — | ||
| Q4 25 | $458.0M | $3.1B | ||
| Q3 25 | $439.2M | $2.9B | ||
| Q2 25 | $619.7M | $2.6B | ||
| Q1 25 | $399.0M | $2.7B | ||
| Q4 24 | $374.0M | $2.4B | ||
| Q3 24 | $396.3M | $2.3B | ||
| Q2 24 | $396.6M | $2.4B |
总债务AMERBLX
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMERBLX
| Q1 26 | $10.9B | — | ||
| Q4 25 | $10.6B | $394.5M | ||
| Q3 25 | $10.5B | $407.6M | ||
| Q2 25 | $10.4B | $353.2M | ||
| Q1 25 | $10.0B | $310.7M | ||
| Q4 24 | $9.7B | $221.4M | ||
| Q3 24 | $9.6B | $189.9M | ||
| Q2 24 | $9.3B | $121.5M |
总资产AMERBLX
| Q1 26 | $16.3B | — | ||
| Q4 25 | $16.1B | $9.6B | ||
| Q3 25 | $16.2B | $8.6B | ||
| Q2 25 | $15.3B | $7.8B | ||
| Q1 25 | $14.9B | $7.5B | ||
| Q4 24 | $14.6B | $7.2B | ||
| Q3 24 | $14.8B | $6.7B | ||
| Q2 24 | $14.8B | $6.5B |
负债/权益比AMERBLX
| Q1 26 | — | — | ||
| Q4 25 | 0.21× | 2.98× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | 5.48× | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $607.0M |
| 自由现金流经营现金流 - 资本支出 | — | $308.6M |
| 自由现金流率自由现金流/营收 | — | 21.8% |
| 资本支出强度资本支出/营收 | — | 21.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流AMERBLX
| Q1 26 | — | — | ||
| Q4 25 | $584.3M | $607.0M | ||
| Q3 25 | $440.9M | $546.2M | ||
| Q2 25 | $359.1M | $199.3M | ||
| Q1 25 | $417.5M | $443.9M | ||
| Q4 24 | $550.0M | $184.5M | ||
| Q3 24 | $487.2M | $247.4M | ||
| Q2 24 | $381.4M | $151.4M |
自由现金流AMERBLX
| Q1 26 | — | — | ||
| Q4 25 | $527.3M | $308.6M | ||
| Q3 25 | $420.0M | $443.6M | ||
| Q2 25 | $329.8M | $176.7M | ||
| Q1 25 | $394.5M | $426.5M | ||
| Q4 24 | $498.3M | $120.6M | ||
| Q3 24 | $460.9M | $218.0M | ||
| Q2 24 | $360.0M | $111.7M |
自由现金流率AMERBLX
| Q1 26 | — | — | ||
| Q4 25 | 26.4% | 21.8% | ||
| Q3 25 | 22.2% | 32.6% | ||
| Q2 25 | 18.5% | 16.3% | ||
| Q1 25 | 22.8% | 41.2% | ||
| Q4 24 | 28.3% | 12.2% | ||
| Q3 24 | 27.0% | 23.7% | ||
| Q2 24 | 20.8% | 12.5% |
资本支出强度AMERBLX
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 21.1% | ||
| Q3 25 | 1.1% | 7.5% | ||
| Q2 25 | 1.6% | 2.1% | ||
| Q1 25 | 1.3% | 1.7% | ||
| Q4 24 | 2.9% | 6.5% | ||
| Q3 24 | 1.5% | 3.2% | ||
| Q2 24 | 1.2% | 4.4% |
现金转化率AMERBLX
| Q1 26 | — | — | ||
| 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× | — |
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% |
RBLX
暂无分部数据
