vs
Ametek（AME）与Rocket Lab Corp（RKLB）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Rocket Lab Corp的11.1倍（$2.0B vs $179.7M）。Ametek净利率更高（19.9% vs -29.5%，领先49.4%）。Rocket Lab Corp同比增速更快（35.7% vs 13.4%）。Ametek自由现金流更多（$527.3M vs $-114.2M）。过去两年Rocket Lab Corp的营收复合增速更高（39.2% vs 7.3%）
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。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商，旗下Electron轨道火箭主打小型卫星发射，截至2026年1月已成功完成超75次任务，是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台，下一代可复用中型运载火箭Neutron目前也在研发中。
AME vs RKLB — 直观对比
营收规模更大
AME
是对方的11.1倍
$179.7M
营收增速更快
RKLB
高出22.3%
13.4%
净利率更高
AME
高出49.4%
-29.5%
自由现金流更多
AME
多$641.5M
$-114.2M
两年增速更快
RKLB
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $179.7M |
| 净利润 | $398.6M | $-52.9M |
| 毛利率 | 36.0% | 38.0% |
| 营业利润率 | 25.3% | -28.4% |
| 净利率 | 19.9% | -29.5% |
| 营收同比 | 13.4% | 35.7% |
| 净利润同比 | 2.9% | -1.1% |
| 每股收益（稀释后） | $1.73 | $-0.09 |
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AMERKLB
| Q4 25 | $2.0B | $179.7M | ||
| Q3 25 | $1.9B | $155.1M | ||
| Q2 25 | $1.8B | $144.5M | ||
| Q1 25 | $1.7B | $122.6M | ||
| Q4 24 | $1.8B | $132.4M | ||
| Q3 24 | $1.7B | $104.8M | ||
| Q2 24 | $1.7B | $106.3M | ||
| Q1 24 | $1.7B | $92.8M |
净利润AMERKLB
| Q4 25 | $398.6M | $-52.9M | ||
| Q3 25 | $371.4M | $-18.3M | ||
| Q2 25 | $358.4M | $-66.4M | ||
| Q1 25 | $351.8M | $-60.6M | ||
| Q4 24 | $387.3M | $-52.3M | ||
| Q3 24 | $340.2M | $-51.9M | ||
| Q2 24 | $337.7M | $-41.6M | ||
| Q1 24 | $310.9M | $-44.3M |
毛利率AMERKLB
| Q4 25 | 36.0% | 38.0% | ||
| Q3 25 | 36.3% | 37.0% | ||
| Q2 25 | 35.8% | 32.1% | ||
| Q1 25 | 36.1% | 28.8% | ||
| Q4 24 | 36.6% | 27.8% | ||
| Q3 24 | 36.0% | 26.7% | ||
| Q2 24 | 36.0% | 25.6% | ||
| Q1 24 | 34.1% | 26.1% |
营业利润率AMERKLB
| Q4 25 | 25.3% | -28.4% | ||
| Q3 25 | 25.8% | -38.0% | ||
| Q2 25 | 26.0% | -41.3% | ||
| Q1 25 | 26.3% | -48.3% | ||
| Q4 24 | 26.6% | -38.9% | ||
| Q3 24 | 26.1% | -49.5% | ||
| Q2 24 | 25.8% | -40.7% | ||
| Q1 24 | 24.0% | -46.4% |
净利率AMERKLB
| Q4 25 | 19.9% | -29.5% | ||
| Q3 25 | 19.6% | -11.8% | ||
| Q2 25 | 20.2% | -46.0% | ||
| Q1 25 | 20.3% | -49.5% | ||
| Q4 24 | 22.0% | -39.5% | ||
| Q3 24 | 19.9% | -49.6% | ||
| Q2 24 | 19.5% | -39.2% | ||
| Q1 24 | 17.9% | -47.7% |
每股收益（稀释后）AMERKLB
| Q4 25 | $1.73 | $-0.09 | ||
| Q3 25 | $1.60 | $-0.03 | ||
| Q2 25 | $1.55 | $-0.13 | ||
| Q1 25 | $1.52 | $-0.12 | ||
| Q4 24 | $1.67 | $-0.11 | ||
| Q3 24 | $1.47 | $-0.10 | ||
| Q2 24 | $1.45 | $-0.08 | ||
| Q1 24 | $1.34 | $-0.09 |
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 | $1.0B |
| 总债务越低越好 | $2.3B | $152.4M |
| 股东权益账面价值 | $10.6B | $1.7B |
| 总资产 | $16.1B | $2.3B |
| 负债/权益比越低杠杆越低 | 0.21× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资AMERKLB
| Q4 25 | $458.0M | $1.0B | ||
| Q3 25 | $439.2M | $976.7M | ||
| Q2 25 | $619.7M | $688.1M | ||
| Q1 25 | $399.0M | $428.4M | ||
| Q4 24 | $374.0M | $419.0M | ||
| Q3 24 | $396.3M | $442.4M | ||
| Q2 24 | $396.6M | $496.8M | ||
| Q1 24 | $373.8M | $492.5M |
总债务AMERKLB
| Q4 25 | $2.3B | $152.4M | ||
| Q3 25 | — | $347.0M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $345.9M | ||
| Q4 24 | $2.1B | $345.4M | ||
| Q3 24 | — | $61.2M | ||
| Q2 24 | — | $64.2M | ||
| Q1 24 | — | $66.8M |
股东权益AMERKLB
| Q4 25 | $10.6B | $1.7B | ||
| Q3 25 | $10.5B | $1.3B | ||
| Q2 25 | $10.4B | $688.5M | ||
| Q1 25 | $10.0B | $431.3M | ||
| Q4 24 | $9.7B | $382.5M | ||
| Q3 24 | $9.6B | $419.8M | ||
| Q2 24 | $9.3B | $455.2M | ||
| Q1 24 | $9.0B | $478.9M |
总资产AMERKLB
| Q4 25 | $16.1B | $2.3B | ||
| Q3 25 | $16.2B | $2.2B | ||
| Q2 25 | $15.3B | $1.6B | ||
| Q1 25 | $14.9B | $1.3B | ||
| Q4 24 | $14.6B | $1.2B | ||
| Q3 24 | $14.8B | $1.2B | ||
| Q2 24 | $14.8B | $1.2B | ||
| Q1 24 | $14.9B | $1.2B |
负债/权益比AMERKLB
| Q4 25 | 0.21× | 0.09× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | 0.22× | 0.90× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.14× |
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 | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $-114.2M |
| 自由现金流率自由现金流/营收 | 26.4% | -63.6% |
| 资本支出强度资本支出/营收 | 2.9% | 27.6% |
| 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 | $-321.8M |
8季度趋势，按日历期对齐
经营现金流AMERKLB
| Q4 25 | $584.3M | $-64.5M | ||
| Q3 25 | $440.9M | $-23.5M | ||
| Q2 25 | $359.1M | $-23.2M | ||
| Q1 25 | $417.5M | $-54.2M | ||
| Q4 24 | $550.0M | $-2.4M | ||
| Q3 24 | $487.2M | $-30.9M | ||
| Q2 24 | $381.4M | $-13.0M | ||
| Q1 24 | $410.2M | $-2.6M |
自由现金流AMERKLB
| Q4 25 | $527.3M | $-114.2M | ||
| Q3 25 | $420.0M | $-69.4M | ||
| Q2 25 | $329.8M | $-55.3M | ||
| Q1 25 | $394.5M | $-82.9M | ||
| Q4 24 | $498.3M | $-23.9M | ||
| Q3 24 | $460.9M | $-41.9M | ||
| Q2 24 | $360.0M | $-28.3M | ||
| Q1 24 | $382.6M | $-21.8M |
自由现金流率AMERKLB
| Q4 25 | 26.4% | -63.6% | ||
| Q3 25 | 22.2% | -44.8% | ||
| Q2 25 | 18.5% | -38.3% | ||
| Q1 25 | 22.8% | -67.6% | ||
| Q4 24 | 28.3% | -18.1% | ||
| Q3 24 | 27.0% | -40.0% | ||
| Q2 24 | 20.8% | -26.7% | ||
| Q1 24 | 22.0% | -23.5% |
资本支出强度AMERKLB
| Q4 25 | 2.9% | 27.6% | ||
| Q3 25 | 1.1% | 29.6% | ||
| Q2 25 | 1.6% | 22.2% | ||
| Q1 25 | 1.3% | 23.4% | ||
| Q4 24 | 2.9% | 16.3% | ||
| Q3 24 | 1.5% | 10.5% | ||
| Q2 24 | 1.2% | 14.4% | ||
| Q1 24 | 1.6% | 20.7% |
现金转化率AMERKLB
| 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% |
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |
