vs
Ametek（AME）与Rocket Companies, Inc.（RKT）财务数据对比。点击上方公司名可切换其他公司
Rocket Companies, Inc.的季度营收约是Ametek的1.4倍（$2.7B vs $1.9B），Ametek净利率更高（20.7% vs 2.5%，领先18.2%），Rocket Companies, Inc.同比增速更快（52.2% vs 11.3%），过去两年Rocket Companies, Inc.的营收复合增速更高（39.5% 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。
Rocket Companies, Inc.是美国金融科技及住房服务企业，由丹·吉尔伯特创立，总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列，旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
AME vs RKT — 直观对比
营收规模更大
RKT
是对方的1.4倍
$1.9B
营收增速更快
RKT
高出40.8%
11.3%
净利率更高
AME
高出18.2%
2.5%
两年增速更快
RKT
近两年复合增速
5.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $2.7B |
| 净利润 | $399.4M | $68.0M |
| 毛利率 | 37.2% | — |
| 营业利润率 | 26.7% | 6.3% |
| 净利率 | 20.7% | 2.5% |
| 营收同比 | 11.3% | 52.2% |
| 净利润同比 | 13.5% | 100.8% |
| 每股收益（稀释后） | $1.74 | $0.10 |
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AMERKT
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $2.7B | ||
| Q3 25 | $1.9B | $1.6B | ||
| Q2 25 | $1.8B | $1.4B | ||
| Q1 25 | $1.7B | $1.0B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.7B | $646.9M | ||
| Q2 24 | $1.7B | $1.3B |
净利润AMERKT
| Q1 26 | $399.4M | — | ||
| Q4 25 | $398.6M | $68.0M | ||
| Q3 25 | $371.4M | $-123.9M | ||
| Q2 25 | $358.4M | $-1.8M | ||
| Q1 25 | $351.8M | $-10.4M | ||
| Q4 24 | $387.3M | $33.9M | ||
| Q3 24 | $340.2M | $-22.0M | ||
| Q2 24 | $337.7M | $1.3M |
毛利率AMERKT
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.0% | — | ||
| Q3 25 | 36.3% | — | ||
| Q2 25 | 35.8% | — | ||
| Q1 25 | 36.1% | — | ||
| Q4 24 | 36.6% | 58.9% | ||
| Q3 24 | 36.0% | -8.4% | ||
| Q2 24 | 36.0% | 47.4% |
营业利润率AMERKT
| Q1 26 | 26.7% | — | ||
| Q4 25 | 25.3% | 6.3% | ||
| Q3 25 | 25.8% | -11.5% | ||
| Q2 25 | 26.0% | 1.8% | ||
| Q1 25 | 26.3% | -21.5% | ||
| Q4 24 | 26.6% | 38.1% | ||
| Q3 24 | 26.1% | -76.9% | ||
| Q2 24 | 25.8% | 14.8% |
净利率AMERKT
| Q1 26 | 20.7% | — | ||
| Q4 25 | 19.9% | 2.5% | ||
| Q3 25 | 19.6% | -7.7% | ||
| Q2 25 | 20.2% | -0.1% | ||
| Q1 25 | 20.3% | -1.0% | ||
| Q4 24 | 22.0% | 1.9% | ||
| Q3 24 | 19.9% | -3.4% | ||
| Q2 24 | 19.5% | 0.1% |
每股收益（稀释后）AMERKT
| Q1 26 | $1.74 | — | ||
| Q4 25 | $1.73 | $0.10 | ||
| Q3 25 | $1.60 | $-0.06 | ||
| Q2 25 | $1.55 | $-0.01 | ||
| Q1 25 | $1.52 | $-0.08 | ||
| Q4 24 | $1.67 | $0.28 | ||
| Q3 24 | $1.47 | $-0.19 | ||
| Q2 24 | $1.45 | $0.01 |
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 | $2.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.9B | $22.9B |
| 总资产 | $16.3B | $60.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AMERKT
| Q1 26 | $481.3M | — | ||
| Q4 25 | $458.0M | $2.7B | ||
| Q3 25 | $439.2M | $5.8B | ||
| Q2 25 | $619.7M | $5.1B | ||
| Q1 25 | $399.0M | $1.4B | ||
| Q4 24 | $374.0M | $1.3B | ||
| Q3 24 | $396.3M | $1.2B | ||
| Q2 24 | $396.6M | $1.3B |
总债务AMERKT
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMERKT
| Q1 26 | $10.9B | — | ||
| Q4 25 | $10.6B | $22.9B | ||
| Q3 25 | $10.5B | $8.9B | ||
| Q2 25 | $10.4B | $7.4B | ||
| Q1 25 | $10.0B | $8.6B | ||
| Q4 24 | $9.7B | $9.0B | ||
| Q3 24 | $9.6B | $8.4B | ||
| Q2 24 | $9.3B | $8.8B |
总资产AMERKT
| Q1 26 | $16.3B | — | ||
| Q4 25 | $16.1B | $60.7B | ||
| Q3 25 | $16.2B | $33.6B | ||
| Q2 25 | $15.3B | $30.4B | ||
| Q1 25 | $14.9B | $25.3B | ||
| Q4 24 | $14.6B | $24.5B | ||
| Q3 24 | $14.8B | $25.1B | ||
| Q2 24 | $14.8B | $23.6B |
负债/权益比AMERKT
| Q1 26 | — | — | ||
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | — | ||
| 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 | — | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | — | $-1.3B |
| 自由现金流率自由现金流/营收 | — | -47.2% |
| 资本支出强度资本支出/营收 | — | 1.5% |
| 现金转化率经营现金流/净利润 | — | -18.08× |
| 过去12个月自由现金流最近4个季度 | — | $-4.0B |
8季度趋势，按日历期对齐
经营现金流AMERKT
| Q1 26 | — | — | ||
| Q4 25 | $584.3M | $-1.2B | ||
| Q3 25 | $440.9M | $-50.3M | ||
| Q2 25 | $359.1M | $-1.9B | ||
| Q1 25 | $417.5M | $-797.0M | ||
| Q4 24 | $550.0M | $1.8B | ||
| Q3 24 | $487.2M | $-1.3B | ||
| Q2 24 | $381.4M | $-122.3M |
自由现金流AMERKT
| Q1 26 | — | — | ||
| Q4 25 | $527.3M | $-1.3B | ||
| Q3 25 | $420.0M | $-71.8M | ||
| Q2 25 | $329.8M | $-1.9B | ||
| Q1 25 | $394.5M | $-811.0M | ||
| Q4 24 | $498.3M | $1.8B | ||
| Q3 24 | $460.9M | $-1.4B | ||
| Q2 24 | $360.0M | $-138.3M |
自由现金流率AMERKT
| Q1 26 | — | — | ||
| Q4 25 | 26.4% | -47.2% | ||
| Q3 25 | 22.2% | -4.5% | ||
| Q2 25 | 18.5% | -137.2% | ||
| Q1 25 | 22.8% | -78.2% | ||
| Q4 24 | 28.3% | 103.1% | ||
| Q3 24 | 27.0% | -209.6% | ||
| Q2 24 | 20.8% | -10.6% |
资本支出强度AMERKT
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 1.5% | ||
| Q3 25 | 1.1% | 1.3% | ||
| Q2 25 | 1.6% | 1.1% | ||
| Q1 25 | 1.3% | 1.4% | ||
| Q4 24 | 2.9% | 1.1% | ||
| Q3 24 | 1.5% | 2.9% | ||
| Q2 24 | 1.2% | 1.2% |
现金转化率AMERKT
| Q1 26 | — | — | ||
| Q4 25 | 1.47× | -18.08× | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.42× | 54.42× | ||
| Q3 24 | 1.43× | — | ||
| Q2 24 | 1.13× | -94.46× |
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% |
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |
