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Ametek（AME）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
Ametek的季度营收约是瑞思迈的1.4倍（$2.0B vs $1.4B），瑞思迈净利率更高（27.6% vs 19.9%，领先7.6%），Ametek同比增速更快（13.4% vs 11.0%），过去两年瑞思迈的营收复合增速更高（7.9% 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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
AME vs RMD — 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
AME
高出2.5%
11.0%
净利率更高
RMD
高出7.6%
19.9%
两年增速更快
RMD
近两年复合增速
7.3%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.4B |
| 净利润 | $398.6M | $392.6M |
| 毛利率 | 36.0% | 61.8% |
| 营业利润率 | 25.3% | 34.6% |
| 净利率 | 19.9% | 27.6% |
| 营收同比 | 13.4% | 11.0% |
| 净利润同比 | 2.9% | 13.9% |
| 每股收益（稀释后） | $1.73 | $2.68 |
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AMERMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $1.9B | $1.3B | ||
| Q2 25 | $1.8B | $1.3B | ||
| Q1 25 | $1.7B | $1.3B | ||
| Q4 24 | $1.8B | $1.3B | ||
| Q3 24 | $1.7B | $1.2B | ||
| Q2 24 | $1.7B | $1.2B |
净利润AMERMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $398.6M | $392.6M | ||
| Q3 25 | $371.4M | $348.5M | ||
| Q2 25 | $358.4M | $379.7M | ||
| Q1 25 | $351.8M | $365.0M | ||
| Q4 24 | $387.3M | $344.6M | ||
| Q3 24 | $340.2M | $311.4M | ||
| Q2 24 | $337.7M | $292.2M |
毛利率AMERMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | 36.0% | 61.8% | ||
| Q3 25 | 36.3% | 61.5% | ||
| Q2 25 | 35.8% | 60.8% | ||
| Q1 25 | 36.1% | 59.3% | ||
| Q4 24 | 36.6% | 58.6% | ||
| Q3 24 | 36.0% | 58.6% | ||
| Q2 24 | 36.0% | 58.5% |
营业利润率AMERMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 25.3% | 34.6% | ||
| Q3 25 | 25.8% | 33.4% | ||
| Q2 25 | 26.0% | 33.7% | ||
| Q1 25 | 26.3% | 33.0% | ||
| Q4 24 | 26.6% | 32.5% | ||
| Q3 24 | 26.1% | 31.6% | ||
| Q2 24 | 25.8% | 31.2% |
净利率AMERMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 19.9% | 27.6% | ||
| Q3 25 | 19.6% | 26.1% | ||
| Q2 25 | 20.2% | 28.2% | ||
| Q1 25 | 20.3% | 28.3% | ||
| Q4 24 | 22.0% | 26.9% | ||
| Q3 24 | 19.9% | 25.4% | ||
| Q2 24 | 19.5% | 23.9% |
每股收益（稀释后）AMERMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $1.73 | $2.68 | ||
| Q3 25 | $1.60 | $2.37 | ||
| Q2 25 | $1.55 | $2.58 | ||
| Q1 25 | $1.52 | $2.48 | ||
| Q4 24 | $1.67 | $2.34 | ||
| Q3 24 | $1.47 | $2.11 | ||
| Q2 24 | $1.45 | $1.97 |
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 | $1.4B |
| 总债务越低越好 | $2.3B | $663.8M |
| 股东权益账面价值 | $10.6B | $6.3B |
| 总资产 | $16.1B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.21× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资AMERMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $458.0M | $1.4B | ||
| Q3 25 | $439.2M | $1.4B | ||
| Q2 25 | $619.7M | $1.2B | ||
| Q1 25 | $399.0M | $932.7M | ||
| Q4 24 | $374.0M | $521.9M | ||
| Q3 24 | $396.3M | $426.4M | ||
| Q2 24 | $396.6M | $238.4M |
总债务AMERMD
| Q2 26 | — | $663.8M | ||
| Q4 25 | $2.3B | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | $2.1B | $662.9M | ||
| Q3 24 | — | $667.6M | ||
| Q2 24 | — | $697.3M |
股东权益AMERMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $10.6B | $6.3B | ||
| Q3 25 | $10.5B | $6.1B | ||
| Q2 25 | $10.4B | $6.0B | ||
| Q1 25 | $10.0B | $5.5B | ||
| Q4 24 | $9.7B | $5.3B | ||
| Q3 24 | $9.6B | $5.2B | ||
| Q2 24 | $9.3B | $4.9B |
总资产AMERMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $16.1B | $8.5B | ||
| Q3 25 | $16.2B | $8.3B | ||
| Q2 25 | $15.3B | $8.2B | ||
| Q1 25 | $14.9B | $7.6B | ||
| Q4 24 | $14.6B | $7.1B | ||
| Q3 24 | $14.8B | $7.2B | ||
| Q2 24 | $14.8B | $6.9B |
负债/权益比AMERMD
| Q2 26 | — | 0.11× | ||
| Q4 25 | 0.21× | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | 0.22× | 0.13× | ||
| Q3 24 | — | 0.13× | ||
| Q2 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 | — |
| 自由现金流经营现金流 - 资本支出 | $527.3M | — |
| 自由现金流率自由现金流/营收 | 26.4% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AMERMD
| Q2 26 | — | — | ||
| Q4 25 | $584.3M | $339.7M | ||
| Q3 25 | $440.9M | $457.3M | ||
| Q2 25 | $359.1M | $538.8M | ||
| Q1 25 | $417.5M | $578.7M | ||
| Q4 24 | $550.0M | $308.6M | ||
| Q3 24 | $487.2M | $325.5M | ||
| Q2 24 | $381.4M | $440.1M |
自由现金流AMERMD
| Q2 26 | — | — | ||
| Q4 25 | $527.3M | $311.2M | ||
| Q3 25 | $420.0M | $414.4M | ||
| Q2 25 | $329.8M | $508.2M | ||
| Q1 25 | $394.5M | $557.9M | ||
| Q4 24 | $498.3M | $288.0M | ||
| Q3 24 | $460.9M | $307.7M | ||
| Q2 24 | $360.0M | $415.2M |
自由现金流率AMERMD
| Q2 26 | — | — | ||
| Q4 25 | 26.4% | 21.9% | ||
| Q3 25 | 22.2% | 31.0% | ||
| Q2 25 | 18.5% | 37.7% | ||
| Q1 25 | 22.8% | 43.2% | ||
| Q4 24 | 28.3% | 22.5% | ||
| Q3 24 | 27.0% | 25.1% | ||
| Q2 24 | 20.8% | 33.9% |
资本支出强度AMERMD
| Q2 26 | — | — | ||
| Q4 25 | 2.9% | 2.0% | ||
| Q3 25 | 1.1% | 3.2% | ||
| Q2 25 | 1.6% | 2.3% | ||
| Q1 25 | 1.3% | 1.6% | ||
| Q4 24 | 2.9% | 1.6% | ||
| Q3 24 | 1.5% | 1.5% | ||
| Q2 24 | 1.2% | 2.0% |
现金转化率AMERMD
| Q2 26 | — | — | ||
| Q4 25 | 1.47× | 0.87× | ||
| Q3 25 | 1.19× | 1.31× | ||
| Q2 25 | 1.00× | 1.42× | ||
| Q1 25 | 1.19× | 1.59× | ||
| Q4 24 | 1.42× | 0.90× | ||
| Q3 24 | 1.43× | 1.05× | ||
| Q2 24 | 1.13× | 1.51× |
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% |
RMD
暂无分部数据
