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Ametek（AME）与RPM INTERNATIONAL INC（RPM）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RPM INTERNATIONAL INC的1.0倍（$2.0B vs $1.9B），Ametek净利率更高（19.9% vs 8.4%，领先11.5%），Ametek同比增速更快（13.4% vs 3.5%），Ametek自由现金流更多（$527.3M vs $296.4M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
AME vs RPM — 直观对比
营收规模更大
AME
是对方的1.0倍
$1.9B
营收增速更快
AME
高出9.9%
3.5%
净利率更高
AME
高出11.5%
8.4%
自由现金流更多
AME
多$230.9M
$296.4M
两年增速更快
RPM
近两年复合增速
7.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.9B |
| 净利润 | $398.6M | $161.2M |
| 毛利率 | 36.0% | 40.8% |
| 营业利润率 | 25.3% | 11.0% |
| 净利率 | 19.9% | 8.4% |
| 营收同比 | 13.4% | 3.5% |
| 净利润同比 | 2.9% | -12.0% |
| 每股收益（稀释后） | $1.73 | $1.26 |
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AMERPM
| Q4 25 | $2.0B | $1.9B | ||
| Q3 25 | $1.9B | $2.1B | ||
| Q2 25 | $1.8B | $2.1B | ||
| Q1 25 | $1.7B | $1.5B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.7B | $2.0B | ||
| Q2 24 | $1.7B | $2.0B | ||
| Q1 24 | $1.7B | $1.5B |
净利润AMERPM
| Q4 25 | $398.6M | $161.2M | ||
| Q3 25 | $371.4M | $227.6M | ||
| Q2 25 | $358.4M | $225.8M | ||
| Q1 25 | $351.8M | $52.0M | ||
| Q4 24 | $387.3M | $183.2M | ||
| Q3 24 | $340.2M | $227.7M | ||
| Q2 24 | $337.7M | $180.6M | ||
| Q1 24 | $310.9M | $61.2M |
毛利率AMERPM
| Q4 25 | 36.0% | 40.8% | ||
| Q3 25 | 36.3% | 42.3% | ||
| Q2 25 | 35.8% | 42.4% | ||
| Q1 25 | 36.1% | 38.4% | ||
| Q4 24 | 36.6% | 41.4% | ||
| Q3 24 | 36.0% | 42.5% | ||
| Q2 24 | 36.0% | 41.4% | ||
| Q1 24 | 34.1% | 39.9% |
营业利润率AMERPM
| Q4 25 | 25.3% | 11.0% | ||
| Q3 25 | 25.8% | 14.1% | ||
| Q2 25 | 26.0% | 11.9% | ||
| Q1 25 | 26.3% | 2.8% | ||
| Q4 24 | 26.6% | 11.5% | ||
| Q3 24 | 26.1% | 14.8% | ||
| Q2 24 | 25.8% | 11.9% | ||
| Q1 24 | 24.0% | 5.5% |
净利率AMERPM
| Q4 25 | 19.9% | 8.4% | ||
| Q3 25 | 19.6% | 10.8% | ||
| Q2 25 | 20.2% | 10.8% | ||
| Q1 25 | 20.3% | 3.5% | ||
| Q4 24 | 22.0% | 9.9% | ||
| Q3 24 | 19.9% | 11.6% | ||
| Q2 24 | 19.5% | 9.0% | ||
| Q1 24 | 17.9% | 4.0% |
每股收益（稀释后）AMERPM
| Q4 25 | $1.73 | $1.26 | ||
| Q3 25 | $1.60 | $1.77 | ||
| Q2 25 | $1.55 | $1.76 | ||
| Q1 25 | $1.52 | $0.40 | ||
| Q4 24 | $1.67 | $1.42 | ||
| Q3 24 | $1.47 | $1.77 | ||
| Q2 24 | $1.45 | $1.40 | ||
| Q1 24 | $1.34 | $0.47 |
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 | $316.6M |
| 总债务越低越好 | $2.3B | $2.5B |
| 股东权益账面价值 | $10.6B | $3.1B |
| 总资产 | $16.1B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.21× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资AMERPM
| Q4 25 | $458.0M | $316.6M | ||
| Q3 25 | $439.2M | $297.1M | ||
| Q2 25 | $619.7M | $302.1M | ||
| Q1 25 | $399.0M | $241.9M | ||
| Q4 24 | $374.0M | $268.7M | ||
| Q3 24 | $396.3M | $231.6M | ||
| Q2 24 | $396.6M | $237.4M | ||
| Q1 24 | $373.8M | $248.9M |
总债务AMERPM
| Q4 25 | $2.3B | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $2.1B | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.2B |
股东权益AMERPM
| Q4 25 | $10.6B | $3.1B | ||
| Q3 25 | $10.5B | $3.1B | ||
| Q2 25 | $10.4B | $2.9B | ||
| Q1 25 | $10.0B | $2.7B | ||
| Q4 24 | $9.7B | $2.7B | ||
| Q3 24 | $9.6B | $2.6B | ||
| Q2 24 | $9.3B | $2.5B | ||
| Q1 24 | $9.0B | $2.3B |
总资产AMERPM
| Q4 25 | $16.1B | $7.9B | ||
| Q3 25 | $16.2B | $7.9B | ||
| Q2 25 | $15.3B | $7.8B | ||
| Q1 25 | $14.9B | $6.6B | ||
| Q4 24 | $14.6B | $6.7B | ||
| Q3 24 | $14.8B | $6.6B | ||
| Q2 24 | $14.8B | $6.6B | ||
| Q1 24 | $14.9B | $6.4B |
负债/权益比AMERPM
| Q4 25 | 0.21× | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | 0.22× | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× | ||
| Q1 24 | — | 0.93× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $296.4M |
| 自由现金流率自由现金流/营收 | 26.4% | 15.5% |
| 资本支出强度资本支出/营收 | 2.9% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.47× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $582.9M |
8季度趋势，按日历期对齐
经营现金流AMERPM
| Q4 25 | $584.3M | $345.7M | ||
| Q3 25 | $440.9M | $237.5M | ||
| Q2 25 | $359.1M | $149.2M | ||
| Q1 25 | $417.5M | $91.5M | ||
| Q4 24 | $550.0M | $279.4M | ||
| Q3 24 | $487.2M | $248.1M | ||
| Q2 24 | $381.4M | $181.2M | ||
| Q1 24 | $410.2M | $173.4M |
自由现金流AMERPM
| Q4 25 | $527.3M | $296.4M | ||
| Q3 25 | $420.0M | $175.0M | ||
| Q2 25 | $329.8M | $78.2M | ||
| Q1 25 | $394.5M | $33.3M | ||
| Q4 24 | $498.3M | $229.5M | ||
| Q3 24 | $460.9M | $197.3M | ||
| Q2 24 | $360.0M | $105.3M | ||
| Q1 24 | $382.6M | $124.6M |
自由现金流率AMERPM
| Q4 25 | 26.4% | 15.5% | ||
| Q3 25 | 22.2% | 8.3% | ||
| Q2 25 | 18.5% | 3.8% | ||
| Q1 25 | 22.8% | 2.3% | ||
| Q4 24 | 28.3% | 12.4% | ||
| Q3 24 | 27.0% | 10.0% | ||
| Q2 24 | 20.8% | 5.2% | ||
| Q1 24 | 22.0% | 8.2% |
资本支出强度AMERPM
| Q4 25 | 2.9% | 2.6% | ||
| Q3 25 | 1.1% | 3.0% | ||
| Q2 25 | 1.6% | 3.4% | ||
| Q1 25 | 1.3% | 3.9% | ||
| Q4 24 | 2.9% | 2.7% | ||
| Q3 24 | 1.5% | 2.6% | ||
| Q2 24 | 1.2% | 3.8% | ||
| Q1 24 | 1.6% | 3.2% |
现金转化率AMERPM
| Q4 25 | 1.47× | 2.14× | ||
| Q3 25 | 1.19× | 1.04× | ||
| Q2 25 | 1.00× | 0.66× | ||
| Q1 25 | 1.19× | 1.76× | ||
| Q4 24 | 1.42× | 1.53× | ||
| Q3 24 | 1.43× | 1.09× | ||
| Q2 24 | 1.13× | 1.00× | ||
| Q1 24 | 1.32× | 2.83× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
