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Ametek（AME）与StandardAero, Inc.（SARO）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StandardAero, Inc.的1.2倍（$2.0B vs $1.6B）。Ametek净利率更高（19.9% vs 4.9%，领先15.0%）。StandardAero, Inc.同比增速更快（13.5% vs 13.4%）。Ametek自由现金流更多（$527.3M vs $307.3M）。过去两年StandardAero, Inc.的营收复合增速更高（13.8% 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。
StandardAero Inc.是总部位于美国亚利桑那州斯科茨代尔的专业维护、维修及大修（MRO）服务提供商，深耕相关领域多年，服务覆盖航空等多个行业，可为客户提供高效可靠的定制化运维解决方案。
AME vs SARO — 直观对比
营收规模更大
AME
是对方的1.2倍
$1.6B
营收增速更快
SARO
高出0.1%
13.4%
净利率更高
AME
高出15.0%
4.9%
自由现金流更多
AME
多$219.9M
$307.3M
两年增速更快
SARO
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.6B |
| 净利润 | $398.6M | $78.6M |
| 毛利率 | 36.0% | 13.8% |
| 营业利润率 | 25.3% | 9.3% |
| 净利率 | 19.9% | 4.9% |
| 营收同比 | 13.4% | 13.5% |
| 净利润同比 | 2.9% | 659.6% |
| 每股收益（稀释后） | $1.73 | $0.24 |
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AMESARO
| Q4 25 | $2.0B | $1.6B | ||
| Q3 25 | $1.9B | $1.5B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $1.8B | $1.4B | ||
| Q3 24 | $1.7B | $1.2B | ||
| Q2 24 | $1.7B | $1.3B | ||
| Q1 24 | $1.7B | $1.2B |
净利润AMESARO
| Q4 25 | $398.6M | $78.6M | ||
| Q3 25 | $371.4M | $68.1M | ||
| Q2 25 | $358.4M | $67.7M | ||
| Q1 25 | $351.8M | $62.9M | ||
| Q4 24 | $387.3M | $-14.1M | ||
| Q3 24 | $340.2M | $16.4M | ||
| Q2 24 | $337.7M | $5.4M | ||
| Q1 24 | $310.9M | $3.2M |
毛利率AMESARO
| Q4 25 | 36.0% | 13.8% | ||
| Q3 25 | 36.3% | 14.9% | ||
| Q2 25 | 35.8% | 15.4% | ||
| Q1 25 | 36.1% | 15.2% | ||
| Q4 24 | 36.6% | 14.3% | ||
| Q3 24 | 36.0% | 15.0% | ||
| Q2 24 | 36.0% | 13.7% | ||
| Q1 24 | 34.1% | 14.7% |
营业利润率AMESARO
| Q4 25 | 25.3% | 9.3% | ||
| Q3 25 | 25.8% | 9.2% | ||
| Q2 25 | 26.0% | 8.9% | ||
| Q1 25 | 26.3% | 9.0% | ||
| Q4 24 | 26.6% | 6.7% | ||
| Q3 24 | 26.1% | 7.9% | ||
| Q2 24 | 25.8% | 7.8% | ||
| Q1 24 | 24.0% | 8.5% |
净利率AMESARO
| Q4 25 | 19.9% | 4.9% | ||
| Q3 25 | 19.6% | 4.5% | ||
| Q2 25 | 20.2% | 4.4% | ||
| Q1 25 | 20.3% | 4.4% | ||
| Q4 24 | 22.0% | -1.0% | ||
| Q3 24 | 19.9% | 1.3% | ||
| Q2 24 | 19.5% | 0.4% | ||
| Q1 24 | 17.9% | 0.3% |
每股收益（稀释后）AMESARO
| Q4 25 | $1.73 | $0.24 | ||
| Q3 25 | $1.60 | $0.20 | ||
| Q2 25 | $1.55 | $0.20 | ||
| Q1 25 | $1.52 | $0.19 | ||
| Q4 24 | $1.67 | $-0.05 | ||
| Q3 24 | $1.47 | $0.06 | ||
| Q2 24 | $1.45 | $0.02 | ||
| Q1 24 | $1.34 | $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 | $458.0M | — |
| 总债务越低越好 | $2.3B | $2.2B |
| 股东权益账面价值 | $10.6B | $2.7B |
| 总资产 | $16.1B | $6.6B |
| 负债/权益比越低杠杆越低 | 0.21× | 0.83× |
8季度趋势，按日历期对齐
现金及短期投资AMESARO
| Q4 25 | $458.0M | — | ||
| Q3 25 | $439.2M | — | ||
| Q2 25 | $619.7M | — | ||
| Q1 25 | $399.0M | — | ||
| Q4 24 | $374.0M | — | ||
| Q3 24 | $396.3M | — | ||
| Q2 24 | $396.6M | — | ||
| Q1 24 | $373.8M | — |
总债务AMESARO
| Q4 25 | $2.3B | $2.2B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | $2.1B | $2.2B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMESARO
| Q4 25 | $10.6B | $2.7B | ||
| Q3 25 | $10.5B | $2.6B | ||
| Q2 25 | $10.4B | $2.5B | ||
| Q1 25 | $10.0B | $2.4B | ||
| Q4 24 | $9.7B | $2.4B | ||
| Q3 24 | $9.6B | $1.2B | ||
| Q2 24 | $9.3B | $1.2B | ||
| Q1 24 | $9.0B | $1.2B |
总资产AMESARO
| Q4 25 | $16.1B | $6.6B | ||
| Q3 25 | $16.2B | $6.6B | ||
| Q2 25 | $15.3B | $6.5B | ||
| Q1 25 | $14.9B | $6.5B | ||
| Q4 24 | $14.6B | $6.2B | ||
| Q3 24 | $14.8B | $6.1B | ||
| Q2 24 | $14.8B | — | ||
| Q1 24 | $14.9B | — |
负债/权益比AMESARO
| Q4 25 | 0.21× | 0.83× | ||
| Q3 25 | — | 0.90× | ||
| Q2 25 | — | 0.92× | ||
| Q1 25 | — | 0.96× | ||
| Q4 24 | 0.22× | 0.94× | ||
| Q3 24 | — | 2.94× | ||
| Q2 24 | — | — | ||
| Q1 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 | $584.3M | $323.0M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $307.3M |
| 自由现金流率自由现金流/营收 | 26.4% | 19.2% |
| 资本支出强度资本支出/营收 | 2.9% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.47× | 4.11× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $234.3M |
8季度趋势，按日历期对齐
经营现金流AMESARO
| Q4 25 | $584.3M | $323.0M | ||
| Q3 25 | $440.9M | $14.8M | ||
| Q2 25 | $359.1M | $2.9M | ||
| Q1 25 | $417.5M | $-24.0M | ||
| Q4 24 | $550.0M | — | ||
| Q3 24 | $487.2M | $-13.9M | ||
| Q2 24 | $381.4M | — | ||
| Q1 24 | $410.2M | $-83.6M |
自由现金流AMESARO
| Q4 25 | $527.3M | $307.3M | ||
| Q3 25 | $420.0M | $-4.7M | ||
| Q2 25 | $329.8M | $-19.0M | ||
| Q1 25 | $394.5M | $-49.3M | ||
| Q4 24 | $498.3M | — | ||
| Q3 24 | $460.9M | $-39.2M | ||
| Q2 24 | $360.0M | — | ||
| Q1 24 | $382.6M | $-102.0M |
自由现金流率AMESARO
| Q4 25 | 26.4% | 19.2% | ||
| Q3 25 | 22.2% | -0.3% | ||
| Q2 25 | 18.5% | -1.2% | ||
| Q1 25 | 22.8% | -3.4% | ||
| Q4 24 | 28.3% | — | ||
| Q3 24 | 27.0% | -3.1% | ||
| Q2 24 | 20.8% | — | ||
| Q1 24 | 22.0% | -8.3% |
资本支出强度AMESARO
| Q4 25 | 2.9% | 1.0% | ||
| Q3 25 | 1.1% | 1.3% | ||
| Q2 25 | 1.6% | 1.4% | ||
| Q1 25 | 1.3% | 1.8% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 1.5% | 2.0% | ||
| Q2 24 | 1.2% | — | ||
| Q1 24 | 1.6% | 1.5% |
现金转化率AMESARO
| Q4 25 | 1.47× | 4.11× | ||
| Q3 25 | 1.19× | 0.22× | ||
| Q2 25 | 1.00× | 0.04× | ||
| Q1 25 | 1.19× | -0.38× | ||
| Q4 24 | 1.42× | — | ||
| Q3 24 | 1.43× | -0.84× | ||
| Q2 24 | 1.13× | — | ||
| Q1 24 | 1.32× | -26.22× |
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% |
SARO
| Commercial Aerospace | $1.0B | 63% |
| Business Aviation | $266.2M | 17% |
| Military And Helicopter | $262.0M | 16% |
| Other | $68.1M | 4% |
