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Ametek（AME）与Senseonics Holdings, Inc.（SENS）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Senseonics Holdings, Inc.的140.2倍（$2.0B vs $14.3M）。Ametek净利率更高（19.9% vs -146.1%，领先166.0%）。Senseonics Holdings, Inc.同比增速更快（71.8% vs 13.4%）。Ametek自由现金流更多（$527.3M vs $-18.4M）。过去两年Senseonics Holdings, Inc.的营收复合增速更高（68.1% 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。
Senseonics Holdings是一家深耕糖尿病护理领域的医疗科技企业，核心业务为研发和商业化可长期植入的连续血糖监测系统，旗下旗舰Eversense系列产品支持更长佩戴时长，已在北美、欧洲等地区上市，服务糖尿病患者及相关医疗从业者。
AME vs SENS — 直观对比
营收规模更大
AME
是对方的140.2倍
$14.3M
营收增速更快
SENS
高出58.4%
13.4%
净利率更高
AME
高出166.0%
-146.1%
自由现金流更多
AME
多$545.6M
$-18.4M
两年增速更快
SENS
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $14.3M |
| 净利润 | $398.6M | $-20.8M |
| 毛利率 | 36.0% | 53.8% |
| 营业利润率 | 25.3% | -146.8% |
| 净利率 | 19.9% | -146.1% |
| 营收同比 | 13.4% | 71.8% |
| 净利润同比 | 2.9% | -34.6% |
| 每股收益（稀释后） | $1.73 | $-1.19 |
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AMESENS
| Q4 25 | $2.0B | $14.3M | ||
| Q3 25 | $1.9B | $8.1M | ||
| Q2 25 | $1.8B | $6.6M | ||
| Q1 25 | $1.7B | $6.3M | ||
| Q4 24 | $1.8B | $8.3M | ||
| Q3 24 | $1.7B | $4.3M | ||
| Q2 24 | $1.7B | $4.9M | ||
| Q1 24 | $1.7B | $5.0M |
净利润AMESENS
| Q4 25 | $398.6M | $-20.8M | ||
| Q3 25 | $371.4M | $-19.5M | ||
| Q2 25 | $358.4M | $-14.5M | ||
| Q1 25 | $351.8M | $-14.3M | ||
| Q4 24 | $387.3M | $-15.5M | ||
| Q3 24 | $340.2M | $-24.0M | ||
| Q2 24 | $337.7M | $-20.3M | ||
| Q1 24 | $310.9M | $-18.9M |
毛利率AMESENS
| Q4 25 | 36.0% | 53.8% | ||
| Q3 25 | 36.3% | 42.8% | ||
| Q2 25 | 35.8% | 46.9% | ||
| Q1 25 | 36.1% | 24.1% | ||
| Q4 24 | 36.6% | 47.6% | ||
| Q3 24 | 36.0% | -95.0% | ||
| Q2 24 | 36.0% | 6.1% | ||
| Q1 24 | 34.1% | 6.6% |
营业利润率AMESENS
| Q4 25 | 25.3% | -146.8% | ||
| Q3 25 | 25.8% | -242.1% | ||
| Q2 25 | 26.0% | -215.4% | ||
| Q1 25 | 26.3% | -215.6% | ||
| Q4 24 | 26.6% | -172.0% | ||
| Q3 24 | 26.1% | -535.9% | ||
| Q2 24 | 25.8% | -400.7% | ||
| Q1 24 | 24.0% | -361.2% |
净利率AMESENS
| Q4 25 | 19.9% | -146.1% | ||
| Q3 25 | 19.6% | -241.3% | ||
| Q2 25 | 20.2% | -218.1% | ||
| Q1 25 | 20.3% | -227.9% | ||
| Q4 24 | 22.0% | -186.5% | ||
| Q3 24 | 19.9% | -562.4% | ||
| Q2 24 | 19.5% | -417.0% | ||
| Q1 24 | 17.9% | -374.0% |
每股收益（稀释后）AMESENS
| Q4 25 | $1.73 | $-1.19 | ||
| Q3 25 | $1.60 | $-0.43 | ||
| Q2 25 | $1.55 | $-0.02 | ||
| Q1 25 | $1.52 | $-0.02 | ||
| Q4 24 | $1.67 | $-1.67 | ||
| Q3 24 | $1.47 | $-0.77 | ||
| Q2 24 | $1.45 | $-0.03 | ||
| Q1 24 | $1.34 | $-0.03 |
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 | $94.0M |
| 总债务越低越好 | $2.3B | $35.6M |
| 股东权益账面价值 | $10.6B | $61.0M |
| 总资产 | $16.1B | $126.3M |
| 负债/权益比越低杠杆越低 | 0.21× | 0.58× |
8季度趋势，按日历期对齐
现金及短期投资AMESENS
| Q4 25 | $458.0M | $94.0M | ||
| Q3 25 | $439.2M | $111.0M | ||
| Q2 25 | $619.7M | $126.4M | ||
| Q1 25 | $399.0M | $64.2M | ||
| Q4 24 | $374.0M | $74.6M | ||
| Q3 24 | $396.3M | $74.5M | ||
| Q2 24 | $396.6M | $84.6M | ||
| Q1 24 | $373.8M | $98.7M |
总债务AMESENS
| Q4 25 | $2.3B | $35.6M | ||
| Q3 25 | — | $35.3M | ||
| Q2 25 | — | $35.2M | ||
| Q1 25 | — | $35.0M | ||
| Q4 24 | $2.1B | $34.7M | ||
| Q3 24 | — | $34.4M | ||
| Q2 24 | — | $34.2M | ||
| Q1 24 | — | $34.0M |
股东权益AMESENS
| Q4 25 | $10.6B | $61.0M | ||
| Q3 25 | $10.5B | $78.2M | ||
| Q2 25 | $10.4B | $94.7M | ||
| Q1 25 | $10.0B | $35.2M | ||
| Q4 24 | $9.7B | $-16.6M | ||
| Q3 24 | $9.6B | $-17.2M | ||
| Q2 24 | $9.3B | $578.0K | ||
| Q1 24 | $9.0B | $19.0M |
总资产AMESENS
| Q4 25 | $16.1B | $126.3M | ||
| Q3 25 | $16.2B | $139.9M | ||
| Q2 25 | $15.3B | $150.3M | ||
| Q1 25 | $14.9B | $87.2M | ||
| Q4 24 | $14.6B | $100.4M | ||
| Q3 24 | $14.8B | $96.3M | ||
| Q2 24 | $14.8B | $111.6M | ||
| Q1 24 | $14.9B | $126.5M |
负债/权益比AMESENS
| Q4 25 | 0.21× | 0.58× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | 0.22× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 59.17× | ||
| Q1 24 | — | 1.79× |
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 | $-18.0M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $-18.4M |
| 自由现金流率自由现金流/营收 | 26.4% | -128.8% |
| 资本支出强度资本支出/营收 | 2.9% | 2.8% |
| 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 | $-60.2M |
8季度趋势，按日历期对齐
经营现金流AMESENS
| Q4 25 | $584.3M | $-18.0M | ||
| Q3 25 | $440.9M | $-15.8M | ||
| Q2 25 | $359.1M | $-9.3M | ||
| Q1 25 | $417.5M | $-16.1M | ||
| Q4 24 | $550.0M | $-14.2M | ||
| Q3 24 | $487.2M | $-14.8M | ||
| Q2 24 | $381.4M | $-11.1M | ||
| Q1 24 | $410.2M | $-20.3M |
自由现金流AMESENS
| Q4 25 | $527.3M | $-18.4M | ||
| Q3 25 | $420.0M | $-16.0M | ||
| Q2 25 | $329.8M | $-9.4M | ||
| Q1 25 | $394.5M | $-16.5M | ||
| Q4 24 | $498.3M | $-14.3M | ||
| Q3 24 | $460.9M | $-15.0M | ||
| Q2 24 | $360.0M | $-13.2M | ||
| Q1 24 | $382.6M | $-20.6M |
自由现金流率AMESENS
| Q4 25 | 26.4% | -128.8% | ||
| Q3 25 | 22.2% | -197.4% | ||
| Q2 25 | 18.5% | -141.2% | ||
| Q1 25 | 22.8% | -263.9% | ||
| Q4 24 | 28.3% | -172.1% | ||
| Q3 24 | 27.0% | -352.3% | ||
| Q2 24 | 20.8% | -272.0% | ||
| Q1 24 | 22.0% | -407.7% |
资本支出强度AMESENS
| Q4 25 | 2.9% | 2.8% | ||
| Q3 25 | 1.1% | 2.0% | ||
| Q2 25 | 1.6% | 1.9% | ||
| Q1 25 | 1.3% | 6.9% | ||
| Q4 24 | 2.9% | 0.4% | ||
| Q3 24 | 1.5% | 4.8% | ||
| Q2 24 | 1.2% | 43.0% | ||
| Q1 24 | 1.6% | 6.3% |
现金转化率AMESENS
| 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% |
SENS
| Nonrelated Party | $7.8M | 55% |
| Related Party | $6.4M | 45% |
