vs
Ametek（AME）与SIFCO INDUSTRIES INC（SIF）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SIFCO INDUSTRIES INC的83.4倍（$2.0B vs $24.0M）。Ametek净利率更高（19.9% vs 7.5%，领先12.5%）。SIFCO INDUSTRIES INC同比增速更快（14.8% vs 13.4%）。Ametek自由现金流更多（$527.3M vs $8.0M）。过去两年SIFCO INDUSTRIES INC的营收复合增速更高（8.1% 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。
锡福科工业公司（SIFCO INDUSTRIES INC）是一家总部位于俄亥俄州克利夫兰的全球性金属零部件制造企业，在行业内面向全球市场供应各类所需金属构件产品。
AME vs SIF — 直观对比
营收规模更大
AME
是对方的83.4倍
$24.0M
营收增速更快
SIF
高出1.4%
13.4%
净利率更高
AME
高出12.5%
7.5%
自由现金流更多
AME
多$519.3M
$8.0M
两年增速更快
SIF
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $24.0M |
| 净利润 | $398.6M | $1.8M |
| 毛利率 | 36.0% | 21.6% |
| 营业利润率 | 25.3% | 10.7% |
| 净利率 | 19.9% | 7.5% |
| 营收同比 | 13.4% | 14.8% |
| 净利润同比 | 2.9% | 177.3% |
| 每股收益（稀释后） | $1.73 | $0.29 |
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AMESIF
| Q4 25 | $2.0B | $24.0M | ||
| Q3 25 | $1.9B | $22.8M | ||
| Q2 25 | $1.8B | $22.1M | ||
| Q1 25 | $1.7B | $19.0M | ||
| Q4 24 | $1.8B | $20.9M | ||
| Q3 24 | $1.7B | $21.7M | ||
| Q2 24 | $1.7B | $22.0M | ||
| Q1 24 | $1.7B | $20.5M |
净利润AMESIF
| Q4 25 | $398.6M | $1.8M | ||
| Q3 25 | $371.4M | $-429.0K | ||
| Q2 25 | $358.4M | $3.4M | ||
| Q1 25 | $351.8M | $-1.4M | ||
| Q4 24 | $387.3M | $-2.3M | ||
| Q3 24 | $340.2M | $-443.0K | ||
| Q2 24 | $337.7M | $72.0K | ||
| Q1 24 | $310.9M | $-1.6M |
毛利率AMESIF
| Q4 25 | 36.0% | 21.6% | ||
| Q3 25 | 36.3% | 9.6% | ||
| Q2 25 | 35.8% | 26.7% | ||
| Q1 25 | 36.1% | 8.3% | ||
| Q4 24 | 36.6% | 4.4% | ||
| Q3 24 | 36.0% | 10.7% | ||
| Q2 24 | 36.0% | 12.3% | ||
| Q1 24 | 34.1% | 7.3% |
营业利润率AMESIF
| Q4 25 | 25.3% | 10.7% | ||
| Q3 25 | 25.8% | -1.7% | ||
| Q2 25 | 26.0% | 14.8% | ||
| Q1 25 | 26.3% | -4.1% | ||
| Q4 24 | 26.6% | -9.2% | ||
| Q3 24 | 26.1% | -1.5% | ||
| Q2 24 | 25.8% | 0.7% | ||
| Q1 24 | 24.0% | -6.5% |
净利率AMESIF
| Q4 25 | 19.9% | 7.5% | ||
| Q3 25 | 19.6% | -1.9% | ||
| Q2 25 | 20.2% | 15.4% | ||
| Q1 25 | 20.3% | -7.3% | ||
| Q4 24 | 22.0% | -11.1% | ||
| Q3 24 | 19.9% | -2.0% | ||
| Q2 24 | 19.5% | 0.3% | ||
| Q1 24 | 17.9% | -7.8% |
每股收益（稀释后）AMESIF
| Q4 25 | $1.73 | $0.29 | ||
| Q3 25 | $1.60 | $-0.07 | ||
| Q2 25 | $1.55 | $0.56 | ||
| Q1 25 | $1.52 | $-0.23 | ||
| Q4 24 | $1.67 | $-0.38 | ||
| Q3 24 | $1.47 | $-0.07 | ||
| Q2 24 | $1.45 | $0.01 | ||
| Q1 24 | $1.34 | $-0.27 |
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 | $1.1M |
| 总债务越低越好 | $2.3B | $39.0K |
| 股东权益账面价值 | $10.6B | $38.7M |
| 总资产 | $16.1B | $74.9M |
| 负债/权益比越低杠杆越低 | 0.21× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AMESIF
| Q4 25 | $458.0M | $1.1M | ||
| Q3 25 | $439.2M | $491.0K | ||
| Q2 25 | $619.7M | $2.0M | ||
| Q1 25 | $399.0M | $1.9M | ||
| Q4 24 | $374.0M | $3.1M | ||
| Q3 24 | $396.3M | $1.7M | ||
| Q2 24 | $396.6M | $3.4M | ||
| Q1 24 | $373.8M | $2.5M |
总债务AMESIF
| Q4 25 | $2.3B | $39.0K | ||
| Q3 25 | — | $51.0K | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $3.6M | ||
| Q1 24 | — | $4.1M |
股东权益AMESIF
| Q4 25 | $10.6B | $38.7M | ||
| Q3 25 | $10.5B | $36.9M | ||
| Q2 25 | $10.4B | $35.8M | ||
| Q1 25 | $10.0B | $32.4M | ||
| Q4 24 | $9.7B | $33.7M | ||
| Q3 24 | $9.6B | $30.4M | ||
| Q2 24 | $9.3B | $29.8M | ||
| Q1 24 | $9.0B | $29.7M |
总资产AMESIF
| Q4 25 | $16.1B | $74.9M | ||
| Q3 25 | $16.2B | $73.4M | ||
| Q2 25 | $15.3B | $77.3M | ||
| Q1 25 | $14.9B | $78.8M | ||
| Q4 24 | $14.6B | $81.0M | ||
| Q3 24 | $14.8B | $104.6M | ||
| Q2 24 | $14.8B | $106.3M | ||
| Q1 24 | $14.9B | $104.2M |
负债/权益比AMESIF
| Q4 25 | 0.21× | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.12× | ||
| Q1 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 | $8.1M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $8.0M |
| 自由现金流率自由现金流/营收 | 26.4% | 33.3% |
| 资本支出强度资本支出/营收 | 2.9% | 0.4% |
| 现金转化率经营现金流/净利润 | 1.47× | 4.51× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $11.5M |
8季度趋势，按日历期对齐
经营现金流AMESIF
| Q4 25 | $584.3M | $8.1M | ||
| Q3 25 | $440.9M | $726.0K | ||
| Q2 25 | $359.1M | $371.0K | ||
| Q1 25 | $417.5M | $2.8M | ||
| Q4 24 | $550.0M | $-3.8M | ||
| Q3 24 | $487.2M | $857.0K | ||
| Q2 24 | $381.4M | $382.0K | ||
| Q1 24 | $410.2M | $-3.2M |
自由现金流AMESIF
| Q4 25 | $527.3M | $8.0M | ||
| Q3 25 | $420.0M | $566.0K | ||
| Q2 25 | $329.8M | $310.0K | ||
| Q1 25 | $394.5M | $2.7M | ||
| Q4 24 | $498.3M | $-3.9M | ||
| Q3 24 | $460.9M | $580.0K | ||
| Q2 24 | $360.0M | $-175.0K | ||
| Q1 24 | $382.6M | $-3.9M |
自由现金流率AMESIF
| Q4 25 | 26.4% | 33.3% | ||
| Q3 25 | 22.2% | 2.5% | ||
| Q2 25 | 18.5% | 1.4% | ||
| Q1 25 | 22.8% | 14.1% | ||
| Q4 24 | 28.3% | -18.8% | ||
| Q3 24 | 27.0% | 2.7% | ||
| Q2 24 | 20.8% | -0.8% | ||
| Q1 24 | 22.0% | -18.9% |
资本支出强度AMESIF
| Q4 25 | 2.9% | 0.4% | ||
| Q3 25 | 1.1% | 0.7% | ||
| Q2 25 | 1.6% | 0.3% | ||
| Q1 25 | 1.3% | 0.8% | ||
| Q4 24 | 2.9% | 0.5% | ||
| Q3 24 | 1.5% | 1.3% | ||
| Q2 24 | 1.2% | 2.5% | ||
| Q1 24 | 1.6% | 3.3% |
现金转化率AMESIF
| Q4 25 | 1.47× | 4.51× | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 1.00× | 0.11× | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.42× | — | ||
| Q3 24 | 1.43× | — | ||
| Q2 24 | 1.13× | 5.31× | ||
| 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% |
SIF
| Fixed Wing Aircraft Revenue | $10.5M | 44% |
| Commercial Revenue | $8.7M | 36% |
| Commercial Product And Other Revenue | $2.8M | 12% |
| Commercial Space | $1.1M | 5% |
| Other | $840.0K | 4% |
