vs
Ametek（AME）与SURF AIR MOBILITY INC.（SRFM）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SURF AIR MOBILITY INC.的75.6倍（$2.0B vs $26.4M）。Ametek净利率更高（19.9% vs -139.4%，领先159.4%）。Ametek同比增速更快（13.4% vs -5.7%）。Ametek自由现金流更多（$527.3M vs $-20.1M）。过去两年Ametek的营收复合增速更高（7.3% vs -7.1%）
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。
冲浪航空移动公司是一家专注于区域航空业务的美国航空企业。该公司计划开发电动及混合动力系统，用于升级现有航空器，同时还在面向区域空中交通出行行业开发搭载人工智能的SurfOS操作系统。它是Surf Air、Surf On Demand，以及莫库勒勒航空、南方快捷航空两家航空公司的母公司。
AME vs SRFM — 直观对比
营收规模更大
AME
是对方的75.6倍
$26.4M
营收增速更快
AME
高出19.2%
-5.7%
净利率更高
AME
高出159.4%
-139.4%
自由现金流更多
AME
多$547.4M
$-20.1M
两年增速更快
AME
近两年复合增速
-7.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $26.4M |
| 净利润 | $398.6M | $-36.9M |
| 毛利率 | 36.0% | — |
| 营业利润率 | 25.3% | -97.8% |
| 净利率 | 19.9% | -139.4% |
| 营收同比 | 13.4% | -5.7% |
| 净利润同比 | 2.9% | -3015.3% |
| 每股收益（稀释后） | $1.73 | $-0.08 |
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AMESRFM
| Q4 25 | $2.0B | $26.4M | ||
| Q3 25 | $1.9B | $29.2M | ||
| Q2 25 | $1.8B | $27.4M | ||
| Q1 25 | $1.7B | $23.5M | ||
| Q4 24 | $1.8B | $28.0M | ||
| Q3 24 | $1.7B | $28.4M | ||
| Q2 24 | $1.7B | $32.4M | ||
| Q1 24 | $1.7B | $30.6M |
净利润AMESRFM
| Q4 25 | $398.6M | $-36.9M | ||
| Q3 25 | $371.4M | $-27.2M | ||
| Q2 25 | $358.4M | $-28.0M | ||
| Q1 25 | $351.8M | $-18.5M | ||
| Q4 24 | $387.3M | $1.3M | ||
| Q3 24 | $340.2M | $-12.2M | ||
| Q2 24 | $337.7M | $-27.0M | ||
| Q1 24 | $310.9M | $-37.0M |
毛利率AMESRFM
| Q4 25 | 36.0% | — | ||
| Q3 25 | 36.3% | — | ||
| Q2 25 | 35.8% | — | ||
| Q1 25 | 36.1% | — | ||
| Q4 24 | 36.6% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 36.0% | — | ||
| Q1 24 | 34.1% | — |
营业利润率AMESRFM
| Q4 25 | 25.3% | -97.8% | ||
| Q3 25 | 25.8% | -56.6% | ||
| Q2 25 | 26.0% | -58.1% | ||
| Q1 25 | 26.3% | -79.0% | ||
| Q4 24 | 26.6% | 28.9% | ||
| Q3 24 | 26.1% | -30.4% | ||
| Q2 24 | 25.8% | -78.0% | ||
| Q1 24 | 24.0% | -112.6% |
净利率AMESRFM
| Q4 25 | 19.9% | -139.4% | ||
| Q3 25 | 19.6% | -93.3% | ||
| Q2 25 | 20.2% | -102.1% | ||
| Q1 25 | 20.3% | -78.6% | ||
| Q4 24 | 22.0% | 4.5% | ||
| Q3 24 | 19.9% | -43.1% | ||
| Q2 24 | 19.5% | -83.4% | ||
| Q1 24 | 17.9% | -120.7% |
每股收益（稀释后）AMESRFM
| Q4 25 | $1.73 | $-0.08 | ||
| Q3 25 | $1.60 | $-0.64 | ||
| Q2 25 | $1.55 | $-1.34 | ||
| Q1 25 | $1.52 | $-1.09 | ||
| Q4 24 | $1.67 | $0.80 | ||
| Q3 24 | $1.47 | $-0.94 | ||
| Q2 24 | $1.45 | $-2.31 | ||
| Q1 24 | $1.34 | $-3.35 |
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 | $12.7M |
| 总债务越低越好 | $2.3B | $17.1M |
| 股东权益账面价值 | $10.6B | $-54.9M |
| 总资产 | $16.1B | $131.7M |
| 负债/权益比越低杠杆越低 | 0.21× | — |
8季度趋势，按日历期对齐
现金及短期投资AMESRFM
| Q4 25 | $458.0M | $12.7M | ||
| Q3 25 | $439.2M | $7.1M | ||
| Q2 25 | $619.7M | $22.6M | ||
| Q1 25 | $399.0M | $6.6M | ||
| Q4 24 | $374.0M | $21.1M | ||
| Q3 24 | $396.3M | $506.0K | ||
| Q2 24 | $396.6M | $1.5M | ||
| Q1 24 | $373.8M | $1.3M |
总债务AMESRFM
| Q4 25 | $2.3B | $17.1M | ||
| Q3 25 | — | $63.8M | ||
| Q2 25 | — | $63.3M | ||
| Q1 25 | — | $62.9M | ||
| Q4 24 | $2.1B | $62.4M | ||
| Q3 24 | — | $22.5M | ||
| Q2 24 | — | $23.3M | ||
| Q1 24 | — | $25.1M |
股东权益AMESRFM
| Q4 25 | $10.6B | $-54.9M | ||
| Q3 25 | $10.5B | $-92.6M | ||
| Q2 25 | $10.4B | $-115.5M | ||
| Q1 25 | $10.0B | $-135.6M | ||
| Q4 24 | $9.7B | $-120.0M | ||
| Q3 24 | $9.6B | $-135.6M | ||
| Q2 24 | $9.3B | $-128.1M | ||
| Q1 24 | $9.0B | $-106.3M |
总资产AMESRFM
| Q4 25 | $16.1B | $131.7M | ||
| Q3 25 | $16.2B | $106.8M | ||
| Q2 25 | $15.3B | $129.0M | ||
| Q1 25 | $14.9B | $105.3M | ||
| Q4 24 | $14.6B | $124.1M | ||
| Q3 24 | $14.8B | $97.9M | ||
| Q2 24 | $14.8B | $105.5M | ||
| Q1 24 | $14.9B | $108.8M |
负债/权益比AMESRFM
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | — | ||
| Q3 24 | — | — | ||
| 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 | $-18.4M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $-20.1M |
| 自由现金流率自由现金流/营收 | 26.4% | -76.0% |
| 资本支出强度资本支出/营收 | 2.9% | 6.5% |
| 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 | $-70.1M |
8季度趋势，按日历期对齐
经营现金流AMESRFM
| Q4 25 | $584.3M | $-18.4M | ||
| Q3 25 | $440.9M | $-19.3M | ||
| Q2 25 | $359.1M | $-10.6M | ||
| Q1 25 | $417.5M | $-15.8M | ||
| Q4 24 | $550.0M | $-23.6M | ||
| Q3 24 | $487.2M | $-12.3M | ||
| Q2 24 | $381.4M | $-5.6M | ||
| Q1 24 | $410.2M | $-12.8M |
自由现金流AMESRFM
| Q4 25 | $527.3M | $-20.1M | ||
| Q3 25 | $420.0M | $-21.1M | ||
| Q2 25 | $329.8M | $-11.9M | ||
| Q1 25 | $394.5M | $-17.1M | ||
| Q4 24 | $498.3M | $-32.7M | ||
| Q3 24 | $460.9M | $-13.6M | ||
| Q2 24 | $360.0M | $-6.3M | ||
| Q1 24 | $382.6M | $-13.5M |
自由现金流率AMESRFM
| Q4 25 | 26.4% | -76.0% | ||
| Q3 25 | 22.2% | -72.2% | ||
| Q2 25 | 18.5% | -43.2% | ||
| Q1 25 | 22.8% | -72.6% | ||
| Q4 24 | 28.3% | -116.5% | ||
| Q3 24 | 27.0% | -47.8% | ||
| Q2 24 | 20.8% | -19.5% | ||
| Q1 24 | 22.0% | -44.2% |
资本支出强度AMESRFM
| Q4 25 | 2.9% | 6.5% | ||
| Q3 25 | 1.1% | 5.9% | ||
| Q2 25 | 1.6% | 4.4% | ||
| Q1 25 | 1.3% | 5.4% | ||
| Q4 24 | 2.9% | 32.4% | ||
| Q3 24 | 1.5% | 4.4% | ||
| Q2 24 | 1.2% | 2.2% | ||
| Q1 24 | 1.6% | 2.3% |
现金转化率AMESRFM
| Q4 25 | 1.47× | — | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.42× | -18.64× | ||
| 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% |
SRFM
| Scheduled | $17.2M | 65% |
| On Demand | $9.2M | 35% |
