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Ametek（AME）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
Ametek的季度营收约是森萨塔科技的2.2倍（$2.0B vs $917.9M）。Ametek净利率更高（19.9% vs 6.9%，领先13.1%）。Ametek同比增速更快（13.4% vs 1.1%）。Ametek自由现金流更多（$527.3M vs $151.9M）。过去两年Ametek的营收复合增速更高（7.3% vs -4.5%）
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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
AME vs ST — 直观对比
营收规模更大
AME
是对方的2.2倍
$917.9M
营收增速更快
AME
高出12.3%
1.1%
净利率更高
AME
高出13.1%
6.9%
自由现金流更多
AME
多$375.4M
$151.9M
两年增速更快
AME
近两年复合增速
-4.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $917.9M |
| 净利润 | $398.6M | $63.2M |
| 毛利率 | 36.0% | 29.0% |
| 营业利润率 | 25.3% | 10.9% |
| 净利率 | 19.9% | 6.9% |
| 营收同比 | 13.4% | 1.1% |
| 净利润同比 | 2.9% | 992.7% |
| 每股收益（稀释后） | $1.73 | $0.45 |
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AMEST
| Q4 25 | $2.0B | $917.9M | ||
| Q3 25 | $1.9B | $932.0M | ||
| Q2 25 | $1.8B | $943.4M | ||
| Q1 25 | $1.7B | $911.3M | ||
| Q4 24 | $1.8B | $907.7M | ||
| Q3 24 | $1.7B | $982.8M | ||
| Q2 24 | $1.7B | $1.0B | ||
| Q1 24 | $1.7B | $1.0B |
净利润AMEST
| Q4 25 | $398.6M | $63.2M | ||
| Q3 25 | $371.4M | $-162.5M | ||
| Q2 25 | $358.4M | $60.7M | ||
| Q1 25 | $351.8M | $69.9M | ||
| Q4 24 | $387.3M | $5.8M | ||
| Q3 24 | $340.2M | $-25.0M | ||
| Q2 24 | $337.7M | $71.7M | ||
| Q1 24 | $310.9M | $76.0M |
毛利率AMEST
| Q4 25 | 36.0% | 29.0% | ||
| Q3 25 | 36.3% | 27.8% | ||
| Q2 25 | 35.8% | 30.3% | ||
| Q1 25 | 36.1% | 29.9% | ||
| Q4 24 | 36.6% | 27.1% | ||
| Q3 24 | 36.0% | 28.6% | ||
| Q2 24 | 36.0% | 30.0% | ||
| Q1 24 | 34.1% | 31.5% |
营业利润率AMEST
| Q4 25 | 25.3% | 10.9% | ||
| Q3 25 | 25.8% | -13.2% | ||
| Q2 25 | 26.0% | 14.6% | ||
| Q1 25 | 26.3% | 13.4% | ||
| Q4 24 | 26.6% | 8.1% | ||
| Q3 24 | 26.1% | -20.3% | ||
| Q2 24 | 25.8% | 12.5% | ||
| Q1 24 | 24.0% | 14.4% |
净利率AMEST
| Q4 25 | 19.9% | 6.9% | ||
| Q3 25 | 19.6% | -17.4% | ||
| Q2 25 | 20.2% | 6.4% | ||
| Q1 25 | 20.3% | 7.7% | ||
| Q4 24 | 22.0% | 0.6% | ||
| Q3 24 | 19.9% | -2.5% | ||
| Q2 24 | 19.5% | 6.9% | ||
| Q1 24 | 17.9% | 7.6% |
每股收益（稀释后）AMEST
| Q4 25 | $1.73 | $0.45 | ||
| Q3 25 | $1.60 | $-1.12 | ||
| Q2 25 | $1.55 | $0.41 | ||
| Q1 25 | $1.52 | $0.47 | ||
| Q4 24 | $1.67 | $0.05 | ||
| Q3 24 | $1.47 | $-0.17 | ||
| Q2 24 | $1.45 | $0.47 | ||
| Q1 24 | $1.34 | $0.50 |
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 | $573.0M |
| 总债务越低越好 | $2.3B | $2.8B |
| 股东权益账面价值 | $10.6B | $2.8B |
| 总资产 | $16.1B | $6.8B |
| 负债/权益比越低杠杆越低 | 0.21× | 1.02× |
8季度趋势，按日历期对齐
现金及短期投资AMEST
| Q4 25 | $458.0M | $573.0M | ||
| Q3 25 | $439.2M | $791.3M | ||
| Q2 25 | $619.7M | $661.8M | ||
| Q1 25 | $399.0M | $588.1M | ||
| Q4 24 | $374.0M | $593.7M | ||
| Q3 24 | $396.3M | $506.2M | ||
| Q2 24 | $396.6M | $1.0B | ||
| Q1 24 | $373.8M | $460.4M |
总债务AMEST
| Q4 25 | $2.3B | $2.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | $3.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMEST
| Q4 25 | $10.6B | $2.8B | ||
| Q3 25 | $10.5B | $2.7B | ||
| Q2 25 | $10.4B | $2.9B | ||
| Q1 25 | $10.0B | $2.8B | ||
| Q4 24 | $9.7B | $2.9B | ||
| Q3 24 | $9.6B | $3.0B | ||
| Q2 24 | $9.3B | $3.0B | ||
| Q1 24 | $9.0B | $3.0B |
总资产AMEST
| Q4 25 | $16.1B | $6.8B | ||
| Q3 25 | $16.2B | $7.1B | ||
| Q2 25 | $15.3B | $7.3B | ||
| Q1 25 | $14.9B | $7.2B | ||
| Q4 24 | $14.6B | $7.1B | ||
| Q3 24 | $14.8B | $7.3B | ||
| Q2 24 | $14.8B | $8.2B | ||
| Q1 24 | $14.9B | $7.6B |
负债/权益比AMEST
| Q4 25 | 0.21× | 1.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | 1.11× | ||
| 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 | $201.5M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $151.9M |
| 自由现金流率自由现金流/营收 | 26.4% | 16.6% |
| 资本支出强度资本支出/营收 | 2.9% | 5.4% |
| 现金转化率经营现金流/净利润 | 1.47× | 3.19× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $490.3M |
8季度趋势，按日历期对齐
经营现金流AMEST
| Q4 25 | $584.3M | $201.5M | ||
| Q3 25 | $440.9M | $159.9M | ||
| Q2 25 | $359.1M | $140.9M | ||
| Q1 25 | $417.5M | $119.2M | ||
| Q4 24 | $550.0M | $170.7M | ||
| Q3 24 | $487.2M | $130.9M | ||
| Q2 24 | $381.4M | $143.5M | ||
| Q1 24 | $410.2M | $106.5M |
自由现金流AMEST
| Q4 25 | $527.3M | $151.9M | ||
| Q3 25 | $420.0M | $136.2M | ||
| Q2 25 | $329.8M | $115.5M | ||
| Q1 25 | $394.5M | $86.6M | ||
| Q4 24 | $498.3M | $138.9M | ||
| Q3 24 | $460.9M | $91.3M | ||
| Q2 24 | $360.0M | $98.4M | ||
| Q1 24 | $382.6M | $64.4M |
自由现金流率AMEST
| Q4 25 | 26.4% | 16.6% | ||
| Q3 25 | 22.2% | 14.6% | ||
| Q2 25 | 18.5% | 12.2% | ||
| Q1 25 | 22.8% | 9.5% | ||
| Q4 24 | 28.3% | 15.3% | ||
| Q3 24 | 27.0% | 9.3% | ||
| Q2 24 | 20.8% | 9.5% | ||
| Q1 24 | 22.0% | 6.4% |
资本支出强度AMEST
| Q4 25 | 2.9% | 5.4% | ||
| Q3 25 | 1.1% | 2.5% | ||
| Q2 25 | 1.6% | 2.7% | ||
| Q1 25 | 1.3% | 3.6% | ||
| Q4 24 | 2.9% | 3.5% | ||
| Q3 24 | 1.5% | 4.0% | ||
| Q2 24 | 1.2% | 4.4% | ||
| Q1 24 | 1.6% | 4.2% |
现金转化率AMEST
| Q4 25 | 1.47× | 3.19× | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 1.00× | 2.32× | ||
| Q1 25 | 1.19× | 1.70× | ||
| Q4 24 | 1.42× | 29.50× | ||
| Q3 24 | 1.43× | — | ||
| Q2 24 | 1.13× | 2.00× | ||
| Q1 24 | 1.32× | 1.40× |
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% |
ST
暂无分部数据
