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Ametek（AME）与Stagwell Inc（STGW）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Stagwell Inc的2.5倍（$2.0B vs $807.4M）。Ametek净利率更高（19.9% vs 1.6%，领先18.4%）。Ametek同比增速更快（13.4% vs 2.4%）。Ametek自由现金流更多（$527.3M vs $242.9M）。过去两年Stagwell Inc的营收复合增速更高（9.8% 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。
Stagwell Inc是一家全球营销传播集团，由马克·佩恩于2015年创立，前身为Stagwell Group。2020年集团宣布计划与关联企业MDC Partners合并，该合并交易于2021年8月正式完成，目前业务覆盖全球多个市场，为客户提供整合营销、品牌传播等专业服务。
AME vs STGW — 直观对比
营收规模更大
AME
是对方的2.5倍
$807.4M
营收增速更快
AME
高出11.1%
2.4%
净利率更高
AME
高出18.4%
1.6%
自由现金流更多
AME
多$284.4M
$242.9M
两年增速更快
STGW
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $807.4M |
| 净利润 | $398.6M | $12.7M |
| 毛利率 | 36.0% | 37.6% |
| 营业利润率 | 25.3% | 7.0% |
| 净利率 | 19.9% | 1.6% |
| 营收同比 | 13.4% | 2.4% |
| 净利润同比 | 2.9% | 291.3% |
| 每股收益（稀释后） | $1.73 | — |
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AMESTGW
| Q4 25 | $2.0B | $807.4M | ||
| Q3 25 | $1.9B | $743.0M | ||
| Q2 25 | $1.8B | $706.8M | ||
| Q1 25 | $1.7B | $651.7M | ||
| Q4 24 | $1.8B | $788.7M | ||
| Q3 24 | $1.7B | $711.3M | ||
| Q2 24 | $1.7B | $671.2M | ||
| Q1 24 | $1.7B | $670.1M |
净利润AMESTGW
| Q4 25 | $398.6M | $12.7M | ||
| Q3 25 | $371.4M | $24.6M | ||
| Q2 25 | $358.4M | $-5.3M | ||
| Q1 25 | $351.8M | $-2.9M | ||
| Q4 24 | $387.3M | $3.2M | ||
| Q3 24 | $340.2M | $3.3M | ||
| Q2 24 | $337.7M | $-3.0M | ||
| Q1 24 | $310.9M | $-1.3M |
毛利率AMESTGW
| Q4 25 | 36.0% | 37.6% | ||
| Q3 25 | 36.3% | 36.6% | ||
| Q2 25 | 35.8% | 35.0% | ||
| Q1 25 | 36.1% | 36.8% | ||
| Q4 24 | 36.6% | 36.3% | ||
| Q3 24 | 36.0% | 35.7% | ||
| Q2 24 | 36.0% | 34.6% | ||
| Q1 24 | 34.1% | 33.7% |
营业利润率AMESTGW
| Q4 25 | 25.3% | 7.0% | ||
| Q3 25 | 25.8% | 8.2% | ||
| Q2 25 | 26.0% | 3.3% | ||
| Q1 25 | 26.3% | 2.8% | ||
| Q4 24 | 26.6% | 5.5% | ||
| Q3 24 | 26.1% | 5.9% | ||
| Q2 24 | 25.8% | 3.3% | ||
| Q1 24 | 24.0% | 3.9% |
净利率AMESTGW
| Q4 25 | 19.9% | 1.6% | ||
| Q3 25 | 19.6% | 3.3% | ||
| Q2 25 | 20.2% | -0.7% | ||
| Q1 25 | 20.3% | -0.4% | ||
| Q4 24 | 22.0% | 0.4% | ||
| Q3 24 | 19.9% | 0.5% | ||
| Q2 24 | 19.5% | -0.4% | ||
| Q1 24 | 17.9% | -0.2% |
每股收益（稀释后）AMESTGW
| Q4 25 | $1.73 | — | ||
| Q3 25 | $1.60 | — | ||
| Q2 25 | $1.55 | — | ||
| Q1 25 | $1.52 | — | ||
| Q4 24 | $1.67 | — | ||
| Q3 24 | $1.47 | — | ||
| Q2 24 | $1.45 | — | ||
| Q1 24 | $1.34 | — |
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 | $104.5M |
| 总债务越低越好 | $2.3B | $1.3B |
| 股东权益账面价值 | $10.6B | $758.4M |
| 总资产 | $16.1B | $4.2B |
| 负债/权益比越低杠杆越低 | 0.21× | 1.75× |
8季度趋势，按日历期对齐
现金及短期投资AMESTGW
| Q4 25 | $458.0M | $104.5M | ||
| Q3 25 | $439.2M | $132.2M | ||
| Q2 25 | $619.7M | $181.3M | ||
| Q1 25 | $399.0M | $137.7M | ||
| Q4 24 | $374.0M | $131.3M | ||
| Q3 24 | $396.3M | $145.8M | ||
| Q2 24 | $396.6M | $136.1M | ||
| Q1 24 | $373.8M | $129.8M |
总债务AMESTGW
| Q4 25 | $2.3B | $1.3B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $2.1B | $1.4B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.3B |
股东权益AMESTGW
| Q4 25 | $10.6B | $758.4M | ||
| Q3 25 | $10.5B | $749.0M | ||
| Q2 25 | $10.4B | $750.1M | ||
| Q1 25 | $10.0B | $334.4M | ||
| Q4 24 | $9.7B | $331.7M | ||
| Q3 24 | $9.6B | $286.4M | ||
| Q2 24 | $9.3B | $291.6M | ||
| Q1 24 | $9.0B | $337.7M |
总资产AMESTGW
| Q4 25 | $16.1B | $4.2B | ||
| Q3 25 | $16.2B | $4.3B | ||
| Q2 25 | $15.3B | $4.3B | ||
| Q1 25 | $14.9B | $4.0B | ||
| Q4 24 | $14.6B | $3.9B | ||
| Q3 24 | $14.8B | $3.8B | ||
| Q2 24 | $14.8B | $3.8B | ||
| Q1 24 | $14.9B | $3.8B |
负债/权益比AMESTGW
| Q4 25 | 0.21× | 1.75× | ||
| Q3 25 | — | 2.04× | ||
| Q2 25 | — | 1.95× | ||
| Q1 25 | — | 4.38× | ||
| Q4 24 | 0.22× | 4.08× | ||
| Q3 24 | — | 5.11× | ||
| Q2 24 | — | 4.88× | ||
| Q1 24 | — | 3.76× |
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 | $260.3M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $242.9M |
| 自由现金流率自由现金流/营收 | 26.4% | 30.1% |
| 资本支出强度资本支出/营收 | 2.9% | 2.2% |
| 现金转化率经营现金流/净利润 | 1.47× | 20.56× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $247.3M |
8季度趋势，按日历期对齐
经营现金流AMESTGW
| Q4 25 | $584.3M | $260.3M | ||
| Q3 25 | $440.9M | $-24.0M | ||
| Q2 25 | $359.1M | $114.8M | ||
| Q1 25 | $417.5M | $-60.0M | ||
| Q4 24 | $550.0M | $212.1M | ||
| Q3 24 | $487.2M | $-1.6M | ||
| Q2 24 | $381.4M | $-14.5M | ||
| Q1 24 | $410.2M | $-53.1M |
自由现金流AMESTGW
| Q4 25 | $527.3M | $242.9M | ||
| Q3 25 | $420.0M | $-38.8M | ||
| Q2 25 | $329.8M | $107.1M | ||
| Q1 25 | $394.5M | $-63.9M | ||
| Q4 24 | $498.3M | $209.9M | ||
| Q3 24 | $460.9M | $-4.3M | ||
| Q2 24 | $360.0M | $-23.0M | ||
| Q1 24 | $382.6M | $-58.6M |
自由现金流率AMESTGW
| Q4 25 | 26.4% | 30.1% | ||
| Q3 25 | 22.2% | -5.2% | ||
| Q2 25 | 18.5% | 15.1% | ||
| Q1 25 | 22.8% | -9.8% | ||
| Q4 24 | 28.3% | 26.6% | ||
| Q3 24 | 27.0% | -0.6% | ||
| Q2 24 | 20.8% | -3.4% | ||
| Q1 24 | 22.0% | -8.7% |
资本支出强度AMESTGW
| Q4 25 | 2.9% | 2.2% | ||
| Q3 25 | 1.1% | 2.0% | ||
| Q2 25 | 1.6% | 1.1% | ||
| Q1 25 | 1.3% | 0.6% | ||
| Q4 24 | 2.9% | 0.3% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 1.2% | 1.3% | ||
| Q1 24 | 1.6% | 0.8% |
现金转化率AMESTGW
| Q4 25 | 1.47× | 20.56× | ||
| Q3 25 | 1.19× | -0.98× | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.42× | 65.56× | ||
| Q3 24 | 1.43× | -0.49× | ||
| 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% |
STGW
暂无分部数据
