vs
Ametek（AME）与TRINITY INDUSTRIES INC（TRN）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TRINITY INDUSTRIES INC的3.3倍（$2.0B vs $611.2M）。TRINITY INDUSTRIES INC净利率更高（31.8% vs 19.9%，领先11.8%）。Ametek同比增速更快（13.4% vs -2.9%）。Ametek自由现金流更多（$527.3M vs $158.6M）。过去两年Ametek的营收复合增速更高（7.3% vs -13.1%）
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。
特里尼蒂工业公司是一家美国工业企业，旗下布局多元业务线，为工业、能源、交通、建筑等核心领域提供适配的产品及相关服务，在多个下游行业拥有稳定的客户基础与业务覆盖。
AME vs TRN — 直观对比
营收规模更大
AME
是对方的3.3倍
$611.2M
营收增速更快
AME
高出16.3%
-2.9%
净利率更高
TRN
高出11.8%
19.9%
自由现金流更多
AME
多$368.7M
$158.6M
两年增速更快
AME
近两年复合增速
-13.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $611.2M |
| 净利润 | $398.6M | $194.2M |
| 毛利率 | 36.0% | 25.5% |
| 营业利润率 | 25.3% | 54.9% |
| 净利率 | 19.9% | 31.8% |
| 营收同比 | 13.4% | -2.9% |
| 净利润同比 | 2.9% | 413.8% |
| 每股收益（稀释后） | $1.73 | $2.25 |
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AMETRN
| Q4 25 | $2.0B | $611.2M | ||
| Q3 25 | $1.9B | $454.1M | ||
| Q2 25 | $1.8B | $506.2M | ||
| Q1 25 | $1.7B | $585.4M | ||
| Q4 24 | $1.8B | $629.4M | ||
| Q3 24 | $1.7B | $798.8M | ||
| Q2 24 | $1.7B | $841.4M | ||
| Q1 24 | $1.7B | $809.6M |
净利润AMETRN
| Q4 25 | $398.6M | $194.2M | ||
| Q3 25 | $371.4M | $30.3M | ||
| Q2 25 | $358.4M | $14.1M | ||
| Q1 25 | $351.8M | $22.1M | ||
| Q4 24 | $387.3M | $37.8M | ||
| Q3 24 | $340.2M | $31.4M | ||
| Q2 24 | $337.7M | $54.4M | ||
| Q1 24 | $310.9M | $23.7M |
毛利率AMETRN
| Q4 25 | 36.0% | 25.5% | ||
| Q3 25 | 36.3% | 31.1% | ||
| Q2 25 | 35.8% | 26.4% | ||
| Q1 25 | 36.1% | 24.3% | ||
| Q4 24 | 36.6% | 24.6% | ||
| Q3 24 | 36.0% | 21.2% | ||
| Q2 24 | 36.0% | 21.3% | ||
| Q1 24 | 34.1% | 20.3% |
营业利润率AMETRN
| Q4 25 | 25.3% | 54.9% | ||
| Q3 25 | 25.8% | 26.1% | ||
| Q2 25 | 26.0% | 18.8% | ||
| Q1 25 | 26.3% | 17.0% | ||
| Q4 24 | 26.6% | 17.8% | ||
| Q3 24 | 26.1% | 15.3% | ||
| Q2 24 | 25.8% | 16.9% | ||
| Q1 24 | 24.0% | 14.2% |
净利率AMETRN
| Q4 25 | 19.9% | 31.8% | ||
| Q3 25 | 19.6% | 6.7% | ||
| Q2 25 | 20.2% | 2.8% | ||
| Q1 25 | 20.3% | 3.8% | ||
| Q4 24 | 22.0% | 6.0% | ||
| Q3 24 | 19.9% | 3.9% | ||
| Q2 24 | 19.5% | 6.5% | ||
| Q1 24 | 17.9% | 2.9% |
每股收益（稀释后）AMETRN
| Q4 25 | $1.73 | $2.25 | ||
| Q3 25 | $1.60 | $0.37 | ||
| Q2 25 | $1.55 | $0.17 | ||
| Q1 25 | $1.52 | $0.26 | ||
| Q4 24 | $1.67 | $0.34 | ||
| Q3 24 | $1.47 | $0.37 | ||
| Q2 24 | $1.45 | $0.65 | ||
| Q1 24 | $1.34 | $0.28 |
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 | $201.3M |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $10.6B | $1.1B |
| 总资产 | $16.1B | $8.4B |
| 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AMETRN
| Q4 25 | $458.0M | $201.3M | ||
| Q3 25 | $439.2M | $66.3M | ||
| Q2 25 | $619.7M | $147.7M | ||
| Q1 25 | $399.0M | $94.9M | ||
| Q4 24 | $374.0M | $228.2M | ||
| Q3 24 | $396.3M | $222.4M | ||
| Q2 24 | $396.6M | $257.1M | ||
| Q1 24 | $373.8M | $118.8M |
总债务AMETRN
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMETRN
| Q4 25 | $10.6B | $1.1B | ||
| Q3 25 | $10.5B | $1.0B | ||
| Q2 25 | $10.4B | $1.0B | ||
| Q1 25 | $10.0B | $1.1B | ||
| Q4 24 | $9.7B | $1.1B | ||
| Q3 24 | $9.6B | $1.1B | ||
| Q2 24 | $9.3B | $1.1B | ||
| Q1 24 | $9.0B | $1.0B |
总资产AMETRN
| Q4 25 | $16.1B | $8.4B | ||
| Q3 25 | $16.2B | $8.9B | ||
| Q2 25 | $15.3B | $8.8B | ||
| Q1 25 | $14.9B | $8.7B | ||
| Q4 24 | $14.6B | $8.8B | ||
| Q3 24 | $14.8B | $8.8B | ||
| Q2 24 | $14.8B | $9.0B | ||
| Q1 24 | $14.9B | $9.1B |
负债/权益比AMETRN
| 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 | $177.4M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $158.6M |
| 自由现金流率自由现金流/营收 | 26.4% | 25.9% |
| 资本支出强度资本支出/营收 | 2.9% | 3.1% |
| 现金转化率经营现金流/净利润 | 1.47× | 0.91× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $314.1M |
8季度趋势，按日历期对齐
经营现金流AMETRN
| Q4 25 | $584.3M | $177.4M | ||
| Q3 25 | $440.9M | $44.2M | ||
| Q2 25 | $359.1M | $61.6M | ||
| Q1 25 | $417.5M | $76.5M | ||
| Q4 24 | $550.0M | $201.6M | ||
| Q3 24 | $487.2M | $78.5M | ||
| Q2 24 | $381.4M | $241.5M | ||
| Q1 24 | $410.2M | $52.2M |
自由现金流AMETRN
| Q4 25 | $527.3M | $158.6M | ||
| Q3 25 | $420.0M | $35.3M | ||
| Q2 25 | $329.8M | $52.9M | ||
| Q1 25 | $394.5M | $67.3M | ||
| Q4 24 | $498.3M | $180.1M | ||
| Q3 24 | $460.9M | $62.1M | ||
| Q2 24 | $360.0M | $230.2M | ||
| Q1 24 | $382.6M | $47.6M |
自由现金流率AMETRN
| Q4 25 | 26.4% | 25.9% | ||
| Q3 25 | 22.2% | 7.8% | ||
| Q2 25 | 18.5% | 10.5% | ||
| Q1 25 | 22.8% | 11.5% | ||
| Q4 24 | 28.3% | 28.6% | ||
| Q3 24 | 27.0% | 7.8% | ||
| Q2 24 | 20.8% | 27.4% | ||
| Q1 24 | 22.0% | 5.9% |
资本支出强度AMETRN
| Q4 25 | 2.9% | 3.1% | ||
| Q3 25 | 1.1% | 2.0% | ||
| Q2 25 | 1.6% | 1.7% | ||
| Q1 25 | 1.3% | 1.6% | ||
| Q4 24 | 2.9% | 3.4% | ||
| Q3 24 | 1.5% | 2.1% | ||
| Q2 24 | 1.2% | 1.3% | ||
| Q1 24 | 1.6% | 0.6% |
现金转化率AMETRN
| Q4 25 | 1.47× | 0.91× | ||
| Q3 25 | 1.19× | 1.46× | ||
| Q2 25 | 1.00× | 4.37× | ||
| Q1 25 | 1.19× | 3.46× | ||
| Q4 24 | 1.42× | 5.33× | ||
| Q3 24 | 1.43× | 2.50× | ||
| Q2 24 | 1.13× | 4.44× | ||
| Q1 24 | 1.32× | 2.20× |
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% |
TRN
| Manufacturing | $296.5M | 49% |
| Leasing And Management | $234.8M | 38% |
| Maintenance Services Domain | $69.8M | 11% |
| Digital Logistics Services | $11.2M | 2% |
