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Ametek(AME)与INNOVATE Corp.(VATE)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INNOVATE Corp.的5.2倍($2.0B vs $382.7M)。Ametek净利率更高(19.9% vs -1.9%,领先21.9%)。INNOVATE Corp.同比增速更快(61.7% vs 13.4%)。过去两年INNOVATE Corp.的营收复合增速更高(10.2% 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。
创新公司(Innovate Corp.)是一家美国上市金融服务企业,创立于1994年,深耕金融服务领域,面向市场提供多元专业金融相关服务,是美国本土具备多年运营经验的公众金融服务机构。
AME vs VATE — 直观对比
营收规模更大
AME
是对方的5.2倍
$382.7M
营收增速更快
VATE
高出48.3%
13.4%
净利率更高
AME
高出21.9%
-1.9%
两年增速更快
VATE
近两年复合增速
7.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $382.7M |
| 净利润 | $398.6M | $-7.4M |
| 毛利率 | 36.0% | 15.4% |
| 营业利润率 | 25.3% | 3.7% |
| 净利率 | 19.9% | -1.9% |
| 营收同比 | 13.4% | 61.7% |
| 净利润同比 | 2.9% | 55.4% |
| 每股收益(稀释后) | $1.73 | $-0.57 |
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
AME
VATE
| Q4 25 | $2.0B | $382.7M | ||
| Q3 25 | $1.9B | $347.1M | ||
| Q2 25 | $1.8B | $242.0M | ||
| Q1 25 | $1.7B | $274.2M | ||
| Q4 24 | $1.8B | $236.6M | ||
| Q3 24 | $1.7B | $242.2M | ||
| Q2 24 | $1.7B | $313.1M | ||
| Q1 24 | $1.7B | $315.2M |
净利润
AME
VATE
| Q4 25 | $398.6M | $-7.4M | ||
| Q3 25 | $371.4M | $-8.9M | ||
| Q2 25 | $358.4M | $-19.8M | ||
| Q1 25 | $351.8M | $-24.5M | ||
| Q4 24 | $387.3M | $-16.6M | ||
| Q3 24 | $340.2M | $-15.0M | ||
| Q2 24 | $337.7M | $14.4M | ||
| Q1 24 | $310.9M | $-17.4M |
毛利率
AME
VATE
| Q4 25 | 36.0% | 15.4% | ||
| Q3 25 | 36.3% | 14.3% | ||
| Q2 25 | 35.8% | 18.8% | ||
| Q1 25 | 36.1% | 16.6% | ||
| Q4 24 | 36.6% | 19.6% | ||
| Q3 24 | 36.0% | 19.9% | ||
| Q2 24 | 36.0% | 21.0% | ||
| Q1 24 | 34.1% | 15.4% |
营业利润率
AME
VATE
| Q4 25 | 25.3% | 3.7% | ||
| Q3 25 | 25.8% | 1.8% | ||
| Q2 25 | 26.0% | 2.0% | ||
| Q1 25 | 26.3% | 1.2% | ||
| Q4 24 | 26.6% | 1.1% | ||
| Q3 24 | 26.1% | 2.4% | ||
| Q2 24 | 25.8% | 9.2% | ||
| Q1 24 | 24.0% | 0.9% |
净利率
AME
VATE
| Q4 25 | 19.9% | -1.9% | ||
| Q3 25 | 19.6% | -2.6% | ||
| Q2 25 | 20.2% | -8.2% | ||
| Q1 25 | 20.3% | -8.9% | ||
| Q4 24 | 22.0% | -7.0% | ||
| Q3 24 | 19.9% | -6.2% | ||
| Q2 24 | 19.5% | 4.6% | ||
| Q1 24 | 17.9% | -5.5% |
每股收益(稀释后)
AME
VATE
| Q4 25 | $1.73 | $-0.57 | ||
| Q3 25 | $1.60 | $-0.71 | ||
| Q2 25 | $1.55 | $-1.67 | ||
| Q1 25 | $1.52 | $-1.89 | ||
| Q4 24 | $1.67 | $-0.72 | ||
| Q3 24 | $1.47 | $-1.18 | ||
| Q2 24 | $1.45 | $1.03 | ||
| Q1 24 | $1.34 | $-2.21 |
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 | $112.1M |
| 总债务越低越好 | $2.3B | $80.3M |
| 股东权益账面价值 | $10.6B | $-240.1M |
| 总资产 | $16.1B | $950.1M |
| 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
AME
VATE
| Q4 25 | $458.0M | $112.1M | ||
| Q3 25 | $439.2M | $35.5M | ||
| Q2 25 | $619.7M | $33.4M | ||
| Q1 25 | $399.0M | $33.3M | ||
| Q4 24 | $374.0M | $48.8M | ||
| Q3 24 | $396.3M | $51.0M | ||
| Q2 24 | $396.6M | $80.2M | ||
| Q1 24 | $373.8M | $38.4M |
总债务
AME
VATE
| Q4 25 | $2.3B | $80.3M | ||
| Q3 25 | — | $97.3M | ||
| Q2 25 | — | $160.1M | ||
| Q1 25 | — | $139.9M | ||
| Q4 24 | $2.1B | $500.6M | ||
| Q3 24 | — | $502.4M | ||
| Q2 24 | — | $638.3M | ||
| Q1 24 | — | $641.5M |
股东权益
AME
VATE
| Q4 25 | $10.6B | $-240.1M | ||
| Q3 25 | $10.5B | $-233.3M | ||
| Q2 25 | $10.4B | $-224.8M | ||
| Q1 25 | $10.0B | $-204.2M | ||
| Q4 24 | $9.7B | $-180.4M | ||
| Q3 24 | $9.6B | $-163.1M | ||
| Q2 24 | $9.3B | $-149.0M | ||
| Q1 24 | $9.0B | $-184.4M |
总资产
AME
VATE
| Q4 25 | $16.1B | $950.1M | ||
| Q3 25 | $16.2B | $913.2M | ||
| Q2 25 | $15.3B | $890.9M | ||
| Q1 25 | $14.9B | $868.0M | ||
| Q4 24 | $14.6B | $891.1M | ||
| Q3 24 | $14.8B | $897.2M | ||
| Q2 24 | $14.8B | $898.9M | ||
| Q1 24 | $14.9B | $943.5M |
负债/权益比
AME
VATE
| 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 | $101.1M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | — |
| 自由现金流率自由现金流/营收 | 26.4% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
AME
VATE
| Q4 25 | $584.3M | $101.1M | ||
| Q3 25 | $440.9M | $19.2M | ||
| Q2 25 | $359.1M | $40.4M | ||
| Q1 25 | $417.5M | $-14.1M | ||
| Q4 24 | $550.0M | $41.4M | ||
| Q3 24 | $487.2M | $-28.4M | ||
| Q2 24 | $381.4M | $21.5M | ||
| Q1 24 | $410.2M | $-25.4M |
自由现金流
AME
VATE
| Q4 25 | $527.3M | — | ||
| Q3 25 | $420.0M | $19.0M | ||
| Q2 25 | $329.8M | — | ||
| Q1 25 | $394.5M | $-18.8M | ||
| Q4 24 | $498.3M | $34.2M | ||
| Q3 24 | $460.9M | $-31.5M | ||
| Q2 24 | $360.0M | $18.4M | ||
| Q1 24 | $382.6M | $-31.0M |
自由现金流率
AME
VATE
| Q4 25 | 26.4% | — | ||
| Q3 25 | 22.2% | 5.5% | ||
| Q2 25 | 18.5% | — | ||
| Q1 25 | 22.8% | -6.9% | ||
| Q4 24 | 28.3% | 14.5% | ||
| Q3 24 | 27.0% | -13.0% | ||
| Q2 24 | 20.8% | 5.9% | ||
| Q1 24 | 22.0% | -9.8% |
资本支出强度
AME
VATE
| Q4 25 | 2.9% | — | ||
| Q3 25 | 1.1% | 0.1% | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 1.3% | 1.7% | ||
| Q4 24 | 2.9% | 3.0% | ||
| Q3 24 | 1.5% | 1.3% | ||
| Q2 24 | 1.2% | 1.0% | ||
| Q1 24 | 1.6% | 1.8% |
现金转化率
AME
VATE
| Q4 25 | 1.47× | — | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.42× | — | ||
| Q3 24 | 1.43× | — | ||
| Q2 24 | 1.13× | 1.49× | ||
| 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% |
VATE
| Commercial Revenue | $126.1M | 33% |
| Industrial Revenue | $87.5M | 23% |
| Transportation Revenue | $58.4M | 15% |
| Healthcare Revenue | $48.4M | 13% |
| Government Revenue | $44.3M | 12% |
| Energy Revenue | $8.0M | 2% |
| Broadcast Station Revenue | $5.7M | 1% |
| Systems And Consumables Revenue | $3.1M | 1% |
| Leisure Revenue | $200.0K | 0% |