vs
Ametek（AME）与WINNEBAGO INDUSTRIES INC（WGO）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WINNEBAGO INDUSTRIES INC的2.8倍（$2.0B vs $702.7M）。Ametek净利率更高（19.9% vs 0.8%，领先19.2%）。Ametek同比增速更快（13.4% vs 12.3%）。Ametek自由现金流更多（$527.3M vs $19.8M）。过去两年Ametek的营收复合增速更高（7.3% vs -4.0%）
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。
温尼贝戈工业是美国知名的房车制造商，主营 recreational vehicle（ recreational vehicle 即休闲旅居车）生产制造，2018年收购克里斯-克拉夫特公司后进军摩托艇制造领域，企业也曾产出中轻型多用途车等相关产品，公司名称源自其原总部所在地爱荷华州的温纳贝戈县。
AME vs WGO — 直观对比
营收规模更大
AME
是对方的2.8倍
$702.7M
营收增速更快
AME
高出1.1%
12.3%
净利率更高
AME
高出19.2%
0.8%
自由现金流更多
AME
多$507.5M
$19.8M
两年增速更快
AME
近两年复合增速
-4.0%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $702.7M |
| 净利润 | $398.6M | $5.5M |
| 毛利率 | 36.0% | 12.7% |
| 营业利润率 | 25.3% | 2.0% |
| 净利率 | 19.9% | 0.8% |
| 营收同比 | 13.4% | 12.3% |
| 净利润同比 | 2.9% | 205.8% |
| 每股收益（稀释后） | $1.73 | $0.19 |
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AMEWGO
| Q4 25 | $2.0B | $702.7M | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.8B | $775.1M | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.8B | $625.6M | ||
| Q3 24 | $1.7B | $720.9M | ||
| Q2 24 | $1.7B | $786.0M | ||
| Q1 24 | $1.7B | $703.6M |
净利润AMEWGO
| Q4 25 | $398.6M | $5.5M | ||
| Q3 25 | $371.4M | — | ||
| Q2 25 | $358.4M | $17.6M | ||
| Q1 25 | $351.8M | — | ||
| Q4 24 | $387.3M | $-5.2M | ||
| Q3 24 | $340.2M | $-29.1M | ||
| Q2 24 | $337.7M | $29.0M | ||
| Q1 24 | $310.9M | $-12.7M |
毛利率AMEWGO
| Q4 25 | 36.0% | 12.7% | ||
| Q3 25 | 36.3% | — | ||
| Q2 25 | 35.8% | 13.7% | ||
| Q1 25 | 36.1% | — | ||
| Q4 24 | 36.6% | 12.3% | ||
| Q3 24 | 36.0% | 13.1% | ||
| Q2 24 | 36.0% | 15.0% | ||
| Q1 24 | 34.1% | 15.0% |
营业利润率AMEWGO
| Q4 25 | 25.3% | 2.0% | ||
| Q3 25 | 25.8% | — | ||
| Q2 25 | 26.0% | 3.9% | ||
| Q1 25 | 26.3% | — | ||
| Q4 24 | 26.6% | -0.1% | ||
| Q3 24 | 26.1% | -2.5% | ||
| Q2 24 | 25.8% | 5.5% | ||
| Q1 24 | 24.0% | 5.0% |
净利率AMEWGO
| Q4 25 | 19.9% | 0.8% | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 20.2% | 2.3% | ||
| Q1 25 | 20.3% | — | ||
| Q4 24 | 22.0% | -0.8% | ||
| Q3 24 | 19.9% | -4.0% | ||
| Q2 24 | 19.5% | 3.7% | ||
| Q1 24 | 17.9% | -1.8% |
每股收益（稀释后）AMEWGO
| Q4 25 | $1.73 | $0.19 | ||
| Q3 25 | $1.60 | — | ||
| Q2 25 | $1.55 | $0.62 | ||
| Q1 25 | $1.52 | — | ||
| Q4 24 | $1.67 | $-0.18 | ||
| Q3 24 | $1.47 | $-0.87 | ||
| Q2 24 | $1.45 | $0.96 | ||
| Q1 24 | $1.34 | $-0.43 |
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 | $181.7M |
| 总债务越低越好 | $2.3B | $541.0M |
| 股东权益账面价值 | $10.6B | $1.2B |
| 总资产 | $16.1B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.21× | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资AMEWGO
| Q4 25 | $458.0M | $181.7M | ||
| Q3 25 | $439.2M | — | ||
| Q2 25 | $619.7M | $10.5M | ||
| Q1 25 | $399.0M | — | ||
| Q4 24 | $374.0M | $262.5M | ||
| Q3 24 | $396.3M | $330.9M | ||
| Q2 24 | $396.6M | $318.1M | ||
| Q1 24 | $373.8M | $265.7M |
总债务AMEWGO
| Q4 25 | $2.3B | $541.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $539.9M | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | $637.7M | ||
| Q3 24 | — | $637.1M | ||
| Q2 24 | — | $636.4M | ||
| Q1 24 | — | $694.8M |
股东权益AMEWGO
| Q4 25 | $10.6B | $1.2B | ||
| Q3 25 | $10.5B | — | ||
| Q2 25 | $10.4B | $1.2B | ||
| Q1 25 | $10.0B | — | ||
| Q4 24 | $9.7B | $1.2B | ||
| Q3 24 | $9.6B | $1.3B | ||
| Q2 24 | $9.3B | $1.3B | ||
| Q1 24 | $9.0B | $1.3B |
总资产AMEWGO
| Q4 25 | $16.1B | $2.1B | ||
| Q3 25 | $16.2B | — | ||
| Q2 25 | $15.3B | $2.1B | ||
| Q1 25 | $14.9B | — | ||
| Q4 24 | $14.6B | $2.3B | ||
| Q3 24 | $14.8B | $2.4B | ||
| Q2 24 | $14.8B | $2.4B | ||
| Q1 24 | $14.9B | $2.4B |
负债/权益比AMEWGO
| Q4 25 | 0.21× | 0.44× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | 0.51× | ||
| Q3 24 | — | 0.50× | ||
| Q2 24 | — | 0.48× | ||
| Q1 24 | — | 0.52× |
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 | $25.4M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $19.8M |
| 自由现金流率自由现金流/营收 | 26.4% | 2.8% |
| 资本支出强度资本支出/营收 | 2.9% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.47× | 4.62× |
| 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AMEWGO
| Q4 25 | $584.3M | $25.4M | ||
| Q3 25 | $440.9M | — | ||
| Q2 25 | $359.1M | — | ||
| Q1 25 | $417.5M | — | ||
| Q4 24 | $550.0M | $-16.7M | ||
| Q3 24 | $487.2M | $40.7M | ||
| Q2 24 | $381.4M | $99.4M | ||
| Q1 24 | $410.2M | $25.2M |
自由现金流AMEWGO
| Q4 25 | $527.3M | $19.8M | ||
| Q3 25 | $420.0M | — | ||
| Q2 25 | $329.8M | — | ||
| Q1 25 | $394.5M | — | ||
| Q4 24 | $498.3M | $-26.7M | ||
| Q3 24 | $460.9M | $29.5M | ||
| Q2 24 | $360.0M | $88.4M | ||
| Q1 24 | $382.6M | $14.2M |
自由现金流率AMEWGO
| Q4 25 | 26.4% | 2.8% | ||
| Q3 25 | 22.2% | — | ||
| Q2 25 | 18.5% | — | ||
| Q1 25 | 22.8% | — | ||
| Q4 24 | 28.3% | -4.3% | ||
| Q3 24 | 27.0% | 4.1% | ||
| Q2 24 | 20.8% | 11.2% | ||
| Q1 24 | 22.0% | 2.0% |
资本支出强度AMEWGO
| Q4 25 | 2.9% | 0.8% | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 2.9% | 1.6% | ||
| Q3 24 | 1.5% | 1.6% | ||
| Q2 24 | 1.2% | 1.4% | ||
| Q1 24 | 1.6% | 1.6% |
现金转化率AMEWGO
| Q4 25 | 1.47× | 4.62× | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.42× | — | ||
| Q3 24 | 1.43× | — | ||
| Q2 24 | 1.13× | 3.43× | ||
| 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% |
WGO
| Travel Trailer | $139.2M | 20% |
| Class C And Other | $131.0M | 19% |
| Fifth Wheel | $116.0M | 17% |
| Class A | $97.4M | 14% |
| Marine Segment | $79.2M | 11% |
| Class B | $76.3M | 11% |
| Other | $56.4M | 8% |
