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Ametek（AME）与WillScot Holdings Corp（WSC）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WillScot Holdings Corp的3.5倍（$2.0B vs $566.0M）。Ametek净利率更高（19.9% vs -33.1%，领先53.0%）。Ametek同比增速更快（13.4% vs -6.1%）。Ametek自由现金流更多（$527.3M vs $149.7M）。过去两年Ametek的营收复合增速更高（7.3% vs -1.8%）
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。
WillScot Holdings Corp是北美领先的模块化空间及便携式存储服务供应商，服务覆盖建筑、商业开发、教育、医疗、政府项目、特殊活动等多个领域，为客户提供灵活可扩展的临时及半永久空间解决方案。
AME vs WSC — 直观对比
营收规模更大
AME
是对方的3.5倍
$566.0M
营收增速更快
AME
高出19.5%
-6.1%
净利率更高
AME
高出53.0%
-33.1%
自由现金流更多
AME
多$377.5M
$149.7M
两年增速更快
AME
近两年复合增速
-1.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $566.0M |
| 净利润 | $398.6M | $-187.3M |
| 毛利率 | 36.0% | 50.4% |
| 营业利润率 | 25.3% | -32.5% |
| 净利率 | 19.9% | -33.1% |
| 营收同比 | 13.4% | -6.1% |
| 净利润同比 | 2.9% | -310.0% |
| 每股收益（稀释后） | $1.73 | $-1.02 |
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AMEWSC
| Q4 25 | $2.0B | $566.0M | ||
| Q3 25 | $1.9B | $566.8M | ||
| Q2 25 | $1.8B | $589.1M | ||
| Q1 25 | $1.7B | $559.6M | ||
| Q4 24 | $1.8B | $602.5M | ||
| Q3 24 | $1.7B | $601.4M | ||
| Q2 24 | $1.7B | $604.6M | ||
| Q1 24 | $1.7B | $587.2M |
净利润AMEWSC
| Q4 25 | $398.6M | $-187.3M | ||
| Q3 25 | $371.4M | $43.3M | ||
| Q2 25 | $358.4M | $47.9M | ||
| Q1 25 | $351.8M | $43.1M | ||
| Q4 24 | $387.3M | $89.2M | ||
| Q3 24 | $340.2M | $-70.5M | ||
| Q2 24 | $337.7M | $-46.9M | ||
| Q1 24 | $310.9M | $56.2M |
毛利率AMEWSC
| Q4 25 | 36.0% | 50.4% | ||
| Q3 25 | 36.3% | 49.7% | ||
| Q2 25 | 35.8% | 50.3% | ||
| Q1 25 | 36.1% | 53.7% | ||
| Q4 24 | 36.6% | 55.8% | ||
| Q3 24 | 36.0% | 53.5% | ||
| Q2 24 | 36.0% | 54.1% | ||
| Q1 24 | 34.1% | 54.0% |
营业利润率AMEWSC
| Q4 25 | 25.3% | -32.5% | ||
| Q3 25 | 25.8% | 21.0% | ||
| Q2 25 | 26.0% | 21.5% | ||
| Q1 25 | 26.3% | 21.3% | ||
| Q4 24 | 26.6% | 28.9% | ||
| Q3 24 | 26.1% | -5.9% | ||
| Q2 24 | 25.8% | -0.9% | ||
| Q1 24 | 24.0% | 22.1% |
净利率AMEWSC
| Q4 25 | 19.9% | -33.1% | ||
| Q3 25 | 19.6% | 7.6% | ||
| Q2 25 | 20.2% | 8.1% | ||
| Q1 25 | 20.3% | 7.7% | ||
| Q4 24 | 22.0% | 14.8% | ||
| Q3 24 | 19.9% | -11.7% | ||
| Q2 24 | 19.5% | -7.7% | ||
| Q1 24 | 17.9% | 9.6% |
每股收益（稀释后）AMEWSC
| Q4 25 | $1.73 | $-1.02 | ||
| Q3 25 | $1.60 | $0.24 | ||
| Q2 25 | $1.55 | $0.26 | ||
| Q1 25 | $1.52 | $0.23 | ||
| Q4 24 | $1.67 | $0.48 | ||
| Q3 24 | $1.47 | $-0.37 | ||
| Q2 24 | $1.45 | $-0.25 | ||
| Q1 24 | $1.34 | $0.29 |
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 | $14.6M |
| 总债务越低越好 | $2.3B | $3.6B |
| 股东权益账面价值 | $10.6B | $856.3M |
| 总资产 | $16.1B | $5.8B |
| 负债/权益比越低杠杆越低 | 0.21× | 4.15× |
8季度趋势，按日历期对齐
现金及短期投资AMEWSC
| Q4 25 | $458.0M | $14.6M | ||
| Q3 25 | $439.2M | $14.8M | ||
| Q2 25 | $619.7M | $12.8M | ||
| Q1 25 | $399.0M | $10.7M | ||
| Q4 24 | $374.0M | $9.0M | ||
| Q3 24 | $396.3M | $11.0M | ||
| Q2 24 | $396.6M | $5.9M | ||
| Q1 24 | $373.8M | $13.1M |
总债务AMEWSC
| Q4 25 | $2.3B | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | $2.1B | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B | ||
| Q1 24 | — | $3.5B |
股东权益AMEWSC
| Q4 25 | $10.6B | $856.3M | ||
| Q3 25 | $10.5B | $1.1B | ||
| Q2 25 | $10.4B | $1.0B | ||
| Q1 25 | $10.0B | $1.0B | ||
| Q4 24 | $9.7B | $1.0B | ||
| Q3 24 | $9.6B | $1.1B | ||
| Q2 24 | $9.3B | $1.2B | ||
| Q1 24 | $9.0B | $1.3B |
总资产AMEWSC
| Q4 25 | $16.1B | $5.8B | ||
| Q3 25 | $16.2B | $6.1B | ||
| Q2 25 | $15.3B | $6.1B | ||
| Q1 25 | $14.9B | $6.0B | ||
| Q4 24 | $14.6B | $6.0B | ||
| Q3 24 | $14.8B | $6.0B | ||
| Q2 24 | $14.8B | $6.0B | ||
| Q1 24 | $14.9B | $6.2B |
负债/权益比AMEWSC
| Q4 25 | 0.21× | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | 0.22× | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× | ||
| Q1 24 | — | 2.63× |
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 | $158.9M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $149.7M |
| 自由现金流率自由现金流/营收 | 26.4% | 26.5% |
| 资本支出强度资本支出/营收 | 2.9% | 1.6% |
| 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 | $737.7M |
8季度趋势，按日历期对齐
经营现金流AMEWSC
| Q4 25 | $584.3M | $158.9M | ||
| Q3 25 | $440.9M | $191.2M | ||
| Q2 25 | $359.1M | $205.3M | ||
| Q1 25 | $417.5M | $206.6M | ||
| Q4 24 | $550.0M | $178.9M | ||
| Q3 24 | $487.2M | $-1.6M | ||
| Q2 24 | $381.4M | $175.6M | ||
| Q1 24 | $410.2M | $208.7M |
自由现金流AMEWSC
| Q4 25 | $527.3M | $149.7M | ||
| Q3 25 | $420.0M | $186.9M | ||
| Q2 25 | $329.8M | $199.0M | ||
| Q1 25 | $394.5M | $202.0M | ||
| Q4 24 | $498.3M | $176.6M | ||
| Q3 24 | $460.9M | $-4.9M | ||
| Q2 24 | $360.0M | $169.4M | ||
| Q1 24 | $382.6M | $202.1M |
自由现金流率AMEWSC
| Q4 25 | 26.4% | 26.5% | ||
| Q3 25 | 22.2% | 33.0% | ||
| Q2 25 | 18.5% | 33.8% | ||
| Q1 25 | 22.8% | 36.1% | ||
| Q4 24 | 28.3% | 29.3% | ||
| Q3 24 | 27.0% | -0.8% | ||
| Q2 24 | 20.8% | 28.0% | ||
| Q1 24 | 22.0% | 34.4% |
资本支出强度AMEWSC
| Q4 25 | 2.9% | 1.6% | ||
| Q3 25 | 1.1% | 0.7% | ||
| Q2 25 | 1.6% | 1.1% | ||
| Q1 25 | 1.3% | 0.8% | ||
| Q4 24 | 2.9% | 0.4% | ||
| Q3 24 | 1.5% | 0.6% | ||
| Q2 24 | 1.2% | 1.0% | ||
| Q1 24 | 1.6% | 1.1% |
现金转化率AMEWSC
| Q4 25 | 1.47× | — | ||
| Q3 25 | 1.19× | 4.41× | ||
| Q2 25 | 1.00× | 4.28× | ||
| Q1 25 | 1.19× | 4.80× | ||
| Q4 24 | 1.42× | 2.01× | ||
| Q3 24 | 1.43× | — | ||
| Q2 24 | 1.13× | — | ||
| Q1 24 | 1.32× | 3.71× |
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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
