vs
Ametek（AME）与永利度假村（WYNN）财务数据对比。点击上方公司名可切换其他公司
Ametek的季度营收约是永利度假村的1.1倍（$2.0B vs $1.9B），Ametek净利率更高（19.9% vs 5.4%，领先14.6%），Ametek同比增速更快（13.4% vs 1.5%），Ametek自由现金流更多（$527.3M vs $306.8M），过去两年Ametek的营收复合增速更高（7.3% vs 0.1%）
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。
永利度假村是总部位于美国内华达州帕拉代斯的上市企业，专注于高端酒店及博彩度假村的开发与运营。公司2002年由前梦幻度假村董事长兼首席执行官史蒂夫·永利创立，现任首席执行官为克雷格·比林斯，截至2020年已在全球布局6处优质物业。
AME vs WYNN — 直观对比
营收规模更大
AME
是对方的1.1倍
$1.9B
营收增速更快
AME
高出12.0%
1.5%
净利率更高
AME
高出14.6%
5.4%
自由现金流更多
AME
多$220.5M
$306.8M
两年增速更快
AME
近两年复合增速
0.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.9B |
| 净利润 | $398.6M | $100.0M |
| 毛利率 | 36.0% | — |
| 营业利润率 | 25.3% | 14.7% |
| 净利率 | 19.9% | 5.4% |
| 营收同比 | 13.4% | 1.5% |
| 净利润同比 | 2.9% | -63.9% |
| 每股收益（稀释后） | $1.73 | $0.96 |
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AMEWYNN
| Q4 25 | $2.0B | $1.9B | ||
| Q3 25 | $1.9B | $1.8B | ||
| Q2 25 | $1.8B | $1.7B | ||
| Q1 25 | $1.7B | $1.7B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.7B | $1.7B | ||
| Q2 24 | $1.7B | $1.7B | ||
| Q1 24 | $1.7B | $1.9B |
净利润AMEWYNN
| Q4 25 | $398.6M | $100.0M | ||
| Q3 25 | $371.4M | $88.3M | ||
| Q2 25 | $358.4M | $66.2M | ||
| Q1 25 | $351.8M | $72.7M | ||
| Q4 24 | $387.3M | $277.0M | ||
| Q3 24 | $340.2M | $-32.1M | ||
| Q2 24 | $337.7M | $111.9M | ||
| Q1 24 | $310.9M | $144.2M |
毛利率AMEWYNN
| Q4 25 | 36.0% | — | ||
| Q3 25 | 36.3% | — | ||
| Q2 25 | 35.8% | — | ||
| Q1 25 | 36.1% | — | ||
| Q4 24 | 36.6% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 36.0% | — | ||
| Q1 24 | 34.1% | — |
营业利润率AMEWYNN
| Q4 25 | 25.3% | 14.7% | ||
| Q3 25 | 25.8% | 16.9% | ||
| Q2 25 | 26.0% | 15.2% | ||
| Q1 25 | 26.3% | 15.8% | ||
| Q4 24 | 26.6% | 20.0% | ||
| Q3 24 | 26.1% | 7.9% | ||
| Q2 24 | 25.8% | 15.6% | ||
| Q1 24 | 24.0% | 19.5% |
净利率AMEWYNN
| Q4 25 | 19.9% | 5.4% | ||
| Q3 25 | 19.6% | 4.8% | ||
| Q2 25 | 20.2% | 3.8% | ||
| Q1 25 | 20.3% | 4.3% | ||
| Q4 24 | 22.0% | 15.1% | ||
| Q3 24 | 19.9% | -1.9% | ||
| Q2 24 | 19.5% | 6.5% | ||
| Q1 24 | 17.9% | 7.7% |
每股收益（稀释后）AMEWYNN
| Q4 25 | $1.73 | $0.96 | ||
| Q3 25 | $1.60 | $0.85 | ||
| Q2 25 | $1.55 | $0.64 | ||
| Q1 25 | $1.52 | $0.69 | ||
| Q4 24 | $1.67 | $2.43 | ||
| Q3 24 | $1.47 | $-0.29 | ||
| Q2 24 | $1.45 | $0.91 | ||
| Q1 24 | $1.34 | $1.30 |
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 | $1.5B |
| 总债务越低越好 | $2.3B | $10.5B |
| 股东权益账面价值 | $10.6B | $-275.5M |
| 总资产 | $16.1B | $13.1B |
| 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AMEWYNN
| Q4 25 | $458.0M | $1.5B | ||
| Q3 25 | $439.2M | $1.5B | ||
| Q2 25 | $619.7M | $2.0B | ||
| Q1 25 | $399.0M | $2.1B | ||
| Q4 24 | $374.0M | $2.4B | ||
| Q3 24 | $396.3M | $2.4B | ||
| Q2 24 | $396.6M | $2.4B | ||
| Q1 24 | $373.8M | $2.4B |
总债务AMEWYNN
| Q4 25 | $2.3B | $10.5B | ||
| Q3 25 | — | $10.6B | ||
| Q2 25 | — | $10.5B | ||
| Q1 25 | — | $10.6B | ||
| Q4 24 | $2.1B | $10.5B | ||
| Q3 24 | — | $11.8B | ||
| Q2 24 | — | $11.0B | ||
| Q1 24 | — | $11.2B |
股东权益AMEWYNN
| Q4 25 | $10.6B | $-275.5M | ||
| Q3 25 | $10.5B | $-370.0M | ||
| Q2 25 | $10.4B | $-441.5M | ||
| Q1 25 | $10.0B | $-360.7M | ||
| Q4 24 | $9.7B | $-224.2M | ||
| Q3 24 | $9.6B | $-281.4M | ||
| Q2 24 | $9.3B | $-109.8M | ||
| Q1 24 | $9.0B | $-137.0M |
总资产AMEWYNN
| Q4 25 | $16.1B | $13.1B | ||
| Q3 25 | $16.2B | $12.8B | ||
| Q2 25 | $15.3B | $12.7B | ||
| Q1 25 | $14.9B | $12.7B | ||
| Q4 24 | $14.6B | $13.0B | ||
| Q3 24 | $14.8B | $14.1B | ||
| Q2 24 | $14.8B | $13.3B | ||
| Q1 24 | $14.9B | $13.5B |
负债/权益比AMEWYNN
| 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 | $478.0M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $306.8M |
| 自由现金流率自由现金流/营收 | 26.4% | 16.4% |
| 资本支出强度资本支出/营收 | 2.9% | 9.2% |
| 现金转化率经营现金流/净利润 | 1.47× | 4.78× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $692.2M |
8季度趋势，按日历期对齐
经营现金流AMEWYNN
| Q4 25 | $584.3M | $478.0M | ||
| Q3 25 | $440.9M | $335.8M | ||
| Q2 25 | $359.1M | $405.1M | ||
| Q1 25 | $417.5M | $133.8M | ||
| Q4 24 | $550.0M | $479.0M | ||
| Q3 24 | $487.2M | $279.3M | ||
| Q2 24 | $381.4M | $352.8M | ||
| Q1 24 | $410.2M | $315.1M |
自由现金流AMEWYNN
| Q4 25 | $527.3M | $306.8M | ||
| Q3 25 | $420.0M | $171.8M | ||
| Q2 25 | $329.8M | $239.8M | ||
| Q1 25 | $394.5M | $-26.2M | ||
| Q4 24 | $498.3M | $351.8M | ||
| Q3 24 | $460.9M | $178.0M | ||
| Q2 24 | $360.0M | $259.1M | ||
| Q1 24 | $382.6M | $217.4M |
自由现金流率AMEWYNN
| Q4 25 | 26.4% | 16.4% | ||
| Q3 25 | 22.2% | 9.4% | ||
| Q2 25 | 18.5% | 13.8% | ||
| Q1 25 | 22.8% | -1.5% | ||
| Q4 24 | 28.3% | 19.1% | ||
| Q3 24 | 27.0% | 10.5% | ||
| Q2 24 | 20.8% | 15.0% | ||
| Q1 24 | 22.0% | 11.7% |
资本支出强度AMEWYNN
| Q4 25 | 2.9% | 9.2% | ||
| Q3 25 | 1.1% | 8.9% | ||
| Q2 25 | 1.6% | 9.5% | ||
| Q1 25 | 1.3% | 9.4% | ||
| Q4 24 | 2.9% | 6.9% | ||
| Q3 24 | 1.5% | 6.0% | ||
| Q2 24 | 1.2% | 5.4% | ||
| Q1 24 | 1.6% | 5.2% |
现金转化率AMEWYNN
| Q4 25 | 1.47× | 4.78× | ||
| Q3 25 | 1.19× | 3.80× | ||
| Q2 25 | 1.00× | 6.12× | ||
| Q1 25 | 1.19× | 1.84× | ||
| Q4 24 | 1.42× | 1.73× | ||
| Q3 24 | 1.43× | — | ||
| Q2 24 | 1.13× | 3.15× | ||
| Q1 24 | 1.32× | 2.18× |
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% |
WYNN
| Casino | $1.1B | 61% |
| Occupancy | $305.1M | 16% |
| Food And Beverage | $264.9M | 14% |
| Entertainment Retail And Other | $152.6M | 8% |
