vs
AFFILIATED MANAGERS GROUP, INC.（AMG）与OCEANEERING INTERNATIONAL INC（OII）财务数据对比。点击上方公司名可切换其他公司
OCEANEERING INTERNATIONAL INC的季度营收约是AFFILIATED MANAGERS GROUP, INC.的1.2倍（$692.4M vs $556.6M），AFFILIATED MANAGERS GROUP, INC.净利率更高（62.4% vs 5.2%，领先57.2%），AFFILIATED MANAGERS GROUP, INC.同比增速更快（6.2% vs 2.7%），AFFILIATED MANAGERS GROUP, INC.自由现金流更多（$254.5M vs $-76.5M），过去两年AFFILIATED MANAGERS GROUP, INC.的营收复合增速更高（5.5% vs 1.8%）
Affiliated Managers Group（简称AMG）是一家成立于1993年的美国金融服务企业，总部位于佛罗里达州西棕榈滩。公司股票在纽约证券交易所挂牌交易，代码为AMG，同时是标普400美国中型企业指数的成份股。
奥什科什国际（Oceaneering International）是一家总部位于美国得克萨斯州休斯敦的水下工程及应用技术企业，为海洋、航天及其他特殊作业场景的客户提供定制化工程服务与硬件设备，在极端环境工程领域拥有深厚的技术积累。
AMG vs OII — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.6M | $692.4M |
| 净利润 | $347.5M | $36.1M |
| 毛利率 | — | — |
| 营业利润率 | 94.4% | — |
| 净利率 | 62.4% | 5.2% |
| 营收同比 | 6.2% | 2.7% |
| 净利润同比 | 114.2% | -79.7% |
| 每股收益（稀释后） | $10.87 | $0.36 |
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
| Q1 26 | — | $692.4M | ||
| Q4 25 | $556.6M | $668.6M | ||
| Q3 25 | $528.0M | $742.9M | ||
| Q2 25 | $493.2M | $698.2M | ||
| Q1 25 | $496.6M | $674.5M | ||
| Q4 24 | $524.3M | $713.5M | ||
| Q3 24 | $516.4M | $679.8M | ||
| Q2 24 | $500.3M | $668.8M |
| Q1 26 | — | $36.1M | ||
| Q4 25 | $347.5M | $177.7M | ||
| Q3 25 | $212.4M | $71.3M | ||
| Q2 25 | $84.3M | $54.4M | ||
| Q1 25 | $72.4M | $50.4M | ||
| Q4 24 | $162.2M | $56.1M | ||
| Q3 24 | $123.6M | $41.2M | ||
| Q2 24 | $76.0M | $35.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.8% | ||
| Q3 25 | — | 20.6% | ||
| Q2 25 | — | 21.3% | ||
| Q1 25 | — | 20.0% | ||
| Q4 24 | — | 19.9% | ||
| Q3 24 | — | 19.3% | ||
| Q2 24 | — | 18.0% |
| Q1 26 | — | — | ||
| Q4 25 | 94.4% | 9.8% | ||
| Q3 25 | 68.7% | 11.6% | ||
| Q2 25 | 34.8% | 11.3% | ||
| Q1 25 | 25.5% | 10.9% | ||
| Q4 24 | 52.2% | 10.9% | ||
| Q3 24 | 42.0% | 10.5% | ||
| Q2 24 | 35.6% | 9.0% |
| Q1 26 | — | 5.2% | ||
| Q4 25 | 62.4% | 26.6% | ||
| Q3 25 | 40.2% | 9.6% | ||
| Q2 25 | 17.1% | 7.8% | ||
| Q1 25 | 14.6% | 7.5% | ||
| Q4 24 | 30.9% | 7.9% | ||
| Q3 24 | 23.9% | 6.1% | ||
| Q2 24 | 15.2% | 5.2% |
| Q1 26 | — | $0.36 | ||
| Q4 25 | $10.87 | $1.75 | ||
| Q3 25 | $6.87 | $0.71 | ||
| Q2 25 | $2.80 | $0.54 | ||
| Q1 25 | $2.20 | $0.49 | ||
| Q4 24 | $4.95 | $0.55 | ||
| Q3 24 | $3.78 | $0.40 | ||
| Q2 24 | $2.26 | $0.34 |
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 | $586.0M | — |
| 总债务越低越好 | $2.7B | $488.8M |
| 股东权益账面价值 | $3.2B | $1.1B |
| 总资产 | $9.2B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.83× | 0.44× |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $586.0M | $695.9M | ||
| Q3 25 | $476.1M | $7.0M | ||
| Q2 25 | $361.0M | $7.0M | ||
| Q1 25 | $816.5M | $7.0M | ||
| Q4 24 | $950.0M | $504.5M | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $865.5M | — |
| Q1 26 | — | $488.8M | ||
| Q4 25 | $2.7B | $487.4M | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | $482.0M | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.5B | — |
| Q1 26 | — | $1.1B | ||
| Q4 25 | $3.2B | $1.1B | ||
| Q3 25 | $3.3B | $907.7M | ||
| Q2 25 | $3.2B | $842.1M | ||
| Q1 25 | $3.2B | $773.1M | ||
| Q4 24 | $3.3B | $714.3M | ||
| Q3 24 | $3.3B | $698.0M | ||
| Q2 24 | $3.3B | $651.0M |
| Q1 26 | — | $2.6B | ||
| Q4 25 | $9.2B | $2.7B | ||
| Q3 25 | $8.9B | $2.5B | ||
| Q2 25 | $8.8B | $2.3B | ||
| Q1 25 | $8.7B | $2.3B | ||
| Q4 24 | $8.8B | $2.3B | ||
| Q3 24 | $8.9B | $2.4B | ||
| Q2 24 | $8.8B | $2.3B |
| Q1 26 | — | 0.44× | ||
| Q4 25 | 0.83× | 0.46× | ||
| Q3 25 | 0.71× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | 0.82× | — | ||
| Q4 24 | 0.78× | 0.67× | ||
| Q3 24 | 0.79× | — | ||
| Q2 24 | 0.76× | — |
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 | $256.4M | — |
| 自由现金流经营现金流 - 资本支出 | $254.5M | $-76.5M |
| 自由现金流率自由现金流/营收 | 45.7% | -11.1% |
| 资本支出强度资本支出/营收 | 0.3% | 2.5% |
| 现金转化率经营现金流/净利润 | 0.74× | — |
| 过去12个月自由现金流最近4个季度 | $967.1M | $238.1M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $256.4M | $221.1M | ||
| Q3 25 | $277.1M | $101.3M | ||
| Q2 25 | $230.8M | $77.2M | ||
| Q1 25 | $208.9M | $-80.7M | ||
| Q4 24 | $212.5M | $128.4M | ||
| Q3 24 | $265.2M | $91.9M | ||
| Q2 24 | $245.2M | $52.6M |
| Q1 26 | — | $-76.5M | ||
| Q4 25 | $254.5M | $190.7M | ||
| Q3 25 | $275.9M | $77.0M | ||
| Q2 25 | $229.4M | $46.9M | ||
| Q1 25 | $207.3M | $-106.8M | ||
| Q4 24 | $211.4M | $94.5M | ||
| Q3 24 | $264.5M | $67.0M | ||
| Q2 24 | $244.6M | $29.8M |
| Q1 26 | — | -11.1% | ||
| Q4 25 | 45.7% | 28.5% | ||
| Q3 25 | 52.3% | 10.4% | ||
| Q2 25 | 46.5% | 6.7% | ||
| Q1 25 | 41.7% | -15.8% | ||
| Q4 24 | 40.3% | 13.2% | ||
| Q3 24 | 51.2% | 9.9% | ||
| Q2 24 | 48.9% | 4.5% |
| Q1 26 | — | 2.5% | ||
| Q4 25 | 0.3% | 4.6% | ||
| Q3 25 | 0.2% | 3.3% | ||
| Q2 25 | 0.3% | 4.3% | ||
| Q1 25 | 0.3% | 3.9% | ||
| Q4 24 | 0.2% | 4.7% | ||
| Q3 24 | 0.1% | 3.7% | ||
| Q2 24 | 0.1% | 3.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | 1.24× | ||
| Q3 25 | 1.30× | 1.42× | ||
| Q2 25 | 2.74× | 1.42× | ||
| Q1 25 | 2.89× | -1.60× | ||
| Q4 24 | 1.31× | 2.29× | ||
| Q3 24 | 2.15× | 2.23× | ||
| Q2 24 | 3.23× | 1.50× |
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
AMG
暂无分部数据
OII
| Backlog at end of period | $492.0M | 71% |
| Other | $162.8M | 24% |
| ROV days available | $22.5M | 3% |
| ROV days utilized | $15.1M | 2% |
