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AFFILIATED MANAGERS GROUP, INC.(AMG)与Revvity(RVTY)财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是AFFILIATED MANAGERS GROUP, INC.的1.4倍($772.1M vs $556.6M),AFFILIATED MANAGERS GROUP, INC.净利率更高(62.4% vs 12.7%,领先49.7%),AFFILIATED MANAGERS GROUP, INC.同比增速更快(6.2% vs 5.9%),AFFILIATED MANAGERS GROUP, INC.自由现金流更多($254.5M vs $161.8M),过去两年Revvity的营收复合增速更高(9.0% vs 5.5%)
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。
Revvity是一家美国生命科学与诊断领域企业,主要服务制药、生物技术行业客户,重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案,其前身为业务布局多元的老牌企业珀金埃尔默。
AMG vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.4倍
$556.6M
营收增速更快
AMG
高出0.3%
5.9%
净利率更高
AMG
高出49.7%
12.7%
自由现金流更多
AMG
多$92.7M
$161.8M
两年增速更快
RVTY
近两年复合增速
5.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $556.6M | $772.1M |
| 净利润 | $347.5M | $98.4M |
| 毛利率 | — | — |
| 营业利润率 | 94.4% | 14.5% |
| 净利率 | 62.4% | 12.7% |
| 营收同比 | 6.2% | 5.9% |
| 净利润同比 | 114.2% | 3.9% |
| 每股收益(稀释后) | $10.87 | $0.86 |
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
AMG
RVTY
| Q4 25 | $556.6M | $772.1M | ||
| Q3 25 | $528.0M | $698.9M | ||
| Q2 25 | $493.2M | $720.3M | ||
| Q1 25 | $496.6M | $664.8M | ||
| Q4 24 | $524.3M | $729.4M | ||
| Q3 24 | $516.4M | $684.0M | ||
| Q2 24 | $500.3M | $691.7M | ||
| Q1 24 | $499.9M | $649.9M |
净利润
AMG
RVTY
| Q4 25 | $347.5M | $98.4M | ||
| Q3 25 | $212.4M | $46.7M | ||
| Q2 25 | $84.3M | $53.9M | ||
| Q1 25 | $72.4M | $42.2M | ||
| Q4 24 | $162.2M | $94.6M | ||
| Q3 24 | $123.6M | $94.4M | ||
| Q2 24 | $76.0M | $55.4M | ||
| Q1 24 | $149.8M | $26.0M |
毛利率
AMG
RVTY
| Q4 25 | — | — | ||
| Q3 25 | — | 53.6% | ||
| Q2 25 | — | 54.5% | ||
| Q1 25 | — | 56.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 56.3% | ||
| Q2 24 | — | 55.7% | ||
| Q1 24 | — | 54.6% |
营业利润率
AMG
RVTY
| Q4 25 | 94.4% | 14.5% | ||
| Q3 25 | 68.7% | 11.7% | ||
| Q2 25 | 34.8% | 12.6% | ||
| Q1 25 | 25.5% | 10.9% | ||
| Q4 24 | 52.2% | 16.3% | ||
| Q3 24 | 42.0% | 14.3% | ||
| Q2 24 | 35.6% | 12.4% | ||
| Q1 24 | 50.8% | 6.8% |
净利率
AMG
RVTY
| Q4 25 | 62.4% | 12.7% | ||
| Q3 25 | 40.2% | 6.7% | ||
| Q2 25 | 17.1% | 7.5% | ||
| Q1 25 | 14.6% | 6.4% | ||
| Q4 24 | 30.9% | 13.0% | ||
| Q3 24 | 23.9% | 13.8% | ||
| Q2 24 | 15.2% | 8.0% | ||
| Q1 24 | 30.0% | 4.0% |
每股收益(稀释后)
AMG
RVTY
| Q4 25 | $10.87 | $0.86 | ||
| Q3 25 | $6.87 | $0.40 | ||
| Q2 25 | $2.80 | $0.46 | ||
| Q1 25 | $2.20 | $0.35 | ||
| Q4 24 | $4.95 | $0.77 | ||
| Q3 24 | $3.78 | $0.77 | ||
| Q2 24 | $2.26 | $0.45 | ||
| Q1 24 | $4.14 | $0.21 |
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 | $586.0M | $919.9M |
| 总债务越低越好 | $2.7B | — |
| 股东权益账面价值 | $3.2B | $7.3B |
| 总资产 | $9.2B | $12.2B |
| 负债/权益比越低杠杆越低 | 0.83× | — |
8季度趋势,按日历期对齐
现金及短期投资
AMG
RVTY
| Q4 25 | $586.0M | $919.9M | ||
| Q3 25 | $476.1M | $931.4M | ||
| Q2 25 | $361.0M | $991.8M | ||
| Q1 25 | $816.5M | $1.1B | ||
| Q4 24 | $950.0M | $1.2B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $865.5M | $2.0B | ||
| Q1 24 | $793.4M | $1.7B |
总债务
AMG
RVTY
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.5B | — |
股东权益
AMG
RVTY
| Q4 25 | $3.2B | $7.3B | ||
| Q3 25 | $3.3B | $7.4B | ||
| Q2 25 | $3.2B | $7.6B | ||
| Q1 25 | $3.2B | $7.6B | ||
| Q4 24 | $3.3B | $7.7B | ||
| Q3 24 | $3.3B | $7.9B | ||
| Q2 24 | $3.3B | $7.9B | ||
| Q1 24 | $3.6B | $7.8B |
总资产
AMG
RVTY
| Q4 25 | $9.2B | $12.2B | ||
| Q3 25 | $8.9B | $12.1B | ||
| Q2 25 | $8.8B | $12.4B | ||
| Q1 25 | $8.7B | $12.4B | ||
| Q4 24 | $8.8B | $12.4B | ||
| Q3 24 | $8.9B | $12.8B | ||
| Q2 24 | $8.8B | $13.4B | ||
| Q1 24 | $9.0B | $13.4B |
负债/权益比
AMG
RVTY
| Q4 25 | 0.83× | — | ||
| Q3 25 | 0.71× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | 0.82× | — | ||
| Q4 24 | 0.78× | — | ||
| Q3 24 | 0.79× | — | ||
| Q2 24 | 0.76× | — | ||
| Q1 24 | 0.70× | — |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $254.5M | $161.8M |
| 自由现金流率自由现金流/营收 | 45.7% | 21.0% |
| 资本支出强度资本支出/营收 | 0.3% | 2.6% |
| 现金转化率经营现金流/净利润 | 0.74× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $967.1M | $509.4M |
8季度趋势,按日历期对齐
经营现金流
AMG
RVTY
| Q4 25 | $256.4M | $182.0M | ||
| Q3 25 | $277.1M | $138.5M | ||
| Q2 25 | $230.8M | $134.3M | ||
| Q1 25 | $208.9M | $128.2M | ||
| Q4 24 | $212.5M | $174.2M | ||
| Q3 24 | $265.2M | $147.9M | ||
| Q2 24 | $245.2M | $158.6M | ||
| Q1 24 | $209.2M | $147.6M |
自由现金流
AMG
RVTY
| Q4 25 | $254.5M | $161.8M | ||
| Q3 25 | $275.9M | $120.0M | ||
| Q2 25 | $229.4M | $115.5M | ||
| Q1 25 | $207.3M | $112.2M | ||
| Q4 24 | $211.4M | $149.8M | ||
| Q3 24 | $264.5M | $125.6M | ||
| Q2 24 | $244.6M | $136.6M | ||
| Q1 24 | $208.2M | $129.7M |
自由现金流率
AMG
RVTY
| Q4 25 | 45.7% | 21.0% | ||
| Q3 25 | 52.3% | 17.2% | ||
| Q2 25 | 46.5% | 16.0% | ||
| Q1 25 | 41.7% | 16.9% | ||
| Q4 24 | 40.3% | 20.5% | ||
| Q3 24 | 51.2% | 18.4% | ||
| Q2 24 | 48.9% | 19.7% | ||
| Q1 24 | 41.6% | 20.0% |
资本支出强度
AMG
RVTY
| Q4 25 | 0.3% | 2.6% | ||
| Q3 25 | 0.2% | 2.6% | ||
| Q2 25 | 0.3% | 2.6% | ||
| Q1 25 | 0.3% | 2.4% | ||
| Q4 24 | 0.2% | 3.4% | ||
| Q3 24 | 0.1% | 3.3% | ||
| Q2 24 | 0.1% | 3.2% | ||
| Q1 24 | 0.2% | 2.7% |
现金转化率
AMG
RVTY
| Q4 25 | 0.74× | 1.85× | ||
| Q3 25 | 1.30× | 2.97× | ||
| Q2 25 | 2.74× | 2.49× | ||
| Q1 25 | 2.89× | 3.03× | ||
| Q4 24 | 1.31× | 1.84× | ||
| Q3 24 | 2.15× | 1.57× | ||
| Q2 24 | 3.23× | 2.87× | ||
| Q1 24 | 1.40× | 5.67× |
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
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |