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AMN HEALTHCARE SERVICES INC（AMN）与埃培智集团（IPG）财务数据对比。点击上方公司名可切换其他公司
埃培智集团的季度营收约是AMN HEALTHCARE SERVICES INC的1.5倍（$2.1B vs $1.4B），埃培智集团净利率更高（5.8% vs 4.5%，领先1.3%），AMN HEALTHCARE SERVICES INC同比增速更快（100.0% vs -4.8%），过去两年AMN HEALTHCARE SERVICES INC的营收复合增速更高（36.4% vs -9.1%）
AMN医疗保健服务公司是美国领先的医疗人力资源解决方案提供商，主要为医院、诊所等各类医疗机构提供护士、医师、医技人员及其他临床、非临床岗位的临时与长期派遣服务，同时提供医护团队管理技术支持及相关咨询服务。
埃培智集团（IPG）是总部位于美国纽约的广告营销传播集团，旗下拥有FCB、IPG盟博、麦肯世界集团、睿狮集团等五大核心业务网络，以及公关、体育营销、艺人经纪、医疗营销等领域的多家专业独立代理商，被宏盟收购前是与WPP、阳狮、宏盟齐名的全球广告行业“四大集团”之一。
AMN vs IPG — 直观对比
营收规模更大
IPG
是对方的1.5倍
$1.4B
营收增速更快
AMN
高出104.8%
-4.8%
净利率更高
IPG
高出1.3%
4.5%
两年增速更快
AMN
近两年复合增速
-9.1%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.1B |
| 净利润 | $62.2M | $124.2M |
| 毛利率 | 26.8% | — |
| 营业利润率 | 8.5% | 10.3% |
| 净利率 | 4.5% | 5.8% |
| 营收同比 | 100.0% | -4.8% |
| 净利润同比 | — | 517.9% |
| 每股收益（稀释后） | $1.59 | $0.34 |
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AMNIPG
| Q1 26 | $1.4B | — | ||
| Q4 25 | $748.2M | — | ||
| Q3 25 | $634.5M | $2.1B | ||
| Q2 25 | $658.2M | $2.2B | ||
| Q1 25 | $689.5M | $2.0B | ||
| Q4 24 | $734.7M | $2.4B | ||
| Q3 24 | $687.5M | $2.2B | ||
| Q2 24 | $740.7M | $2.3B |
净利润AMNIPG
| Q1 26 | $62.2M | — | ||
| Q4 25 | $-7.7M | — | ||
| Q3 25 | $29.3M | $124.2M | ||
| Q2 25 | $-116.2M | $162.5M | ||
| Q1 25 | $-1.1M | $-85.4M | ||
| Q4 24 | $-187.5M | $344.5M | ||
| Q3 24 | $7.0M | $20.1M | ||
| Q2 24 | $16.2M | $214.5M |
毛利率AMNIPG
| Q1 26 | 26.8% | — | ||
| Q4 25 | 26.1% | — | ||
| Q3 25 | 29.1% | — | ||
| Q2 25 | 29.8% | — | ||
| Q1 25 | 28.7% | -3.2% | ||
| Q4 24 | 29.8% | 10.1% | ||
| Q3 24 | 31.0% | 2.9% | ||
| Q2 24 | 31.0% | 1.2% |
营业利润率AMNIPG
| Q1 26 | 8.5% | — | ||
| Q4 25 | 1.1% | — | ||
| Q3 25 | 7.5% | 10.3% | ||
| Q2 25 | -18.8% | 11.2% | ||
| Q1 25 | 1.8% | -2.1% | ||
| Q4 24 | -27.6% | 23.3% | ||
| Q3 24 | 3.2% | 5.9% | ||
| Q2 24 | 5.1% | 13.7% |
净利率AMNIPG
| Q1 26 | 4.5% | — | ||
| Q4 25 | -1.0% | — | ||
| Q3 25 | 4.6% | 5.8% | ||
| Q2 25 | -17.7% | 7.5% | ||
| Q1 25 | -0.2% | -4.3% | ||
| Q4 24 | -25.5% | 14.1% | ||
| Q3 24 | 1.0% | 0.9% | ||
| Q2 24 | 2.2% | 9.2% |
每股收益（稀释后）AMNIPG
| Q1 26 | $1.59 | — | ||
| Q4 25 | $-0.19 | — | ||
| Q3 25 | $0.76 | $0.34 | ||
| Q2 25 | $-3.02 | $0.44 | ||
| Q1 25 | $-0.03 | $-0.23 | ||
| Q4 24 | $-4.90 | $0.92 | ||
| Q3 24 | $0.18 | $0.05 | ||
| Q2 24 | $0.42 | $0.57 |
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 | $560.7M | $1.5B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $3.7B |
| 总资产 | $2.6B | $17.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AMNIPG
| Q1 26 | $560.7M | — | ||
| Q4 25 | $34.0M | — | ||
| Q3 25 | $52.6M | $1.5B | ||
| Q2 25 | $41.5M | $1.6B | ||
| Q1 25 | $55.8M | $1.9B | ||
| Q4 24 | $10.6M | $2.2B | ||
| Q3 24 | $30.6M | $1.5B | ||
| Q2 24 | $48.0M | $1.5B |
总债务AMNIPG
| Q1 26 | — | — | ||
| Q4 25 | $767.1M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMNIPG
| Q1 26 | — | — | ||
| Q4 25 | $642.1M | — | ||
| Q3 25 | $644.4M | $3.7B | ||
| Q2 25 | $607.6M | $3.7B | ||
| Q1 25 | $715.1M | $3.6B | ||
| Q4 24 | $706.6M | $3.8B | ||
| Q3 24 | $890.7M | $3.7B | ||
| Q2 24 | $876.9M | $3.8B |
总资产AMNIPG
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | $17.0B | ||
| Q2 25 | $2.2B | $17.0B | ||
| Q1 25 | $2.4B | $17.1B | ||
| Q4 24 | $2.4B | $18.3B | ||
| Q3 24 | $2.7B | $17.1B | ||
| Q2 24 | $2.8B | $17.0B |
负债/权益比AMNIPG
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.49× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $562.5M | $180.1M |
| 自由现金流经营现金流 - 资本支出 | — | $153.6M |
| 自由现金流率自由现金流/营收 | — | 7.2% |
| 资本支出强度资本支出/营收 | — | 1.2% |
| 现金转化率经营现金流/净利润 | 9.04× | 1.45× |
| 过去12个月自由现金流最近4个季度 | — | $806.8M |
8季度趋势，按日历期对齐
经营现金流AMNIPG
| Q1 26 | $562.5M | — | ||
| Q4 25 | $75.6M | — | ||
| Q3 25 | $22.7M | $180.1M | ||
| Q2 25 | $78.5M | $-96.0M | ||
| Q1 25 | $92.7M | $-37.0M | ||
| Q4 24 | $72.8M | $868.1M | ||
| Q3 24 | $66.7M | $223.8M | ||
| Q2 24 | $99.5M | $120.7M |
自由现金流AMNIPG
| Q1 26 | — | — | ||
| Q4 25 | $67.6M | — | ||
| Q3 25 | $14.8M | $153.6M | ||
| Q2 25 | $68.7M | $-121.8M | ||
| Q1 25 | $82.7M | $-58.5M | ||
| Q4 24 | $56.6M | $833.5M | ||
| Q3 24 | $47.4M | $186.5M | ||
| Q2 24 | $72.2M | $85.9M |
自由现金流率AMNIPG
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | — | ||
| Q3 25 | 2.3% | 7.2% | ||
| Q2 25 | 10.4% | -5.6% | ||
| Q1 25 | 12.0% | -2.9% | ||
| Q4 24 | 7.7% | 34.2% | ||
| Q3 24 | 6.9% | 8.3% | ||
| Q2 24 | 9.8% | 3.7% |
资本支出强度AMNIPG
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | — | ||
| Q3 25 | 1.2% | 1.2% | ||
| Q2 25 | 1.5% | 1.2% | ||
| Q1 25 | 1.4% | 1.1% | ||
| Q4 24 | 2.2% | 1.4% | ||
| Q3 24 | 2.8% | 1.7% | ||
| Q2 24 | 3.7% | 1.5% |
现金转化率AMNIPG
| Q1 26 | 9.04× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.77× | 1.45× | ||
| Q2 25 | — | -0.59× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.52× | ||
| Q3 24 | 9.54× | 11.13× | ||
| Q2 24 | 6.13× | 0.56× |
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
AMN
暂无分部数据
IPG
| MDE | $619.0M | 29% |
| IAC | $574.9M | 27% |
| Other | $527.9M | 25% |
| SCE | $413.8M | 19% |
