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豪瑞（AMRZ）与捷迈邦美（ZBH）财务数据对比。点击上方公司名可切换其他公司
豪瑞的季度营收约是捷迈邦美的1.8倍（$3.7B vs $2.1B），豪瑞净利率更高（14.8% vs 11.4%，领先3.4%），捷迈邦美同比增速更快（9.3% vs 6.6%），豪瑞自由现金流更多（$669.0M vs $245.9M）
豪瑞是总部位于瑞士的全球领先建筑材料及骨料供应商，为豪瑞集团旗下核心业务板块。原公司于2015年7月10日与拉法基合并组建拉法基豪瑞，2021年正式更名为豪瑞集团，合并完成后豪瑞品牌仍在集团内正常运营。
捷迈邦美是一家美国上市的医疗设备企业，1927年成立，最初以生产铝制夹板为核心业务，总部设于印第安纳州华沙市，是当地医疗设备产业集群的核心成员，在全球骨科医疗器械领域拥有较高知名度。
AMRZ vs ZBH — 直观对比
营收规模更大
AMRZ
是对方的1.8倍
$2.1B
营收增速更快
ZBH
高出2.7%
6.6%
净利率更高
AMRZ
高出3.4%
11.4%
自由现金流更多
AMRZ
多$423.1M
$245.9M
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.7B | $2.1B |
| 净利润 | $545.0M | $238.3M |
| 毛利率 | 29.6% | 64.6% |
| 营业利润率 | 21.2% | 17.9% |
| 净利率 | 14.8% | 11.4% |
| 营收同比 | 6.6% | 9.3% |
| 净利润同比 | -1.4% | 30.5% |
| 每股收益（稀释后） | $0.98 | $1.22 |
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AMRZZBH
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $2.2B | ||
| Q3 25 | $3.7B | $2.0B | ||
| Q2 25 | $3.2B | $2.1B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | $3.4B | $1.8B | ||
| Q2 24 | $3.2B | $1.9B |
净利润AMRZZBH
| Q1 26 | — | $238.3M | ||
| Q4 25 | — | $139.4M | ||
| Q3 25 | $545.0M | $230.9M | ||
| Q2 25 | $429.0M | $152.8M | ||
| Q1 25 | — | $182.0M | ||
| Q4 24 | — | $239.5M | ||
| Q3 24 | $553.0M | $249.1M | ||
| Q2 24 | $474.0M | $242.8M |
毛利率AMRZZBH
| Q1 26 | — | 64.6% | ||
| Q4 25 | — | 64.7% | ||
| Q3 25 | 29.6% | 72.1% | ||
| Q2 25 | 30.0% | 71.5% | ||
| Q1 25 | — | 71.2% | ||
| Q4 24 | — | 71.0% | ||
| Q3 24 | 30.2% | 70.5% | ||
| Q2 24 | 30.2% | 71.5% |
营业利润率AMRZZBH
| Q1 26 | — | 17.9% | ||
| Q4 25 | — | 6.9% | ||
| Q3 25 | 21.2% | 17.6% | ||
| Q2 25 | 20.8% | 14.4% | ||
| Q1 25 | — | 15.3% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | 24.5% | 15.3% | ||
| Q2 24 | 23.3% | 18.1% |
净利率AMRZZBH
| Q1 26 | — | 11.4% | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | 14.8% | 11.5% | ||
| Q2 25 | 13.3% | 7.4% | ||
| Q1 25 | — | 9.5% | ||
| Q4 24 | — | 11.8% | ||
| Q3 24 | 16.0% | 13.7% | ||
| Q2 24 | 14.6% | 12.5% |
每股收益（稀释后）AMRZZBH
| Q1 26 | — | $1.22 | ||
| Q4 25 | — | $0.71 | ||
| Q3 25 | $0.98 | $1.16 | ||
| Q2 25 | $0.78 | $0.77 | ||
| Q1 25 | — | $0.91 | ||
| Q4 24 | — | $1.18 | ||
| Q3 24 | $1.00 | $1.23 | ||
| Q2 24 | $0.86 | $1.18 |
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 | $826.0M | $424.2M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | $12.9B | $12.7B |
| 总资产 | $24.0B | $22.7B |
| 负债/权益比越低杠杆越低 | — | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资AMRZZBH
| Q1 26 | — | $424.2M | ||
| Q4 25 | — | $591.9M | ||
| Q3 25 | $826.0M | $1.3B | ||
| Q2 25 | $601.0M | $556.9M | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $525.5M | ||
| Q3 24 | — | $569.0M | ||
| Q2 24 | — | $420.1M |
总债务AMRZZBH
| Q1 26 | — | $7.5B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMRZZBH
| Q1 26 | — | $12.7B | ||
| Q4 25 | — | $12.7B | ||
| Q3 25 | $12.9B | $12.8B | ||
| Q2 25 | $12.4B | $12.5B | ||
| Q1 25 | — | $12.4B | ||
| Q4 24 | — | $12.5B | ||
| Q3 24 | $9.8B | $12.4B | ||
| Q2 24 | $9.3B | $12.7B |
总资产AMRZZBH
| Q1 26 | — | $22.7B | ||
| Q4 25 | — | $23.1B | ||
| Q3 25 | $24.0B | $23.5B | ||
| Q2 25 | $23.8B | $22.9B | ||
| Q1 25 | — | $22.2B | ||
| Q4 24 | — | $21.4B | ||
| Q3 24 | — | $21.7B | ||
| Q2 24 | — | $21.5B |
负债/权益比AMRZZBH
| Q1 26 | — | 0.59× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $854.0M | $359.4M |
| 自由现金流经营现金流 - 资本支出 | $669.0M | $245.9M |
| 自由现金流率自由现金流/营收 | 18.2% | 11.8% |
| 资本支出强度资本支出/营收 | 5.0% | — |
| 现金转化率经营现金流/净利润 | 1.57× | 1.51× |
| 过去12个月自由现金流最近4个季度 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流AMRZZBH
| Q1 26 | — | $359.4M | ||
| Q4 25 | — | $517.4M | ||
| Q3 25 | $854.0M | $418.7M | ||
| Q2 25 | — | $378.2M | ||
| Q1 25 | — | $382.8M | ||
| Q4 24 | — | $506.3M | ||
| Q3 24 | — | $395.7M | ||
| Q2 24 | — | $369.4M |
自由现金流AMRZZBH
| Q1 26 | — | $245.9M | ||
| Q4 25 | — | $442.6M | ||
| Q3 25 | $669.0M | $363.7M | ||
| Q2 25 | — | $328.1M | ||
| Q1 25 | — | $338.2M | ||
| Q4 24 | — | $454.8M | ||
| Q3 24 | — | $351.2M | ||
| Q2 24 | — | $316.7M |
自由现金流率AMRZZBH
| Q1 26 | — | 11.8% | ||
| Q4 25 | — | 19.7% | ||
| Q3 25 | 18.2% | 18.2% | ||
| Q2 25 | — | 15.8% | ||
| Q1 25 | — | 17.7% | ||
| Q4 24 | — | 22.5% | ||
| Q3 24 | — | 19.3% | ||
| Q2 24 | — | 16.3% |
资本支出强度AMRZZBH
| Q1 26 | — | — | ||
| Q4 25 | — | 3.3% | ||
| Q3 25 | 5.0% | 2.7% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 2.7% |
现金转化率AMRZZBH
| Q1 26 | — | 1.51× | ||
| Q4 25 | — | 3.71× | ||
| Q3 25 | 1.57× | 1.81× | ||
| Q2 25 | — | 2.48× | ||
| Q1 25 | — | 2.10× | ||
| Q4 24 | — | 2.11× | ||
| Q3 24 | — | 1.59× | ||
| Q2 24 | — | 1.52× |
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
AMRZ
| Building Materials | $2.8B | 75% |
| Building Envelope | $901.0M | 25% |
| Equity Method Investee | $5.0M | 0% |
ZBH
暂无分部数据
