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英美资源集团（AMSC）与安费诺（APH）财务数据对比。点击上方公司名可切换其他公司
安费诺的季度营收约是英美资源集团的86.4倍（$6.4B vs $74.5M）。英美资源集团净利率更高（158.1% vs 18.6%，领先139.5%）。安费诺同比增速更快（49.1% vs 21.4%）。安费诺自由现金流更多（$1.5B vs $2.4M）。过去两年安费诺的营收复合增速更高（40.6% vs 33.2%）
英美资源集团是一家总部位于英国伦敦的跨国矿业企业，是全球最大的铂金生产商，产量约占全球总产出的40%，同时也是钻石、铜、镍、铁矿石、多卤石、炼焦煤的主要供应商，业务布局覆盖非洲、亚洲、大洋洲、欧洲、南北美洲多个地区。
安费诺是一家总部位于美国的电子零部件制造企业，核心产品涵盖电子连接器、光纤连接器、同轴电缆等各类线缆及互连系统，是全球互连解决方案领域的主流供应商，品牌名称源自其前身American Phenolic Corp的名称缩写组合。
AMSC vs APH — 直观对比
营收规模更大
APH
是对方的86.4倍
$74.5M
营收增速更快
APH
高出27.7%
21.4%
净利率更高
AMSC
高出139.5%
18.6%
自由现金流更多
APH
多$1.5B
$2.4M
两年增速更快
APH
近两年复合增速
33.2%
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $74.5M | $6.4B |
| 净利润 | $117.8M | $1.2B |
| 毛利率 | 30.7% | 38.2% |
| 营业利润率 | 4.5% | 26.8% |
| 净利率 | 158.1% | 18.6% |
| 营收同比 | 21.4% | 49.1% |
| 净利润同比 | 4679.1% | 60.2% |
| 每股收益（稀释后） | $2.62 | $0.93 |
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AMSCAPH
| Q4 25 | $74.5M | $6.4B | ||
| Q3 25 | $65.9M | $6.2B | ||
| Q2 25 | $72.4M | $5.7B | ||
| Q1 25 | $66.7M | $4.8B | ||
| Q4 24 | $61.4M | $4.3B | ||
| Q3 24 | $54.5M | $4.0B | ||
| Q2 24 | $40.3M | $3.6B | ||
| Q1 24 | $42.0M | $3.3B |
净利润AMSCAPH
| Q4 25 | $117.8M | $1.2B | ||
| Q3 25 | $4.8M | $1.2B | ||
| Q2 25 | $6.7M | $1.1B | ||
| Q1 25 | $1.2M | $737.8M | ||
| Q4 24 | $2.5M | $746.1M | ||
| Q3 24 | $4.9M | $604.4M | ||
| Q2 24 | $-2.5M | $524.8M | ||
| Q1 24 | $-1.6M | $548.7M |
毛利率AMSCAPH
| Q4 25 | 30.7% | 38.2% | ||
| Q3 25 | 31.0% | 38.1% | ||
| Q2 25 | 33.8% | 36.3% | ||
| Q1 25 | 26.5% | 34.2% | ||
| Q4 24 | 26.6% | 34.3% | ||
| Q3 24 | 28.7% | 33.6% | ||
| Q2 24 | 30.3% | 33.6% | ||
| Q1 24 | 24.8% | 33.4% |
营业利润率AMSCAPH
| Q4 25 | 4.5% | 26.8% | ||
| Q3 25 | 4.5% | 27.5% | ||
| Q2 25 | 7.8% | 25.1% | ||
| Q1 25 | 2.5% | 21.3% | ||
| Q4 24 | 2.1% | 22.1% | ||
| Q3 24 | -1.4% | 20.3% | ||
| Q2 24 | -8.2% | 19.4% | ||
| Q1 24 | -5.3% | 21.0% |
净利率AMSCAPH
| Q4 25 | 158.1% | 18.6% | ||
| Q3 25 | 7.2% | 20.1% | ||
| Q2 25 | 9.3% | 19.3% | ||
| Q1 25 | 1.8% | 15.3% | ||
| Q4 24 | 4.0% | 17.3% | ||
| Q3 24 | 9.0% | 15.0% | ||
| Q2 24 | -6.3% | 14.5% | ||
| Q1 24 | -3.8% | 16.9% |
每股收益（稀释后）AMSCAPH
| Q4 25 | $2.62 | $0.93 | ||
| Q3 25 | $0.11 | $0.97 | ||
| Q2 25 | $0.17 | $0.86 | ||
| Q1 25 | $0.04 | $0.58 | ||
| Q4 24 | $0.06 | $0.16 | ||
| Q3 24 | $0.13 | $0.48 | ||
| Q2 24 | $-0.07 | $0.41 | ||
| Q1 24 | $-0.03 | $0.87 |
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 | $141.1M | $11.4B |
| 总债务越低越好 | — | $14.6B |
| 股东权益账面价值 | $536.8M | $13.4B |
| 总资产 | $719.5M | $36.2B |
| 负债/权益比越低杠杆越低 | — | 1.09× |
8季度趋势，按日历期对齐
现金及短期投资AMSCAPH
| Q4 25 | $141.1M | $11.4B | ||
| Q3 25 | $212.9M | $3.9B | ||
| Q2 25 | $207.9M | $3.2B | ||
| Q1 25 | $79.5M | $1.7B | ||
| Q4 24 | $75.2M | $3.3B | ||
| Q3 24 | $72.1M | $1.6B | ||
| Q2 24 | $93.5M | $1.3B | ||
| Q1 24 | $90.5M | $2.0B |
总债务AMSCAPH
| Q4 25 | — | $14.6B | ||
| Q3 25 | — | $7.1B | ||
| Q2 25 | — | $7.1B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | $6.5B | ||
| Q3 24 | — | $5.1B | ||
| Q2 24 | — | $5.0B | ||
| Q1 24 | — | $3.6B |
股东权益AMSCAPH
| Q4 25 | $536.8M | $13.4B | ||
| Q3 25 | $342.2M | $12.5B | ||
| Q2 25 | $333.1M | $11.5B | ||
| Q1 25 | $197.1M | $10.3B | ||
| Q4 24 | $192.7M | $9.8B | ||
| Q3 24 | $187.0M | $9.5B | ||
| Q2 24 | $143.3M | $9.0B | ||
| Q1 24 | $144.6M | $8.7B |
总资产AMSCAPH
| Q4 25 | $719.5M | $36.2B | ||
| Q3 25 | $445.6M | $27.1B | ||
| Q2 25 | $452.8M | $25.7B | ||
| Q1 25 | $310.5M | $22.9B | ||
| Q4 24 | $310.3M | $21.4B | ||
| Q3 24 | $298.4M | $19.6B | ||
| Q2 24 | $240.1M | $18.6B | ||
| Q1 24 | $232.8M | $16.7B |
负债/权益比AMSCAPH
| Q4 25 | — | 1.09× | ||
| Q3 25 | — | 0.57× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.66× | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | 0.56× | ||
| Q1 24 | — | 0.41× |
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 | $3.2M | $1.7B |
| 自由现金流经营现金流 - 资本支出 | $2.4M | $1.5B |
| 自由现金流率自由现金流/营收 | 3.2% | 22.8% |
| 资本支出强度资本支出/营收 | 1.2% | 3.9% |
| 现金转化率经营现金流/净利润 | 0.03× | 1.44× |
| 过去12个月自由现金流最近4个季度 | $16.0M | $4.4B |
8季度趋势，按日历期对齐
经营现金流AMSCAPH
| Q4 25 | $3.2M | $1.7B | ||
| Q3 25 | $6.5M | $1.5B | ||
| Q2 25 | $4.1M | $1.4B | ||
| Q1 25 | $6.3M | $764.9M | ||
| Q4 24 | $5.9M | $847.1M | ||
| Q3 24 | $12.7M | $704.0M | ||
| Q2 24 | $3.4M | $664.1M | ||
| Q1 24 | $2.2M | $599.5M |
自由现金流AMSCAPH
| Q4 25 | $2.4M | $1.5B | ||
| Q3 25 | $5.1M | $1.2B | ||
| Q2 25 | $3.3M | $1.1B | ||
| Q1 25 | $5.3M | $576.3M | ||
| Q4 24 | $5.3M | $647.3M | ||
| Q3 24 | $12.1M | $474.0M | ||
| Q2 24 | $3.1M | $522.8M | ||
| Q1 24 | $1.9M | $505.2M |
自由现金流率AMSCAPH
| Q4 25 | 3.2% | 22.8% | ||
| Q3 25 | 7.7% | 19.6% | ||
| Q2 25 | 4.6% | 19.8% | ||
| Q1 25 | 7.9% | 12.0% | ||
| Q4 24 | 8.7% | 15.0% | ||
| Q3 24 | 22.3% | 11.7% | ||
| Q2 24 | 7.8% | 14.5% | ||
| Q1 24 | 4.6% | 15.5% |
资本支出强度AMSCAPH
| Q4 25 | 1.2% | 3.9% | ||
| Q3 25 | 2.1% | 4.2% | ||
| Q2 25 | 1.1% | 5.3% | ||
| Q1 25 | 1.6% | 3.9% | ||
| Q4 24 | 0.9% | 4.6% | ||
| Q3 24 | 1.1% | 5.7% | ||
| Q2 24 | 0.7% | 3.9% | ||
| Q1 24 | 0.7% | 2.9% |
现金转化率AMSCAPH
| Q4 25 | 0.03× | 1.44× | ||
| Q3 25 | 1.37× | 1.18× | ||
| Q2 25 | 0.61× | 1.30× | ||
| Q1 25 | 5.22× | 1.04× | ||
| Q4 24 | 2.38× | 1.14× | ||
| Q3 24 | 2.60× | 1.16× | ||
| Q2 24 | — | 1.27× | ||
| Q1 24 | — | 1.09× |
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
AMSC
| Equipment And Systems | $56.0M | 75% |
| Megatran | $14.1M | 19% |
| Comtrafo Industria De Transformadores Eletricos SA | $4.6M | 6% |
APH
| Communications Solutions Segment | $3.5B | 54% |
| Harsh Environment Solutions Segment | $1.7B | 26% |
| Sales Channel Through Intermediary | $1.4B | 21% |
