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英美资源集团(AMSC)与IMAX(IMAX)财务数据对比。点击上方公司名可切换其他公司
IMAX的季度营收约是英美资源集团的1.7倍($125.2M vs $74.5M),英美资源集团净利率更高(158.1% vs 0.5%,领先157.6%),IMAX同比增速更快(35.1% vs 21.4%),IMAX自由现金流更多($28.0M vs $2.4M),过去两年英美资源集团的营收复合增速更高(33.2% vs 25.8%)
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。
IMAX公司是加拿大的影视放映技术企业,1967年创立于蒙特利尔,总部位于多伦多地区,在纽约、洛杉矶均设有业务点。核心业务包括IMAX摄影机与放映系统的设计制造,同时面向全球合作影院提供影片开发、制作、后期及发行服务,是沉浸式观影技术领域的领先企业。
AMSC vs IMAX — 直观对比
营收规模更大
IMAX
是对方的1.7倍
$74.5M
营收增速更快
IMAX
高出13.7%
21.4%
净利率更高
AMSC
高出157.6%
0.5%
自由现金流更多
IMAX
多$25.6M
$2.4M
两年增速更快
AMSC
近两年复合增速
25.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $74.5M | $125.2M |
| 净利润 | $117.8M | $637.0K |
| 毛利率 | 30.7% | 57.6% |
| 营业利润率 | 4.5% | 19.3% |
| 净利率 | 158.1% | 0.5% |
| 营收同比 | 21.4% | 35.1% |
| 净利润同比 | 4679.1% | -88.0% |
| 每股收益(稀释后) | $2.62 | $0.02 |
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
AMSC
IMAX
| Q4 25 | $74.5M | $125.2M | ||
| Q3 25 | $65.9M | $106.7M | ||
| Q2 25 | $72.4M | $91.7M | ||
| Q1 25 | $66.7M | $86.7M | ||
| Q4 24 | $61.4M | $92.7M | ||
| Q3 24 | $54.5M | $91.5M | ||
| Q2 24 | $40.3M | $89.0M | ||
| Q1 24 | $42.0M | $79.1M |
净利润
AMSC
IMAX
| Q4 25 | $117.8M | $637.0K | ||
| Q3 25 | $4.8M | $20.7M | ||
| Q2 25 | $6.7M | $11.3M | ||
| Q1 25 | $1.2M | $2.3M | ||
| Q4 24 | $2.5M | $5.3M | ||
| Q3 24 | $4.9M | $13.9M | ||
| Q2 24 | $-2.5M | $3.6M | ||
| Q1 24 | $-1.6M | $3.3M |
毛利率
AMSC
IMAX
| Q4 25 | 30.7% | 57.6% | ||
| Q3 25 | 31.0% | 63.1% | ||
| Q2 25 | 33.8% | 58.5% | ||
| Q1 25 | 26.5% | 61.4% | ||
| Q4 24 | 26.6% | 52.2% | ||
| Q3 24 | 28.7% | 55.8% | ||
| Q2 24 | 30.3% | 49.4% | ||
| Q1 24 | 24.8% | 59.3% |
营业利润率
AMSC
IMAX
| Q4 25 | 4.5% | 19.3% | ||
| Q3 25 | 4.5% | 27.2% | ||
| Q2 25 | 7.8% | 15.6% | ||
| Q1 25 | 2.5% | 19.3% | ||
| Q4 24 | 2.1% | 10.3% | ||
| Q3 24 | -1.4% | 21.2% | ||
| Q2 24 | -8.2% | 3.2% | ||
| Q1 24 | -5.3% | 15.3% |
净利率
AMSC
IMAX
| Q4 25 | 158.1% | 0.5% | ||
| Q3 25 | 7.2% | 19.4% | ||
| Q2 25 | 9.3% | 12.3% | ||
| Q1 25 | 1.8% | 2.7% | ||
| Q4 24 | 4.0% | 5.7% | ||
| Q3 24 | 9.0% | 15.2% | ||
| Q2 24 | -6.3% | 4.0% | ||
| Q1 24 | -3.8% | 4.1% |
每股收益(稀释后)
AMSC
IMAX
| Q4 25 | $2.62 | $0.02 | ||
| Q3 25 | $0.11 | $0.37 | ||
| Q2 25 | $0.17 | $0.20 | ||
| Q1 25 | $0.04 | $0.04 | ||
| Q4 24 | $0.06 | $0.09 | ||
| Q3 24 | $0.13 | $0.26 | ||
| Q2 24 | $-0.07 | $0.07 | ||
| Q1 24 | $-0.03 | $0.06 |
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 | $151.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $536.8M | $337.9M |
| 总资产 | $719.5M | $894.0M |
| 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
AMSC
IMAX
| Q4 25 | $141.1M | $151.2M | ||
| Q3 25 | $212.9M | $143.1M | ||
| Q2 25 | $207.9M | $109.3M | ||
| Q1 25 | $79.5M | $97.1M | ||
| Q4 24 | $75.2M | $100.6M | ||
| Q3 24 | $72.1M | $104.5M | ||
| Q2 24 | $93.5M | $91.6M | ||
| Q1 24 | $90.5M | $81.0M |
股东权益
AMSC
IMAX
| Q4 25 | $536.8M | $337.9M | ||
| Q3 25 | $342.2M | $349.5M | ||
| Q2 25 | $333.1M | $320.4M | ||
| Q1 25 | $197.1M | $299.5M | ||
| Q4 24 | $192.7M | $299.5M | ||
| Q3 24 | $187.0M | $289.4M | ||
| Q2 24 | $143.3M | $267.2M | ||
| Q1 24 | $144.6M | $258.8M |
总资产
AMSC
IMAX
| Q4 25 | $719.5M | $894.0M | ||
| Q3 25 | $445.6M | $889.6M | ||
| Q2 25 | $452.8M | $868.6M | ||
| Q1 25 | $310.5M | $848.3M | ||
| Q4 24 | $310.3M | $830.4M | ||
| Q3 24 | $298.4M | $847.6M | ||
| Q2 24 | $240.1M | $827.4M | ||
| Q1 24 | $232.8M | $824.1M |
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 | $29.4M |
| 自由现金流经营现金流 - 资本支出 | $2.4M | $28.0M |
| 自由现金流率自由现金流/营收 | 3.2% | 22.3% |
| 资本支出强度资本支出/营收 | 1.2% | 1.1% |
| 现金转化率经营现金流/净利润 | 0.03× | 46.11× |
| 过去12个月自由现金流最近4个季度 | $16.0M | $118.9M |
8季度趋势,按日历期对齐
经营现金流
AMSC
IMAX
| Q4 25 | $3.2M | $29.4M | ||
| Q3 25 | $6.5M | $67.5M | ||
| Q2 25 | $4.1M | $23.2M | ||
| Q1 25 | $6.3M | $7.0M | ||
| Q4 24 | $5.9M | $11.5M | ||
| Q3 24 | $12.7M | $35.3M | ||
| Q2 24 | $3.4M | $35.0M | ||
| Q1 24 | $2.2M | $-11.0M |
自由现金流
AMSC
IMAX
| Q4 25 | $2.4M | $28.0M | ||
| Q3 25 | $5.1M | $64.8M | ||
| Q2 25 | $3.3M | $20.9M | ||
| Q1 25 | $5.3M | $5.3M | ||
| Q4 24 | $5.3M | $6.9M | ||
| Q3 24 | $12.1M | $34.2M | ||
| Q2 24 | $3.1M | $33.5M | ||
| Q1 24 | $1.9M | $-12.1M |
自由现金流率
AMSC
IMAX
| Q4 25 | 3.2% | 22.3% | ||
| Q3 25 | 7.7% | 60.7% | ||
| Q2 25 | 4.6% | 22.8% | ||
| Q1 25 | 7.9% | 6.1% | ||
| Q4 24 | 8.7% | 7.4% | ||
| Q3 24 | 22.3% | 37.3% | ||
| Q2 24 | 7.8% | 37.6% | ||
| Q1 24 | 4.6% | -15.3% |
资本支出强度
AMSC
IMAX
| Q4 25 | 1.2% | 1.1% | ||
| Q3 25 | 2.1% | 2.6% | ||
| Q2 25 | 1.1% | 2.6% | ||
| Q1 25 | 1.6% | 1.9% | ||
| Q4 24 | 0.9% | 5.0% | ||
| Q3 24 | 1.1% | 1.2% | ||
| Q2 24 | 0.7% | 1.8% | ||
| Q1 24 | 0.7% | 1.4% |
现金转化率
AMSC
IMAX
| Q4 25 | 0.03× | 46.11× | ||
| Q3 25 | 1.37× | 3.27× | ||
| Q2 25 | 0.61× | 2.06× | ||
| Q1 25 | 5.22× | 2.99× | ||
| Q4 24 | 2.38× | 2.16× | ||
| Q3 24 | 2.60× | 2.54× | ||
| Q2 24 | — | 9.78× | ||
| Q1 24 | — | -3.35× |
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% |
IMAX
| Technology Sales | $46.6M | 37% |
| Image Enhancement And Maintenance Services | $38.1M | 30% |
| Joint Revenue Sharing Arrangement | $20.4M | 16% |
| Maintenance | $16.3M | 13% |
| Finance Income | $2.8M | 2% |
| Other Content Solutions | $1.6M | 1% |