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英美资源集团(AMSC)与香港置地(LAND)财务数据对比。点击上方公司名可切换其他公司
英美资源集团的季度营收约是香港置地的1.8倍($74.5M vs $41.5M),英美资源集团净利率更高(158.1% vs 10.2%,领先147.9%),香港置地同比增速更快(96.5% vs 21.4%),过去两年香港置地的营收复合增速更高(43.1% 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。
香港置地是一家专注于房地产投资、管理及开发的集团,在亚洲各地布局商业与住宅地产业务。目前集团在亚洲持有并运营约85万平方米的写字楼及商业零售物业,核心布局中国香港与新加坡两地,其中香港中环的商业物业规模居当地首位,新加坡则主要通过合资持有约16.5万平方米的写字楼空间。
AMSC vs LAND — 直观对比
营收规模更大
AMSC
是对方的1.8倍
$41.5M
营收增速更快
LAND
高出75.1%
21.4%
净利率更高
AMSC
高出147.9%
10.2%
两年增速更快
LAND
近两年复合增速
33.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $74.5M | $41.5M |
| 净利润 | $117.8M | $4.2M |
| 毛利率 | 30.7% | — |
| 营业利润率 | 4.5% | — |
| 净利率 | 158.1% | 10.2% |
| 营收同比 | 21.4% | 96.5% |
| 净利润同比 | 4679.1% | 680.0% |
| 每股收益(稀释后) | $2.62 | $-0.05 |
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
LAND
| Q4 25 | $74.5M | $41.5M | ||
| Q3 25 | $65.9M | $17.8M | ||
| Q2 25 | $72.4M | $12.3M | ||
| Q1 25 | $66.7M | $16.8M | ||
| Q4 24 | $61.4M | $21.1M | ||
| Q3 24 | $54.5M | $22.6M | ||
| Q2 24 | $40.3M | $21.3M | ||
| Q1 24 | $42.0M | $20.3M |
净利润
AMSC
LAND
| Q4 25 | $117.8M | $4.2M | ||
| Q3 25 | $4.8M | $2.1M | ||
| Q2 25 | $6.7M | $-7.9M | ||
| Q1 25 | $1.2M | $15.1M | ||
| Q4 24 | $2.5M | $540.0K | ||
| Q3 24 | $4.9M | $6.0K | ||
| Q2 24 | $-2.5M | $-823.0K | ||
| Q1 24 | $-1.6M | $13.6M |
毛利率
AMSC
LAND
| Q4 25 | 30.7% | — | ||
| Q3 25 | 31.0% | — | ||
| Q2 25 | 33.8% | — | ||
| Q1 25 | 26.5% | — | ||
| Q4 24 | 26.6% | — | ||
| Q3 24 | 28.7% | — | ||
| Q2 24 | 30.3% | — | ||
| Q1 24 | 24.8% | — |
营业利润率
AMSC
LAND
| Q4 25 | 4.5% | — | ||
| Q3 25 | 4.5% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | -1.4% | — | ||
| Q2 24 | -8.2% | — | ||
| Q1 24 | -5.3% | — |
净利率
AMSC
LAND
| Q4 25 | 158.1% | 10.2% | ||
| Q3 25 | 7.2% | 11.7% | ||
| Q2 25 | 9.3% | -64.1% | ||
| Q1 25 | 1.8% | 89.9% | ||
| Q4 24 | 4.0% | 2.6% | ||
| Q3 24 | 9.0% | 0.0% | ||
| Q2 24 | -6.3% | -3.9% | ||
| Q1 24 | -3.8% | 67.0% |
每股收益(稀释后)
AMSC
LAND
| Q4 25 | $2.62 | $-0.05 | ||
| Q3 25 | $0.11 | $-0.11 | ||
| Q2 25 | $0.17 | $-0.38 | ||
| Q1 25 | $0.04 | $0.25 | ||
| Q4 24 | $0.06 | $-0.15 | ||
| Q3 24 | $0.13 | $-0.16 | ||
| Q2 24 | $-0.07 | $-0.19 | ||
| Q1 24 | $-0.03 | $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 | $141.1M | $27.2M |
| 总债务越低越好 | — | $473.6M |
| 股东权益账面价值 | $536.8M | $670.3M |
| 总资产 | $719.5M | $1.2B |
| 负债/权益比越低杠杆越低 | — | 0.71× |
8季度趋势,按日历期对齐
现金及短期投资
AMSC
LAND
| Q4 25 | $141.1M | $27.2M | ||
| Q3 25 | $212.9M | $11.3M | ||
| Q2 25 | $207.9M | $30.5M | ||
| Q1 25 | $79.5M | $42.9M | ||
| Q4 24 | $75.2M | $18.3M | ||
| Q3 24 | $72.1M | $13.2M | ||
| Q2 24 | $93.5M | $49.8M | ||
| Q1 24 | $90.5M | $51.6M |
总债务
AMSC
LAND
| Q4 25 | — | $473.6M | ||
| Q3 25 | — | $480.4M | ||
| Q2 25 | — | $496.4M | ||
| Q1 25 | — | $498.8M | ||
| Q4 24 | — | $527.5M | ||
| Q3 24 | — | $530.7M | ||
| Q2 24 | — | $549.4M | ||
| Q1 24 | — | $552.2M |
股东权益
AMSC
LAND
| Q4 25 | $536.8M | $670.3M | ||
| Q3 25 | $342.2M | $661.8M | ||
| Q2 25 | $333.1M | $670.1M | ||
| Q1 25 | $197.1M | $689.9M | ||
| Q4 24 | $192.7M | $687.2M | ||
| Q3 24 | $187.0M | $691.2M | ||
| Q2 24 | $143.3M | $708.5M | ||
| Q1 24 | $144.6M | $723.3M |
总资产
AMSC
LAND
| Q4 25 | $719.5M | $1.2B | ||
| Q3 25 | $445.6M | $1.2B | ||
| Q2 25 | $452.8M | $1.3B | ||
| Q1 25 | $310.5M | $1.3B | ||
| Q4 24 | $310.3M | $1.3B | ||
| Q3 24 | $298.4M | $1.3B | ||
| Q2 24 | $240.1M | $1.4B | ||
| Q1 24 | $232.8M | $1.4B |
负债/权益比
AMSC
LAND
| Q4 25 | — | 0.71× | ||
| Q3 25 | — | 0.73× | ||
| Q2 25 | — | 0.74× | ||
| Q1 25 | — | 0.72× | ||
| Q4 24 | — | 0.77× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.76× |
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 | $7.0M |
| 自由现金流经营现金流 - 资本支出 | $2.4M | — |
| 自由现金流率自由现金流/营收 | 3.2% | — |
| 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 | 0.03× | 1.66× |
| 过去12个月自由现金流最近4个季度 | $16.0M | — |
8季度趋势,按日历期对齐
经营现金流
AMSC
LAND
| Q4 25 | $3.2M | $7.0M | ||
| Q3 25 | $6.5M | $-12.0M | ||
| Q2 25 | $4.1M | $3.9M | ||
| Q1 25 | $6.3M | $4.5M | ||
| Q4 24 | $5.9M | $29.5M | ||
| Q3 24 | $12.7M | $-1.4M | ||
| Q2 24 | $3.4M | $15.9M | ||
| Q1 24 | $2.2M | $3.4M |
自由现金流
AMSC
LAND
| Q4 25 | $2.4M | — | ||
| Q3 25 | $5.1M | — | ||
| Q2 25 | $3.3M | — | ||
| Q1 25 | $5.3M | — | ||
| Q4 24 | $5.3M | — | ||
| Q3 24 | $12.1M | — | ||
| Q2 24 | $3.1M | — | ||
| Q1 24 | $1.9M | — |
自由现金流率
AMSC
LAND
| Q4 25 | 3.2% | — | ||
| Q3 25 | 7.7% | — | ||
| Q2 25 | 4.6% | — | ||
| Q1 25 | 7.9% | — | ||
| Q4 24 | 8.7% | — | ||
| Q3 24 | 22.3% | — | ||
| Q2 24 | 7.8% | — | ||
| Q1 24 | 4.6% | — |
资本支出强度
AMSC
LAND
| Q4 25 | 1.2% | — | ||
| Q3 25 | 2.1% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.1% | — | ||
| Q2 24 | 0.7% | — | ||
| Q1 24 | 0.7% | — |
现金转化率
AMSC
LAND
| Q4 25 | 0.03× | 1.66× | ||
| Q3 25 | 1.37× | -5.77× | ||
| Q2 25 | 0.61× | — | ||
| Q1 25 | 5.22× | 0.30× | ||
| Q4 24 | 2.38× | 54.72× | ||
| Q3 24 | 2.60× | -227.83× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.25× |
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% |
LAND
暂无分部数据