vs
英美资源集团（AMSC）与LandBridge Co LLC（LB）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LandBridge Co LLC的1.3倍（$74.5M vs $56.8M），英美资源集团净利率更高（158.1% vs 14.2%，领先143.9%），LandBridge Co LLC同比增速更快（55.6% vs 21.4%），LandBridge Co LLC自由现金流更多（$122.0M vs $2.4M），过去两年LandBridge Co LLC的营收复合增速更高（72.8% 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。
AMSC vs LB — 直观对比
营收规模更大
AMSC
是对方的1.3倍
$56.8M
营收增速更快
LB
高出34.2%
21.4%
净利率更高
AMSC
高出143.9%
14.2%
自由现金流更多
LB
多$119.7M
$2.4M
两年增速更快
LB
近两年复合增速
33.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $74.5M | $56.8M |
| 净利润 | $117.8M | $8.1M |
| 毛利率 | 30.7% | — |
| 营业利润率 | 4.5% | 60.0% |
| 净利率 | 158.1% | 14.2% |
| 营收同比 | 21.4% | 55.6% |
| 净利润同比 | 4679.1% | -83.7% |
| 每股收益（稀释后） | $2.62 | $0.24 |
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AMSCLB
| Q4 25 | $74.5M | $56.8M | ||
| Q3 25 | $65.9M | $50.8M | ||
| Q2 25 | $72.4M | $47.5M | ||
| Q1 25 | $66.7M | $44.0M | ||
| Q4 24 | $61.4M | $36.5M | ||
| Q3 24 | $54.5M | $28.5M | ||
| Q2 24 | $40.3M | $26.0M | ||
| Q1 24 | $42.0M | $19.0M |
净利润AMSCLB
| Q4 25 | $117.8M | $8.1M | ||
| Q3 25 | $4.8M | $8.1M | ||
| Q2 25 | $6.7M | $7.5M | ||
| Q1 25 | $1.2M | $6.5M | ||
| Q4 24 | $2.5M | $49.3M | ||
| Q3 24 | $4.9M | $2.7M | ||
| Q2 24 | $-2.5M | $-57.7M | ||
| Q1 24 | $-1.6M | $10.8M |
毛利率AMSCLB
| 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AMSCLB
| Q4 25 | 4.5% | 60.0% | ||
| Q3 25 | 4.5% | 60.8% | ||
| Q2 25 | 7.8% | 60.0% | ||
| Q1 25 | 2.5% | 57.0% | ||
| Q4 24 | 2.1% | 49.4% | ||
| Q3 24 | -1.4% | 11.2% | ||
| Q2 24 | -8.2% | -197.4% | ||
| Q1 24 | -5.3% | 71.1% |
净利率AMSCLB
| Q4 25 | 158.1% | 14.2% | ||
| Q3 25 | 7.2% | 15.9% | ||
| Q2 25 | 9.3% | 15.8% | ||
| Q1 25 | 1.8% | 14.7% | ||
| Q4 24 | 4.0% | 135.2% | ||
| Q3 24 | 9.0% | 9.3% | ||
| Q2 24 | -6.3% | -222.1% | ||
| Q1 24 | -3.8% | 56.7% |
每股收益（稀释后）AMSCLB
| Q4 25 | $2.62 | $0.24 | ||
| Q3 25 | $0.11 | $0.26 | ||
| Q2 25 | $0.17 | $0.24 | ||
| Q1 25 | $0.04 | $0.20 | ||
| Q4 24 | $0.06 | — | ||
| Q3 24 | $0.13 | $-0.04 | ||
| Q2 24 | $-0.07 | — | ||
| Q1 24 | $-0.03 | — |
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 | $30.7M |
| 总债务越低越好 | — | $570.7M |
| 股东权益账面价值 | $536.8M | $340.3M |
| 总资产 | $719.5M | $1.4B |
| 负债/权益比越低杠杆越低 | — | 1.68× |
8季度趋势，按日历期对齐
现金及短期投资AMSCLB
| Q4 25 | $141.1M | $30.7M | ||
| Q3 25 | $212.9M | $28.3M | ||
| Q2 25 | $207.9M | $20.3M | ||
| Q1 25 | $79.5M | $14.9M | ||
| Q4 24 | $75.2M | $37.0M | ||
| Q3 24 | $72.1M | $14.4M | ||
| Q2 24 | $93.5M | $24.6M | ||
| Q1 24 | $90.5M | — |
总债务AMSCLB
| Q4 25 | — | $570.7M | ||
| Q3 25 | — | $366.1M | ||
| Q2 25 | — | $370.9M | ||
| Q1 25 | — | $375.5M | ||
| Q4 24 | — | $385.5M | ||
| Q3 24 | — | $242.4M | ||
| Q2 24 | — | $360.8M | ||
| Q1 24 | — | — |
股东权益AMSCLB
| Q4 25 | $536.8M | $340.3M | ||
| Q3 25 | $342.2M | $272.0M | ||
| Q2 25 | $333.1M | $266.4M | ||
| Q1 25 | $197.1M | $217.0M | ||
| Q4 24 | $192.7M | $211.8M | ||
| Q3 24 | $187.0M | $97.2M | ||
| Q2 24 | $143.3M | $296.4M | ||
| Q1 24 | $144.6M | $162.3M |
总资产AMSCLB
| Q4 25 | $719.5M | $1.4B | ||
| Q3 25 | $445.6M | $1.1B | ||
| Q2 25 | $452.8M | $1.1B | ||
| Q1 25 | $310.5M | $1.0B | ||
| Q4 24 | $310.3M | $1.0B | ||
| Q3 24 | $298.4M | $689.9M | ||
| Q2 24 | $240.1M | $710.5M | ||
| Q1 24 | $232.8M | — |
负债/权益比AMSCLB
| Q4 25 | — | 1.68× | ||
| Q3 25 | — | 1.35× | ||
| Q2 25 | — | 1.39× | ||
| Q1 25 | — | 1.73× | ||
| Q4 24 | — | 1.82× | ||
| Q3 24 | — | 2.49× | ||
| Q2 24 | — | 1.22× | ||
| Q1 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 | $3.2M | $126.3M |
| 自由现金流经营现金流 - 资本支出 | $2.4M | $122.0M |
| 自由现金流率自由现金流/营收 | 3.2% | 214.9% |
| 资本支出强度资本支出/营收 | 1.2% | 7.5% |
| 现金转化率经营现金流/净利润 | 0.03× | 15.68× |
| 过去12个月自由现金流最近4个季度 | $16.0M | $207.7M |
8季度趋势，按日历期对齐
经营现金流AMSCLB
| Q4 25 | $3.2M | $126.3M | ||
| Q3 25 | $6.5M | $34.9M | ||
| Q2 25 | $4.1M | $37.3M | ||
| Q1 25 | $6.3M | $15.9M | ||
| Q4 24 | $5.9M | $67.6M | ||
| Q3 24 | $12.7M | $7.5M | ||
| Q2 24 | $3.4M | $16.0M | ||
| Q1 24 | $2.2M | $17.2M |
自由现金流AMSCLB
| Q4 25 | $2.4M | $122.0M | ||
| Q3 25 | $5.1M | $33.7M | ||
| Q2 25 | $3.3M | $36.1M | ||
| Q1 25 | $5.3M | $15.8M | ||
| Q4 24 | $5.3M | $66.7M | ||
| Q3 24 | $12.1M | $7.1M | ||
| Q2 24 | $3.1M | $15.7M | ||
| Q1 24 | $1.9M | $17.1M |
自由现金流率AMSCLB
| Q4 25 | 3.2% | 214.9% | ||
| Q3 25 | 7.7% | 66.3% | ||
| Q2 25 | 4.6% | 75.9% | ||
| Q1 25 | 7.9% | 36.0% | ||
| Q4 24 | 8.7% | 182.6% | ||
| Q3 24 | 22.3% | 25.1% | ||
| Q2 24 | 7.8% | 60.4% | ||
| Q1 24 | 4.6% | 90.1% |
资本支出强度AMSCLB
| Q4 25 | 1.2% | 7.5% | ||
| Q3 25 | 2.1% | 2.3% | ||
| Q2 25 | 1.1% | 2.6% | ||
| Q1 25 | 1.6% | 0.2% | ||
| Q4 24 | 0.9% | 2.7% | ||
| Q3 24 | 1.1% | 1.1% | ||
| Q2 24 | 0.7% | 1.4% | ||
| Q1 24 | 0.7% | 0.5% |
现金转化率AMSCLB
| Q4 25 | 0.03× | 15.68× | ||
| Q3 25 | 1.37× | 4.31× | ||
| Q2 25 | 0.61× | 4.98× | ||
| Q1 25 | 5.22× | 2.46× | ||
| Q4 24 | 2.38× | 1.37× | ||
| Q3 24 | 2.60× | 2.80× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.60× |
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% |
LB
暂无分部数据
