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英美资源集团（AMSC）与Mayville Engineering Company, Inc.（MEC）财务数据对比。点击上方公司名可切换其他公司
Mayville Engineering Company, Inc.的季度营收约是英美资源集团的1.8倍（$134.3M vs $74.5M），英美资源集团净利率更高（158.1% vs -3.2%，领先161.3%），英美资源集团同比增速更快（21.4% vs 10.7%），Mayville Engineering Company, Inc.自由现金流更多（$10.2M 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 -8.8%）
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。
Mayville Engineering Company（MEC）是总部位于美国的领先金属零部件、装配组件及定制工程解决方案供应商，主要服务农业、建筑、商用运输、国防、动力运动等领域的原始设备制造商客户，提供从原型开发到大规模量产的全流程服务。
AMSC vs MEC — 直观对比
营收规模更大
MEC
是对方的1.8倍
$74.5M
营收增速更快
AMSC
高出10.7%
10.7%
净利率更高
AMSC
高出161.3%
-3.2%
自由现金流更多
MEC
多$7.8M
$2.4M
两年增速更快
AMSC
近两年复合增速
-8.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $74.5M | $134.3M |
| 净利润 | $117.8M | $-4.4M |
| 毛利率 | 30.7% | 6.8% |
| 营业利润率 | 4.5% | -4.1% |
| 净利率 | 158.1% | -3.2% |
| 营收同比 | 21.4% | 10.7% |
| 净利润同比 | 4679.1% | -127.3% |
| 每股收益（稀释后） | $2.62 | $-0.22 |
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AMSCMEC
| Q4 25 | $74.5M | $134.3M | ||
| Q3 25 | $65.9M | $144.3M | ||
| Q2 25 | $72.4M | $132.3M | ||
| Q1 25 | $66.7M | $135.6M | ||
| Q4 24 | $61.4M | $121.3M | ||
| Q3 24 | $54.5M | $135.4M | ||
| Q2 24 | $40.3M | $163.6M | ||
| Q1 24 | $42.0M | $161.3M |
净利润AMSCMEC
| Q4 25 | $117.8M | $-4.4M | ||
| Q3 25 | $4.8M | $-2.7M | ||
| Q2 25 | $6.7M | $-1.1M | ||
| Q1 25 | $1.2M | $20.0K | ||
| Q4 24 | $2.5M | $16.0M | ||
| Q3 24 | $4.9M | $3.0M | ||
| Q2 24 | $-2.5M | $3.8M | ||
| Q1 24 | $-1.6M | $3.2M |
毛利率AMSCMEC
| Q4 25 | 30.7% | 6.8% | ||
| Q3 25 | 31.0% | 11.0% | ||
| Q2 25 | 33.8% | 10.3% | ||
| Q1 25 | 26.5% | 11.3% | ||
| Q4 24 | 26.6% | 8.9% | ||
| Q3 24 | 28.7% | 12.6% | ||
| Q2 24 | 30.3% | 13.6% | ||
| Q1 24 | 24.8% | 13.0% |
营业利润率AMSCMEC
| Q4 25 | 4.5% | -4.1% | ||
| Q3 25 | 4.5% | 0.0% | ||
| Q2 25 | 7.8% | 0.1% | ||
| Q1 25 | 2.5% | 1.2% | ||
| Q4 24 | 2.1% | 19.0% | ||
| Q3 24 | -1.4% | 4.2% | ||
| Q2 24 | -8.2% | 5.0% | ||
| Q1 24 | -5.3% | 4.7% |
净利率AMSCMEC
| Q4 25 | 158.1% | -3.2% | ||
| Q3 25 | 7.2% | -1.9% | ||
| Q2 25 | 9.3% | -0.8% | ||
| Q1 25 | 1.8% | 0.0% | ||
| Q4 24 | 4.0% | 13.2% | ||
| Q3 24 | 9.0% | 2.2% | ||
| Q2 24 | -6.3% | 2.3% | ||
| Q1 24 | -3.8% | 2.0% |
每股收益（稀释后）AMSCMEC
| Q4 25 | $2.62 | $-0.22 | ||
| Q3 25 | $0.11 | $-0.13 | ||
| Q2 25 | $0.17 | $-0.05 | ||
| Q1 25 | $0.04 | $0.00 | ||
| Q4 24 | $0.06 | $0.76 | ||
| Q3 24 | $0.13 | $0.14 | ||
| Q2 24 | $-0.07 | $0.18 | ||
| Q1 24 | $-0.03 | $0.16 |
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 | $1.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $536.8M | $240.7M |
| 总资产 | $719.5M | $563.6M |
| 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AMSCMEC
| Q4 25 | $141.1M | $1.5M | ||
| Q3 25 | $212.9M | $1.2M | ||
| Q2 25 | $207.9M | $206.0K | ||
| Q1 25 | $79.5M | $183.0K | ||
| Q4 24 | $75.2M | $206.0K | ||
| Q3 24 | $72.1M | $178.0K | ||
| Q2 24 | $93.5M | $314.0K | ||
| Q1 24 | $90.5M | $314.0K |
股东权益AMSCMEC
| Q4 25 | $536.8M | $240.7M | ||
| Q3 25 | $342.2M | $244.8M | ||
| Q2 25 | $333.1M | $246.8M | ||
| Q1 25 | $197.1M | $250.0M | ||
| Q4 24 | $192.7M | $251.8M | ||
| Q3 24 | $187.0M | $238.4M | ||
| Q2 24 | $143.3M | $238.1M | ||
| Q1 24 | $144.6M | $234.0M |
总资产AMSCMEC
| Q4 25 | $719.5M | $563.6M | ||
| Q3 25 | $445.6M | $585.6M | ||
| Q2 25 | $452.8M | $433.7M | ||
| Q1 25 | $310.5M | $447.7M | ||
| Q4 24 | $310.3M | $445.6M | ||
| Q3 24 | $298.4M | $466.0M | ||
| Q2 24 | $240.1M | $488.2M | ||
| Q1 24 | $232.8M | $499.9M |
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 | $13.4M |
| 自由现金流经营现金流 - 资本支出 | $2.4M | $10.2M |
| 自由现金流率自由现金流/营收 | 3.2% | 7.6% |
| 资本支出强度资本支出/营收 | 1.2% | 2.4% |
| 现金转化率经营现金流/净利润 | 0.03× | — |
| 过去12个月自由现金流最近4个季度 | $16.0M | $26.9M |
8季度趋势，按日历期对齐
经营现金流AMSCMEC
| Q4 25 | $3.2M | $13.4M | ||
| Q3 25 | $6.5M | $1.9M | ||
| Q2 25 | $4.1M | $15.0M | ||
| Q1 25 | $6.3M | $8.3M | ||
| Q4 24 | $5.9M | $38.0M | ||
| Q3 24 | $12.7M | $17.9M | ||
| Q2 24 | $3.4M | $23.3M | ||
| Q1 24 | $2.2M | $10.6M |
自由现金流AMSCMEC
| Q4 25 | $2.4M | $10.2M | ||
| Q3 25 | $5.1M | $-1.1M | ||
| Q2 25 | $3.3M | $12.5M | ||
| Q1 25 | $5.3M | $5.4M | ||
| Q4 24 | $5.3M | $35.6M | ||
| Q3 24 | $12.1M | $15.1M | ||
| Q2 24 | $3.1M | $19.2M | ||
| Q1 24 | $1.9M | $7.8M |
自由现金流率AMSCMEC
| Q4 25 | 3.2% | 7.6% | ||
| Q3 25 | 7.7% | -0.8% | ||
| Q2 25 | 4.6% | 9.5% | ||
| Q1 25 | 7.9% | 4.0% | ||
| Q4 24 | 8.7% | 29.4% | ||
| Q3 24 | 22.3% | 11.1% | ||
| Q2 24 | 7.8% | 11.7% | ||
| Q1 24 | 4.6% | 4.9% |
资本支出强度AMSCMEC
| Q4 25 | 1.2% | 2.4% | ||
| Q3 25 | 2.1% | 2.1% | ||
| Q2 25 | 1.1% | 1.8% | ||
| Q1 25 | 1.6% | 2.2% | ||
| Q4 24 | 0.9% | 1.9% | ||
| Q3 24 | 1.1% | 2.1% | ||
| Q2 24 | 0.7% | 2.5% | ||
| Q1 24 | 0.7% | 1.7% |
现金转化率AMSCMEC
| Q4 25 | 0.03× | — | ||
| Q3 25 | 1.37× | — | ||
| Q2 25 | 0.61× | — | ||
| Q1 25 | 5.22× | 416.65× | ||
| Q4 24 | 2.38× | 2.38× | ||
| Q3 24 | 2.60× | 6.03× | ||
| Q2 24 | — | 6.15× | ||
| Q1 24 | — | 3.28× |
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% |
MEC
| Fabrication | $72.2M | 54% |
| Construction And Access | $19.2M | 14% |
| Tubes | $16.2M | 12% |
| Other Market | $11.9M | 9% |
| Agriculture | $7.7M | 6% |
| Military | $6.7M | 5% |
| Outdoor Sports | $1.7M | 1% |
