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英美资源集团（AMSC）与Ranpak Holdings Corp.（PACK）财务数据对比。点击上方公司名可切换其他公司
Ranpak Holdings Corp.的季度营收约是英美资源集团的1.3倍（$93.7M vs $74.5M），英美资源集团同比增速更快（21.4% vs 2.3%），过去两年英美资源集团的营收复合增速更高（33.2% vs 13.7%）
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。
Ranpak Holdings Corp.主营生产防护纸质包装设备与纸制品，可为电商及各行业货品运输提供纸质缓冲包装方案，同时也供应自动化包装解决方案。公司总部位于美国俄亥俄州康科德，在美国本土多个州、捷克、荷兰、中国上海及新加坡均设有生产基地与办公室，产品可用于包裹缠绕、缓冲填隙、冷链运输等多种场景。
AMSC vs PACK — 直观对比
营收规模更大
PACK
是对方的1.3倍
$74.5M
营收增速更快
AMSC
高出19.1%
2.3%
两年增速更快
AMSC
近两年复合增速
13.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $74.5M | $93.7M |
| 净利润 | $117.8M | — |
| 毛利率 | 30.7% | 39.0% |
| 营业利润率 | 4.5% | -1.0% |
| 净利率 | 158.1% | — |
| 营收同比 | 21.4% | 2.3% |
| 净利润同比 | 4679.1% | — |
| 每股收益（稀释后） | $2.62 | $-0.11 |
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AMSCPACK
| Q4 25 | $74.5M | $93.7M | ||
| Q3 25 | $65.9M | $83.6M | ||
| Q2 25 | $72.4M | $77.8M | ||
| Q1 25 | $66.7M | $77.6M | ||
| Q4 24 | $61.4M | $91.6M | ||
| Q3 24 | $54.5M | $78.6M | ||
| Q2 24 | $40.3M | $72.8M | ||
| Q1 24 | $42.0M | $72.5M |
净利润AMSCPACK
| Q4 25 | $117.8M | — | ||
| Q3 25 | $4.8M | $-10.4M | ||
| Q2 25 | $6.7M | $-7.5M | ||
| Q1 25 | $1.2M | $-10.9M | ||
| Q4 24 | $2.5M | — | ||
| Q3 24 | $4.9M | $-8.1M | ||
| Q2 24 | $-2.5M | $5.5M | ||
| Q1 24 | $-1.6M | $-8.1M |
毛利率AMSCPACK
| Q4 25 | 30.7% | 39.0% | ||
| Q3 25 | 31.0% | 41.1% | ||
| Q2 25 | 33.8% | 37.1% | ||
| Q1 25 | 26.5% | 39.8% | ||
| Q4 24 | 26.6% | 45.2% | ||
| Q3 24 | 28.7% | 43.8% | ||
| Q2 24 | 30.3% | 43.5% | ||
| Q1 24 | 24.8% | 44.6% |
营业利润率AMSCPACK
| Q4 25 | 4.5% | -1.0% | ||
| Q3 25 | 4.5% | -6.8% | ||
| Q2 25 | 7.8% | -12.5% | ||
| Q1 25 | 2.5% | -10.3% | ||
| Q4 24 | 2.1% | 1.5% | ||
| Q3 24 | -1.4% | -5.3% | ||
| Q2 24 | -8.2% | -7.1% | ||
| Q1 24 | -5.3% | -6.6% |
净利率AMSCPACK
| Q4 25 | 158.1% | — | ||
| Q3 25 | 7.2% | -12.4% | ||
| Q2 25 | 9.3% | -9.6% | ||
| Q1 25 | 1.8% | -14.0% | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 9.0% | -10.3% | ||
| Q2 24 | -6.3% | 7.6% | ||
| Q1 24 | -3.8% | -11.2% |
每股收益（稀释后）AMSCPACK
| Q4 25 | $2.62 | $-0.11 | ||
| Q3 25 | $0.11 | $-0.12 | ||
| Q2 25 | $0.17 | $-0.09 | ||
| Q1 25 | $0.04 | $-0.13 | ||
| Q4 24 | $0.06 | $-0.13 | ||
| Q3 24 | $0.13 | $-0.10 | ||
| Q2 24 | $-0.07 | $0.07 | ||
| Q1 24 | $-0.03 | $-0.10 |
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 | $63.0M |
| 总债务越低越好 | — | $401.9M |
| 股东权益账面价值 | $536.8M | $534.9M |
| 总资产 | $719.5M | $1.1B |
| 负债/权益比越低杠杆越低 | — | 0.75× |
8季度趋势，按日历期对齐
现金及短期投资AMSCPACK
| Q4 25 | $141.1M | $63.0M | ||
| Q3 25 | $212.9M | $49.9M | ||
| Q2 25 | $207.9M | $49.2M | ||
| Q1 25 | $79.5M | $65.5M | ||
| Q4 24 | $75.2M | $76.1M | ||
| Q3 24 | $72.1M | $69.5M | ||
| Q2 24 | $93.5M | $65.1M | ||
| Q1 24 | $90.5M | $55.1M |
总债务AMSCPACK
| Q4 25 | — | $401.9M | ||
| Q3 25 | — | $403.1M | ||
| Q2 25 | — | $403.1M | ||
| Q1 25 | — | $405.2M | ||
| Q4 24 | — | $406.4M | ||
| Q3 24 | — | $403.2M | ||
| Q2 24 | — | $396.1M | ||
| Q1 24 | — | $396.7M |
股东权益AMSCPACK
| Q4 25 | $536.8M | $534.9M | ||
| Q3 25 | $342.2M | $537.8M | ||
| Q2 25 | $333.1M | $539.0M | ||
| Q1 25 | $197.1M | $544.1M | ||
| Q4 24 | $192.7M | $548.1M | ||
| Q3 24 | $187.0M | $564.3M | ||
| Q2 24 | $143.3M | $566.2M | ||
| Q1 24 | $144.6M | $560.0M |
总资产AMSCPACK
| Q4 25 | $719.5M | $1.1B | ||
| Q3 25 | $445.6M | $1.1B | ||
| Q2 25 | $452.8M | $1.1B | ||
| Q1 25 | $310.5M | $1.1B | ||
| Q4 24 | $310.3M | $1.1B | ||
| Q3 24 | $298.4M | $1.1B | ||
| Q2 24 | $240.1M | $1.1B | ||
| Q1 24 | $232.8M | $1.1B |
负债/权益比AMSCPACK
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.75× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | — | 0.74× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.71× | ||
| Q2 24 | — | 0.70× | ||
| Q1 24 | — | 0.71× |
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 | $19.5M |
| 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× | — |
| 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AMSCPACK
| Q4 25 | $3.2M | $19.5M | ||
| Q3 25 | $6.5M | $8.5M | ||
| Q2 25 | $4.1M | $-3.6M | ||
| Q1 25 | $6.3M | $-1.3M | ||
| Q4 24 | $5.9M | $6.5M | ||
| Q3 24 | $12.7M | $10.1M | ||
| Q2 24 | $3.4M | $19.6M | ||
| Q1 24 | $2.2M | $5.2M |
自由现金流AMSCPACK
| 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AMSCPACK
| 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AMSCPACK
| 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AMSCPACK
| Q4 25 | 0.03× | — | ||
| Q3 25 | 1.37× | — | ||
| Q2 25 | 0.61× | — | ||
| Q1 25 | 5.22× | — | ||
| Q4 24 | 2.38× | — | ||
| Q3 24 | 2.60× | — | ||
| Q2 24 | — | 3.56× | ||
| Q1 24 | — | — |
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% |
PACK
| Other | $47.9M | 51% |
| Europe And Asia Segment | $45.8M | 49% |
