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英美资源集团（AMSC）与STRATTEC SECURITY CORP（STRT）财务数据对比。点击上方公司名可切换其他公司
STRATTEC SECURITY CORP的季度营收约是英美资源集团的1.8倍（$137.5M vs $74.5M），英美资源集团净利率更高（158.1% vs 3.6%，领先154.5%），英美资源集团同比增速更快（21.4% vs 5.9%），STRATTEC SECURITY CORP自由现金流更多（$11.3M 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 7.7%）
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。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
AMSC vs STRT — 直观对比
营收规模更大
STRT
是对方的1.8倍
$74.5M
营收增速更快
AMSC
高出15.5%
5.9%
净利率更高
AMSC
高出154.5%
3.6%
自由现金流更多
STRT
多$8.9M
$2.4M
两年增速更快
AMSC
近两年复合增速
7.7%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $74.5M | $137.5M |
| 净利润 | $117.8M | $4.9M |
| 毛利率 | 30.7% | 16.5% |
| 营业利润率 | 4.5% | 3.5% |
| 净利率 | 158.1% | 3.6% |
| 营收同比 | 21.4% | 5.9% |
| 净利润同比 | 4679.1% | 275.1% |
| 每股收益（稀释后） | $2.62 | $1.20 |
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AMSCSTRT
| Q4 25 | $74.5M | $137.5M | ||
| Q3 25 | $65.9M | $152.4M | ||
| Q2 25 | $72.4M | $152.0M | ||
| Q1 25 | $66.7M | $144.1M | ||
| Q4 24 | $61.4M | $129.9M | ||
| Q3 24 | $54.5M | $139.1M | ||
| Q2 24 | $40.3M | — | ||
| Q1 24 | $42.0M | $140.8M |
净利润AMSCSTRT
| Q4 25 | $117.8M | $4.9M | ||
| Q3 25 | $4.8M | $8.5M | ||
| Q2 25 | $6.7M | $8.3M | ||
| Q1 25 | $1.2M | $5.4M | ||
| Q4 24 | $2.5M | $1.3M | ||
| Q3 24 | $4.9M | $3.7M | ||
| Q2 24 | $-2.5M | — | ||
| Q1 24 | $-1.6M | $1.5M |
毛利率AMSCSTRT
| Q4 25 | 30.7% | 16.5% | ||
| Q3 25 | 31.0% | 17.3% | ||
| Q2 25 | 33.8% | 16.7% | ||
| Q1 25 | 26.5% | 16.0% | ||
| Q4 24 | 26.6% | 13.2% | ||
| Q3 24 | 28.7% | 13.6% | ||
| Q2 24 | 30.3% | — | ||
| Q1 24 | 24.8% | 10.4% |
营业利润率AMSCSTRT
| Q4 25 | 4.5% | 3.5% | ||
| Q3 25 | 4.5% | 6.9% | ||
| Q2 25 | 7.8% | 5.6% | ||
| Q1 25 | 2.5% | 4.9% | ||
| Q4 24 | 2.1% | 1.6% | ||
| Q3 24 | -1.4% | 3.6% | ||
| Q2 24 | -8.2% | — | ||
| Q1 24 | -5.3% | 1.4% |
净利率AMSCSTRT
| Q4 25 | 158.1% | 3.6% | ||
| Q3 25 | 7.2% | 5.6% | ||
| Q2 25 | 9.3% | 5.4% | ||
| Q1 25 | 1.8% | 3.7% | ||
| Q4 24 | 4.0% | 1.0% | ||
| Q3 24 | 9.0% | 2.7% | ||
| Q2 24 | -6.3% | — | ||
| Q1 24 | -3.8% | 1.1% |
每股收益（稀释后）AMSCSTRT
| Q4 25 | $2.62 | $1.20 | ||
| Q3 25 | $0.11 | $2.07 | ||
| Q2 25 | $0.17 | $2.02 | ||
| Q1 25 | $0.04 | $1.32 | ||
| Q4 24 | $0.06 | $0.32 | ||
| Q3 24 | $0.13 | $0.92 | ||
| Q2 24 | $-0.07 | — | ||
| Q1 24 | $-0.03 | $0.37 |
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 | $99.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $536.8M | $236.8M |
| 总资产 | $719.5M | $392.2M |
| 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AMSCSTRT
| Q4 25 | $141.1M | $99.0M | ||
| Q3 25 | $212.9M | $90.5M | ||
| Q2 25 | $207.9M | $84.6M | ||
| Q1 25 | $79.5M | $62.1M | ||
| Q4 24 | $75.2M | $42.6M | ||
| Q3 24 | $72.1M | $34.4M | ||
| Q2 24 | $93.5M | — | ||
| Q1 24 | $90.5M | $9.6M |
股东权益AMSCSTRT
| Q4 25 | $536.8M | $236.8M | ||
| Q3 25 | $342.2M | $230.5M | ||
| Q2 25 | $333.1M | $221.6M | ||
| Q1 25 | $197.1M | $210.7M | ||
| Q4 24 | $192.7M | $204.5M | ||
| Q3 24 | $187.0M | $203.0M | ||
| Q2 24 | $143.3M | — | ||
| Q1 24 | $144.6M | $193.8M |
总资产AMSCSTRT
| Q4 25 | $719.5M | $392.2M | ||
| Q3 25 | $445.6M | $390.1M | ||
| Q2 25 | $452.8M | $391.5M | ||
| Q1 25 | $310.5M | $387.4M | ||
| Q4 24 | $310.3M | $355.9M | ||
| Q3 24 | $298.4M | $366.9M | ||
| Q2 24 | $240.1M | — | ||
| Q1 24 | $232.8M | $348.5M |
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 | $13.9M |
| 自由现金流经营现金流 - 资本支出 | $2.4M | $11.3M |
| 自由现金流率自由现金流/营收 | 3.2% | 8.2% |
| 资本支出强度资本支出/营收 | 1.2% | 1.9% |
| 现金转化率经营现金流/净利润 | 0.03× | 2.81× |
| 过去12个月自由现金流最近4个季度 | $16.0M | $67.8M |
8季度趋势，按日历期对齐
经营现金流AMSCSTRT
| Q4 25 | $3.2M | $13.9M | ||
| Q3 25 | $6.5M | $11.3M | ||
| Q2 25 | $4.1M | $30.2M | ||
| Q1 25 | $6.3M | $20.7M | ||
| Q4 24 | $5.9M | $9.4M | ||
| Q3 24 | $12.7M | $11.3M | ||
| Q2 24 | $3.4M | — | ||
| Q1 24 | $2.2M | $-309.0K |
自由现金流AMSCSTRT
| Q4 25 | $2.4M | $11.3M | ||
| Q3 25 | $5.1M | $9.8M | ||
| Q2 25 | $3.3M | $27.2M | ||
| Q1 25 | $5.3M | $19.6M | ||
| Q4 24 | $5.3M | $8.5M | ||
| Q3 24 | $12.1M | $9.3M | ||
| Q2 24 | $3.1M | — | ||
| Q1 24 | $1.9M | $-2.0M |
自由现金流率AMSCSTRT
| Q4 25 | 3.2% | 8.2% | ||
| Q3 25 | 7.7% | 6.4% | ||
| Q2 25 | 4.6% | 17.9% | ||
| Q1 25 | 7.9% | 13.6% | ||
| Q4 24 | 8.7% | 6.6% | ||
| Q3 24 | 22.3% | 6.7% | ||
| Q2 24 | 7.8% | — | ||
| Q1 24 | 4.6% | -1.4% |
资本支出强度AMSCSTRT
| Q4 25 | 1.2% | 1.9% | ||
| Q3 25 | 2.1% | 1.0% | ||
| Q2 25 | 1.1% | 2.0% | ||
| Q1 25 | 1.6% | 0.8% | ||
| Q4 24 | 0.9% | 0.7% | ||
| Q3 24 | 1.1% | 1.5% | ||
| Q2 24 | 0.7% | — | ||
| Q1 24 | 0.7% | 1.2% |
现金转化率AMSCSTRT
| Q4 25 | 0.03× | 2.81× | ||
| Q3 25 | 1.37× | 1.33× | ||
| Q2 25 | 0.61× | 3.65× | ||
| Q1 25 | 5.22× | 3.84× | ||
| Q4 24 | 2.38× | 7.16× | ||
| Q3 24 | 2.60× | 3.06× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -0.21× |
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% |
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
