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英美资源集团（AMSC）与Turning Point Brands, Inc.（TPB）财务数据对比。点击上方公司名可切换其他公司
Turning Point Brands, Inc.的季度营收约是英美资源集团的1.6倍（$121.0M vs $74.5M），英美资源集团净利率更高（158.1% vs 6.8%，领先151.3%），Turning Point Brands, Inc.同比增速更快（29.2% vs 21.4%），Turning Point Brands, Inc.自由现金流更多（$21.5M 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 20.7%）
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。
Turning Point Australia（TPAUS）是一家位于澳大利亚的保守派游说团体，隶属于美国转折点组织但保持独立运营，由乔尔·贾马尔创立并于2023年完成注册。该团体目前正积极行动，试图影响2026年3月举行的南澳大利亚州选举结果。
AMSC vs TPB — 直观对比
营收规模更大
TPB
是对方的1.6倍
$74.5M
营收增速更快
TPB
高出7.8%
21.4%
净利率更高
AMSC
高出151.3%
6.8%
自由现金流更多
TPB
多$19.2M
$2.4M
两年增速更快
AMSC
近两年复合增速
20.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $74.5M | $121.0M |
| 净利润 | $117.8M | $8.2M |
| 毛利率 | 30.7% | 55.9% |
| 营业利润率 | 4.5% | 16.5% |
| 净利率 | 158.1% | 6.8% |
| 营收同比 | 21.4% | 29.2% |
| 净利润同比 | 4679.1% | 239.8% |
| 每股收益（稀释后） | $2.62 | $0.40 |
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AMSCTPB
| Q4 25 | $74.5M | $121.0M | ||
| Q3 25 | $65.9M | $119.0M | ||
| Q2 25 | $72.4M | $116.6M | ||
| Q1 25 | $66.7M | $106.4M | ||
| Q4 24 | $61.4M | $93.7M | ||
| Q3 24 | $54.5M | $90.7M | ||
| Q2 24 | $40.3M | $93.2M | ||
| Q1 24 | $42.0M | $83.1M |
净利润AMSCTPB
| Q4 25 | $117.8M | $8.2M | ||
| Q3 25 | $4.8M | $21.1M | ||
| Q2 25 | $6.7M | $14.5M | ||
| Q1 25 | $1.2M | $14.4M | ||
| Q4 24 | $2.5M | $2.4M | ||
| Q3 24 | $4.9M | $12.4M | ||
| Q2 24 | $-2.5M | $13.0M | ||
| Q1 24 | $-1.6M | $12.0M |
毛利率AMSCTPB
| Q4 25 | 30.7% | 55.9% | ||
| Q3 25 | 31.0% | 59.2% | ||
| Q2 25 | 33.8% | 57.1% | ||
| Q1 25 | 26.5% | 56.0% | ||
| Q4 24 | 26.6% | 56.0% | ||
| Q3 24 | 28.7% | 55.6% | ||
| Q2 24 | 30.3% | 54.1% | ||
| Q1 24 | 24.8% | 58.2% |
营业利润率AMSCTPB
| Q4 25 | 4.5% | 16.5% | ||
| Q3 25 | 4.5% | 21.8% | ||
| Q2 25 | 7.8% | 22.6% | ||
| Q1 25 | 2.5% | 21.8% | ||
| Q4 24 | 2.1% | 19.1% | ||
| Q3 24 | -1.4% | 22.9% | ||
| Q2 24 | -8.2% | 24.5% | ||
| Q1 24 | -5.3% | 23.2% |
净利率AMSCTPB
| Q4 25 | 158.1% | 6.8% | ||
| Q3 25 | 7.2% | 17.7% | ||
| Q2 25 | 9.3% | 12.4% | ||
| Q1 25 | 1.8% | 13.5% | ||
| Q4 24 | 4.0% | 2.6% | ||
| Q3 24 | 9.0% | 13.6% | ||
| Q2 24 | -6.3% | 14.0% | ||
| Q1 24 | -3.8% | 14.5% |
每股收益（稀释后）AMSCTPB
| Q4 25 | $2.62 | $0.40 | ||
| Q3 25 | $0.11 | $1.13 | ||
| Q2 25 | $0.17 | $0.79 | ||
| Q1 25 | $0.04 | $0.79 | ||
| Q4 24 | $0.06 | $0.15 | ||
| Q3 24 | $0.13 | $0.68 | ||
| Q2 24 | $-0.07 | $0.68 | ||
| Q1 24 | $-0.03 | $0.63 |
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 | $222.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $536.8M | $372.0M |
| 总资产 | $719.5M | $763.8M |
| 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AMSCTPB
| Q4 25 | $141.1M | $222.8M | ||
| Q3 25 | $212.9M | $201.2M | ||
| Q2 25 | $207.9M | $109.9M | ||
| Q1 25 | $79.5M | $99.6M | ||
| Q4 24 | $75.2M | $48.9M | ||
| Q3 24 | $72.1M | $33.6M | ||
| Q2 24 | $93.5M | $142.2M | ||
| Q1 24 | $90.5M | $130.9M |
股东权益AMSCTPB
| Q4 25 | $536.8M | $372.0M | ||
| Q3 25 | $342.2M | $358.2M | ||
| Q2 25 | $333.1M | $224.8M | ||
| Q1 25 | $197.1M | $203.4M | ||
| Q4 24 | $192.7M | $190.4M | ||
| Q3 24 | $187.0M | $185.7M | ||
| Q2 24 | $143.3M | $172.8M | ||
| Q1 24 | $144.6M | $160.0M |
总资产AMSCTPB
| Q4 25 | $719.5M | $763.8M | ||
| Q3 25 | $445.6M | $742.8M | ||
| Q2 25 | $452.8M | $595.8M | ||
| Q1 25 | $310.5M | $564.6M | ||
| Q4 24 | $310.3M | $493.4M | ||
| Q3 24 | $298.4M | $488.0M | ||
| Q2 24 | $240.1M | $591.6M | ||
| Q1 24 | $232.8M | $586.3M |
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 | $24.9M |
| 自由现金流经营现金流 - 资本支出 | $2.4M | $21.5M |
| 自由现金流率自由现金流/营收 | 3.2% | 17.8% |
| 资本支出强度资本支出/营收 | 1.2% | 2.8% |
| 现金转化率经营现金流/净利润 | 0.03× | 3.03× |
| 过去12个月自由现金流最近4个季度 | $16.0M | $43.8M |
8季度趋势，按日历期对齐
经营现金流AMSCTPB
| Q4 25 | $3.2M | $24.9M | ||
| Q3 25 | $6.5M | $3.3M | ||
| Q2 25 | $4.1M | $11.8M | ||
| Q1 25 | $6.3M | $17.4M | ||
| Q4 24 | $5.9M | $17.7M | ||
| Q3 24 | $12.7M | $13.2M | ||
| Q2 24 | $3.4M | $13.4M | ||
| Q1 24 | $2.2M | $22.6M |
自由现金流AMSCTPB
| Q4 25 | $2.4M | $21.5M | ||
| Q3 25 | $5.1M | $-721.0K | ||
| Q2 25 | $3.3M | $7.8M | ||
| Q1 25 | $5.3M | $15.2M | ||
| Q4 24 | $5.3M | $16.6M | ||
| Q3 24 | $12.1M | $12.6M | ||
| Q2 24 | $3.1M | $10.9M | ||
| Q1 24 | $1.9M | $22.3M |
自由现金流率AMSCTPB
| Q4 25 | 3.2% | 17.8% | ||
| Q3 25 | 7.7% | -0.6% | ||
| Q2 25 | 4.6% | 6.7% | ||
| Q1 25 | 7.9% | 14.3% | ||
| Q4 24 | 8.7% | 17.8% | ||
| Q3 24 | 22.3% | 13.9% | ||
| Q2 24 | 7.8% | 11.7% | ||
| Q1 24 | 4.6% | 26.8% |
资本支出强度AMSCTPB
| Q4 25 | 1.2% | 2.8% | ||
| Q3 25 | 2.1% | 3.4% | ||
| Q2 25 | 1.1% | 3.4% | ||
| Q1 25 | 1.6% | 2.1% | ||
| Q4 24 | 0.9% | 1.2% | ||
| Q3 24 | 1.1% | 0.7% | ||
| Q2 24 | 0.7% | 2.7% | ||
| Q1 24 | 0.7% | 0.4% |
现金转化率AMSCTPB
| Q4 25 | 0.03× | 3.03× | ||
| Q3 25 | 1.37× | 0.16× | ||
| Q2 25 | 0.61× | 0.82× | ||
| Q1 25 | 5.22× | 1.21× | ||
| Q4 24 | 2.38× | 7.34× | ||
| Q3 24 | 2.60× | 1.07× | ||
| Q2 24 | — | 1.03× | ||
| Q1 24 | — | 1.89× |
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% |
TPB
| US | $111.5M | 92% |
| Non Us | $9.6M | 8% |
