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英美资源集团(AMSC)与Urban Edge Properties(UE)财务数据对比。点击上方公司名可切换其他公司
Urban Edge Properties的季度营收约是英美资源集团的1.8倍($132.6M vs $74.5M),英美资源集团净利率更高(158.1% vs 17.1%,领先141.0%),英美资源集团同比增速更快(21.4% vs 12.2%),过去两年英美资源集团的营收复合增速更高(33.2% vs 11.6%)
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。
Urban Edge Properties是一家上市房地产投资信托,主要在美国人口密集的城市及郊区市场持有、运营和开发优质零售及混合用途物业,投资组合涵盖生鲜超市锚定的购物中心、生活类商业网点等面向本地社区的资产。
AMSC vs UE — 直观对比
营收规模更大
UE
是对方的1.8倍
$74.5M
营收增速更快
AMSC
高出9.1%
12.2%
净利率更高
AMSC
高出141.0%
17.1%
两年增速更快
AMSC
近两年复合增速
11.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $74.5M | $132.6M |
| 净利润 | $117.8M | $22.6M |
| 毛利率 | 30.7% | — |
| 营业利润率 | 4.5% | — |
| 净利率 | 158.1% | 17.1% |
| 营收同比 | 21.4% | 12.2% |
| 净利润同比 | 4679.1% | -6.7% |
| 每股收益(稀释后) | $2.62 | $0.18 |
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
AMSC
UE
| Q1 26 | — | $132.6M | ||
| Q4 25 | $74.5M | $119.6M | ||
| Q3 25 | $65.9M | $120.1M | ||
| Q2 25 | $72.4M | $114.1M | ||
| Q1 25 | $66.7M | $118.2M | ||
| Q4 24 | $61.4M | $116.4M | ||
| Q3 24 | $54.5M | $112.4M | ||
| Q2 24 | $40.3M | $106.5M |
净利润
AMSC
UE
| Q1 26 | — | $22.6M | ||
| Q4 25 | $117.8M | $12.4M | ||
| Q3 25 | $4.8M | $14.9M | ||
| Q2 25 | $6.7M | $58.0M | ||
| Q1 25 | $1.2M | $8.2M | ||
| Q4 24 | $2.5M | $30.1M | ||
| Q3 24 | $4.9M | $9.1M | ||
| Q2 24 | $-2.5M | $30.8M |
毛利率
AMSC
UE
| Q1 26 | — | — | ||
| 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% | — |
营业利润率
AMSC
UE
| Q1 26 | — | — | ||
| Q4 25 | 4.5% | 11.3% | ||
| Q3 25 | 4.5% | 13.4% | ||
| Q2 25 | 7.8% | 53.9% | ||
| Q1 25 | 2.5% | 7.6% | ||
| Q4 24 | 2.1% | 27.6% | ||
| Q3 24 | -1.4% | 8.9% | ||
| Q2 24 | -8.2% | 30.6% |
净利率
AMSC
UE
| Q1 26 | — | 17.1% | ||
| Q4 25 | 158.1% | 10.4% | ||
| Q3 25 | 7.2% | 12.4% | ||
| Q2 25 | 9.3% | 50.8% | ||
| Q1 25 | 1.8% | 6.9% | ||
| Q4 24 | 4.0% | 25.9% | ||
| Q3 24 | 9.0% | 8.1% | ||
| Q2 24 | -6.3% | 28.9% |
每股收益(稀释后)
AMSC
UE
| Q1 26 | — | $0.18 | ||
| Q4 25 | $2.62 | $0.09 | ||
| Q3 25 | $0.11 | $0.12 | ||
| Q2 25 | $0.17 | $0.46 | ||
| Q1 25 | $0.04 | $0.07 | ||
| Q4 24 | $0.06 | $0.25 | ||
| Q3 24 | $0.13 | $0.07 | ||
| Q2 24 | $-0.07 | $0.26 |
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 | $50.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $536.8M | $1.4B |
| 总资产 | $719.5M | $3.4B |
| 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
AMSC
UE
| Q1 26 | — | $50.0M | ||
| Q4 25 | $141.1M | $48.9M | ||
| Q3 25 | $212.9M | $77.8M | ||
| Q2 25 | $207.9M | $53.0M | ||
| Q1 25 | $79.5M | $48.0M | ||
| Q4 24 | $75.2M | $41.4M | ||
| Q3 24 | $72.1M | $67.9M | ||
| Q2 24 | $93.5M | $78.6M |
股东权益
AMSC
UE
| Q1 26 | — | $1.4B | ||
| Q4 25 | $536.8M | $1.4B | ||
| Q3 25 | $342.2M | $1.4B | ||
| Q2 25 | $333.1M | $1.4B | ||
| Q1 25 | $197.1M | $1.4B | ||
| Q4 24 | $192.7M | $1.4B | ||
| Q3 24 | $187.0M | $1.3B | ||
| Q2 24 | $143.3M | $1.3B |
总资产
AMSC
UE
| Q1 26 | — | $3.4B | ||
| Q4 25 | $719.5M | $3.3B | ||
| Q3 25 | $445.6M | $3.3B | ||
| Q2 25 | $452.8M | $3.3B | ||
| Q1 25 | $310.5M | $3.3B | ||
| Q4 24 | $310.3M | $3.3B | ||
| Q3 24 | $298.4M | $3.2B | ||
| Q2 24 | $240.1M | $3.2B |
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 | $39.1M |
| 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% | 1.5% |
| 现金转化率经营现金流/净利润 | 0.03× | 1.73× |
| 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
AMSC
UE
| Q1 26 | — | $39.1M | ||
| Q4 25 | $3.2M | $182.7M | ||
| Q3 25 | $6.5M | $55.7M | ||
| Q2 25 | $4.1M | $43.5M | ||
| Q1 25 | $6.3M | $32.6M | ||
| Q4 24 | $5.9M | $153.2M | ||
| Q3 24 | $12.7M | $36.6M | ||
| Q2 24 | $3.4M | $41.2M |
自由现金流
AMSC
UE
| Q1 26 | — | — | ||
| Q4 25 | $2.4M | $81.8M | ||
| Q3 25 | $5.1M | $26.1M | ||
| Q2 25 | $3.3M | $19.6M | ||
| Q1 25 | $5.3M | $11.9M | ||
| Q4 24 | $5.3M | $42.5M | ||
| Q3 24 | $12.1M | $12.2M | ||
| Q2 24 | $3.1M | $19.9M |
自由现金流率
AMSC
UE
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | 68.4% | ||
| Q3 25 | 7.7% | 21.7% | ||
| Q2 25 | 4.6% | 17.2% | ||
| Q1 25 | 7.9% | 10.0% | ||
| Q4 24 | 8.7% | 36.6% | ||
| Q3 24 | 22.3% | 10.8% | ||
| Q2 24 | 7.8% | 18.6% |
资本支出强度
AMSC
UE
| Q1 26 | — | 1.5% | ||
| Q4 25 | 1.2% | 84.4% | ||
| Q3 25 | 2.1% | 24.6% | ||
| Q2 25 | 1.1% | 20.9% | ||
| Q1 25 | 1.6% | 17.5% | ||
| Q4 24 | 0.9% | 95.1% | ||
| Q3 24 | 1.1% | 21.7% | ||
| Q2 24 | 0.7% | 20.1% |
现金转化率
AMSC
UE
| Q1 26 | — | 1.73× | ||
| Q4 25 | 0.03× | 14.71× | ||
| Q3 25 | 1.37× | 3.73× | ||
| Q2 25 | 0.61× | 0.75× | ||
| Q1 25 | 5.22× | 3.97× | ||
| Q4 24 | 2.38× | 5.09× | ||
| Q3 24 | 2.60× | 4.03× | ||
| Q2 24 | — | 1.34× |
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% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |