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AMERISAFE INC(AMSF)与Limbach Holdings, Inc.(LMB)财务数据对比。点击上方公司名可切换其他公司
Limbach Holdings, Inc.的季度营收约是AMERISAFE INC的1.7倍($138.9M vs $80.1M),AMERISAFE INC净利率更高(10.2% vs 3.2%,领先7.0%),AMERISAFE INC同比增速更快(10.3% vs 4.3%),过去两年Limbach Holdings, Inc.的营收复合增速更高(6.6% vs 2.8%)
AMERISAFE Inc.是一家专业工伤保险服务商,核心经营市场为美国,覆盖本土49个州,主要为建筑、伐木、货运、制造等高风险行业的中小企业提供定制化工伤险产品及配套风险管理解决方案。
林巴赫航空发动机是一家由中资控股、总部位于德国的企业,主营航空发动机的研发与制造业务,在航空动力装备领域拥有成熟的生产技术与行业经验。
AMSF vs LMB — 直观对比
营收规模更大
LMB
是对方的1.7倍
$80.1M
营收增速更快
AMSF
高出6.0%
4.3%
净利率更高
AMSF
高出7.0%
3.2%
两年增速更快
LMB
近两年复合增速
2.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $80.1M | $138.9M |
| 净利润 | $8.1M | $4.4M |
| 毛利率 | — | 22.4% |
| 营业利润率 | — | 0.8% |
| 净利率 | 10.2% | 3.2% |
| 营收同比 | 10.3% | 4.3% |
| 净利润同比 | -9.0% | — |
| 每股收益(稀释后) | $0.43 | $0.36 |
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
AMSF
LMB
| Q1 26 | $80.1M | $138.9M | ||
| Q4 25 | $81.6M | $186.9M | ||
| Q3 25 | $82.0M | $184.6M | ||
| Q2 25 | $81.1M | $142.2M | ||
| Q1 25 | $72.6M | $133.1M | ||
| Q4 24 | $74.0M | $143.7M | ||
| Q3 24 | $78.7M | $133.9M | ||
| Q2 24 | $75.8M | $122.2M |
净利润
AMSF
LMB
| Q1 26 | $8.1M | $4.4M | ||
| Q4 25 | $10.4M | $12.3M | ||
| Q3 25 | $13.8M | $8.8M | ||
| Q2 25 | $14.0M | $7.8M | ||
| Q1 25 | $8.9M | $10.2M | ||
| Q4 24 | $13.2M | $9.8M | ||
| Q3 24 | $14.3M | $7.5M | ||
| Q2 24 | $11.0M | $6.0M |
毛利率
AMSF
LMB
| Q1 26 | — | 22.4% | ||
| Q4 25 | — | 25.7% | ||
| Q3 25 | — | 24.2% | ||
| Q2 25 | — | 28.0% | ||
| Q1 25 | — | 27.6% | ||
| Q4 24 | — | 30.3% | ||
| Q3 24 | — | 27.0% | ||
| Q2 24 | — | 27.4% |
营业利润率
AMSF
LMB
| Q1 26 | — | 0.8% | ||
| Q4 25 | 15.6% | 9.4% | ||
| Q3 25 | 21.3% | 7.2% | ||
| Q2 25 | 21.5% | 7.5% | ||
| Q1 25 | 15.5% | 5.9% | ||
| Q4 24 | 22.7% | 9.1% | ||
| Q3 24 | 22.6% | 8.1% | ||
| Q2 24 | 18.1% | 6.7% |
净利率
AMSF
LMB
| Q1 26 | 10.2% | 3.2% | ||
| Q4 25 | 12.8% | 6.6% | ||
| Q3 25 | 16.9% | 4.8% | ||
| Q2 25 | 17.2% | 5.5% | ||
| Q1 25 | 12.3% | 7.7% | ||
| Q4 24 | 17.8% | 6.9% | ||
| Q3 24 | 18.2% | 5.6% | ||
| Q2 24 | 14.5% | 4.9% |
每股收益(稀释后)
AMSF
LMB
| Q1 26 | $0.43 | $0.36 | ||
| Q4 25 | $0.55 | $1.01 | ||
| Q3 25 | $0.72 | $0.73 | ||
| Q2 25 | $0.73 | $0.64 | ||
| Q1 25 | $0.47 | $0.85 | ||
| Q4 24 | $0.69 | $0.81 | ||
| Q3 24 | $0.75 | $0.62 | ||
| Q2 24 | $0.57 | $0.50 |
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 | $34.2M | $15.8M |
| 总债务越低越好 | — | $56.6M |
| 股东权益账面价值 | $246.6M | $196.3M |
| 总资产 | — | $377.0M |
| 负债/权益比越低杠杆越低 | — | 0.29× |
8季度趋势,按日历期对齐
现金及短期投资
AMSF
LMB
| Q1 26 | $34.2M | $15.8M | ||
| Q4 25 | $61.9M | $11.3M | ||
| Q3 25 | $54.7M | $9.8M | ||
| Q2 25 | $48.5M | $38.9M | ||
| Q1 25 | $44.8M | $38.1M | ||
| Q4 24 | $44.1M | $44.9M | ||
| Q3 24 | $63.7M | $51.2M | ||
| Q2 24 | $30.6M | $59.5M |
总债务
AMSF
LMB
| Q1 26 | — | $56.6M | ||
| Q4 25 | — | $30.5M | ||
| Q3 25 | — | $56.3M | ||
| Q2 25 | — | $28.4M | ||
| Q1 25 | — | $23.7M | ||
| Q4 24 | — | $23.6M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $19.7M |
股东权益
AMSF
LMB
| Q1 26 | $246.6M | $196.3M | ||
| Q4 25 | $251.6M | $195.7M | ||
| Q3 25 | $274.8M | $181.6M | ||
| Q2 25 | $265.6M | $170.5M | ||
| Q1 25 | $260.8M | $161.1M | ||
| Q4 24 | $257.3M | $153.5M | ||
| Q3 24 | $314.4M | $142.2M | ||
| Q2 24 | $301.0M | $133.0M |
总资产
AMSF
LMB
| Q1 26 | — | $377.0M | ||
| Q4 25 | $1.1B | $381.1M | ||
| Q3 25 | $1.2B | $409.1M | ||
| Q2 25 | $1.2B | $343.0M | ||
| Q1 25 | $1.2B | $336.4M | ||
| Q4 24 | $1.2B | $352.1M | ||
| Q3 24 | $1.3B | $324.4M | ||
| Q2 24 | $1.2B | $303.9M |
负债/权益比
AMSF
LMB
| Q1 26 | — | 0.29× | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× |
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
AMSF
暂无分部数据
LMB
| ODR | $99.8M | 72% |
| GCR | $39.0M | 28% |