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美国铁塔（AMT）与Amentum Holdings, Inc.（AMTM）财务数据对比。点击上方公司名可切换其他公司
Amentum Holdings, Inc.的季度营收约是美国铁塔的1.2倍（$3.2B vs $2.7B），美国铁塔净利率更高（110.1% vs 1.4%，领先108.8%），美国铁塔自由现金流更多（$941.0M vs $-142.0M），过去两年Amentum Holdings, Inc.的营收复合增速更高（25.6% vs 3.7%）
美国铁塔是全球规模最大的房地产投资信托基金（REIT）之一，作为领先的独立多租户通信地产持有、运营及开发商，目前在全球范围内拥有约21.9万个通信站点，为全球通信产业提供可靠的基础设施支持。
本公司是总部位于美国达拉斯的跨国技术专业服务企业，面向全球企业、机构及政府部门客户提供工程、技术、建设服务以及科学与专项咨询服务，连续6年蝉联《工程新闻纪录》（ENR）全球顶尖设计企业500强榜首。
AMT vs AMTM — 直观对比
营收规模更大
AMTM
是对方的1.2倍
$2.7B
净利率更高
AMT
高出108.8%
1.4%
自由现金流更多
AMT
多$1.1B
$-142.0M
两年增速更快
AMTM
近两年复合增速
3.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $3.2B |
| 净利润 | $3.0B | $44.0M |
| 毛利率 | — | 10.1% |
| 营业利润率 | 0.0% | 4.3% |
| 净利率 | 110.1% | 1.4% |
| 营收同比 | — | -5.2% |
| 净利润同比 | — | 266.7% |
| 每股收益（稀释后） | — | $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AMTAMTM
| Q1 26 | $2.7B | $3.2B | ||
| Q4 25 | $2.7B | $3.9B | ||
| Q3 25 | $2.7B | — | ||
| Q2 25 | $2.6B | $3.6B | ||
| Q1 25 | $2.6B | $3.5B | ||
| Q4 24 | $2.5B | $3.4B | ||
| Q3 24 | $2.5B | $2.2B | ||
| Q2 24 | $2.5B | $2.1B |
净利润AMTAMTM
| Q1 26 | $3.0B | $44.0M | ||
| Q4 25 | $836.8M | $40.0M | ||
| Q3 25 | $912.6M | — | ||
| Q2 25 | $380.5M | $10.0M | ||
| Q1 25 | $498.6M | $4.0M | ||
| Q4 24 | $1.2B | $12.0M | ||
| Q3 24 | $-780.4M | $26.0M | ||
| Q2 24 | $908.4M | $-26.0M |
毛利率AMTAMTM
| Q1 26 | — | 10.1% | ||
| Q4 25 | — | 10.6% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 10.3% | ||
| Q1 25 | — | 10.5% | ||
| Q4 24 | — | 10.6% | ||
| Q3 24 | — | 9.0% | ||
| Q2 24 | — | 9.6% |
营业利润率AMTAMTM
| Q1 26 | 0.0% | 4.3% | ||
| Q4 25 | 42.4% | 3.4% | ||
| Q3 25 | 45.4% | — | ||
| Q2 25 | 45.6% | 2.9% | ||
| Q1 25 | 48.9% | 3.2% | ||
| Q4 24 | 42.4% | 3.9% | ||
| Q3 24 | 45.2% | 1.2% | ||
| Q2 24 | 45.4% | 4.2% |
净利率AMTAMTM
| Q1 26 | 110.1% | 1.4% | ||
| Q4 25 | 30.6% | 1.0% | ||
| Q3 25 | 33.6% | — | ||
| Q2 25 | 14.5% | 0.3% | ||
| Q1 25 | 19.5% | 0.1% | ||
| Q4 24 | 48.3% | 0.4% | ||
| Q3 24 | -30.9% | 1.2% | ||
| Q2 24 | 35.7% | -1.2% |
每股收益（稀释后）AMTAMTM
| Q1 26 | — | $0.18 | ||
| Q4 25 | $1.76 | $0.16 | ||
| Q3 25 | $1.82 | — | ||
| Q2 25 | $0.78 | $0.04 | ||
| Q1 25 | $1.04 | $0.02 | ||
| Q4 24 | $2.63 | $0.05 | ||
| Q3 24 | $-1.69 | $0.31 | ||
| Q2 24 | $1.92 | $-0.29 |
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 | $1.6B | $247.0M |
| 总债务越低越好 | — | $3.9B |
| 股东权益账面价值 | $10.2B | $4.6B |
| 总资产 | — | $11.2B |
| 负债/权益比越低杠杆越低 | — | 0.86× |
8季度趋势，按日历期对齐
现金及短期投资AMTAMTM
| Q1 26 | $1.6B | $247.0M | ||
| Q4 25 | $1.5B | $437.0M | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.1B | $738.0M | ||
| Q1 25 | $2.1B | $546.0M | ||
| Q4 24 | $2.0B | $522.0M | ||
| Q3 24 | $2.2B | $452.0M | ||
| Q2 24 | $2.2B | — |
总债务AMTAMTM
| Q1 26 | — | $3.9B | ||
| Q4 25 | $33.8B | $3.9B | ||
| Q3 25 | $34.9B | — | ||
| Q2 25 | $35.2B | $4.5B | ||
| Q1 25 | $34.0B | $4.7B | ||
| Q4 24 | $32.8B | $4.7B | ||
| Q3 24 | $33.4B | $4.7B | ||
| Q2 24 | $35.6B | — |
股东权益AMTAMTM
| Q1 26 | $10.2B | $4.6B | ||
| Q4 25 | $3.7B | $4.5B | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | $3.7B | $4.5B | ||
| Q1 25 | $3.5B | $4.4B | ||
| Q4 24 | $3.4B | $4.5B | ||
| Q3 24 | $3.6B | $4.5B | ||
| Q2 24 | $3.9B | $303.0M |
总资产AMTAMTM
| Q1 26 | — | $11.2B | ||
| Q4 25 | $63.2B | $11.5B | ||
| Q3 25 | $63.9B | — | ||
| Q2 25 | $63.8B | $11.8B | ||
| Q1 25 | $62.1B | $12.0B | ||
| Q4 24 | $61.1B | $11.9B | ||
| Q3 24 | $62.8B | $12.0B | ||
| Q2 24 | $65.8B | — |
负债/权益比AMTAMTM
| Q1 26 | — | 0.86× | ||
| Q4 25 | 9.26× | 0.88× | ||
| Q3 25 | 8.82× | — | ||
| Q2 25 | 9.48× | 1.01× | ||
| Q1 25 | 9.63× | 1.06× | ||
| Q4 24 | 9.70× | 1.05× | ||
| Q3 24 | 9.16× | 1.05× | ||
| Q2 24 | 9.24× | — |
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 | — | $-136.0M |
| 自由现金流经营现金流 - 资本支出 | $941.0M | $-142.0M |
| 自由现金流率自由现金流/营收 | 34.4% | -4.4% |
| 资本支出强度资本支出/营收 | 16.8% | 0.2% |
| 现金转化率经营现金流/净利润 | — | -3.09× |
| 过去12个月自由现金流最近4个季度 | $6.7B | $272.0M |
8季度趋势，按日历期对齐
经营现金流AMTAMTM
| Q1 26 | — | $-136.0M | ||
| Q4 25 | $5.5B | $270.0M | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.3B | $106.0M | ||
| Q1 25 | $1.3B | $57.0M | ||
| Q4 24 | $5.3B | $110.0M | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.3B | — |
自由现金流AMTAMTM
| Q1 26 | $941.0M | $-142.0M | ||
| Q4 25 | $3.8B | $261.0M | ||
| Q3 25 | $994.5M | — | ||
| Q2 25 | $976.9M | $100.0M | ||
| Q1 25 | $963.9M | $53.0M | ||
| Q4 24 | $3.7B | $102.0M | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — |
自由现金流率AMTAMTM
| Q1 26 | 34.4% | -4.4% | ||
| Q4 25 | 138.2% | 6.6% | ||
| Q3 25 | 36.6% | — | ||
| Q2 25 | 37.2% | 2.8% | ||
| Q1 25 | 37.6% | 1.5% | ||
| Q4 24 | 145.3% | 3.0% | ||
| Q3 24 | 41.4% | — | ||
| Q2 24 | 39.8% | — |
资本支出强度AMTAMTM
| Q1 26 | 16.8% | 0.2% | ||
| Q4 25 | 61.4% | 0.2% | ||
| Q3 25 | 17.1% | — | ||
| Q2 25 | 11.6% | 0.2% | ||
| Q1 25 | 12.9% | 0.1% | ||
| Q4 24 | 62.4% | 0.2% | ||
| Q3 24 | 16.8% | — | ||
| Q2 24 | 12.8% | — |
现金转化率AMTAMTM
| Q1 26 | — | -3.09× | ||
| Q4 25 | 6.53× | 6.75× | ||
| Q3 25 | 1.60× | — | ||
| Q2 25 | 3.37× | 10.60× | ||
| Q1 25 | 2.60× | 14.25× | ||
| Q4 24 | 4.30× | 9.17× | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.47× | — |
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
AMT
暂无分部数据
AMTM
| Global Engineering Solutions Segment | $1.9B | 59% |
| Other U.S.Government Agencies | $400.0M | 12% |
| Fixed Price Contract | $380.0M | 12% |
| Commercial And International | $226.0M | 7% |
| Time And Materials Contract | $171.0M | 5% |
| Sales Channel Through Intermediary | $78.0M | 2% |
| Equity Method Investee | $50.0M | 2% |
