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Amentum Holdings, Inc.（AMTM）与碧迪（BDX）财务数据对比。点击上方公司名可切换其他公司
碧迪的季度营收约是Amentum Holdings, Inc.的1.6倍（$5.3B vs $3.2B），碧迪净利率更高（7.3% vs 1.4%，领先5.9%），碧迪同比增速更快（-0.4% vs -5.2%），碧迪自由现金流更多（$549.0M vs $-142.0M），过去两年Amentum Holdings, Inc.的营收复合增速更高（25.6% vs 2.0%）
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。
碧迪（Becton Dickinson）是美国跨国医疗科技企业，核心业务包括研发、生产及销售医用器械、仪器系统与试剂产品，同时在特定领域提供专业咨询及数据分析服务，业务覆盖全球多国，在全球医疗技术领域具备领先地位。
AMTM vs BDX — 直观对比
营收规模更大
BDX
是对方的1.6倍
$3.2B
营收增速更快
BDX
高出4.9%
-5.2%
净利率更高
BDX
高出5.9%
1.4%
自由现金流更多
BDX
多$691.0M
$-142.0M
两年增速更快
AMTM
近两年复合增速
2.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $5.3B |
| 净利润 | $44.0M | $382.0M |
| 毛利率 | 10.1% | 45.9% |
| 营业利润率 | 4.3% | 10.5% |
| 净利率 | 1.4% | 7.3% |
| 营收同比 | -5.2% | -0.4% |
| 净利润同比 | 266.7% | 24.0% |
| 每股收益（稀释后） | $0.18 | $1.34 |
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AMTMBDX
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.9B | $5.3B | ||
| Q3 25 | — | $5.9B | ||
| Q2 25 | $3.6B | $5.5B | ||
| Q1 25 | $3.5B | $5.3B | ||
| Q4 24 | $3.4B | $5.2B | ||
| Q3 24 | $2.2B | $5.4B | ||
| Q2 24 | $2.1B | $5.0B |
净利润AMTMBDX
| Q1 26 | $44.0M | — | ||
| Q4 25 | $40.0M | $382.0M | ||
| Q3 25 | — | $493.0M | ||
| Q2 25 | $10.0M | $574.0M | ||
| Q1 25 | $4.0M | $308.0M | ||
| Q4 24 | $12.0M | $303.0M | ||
| Q3 24 | $26.0M | $400.0M | ||
| Q2 24 | $-26.0M | $487.0M |
毛利率AMTMBDX
| Q1 26 | 10.1% | — | ||
| Q4 25 | 10.6% | 45.9% | ||
| Q3 25 | — | 47.5% | ||
| Q2 25 | 10.3% | 47.8% | ||
| Q1 25 | 10.5% | 42.8% | ||
| Q4 24 | 10.6% | 43.2% | ||
| Q3 24 | 9.0% | 45.7% | ||
| Q2 24 | 9.6% | 46.2% |
营业利润率AMTMBDX
| Q1 26 | 4.3% | — | ||
| Q4 25 | 3.4% | 10.5% | ||
| Q3 25 | — | 11.8% | ||
| Q2 25 | 2.9% | 16.0% | ||
| Q1 25 | 3.2% | 10.4% | ||
| Q4 24 | 3.9% | 8.8% | ||
| Q3 24 | 1.2% | 11.4% | ||
| Q2 24 | 4.2% | 12.1% |
净利率AMTMBDX
| Q1 26 | 1.4% | — | ||
| Q4 25 | 1.0% | 7.3% | ||
| Q3 25 | — | 8.4% | ||
| Q2 25 | 0.3% | 10.4% | ||
| Q1 25 | 0.1% | 5.8% | ||
| Q4 24 | 0.4% | 5.9% | ||
| Q3 24 | 1.2% | 7.4% | ||
| Q2 24 | -1.2% | 9.8% |
每股收益（稀释后）AMTMBDX
| Q1 26 | $0.18 | — | ||
| Q4 25 | $0.16 | $1.34 | ||
| Q3 25 | — | $1.71 | ||
| Q2 25 | $0.04 | $2.00 | ||
| Q1 25 | $0.02 | $1.07 | ||
| Q4 24 | $0.05 | $1.04 | ||
| Q3 24 | $0.31 | $1.37 | ||
| Q2 24 | $-0.29 | $1.68 |
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 | $247.0M | $740.0M |
| 总债务越低越好 | $3.9B | — |
| 股东权益账面价值 | $4.6B | $25.3B |
| 总资产 | $11.2B | $54.8B |
| 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AMTMBDX
| Q1 26 | $247.0M | — | ||
| Q4 25 | $437.0M | $740.0M | ||
| Q3 25 | — | $641.0M | ||
| Q2 25 | $738.0M | $735.0M | ||
| Q1 25 | $546.0M | $667.0M | ||
| Q4 24 | $522.0M | $711.0M | ||
| Q3 24 | $452.0M | $1.7B | ||
| Q2 24 | — | $4.5B |
总债务AMTMBDX
| Q1 26 | $3.9B | — | ||
| Q4 25 | $3.9B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $4.5B | — | ||
| Q1 25 | $4.7B | — | ||
| Q4 24 | $4.7B | — | ||
| Q3 24 | $4.7B | — | ||
| Q2 24 | — | — |
股东权益AMTMBDX
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $25.3B | ||
| Q3 25 | — | $25.4B | ||
| Q2 25 | $4.5B | $25.5B | ||
| Q1 25 | $4.4B | $25.2B | ||
| Q4 24 | $4.5B | $25.2B | ||
| Q3 24 | $4.5B | $25.9B | ||
| Q2 24 | $303.0M | $25.9B |
总资产AMTMBDX
| Q1 26 | $11.2B | — | ||
| Q4 25 | $11.5B | $54.8B | ||
| Q3 25 | — | $55.3B | ||
| Q2 25 | $11.8B | $54.9B | ||
| Q1 25 | $12.0B | $54.5B | ||
| Q4 24 | $11.9B | $54.7B | ||
| Q3 24 | $12.0B | $57.3B | ||
| Q2 24 | — | $55.6B |
负债/权益比AMTMBDX
| Q1 26 | 0.86× | — | ||
| Q4 25 | 0.88× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.01× | — | ||
| Q1 25 | 1.06× | — | ||
| Q4 24 | 1.05× | — | ||
| Q3 24 | 1.05× | — | ||
| Q2 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 | $657.0M |
| 自由现金流经营现金流 - 资本支出 | $-142.0M | $549.0M |
| 自由现金流率自由现金流/营收 | -4.4% | 10.5% |
| 资本支出强度资本支出/营收 | 0.2% | 2.1% |
| 现金转化率经营现金流/净利润 | -3.09× | 1.72× |
| 过去12个月自由现金流最近4个季度 | $272.0M | $2.6B |
8季度趋势，按日历期对齐
经营现金流AMTMBDX
| Q1 26 | $-136.0M | — | ||
| Q4 25 | $270.0M | $657.0M | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $106.0M | $1.2B | ||
| Q1 25 | $57.0M | $164.0M | ||
| Q4 24 | $110.0M | $693.0M | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.3B |
自由现金流AMTMBDX
| Q1 26 | $-142.0M | — | ||
| Q4 25 | $261.0M | $549.0M | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | $100.0M | $1.0B | ||
| Q1 25 | $53.0M | $35.0M | ||
| Q4 24 | $102.0M | $588.0M | ||
| Q3 24 | — | $882.0M | ||
| Q2 24 | — | $1.1B |
自由现金流率AMTMBDX
| Q1 26 | -4.4% | — | ||
| Q4 25 | 6.6% | 10.5% | ||
| Q3 25 | — | 17.0% | ||
| Q2 25 | 2.8% | 19.0% | ||
| Q1 25 | 1.5% | 0.7% | ||
| Q4 24 | 3.0% | 11.4% | ||
| Q3 24 | — | 16.2% | ||
| Q2 24 | — | 22.4% |
资本支出强度AMTMBDX
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | 2.1% | ||
| Q3 25 | — | 6.0% | ||
| Q2 25 | 0.2% | 3.2% | ||
| Q1 25 | 0.1% | 2.4% | ||
| Q4 24 | 0.2% | 2.0% | ||
| Q3 24 | — | 5.4% | ||
| Q2 24 | — | 3.6% |
现金转化率AMTMBDX
| Q1 26 | -3.09× | — | ||
| Q4 25 | 6.75× | 1.72× | ||
| Q3 25 | — | 2.75× | ||
| Q2 25 | 10.60× | 2.12× | ||
| Q1 25 | 14.25× | 0.53× | ||
| Q4 24 | 9.17× | 2.29× | ||
| Q3 24 | — | 2.94× | ||
| Q2 24 | — | 2.66× |
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
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% |
BDX
| Other | $2.8B | 53% |
| Medication Management Solutions | $678.0M | 13% |
| Urologyand Critical Care | $339.0M | 6% |
| Surgery | $310.0M | 6% |
| Peripheral Intervention | $265.0M | 5% |
| Specimen Management | $245.0M | 5% |
| Advanced Patient Monitoring | $178.0M | 3% |
| Diagnostic Solutions | $176.0M | 3% |
| Bio Pharma Systems | $150.0M | 3% |
| Biosciences | $124.0M | 2% |
