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Amentum Holdings, Inc.(AMTM)与Brighthouse Financial, Inc.(BHF)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Brighthouse Financial, Inc.的1.9倍($3.2B vs $1.7B),Brighthouse Financial, Inc.净利率更高(8.1% vs 1.4%,领先6.8%),Brighthouse Financial, Inc.同比增速更快(40.2% vs -5.2%),过去两年Amentum Holdings, Inc.的营收复合增速更高(25.6% vs 9.8%)
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。
Brighthouse Financial是总部位于美国北卡罗来纳州夏洛特的保险公司,核心业务为销售年金和人寿保险产品。截至2018年3月,该公司是美国规模领先的年金和人寿保险提供商之一,总资产达2190亿美元,有效保单及年金合约数量约260万份。
AMTM vs BHF — 直观对比
营收规模更大
AMTM
是对方的1.9倍
$1.7B
营收增速更快
BHF
高出45.4%
-5.2%
净利率更高
BHF
高出6.8%
1.4%
两年增速更快
AMTM
近两年复合增速
9.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $3.2B | $1.7B |
| 净利润 | $44.0M | $137.0M |
| 毛利率 | 10.1% | — |
| 营业利润率 | 4.3% | 8.9% |
| 净利率 | 1.4% | 8.1% |
| 营收同比 | -5.2% | 40.2% |
| 净利润同比 | 266.7% | -79.6% |
| 每股收益(稀释后) | $0.18 | $1.84 |
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
AMTM
BHF
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.9B | $1.7B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | $3.6B | $871.0M | ||
| Q1 25 | $3.5B | $2.4B | ||
| Q4 24 | $3.4B | $1.2B | ||
| Q3 24 | $2.2B | $2.0B | ||
| Q2 24 | $2.1B | $1.4B |
净利润
AMTM
BHF
| Q1 26 | $44.0M | — | ||
| Q4 25 | $40.0M | $137.0M | ||
| Q3 25 | — | $479.0M | ||
| Q2 25 | $10.0M | $85.0M | ||
| Q1 25 | $4.0M | $-268.0M | ||
| Q4 24 | $12.0M | $671.0M | ||
| Q3 24 | $26.0M | $176.0M | ||
| Q2 24 | $-26.0M | $34.0M |
毛利率
AMTM
BHF
| 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
AMTM
BHF
| Q1 26 | 4.3% | — | ||
| Q4 25 | 3.4% | 8.9% | ||
| Q3 25 | — | 32.2% | ||
| Q2 25 | 2.9% | 10.7% | ||
| Q1 25 | 3.2% | -14.8% | ||
| Q4 24 | 3.9% | 69.2% | ||
| Q3 24 | 1.2% | 9.3% | ||
| Q2 24 | 4.2% | 1.0% |
净利率
AMTM
BHF
| Q1 26 | 1.4% | — | ||
| Q4 25 | 1.0% | 8.1% | ||
| Q3 25 | — | 26.4% | ||
| Q2 25 | 0.3% | 9.8% | ||
| Q1 25 | 0.1% | -11.2% | ||
| Q4 24 | 0.4% | 55.7% | ||
| Q3 24 | 1.2% | 8.7% | ||
| Q2 24 | -1.2% | 2.4% |
每股收益(稀释后)
AMTM
BHF
| Q1 26 | $0.18 | — | ||
| Q4 25 | $0.16 | $1.84 | ||
| Q3 25 | — | $7.89 | ||
| Q2 25 | $0.04 | $1.02 | ||
| Q1 25 | $0.02 | $-5.04 | ||
| Q4 24 | $0.05 | $10.27 | ||
| Q3 24 | $0.31 | $2.47 | ||
| Q2 24 | $-0.29 | $0.12 |
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 | — |
| 总债务越低越好 | $3.9B | $3.2B |
| 股东权益账面价值 | $4.6B | $6.8B |
| 总资产 | $11.2B | $241.8B |
| 负债/权益比越低杠杆越低 | 0.86× | 0.47× |
8季度趋势,按日历期对齐
现金及短期投资
AMTM
BHF
| Q1 26 | $247.0M | — | ||
| Q4 25 | $437.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $738.0M | — | ||
| Q1 25 | $546.0M | — | ||
| Q4 24 | $522.0M | $1.9B | ||
| Q3 24 | $452.0M | $1.8B | ||
| Q2 24 | — | $1.4B |
总债务
AMTM
BHF
| Q1 26 | $3.9B | — | ||
| Q4 25 | $3.9B | $3.2B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | $4.5B | $3.2B | ||
| Q1 25 | $4.7B | $3.2B | ||
| Q4 24 | $4.7B | $3.2B | ||
| Q3 24 | $4.7B | $3.2B | ||
| Q2 24 | — | $3.2B |
股东权益
AMTM
BHF
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $6.8B | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | $4.5B | $5.7B | ||
| Q1 25 | $4.4B | $5.2B | ||
| Q4 24 | $4.5B | $5.0B | ||
| Q3 24 | $4.5B | $5.5B | ||
| Q2 24 | $303.0M | $4.1B |
总资产
AMTM
BHF
| Q1 26 | $11.2B | — | ||
| Q4 25 | $11.5B | $241.8B | ||
| Q3 25 | — | $244.7B | ||
| Q2 25 | $11.8B | $242.6B | ||
| Q1 25 | $12.0B | $234.7B | ||
| Q4 24 | $11.9B | $238.5B | ||
| Q3 24 | $12.0B | $245.2B | ||
| Q2 24 | — | $237.4B |
负债/权益比
AMTM
BHF
| Q1 26 | 0.86× | — | ||
| Q4 25 | 0.88× | 0.47× | ||
| Q3 25 | — | 0.50× | ||
| Q2 25 | 1.01× | 0.56× | ||
| Q1 25 | 1.06× | 0.60× | ||
| Q4 24 | 1.05× | 0.64× | ||
| Q3 24 | 1.05× | 0.57× | ||
| Q2 24 | — | 0.76× |
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 | $-3.0M |
| 自由现金流经营现金流 - 资本支出 | $-142.0M | — |
| 自由现金流率自由现金流/营收 | -4.4% | — |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 现金转化率经营现金流/净利润 | -3.09× | -0.02× |
| 过去12个月自由现金流最近4个季度 | $272.0M | — |
8季度趋势,按日历期对齐
经营现金流
AMTM
BHF
| Q1 26 | $-136.0M | — | ||
| Q4 25 | $270.0M | $-3.0M | ||
| Q3 25 | — | $117.0M | ||
| Q2 25 | $106.0M | $-1.0M | ||
| Q1 25 | $57.0M | $146.0M | ||
| Q4 24 | $110.0M | $-118.0M | ||
| Q3 24 | — | $24.0M | ||
| Q2 24 | — | $334.0M |
自由现金流
AMTM
BHF
| Q1 26 | $-142.0M | — | ||
| Q4 25 | $261.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $100.0M | — | ||
| Q1 25 | $53.0M | — | ||
| Q4 24 | $102.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率
AMTM
BHF
| Q1 26 | -4.4% | — | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度
AMTM
BHF
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率
AMTM
BHF
| Q1 26 | -3.09× | — | ||
| Q4 25 | 6.75× | -0.02× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | 10.60× | -0.01× | ||
| Q1 25 | 14.25× | — | ||
| Q4 24 | 9.17× | -0.18× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 9.82× |
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% |
BHF
| Annuities | $926.0M | 55% |
| Runoff | $319.0M | 19% |
| Life | $298.0M | 18% |
| Other | $78.0M | 5% |
| Distribution Service | $66.0M | 4% |
| Accident And Health Insurance Segment | $2.0M | 0% |