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Amentum Holdings, Inc.（AMTM）与First American Financial Corp（FAF）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First American Financial Corp的1.6倍（$3.2B vs $2.0B），First American Financial Corp净利率更高（10.3% vs 1.4%，领先9.0%），First American Financial Corp同比增速更快（21.6% vs -5.2%），First American Financial Corp自由现金流更多（$324.5M vs $-142.0M），过去两年Amentum Holdings, Inc.的营收复合增速更高（25.6% vs 19.9%）
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。
第一美国金融公司是美国知名金融服务企业，主要面向房地产及抵押贷款行业开展业务，核心服务涵盖产权保险、房产交易与抵押业务相关的交割结算服务，在全球地产金融服务领域具备成熟的服务能力与较高的行业认可度。
AMTM vs FAF — 直观对比
营收规模更大
AMTM
是对方的1.6倍
$2.0B
营收增速更快
FAF
高出26.9%
-5.2%
净利率更高
FAF
高出9.0%
1.4%
自由现金流更多
FAF
多$466.5M
$-142.0M
两年增速更快
AMTM
近两年复合增速
19.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $2.0B |
| 净利润 | $44.0M | $211.9M |
| 毛利率 | 10.1% | — |
| 营业利润率 | 4.3% | 14.0% |
| 净利率 | 1.4% | 10.3% |
| 营收同比 | -5.2% | 21.6% |
| 净利润同比 | 266.7% | 192.7% |
| 每股收益（稀释后） | $0.18 | $2.04 |
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AMTMFAF
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.9B | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $3.6B | $1.8B | ||
| Q1 25 | $3.5B | $1.6B | ||
| Q4 24 | $3.4B | $1.7B | ||
| Q3 24 | $2.2B | $1.4B | ||
| Q2 24 | $2.1B | $1.6B |
净利润AMTMFAF
| Q1 26 | $44.0M | — | ||
| Q4 25 | $40.0M | $211.9M | ||
| Q3 25 | — | $189.6M | ||
| Q2 25 | $10.0M | $146.1M | ||
| Q1 25 | $4.0M | $74.2M | ||
| Q4 24 | $12.0M | $72.4M | ||
| Q3 24 | $26.0M | $-104.0M | ||
| Q2 24 | $-26.0M | $116.0M |
毛利率AMTMFAF
| 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AMTMFAF
| Q1 26 | 4.3% | — | ||
| Q4 25 | 3.4% | 14.0% | ||
| Q3 25 | — | 12.5% | ||
| Q2 25 | 2.9% | 10.6% | ||
| Q1 25 | 3.2% | 6.1% | ||
| Q4 24 | 3.9% | 5.9% | ||
| Q3 24 | 1.2% | -10.3% | ||
| Q2 24 | 4.2% | 9.4% |
净利率AMTMFAF
| Q1 26 | 1.4% | — | ||
| Q4 25 | 1.0% | 10.3% | ||
| Q3 25 | — | 9.6% | ||
| Q2 25 | 0.3% | 7.9% | ||
| Q1 25 | 0.1% | 4.7% | ||
| Q4 24 | 0.4% | 4.3% | ||
| Q3 24 | 1.2% | -7.4% | ||
| Q2 24 | -1.2% | 7.2% |
每股收益（稀释后）AMTMFAF
| Q1 26 | $0.18 | — | ||
| Q4 25 | $0.16 | $2.04 | ||
| Q3 25 | — | $1.84 | ||
| Q2 25 | $0.04 | $1.41 | ||
| Q1 25 | $0.02 | $0.71 | ||
| Q4 24 | $0.05 | $0.70 | ||
| Q3 24 | $0.31 | $-1.00 | ||
| Q2 24 | $-0.29 | $1.11 |
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 | $1.4B |
| 总债务越低越好 | $3.9B | — |
| 股东权益账面价值 | $4.6B | $5.5B |
| 总资产 | $11.2B | $16.2B |
| 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AMTMFAF
| Q1 26 | $247.0M | — | ||
| Q4 25 | $437.0M | $1.4B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $738.0M | $2.0B | ||
| Q1 25 | $546.0M | $2.0B | ||
| Q4 24 | $522.0M | $1.7B | ||
| Q3 24 | $452.0M | $3.0B | ||
| Q2 24 | — | $2.0B |
总债务AMTMFAF
| 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AMTMFAF
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $5.5B | ||
| Q3 25 | — | $5.3B | ||
| Q2 25 | $4.5B | $5.1B | ||
| Q1 25 | $4.4B | $5.0B | ||
| Q4 24 | $4.5B | $4.9B | ||
| Q3 24 | $4.5B | $5.1B | ||
| Q2 24 | $303.0M | $4.8B |
总资产AMTMFAF
| Q1 26 | $11.2B | — | ||
| Q4 25 | $11.5B | $16.2B | ||
| Q3 25 | — | $17.6B | ||
| Q2 25 | $11.8B | $16.3B | ||
| Q1 25 | $12.0B | $15.5B | ||
| Q4 24 | $11.9B | $14.9B | ||
| Q3 24 | $12.0B | $16.6B | ||
| Q2 24 | — | $15.2B |
负债/权益比AMTMFAF
| 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 | $369.3M |
| 自由现金流经营现金流 - 资本支出 | $-142.0M | $324.5M |
| 自由现金流率自由现金流/营收 | -4.4% | 15.8% |
| 资本支出强度资本支出/营收 | 0.2% | 2.2% |
| 现金转化率经营现金流/净利润 | -3.09× | 1.74× |
| 过去12个月自由现金流最近4个季度 | $272.0M | $762.5M |
8季度趋势，按日历期对齐
经营现金流AMTMFAF
| Q1 26 | $-136.0M | — | ||
| Q4 25 | $270.0M | $369.3M | ||
| Q3 25 | — | $272.5M | ||
| Q2 25 | $106.0M | $361.8M | ||
| Q1 25 | $57.0M | $-52.8M | ||
| Q4 24 | $110.0M | $324.6M | ||
| Q3 24 | — | $236.9M | ||
| Q2 24 | — | $266.7M |
自由现金流AMTMFAF
| Q1 26 | $-142.0M | — | ||
| Q4 25 | $261.0M | $324.5M | ||
| Q3 25 | — | $223.1M | ||
| Q2 25 | $100.0M | $309.4M | ||
| Q1 25 | $53.0M | $-94.5M | ||
| Q4 24 | $102.0M | $266.2M | ||
| Q3 24 | — | $185.4M | ||
| Q2 24 | — | $210.0M |
自由现金流率AMTMFAF
| Q1 26 | -4.4% | — | ||
| Q4 25 | 6.6% | 15.8% | ||
| Q3 25 | — | 11.3% | ||
| Q2 25 | 2.8% | 16.8% | ||
| Q1 25 | 1.5% | -6.0% | ||
| Q4 24 | 3.0% | 15.8% | ||
| Q3 24 | — | 13.2% | ||
| Q2 24 | — | 13.0% |
资本支出强度AMTMFAF
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | 2.2% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | 0.2% | 2.8% | ||
| Q1 25 | 0.1% | 2.6% | ||
| Q4 24 | 0.2% | 3.5% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | 3.5% |
现金转化率AMTMFAF
| Q1 26 | -3.09× | — | ||
| Q4 25 | 6.75× | 1.74× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | 10.60× | 2.48× | ||
| Q1 25 | 14.25× | -0.71× | ||
| Q4 24 | 9.17× | 4.48× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.30× |
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% |
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |
