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Amentum Holdings, Inc.（AMTM）与第一太阳能（FSLR）财务数据对比。点击上方公司名可切换其他公司
Amentum Holdings, Inc.的季度营收约是第一太阳能的3.1倍（$3.2B vs $1.0B），第一太阳能净利率更高（33.2% vs 1.4%，领先31.8%），第一太阳能同比增速更快（23.6% vs -5.2%），过去两年Amentum Holdings, Inc.的营收复合增速更高（25.6% vs 1.7%）
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。
第一太阳能是美国上市光伏面板制造商，1990年成立时名为Solar Cells, Inc.，1999年被True North Partners收购后改为现名。公司采用碲化镉（CdTe）半导体技术生产刚性薄膜光伏面板，旗下所有生产基地均提供退役面板回收服务。
AMTM vs FSLR — 直观对比
营收规模更大
AMTM
是对方的3.1倍
$1.0B
营收增速更快
FSLR
高出28.9%
-5.2%
净利率更高
FSLR
高出31.8%
1.4%
两年增速更快
AMTM
近两年复合增速
1.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $1.0B |
| 净利润 | $44.0M | $346.6M |
| 毛利率 | 10.1% | 46.6% |
| 营业利润率 | 4.3% | 33.1% |
| 净利率 | 1.4% | 33.2% |
| 营收同比 | -5.2% | 23.6% |
| 净利润同比 | 266.7% | 65.4% |
| 每股收益（稀释后） | $0.18 | $3.22 |
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AMTMFSLR
| Q1 26 | $3.2B | $1.0B | ||
| Q4 25 | $3.9B | $1.7B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | $3.6B | $1.1B | ||
| Q1 25 | $3.5B | $844.6M | ||
| Q4 24 | $3.4B | $1.5B | ||
| Q3 24 | $2.2B | $887.7M | ||
| Q2 24 | $2.1B | $1.0B |
净利润AMTMFSLR
| Q1 26 | $44.0M | $346.6M | ||
| Q4 25 | $40.0M | $520.9M | ||
| Q3 25 | — | $455.9M | ||
| Q2 25 | $10.0M | $341.9M | ||
| Q1 25 | $4.0M | $209.5M | ||
| Q4 24 | $12.0M | $393.1M | ||
| Q3 24 | $26.0M | $313.0M | ||
| Q2 24 | $-26.0M | $349.4M |
毛利率AMTMFSLR
| Q1 26 | 10.1% | 46.6% | ||
| Q4 25 | 10.6% | 39.5% | ||
| Q3 25 | — | 38.3% | ||
| Q2 25 | 10.3% | 45.6% | ||
| Q1 25 | 10.5% | 40.8% | ||
| Q4 24 | 10.6% | 37.5% | ||
| Q3 24 | 9.0% | 50.2% | ||
| Q2 24 | 9.6% | 49.4% |
营业利润率AMTMFSLR
| Q1 26 | 4.3% | 33.1% | ||
| Q4 25 | 3.4% | 32.6% | ||
| Q3 25 | — | 29.2% | ||
| Q2 25 | 2.9% | 33.0% | ||
| Q1 25 | 3.2% | 26.2% | ||
| Q4 24 | 3.9% | 30.2% | ||
| Q3 24 | 1.2% | 36.3% | ||
| Q2 24 | 4.2% | 36.9% |
净利率AMTMFSLR
| Q1 26 | 1.4% | 33.2% | ||
| Q4 25 | 1.0% | 31.0% | ||
| Q3 25 | — | 28.6% | ||
| Q2 25 | 0.3% | 31.2% | ||
| Q1 25 | 0.1% | 24.8% | ||
| Q4 24 | 0.4% | 26.0% | ||
| Q3 24 | 1.2% | 35.3% | ||
| Q2 24 | -1.2% | 34.6% |
每股收益（稀释后）AMTMFSLR
| Q1 26 | $0.18 | $3.22 | ||
| Q4 25 | $0.16 | $4.84 | ||
| Q3 25 | — | $4.24 | ||
| Q2 25 | $0.04 | $3.18 | ||
| Q1 25 | $0.02 | $1.95 | ||
| Q4 24 | $0.05 | $3.66 | ||
| Q3 24 | $0.31 | $2.91 | ||
| Q2 24 | $-0.29 | $3.25 |
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 | $2.4B |
| 总债务越低越好 | $3.9B | $425.8M |
| 股东权益账面价值 | $4.6B | $9.9B |
| 总资产 | $11.2B | $13.4B |
| 负债/权益比越低杠杆越低 | 0.86× | 0.04× |
8季度趋势，按日历期对齐
现金及短期投资AMTMFSLR
| Q1 26 | $247.0M | $2.4B | ||
| Q4 25 | $437.0M | $2.8B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $738.0M | $1.1B | ||
| Q1 25 | $546.0M | $837.6M | ||
| Q4 24 | $522.0M | $1.6B | ||
| Q3 24 | $452.0M | $1.0B | ||
| Q2 24 | — | $1.7B |
总债务AMTMFSLR
| Q1 26 | $3.9B | $425.8M | ||
| 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AMTMFSLR
| Q1 26 | $4.6B | $9.9B | ||
| Q4 25 | $4.5B | $9.5B | ||
| Q3 25 | — | $9.0B | ||
| Q2 25 | $4.5B | $8.5B | ||
| Q1 25 | $4.4B | $8.2B | ||
| Q4 24 | $4.5B | $8.0B | ||
| Q3 24 | $4.5B | $7.6B | ||
| Q2 24 | $303.0M | $7.3B |
总资产AMTMFSLR
| Q1 26 | $11.2B | $13.4B | ||
| Q4 25 | $11.5B | $13.3B | ||
| Q3 25 | — | $13.5B | ||
| Q2 25 | $11.8B | $12.9B | ||
| Q1 25 | $12.0B | $12.1B | ||
| Q4 24 | $11.9B | $12.1B | ||
| Q3 24 | $12.0B | $11.4B | ||
| Q2 24 | — | $11.0B |
负债/权益比AMTMFSLR
| Q1 26 | 0.86× | 0.04× | ||
| 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 | $-214.9M |
| 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× | -0.62× |
| 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AMTMFSLR
| Q1 26 | $-136.0M | $-214.9M | ||
| Q4 25 | $270.0M | $1.2B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $106.0M | $149.6M | ||
| Q1 25 | $57.0M | $-608.0M | ||
| Q4 24 | $110.0M | $811.0M | ||
| Q3 24 | — | $-53.7M | ||
| Q2 24 | — | $193.0M |
自由现金流AMTMFSLR
| Q1 26 | $-142.0M | — | ||
| Q4 25 | $261.0M | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $100.0M | $-138.6M | ||
| Q1 25 | $53.0M | $-813.9M | ||
| Q4 24 | $102.0M | $497.5M | ||
| Q3 24 | — | $-487.7M | ||
| Q2 24 | — | $-172.1M |
自由现金流率AMTMFSLR
| Q1 26 | -4.4% | — | ||
| Q4 25 | 6.6% | 63.6% | ||
| Q3 25 | — | 67.1% | ||
| Q2 25 | 2.8% | -12.6% | ||
| Q1 25 | 1.5% | -96.4% | ||
| Q4 24 | 3.0% | 32.9% | ||
| Q3 24 | — | -54.9% | ||
| Q2 24 | — | -17.0% |
资本支出强度AMTMFSLR
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | 10.2% | ||
| Q3 25 | — | 12.8% | ||
| Q2 25 | 0.2% | 26.3% | ||
| Q1 25 | 0.1% | 24.4% | ||
| Q4 24 | 0.2% | 20.7% | ||
| Q3 24 | — | 48.9% | ||
| Q2 24 | — | 36.1% |
现金转化率AMTMFSLR
| Q1 26 | -3.09× | -0.62× | ||
| Q4 25 | 6.75× | 2.38× | ||
| Q3 25 | — | 2.79× | ||
| Q2 25 | 10.60× | 0.44× | ||
| Q1 25 | 14.25× | -2.90× | ||
| Q4 24 | 9.17× | 2.06× | ||
| Q3 24 | — | -0.17× | ||
| Q2 24 | — | 0.55× |
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% |
FSLR
暂无分部数据
