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Amentum Holdings, Inc.（AMTM）与ServiceNow（NOW）财务数据对比。点击上方公司名可切换其他公司
ServiceNow的季度营收约是Amentum Holdings, Inc.的1.2倍（$3.8B vs $3.2B），ServiceNow净利率更高（12.4% vs 1.4%，领先11.1%），ServiceNow同比增速更快（2.8% vs -5.2%），ServiceNow自由现金流更多（$1.7B vs $-142.0M），过去两年Amentum Holdings, Inc.的营收复合增速更高（25.6% vs 19.8%）
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。
ServiceNow是2003年由弗雷德·卢迪在美国加利福尼亚州圣克拉拉创立的软件企业，主打云计算平台产品，可支持企业搭建及管理自动化业务工作流。公司于纽交所上市，现为标普100及标普500指数成分股。
AMTM vs NOW — 直观对比
营收规模更大
NOW
是对方的1.2倍
$3.2B
营收增速更快
NOW
高出8.0%
-5.2%
净利率更高
NOW
高出11.1%
1.4%
自由现金流更多
NOW
多$1.8B
$-142.0M
两年增速更快
AMTM
近两年复合增速
19.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $3.8B |
| 净利润 | $44.0M | $469.0M |
| 毛利率 | 10.1% | 75.1% |
| 营业利润率 | 4.3% | 13.3% |
| 净利率 | 1.4% | 12.4% |
| 营收同比 | -5.2% | 2.8% |
| 净利润同比 | 266.7% | -53.7% |
| 每股收益（稀释后） | $0.18 | $1.04 |
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AMTMNOW
| Q1 26 | $3.2B | $3.8B | ||
| Q4 25 | $3.9B | $3.6B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | $3.6B | $3.2B | ||
| Q1 25 | $3.5B | $3.1B | ||
| Q4 24 | $3.4B | $3.0B | ||
| Q3 24 | $2.2B | $2.8B | ||
| Q2 24 | $2.1B | $2.6B |
净利润AMTMNOW
| Q1 26 | $44.0M | $469.0M | ||
| Q4 25 | $40.0M | $401.0M | ||
| Q3 25 | — | $502.0M | ||
| Q2 25 | $10.0M | $385.0M | ||
| Q1 25 | $4.0M | $460.0M | ||
| Q4 24 | $12.0M | $384.0M | ||
| Q3 24 | $26.0M | $432.0M | ||
| Q2 24 | $-26.0M | $262.0M |
毛利率AMTMNOW
| Q1 26 | 10.1% | 75.1% | ||
| Q4 25 | 10.6% | 76.6% | ||
| Q3 25 | — | 77.3% | ||
| Q2 25 | 10.3% | 77.5% | ||
| Q1 25 | 10.5% | 78.9% | ||
| Q4 24 | 10.6% | 78.7% | ||
| Q3 24 | 9.0% | 79.1% | ||
| Q2 24 | 9.6% | 79.0% |
营业利润率AMTMNOW
| Q1 26 | 4.3% | 13.3% | ||
| Q4 25 | 3.4% | 12.4% | ||
| Q3 25 | — | 16.8% | ||
| Q2 25 | 2.9% | 11.1% | ||
| Q1 25 | 3.2% | 14.6% | ||
| Q4 24 | 3.9% | 12.6% | ||
| Q3 24 | 1.2% | 14.9% | ||
| Q2 24 | 4.2% | 9.1% |
净利率AMTMNOW
| Q1 26 | 1.4% | 12.4% | ||
| Q4 25 | 1.0% | 11.2% | ||
| Q3 25 | — | 14.7% | ||
| Q2 25 | 0.3% | 12.0% | ||
| Q1 25 | 0.1% | 14.9% | ||
| Q4 24 | 0.4% | 13.0% | ||
| Q3 24 | 1.2% | 15.4% | ||
| Q2 24 | -1.2% | 10.0% |
每股收益（稀释后）AMTMNOW
| Q1 26 | $0.18 | $1.04 | ||
| Q4 25 | $0.16 | $-4.77 | ||
| Q3 25 | — | $2.40 | ||
| Q2 25 | $0.04 | $1.84 | ||
| Q1 25 | $0.02 | $2.20 | ||
| Q4 24 | $0.05 | $1.84 | ||
| Q3 24 | $0.31 | $2.07 | ||
| Q2 24 | $-0.29 | $1.26 |
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 | $2.7B |
| 总债务越低越好 | $3.9B | — |
| 股东权益账面价值 | $4.6B | $11.7B |
| 总资产 | $11.2B | $24.4B |
| 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AMTMNOW
| Q1 26 | $247.0M | $2.7B | ||
| Q4 25 | $437.0M | $3.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | $738.0M | $3.1B | ||
| Q1 25 | $546.0M | $3.4B | ||
| Q4 24 | $522.0M | $2.3B | ||
| Q3 24 | $452.0M | $1.9B | ||
| Q2 24 | — | $2.2B |
总债务AMTMNOW
| 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AMTMNOW
| Q1 26 | $4.6B | $11.7B | ||
| Q4 25 | $4.5B | $13.0B | ||
| Q3 25 | — | $11.3B | ||
| Q2 25 | $4.5B | $10.9B | ||
| Q1 25 | $4.4B | $10.1B | ||
| Q4 24 | $4.5B | $9.6B | ||
| Q3 24 | $4.5B | $9.3B | ||
| Q2 24 | $303.0M | $8.7B |
总资产AMTMNOW
| Q1 26 | $11.2B | $24.4B | ||
| Q4 25 | $11.5B | $26.0B | ||
| Q3 25 | — | $21.8B | ||
| Q2 25 | $11.8B | $22.1B | ||
| Q1 25 | $12.0B | $21.0B | ||
| Q4 24 | $11.9B | $20.4B | ||
| Q3 24 | $12.0B | $18.4B | ||
| Q2 24 | — | $18.2B |
负债/权益比AMTMNOW
| 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 | $1.7B |
| 自由现金流经营现金流 - 资本支出 | $-142.0M | $1.7B |
| 自由现金流率自由现金流/营收 | -4.4% | 44.2% |
| 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× | 3.56× |
| 过去12个月自由现金流最近4个季度 | $272.0M | $4.8B |
8季度趋势，按日历期对齐
经营现金流AMTMNOW
| Q1 26 | $-136.0M | $1.7B | ||
| Q4 25 | $270.0M | $2.2B | ||
| Q3 25 | — | $813.0M | ||
| Q2 25 | $106.0M | $716.0M | ||
| Q1 25 | $57.0M | $1.7B | ||
| Q4 24 | $110.0M | $1.6B | ||
| Q3 24 | — | $671.0M | ||
| Q2 24 | — | $620.0M |
自由现金流AMTMNOW
| Q1 26 | $-142.0M | $1.7B | ||
| Q4 25 | $261.0M | $2.0B | ||
| Q3 25 | — | $578.0M | ||
| Q2 25 | $100.0M | $526.0M | ||
| Q1 25 | $53.0M | $1.5B | ||
| Q4 24 | $102.0M | $1.4B | ||
| Q3 24 | — | $469.0M | ||
| Q2 24 | — | $358.0M |
自由现金流率AMTMNOW
| Q1 26 | -4.4% | 44.2% | ||
| Q4 25 | 6.6% | 56.1% | ||
| Q3 25 | — | 17.0% | ||
| Q2 25 | 2.8% | 16.4% | ||
| Q1 25 | 1.5% | 47.7% | ||
| Q4 24 | 3.0% | 46.7% | ||
| Q3 24 | — | 16.8% | ||
| Q2 24 | — | 13.6% |
资本支出强度AMTMNOW
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | 6.7% | ||
| Q3 25 | — | 6.9% | ||
| Q2 25 | 0.2% | 5.9% | ||
| Q1 25 | 0.1% | 6.6% | ||
| Q4 24 | 0.2% | 8.6% | ||
| Q3 24 | — | 7.2% | ||
| Q2 24 | — | 10.0% |
现金转化率AMTMNOW
| Q1 26 | -3.09× | 3.56× | ||
| Q4 25 | 6.75× | 5.58× | ||
| Q3 25 | — | 1.62× | ||
| Q2 25 | 10.60× | 1.86× | ||
| Q1 25 | 14.25× | 3.65× | ||
| Q4 24 | 9.17× | 4.26× | ||
| Q3 24 | — | 1.55× | ||
| Q2 24 | — | 2.37× |
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% |
NOW
| Subscription revenues | $3.7B | 97% |
| Other | $99.0M | 3% |
