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Amentum Holdings, Inc.（AMTM）与SEABOARD CORP（SEB）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SEABOARD CORP的1.3倍（$3.2B vs $2.4B），SEABOARD CORP净利率更高（10.6% vs 1.4%，领先9.2%），SEABOARD CORP同比增速更快（-2.9% vs -5.2%），SEABOARD CORP自由现金流更多（$53.0M vs $-142.0M），过去两年Amentum Holdings, Inc.的营收复合增速更高（25.6% vs 4.9%）
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。
Seaboard Corporation是一家多元化跨国农业综合及运输集团，业务覆盖多个垂直整合领域。美国本土核心业务包括生猪养殖加工与远洋运输，海外板块主营大宗商品贸易、谷物加工、食糖生产及发电，总部位于堪萨斯州梅里亚姆。
AMTM vs SEB — 直观对比
营收规模更大
AMTM
是对方的1.3倍
$2.4B
营收增速更快
SEB
高出2.3%
-5.2%
净利率更高
SEB
高出9.2%
1.4%
自由现金流更多
SEB
多$195.0M
$-142.0M
两年增速更快
AMTM
近两年复合增速
4.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $2.4B |
| 净利润 | $44.0M | $255.0M |
| 毛利率 | 10.1% | 7.9% |
| 营业利润率 | 4.3% | 2.7% |
| 净利率 | 1.4% | 10.6% |
| 营收同比 | -5.2% | -2.9% |
| 净利润同比 | 266.7% | 63.5% |
| 每股收益（稀释后） | $0.18 | $262.58 |
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AMTMSEB
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.9B | $2.4B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | $3.6B | $2.5B | ||
| Q1 25 | $3.5B | $2.3B | ||
| Q4 24 | $3.4B | $2.5B | ||
| Q3 24 | $2.2B | $2.2B | ||
| Q2 24 | $2.1B | $2.2B |
净利润AMTMSEB
| Q1 26 | $44.0M | — | ||
| Q4 25 | $40.0M | $255.0M | ||
| Q3 25 | — | $110.0M | ||
| Q2 25 | $10.0M | $104.0M | ||
| Q1 25 | $4.0M | $32.0M | ||
| Q4 24 | $12.0M | $156.0M | ||
| Q3 24 | $26.0M | $-149.0M | ||
| Q2 24 | $-26.0M | $61.0M |
毛利率AMTMSEB
| Q1 26 | 10.1% | — | ||
| Q4 25 | 10.6% | 7.9% | ||
| Q3 25 | — | 7.8% | ||
| Q2 25 | 10.3% | 6.5% | ||
| Q1 25 | 10.5% | 6.1% | ||
| Q4 24 | 10.6% | 9.0% | ||
| Q3 24 | 9.0% | 6.2% | ||
| Q2 24 | 9.6% | 5.8% |
营业利润率AMTMSEB
| Q1 26 | 4.3% | — | ||
| Q4 25 | 3.4% | 2.7% | ||
| Q3 25 | — | 3.3% | ||
| Q2 25 | 2.9% | 2.1% | ||
| Q1 25 | 3.2% | 1.6% | ||
| Q4 24 | 3.9% | 4.6% | ||
| Q3 24 | 1.2% | 1.4% | ||
| Q2 24 | 4.2% | 1.4% |
净利率AMTMSEB
| Q1 26 | 1.4% | — | ||
| Q4 25 | 1.0% | 10.6% | ||
| Q3 25 | — | 4.3% | ||
| Q2 25 | 0.3% | 4.2% | ||
| Q1 25 | 0.1% | 1.4% | ||
| Q4 24 | 0.4% | 6.3% | ||
| Q3 24 | 1.2% | -6.7% | ||
| Q2 24 | -1.2% | 2.8% |
每股收益（稀释后）AMTMSEB
| Q1 26 | $0.18 | — | ||
| Q4 25 | $0.16 | $262.58 | ||
| Q3 25 | — | $113.71 | ||
| Q2 25 | $0.04 | $105.22 | ||
| Q1 25 | $0.02 | $32.95 | ||
| Q4 24 | $0.05 | $158.58 | ||
| Q3 24 | $0.31 | $-153.44 | ||
| Q2 24 | $-0.29 | $62.82 |
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 | $1.2B |
| 总债务越低越好 | $3.9B | — |
| 股东权益账面价值 | $4.6B | $5.2B |
| 总资产 | $11.2B | $8.2B |
| 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AMTMSEB
| Q1 26 | $247.0M | — | ||
| Q4 25 | $437.0M | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $738.0M | $1.1B | ||
| Q1 25 | $546.0M | $1.1B | ||
| Q4 24 | $522.0M | $1.2B | ||
| Q3 24 | $452.0M | $1.2B | ||
| Q2 24 | — | $1.2B |
总债务AMTMSEB
| 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AMTMSEB
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $5.2B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | $4.5B | $4.8B | ||
| Q1 25 | $4.4B | $4.7B | ||
| Q4 24 | $4.5B | $4.7B | ||
| Q3 24 | $4.5B | $4.5B | ||
| Q2 24 | $303.0M | $4.7B |
总资产AMTMSEB
| Q1 26 | $11.2B | — | ||
| Q4 25 | $11.5B | $8.2B | ||
| Q3 25 | — | $8.0B | ||
| Q2 25 | $11.8B | $7.9B | ||
| Q1 25 | $12.0B | $7.6B | ||
| Q4 24 | $11.9B | $7.7B | ||
| Q3 24 | $12.0B | $7.5B | ||
| Q2 24 | — | $7.7B |
负债/权益比AMTMSEB
| 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 | $188.0M |
| 自由现金流经营现金流 - 资本支出 | $-142.0M | $53.0M |
| 自由现金流率自由现金流/营收 | -4.4% | 2.2% |
| 资本支出强度资本支出/营收 | 0.2% | 5.6% |
| 现金转化率经营现金流/净利润 | -3.09× | 0.74× |
| 过去12个月自由现金流最近4个季度 | $272.0M | $6.0M |
8季度趋势，按日历期对齐
经营现金流AMTMSEB
| Q1 26 | $-136.0M | — | ||
| Q4 25 | $270.0M | $188.0M | ||
| Q3 25 | — | $319.0M | ||
| Q2 25 | $106.0M | $81.0M | ||
| Q1 25 | $57.0M | $-20.0M | ||
| Q4 24 | $110.0M | $300.0M | ||
| Q3 24 | — | $194.0M | ||
| Q2 24 | — | $6.0M |
自由现金流AMTMSEB
| Q1 26 | $-142.0M | — | ||
| Q4 25 | $261.0M | $53.0M | ||
| Q3 25 | — | $152.0M | ||
| Q2 25 | $100.0M | $-70.0M | ||
| Q1 25 | $53.0M | $-129.0M | ||
| Q4 24 | $102.0M | $162.0M | ||
| Q3 24 | — | $58.0M | ||
| Q2 24 | — | $-127.0M |
自由现金流率AMTMSEB
| Q1 26 | -4.4% | — | ||
| Q4 25 | 6.6% | 2.2% | ||
| Q3 25 | — | 6.0% | ||
| Q2 25 | 2.8% | -2.8% | ||
| Q1 25 | 1.5% | -5.6% | ||
| Q4 24 | 3.0% | 6.5% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | -5.7% |
资本支出强度AMTMSEB
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | 5.6% | ||
| Q3 25 | — | 6.6% | ||
| Q2 25 | 0.2% | 6.1% | ||
| Q1 25 | 0.1% | 4.7% | ||
| Q4 24 | 0.2% | 5.6% | ||
| Q3 24 | — | 6.1% | ||
| Q2 24 | — | 6.0% |
现金转化率AMTMSEB
| Q1 26 | -3.09× | — | ||
| Q4 25 | 6.75× | 0.74× | ||
| Q3 25 | — | 2.90× | ||
| Q2 25 | 10.60× | 0.78× | ||
| Q1 25 | 14.25× | -0.63× | ||
| Q4 24 | 9.17× | 1.92× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.10× |
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% |
SEB
| Commodity Trading And Milling | $1.3B | 52% |
| Pork Segment | $469.0M | 19% |
| Marine | $444.0M | 18% |
| Other | $108.0M | 4% |
| Energy Service | $56.0M | 2% |
| Product And Service Other Services | $15.0M | 1% |
| Transportation | $6.0M | 0% |
