vs
亚马逊（AMZN）与柯达（KODK）财务数据对比。点击上方公司名可切换其他公司
亚马逊的季度营收约是柯达的735.8倍（$213.4B vs $290.0M）。亚马逊净利率更高（9.9% vs -37.2%，领先47.2%）。亚马逊同比增速更快（13.6% vs 9.0%）。亚马逊自由现金流更多（$14.9B vs $483.0M）。过去两年亚马逊的营收复合增速更高（22.0% vs 7.9%）
亚马逊是全球知名的综合电商与科技企业，业务覆盖北美及全球多个地区，设有北美零售、国际零售、亚马逊云科技（AWS）三大业务板块。除运营线上线下零售渠道、提供消费商品售卖与订阅服务外，也为第三方卖家提供销售平台，还自主研发销售Kindle、Fire平板等电子设备。
伊士曼柯达公司，常简称为柯达，是一家源自美国的知名影像企业，总部位于纽约州罗切斯特，注册于新泽西州。柯达在摄影胶片领域拥有悠久的历史，曾率先将摄影胶片产品推向大众市场，如今仍围绕传统胶片影像业务开发各类相关产品。
AMZN vs KODK — 直观对比
营收规模更大
AMZN
是对方的735.8倍
$290.0M
营收增速更快
AMZN
高出4.6%
9.0%
净利率更高
AMZN
高出47.2%
-37.2%
自由现金流更多
AMZN
多$14.5B
$483.0M
两年增速更快
AMZN
近两年复合增速
7.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $290.0M |
| 净利润 | $21.2B | $-108.0M |
| 毛利率 | 48.5% | 23.1% |
| 营业利润率 | 11.7% | -0.3% |
| 净利率 | 9.9% | -37.2% |
| 营收同比 | 13.6% | 9.0% |
| 净利润同比 | 5.9% | -515.4% |
| 每股收益（稀释后） | $1.95 | $-1.22 |
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AMZNKODK
| Q4 25 | $213.4B | $290.0M | ||
| Q3 25 | $180.2B | $269.0M | ||
| Q2 25 | $167.7B | $263.0M | ||
| Q1 25 | $155.7B | $247.0M | ||
| Q4 24 | $187.8B | $266.0M | ||
| Q3 24 | $158.9B | $261.0M | ||
| Q2 24 | $148.0B | $267.0M | ||
| Q1 24 | $143.3B | $249.0M |
净利润AMZNKODK
| Q4 25 | $21.2B | $-108.0M | ||
| Q3 25 | $21.2B | $13.0M | ||
| Q2 25 | $18.2B | $-26.0M | ||
| Q1 25 | $17.1B | $-7.0M | ||
| Q4 24 | $20.0B | $26.0M | ||
| Q3 24 | $15.3B | $18.0M | ||
| Q2 24 | $13.5B | $26.0M | ||
| Q1 24 | $10.4B | $32.0M |
毛利率AMZNKODK
| Q4 25 | 48.5% | 23.1% | ||
| Q3 25 | 50.8% | 25.3% | ||
| Q2 25 | 51.8% | 19.4% | ||
| Q1 25 | 50.6% | 18.6% | ||
| Q4 24 | 47.3% | 19.2% | ||
| Q3 24 | 49.0% | 17.2% | ||
| Q2 24 | 50.1% | 21.7% | ||
| Q1 24 | 49.3% | 19.7% |
营业利润率AMZNKODK
| Q4 25 | 11.7% | -0.3% | ||
| Q3 25 | 9.7% | 7.1% | ||
| Q2 25 | 11.4% | -1.9% | ||
| Q1 25 | 11.8% | -5.3% | ||
| Q4 24 | 11.3% | -3.0% | ||
| Q3 24 | 11.0% | -3.1% | ||
| Q2 24 | 9.9% | 0.7% | ||
| Q1 24 | 10.7% | 2.8% |
净利率AMZNKODK
| Q4 25 | 9.9% | -37.2% | ||
| Q3 25 | 11.8% | 4.8% | ||
| Q2 25 | 10.8% | -9.9% | ||
| Q1 25 | 11.0% | -2.8% | ||
| Q4 24 | 10.7% | 9.8% | ||
| Q3 24 | 9.6% | 6.9% | ||
| Q2 24 | 9.1% | 9.7% | ||
| Q1 24 | 7.3% | 12.9% |
每股收益（稀释后）AMZNKODK
| Q4 25 | $1.95 | $-1.22 | ||
| Q3 25 | $1.95 | $-0.08 | ||
| Q2 25 | $1.68 | $-0.36 | ||
| Q1 25 | $1.59 | $-0.12 | ||
| Q4 24 | $1.86 | $0.22 | ||
| Q3 24 | $1.43 | $0.15 | ||
| Q2 24 | $1.26 | $0.23 | ||
| Q1 24 | $0.98 | $0.30 |
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 | $123.0B | $436.0M |
| 总债务越低越好 | $68.8B | $209.0M |
| 股东权益账面价值 | $411.1B | $614.0M |
| 总资产 | $818.0B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.34× |
8季度趋势，按日历期对齐
现金及短期投资AMZNKODK
| Q4 25 | $123.0B | $436.0M | ||
| Q3 25 | $94.2B | $168.0M | ||
| Q2 25 | $93.2B | $155.0M | ||
| Q1 25 | $94.6B | $158.0M | ||
| Q4 24 | $101.2B | $201.0M | ||
| Q3 24 | $88.1B | $214.0M | ||
| Q2 24 | $89.1B | $251.0M | ||
| Q1 24 | $85.1B | $262.0M |
总债务AMZNKODK
| Q4 25 | $68.8B | $209.0M | ||
| Q3 25 | $55.1B | — | ||
| Q2 25 | $56.1B | — | ||
| Q1 25 | $58.8B | — | ||
| Q4 24 | $58.0B | $467.0M | ||
| Q3 24 | $60.5B | — | ||
| Q2 24 | $62.7B | — | ||
| Q1 24 | $66.9B | — |
股东权益AMZNKODK
| Q4 25 | $411.1B | $614.0M | ||
| Q3 25 | $369.6B | $762.0M | ||
| Q2 25 | $333.8B | $528.0M | ||
| Q1 25 | $305.9B | $563.0M | ||
| Q4 24 | $286.0B | $641.0M | ||
| Q3 24 | $259.2B | $982.0M | ||
| Q2 24 | $236.4B | $961.0M | ||
| Q1 24 | $216.7B | $951.0M |
总资产AMZNKODK
| Q4 25 | $818.0B | $1.6B | ||
| Q3 25 | $727.9B | $2.1B | ||
| Q2 25 | $682.2B | $1.9B | ||
| Q1 25 | $643.3B | $1.9B | ||
| Q4 24 | $624.9B | $2.0B | ||
| Q3 24 | $584.6B | $2.4B | ||
| Q2 24 | $554.8B | $2.4B | ||
| Q1 24 | $531.0B | $2.3B |
负债/权益比AMZNKODK
| Q4 25 | 0.17× | 0.34× | ||
| Q3 25 | 0.15× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.19× | — | ||
| Q4 24 | 0.20× | 0.73× | ||
| Q3 24 | 0.23× | — | ||
| Q2 24 | 0.27× | — | ||
| Q1 24 | 0.31× | — |
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 | $54.5B | $489.0M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $483.0M |
| 自由现金流率自由现金流/营收 | 7.0% | 166.6% |
| 资本支出强度资本支出/营收 | 18.5% | 2.1% |
| 现金转化率经营现金流/净利润 | 2.57× | — |
| 过去12个月自由现金流最近4个季度 | $7.7B | $446.0M |
8季度趋势，按日历期对齐
经营现金流AMZNKODK
| Q4 25 | $54.5B | $489.0M | ||
| Q3 25 | $35.5B | $21.0M | ||
| Q2 25 | $32.5B | $8.0M | ||
| Q1 25 | $17.0B | $-38.0M | ||
| Q4 24 | $45.6B | $4.0M | ||
| Q3 24 | $26.0B | $-21.0M | ||
| Q2 24 | $25.3B | $-7.0M | ||
| Q1 24 | $19.0B | $17.0M |
自由现金流AMZNKODK
| Q4 25 | $14.9B | $483.0M | ||
| Q3 25 | $430.0M | $17.0M | ||
| Q2 25 | $332.0M | $-4.0M | ||
| Q1 25 | $-8.0B | $-50.0M | ||
| Q4 24 | $17.8B | $-13.0M | ||
| Q3 24 | $3.4B | $-41.0M | ||
| Q2 24 | $7.7B | $-16.0M | ||
| Q1 24 | $4.1B | $7.0M |
自由现金流率AMZNKODK
| Q4 25 | 7.0% | 166.6% | ||
| Q3 25 | 0.2% | 6.3% | ||
| Q2 25 | 0.2% | -1.5% | ||
| Q1 25 | -5.1% | -20.2% | ||
| Q4 24 | 9.5% | -4.9% | ||
| Q3 24 | 2.1% | -15.7% | ||
| Q2 24 | 5.2% | -6.0% | ||
| Q1 24 | 2.8% | 2.8% |
资本支出强度AMZNKODK
| Q4 25 | 18.5% | 2.1% | ||
| Q3 25 | 19.5% | 1.5% | ||
| Q2 25 | 19.2% | 4.6% | ||
| Q1 25 | 16.1% | 4.9% | ||
| Q4 24 | 14.8% | 6.4% | ||
| Q3 24 | 14.2% | 7.7% | ||
| Q2 24 | 11.9% | 3.4% | ||
| Q1 24 | 10.4% | 4.0% |
现金转化率AMZNKODK
| Q4 25 | 2.57× | — | ||
| Q3 25 | 1.68× | 1.62× | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 2.28× | 0.15× | ||
| Q3 24 | 1.69× | -1.17× | ||
| Q2 24 | 1.87× | -0.27× | ||
| Q1 24 | 1.82× | 0.53× |
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
AMZN
| Products | $90.0B | 42% |
| Third Party Seller Services | $52.8B | 25% |
| Other | $49.9B | 23% |
| Subscription Services | $13.1B | 6% |
| Physical Stores | $5.9B | 3% |
| Other Services | $1.7B | 1% |
KODK
| Segment Continuing Operations | $195.0M | 67% |
| Advanced Materials And Chemicals | $85.0M | 29% |
| Other | $7.0M | 2% |
| All Other | $3.0M | 1% |
