vs
爱玛客（ARMK）与Stryker Corporation（SYK）财务数据对比。点击上方公司名可切换其他公司
Stryker Corporation的季度营收约是爱玛客的1.5倍（$7.2B vs $4.8B），Stryker Corporation净利率更高（11.8% vs 2.0%，领先9.8%），Stryker Corporation同比增速更快（11.4% vs 6.1%），Stryker Corporation自由现金流更多（$1.9B vs $-904.4M），过去两年Stryker Corporation的营收复合增速更高（16.9% vs 7.3%）
爱玛客是美国知名的餐饮服务与设施管理服务商，服务覆盖教育、司法监管、医疗、企业、休闲文旅等多个领域，业务遍布北美地区及英国、德国、智利、爱尔兰、西班牙在内的14个国家，为各场景客户提供专业后勤支持解决方案。
斯特赖克是一款八轮装甲战车，衍生自加拿大LAV III步兵战车，而后者源自瑞士莫瓦格食人鱼系列装甲车。该型战车由加拿大通用动力陆地系统公司为美国陆军生产，制造工厂位于安大略省伦敦市。它默认采用8×4四轮驱动，可切换为8×8全轮驱动模式。
ARMK vs SYK — 直观对比
营收规模更大
SYK
是对方的1.5倍
$4.8B
营收增速更快
SYK
高出5.3%
6.1%
净利率更高
SYK
高出9.8%
2.0%
自由现金流更多
SYK
多$2.8B
$-904.4M
两年增速更快
SYK
近两年复合增速
7.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.8B | $7.2B |
| 净利润 | $96.2M | $849.0M |
| 毛利率 | — | 64.5% |
| 营业利润率 | 4.5% | 25.2% |
| 净利率 | 2.0% | 11.8% |
| 营收同比 | 6.1% | 11.4% |
| 净利润同比 | -9.0% | 55.5% |
| 每股收益（稀释后） | $0.36 | $2.20 |
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ARMKSYK
| Q1 26 | $4.8B | — | ||
| Q4 25 | $5.0B | $7.2B | ||
| Q3 25 | — | $6.1B | ||
| Q2 25 | $4.6B | $6.0B | ||
| Q1 25 | $4.3B | $5.9B | ||
| Q4 24 | $4.6B | $6.4B | ||
| Q3 24 | $4.4B | $5.5B | ||
| Q2 24 | $4.4B | $5.4B |
净利润ARMKSYK
| Q1 26 | $96.2M | — | ||
| Q4 25 | $87.1M | $849.0M | ||
| Q3 25 | — | $859.0M | ||
| Q2 25 | $71.8M | $884.0M | ||
| Q1 25 | $61.9M | $654.0M | ||
| Q4 24 | $105.6M | $546.0M | ||
| Q3 24 | $122.4M | $834.0M | ||
| Q2 24 | $58.1M | $825.0M |
毛利率ARMKSYK
| Q1 26 | — | — | ||
| Q4 25 | — | 64.5% | ||
| Q3 25 | — | 63.6% | ||
| Q2 25 | — | 63.8% | ||
| Q1 25 | — | 63.8% | ||
| Q4 24 | — | 64.9% | ||
| Q3 24 | — | 64.0% | ||
| Q2 24 | — | 63.0% |
营业利润率ARMKSYK
| Q1 26 | 4.5% | — | ||
| Q4 25 | 4.3% | 25.2% | ||
| Q3 25 | — | 18.7% | ||
| Q2 25 | 3.9% | 18.5% | ||
| Q1 25 | 4.1% | 14.3% | ||
| Q4 24 | 4.8% | 9.0% | ||
| Q3 24 | 5.0% | 19.7% | ||
| Q2 24 | 3.7% | 19.4% |
净利率ARMKSYK
| Q1 26 | 2.0% | — | ||
| Q4 25 | 1.7% | 11.8% | ||
| Q3 25 | — | 14.2% | ||
| Q2 25 | 1.6% | 14.7% | ||
| Q1 25 | 1.4% | 11.1% | ||
| Q4 24 | 2.3% | 8.5% | ||
| Q3 24 | 2.8% | 15.2% | ||
| Q2 24 | 1.3% | 15.2% |
每股收益（稀释后）ARMKSYK
| Q1 26 | $0.36 | — | ||
| Q4 25 | $0.33 | $2.20 | ||
| Q3 25 | — | $2.22 | ||
| Q2 25 | $0.27 | $2.29 | ||
| Q1 25 | $0.23 | $1.69 | ||
| Q4 24 | $0.39 | $1.41 | ||
| Q3 24 | $0.46 | $2.16 | ||
| Q2 24 | $0.22 | $2.14 |
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 | $439.6M | $4.0B |
| 总债务越低越好 | $6.2B | — |
| 股东权益账面价值 | $3.2B | $22.4B |
| 总资产 | $13.5B | $47.8B |
| 负债/权益比越低杠杆越低 | 1.94× | — |
8季度趋势，按日历期对齐
现金及短期投资ARMKSYK
| Q1 26 | $439.6M | — | ||
| Q4 25 | $639.1M | $4.0B | ||
| Q3 25 | — | $3.3B | ||
| Q2 25 | $501.5M | $2.4B | ||
| Q1 25 | $920.5M | $2.3B | ||
| Q4 24 | $484.1M | $3.7B | ||
| Q3 24 | $672.5M | $3.9B | ||
| Q2 24 | $436.1M | $1.9B |
总债务ARMKSYK
| Q1 26 | $6.2B | — | ||
| Q4 25 | $5.4B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $6.3B | — | ||
| Q1 25 | $6.1B | — | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | $5.0B | — |
股东权益ARMKSYK
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $22.4B | ||
| Q3 25 | — | $21.8B | ||
| Q2 25 | $3.1B | $21.2B | ||
| Q1 25 | $3.0B | $20.9B | ||
| Q4 24 | $3.1B | $20.6B | ||
| Q3 24 | $3.0B | $20.1B | ||
| Q2 24 | $2.9B | $19.8B |
总资产ARMKSYK
| Q1 26 | $13.5B | — | ||
| Q4 25 | $13.3B | $47.8B | ||
| Q3 25 | — | $47.1B | ||
| Q2 25 | $13.3B | $46.3B | ||
| Q1 25 | $13.5B | $46.0B | ||
| Q4 24 | $12.7B | $43.0B | ||
| Q3 24 | $12.7B | $43.8B | ||
| Q2 24 | $12.5B | $39.1B |
负债/权益比ARMKSYK
| Q1 26 | 1.94× | — | ||
| Q4 25 | 1.71× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.03× | — | ||
| Q1 25 | 2.02× | — | ||
| Q4 24 | 1.61× | — | ||
| Q3 24 | 1.42× | — | ||
| Q2 24 | 1.71× | — |
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 | $-782.2M | $2.1B |
| 自由现金流经营现金流 - 资本支出 | $-904.4M | $1.9B |
| 自由现金流率自由现金流/营收 | -18.7% | 26.1% |
| 资本支出强度资本支出/营收 | 2.5% | 3.7% |
| 现金转化率经营现金流/净利润 | -8.13× | 2.52× |
| 过去12个月自由现金流最近4个季度 | — | $4.3B |
8季度趋势，按日历期对齐
经营现金流ARMKSYK
| Q1 26 | $-782.2M | — | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $76.7M | $1.1B | ||
| Q1 25 | $255.9M | $250.0M | ||
| Q4 24 | $-587.2M | $1.9B | ||
| Q3 24 | $1.0B | $1.5B | ||
| Q2 24 | $140.7M | $633.0M |
自由现金流ARMKSYK
| Q1 26 | $-904.4M | — | ||
| Q4 25 | — | $1.9B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $-34.7M | $928.0M | ||
| Q1 25 | $140.1M | $127.0M | ||
| Q4 24 | $-707.0M | $1.7B | ||
| Q3 24 | $882.3M | $1.3B | ||
| Q2 24 | $55.6M | $481.0M |
自由现金流率ARMKSYK
| Q1 26 | -18.7% | — | ||
| Q4 25 | — | 26.1% | ||
| Q3 25 | — | 22.3% | ||
| Q2 25 | -0.8% | 15.4% | ||
| Q1 25 | 3.3% | 2.2% | ||
| Q4 24 | -15.5% | 25.9% | ||
| Q3 24 | 20.0% | 23.7% | ||
| Q2 24 | 1.3% | 8.9% |
资本支出强度ARMKSYK
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.8% | 3.7% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | 2.4% | 3.0% | ||
| Q1 25 | 2.7% | 2.1% | ||
| Q4 24 | 2.6% | 4.1% | ||
| Q3 24 | 3.2% | 3.1% | ||
| Q2 24 | 1.9% | 2.8% |
现金转化率ARMKSYK
| Q1 26 | -8.13× | — | ||
| Q4 25 | — | 2.52× | ||
| Q3 25 | — | 1.79× | ||
| Q2 25 | 1.07× | 1.26× | ||
| Q1 25 | 4.14× | 0.38× | ||
| Q4 24 | -5.56× | 3.54× | ||
| Q3 24 | 8.35× | 1.77× | ||
| Q2 24 | 2.42× | 0.77× |
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
ARMK
| Education | $1.1B | 22% |
| Sports Leisure Corrections | $961.2M | 20% |
| Food And Support Services International | $847.8M | 18% |
| Other | $621.6M | 13% |
| Businessand Industry | $510.6M | 11% |
| Health Care | $421.3M | 9% |
| Facility Services | $382.9M | 8% |
SYK
| Medical | $1.3B | 18% |
| Endoscopy | $1.1B | 16% |
| Traumaand Extremities | $1.1B | 15% |
| Instruments | $925.0M | 13% |
| Knees | $749.0M | 10% |
| Neuro Cranial | $669.0M | 9% |
| Neurovascular | $539.0M | 8% |
| Hips | $499.0M | 7% |
| Other Orthopaedics | $267.0M | 4% |
| Spine | $8.0M | 0% |
