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ATI INC(ATI)とNWPX Infrastructure, Inc.(NWPX)の財務データ比較。上の社名をクリックして会社を切り替えられます
ATI INCの直近四半期売上が大きい($1.2B vs $125.6M、NWPX Infrastructure, Inc.の約9.4倍)。ATI INCの純利益率が高く(8.2% vs 7.1%、差は1.1%)。NWPX Infrastructure, Inc.の前年同期比売上増加率が高い(5.0% vs 0.4%)。ATI INCの直近四半期フリーキャッシュフローが多い($223.1M vs $30.8M)。過去8四半期でATI INCの売上複合成長率が高い(6.2% vs 5.3%)
ATIはカナダの半導体テクノロジー企業で、本社をオンタリオ州マーカムに置き、GPUやチップセットの開発を事業の柱としていた。1985年創業、1993年に上場し、2006年にAMDに買収された。ファブレス半導体大手として研究開発を内製化し、製造・組立は外部委託し、2000年に競合の3dfxが破産した後は世界のグラフィックチップ市場を代表する企業の1つとなった。
ATI vs NWPX — 直接比較
売上が大きい
ATI
9.4倍大きい
$125.6M
売上成長率が高い
NWPX
+4.7%の差
0.4%
純利益率が高い
ATI
純利益率が1.1%高い
7.1%
フリーキャッシュフローが多い
ATI
FCF $192.3M多い
$30.8M
2年売上CAGRが高い
ATI
2年複合成長率
5.3%
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | ||
|---|---|---|
| 売上 | $1.2B | $125.6M |
| 純利益 | $96.6M | $8.9M |
| 粗利率 | 23.2% | 21.3% |
| 営業利益率 | 14.5% | 10.4% |
| 純利益率 | 8.2% | 7.1% |
| 売上前年比 | 0.4% | 5.0% |
| 純利益前年比 | -29.5% | -12.1% |
| EPS(希薄化後) | $0.70 | $0.88 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
売上
ATI
NWPX
| Q4 25 | $1.2B | $125.6M | ||
| Q3 25 | $1.1B | $151.1M | ||
| Q2 25 | $1.1B | $133.2M | ||
| Q1 25 | $1.1B | $116.1M | ||
| Q4 24 | $1.2B | $119.6M | ||
| Q3 24 | $1.1B | $130.2M | ||
| Q2 24 | $1.1B | $129.5M | ||
| Q1 24 | $1.0B | $113.2M |
純利益
ATI
NWPX
| Q4 25 | $96.6M | $8.9M | ||
| Q3 25 | $110.0M | $13.5M | ||
| Q2 25 | $100.7M | $9.1M | ||
| Q1 25 | $97.0M | $4.0M | ||
| Q4 24 | $137.1M | $10.1M | ||
| Q3 24 | $82.7M | $10.3M | ||
| Q2 24 | $81.9M | $8.6M | ||
| Q1 24 | $66.1M | $5.2M |
粗利率
ATI
NWPX
| Q4 25 | 23.2% | 21.3% | ||
| Q3 25 | 22.7% | 21.3% | ||
| Q2 25 | 21.3% | 19.0% | ||
| Q1 25 | 20.6% | 16.7% | ||
| Q4 24 | 21.2% | 18.8% | ||
| Q3 24 | 21.4% | 20.8% | ||
| Q2 24 | 20.8% | 19.9% | ||
| Q1 24 | 18.9% | 17.8% |
営業利益率
ATI
NWPX
| Q4 25 | 14.5% | 10.4% | ||
| Q3 25 | 14.4% | 12.6% | ||
| Q2 25 | 14.1% | 9.9% | ||
| Q1 25 | 12.8% | 4.8% | ||
| Q4 24 | 17.8% | 8.8% | ||
| Q3 24 | 13.5% | 11.9% | ||
| Q2 24 | 13.0% | 10.5% | ||
| Q1 24 | 11.0% | 7.7% |
純利益率
ATI
NWPX
| Q4 25 | 8.2% | 7.1% | ||
| Q3 25 | 9.8% | 8.9% | ||
| Q2 25 | 8.8% | 6.8% | ||
| Q1 25 | 8.5% | 3.4% | ||
| Q4 24 | 11.7% | 8.4% | ||
| Q3 24 | 7.9% | 7.9% | ||
| Q2 24 | 7.5% | 6.7% | ||
| Q1 24 | 6.3% | 4.6% |
EPS(希薄化後)
ATI
NWPX
| Q4 25 | $0.70 | $0.88 | ||
| Q3 25 | $0.78 | $1.38 | ||
| Q2 25 | $0.70 | $0.91 | ||
| Q1 25 | $0.67 | $0.39 | ||
| Q4 24 | $0.94 | $1.00 | ||
| Q3 24 | $0.57 | $1.02 | ||
| Q2 24 | $0.58 | $0.86 | ||
| Q1 24 | $0.46 | $0.52 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | ||
|---|---|---|
| 現金・短期投資手元流動性 | $416.7M | $2.3M |
| 総負債低いほど良い | $1.7B | — |
| 株主資本純資産 | $1.8B | $394.8M |
| 総資産 | $5.1B | $579.6M |
| 負債/資本比率低いほどレバレッジが低い | 0.95× | — |
8四半期トレンド — 暦四半期で整列
現金・短期投資
ATI
NWPX
| Q4 25 | $416.7M | $2.3M | ||
| Q3 25 | $372.2M | $2.7M | ||
| Q2 25 | $319.6M | $2.0M | ||
| Q1 25 | $475.8M | $5.3M | ||
| Q4 24 | $721.2M | $5.0M | ||
| Q3 24 | $406.6M | $5.7M | ||
| Q2 24 | $425.6M | $4.5M | ||
| Q1 24 | $394.4M | $4.3M |
総負債
ATI
NWPX
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.9B | — | ||
| Q1 24 | $2.1B | — |
株主資本
ATI
NWPX
| Q4 25 | $1.8B | $394.8M | ||
| Q3 25 | $1.7B | $386.4M | ||
| Q2 25 | $1.7B | $379.5M | ||
| Q1 25 | $1.9B | $378.5M | ||
| Q4 24 | $1.9B | $374.0M | ||
| Q3 24 | $1.8B | $362.4M | ||
| Q2 24 | $1.4B | $351.2M | ||
| Q1 24 | $1.3B | $342.6M |
総資産
ATI
NWPX
| Q4 25 | $5.1B | $579.6M | ||
| Q3 25 | $5.0B | $605.2M | ||
| Q2 25 | $5.0B | $592.6M | ||
| Q1 25 | $5.2B | $582.2M | ||
| Q4 24 | $5.2B | $589.7M | ||
| Q3 24 | $5.1B | $617.2M | ||
| Q2 24 | $4.9B | $631.7M | ||
| Q1 24 | $4.8B | $621.3M |
負債/資本比率
ATI
NWPX
| Q4 25 | 0.95× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 0.98× | — | ||
| Q1 25 | 0.91× | — | ||
| Q4 24 | 0.93× | — | ||
| Q3 24 | 1.04× | — | ||
| Q2 24 | 1.37× | — | ||
| Q1 24 | 1.70× | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | ||
|---|---|---|
| 営業キャッシュフロー直近四半期 | $315.8M | $36.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $223.1M | $30.8M |
| FCFマージンFCF / 売上 | 19.0% | 24.5% |
| 設備投資強度設備投資 / 売上 | 7.9% | 4.1% |
| キャッシュ転換率営業CF / 純利益 | 3.27× | 4.06× |
| 直近12ヶ月FCF直近4四半期 | $333.7M | $47.1M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフロー
ATI
NWPX
| Q4 25 | $315.8M | $36.0M | ||
| Q3 25 | $229.5M | $21.0M | ||
| Q2 25 | $161.5M | $5.4M | ||
| Q1 25 | $-92.5M | $4.8M | ||
| Q4 24 | $380.9M | $36.1M | ||
| Q3 24 | $24.0M | $22.7M | ||
| Q2 24 | $101.1M | $22.3M | ||
| Q1 24 | $-98.8M | $-26.1M |
フリーキャッシュフロー
ATI
NWPX
| Q4 25 | $223.1M | $30.8M | ||
| Q3 25 | $167.0M | $13.2M | ||
| Q2 25 | $89.4M | $1.9M | ||
| Q1 25 | $-145.8M | $1.2M | ||
| Q4 24 | $333.6M | $31.9M | ||
| Q3 24 | $-41.8M | $16.8M | ||
| Q2 24 | $40.9M | $16.2M | ||
| Q1 24 | $-164.6M | $-30.7M |
FCFマージン
ATI
NWPX
| Q4 25 | 19.0% | 24.5% | ||
| Q3 25 | 14.8% | 8.7% | ||
| Q2 25 | 7.8% | 1.4% | ||
| Q1 25 | -12.7% | 1.0% | ||
| Q4 24 | 28.4% | 26.7% | ||
| Q3 24 | -4.0% | 12.9% | ||
| Q2 24 | 3.7% | 12.5% | ||
| Q1 24 | -15.8% | -27.1% |
設備投資強度
ATI
NWPX
| Q4 25 | 7.9% | 4.1% | ||
| Q3 25 | 5.6% | 5.2% | ||
| Q2 25 | 6.3% | 2.6% | ||
| Q1 25 | 4.7% | 3.2% | ||
| Q4 24 | 4.0% | 3.5% | ||
| Q3 24 | 6.3% | 4.6% | ||
| Q2 24 | 5.5% | 4.7% | ||
| Q1 24 | 6.3% | 4.0% |
キャッシュ転換率
ATI
NWPX
| Q4 25 | 3.27× | 4.06× | ||
| Q3 25 | 2.09× | 1.55× | ||
| Q2 25 | 1.60× | 0.60× | ||
| Q1 25 | -0.95× | 1.22× | ||
| Q4 24 | 2.78× | 3.58× | ||
| Q3 24 | 0.29× | 2.22× | ||
| Q2 24 | 1.23× | 2.58× | ||
| Q1 24 | -1.49× | -4.98× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
ATI
| Other | $527.1M | 45% |
| Advanced Alloys Solutions | $333.5M | 28% |
| Airframes Commercial | $82.0M | 7% |
| Defense | $73.7M | 6% |
| Electronics Market | $53.1M | 5% |
| Internal Customers | $50.9M | 4% |
| Specialty Energy | $29.3M | 2% |
| Medical Market | $12.2M | 1% |
| Construction Mining Market | $7.2M | 1% |
| Other Market | $5.6M | 0% |
| Conventional Energy | $1.9M | 0% |
| Automotive Market | $600.0K | 0% |
NWPX
| Transferred Over Time | $84.0M | 67% |
| Precast Infrastructure And Engineered Systems | $41.7M | 33% |