vs
安道拓(ADNT)与Atmus Filtration Technologies Inc.(ATMU)财务数据对比。点击上方公司名可切换其他公司
安道拓的季度营收约是Atmus Filtration Technologies Inc.的8.2倍($3.6B vs $446.6M)。Atmus Filtration Technologies Inc.净利率更高(10.7% vs -0.6%,领先11.4%)。Atmus Filtration Technologies Inc.同比增速更快(9.8% vs 4.3%)。Atmus Filtration Technologies Inc.自由现金流更多($31.2M vs $15.0M)。过去两年Atmus Filtration Technologies Inc.的营收复合增速更高(2.3% vs -1.4%)
安道拓是全球规模最大的汽车座椅制造商,注册地位于爱尔兰,运营总部设在美国密歇根州普利茅斯,业务覆盖全球各地,为全球客户提供专业的汽车座椅相关产品及解决方案,在汽车座椅领域拥有领先的市场地位与技术优势。
Atmus过滤技术公司是一家专业过滤解决方案提供商,研发、生产和销售空气、燃油、机油、液压等多场景过滤系统,服务全球汽车、重型车辆、工业设备、航空航天领域的原厂配套及售后替换市场。
ADNT vs ATMU — 直观对比
营收规模更大
ADNT
是对方的8.2倍
$446.6M
营收增速更快
ATMU
高出5.5%
4.3%
净利率更高
ATMU
高出11.4%
-0.6%
自由现金流更多
ATMU
多$16.2M
$15.0M
两年增速更快
ATMU
近两年复合增速
-1.4%
损益表 — Q1 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $3.6B | $446.6M |
| 净利润 | $-22.0M | $48.0M |
| 毛利率 | 6.0% | 28.5% |
| 营业利润率 | 1.1% | 15.8% |
| 净利率 | -0.6% | 10.7% |
| 营收同比 | 4.3% | 9.8% |
| 净利润同比 | — | 19.7% |
| 每股收益(稀释后) | $-0.28 | $0.58 |
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
ADNT
ATMU
| Q4 25 | $3.6B | $446.6M | ||
| Q3 25 | $3.7B | $447.7M | ||
| Q2 25 | $3.7B | $453.5M | ||
| Q1 25 | $3.6B | $416.5M | ||
| Q4 24 | $3.5B | $406.7M | ||
| Q3 24 | $3.6B | $403.7M | ||
| Q2 24 | $3.7B | $432.6M | ||
| Q1 24 | $3.8B | $426.6M |
净利润
ADNT
ATMU
| Q4 25 | $-22.0M | $48.0M | ||
| Q3 25 | $18.0M | $54.8M | ||
| Q2 25 | $36.0M | $59.9M | ||
| Q1 25 | $-335.0M | $44.7M | ||
| Q4 24 | $0 | $40.1M | ||
| Q3 24 | $79.0M | $43.8M | ||
| Q2 24 | $-11.0M | $56.2M | ||
| Q1 24 | $-70.0M | $45.5M |
毛利率
ADNT
ATMU
| Q4 25 | 6.0% | 28.5% | ||
| Q3 25 | 6.7% | 28.9% | ||
| Q2 25 | 6.3% | 28.9% | ||
| Q1 25 | 7.2% | 26.5% | ||
| Q4 24 | 6.2% | 26.3% | ||
| Q3 24 | 6.9% | 27.6% | ||
| Q2 24 | 5.6% | 30.5% | ||
| Q1 24 | 6.1% | 26.2% |
营业利润率
ADNT
ATMU
| Q4 25 | 1.1% | 15.8% | ||
| Q3 25 | 1.7% | 18.3% | ||
| Q2 25 | 1.8% | 18.0% | ||
| Q1 25 | -7.3% | 15.6% | ||
| Q4 24 | 1.3% | 13.4% | ||
| Q3 24 | 1.8% | 15.7% | ||
| Q2 24 | 1.2% | 18.4% | ||
| Q1 24 | -1.1% | 16.1% |
净利率
ADNT
ATMU
| Q4 25 | -0.6% | 10.7% | ||
| Q3 25 | 0.5% | 12.2% | ||
| Q2 25 | 1.0% | 13.2% | ||
| Q1 25 | -9.3% | 10.7% | ||
| Q4 24 | — | 9.9% | ||
| Q3 24 | 2.2% | 10.8% | ||
| Q2 24 | -0.3% | 13.0% | ||
| Q1 24 | -1.9% | 10.7% |
每股收益(稀释后)
ADNT
ATMU
| Q4 25 | $-0.28 | $0.58 | ||
| Q3 25 | $0.17 | $0.66 | ||
| Q2 25 | $0.43 | $0.72 | ||
| Q1 25 | $-3.99 | $0.54 | ||
| Q4 24 | $0.00 | $0.49 | ||
| Q3 24 | $0.88 | $0.52 | ||
| Q2 24 | $-0.12 | $0.67 | ||
| Q1 24 | $-0.77 | $0.54 |
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 | — | $236.4M |
| 总债务越低越好 | $2.4B | $570.0M |
| 股东权益账面价值 | $1.7B | $378.5M |
| 总资产 | $8.8B | $1.4B |
| 负债/权益比越低杠杆越低 | 1.37× | 1.51× |
8季度趋势,按日历期对齐
现金及短期投资
ADNT
ATMU
| Q4 25 | — | $236.4M | ||
| Q3 25 | — | $218.3M | ||
| Q2 25 | — | $190.8M | ||
| Q1 25 | — | $183.3M | ||
| Q4 24 | — | $184.3M | ||
| Q3 24 | — | $196.8M | ||
| Q2 24 | — | $160.5M | ||
| Q1 24 | — | $149.2M |
总债务
ADNT
ATMU
| Q4 25 | $2.4B | $570.0M | ||
| Q3 25 | $2.4B | $577.5M | ||
| Q2 25 | $2.4B | $585.0M | ||
| Q1 25 | $2.4B | $588.8M | ||
| Q4 24 | $2.4B | $592.5M | ||
| Q3 24 | $2.4B | $596.2M | ||
| Q2 24 | $2.4B | $600.0M | ||
| Q1 24 | $2.4B | $600.0M |
股东权益
ADNT
ATMU
| Q4 25 | $1.7B | $378.5M | ||
| Q3 25 | $1.8B | $336.7M | ||
| Q2 25 | $1.8B | $316.3M | ||
| Q1 25 | $1.7B | $265.3M | ||
| Q4 24 | $1.9B | $227.4M | ||
| Q3 24 | $2.1B | $221.2M | ||
| Q2 24 | $1.9B | $178.1M | ||
| Q1 24 | $2.1B | $121.8M |
总资产
ADNT
ATMU
| Q4 25 | $8.8B | $1.4B | ||
| Q3 25 | $9.0B | $1.3B | ||
| Q2 25 | $8.8B | $1.3B | ||
| Q1 25 | $8.6B | $1.2B | ||
| Q4 24 | $8.5B | $1.2B | ||
| Q3 24 | $9.4B | $1.2B | ||
| Q2 24 | $9.1B | $1.2B | ||
| Q1 24 | $9.3B | $1.1B |
负债/权益比
ADNT
ATMU
| Q4 25 | 1.37× | 1.51× | ||
| Q3 25 | 1.35× | 1.72× | ||
| Q2 25 | 1.34× | 1.85× | ||
| Q1 25 | 1.44× | 2.22× | ||
| Q4 24 | 1.28× | 2.61× | ||
| Q3 24 | 1.12× | 2.70× | ||
| Q2 24 | 1.24× | 3.37× | ||
| Q1 24 | 1.16× | 4.93× |
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 | $80.0M | $47.5M |
| 自由现金流经营现金流 - 资本支出 | $15.0M | $31.2M |
| 自由现金流率自由现金流/营收 | 0.4% | 7.0% |
| 资本支出强度资本支出/营收 | 1.8% | 3.6% |
| 现金转化率经营现金流/净利润 | — | 0.99× |
| 过去12个月自由现金流最近4个季度 | $174.0M | $148.8M |
8季度趋势,按日历期对齐
经营现金流
ADNT
ATMU
| Q4 25 | $80.0M | $47.5M | ||
| Q3 25 | $213.0M | $82.1M | ||
| Q2 25 | $172.0M | $44.4M | ||
| Q1 25 | $-45.0M | $28.7M | ||
| Q4 24 | $109.0M | $20.0M | ||
| Q3 24 | $263.0M | $70.7M | ||
| Q2 24 | $158.0M | $22.9M | ||
| Q1 24 | $81.0M | $-8.2M |
自由现金流
ADNT
ATMU
| Q4 25 | $15.0M | $31.2M | ||
| Q3 25 | $134.0M | $68.9M | ||
| Q2 25 | $115.0M | $32.4M | ||
| Q1 25 | $-90.0M | $16.3M | ||
| Q4 24 | $45.0M | $10.0M | ||
| Q3 24 | $191.0M | $54.3M | ||
| Q2 24 | $88.0M | $11.3M | ||
| Q1 24 | $12.0M | $-18.8M |
自由现金流率
ADNT
ATMU
| Q4 25 | 0.4% | 7.0% | ||
| Q3 25 | 3.6% | 15.4% | ||
| Q2 25 | 3.1% | 7.1% | ||
| Q1 25 | -2.5% | 3.9% | ||
| Q4 24 | 1.3% | 2.5% | ||
| Q3 24 | 5.4% | 13.5% | ||
| Q2 24 | 2.4% | 2.6% | ||
| Q1 24 | 0.3% | -4.4% |
资本支出强度
ADNT
ATMU
| Q4 25 | 1.8% | 3.6% | ||
| Q3 25 | 2.1% | 2.9% | ||
| Q2 25 | 1.5% | 2.6% | ||
| Q1 25 | 1.2% | 3.0% | ||
| Q4 24 | 1.8% | 2.5% | ||
| Q3 24 | 2.0% | 4.1% | ||
| Q2 24 | 1.9% | 2.7% | ||
| Q1 24 | 1.8% | 2.5% |
现金转化率
ADNT
ATMU
| Q4 25 | — | 0.99× | ||
| Q3 25 | 11.83× | 1.50× | ||
| Q2 25 | 4.78× | 0.74× | ||
| Q1 25 | — | 0.64× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | 3.33× | 1.61× | ||
| Q2 24 | — | 0.41× | ||
| Q1 24 | — | -0.18× |
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
ADNT
暂无分部数据
ATMU
| Fuel Products | $219.1M | 49% |
| Lube | $84.8M | 19% |
| Air | $74.0M | 17% |
| Other | $68.7M | 15% |
| Related Party | $14.9M | 3% |