vs
Array Technologies, Inc.（ARRY）与ONITY GROUP INC.（ONIT）财务数据对比。点击上方公司名可切换其他公司
ONITY GROUP INC.的季度营收约是Array Technologies, Inc.的1.3倍（$290.0M vs $226.0M），ONITY GROUP INC.同比增速更快（29.0% vs -17.9%），Array Technologies, Inc.自由现金流更多（$36.2M vs $-750.9M），过去两年Array Technologies, Inc.的营收复合增速更高（21.4% vs 10.1%）
ATI科技是原加拿大半导体科技企业，总部位于安大略省万锦市，专注于图形处理器与芯片组的研发，1985年成立，1993年公开上市，2006年被AMD收购。作为全球知名的无晶圆厂半导体厂商，其掌握自研核心技术，生产组装环节采用外包模式。2000年3dfx破产后，ATI成为全球图形芯片领域的核心厂商之一。
奥尼提集团（原奥克文）是一家提供住宅及商业抵押贷款 servicing、特殊 servicing以及资产管理服务的供应商，业务性质也可概括为向房主收取每月本金与利息。公司成立于1988年，总部位于佛罗里达州西棕榈滩，在美国多地及菲律宾、印度都设有办公及支持运营点。
ARRY vs ONIT — 直观对比
营收规模更大
ONIT
是对方的1.3倍
$226.0M
营收增速更快
ONIT
高出46.9%
-17.9%
自由现金流更多
ARRY
多$787.1M
$-750.9M
两年增速更快
ARRY
近两年复合增速
10.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $226.0M | $290.0M |
| 净利润 | — | $127.2M |
| 毛利率 | 8.6% | — |
| 营业利润率 | -65.5% | — |
| 净利率 | — | 43.9% |
| 营收同比 | -17.9% | 29.0% |
| 净利润同比 | — | 552.7% |
| 每股收益（稀释后） | $-1.06 | $14.53 |
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ARRYONIT
| Q4 25 | $226.0M | $290.0M | ||
| Q3 25 | $393.5M | $280.3M | ||
| Q2 25 | $362.2M | $246.6M | ||
| Q1 25 | $302.4M | $249.8M | ||
| Q4 24 | $275.2M | $224.8M | ||
| Q3 24 | $231.4M | $265.7M | ||
| Q2 24 | $255.8M | $246.4M | ||
| Q1 24 | $153.4M | $239.1M |
净利润ARRYONIT
| Q4 25 | — | $127.2M | ||
| Q3 25 | $33.5M | $18.7M | ||
| Q2 25 | $43.3M | $21.5M | ||
| Q1 25 | $16.7M | $22.1M | ||
| Q4 24 | — | $-28.1M | ||
| Q3 24 | $-141.4M | $21.4M | ||
| Q2 24 | $25.7M | $10.5M | ||
| Q1 24 | $2.2M | $30.1M |
毛利率ARRYONIT
| Q4 25 | 8.6% | — | ||
| Q3 25 | 26.9% | — | ||
| Q2 25 | 26.8% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 28.5% | — | ||
| Q3 24 | 33.8% | — | ||
| Q2 24 | 33.6% | — | ||
| Q1 24 | 35.9% | — |
营业利润率ARRYONIT
| Q4 25 | -65.5% | — | ||
| Q3 25 | 11.6% | — | ||
| Q2 25 | 12.8% | — | ||
| Q1 25 | 9.0% | 3.6% | ||
| Q4 24 | -51.7% | -14.9% | ||
| Q3 24 | -57.3% | 10.4% | ||
| Q2 24 | 15.5% | 5.5% | ||
| Q1 24 | 5.5% | 13.3% |
净利率ARRYONIT
| Q4 25 | — | 43.9% | ||
| Q3 25 | 8.5% | 6.7% | ||
| Q2 25 | 11.9% | 8.7% | ||
| Q1 25 | 5.5% | 8.8% | ||
| Q4 24 | — | -12.5% | ||
| Q3 24 | -61.1% | 8.1% | ||
| Q2 24 | 10.0% | 4.3% | ||
| Q1 24 | 1.4% | 12.6% |
每股收益（稀释后）ARRYONIT
| Q4 25 | $-1.06 | $14.53 | ||
| Q3 25 | $0.12 | $2.03 | ||
| Q2 25 | $0.19 | $2.40 | ||
| Q1 25 | $0.02 | $2.50 | ||
| Q4 24 | $-0.94 | $-3.59 | ||
| Q3 24 | $-1.02 | $2.65 | ||
| Q2 24 | $0.08 | $1.33 | ||
| Q1 24 | $-0.07 | $3.74 |
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 | $244.4M | $180.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-206.3M | $627.9M |
| 总资产 | $1.5B | $16.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ARRYONIT
| Q4 25 | $244.4M | $180.5M | ||
| Q3 25 | $221.5M | $172.8M | ||
| Q2 25 | $377.3M | $194.3M | ||
| Q1 25 | $348.3M | $178.0M | ||
| Q4 24 | $363.0M | $184.8M | ||
| Q3 24 | $332.4M | $201.6M | ||
| Q2 24 | $282.3M | $203.1M | ||
| Q1 24 | $287.6M | $185.1M |
股东权益ARRYONIT
| Q4 25 | $-206.3M | $627.9M | ||
| Q3 25 | $-46.7M | $501.4M | ||
| Q2 25 | $-70.9M | $481.9M | ||
| Q1 25 | $-97.8M | $460.2M | ||
| Q4 24 | $-118.1M | $442.9M | ||
| Q3 24 | $64.5M | $468.2M | ||
| Q2 24 | $200.0M | $446.2M | ||
| Q1 24 | $231.2M | $432.1M |
总资产ARRYONIT
| Q4 25 | $1.5B | $16.2B | ||
| Q3 25 | $1.6B | $16.1B | ||
| Q2 25 | $1.5B | $16.5B | ||
| Q1 25 | $1.4B | $16.3B | ||
| Q4 24 | $1.4B | $16.4B | ||
| Q3 24 | $1.6B | $13.2B | ||
| Q2 24 | $1.7B | $13.1B | ||
| Q1 24 | $1.6B | $13.1B |
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 | $43.6M | $-748.0M |
| 自由现金流经营现金流 - 资本支出 | $36.2M | $-750.9M |
| 自由现金流率自由现金流/营收 | 16.0% | -258.9% |
| 资本支出强度资本支出/营收 | 3.3% | 1.0% |
| 现金转化率经营现金流/净利润 | — | -5.88× |
| 过去12个月自由现金流最近4个季度 | $79.8M | — |
8季度趋势，按日历期对齐
经营现金流ARRYONIT
| Q4 25 | $43.6M | $-748.0M | ||
| Q3 25 | $27.4M | $229.5M | ||
| Q2 25 | $43.8M | $-598.8M | ||
| Q1 25 | $-13.1M | $-148.1M | ||
| Q4 24 | $57.6M | $-573.8M | ||
| Q3 24 | $44.9M | $19.2M | ||
| Q2 24 | $4.0M | $-77.9M | ||
| Q1 24 | $47.5M | $-297.1M |
自由现金流ARRYONIT
| Q4 25 | $36.2M | $-750.9M | ||
| Q3 25 | $21.9M | $228.8M | ||
| Q2 25 | $37.2M | — | ||
| Q1 25 | $-15.4M | $-148.4M | ||
| Q4 24 | $55.9M | $-574.6M | ||
| Q3 24 | $43.9M | $19.1M | ||
| Q2 24 | $1.8M | $-78.0M | ||
| Q1 24 | $45.1M | $-297.2M |
自由现金流率ARRYONIT
| Q4 25 | 16.0% | -258.9% | ||
| Q3 25 | 5.6% | 81.6% | ||
| Q2 25 | 10.3% | — | ||
| Q1 25 | -5.1% | -59.4% | ||
| Q4 24 | 20.3% | -255.6% | ||
| Q3 24 | 19.0% | 7.2% | ||
| Q2 24 | 0.7% | -31.7% | ||
| Q1 24 | 29.4% | -124.3% |
资本支出强度ARRYONIT
| Q4 25 | 3.3% | 1.0% | ||
| Q3 25 | 1.4% | 0.2% | ||
| Q2 25 | 1.8% | 0.0% | ||
| Q1 25 | 0.8% | 0.1% | ||
| Q4 24 | 0.6% | 0.4% | ||
| Q3 24 | 0.5% | 0.0% | ||
| Q2 24 | 0.8% | 0.0% | ||
| Q1 24 | 1.6% | 0.0% |
现金转化率ARRYONIT
| Q4 25 | — | -5.88× | ||
| Q3 25 | 0.82× | 12.27× | ||
| Q2 25 | 1.01× | -27.85× | ||
| Q1 25 | -0.78× | -6.70× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.90× | ||
| Q2 24 | 0.15× | -7.42× | ||
| Q1 24 | 21.94× | -9.87× |
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
ARRY
| Array Legacy Operations Segment | $212.0M | 94% |
| STI Operations Segment | $14.0M | 6% |
ONIT
暂无分部数据
