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Ategrity Specialty Insurance Co Holdings（ASIC）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
Ategrity Specialty Insurance Co Holdings的季度营收约是IMPINJ INC的1.6倍（$116.1M vs $74.3M），Ategrity Specialty Insurance Co Holdings净利率更高（19.5% vs 11.2%，领先8.3%）
Ategrity Specialty Insurance Co Holdings是一家特种保险控股企业，提供商业财产及意外伤害保险解决方案，主营超额与盈余线保险业务，服务美国本土建筑、医疗、小型企业等细分领域，为标准保险公司通常不承接的特殊风险提供定制化保单。
Impinj Inc.是一家美国射频识别（RFID）设备及软件提供商，成立于2000年，总部位于华盛顿州西雅图，源自加州理工学院Carver Mead与Chris Diorio的研究成果。公司主营EPC Class 1 Gen 2无源超高频RFID芯片、读写器、读写器芯片、天线，以及芯片编码、业务数据采集相关的软件应用，为各行业RFID应用提供全链路产品支持。
ASIC vs PI — 直观对比
营收规模更大
ASIC
是对方的1.6倍
$74.3M
净利率更高
ASIC
高出8.3%
11.2%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $116.1M | $74.3M |
| 净利润 | $22.7M | $8.3M |
| 毛利率 | — | 49.1% |
| 营业利润率 | 25.6% | 30.5% |
| 净利率 | 19.5% | 11.2% |
| 营收同比 | — | -0.0% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.45 | $0.14 |
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ASICPI
| Q1 26 | — | $74.3M | ||
| Q4 25 | — | $92.8M | ||
| Q3 25 | $116.1M | $96.1M | ||
| Q2 25 | $101.8M | $97.9M | ||
| Q1 25 | — | $74.3M | ||
| Q4 24 | — | $91.6M | ||
| Q3 24 | — | $95.2M | ||
| Q2 24 | — | $102.5M |
净利润ASICPI
| Q1 26 | — | $8.3M | ||
| Q4 25 | — | $-1.1M | ||
| Q3 25 | $22.7M | $-12.8M | ||
| Q2 25 | $17.6M | $11.6M | ||
| Q1 25 | — | $-8.5M | ||
| Q4 24 | — | $-2.7M | ||
| Q3 24 | — | $221.0K | ||
| Q2 24 | — | $10.0M |
毛利率ASICPI
| Q1 26 | — | 49.1% | ||
| Q4 25 | — | 51.8% | ||
| Q3 25 | — | 50.3% | ||
| Q2 25 | — | 57.8% | ||
| Q1 25 | — | 49.4% | ||
| Q4 24 | — | 50.5% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 56.1% |
营业利润率ASICPI
| Q1 26 | — | 30.5% | ||
| Q4 25 | — | -2.9% | ||
| Q3 25 | 25.6% | 0.7% | ||
| Q2 25 | 21.9% | 11.1% | ||
| Q1 25 | — | -12.9% | ||
| Q4 24 | — | -3.9% | ||
| Q3 24 | — | -0.8% | ||
| Q2 24 | — | 8.8% |
净利率ASICPI
| Q1 26 | — | 11.2% | ||
| Q4 25 | — | -1.2% | ||
| Q3 25 | 19.5% | -13.3% | ||
| Q2 25 | 17.3% | 11.8% | ||
| Q1 25 | — | -11.4% | ||
| Q4 24 | — | -2.9% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 9.7% |
每股收益（稀释后）ASICPI
| Q1 26 | — | $0.14 | ||
| Q4 25 | — | $-0.02 | ||
| Q3 25 | $0.45 | $-0.44 | ||
| Q2 25 | $0.39 | $0.39 | ||
| Q1 25 | — | $-0.30 | ||
| Q4 24 | — | $-0.06 | ||
| Q3 24 | — | $0.01 | ||
| Q2 24 | — | $0.34 |
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 | $34.3M | $131.8M |
| 总债务越低越好 | — | $241.5M |
| 股东权益账面价值 | $588.6M | — |
| 总资产 | $1.4B | $502.5M |
| 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ASICPI
| Q1 26 | — | $131.8M | ||
| Q4 25 | — | $175.3M | ||
| Q3 25 | $34.3M | $190.1M | ||
| Q2 25 | $23.5M | $193.2M | ||
| Q1 25 | — | $147.9M | ||
| Q4 24 | — | $164.7M | ||
| Q3 24 | — | $170.3M | ||
| Q2 24 | — | $220.2M |
总债务ASICPI
| Q1 26 | — | $241.5M | ||
| Q4 25 | — | $280.9M | ||
| Q3 25 | — | $280.4M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $283.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ASICPI
| Q1 26 | — | — | ||
| Q4 25 | — | $209.2M | ||
| Q3 25 | $588.6M | $195.0M | ||
| Q2 25 | $559.7M | $187.7M | ||
| Q1 25 | — | $160.6M | ||
| Q4 24 | — | $149.9M | ||
| Q3 24 | — | $136.1M | ||
| Q2 24 | — | $117.0M |
总资产ASICPI
| Q1 26 | — | $502.5M | ||
| Q4 25 | — | $545.2M | ||
| Q3 25 | $1.4B | $516.5M | ||
| Q2 25 | $1.4B | $508.8M | ||
| Q1 25 | — | $479.8M | ||
| Q4 24 | — | $489.1M | ||
| Q3 24 | — | $476.4M | ||
| Q2 24 | — | $446.1M |
负债/权益比ASICPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.89× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $41.1M | — |
| 自由现金流经营现金流 - 资本支出 | — | $2.2M |
| 自由现金流率自由现金流/营收 | — | 3.0% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.81× | — |
| 过去12个月自由现金流最近4个季度 | — | $61.1M |
8季度趋势，按日历期对齐
经营现金流ASICPI
| Q1 26 | — | — | ||
| Q4 25 | — | $15.1M | ||
| Q3 25 | $41.1M | $20.9M | ||
| Q2 25 | $50.8M | $33.9M | ||
| Q1 25 | — | $-11.1M | ||
| Q4 24 | — | $12.6M | ||
| Q3 24 | — | $10.1M | ||
| Q2 24 | — | $45.5M |
自由现金流ASICPI
| Q1 26 | — | $2.2M | ||
| Q4 25 | — | $13.6M | ||
| Q3 25 | — | $18.0M | ||
| Q2 25 | — | $27.3M | ||
| Q1 25 | — | $-13.0M | ||
| Q4 24 | — | $8.5M | ||
| Q3 24 | — | $4.7M | ||
| Q2 24 | — | $44.1M |
自由现金流率ASICPI
| Q1 26 | — | 3.0% | ||
| Q4 25 | — | 14.7% | ||
| Q3 25 | — | 18.7% | ||
| Q2 25 | — | 27.9% | ||
| Q1 25 | — | -17.5% | ||
| Q4 24 | — | 9.3% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 43.0% |
资本支出强度ASICPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 6.7% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | 4.5% | ||
| Q3 24 | — | 5.7% | ||
| Q2 24 | — | 1.3% |
现金转化率ASICPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.81× | — | ||
| Q2 25 | 2.88× | 2.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 45.56× | ||
| Q2 24 | — | 4.56× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
