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AdvanSix Inc.（ASIX）与Unity Software Inc.（U）财务数据对比。点击上方公司名可切换其他公司
Unity Software Inc.的季度营收约是AdvanSix Inc.的1.4倍（$508.2M vs $359.9M），AdvanSix Inc.净利率更高（-0.8% vs -68.3%，领先67.5%），Unity Software Inc.同比增速更快（17.0% vs 9.4%），Unity Software Inc.自由现金流更多（$66.5M vs $36.1M），过去两年Unity Software Inc.的营收复合增速更高（6.4% vs 3.4%）
AdvanSix Inc.是一家美国化工企业，主营尼龙6以及己内酰胺、硫酸铵肥料等相关化工产品。该公司原为霍尼韦尔旗下树脂与化工事业部，于2016年分拆独立，2019年预估营收达14亿美元，其企业历史可追溯至1884年在宾夕法尼亚州法兰克福成立的H. W. Jayne公司。
Unity Software Inc.是总部位于美国旧金山的游戏软件开发企业，2004年于丹麦成立时原名为Over the Edge Entertainment，2007年更为现名。公司核心产品Unity游戏引擎全球应用广泛，可用于开发各类电子游戏及其他互动应用，商业化授权服务覆盖全球客户。
ASIX vs U — 直观对比
营收规模更大
U
是对方的1.4倍
$359.9M
营收增速更快
U
高出7.6%
9.4%
净利率更高
ASIX
高出67.5%
-68.3%
自由现金流更多
U
多$30.3M
$36.1M
两年增速更快
U
近两年复合增速
3.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $359.9M | $508.2M |
| 净利润 | $-2.8M | $-346.9M |
| 毛利率 | 7.6% | 30.8% |
| 营业利润率 | -0.7% | 0.0% |
| 净利率 | -0.8% | -68.3% |
| 营收同比 | 9.4% | 17.0% |
| 净利润同比 | -892.9% | — |
| 每股收益（稀释后） | $-0.11 | $-0.80 |
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ASIXU
| Q1 26 | — | $508.2M | ||
| Q4 25 | $359.9M | $503.1M | ||
| Q3 25 | $374.5M | $470.6M | ||
| Q2 25 | $410.0M | $440.9M | ||
| Q1 25 | $377.8M | $435.0M | ||
| Q4 24 | $329.1M | $457.1M | ||
| Q3 24 | $398.2M | $446.5M | ||
| Q2 24 | $453.5M | $449.3M |
净利润ASIXU
| Q1 26 | — | $-346.9M | ||
| Q4 25 | $-2.8M | $-90.0M | ||
| Q3 25 | $-2.6M | $-126.4M | ||
| Q2 25 | $31.4M | $-108.8M | ||
| Q1 25 | $23.3M | $-77.6M | ||
| Q4 24 | $352.0K | $-122.7M | ||
| Q3 24 | $22.3M | $-124.7M | ||
| Q2 24 | $38.9M | $-125.6M |
毛利率ASIXU
| Q1 26 | — | 30.8% | ||
| Q4 25 | 7.6% | 74.3% | ||
| Q3 25 | 6.8% | 74.4% | ||
| Q2 25 | 14.3% | 74.1% | ||
| Q1 25 | 14.2% | 73.8% | ||
| Q4 24 | 3.4% | 74.7% | ||
| Q3 24 | 14.4% | 74.9% | ||
| Q2 24 | 17.9% | 75.8% |
营业利润率ASIXU
| Q1 26 | — | 0.0% | ||
| Q4 25 | -0.7% | -21.2% | ||
| Q3 25 | -0.9% | -26.7% | ||
| Q2 25 | 7.7% | -26.9% | ||
| Q1 25 | 7.7% | -29.4% | ||
| Q4 24 | -3.9% | -27.1% | ||
| Q3 24 | 7.5% | -28.5% | ||
| Q2 24 | 11.5% | -28.8% |
净利率ASIXU
| Q1 26 | — | -68.3% | ||
| Q4 25 | -0.8% | -17.9% | ||
| Q3 25 | -0.7% | -26.9% | ||
| Q2 25 | 7.7% | -24.7% | ||
| Q1 25 | 6.2% | -17.8% | ||
| Q4 24 | 0.1% | -26.8% | ||
| Q3 24 | 5.6% | -27.9% | ||
| Q2 24 | 8.6% | -28.0% |
每股收益（稀释后）ASIXU
| Q1 26 | — | $-0.80 | ||
| Q4 25 | $-0.11 | $-0.21 | ||
| Q3 25 | $-0.10 | $-0.30 | ||
| Q2 25 | $1.15 | $-0.26 | ||
| Q1 25 | $0.86 | $-0.19 | ||
| Q4 24 | $0.02 | $-0.30 | ||
| Q3 24 | $0.82 | $-0.31 | ||
| Q2 24 | $1.43 | $-0.32 |
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 | $19.8M | $2.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $815.2M | $3.0B |
| 总资产 | $1.7B | $6.5B |
| 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ASIXU
| Q1 26 | — | $2.1B | ||
| Q4 25 | $19.8M | $2.1B | ||
| Q3 25 | $23.7M | $1.9B | ||
| Q2 25 | $18.4M | $1.7B | ||
| Q1 25 | $8.3M | $1.5B | ||
| Q4 24 | $19.6M | $1.5B | ||
| Q3 24 | $17.3M | $1.4B | ||
| Q2 24 | $12.1M | $1.3B |
股东权益ASIXU
| Q1 26 | — | $3.0B | ||
| Q4 25 | $815.2M | $3.2B | ||
| Q3 25 | $818.2M | $3.2B | ||
| Q2 25 | $823.7M | $3.2B | ||
| Q1 25 | $794.4M | $3.2B | ||
| Q4 24 | $774.6M | $3.2B | ||
| Q3 24 | $766.4M | $3.2B | ||
| Q2 24 | $746.6M | $3.2B |
总资产ASIXU
| Q1 26 | — | $6.5B | ||
| Q4 25 | $1.7B | $6.8B | ||
| Q3 25 | $1.7B | $6.8B | ||
| Q2 25 | $1.6B | $6.7B | ||
| Q1 25 | $1.6B | $6.6B | ||
| Q4 24 | $1.6B | $6.7B | ||
| Q3 24 | $1.5B | $6.7B | ||
| Q2 24 | $1.5B | $6.7B |
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 | $63.7M | $71.3M |
| 自由现金流经营现金流 - 资本支出 | $36.1M | $66.5M |
| 自由现金流率自由现金流/营收 | 10.0% | 13.1% |
| 资本支出强度资本支出/营收 | 7.7% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $6.4M | $463.1M |
8季度趋势，按日历期对齐
经营现金流ASIXU
| Q1 26 | — | $71.3M | ||
| Q4 25 | $63.7M | $121.4M | ||
| Q3 25 | $26.6M | $155.4M | ||
| Q2 25 | $21.1M | $133.1M | ||
| Q1 25 | $11.4M | $13.0M | ||
| Q4 24 | $64.2M | $112.2M | ||
| Q3 24 | $57.3M | $122.4M | ||
| Q2 24 | $50.2M | $88.4M |
自由现金流ASIXU
| Q1 26 | — | $66.5M | ||
| Q4 25 | $36.1M | $118.7M | ||
| Q3 25 | $66.0K | $151.3M | ||
| Q2 25 | $-7.2M | $126.7M | ||
| Q1 25 | $-22.6M | $7.3M | ||
| Q4 24 | $29.8M | $105.8M | ||
| Q3 24 | $26.8M | $115.2M | ||
| Q2 24 | $16.7M | $79.6M |
自由现金流率ASIXU
| Q1 26 | — | 13.1% | ||
| Q4 25 | 10.0% | 23.6% | ||
| Q3 25 | 0.0% | 32.1% | ||
| Q2 25 | -1.7% | 28.7% | ||
| Q1 25 | -6.0% | 1.7% | ||
| Q4 24 | 9.1% | 23.1% | ||
| Q3 24 | 6.7% | 25.8% | ||
| Q2 24 | 3.7% | 17.7% |
资本支出强度ASIXU
| Q1 26 | — | — | ||
| Q4 25 | 7.7% | 0.5% | ||
| Q3 25 | 7.1% | 0.9% | ||
| Q2 25 | 6.9% | 1.5% | ||
| Q1 25 | 9.0% | 1.3% | ||
| Q4 24 | 10.4% | 1.4% | ||
| Q3 24 | 7.7% | 1.6% | ||
| Q2 24 | 7.4% | 2.0% |
现金转化率ASIXU
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.67× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 182.29× | — | ||
| Q3 24 | 2.57× | — | ||
| Q2 24 | 1.29× | — |
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
ASIX
| Plant Nutrients | $140.0M | 39% |
| Chemical Intermediates | $92.8M | 26% |
| Caprolactam | $64.4M | 18% |
| Nylon Resins | $62.8M | 17% |
U
| Strategic | $432.4M | 85% |
| Other | $75.8M | 15% |
