vs
ATI INC（ATI）与罗宾汉（HOOD）财务数据对比。点击上方公司名可切换其他公司
ATI INC的季度营收约是罗宾汉的1.3倍（$1.2B vs $927.0M），罗宾汉净利率更高（36.2% vs 8.2%，领先28.0%），ATI INC同比增速更快（0.4% vs -27.7%），过去两年罗宾汉的营收复合增速更高（16.6% vs 6.2%）
ATI是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（GPU）及芯片组研发。公司成立于1985年，1993年公开上市，2006年被AMD收购。作为无晶圆厂半导体巨头，ATI坚持自主研发，生产组装环节外包，2000年竞争对手3dfx破产后，成为全球图形芯片领域的核心厂商之一。
罗宾汉市场（Robinhood Markets, Inc.）是总部位于美国加利福尼亚州门洛帕克的金融服务企业，旗下电子交易平台支持股票、ETF、期权、期货、加密货币等品类交易，还提供加密货币钱包、财富管理、信用卡等金融服务，部分银行服务与FDIC投保银行合作推出，同时运营新闻网站Sherwood.News。
ATI vs HOOD — 直观对比
营收规模更大
ATI
是对方的1.3倍
$927.0M
营收增速更快
ATI
高出28.1%
-27.7%
净利率更高
HOOD
高出28.0%
8.2%
两年增速更快
HOOD
近两年复合增速
6.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $927.0M |
| 净利润 | $96.6M | $336.0M |
| 毛利率 | 23.2% | — |
| 营业利润率 | 14.5% | — |
| 净利率 | 8.2% | 36.2% |
| 营收同比 | 0.4% | -27.7% |
| 净利润同比 | -29.5% | -2.9% |
| 每股收益（稀释后） | $0.70 | $336.00 |
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ATIHOOD
| Q1 26 | — | $927.0M | ||
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.1B | $989.0M | ||
| Q1 25 | $1.1B | $927.0M | ||
| Q4 24 | $1.2B | $1.0B | ||
| Q3 24 | $1.1B | $637.0M | ||
| Q2 24 | $1.1B | $682.0M |
净利润ATIHOOD
| Q1 26 | — | $336.0M | ||
| Q4 25 | $96.6M | $605.0M | ||
| Q3 25 | $110.0M | $556.0M | ||
| Q2 25 | $100.7M | $386.0M | ||
| Q1 25 | $97.0M | $336.0M | ||
| Q4 24 | $137.1M | $916.0M | ||
| Q3 24 | $82.7M | $150.0M | ||
| Q2 24 | $81.9M | $188.0M |
毛利率ATIHOOD
| Q1 26 | — | — | ||
| Q4 25 | 23.2% | — | ||
| Q3 25 | 22.7% | — | ||
| Q2 25 | 21.3% | — | ||
| Q1 25 | 20.6% | — | ||
| Q4 24 | 21.2% | — | ||
| Q3 24 | 21.4% | — | ||
| Q2 24 | 20.8% | — |
营业利润率ATIHOOD
| Q1 26 | — | — | ||
| Q4 25 | 14.5% | 51.5% | ||
| Q3 25 | 14.4% | 49.8% | ||
| Q2 25 | 14.1% | 44.7% | ||
| Q1 25 | 12.8% | 40.0% | ||
| Q4 24 | 17.8% | 55.0% | ||
| Q3 24 | 13.5% | 24.0% | ||
| Q2 24 | 13.0% | 28.0% |
净利率ATIHOOD
| Q1 26 | — | 36.2% | ||
| Q4 25 | 8.2% | 47.2% | ||
| Q3 25 | 9.8% | 43.6% | ||
| Q2 25 | 8.8% | 39.0% | ||
| Q1 25 | 8.5% | 36.2% | ||
| Q4 24 | 11.7% | 90.3% | ||
| Q3 24 | 7.9% | 23.5% | ||
| Q2 24 | 7.5% | 27.6% |
每股收益（稀释后）ATIHOOD
| Q1 26 | — | $336.00 | ||
| Q4 25 | $0.70 | $0.65 | ||
| Q3 25 | $0.78 | $0.61 | ||
| Q2 25 | $0.70 | $0.42 | ||
| Q1 25 | $0.67 | $0.37 | ||
| Q4 24 | $0.94 | $1.00 | ||
| Q3 24 | $0.57 | $0.17 | ||
| Q2 24 | $0.58 | $0.21 |
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 | $416.7M | $4.3B |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | $1.8B | $9.2B |
| 总资产 | $5.1B | $38.1B |
| 负债/权益比越低杠杆越低 | 0.95× | — |
8季度趋势，按日历期对齐
现金及短期投资ATIHOOD
| Q1 26 | — | $4.3B | ||
| Q4 25 | $416.7M | $4.3B | ||
| Q3 25 | $372.2M | $4.3B | ||
| Q2 25 | $319.6M | $4.2B | ||
| Q1 25 | $475.8M | $4.4B | ||
| Q4 24 | $721.2M | $4.3B | ||
| Q3 24 | $406.6M | $4.6B | ||
| Q2 24 | $425.6M | $4.5B |
总债务ATIHOOD
| Q1 26 | — | — | ||
| 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 | — |
股东权益ATIHOOD
| Q1 26 | — | $9.2B | ||
| Q4 25 | $1.8B | $9.2B | ||
| Q3 25 | $1.7B | $8.6B | ||
| Q2 25 | $1.7B | $8.1B | ||
| Q1 25 | $1.9B | $8.0B | ||
| Q4 24 | $1.9B | $8.0B | ||
| Q3 24 | $1.8B | $7.2B | ||
| Q2 24 | $1.4B | $7.1B |
总资产ATIHOOD
| Q1 26 | — | $38.1B | ||
| Q4 25 | $5.1B | $38.1B | ||
| Q3 25 | $5.0B | $41.5B | ||
| Q2 25 | $5.0B | $35.3B | ||
| Q1 25 | $5.2B | $27.5B | ||
| Q4 24 | $5.2B | $26.2B | ||
| Q3 24 | $5.1B | $43.2B | ||
| Q2 24 | $4.9B | $41.3B |
负债/权益比ATIHOOD
| Q1 26 | — | — | ||
| 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× | — |
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 | $315.8M | $642.0M |
| 自由现金流经营现金流 - 资本支出 | $223.1M | — |
| 自由现金流率自由现金流/营收 | 19.0% | — |
| 资本支出强度资本支出/营收 | 7.9% | — |
| 现金转化率经营现金流/净利润 | 3.27× | 1.91× |
| 过去12个月自由现金流最近4个季度 | $333.7M | — |
8季度趋势，按日历期对齐
经营现金流ATIHOOD
| Q1 26 | — | $642.0M | ||
| Q4 25 | $315.8M | $-937.0M | ||
| Q3 25 | $229.5M | $-1.6B | ||
| Q2 25 | $161.5M | $3.5B | ||
| Q1 25 | $-92.5M | $642.0M | ||
| Q4 24 | $380.9M | $-1.4B | ||
| Q3 24 | $24.0M | $1.8B | ||
| Q2 24 | $101.1M | $54.0M |
自由现金流ATIHOOD
| Q1 26 | — | — | ||
| Q4 25 | $223.1M | — | ||
| Q3 25 | $167.0M | — | ||
| Q2 25 | $89.4M | — | ||
| Q1 25 | $-145.8M | — | ||
| Q4 24 | $333.6M | — | ||
| Q3 24 | $-41.8M | — | ||
| Q2 24 | $40.9M | — |
自由现金流率ATIHOOD
| Q1 26 | — | — | ||
| Q4 25 | 19.0% | — | ||
| Q3 25 | 14.8% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | -12.7% | — | ||
| Q4 24 | 28.4% | — | ||
| Q3 24 | -4.0% | — | ||
| Q2 24 | 3.7% | — |
资本支出强度ATIHOOD
| Q1 26 | — | — | ||
| Q4 25 | 7.9% | — | ||
| Q3 25 | 5.6% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 6.3% | — | ||
| Q2 24 | 5.5% | — |
现金转化率ATIHOOD
| Q1 26 | — | 1.91× | ||
| Q4 25 | 3.27× | -1.55× | ||
| Q3 25 | 2.09× | -2.83× | ||
| Q2 25 | 1.60× | 9.09× | ||
| Q1 25 | -0.95× | 1.91× | ||
| Q4 24 | 2.78× | -1.53× | ||
| Q3 24 | 0.29× | 12.08× | ||
| Q2 24 | 1.23× | 0.29× |
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
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% |
HOOD
| Transaction-based revenues | $583.0M | 63% |
| Other | $290.0M | 31% |
| Other revenues | $54.0M | 6% |
