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ATI INC(ATI)与IES Holdings, Inc.(IESC)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IES Holdings, Inc.的1.3倍($1.2B vs $871.0M),IES Holdings, Inc.净利率更高(10.5% vs 10.3%,领先0.3%),IES Holdings, Inc.同比增速更快(16.2% vs 0.6%),过去两年IES Holdings, Inc.的营收复合增速更高(11.1% vs 2.5%)

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。

IES Holdings, Inc.前身为Integrated Electrical Services, Inc.,主营业务为集成电气及技术系统的设计与安装,同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。

ATI vs IESC — 直观对比

营收规模更大
ATI
ATI
是对方的1.3倍
ATI
$1.2B
$871.0M
IESC
营收增速更快
IESC
IESC
高出15.6%
IESC
16.2%
0.6%
ATI
净利率更高
IESC
IESC
高出0.3%
IESC
10.5%
10.3%
ATI
两年增速更快
IESC
IESC
近两年复合增速
IESC
11.1%
2.5%
ATI

损益表 — Q1 FY2026 vs Q1 FY2026

指标
ATI
ATI
IESC
IESC
营收
$1.2B
$871.0M
净利润
$118.2M
$91.8M
毛利率
22.8%
25.3%
营业利润率
14.2%
11.2%
净利率
10.3%
10.5%
营收同比
0.6%
16.2%
净利润同比
21.9%
59.1%
每股收益(稀释后)
$0.85
$4.51

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
ATI
ATI
IESC
IESC
Q1 26
$1.2B
Q4 25
$1.2B
$871.0M
Q3 25
$1.1B
$897.8M
Q2 25
$1.1B
$890.2M
Q1 25
$1.1B
$834.0M
Q4 24
$1.2B
$749.5M
Q3 24
$1.1B
$775.8M
Q2 24
$1.1B
$768.4M
净利润
ATI
ATI
IESC
IESC
Q1 26
$118.2M
Q4 25
$96.6M
$91.8M
Q3 25
$110.0M
$102.3M
Q2 25
$100.7M
$79.3M
Q1 25
$97.0M
$72.6M
Q4 24
$137.1M
$57.7M
Q3 24
$82.7M
$65.5M
Q2 24
$81.9M
$66.6M
毛利率
ATI
ATI
IESC
IESC
Q1 26
22.8%
Q4 25
23.2%
25.3%
Q3 25
22.7%
26.0%
Q2 25
21.3%
26.9%
Q1 25
20.6%
25.0%
Q4 24
21.2%
23.8%
Q3 24
21.4%
24.0%
Q2 24
20.8%
25.3%
营业利润率
ATI
ATI
IESC
IESC
Q1 26
14.2%
Q4 25
14.5%
11.2%
Q3 25
14.4%
11.6%
Q2 25
14.1%
12.6%
Q1 25
12.8%
11.1%
Q4 24
17.8%
10.0%
Q3 24
13.5%
9.7%
Q2 24
13.0%
11.7%
净利率
ATI
ATI
IESC
IESC
Q1 26
10.3%
Q4 25
8.2%
10.5%
Q3 25
9.8%
11.4%
Q2 25
8.8%
8.9%
Q1 25
8.5%
8.7%
Q4 24
11.7%
7.7%
Q3 24
7.9%
8.4%
Q2 24
7.5%
8.7%
每股收益(稀释后)
ATI
ATI
IESC
IESC
Q1 26
$0.85
Q4 25
$0.70
$4.51
Q3 25
$0.78
$4.99
Q2 25
$0.70
$3.81
Q1 25
$0.67
$3.50
Q4 24
$0.94
$2.72
Q3 24
$0.57
$3.06
Q2 24
$0.58
$2.67

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
ATI
ATI
IESC
IESC
现金及短期投资手头流动性
$401.7M
$258.7M
总债务越低越好
$1.8B
股东权益账面价值
$1.9B
$961.1M
总资产
$5.2B
$1.7B
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
ATI
ATI
IESC
IESC
Q1 26
$401.7M
Q4 25
$416.7M
$258.7M
Q3 25
$372.2M
$231.8M
Q2 25
$319.6M
$168.3M
Q1 25
$475.8M
$88.3M
Q4 24
$721.2M
$112.0M
Q3 24
$406.6M
$135.8M
Q2 24
$425.6M
$44.9M
总债务
ATI
ATI
IESC
IESC
Q1 26
$1.8B
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
ATI
ATI
IESC
IESC
Q1 26
$1.9B
Q4 25
$1.8B
$961.1M
Q3 25
$1.7B
$884.0M
Q2 25
$1.7B
$781.4M
Q1 25
$1.9B
$705.8M
Q4 24
$1.9B
$652.4M
Q3 24
$1.8B
$611.1M
Q2 24
$1.4B
$567.5M
总资产
ATI
ATI
IESC
IESC
Q1 26
$5.2B
Q4 25
$5.1B
$1.7B
Q3 25
$5.0B
$1.6B
Q2 25
$5.0B
$1.5B
Q1 25
$5.2B
$1.4B
Q4 24
$5.2B
$1.3B
Q3 24
$5.1B
$1.2B
Q2 24
$4.9B
$1.2B
负债/权益比
ATI
ATI
IESC
IESC
Q1 26
0.95×
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
ATI
ATI
IESC
IESC
经营现金流最新季度
$27.7M
自由现金流经营现金流 - 资本支出
$-18.9M
自由现金流率自由现金流/营收
-2.2%
资本支出强度资本支出/营收
5.3%
现金转化率经营现金流/净利润
0.30×
过去12个月自由现金流最近4个季度
$175.9M

8季度趋势,按日历期对齐

经营现金流
ATI
ATI
IESC
IESC
Q1 26
Q4 25
$315.8M
$27.7M
Q3 25
$229.5M
$132.0M
Q2 25
$161.5M
$92.0M
Q1 25
$-92.5M
$24.8M
Q4 24
$380.9M
$37.3M
Q3 24
$24.0M
$92.8M
Q2 24
$101.1M
$82.9M
自由现金流
ATI
ATI
IESC
IESC
Q1 26
Q4 25
$223.1M
$-18.9M
Q3 25
$167.0M
$112.0M
Q2 25
$89.4M
$74.8M
Q1 25
$-145.8M
$7.9M
Q4 24
$333.6M
$24.1M
Q3 24
$-41.8M
$78.5M
Q2 24
$40.9M
$65.4M
自由现金流率
ATI
ATI
IESC
IESC
Q1 26
Q4 25
19.0%
-2.2%
Q3 25
14.8%
12.5%
Q2 25
7.8%
8.4%
Q1 25
-12.7%
0.9%
Q4 24
28.4%
3.2%
Q3 24
-4.0%
10.1%
Q2 24
3.7%
8.5%
资本支出强度
ATI
ATI
IESC
IESC
Q1 26
Q4 25
7.9%
5.3%
Q3 25
5.6%
2.2%
Q2 25
6.3%
1.9%
Q1 25
4.7%
2.0%
Q4 24
4.0%
1.8%
Q3 24
6.3%
1.8%
Q2 24
5.5%
2.3%
现金转化率
ATI
ATI
IESC
IESC
Q1 26
Q4 25
3.27×
0.30×
Q3 25
2.09×
1.29×
Q2 25
1.60×
1.16×
Q1 25
-0.95×
0.34×
Q4 24
2.78×
0.65×
Q3 24
0.29×
1.42×
Q2 24
1.23×
1.24×

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
ATI

暂无分部数据

IESC
IESC

Communications$351.9M40%
Single Family Electrical Contracts$137.0M16%
Custom Engineered Solutions$116.0M13%
Commercialand Industrial$94.8M11%
Single Family Contracts Plumbing HVAC$82.9M10%
Multi Familyand Other$64.2M7%
Industrial Services$24.2M3%

相关对比