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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
是对方的1.3倍
$871.0M
营收增速更快
IESC
高出15.6%
0.6%
净利率更高
IESC
高出0.3%
10.3%
两年增速更快
IESC
近两年复合增速
2.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 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
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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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
暂无分部数据
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |