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ATI INC(ATI)与NWPX Infrastructure, Inc.(NWPX)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NWPX Infrastructure, Inc.的9.4倍($1.2B vs $125.6M)。ATI INC净利率更高(8.2% vs 7.1%,领先1.1%)。NWPX Infrastructure, Inc.同比增速更快(5.0% vs 0.4%)。ATI INC自由现金流更多($223.1M vs $30.8M)。过去两年ATI INC的营收复合增速更高(6.2% vs 5.3%)
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。
ATI vs NWPX — 直观对比
营收规模更大
ATI
是对方的9.4倍
$125.6M
营收增速更快
NWPX
高出4.7%
0.4%
净利率更高
ATI
高出1.1%
7.1%
自由现金流更多
ATI
多$192.3M
$30.8M
两年增速更快
ATI
近两年复合增速
5.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $125.6M |
| 净利润 | $96.6M | $8.9M |
| 毛利率 | 23.2% | 21.3% |
| 营业利润率 | 14.5% | 10.4% |
| 净利率 | 8.2% | 7.1% |
| 营收同比 | 0.4% | 5.0% |
| 净利润同比 | -29.5% | -12.1% |
| 每股收益(稀释后) | $0.70 | $0.88 |
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
NWPX
| Q4 25 | $1.2B | $125.6M | ||
| Q3 25 | $1.1B | $151.1M | ||
| Q2 25 | $1.1B | $133.2M | ||
| Q1 25 | $1.1B | $116.1M | ||
| Q4 24 | $1.2B | $119.6M | ||
| Q3 24 | $1.1B | $130.2M | ||
| Q2 24 | $1.1B | $129.5M | ||
| Q1 24 | $1.0B | $113.2M |
净利润
ATI
NWPX
| Q4 25 | $96.6M | $8.9M | ||
| Q3 25 | $110.0M | $13.5M | ||
| Q2 25 | $100.7M | $9.1M | ||
| Q1 25 | $97.0M | $4.0M | ||
| Q4 24 | $137.1M | $10.1M | ||
| Q3 24 | $82.7M | $10.3M | ||
| Q2 24 | $81.9M | $8.6M | ||
| Q1 24 | $66.1M | $5.2M |
毛利率
ATI
NWPX
| Q4 25 | 23.2% | 21.3% | ||
| Q3 25 | 22.7% | 21.3% | ||
| Q2 25 | 21.3% | 19.0% | ||
| Q1 25 | 20.6% | 16.7% | ||
| Q4 24 | 21.2% | 18.8% | ||
| Q3 24 | 21.4% | 20.8% | ||
| Q2 24 | 20.8% | 19.9% | ||
| Q1 24 | 18.9% | 17.8% |
营业利润率
ATI
NWPX
| Q4 25 | 14.5% | 10.4% | ||
| Q3 25 | 14.4% | 12.6% | ||
| Q2 25 | 14.1% | 9.9% | ||
| Q1 25 | 12.8% | 4.8% | ||
| Q4 24 | 17.8% | 8.8% | ||
| Q3 24 | 13.5% | 11.9% | ||
| Q2 24 | 13.0% | 10.5% | ||
| Q1 24 | 11.0% | 7.7% |
净利率
ATI
NWPX
| Q4 25 | 8.2% | 7.1% | ||
| Q3 25 | 9.8% | 8.9% | ||
| Q2 25 | 8.8% | 6.8% | ||
| Q1 25 | 8.5% | 3.4% | ||
| Q4 24 | 11.7% | 8.4% | ||
| Q3 24 | 7.9% | 7.9% | ||
| Q2 24 | 7.5% | 6.7% | ||
| Q1 24 | 6.3% | 4.6% |
每股收益(稀释后)
ATI
NWPX
| Q4 25 | $0.70 | $0.88 | ||
| Q3 25 | $0.78 | $1.38 | ||
| Q2 25 | $0.70 | $0.91 | ||
| Q1 25 | $0.67 | $0.39 | ||
| Q4 24 | $0.94 | $1.00 | ||
| Q3 24 | $0.57 | $1.02 | ||
| Q2 24 | $0.58 | $0.86 | ||
| Q1 24 | $0.46 | $0.52 |
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 | $2.3M |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | $1.8B | $394.8M |
| 总资产 | $5.1B | $579.6M |
| 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
NWPX
| Q4 25 | $416.7M | $2.3M | ||
| Q3 25 | $372.2M | $2.7M | ||
| Q2 25 | $319.6M | $2.0M | ||
| Q1 25 | $475.8M | $5.3M | ||
| Q4 24 | $721.2M | $5.0M | ||
| Q3 24 | $406.6M | $5.7M | ||
| Q2 24 | $425.6M | $4.5M | ||
| Q1 24 | $394.4M | $4.3M |
总债务
ATI
NWPX
| 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 | — | ||
| Q1 24 | $2.1B | — |
股东权益
ATI
NWPX
| Q4 25 | $1.8B | $394.8M | ||
| Q3 25 | $1.7B | $386.4M | ||
| Q2 25 | $1.7B | $379.5M | ||
| Q1 25 | $1.9B | $378.5M | ||
| Q4 24 | $1.9B | $374.0M | ||
| Q3 24 | $1.8B | $362.4M | ||
| Q2 24 | $1.4B | $351.2M | ||
| Q1 24 | $1.3B | $342.6M |
总资产
ATI
NWPX
| Q4 25 | $5.1B | $579.6M | ||
| Q3 25 | $5.0B | $605.2M | ||
| Q2 25 | $5.0B | $592.6M | ||
| Q1 25 | $5.2B | $582.2M | ||
| Q4 24 | $5.2B | $589.7M | ||
| Q3 24 | $5.1B | $617.2M | ||
| Q2 24 | $4.9B | $631.7M | ||
| Q1 24 | $4.8B | $621.3M |
负债/权益比
ATI
NWPX
| 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× | — | ||
| Q1 24 | 1.70× | — |
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 | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $223.1M | $30.8M |
| 自由现金流率自由现金流/营收 | 19.0% | 24.5% |
| 资本支出强度资本支出/营收 | 7.9% | 4.1% |
| 现金转化率经营现金流/净利润 | 3.27× | 4.06× |
| 过去12个月自由现金流最近4个季度 | $333.7M | $47.1M |
8季度趋势,按日历期对齐
经营现金流
ATI
NWPX
| Q4 25 | $315.8M | $36.0M | ||
| Q3 25 | $229.5M | $21.0M | ||
| Q2 25 | $161.5M | $5.4M | ||
| Q1 25 | $-92.5M | $4.8M | ||
| Q4 24 | $380.9M | $36.1M | ||
| Q3 24 | $24.0M | $22.7M | ||
| Q2 24 | $101.1M | $22.3M | ||
| Q1 24 | $-98.8M | $-26.1M |
自由现金流
ATI
NWPX
| Q4 25 | $223.1M | $30.8M | ||
| Q3 25 | $167.0M | $13.2M | ||
| Q2 25 | $89.4M | $1.9M | ||
| Q1 25 | $-145.8M | $1.2M | ||
| Q4 24 | $333.6M | $31.9M | ||
| Q3 24 | $-41.8M | $16.8M | ||
| Q2 24 | $40.9M | $16.2M | ||
| Q1 24 | $-164.6M | $-30.7M |
自由现金流率
ATI
NWPX
| Q4 25 | 19.0% | 24.5% | ||
| Q3 25 | 14.8% | 8.7% | ||
| Q2 25 | 7.8% | 1.4% | ||
| Q1 25 | -12.7% | 1.0% | ||
| Q4 24 | 28.4% | 26.7% | ||
| Q3 24 | -4.0% | 12.9% | ||
| Q2 24 | 3.7% | 12.5% | ||
| Q1 24 | -15.8% | -27.1% |
资本支出强度
ATI
NWPX
| Q4 25 | 7.9% | 4.1% | ||
| Q3 25 | 5.6% | 5.2% | ||
| Q2 25 | 6.3% | 2.6% | ||
| Q1 25 | 4.7% | 3.2% | ||
| Q4 24 | 4.0% | 3.5% | ||
| Q3 24 | 6.3% | 4.6% | ||
| Q2 24 | 5.5% | 4.7% | ||
| Q1 24 | 6.3% | 4.0% |
现金转化率
ATI
NWPX
| Q4 25 | 3.27× | 4.06× | ||
| Q3 25 | 2.09× | 1.55× | ||
| Q2 25 | 1.60× | 0.60× | ||
| Q1 25 | -0.95× | 1.22× | ||
| Q4 24 | 2.78× | 3.58× | ||
| Q3 24 | 0.29× | 2.22× | ||
| Q2 24 | 1.23× | 2.58× | ||
| Q1 24 | -1.49× | -4.98× |
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% |
NWPX
| Transferred Over Time | $84.0M | 67% |
| Precast Infrastructure And Engineered Systems | $41.7M | 33% |