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ATI INC(ATI)与瑞思迈(RMD)财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是ATI INC的1.2倍($1.4B vs $1.2B),瑞思迈净利率更高(27.6% vs 10.3%,领先17.3%),瑞思迈同比增速更快(11.0% vs 0.6%),过去两年瑞思迈的营收复合增速更高(7.9% 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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业,主打可接入云端的呼吸类医疗设备,用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病,新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
ATI vs RMD — 直观对比
营收规模更大
RMD
是对方的1.2倍
$1.2B
营收增速更快
RMD
高出10.4%
0.6%
净利率更高
RMD
高出17.3%
10.3%
两年增速更快
RMD
近两年复合增速
2.5%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $1.4B |
| 净利润 | $118.2M | $392.6M |
| 毛利率 | 22.8% | 61.8% |
| 营业利润率 | 14.2% | 34.6% |
| 净利率 | 10.3% | 27.6% |
| 营收同比 | 0.6% | 11.0% |
| 净利润同比 | 21.9% | 13.9% |
| 每股收益(稀释后) | $0.85 | $2.68 |
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
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.1B | $1.2B |
净利润
ATI
RMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $118.2M | — | ||
| Q4 25 | $96.6M | $392.6M | ||
| Q3 25 | $110.0M | $348.5M | ||
| Q2 25 | $100.7M | $379.7M | ||
| Q1 25 | $97.0M | $365.0M | ||
| Q4 24 | $137.1M | $344.6M | ||
| Q3 24 | $82.7M | $311.4M |
毛利率
ATI
RMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | 22.8% | — | ||
| Q4 25 | 23.2% | 61.8% | ||
| Q3 25 | 22.7% | 61.5% | ||
| Q2 25 | 21.3% | 60.8% | ||
| Q1 25 | 20.6% | 59.3% | ||
| Q4 24 | 21.2% | 58.6% | ||
| Q3 24 | 21.4% | 58.6% |
营业利润率
ATI
RMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | 14.2% | — | ||
| Q4 25 | 14.5% | 34.6% | ||
| Q3 25 | 14.4% | 33.4% | ||
| Q2 25 | 14.1% | 33.7% | ||
| Q1 25 | 12.8% | 33.0% | ||
| Q4 24 | 17.8% | 32.5% | ||
| Q3 24 | 13.5% | 31.6% |
净利率
ATI
RMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 10.3% | — | ||
| Q4 25 | 8.2% | 27.6% | ||
| Q3 25 | 9.8% | 26.1% | ||
| Q2 25 | 8.8% | 28.2% | ||
| Q1 25 | 8.5% | 28.3% | ||
| Q4 24 | 11.7% | 26.9% | ||
| Q3 24 | 7.9% | 25.4% |
每股收益(稀释后)
ATI
RMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | $0.85 | — | ||
| Q4 25 | $0.70 | $2.68 | ||
| Q3 25 | $0.78 | $2.37 | ||
| Q2 25 | $0.70 | $2.58 | ||
| Q1 25 | $0.67 | $2.48 | ||
| Q4 24 | $0.94 | $2.34 | ||
| Q3 24 | $0.57 | $2.11 |
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 | $1.4B |
| 总债务越低越好 | $1.8B | $663.8M |
| 股东权益账面价值 | $1.9B | $6.3B |
| 总资产 | $5.2B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.95× | 0.11× |
8季度趋势,按日历期对齐
现金及短期投资
ATI
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $401.7M | — | ||
| Q4 25 | $416.7M | $1.4B | ||
| Q3 25 | $372.2M | $1.4B | ||
| Q2 25 | $319.6M | $1.2B | ||
| Q1 25 | $475.8M | $932.7M | ||
| Q4 24 | $721.2M | $521.9M | ||
| Q3 24 | $406.6M | $426.4M |
总债务
ATI
RMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.7B | $403.9M | ||
| Q3 25 | $1.7B | $408.7M | ||
| Q2 25 | $1.7B | $658.4M | ||
| Q1 25 | $1.7B | $663.1M | ||
| Q4 24 | $1.7B | $662.9M | ||
| Q3 24 | $1.9B | $667.6M |
股东权益
ATI
RMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | $6.3B | ||
| Q3 25 | $1.7B | $6.1B | ||
| Q2 25 | $1.7B | $6.0B | ||
| Q1 25 | $1.9B | $5.5B | ||
| Q4 24 | $1.9B | $5.3B | ||
| Q3 24 | $1.8B | $5.2B |
总资产
ATI
RMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.1B | $8.5B | ||
| Q3 25 | $5.0B | $8.3B | ||
| Q2 25 | $5.0B | $8.2B | ||
| Q1 25 | $5.2B | $7.6B | ||
| Q4 24 | $5.2B | $7.1B | ||
| Q3 24 | $5.1B | $7.2B |
负债/权益比
ATI
RMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | 0.95× | — | ||
| Q4 25 | 0.95× | 0.06× | ||
| Q3 25 | 1.00× | 0.07× | ||
| Q2 25 | 0.98× | 0.11× | ||
| Q1 25 | 0.91× | 0.12× | ||
| Q4 24 | 0.93× | 0.13× | ||
| Q3 24 | 1.04× | 0.13× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $74.6M | — |
| 自由现金流率自由现金流/营收 | 6.5% | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | $554.1M | — |
8季度趋势,按日历期对齐
经营现金流
ATI
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $315.8M | $339.7M | ||
| Q3 25 | $229.5M | $457.3M | ||
| Q2 25 | $161.5M | $538.8M | ||
| Q1 25 | $-92.5M | $578.7M | ||
| Q4 24 | $380.9M | $308.6M | ||
| Q3 24 | $24.0M | $325.5M |
自由现金流
ATI
RMD
| Q2 26 | — | — | ||
| Q1 26 | $74.6M | — | ||
| Q4 25 | $223.1M | $311.2M | ||
| Q3 25 | $167.0M | $414.4M | ||
| Q2 25 | $89.4M | $508.2M | ||
| Q1 25 | $-145.8M | $557.9M | ||
| Q4 24 | $333.6M | $288.0M | ||
| Q3 24 | $-41.8M | $307.7M |
自由现金流率
ATI
RMD
| Q2 26 | — | — | ||
| Q1 26 | 6.5% | — | ||
| Q4 25 | 19.0% | 21.9% | ||
| Q3 25 | 14.8% | 31.0% | ||
| Q2 25 | 7.8% | 37.7% | ||
| Q1 25 | -12.7% | 43.2% | ||
| Q4 24 | 28.4% | 22.5% | ||
| Q3 24 | -4.0% | 25.1% |
资本支出强度
ATI
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 7.9% | 2.0% | ||
| Q3 25 | 5.6% | 3.2% | ||
| Q2 25 | 6.3% | 2.3% | ||
| Q1 25 | 4.7% | 1.6% | ||
| Q4 24 | 4.0% | 1.6% | ||
| Q3 24 | 6.3% | 1.5% |
现金转化率
ATI
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 3.27× | 0.87× | ||
| Q3 25 | 2.09× | 1.31× | ||
| Q2 25 | 1.60× | 1.42× | ||
| Q1 25 | -0.95× | 1.59× | ||
| Q4 24 | 2.78× | 0.90× | ||
| Q3 24 | 0.29× | 1.05× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图