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ATI INC（ATI）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
Roper Technologies的季度营收约是ATI INC的1.8倍（$2.1B vs $1.2B），Roper Technologies净利率更高（15.8% vs 8.2%，领先7.6%），Roper Technologies同比增速更快（11.3% vs 0.4%），Roper Technologies自由现金流更多（$507.0M vs $230.3M），过去两年Roper Technologies的营收复合增速更高（10.5% vs 3.7%）
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。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
ATI vs ROP — 直观对比
营收规模更大
ROP
是对方的1.8倍
$1.2B
营收增速更快
ROP
高出10.9%
0.4%
净利率更高
ROP
高出7.6%
8.2%
自由现金流更多
ROP
多$276.7M
$230.3M
两年增速更快
ROP
近两年复合增速
3.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.1B |
| 净利润 | $96.6M | $331.0M |
| 毛利率 | 23.2% | 69.4% |
| 营业利润率 | 14.5% | 27.2% |
| 净利率 | 8.2% | 15.8% |
| 营收同比 | 0.4% | 11.3% |
| 净利润同比 | -29.5% | 53.7% |
| 每股收益（稀释后） | $0.69 | $4.87 |
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ATIROP
| Q1 26 | $1.2B | $2.1B | ||
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.1B | $1.9B | ||
| Q1 25 | $1.1B | $1.9B | ||
| Q4 24 | $1.2B | $1.9B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.1B | $1.7B |
净利润ATIROP
| Q1 26 | $96.6M | $331.0M | ||
| Q4 25 | $96.6M | $428.4M | ||
| Q3 25 | $110.0M | $398.5M | ||
| Q2 25 | $100.7M | $378.3M | ||
| Q1 25 | $97.0M | $331.1M | ||
| Q4 24 | $137.1M | $462.3M | ||
| Q3 24 | $82.7M | $367.9M | ||
| Q2 24 | $81.9M | $337.1M |
毛利率ATIROP
| Q1 26 | 23.2% | 69.4% | ||
| Q4 25 | 23.2% | 69.5% | ||
| Q3 25 | 22.7% | 69.5% | ||
| Q2 25 | 21.3% | 69.2% | ||
| Q1 25 | 20.6% | 68.7% | ||
| Q4 24 | 21.2% | 68.3% | ||
| Q3 24 | 21.4% | 69.2% | ||
| Q2 24 | 20.8% | 69.5% |
营业利润率ATIROP
| Q1 26 | 14.5% | 27.2% | ||
| Q4 25 | 14.5% | 28.6% | ||
| Q3 25 | 14.4% | 28.4% | ||
| Q2 25 | 14.1% | 28.2% | ||
| Q1 25 | 12.8% | 27.9% | ||
| Q4 24 | 17.8% | 28.0% | ||
| Q3 24 | 13.5% | 28.1% | ||
| Q2 24 | 13.0% | 28.8% |
净利率ATIROP
| Q1 26 | 8.2% | 15.8% | ||
| Q4 25 | 8.2% | 20.8% | ||
| Q3 25 | 9.8% | 19.8% | ||
| Q2 25 | 8.8% | 19.5% | ||
| Q1 25 | 8.5% | 17.6% | ||
| Q4 24 | 11.7% | 24.6% | ||
| Q3 24 | 7.9% | 20.8% | ||
| Q2 24 | 7.5% | 19.6% |
每股收益（稀释后）ATIROP
| Q1 26 | $0.69 | $4.87 | ||
| Q4 25 | $0.70 | $3.97 | ||
| Q3 25 | $0.78 | $3.68 | ||
| Q2 25 | $0.70 | $3.49 | ||
| Q1 25 | $0.67 | $3.06 | ||
| Q4 24 | $0.94 | $4.29 | ||
| Q3 24 | $0.57 | $3.40 | ||
| Q2 24 | $0.58 | $3.12 |
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 | $382.9M |
| 总债务越低越好 | $1.7B | $9.7B |
| 股东权益账面价值 | $1.9B | $18.8B |
| 总资产 | $5.1B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.90× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资ATIROP
| Q1 26 | $416.7M | $382.9M | ||
| Q4 25 | $416.7M | $297.4M | ||
| Q3 25 | $372.2M | $320.0M | ||
| Q2 25 | $319.6M | $242.4M | ||
| Q1 25 | $475.8M | $372.8M | ||
| Q4 24 | $721.2M | $188.2M | ||
| Q3 24 | $406.6M | $269.6M | ||
| Q2 24 | $425.6M | $251.5M |
总债务ATIROP
| Q1 26 | $1.7B | $9.7B | ||
| Q4 25 | $1.7B | $9.3B | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.7B | $7.6B | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.9B | — |
股东权益ATIROP
| Q1 26 | $1.9B | $18.8B | ||
| Q4 25 | $1.8B | $19.9B | ||
| Q3 25 | $1.7B | $20.0B | ||
| Q2 25 | $1.7B | $19.6B | ||
| Q1 25 | $1.9B | $19.2B | ||
| Q4 24 | $1.9B | $18.9B | ||
| Q3 24 | $1.8B | $18.5B | ||
| Q2 24 | $1.4B | $18.1B |
总资产ATIROP
| Q1 26 | $5.1B | $34.6B | ||
| Q4 25 | $5.1B | $34.6B | ||
| Q3 25 | $5.0B | $34.6B | ||
| Q2 25 | $5.0B | $33.2B | ||
| Q1 25 | $5.2B | $31.4B | ||
| Q4 24 | $5.2B | $31.3B | ||
| Q3 24 | $5.1B | $31.6B | ||
| Q2 24 | $4.9B | $29.8B |
负债/权益比ATIROP
| Q1 26 | 0.90× | 0.52× | ||
| Q4 25 | 0.95× | 0.47× | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 0.98× | — | ||
| Q1 25 | 0.91× | — | ||
| Q4 24 | 0.93× | 0.40× | ||
| 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $230.3M | $507.0M |
| 自由现金流率自由现金流/营收 | 19.6% | 24.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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 | $709.8M | — |
8季度趋势，按日历期对齐
经营现金流ATIROP
| Q1 26 | — | — | ||
| Q4 25 | $315.8M | $738.0M | ||
| Q3 25 | $229.5M | $869.5M | ||
| Q2 25 | $161.5M | $404.1M | ||
| Q1 25 | $-92.5M | $528.7M | ||
| Q4 24 | $380.9M | $722.2M | ||
| Q3 24 | $24.0M | $755.4M | ||
| Q2 24 | $101.1M | $384.1M |
自由现金流ATIROP
| Q1 26 | $230.3M | $507.0M | ||
| 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ATIROP
| Q1 26 | 19.6% | 24.2% | ||
| 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ATIROP
| Q1 26 | — | 0.5% | ||
| 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ATIROP
| Q1 26 | — | — | ||
| Q4 25 | 3.27× | 1.72× | ||
| Q3 25 | 2.09× | 2.18× | ||
| Q2 25 | 1.60× | 1.07× | ||
| Q1 25 | -0.95× | 1.60× | ||
| Q4 24 | 2.78× | 1.56× | ||
| Q3 24 | 0.29× | 2.05× | ||
| Q2 24 | 1.23× | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
