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ATI INC(ATI)与Royalty Pharma plc(RPRX)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Royalty Pharma plc的1.9倍($1.2B vs $622.0M),Royalty Pharma plc净利率更高(34.4% vs 8.2%,领先26.2%),Royalty Pharma plc同比增速更快(4.8% vs 0.4%),过去两年Royalty Pharma plc的营收复合增速更高(4.6% 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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业,专注于研发可调节转化生长因子β(TGF-β)超家族蛋白的药物,该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
ATI vs RPRX — 直观对比
营收规模更大
ATI
是对方的1.9倍
$622.0M
营收增速更快
RPRX
高出4.4%
0.4%
净利率更高
RPRX
高出26.2%
8.2%
两年增速更快
RPRX
近两年复合增速
3.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $622.0M |
| 净利润 | $96.6M | $214.2M |
| 毛利率 | 23.2% | — |
| 营业利润率 | 14.5% | 62.4% |
| 净利率 | 8.2% | 34.4% |
| 营收同比 | 0.4% | 4.8% |
| 净利润同比 | -29.5% | 2.9% |
| 每股收益(稀释后) | $0.69 | $0.49 |
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
RPRX
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $622.0M | ||
| Q3 25 | $1.1B | $609.3M | ||
| Q2 25 | $1.1B | $578.7M | ||
| Q1 25 | $1.1B | $568.2M | ||
| Q4 24 | $1.2B | $593.6M | ||
| Q3 24 | $1.1B | $564.7M | ||
| Q2 24 | $1.1B | $537.3M |
净利润
ATI
RPRX
| Q1 26 | $96.6M | — | ||
| Q4 25 | $96.6M | $214.2M | ||
| Q3 25 | $110.0M | $288.2M | ||
| Q2 25 | $100.7M | $30.2M | ||
| Q1 25 | $97.0M | $238.3M | ||
| Q4 24 | $137.1M | $208.2M | ||
| Q3 24 | $82.7M | $544.0M | ||
| Q2 24 | $81.9M | $102.0M |
毛利率
ATI
RPRX
| Q1 26 | 23.2% | — | ||
| Q4 25 | 23.2% | — | ||
| Q3 25 | 22.7% | — | ||
| Q2 25 | 21.3% | — | ||
| Q1 25 | 20.6% | — | ||
| Q4 24 | 21.2% | — | ||
| Q3 24 | 21.4% | — | ||
| Q2 24 | 20.8% | — |
营业利润率
ATI
RPRX
| Q1 26 | 14.5% | — | ||
| Q4 25 | 14.5% | 62.4% | ||
| Q3 25 | 14.4% | 70.1% | ||
| Q2 25 | 14.1% | 36.3% | ||
| Q1 25 | 12.8% | 94.0% | ||
| Q4 24 | 17.8% | 60.9% | ||
| Q3 24 | 13.5% | — | ||
| Q2 24 | 13.0% | 50.2% |
净利率
ATI
RPRX
| Q1 26 | 8.2% | — | ||
| Q4 25 | 8.2% | 34.4% | ||
| Q3 25 | 9.8% | 47.3% | ||
| Q2 25 | 8.8% | 5.2% | ||
| Q1 25 | 8.5% | 41.9% | ||
| Q4 24 | 11.7% | 35.1% | ||
| Q3 24 | 7.9% | 96.3% | ||
| Q2 24 | 7.5% | 19.0% |
每股收益(稀释后)
ATI
RPRX
| Q1 26 | $0.69 | — | ||
| Q4 25 | $0.70 | $0.49 | ||
| Q3 25 | $0.78 | $0.67 | ||
| Q2 25 | $0.70 | $0.07 | ||
| Q1 25 | $0.67 | $0.55 | ||
| Q4 24 | $0.94 | $0.46 | ||
| Q3 24 | $0.57 | $1.21 | ||
| Q2 24 | $0.58 | $0.23 |
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 | $618.7M |
| 总债务越低越好 | $1.7B | $9.0B |
| 股东权益账面价值 | $1.9B | $9.7B |
| 总资产 | $5.1B | $19.6B |
| 负债/权益比越低杠杆越低 | 0.90× | 0.92× |
8季度趋势,按日历期对齐
现金及短期投资
ATI
RPRX
| Q1 26 | $416.7M | — | ||
| Q4 25 | $416.7M | $618.7M | ||
| Q3 25 | $372.2M | $938.9M | ||
| Q2 25 | $319.6M | $631.9M | ||
| Q1 25 | $475.8M | $1.1B | ||
| Q4 24 | $721.2M | $929.0M | ||
| Q3 24 | $406.6M | $950.1M | ||
| Q2 24 | $425.6M | $1.8B |
总债务
ATI
RPRX
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $9.0B | ||
| Q3 25 | $1.7B | $8.9B | ||
| Q2 25 | $1.7B | $8.0B | ||
| Q1 25 | $1.7B | $7.6B | ||
| Q4 24 | $1.7B | $7.6B | ||
| Q3 24 | $1.9B | $7.6B | ||
| Q2 24 | $1.9B | $7.6B |
股东权益
ATI
RPRX
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | $9.7B | ||
| Q3 25 | $1.7B | $9.6B | ||
| Q2 25 | $1.7B | $9.5B | ||
| Q1 25 | $1.9B | $9.8B | ||
| Q4 24 | $1.9B | $10.3B | ||
| Q3 24 | $1.8B | $10.3B | ||
| Q2 24 | $1.4B | $9.8B |
总资产
ATI
RPRX
| Q1 26 | $5.1B | — | ||
| Q4 25 | $5.1B | $19.6B | ||
| Q3 25 | $5.0B | $19.3B | ||
| Q2 25 | $5.0B | $18.3B | ||
| Q1 25 | $5.2B | $17.6B | ||
| Q4 24 | $5.2B | $18.2B | ||
| Q3 24 | $5.1B | $18.0B | ||
| Q2 24 | $4.9B | $17.7B |
负债/权益比
ATI
RPRX
| Q1 26 | 0.90× | — | ||
| Q4 25 | 0.95× | 0.92× | ||
| Q3 25 | 1.00× | 0.93× | ||
| Q2 25 | 0.98× | 0.84× | ||
| Q1 25 | 0.91× | 0.78× | ||
| Q4 24 | 0.93× | 0.74× | ||
| Q3 24 | 1.04× | 0.74× | ||
| Q2 24 | 1.37× | 0.78× |
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 | — | $827.1M |
| 自由现金流经营现金流 - 资本支出 | $230.3M | — |
| 自由现金流率自由现金流/营收 | 19.6% | — |
| 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 | — | 3.86× |
| 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
ATI
RPRX
| Q1 26 | — | — | ||
| Q4 25 | $315.8M | $827.1M | ||
| Q3 25 | $229.5M | $702.6M | ||
| Q2 25 | $161.5M | $364.0M | ||
| Q1 25 | $-92.5M | $596.1M | ||
| Q4 24 | $380.9M | $742.5M | ||
| Q3 24 | $24.0M | $703.6M | ||
| Q2 24 | $101.1M | $658.2M |
自由现金流
ATI
RPRX
| Q1 26 | $230.3M | — | ||
| 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
ATI
RPRX
| Q1 26 | 19.6% | — | ||
| 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
ATI
RPRX
| Q1 26 | — | — | ||
| 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
ATI
RPRX
| Q1 26 | — | — | ||
| Q4 25 | 3.27× | 3.86× | ||
| Q3 25 | 2.09× | 2.44× | ||
| Q2 25 | 1.60× | 12.06× | ||
| Q1 25 | -0.95× | 2.50× | ||
| Q4 24 | 2.78× | 3.57× | ||
| Q3 24 | 0.29× | 1.29× | ||
| Q2 24 | 1.23× | 6.45× |
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
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |