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ATI INC(ATI)与Rackspace Technology, Inc.(RXT)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Rackspace Technology, Inc.的1.7倍($1.2B vs $682.8M),ATI INC净利率更高(10.3% vs -4.8%,领先15.1%),ATI INC同比增速更快(0.6% vs -0.4%),ATI INC自由现金流更多($74.6M vs $56.0M),过去两年ATI INC的营收复合增速更高(2.5% vs -0.6%)
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业,在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处,数据中心分布于全球多个主要城市,为客户提供专业的云计算相关服务。
ATI vs RXT — 直观对比
营收规模更大
ATI
是对方的1.7倍
$682.8M
营收增速更快
ATI
高出1.0%
-0.4%
净利率更高
ATI
高出15.1%
-4.8%
自由现金流更多
ATI
多$18.6M
$56.0M
两年增速更快
ATI
近两年复合增速
-0.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $682.8M |
| 净利润 | $118.2M | $-32.7M |
| 毛利率 | 22.8% | 17.6% |
| 营业利润率 | 14.2% | -0.5% |
| 净利率 | 10.3% | -4.8% |
| 营收同比 | 0.6% | -0.4% |
| 净利润同比 | 21.9% | 41.6% |
| 每股收益(稀释后) | $0.85 | $-0.13 |
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
RXT
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $682.8M | ||
| Q3 25 | $1.1B | $671.2M | ||
| Q2 25 | $1.1B | $666.3M | ||
| Q1 25 | $1.1B | $665.4M | ||
| Q4 24 | $1.2B | $685.6M | ||
| Q3 24 | $1.1B | $675.8M | ||
| Q2 24 | $1.1B | $684.9M |
净利润
ATI
RXT
| Q1 26 | $118.2M | — | ||
| Q4 25 | $96.6M | $-32.7M | ||
| Q3 25 | $110.0M | $-67.1M | ||
| Q2 25 | $100.7M | $-54.5M | ||
| Q1 25 | $97.0M | $-71.5M | ||
| Q4 24 | $137.1M | $-56.0M | ||
| Q3 24 | $82.7M | $-186.6M | ||
| Q2 24 | $81.9M | $25.0M |
毛利率
ATI
RXT
| Q1 26 | 22.8% | — | ||
| Q4 25 | 23.2% | 17.6% | ||
| Q3 25 | 22.7% | 19.4% | ||
| Q2 25 | 21.3% | 19.4% | ||
| Q1 25 | 20.6% | 19.1% | ||
| Q4 24 | 21.2% | 19.2% | ||
| Q3 24 | 21.4% | 20.3% | ||
| Q2 24 | 20.8% | 19.2% |
营业利润率
ATI
RXT
| Q1 26 | 14.2% | — | ||
| Q4 25 | 14.5% | -0.5% | ||
| Q3 25 | 14.4% | -5.1% | ||
| Q2 25 | 14.1% | -3.8% | ||
| Q1 25 | 12.8% | -5.8% | ||
| Q4 24 | 17.8% | -4.2% | ||
| Q3 24 | 13.5% | -25.7% | ||
| Q2 24 | 13.0% | -7.9% |
净利率
ATI
RXT
| Q1 26 | 10.3% | — | ||
| Q4 25 | 8.2% | -4.8% | ||
| Q3 25 | 9.8% | -10.0% | ||
| Q2 25 | 8.8% | -8.2% | ||
| Q1 25 | 8.5% | -10.7% | ||
| Q4 24 | 11.7% | -8.2% | ||
| Q3 24 | 7.9% | -27.6% | ||
| Q2 24 | 7.5% | 3.7% |
每股收益(稀释后)
ATI
RXT
| Q1 26 | $0.85 | — | ||
| Q4 25 | $0.70 | $-0.13 | ||
| Q3 25 | $0.78 | $-0.28 | ||
| Q2 25 | $0.70 | $-0.23 | ||
| Q1 25 | $0.67 | $-0.31 | ||
| Q4 24 | $0.94 | $-0.20 | ||
| Q3 24 | $0.57 | $-0.82 | ||
| Q2 24 | $0.58 | $0.11 |
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 | $105.8M |
| 总债务越低越好 | $1.8B | $2.7B |
| 股东权益账面价值 | $1.9B | $-1.2B |
| 总资产 | $5.2B | $2.8B |
| 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
RXT
| Q1 26 | $401.7M | — | ||
| Q4 25 | $416.7M | $105.8M | ||
| Q3 25 | $372.2M | $99.5M | ||
| Q2 25 | $319.6M | $103.9M | ||
| Q1 25 | $475.8M | $128.0M | ||
| Q4 24 | $721.2M | $144.0M | ||
| Q3 24 | $406.6M | $157.1M | ||
| Q2 24 | $425.6M | $190.2M |
总债务
ATI
RXT
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.7B | $2.7B | ||
| Q3 25 | $1.7B | $2.8B | ||
| Q2 25 | $1.7B | $2.8B | ||
| Q1 25 | $1.7B | $2.8B | ||
| Q4 24 | $1.7B | $2.8B | ||
| Q3 24 | $1.9B | $2.8B | ||
| Q2 24 | $1.9B | $2.9B |
股东权益
ATI
RXT
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | $-1.2B | ||
| Q3 25 | $1.7B | $-1.2B | ||
| Q2 25 | $1.7B | $-1.1B | ||
| Q1 25 | $1.9B | $-1.1B | ||
| Q4 24 | $1.9B | $-1.0B | ||
| Q3 24 | $1.8B | $-949.7M | ||
| Q2 24 | $1.4B | $-756.2M |
总资产
ATI
RXT
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.1B | $2.8B | ||
| Q3 25 | $5.0B | $2.8B | ||
| Q2 25 | $5.0B | $2.9B | ||
| Q1 25 | $5.2B | $3.0B | ||
| Q4 24 | $5.2B | $3.1B | ||
| Q3 24 | $5.1B | $3.1B | ||
| Q2 24 | $4.9B | $3.4B |
负债/权益比
ATI
RXT
| 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 | — | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $74.6M | $56.0M |
| 自由现金流率自由现金流/营收 | 6.5% | 8.2% |
| 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 | $554.1M | $90.6M |
8季度趋势,按日历期对齐
经营现金流
ATI
RXT
| Q1 26 | — | — | ||
| Q4 25 | $315.8M | $59.7M | ||
| Q3 25 | $229.5M | $70.7M | ||
| Q2 25 | $161.5M | $8.4M | ||
| Q1 25 | $-92.5M | $12.6M | ||
| Q4 24 | $380.9M | $54.3M | ||
| Q3 24 | $24.0M | $51.8M | ||
| Q2 24 | $101.1M | $24.1M |
自由现金流
ATI
RXT
| Q1 26 | $74.6M | — | ||
| Q4 25 | $223.1M | $56.0M | ||
| Q3 25 | $167.0M | $42.7M | ||
| Q2 25 | $89.4M | $-12.4M | ||
| Q1 25 | $-145.8M | $4.3M | ||
| Q4 24 | $333.6M | $34.4M | ||
| Q3 24 | $-41.8M | $27.3M | ||
| Q2 24 | $40.9M | $-14.5M |
自由现金流率
ATI
RXT
| Q1 26 | 6.5% | — | ||
| Q4 25 | 19.0% | 8.2% | ||
| Q3 25 | 14.8% | 6.4% | ||
| Q2 25 | 7.8% | -1.9% | ||
| Q1 25 | -12.7% | 0.6% | ||
| Q4 24 | 28.4% | 5.0% | ||
| Q3 24 | -4.0% | 4.0% | ||
| Q2 24 | 3.7% | -2.1% |
资本支出强度
ATI
RXT
| Q1 26 | — | — | ||
| Q4 25 | 7.9% | 0.5% | ||
| Q3 25 | 5.6% | 4.2% | ||
| Q2 25 | 6.3% | 3.1% | ||
| Q1 25 | 4.7% | 1.2% | ||
| Q4 24 | 4.0% | 2.9% | ||
| Q3 24 | 6.3% | 3.6% | ||
| Q2 24 | 5.5% | 5.6% |
现金转化率
ATI
RXT
| Q1 26 | — | — | ||
| Q4 25 | 3.27× | — | ||
| Q3 25 | 2.09× | — | ||
| Q2 25 | 1.60× | — | ||
| Q1 25 | -0.95× | — | ||
| Q4 24 | 2.78× | — | ||
| Q3 24 | 0.29× | — | ||
| Q2 24 | 1.23× | 0.96× |
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
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |