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Atkore Inc.（ATKR）与KEMPER Corp（KMPR）财务数据对比。点击上方公司名可切换其他公司
KEMPER Corp的季度营收约是Atkore Inc.的1.7倍（$1.1B vs $655.5M），Atkore Inc.净利率更高（2.3% vs -0.7%，领先3.0%），Atkore Inc.同比增速更快（-0.9% vs -4.7%），KEMPER Corp自由现金流更多（$166.2M vs $-67.3M），过去两年KEMPER Corp的营收复合增速更高（-0.5% vs -9.1%）
Atkore Inc.是领先的电气、安全及基础设施产品制造商，主营钢与PVC导管、线缆管理系统、结构框架解决方案及消防安全设备，主要服务建筑、工业、公用事业、通信领域，核心市场覆盖北美，同时在全球多地开展业务。
坎伯公司（Kemper Corporation）是总部位于美国伊利诺伊州芝加哥的保险服务商，总资产近130亿美元，旗下品牌矩阵为个人、家庭及企业客户提供多元保险产品服务。
ATKR vs KMPR — 直观对比
营收规模更大
KMPR
是对方的1.7倍
$655.5M
营收增速更快
ATKR
高出3.8%
-4.7%
净利率更高
ATKR
高出3.0%
-0.7%
自由现金流更多
KMPR
多$233.5M
$-67.3M
两年增速更快
KMPR
近两年复合增速
-9.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $655.5M | $1.1B |
| 净利润 | $15.0M | $-8.0M |
| 毛利率 | 19.2% | — |
| 营业利润率 | 3.1% | — |
| 净利率 | 2.3% | -0.7% |
| 营收同比 | -0.9% | -4.7% |
| 净利润同比 | -67.6% | -108.2% |
| 每股收益（稀释后） | $0.44 | $-0.03 |
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ATKRKMPR
| Q4 25 | $655.5M | $1.1B | ||
| Q3 25 | $752.0M | $1.2B | ||
| Q2 25 | $735.0M | $1.2B | ||
| Q1 25 | $701.7M | $1.2B | ||
| Q4 24 | $661.6M | $1.2B | ||
| Q3 24 | $788.3M | $1.2B | ||
| Q2 24 | $822.4M | $1.1B | ||
| Q1 24 | $792.9M | $1.1B |
净利润ATKRKMPR
| Q4 25 | $15.0M | $-8.0M | ||
| Q3 25 | $-54.4M | $-21.0M | ||
| Q2 25 | $43.0M | $72.6M | ||
| Q1 25 | $-50.1M | $99.7M | ||
| Q4 24 | $46.3M | $97.4M | ||
| Q3 24 | $73.1M | $73.7M | ||
| Q2 24 | $123.4M | $75.4M | ||
| Q1 24 | $138.0M | $71.3M |
毛利率ATKRKMPR
| Q4 25 | 19.2% | — | ||
| Q3 25 | 19.7% | — | ||
| Q2 25 | 23.4% | — | ||
| Q1 25 | 26.4% | — | ||
| Q4 24 | 25.9% | — | ||
| Q3 24 | 27.4% | — | ||
| Q2 24 | 34.0% | — | ||
| Q1 24 | 36.8% | — |
营业利润率ATKRKMPR
| Q4 25 | 3.1% | — | ||
| Q3 25 | -7.5% | — | ||
| Q2 25 | 8.7% | — | ||
| Q1 25 | -7.4% | — | ||
| Q4 24 | 10.3% | — | ||
| Q3 24 | 12.9% | 11.2% | ||
| Q2 24 | 20.5% | 10.1% | ||
| Q1 24 | 22.6% | 7.6% |
净利率ATKRKMPR
| Q4 25 | 2.3% | -0.7% | ||
| Q3 25 | -7.2% | -1.7% | ||
| Q2 25 | 5.8% | 5.9% | ||
| Q1 25 | -7.1% | 8.4% | ||
| Q4 24 | 7.0% | 8.2% | ||
| Q3 24 | 9.3% | 6.3% | ||
| Q2 24 | 15.0% | 6.7% | ||
| Q1 24 | 17.4% | 6.2% |
每股收益（稀释后）ATKRKMPR
| Q4 25 | $0.44 | $-0.03 | ||
| Q3 25 | $-1.55 | $-0.34 | ||
| Q2 25 | $1.25 | $1.12 | ||
| Q1 25 | $-1.46 | $1.54 | ||
| Q4 24 | $1.31 | $1.51 | ||
| Q3 24 | $2.08 | $1.14 | ||
| Q2 24 | $3.33 | $1.16 | ||
| Q1 24 | $3.67 | $1.10 |
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 | $443.8M | — |
| 总债务越低越好 | $761.1M | $943.5M |
| 股东权益账面价值 | $1.4B | $2.7B |
| 总资产 | $2.8B | $12.5B |
| 负债/权益比越低杠杆越低 | 0.54× | 0.35× |
8季度趋势，按日历期对齐
现金及短期投资ATKRKMPR
| Q4 25 | $443.8M | — | ||
| Q3 25 | $506.7M | $371.2M | ||
| Q2 25 | $331.0M | $407.6M | ||
| Q1 25 | $330.4M | $545.3M | ||
| Q4 24 | $310.4M | $1.0B | ||
| Q3 24 | $351.4M | $696.9M | ||
| Q2 24 | $303.7M | $539.1M | ||
| Q1 24 | $368.1M | $520.7M |
总债务ATKRKMPR
| Q4 25 | $761.1M | $943.5M | ||
| Q3 25 | $760.5M | $943.1M | ||
| Q2 25 | — | $942.6M | ||
| Q1 25 | — | $942.1M | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | $764.8M | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
股东权益ATKRKMPR
| Q4 25 | $1.4B | $2.7B | ||
| Q3 25 | $1.4B | $2.7B | ||
| Q2 25 | $1.5B | $370.0M | ||
| Q1 25 | $1.4B | $366.0M | ||
| Q4 24 | $1.5B | $2.8B | ||
| Q3 24 | $1.5B | $2.8B | ||
| Q2 24 | $1.6B | $358.0M | ||
| Q1 24 | $1.6B | $2.6B |
总资产ATKRKMPR
| Q4 25 | $2.8B | $12.5B | ||
| Q3 25 | $2.9B | $12.4B | ||
| Q2 25 | $2.9B | $12.6B | ||
| Q1 25 | $2.9B | $12.5B | ||
| Q4 24 | $3.0B | $12.6B | ||
| Q3 24 | $3.0B | $12.6B | ||
| Q2 24 | $3.0B | $12.6B | ||
| Q1 24 | $3.0B | $12.6B |
负债/权益比ATKRKMPR
| Q4 25 | 0.54× | 0.35× | ||
| Q3 25 | 0.54× | 0.35× | ||
| Q2 25 | — | 2.55× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | 0.50× | 0.50× | ||
| Q2 24 | — | 3.88× | ||
| Q1 24 | — | 0.54× |
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 | $-55.5M | $175.0M |
| 自由现金流经营现金流 - 资本支出 | $-67.3M | $166.2M |
| 自由现金流率自由现金流/营收 | -10.3% | 14.7% |
| 资本支出强度资本支出/营收 | 1.8% | 0.8% |
| 现金转化率经营现金流/净利润 | -3.69× | — |
| 过去12个月自由现金流最近4个季度 | $195.3M | $553.9M |
8季度趋势，按日历期对齐
经营现金流ATKRKMPR
| Q4 25 | $-55.5M | $175.0M | ||
| Q3 25 | $210.4M | $139.9M | ||
| Q2 25 | $31.4M | $89.6M | ||
| Q1 25 | $86.6M | $180.0M | ||
| Q4 24 | $74.4M | $175.1M | ||
| Q3 24 | $199.1M | $141.9M | ||
| Q2 24 | $104.6M | $22.9M | ||
| Q1 24 | $87.2M | $43.0M |
自由现金流ATKRKMPR
| Q4 25 | $-67.3M | $166.2M | ||
| Q3 25 | $188.2M | $133.4M | ||
| Q2 25 | $10.1M | $82.0M | ||
| Q1 25 | $64.2M | $172.3M | ||
| Q4 24 | $33.1M | $165.4M | ||
| Q3 24 | $154.3M | $131.4M | ||
| Q2 24 | $73.1M | $5.2M | ||
| Q1 24 | $58.0M | $27.7M |
自由现金流率ATKRKMPR
| Q4 25 | -10.3% | 14.7% | ||
| Q3 25 | 25.0% | 10.8% | ||
| Q2 25 | 1.4% | 6.7% | ||
| Q1 25 | 9.2% | 14.4% | ||
| Q4 24 | 5.0% | 13.9% | ||
| Q3 24 | 19.6% | 11.1% | ||
| Q2 24 | 8.9% | 0.5% | ||
| Q1 24 | 7.3% | 2.4% |
资本支出强度ATKRKMPR
| Q4 25 | 1.8% | 0.8% | ||
| Q3 25 | 3.0% | 0.5% | ||
| Q2 25 | 2.9% | 0.6% | ||
| Q1 25 | 3.2% | 0.6% | ||
| Q4 24 | 6.2% | 0.8% | ||
| Q3 24 | 5.7% | 0.9% | ||
| Q2 24 | 3.8% | 1.6% | ||
| Q1 24 | 3.7% | 1.3% |
现金转化率ATKRKMPR
| Q4 25 | -3.69× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.73× | 1.23× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | 1.61× | 1.80× | ||
| Q3 24 | 2.72× | 1.93× | ||
| Q2 24 | 0.85× | 0.30× | ||
| Q1 24 | 0.63× | 0.60× |
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
ATKR
| Plastic Pipe And Conduit | $138.1M | 21% |
| Other Safety Infrastructure Products | $120.6M | 18% |
| Metal Electrical Conduit And Fittings | $118.4M | 18% |
| Electrical Cable And Flexible Conduit | $110.9M | 17% |
| Other Electrical Products | $102.2M | 16% |
| Mechanical Pipe | $65.4M | 10% |
KMPR
| Specialty Property Casualty Insurance Segment | $995.1M | 88% |
| Life Insurance Segment1 | $140.7M | 12% |
