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Atkore Inc.(ATKR)与NOVANTA INC(NOVT)财务数据对比。点击上方公司名可切换其他公司
Atkore Inc.的季度营收约是NOVANTA INC的2.5倍($655.5M vs $258.3M)。NOVANTA INC净利率更高(6.8% vs 2.3%,领先4.5%)。NOVANTA INC同比增速更快(8.5% vs -0.9%)。NOVANTA INC自由现金流更多($5.1M vs $-67.3M)。过去两年NOVANTA INC的营收复合增速更高(5.8% 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。
Novanta Inc是一家全球技术供应商,主营高精度光子学、运动控制与机器视觉解决方案,核心服务领域覆盖医疗设备制造、先进工业自动化、机器人及生命科学行业,助力全球客户提升产品性能、推动技术创新。
ATKR vs NOVT — 直观对比
营收规模更大
ATKR
是对方的2.5倍
$258.3M
营收增速更快
NOVT
高出9.4%
-0.9%
净利率更高
NOVT
高出4.5%
2.3%
自由现金流更多
NOVT
多$72.4M
$-67.3M
两年增速更快
NOVT
近两年复合增速
-9.1%
损益表 — Q1 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $655.5M | $258.3M |
| 净利润 | $15.0M | $17.5M |
| 毛利率 | 19.2% | 43.8% |
| 营业利润率 | 3.1% | 9.6% |
| 净利率 | 2.3% | 6.8% |
| 营收同比 | -0.9% | 8.5% |
| 净利润同比 | -67.6% | 6.1% |
| 每股收益(稀释后) | $0.44 | $0.46 |
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
ATKR
NOVT
| Q4 25 | $655.5M | $258.3M | ||
| Q3 25 | $752.0M | $247.8M | ||
| Q2 25 | $735.0M | $241.0M | ||
| Q1 25 | $701.7M | $233.4M | ||
| Q4 24 | $661.6M | $238.1M | ||
| Q3 24 | $788.3M | $244.4M | ||
| Q2 24 | $822.4M | $235.9M | ||
| Q1 24 | $792.9M | $230.9M |
净利润
ATKR
NOVT
| Q4 25 | $15.0M | $17.5M | ||
| Q3 25 | $-54.4M | $10.7M | ||
| Q2 25 | $43.0M | $4.5M | ||
| Q1 25 | $-50.1M | $21.2M | ||
| Q4 24 | $46.3M | $16.5M | ||
| Q3 24 | $73.1M | $19.2M | ||
| Q2 24 | $123.4M | $13.8M | ||
| Q1 24 | $138.0M | $14.7M |
毛利率
ATKR
NOVT
| Q4 25 | 19.2% | 43.8% | ||
| Q3 25 | 19.7% | 44.8% | ||
| Q2 25 | 23.4% | 44.3% | ||
| Q1 25 | 26.4% | 44.7% | ||
| Q4 24 | 25.9% | 45.5% | ||
| Q3 24 | 27.4% | 44.7% | ||
| Q2 24 | 34.0% | 44.0% | ||
| Q1 24 | 36.8% | 43.5% |
营业利润率
ATKR
NOVT
| Q4 25 | 3.1% | 9.6% | ||
| Q3 25 | -7.5% | 8.8% | ||
| Q2 25 | 8.7% | 6.2% | ||
| Q1 25 | -7.4% | 13.9% | ||
| Q4 24 | 10.3% | 11.2% | ||
| Q3 24 | 12.9% | 13.3% | ||
| Q2 24 | 20.5% | 10.9% | ||
| Q1 24 | 22.6% | 11.1% |
净利率
ATKR
NOVT
| Q4 25 | 2.3% | 6.8% | ||
| Q3 25 | -7.2% | 4.3% | ||
| Q2 25 | 5.8% | 1.9% | ||
| Q1 25 | -7.1% | 9.1% | ||
| Q4 24 | 7.0% | 6.9% | ||
| Q3 24 | 9.3% | 7.9% | ||
| Q2 24 | 15.0% | 5.8% | ||
| Q1 24 | 17.4% | 6.4% |
每股收益(稀释后)
ATKR
NOVT
| Q4 25 | $0.44 | $0.46 | ||
| Q3 25 | $-1.55 | $0.30 | ||
| Q2 25 | $1.25 | $0.12 | ||
| Q1 25 | $-1.46 | $0.59 | ||
| Q4 24 | $1.31 | $0.45 | ||
| Q3 24 | $2.08 | $0.53 | ||
| Q2 24 | $3.33 | $0.38 | ||
| Q1 24 | $3.67 | $0.41 |
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 | $380.9M |
| 总债务越低越好 | $761.1M | — |
| 股东权益账面价值 | $1.4B | $1.3B |
| 总资产 | $2.8B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.54× | — |
8季度趋势,按日历期对齐
现金及短期投资
ATKR
NOVT
| Q4 25 | $443.8M | $380.9M | ||
| Q3 25 | $506.7M | $89.2M | ||
| Q2 25 | $331.0M | $109.9M | ||
| Q1 25 | $330.4M | $106.0M | ||
| Q4 24 | $310.4M | $114.0M | ||
| Q3 24 | $351.4M | $92.7M | ||
| Q2 24 | $303.7M | $98.5M | ||
| Q1 24 | $368.1M | $93.5M |
总债务
ATKR
NOVT
| Q4 25 | $761.1M | — | ||
| Q3 25 | $760.5M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $764.8M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
ATKR
NOVT
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.4B | $801.5M | ||
| Q2 25 | $1.5B | $801.4M | ||
| Q1 25 | $1.4B | $769.8M | ||
| Q4 24 | $1.5B | $745.7M | ||
| Q3 24 | $1.5B | $742.2M | ||
| Q2 24 | $1.6B | $702.0M | ||
| Q1 24 | $1.6B | $681.7M |
总资产
ATKR
NOVT
| Q4 25 | $2.8B | $1.8B | ||
| Q3 25 | $2.9B | $1.5B | ||
| Q2 25 | $2.9B | $1.5B | ||
| Q1 25 | $2.9B | $1.4B | ||
| Q4 24 | $3.0B | $1.4B | ||
| Q3 24 | $3.0B | $1.4B | ||
| Q2 24 | $3.0B | $1.4B | ||
| Q1 24 | $3.0B | $1.4B |
负债/权益比
ATKR
NOVT
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.54× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.50× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $8.8M |
| 自由现金流经营现金流 - 资本支出 | $-67.3M | $5.1M |
| 自由现金流率自由现金流/营收 | -10.3% | 2.0% |
| 资本支出强度资本支出/营收 | 1.8% | 1.4% |
| 现金转化率经营现金流/净利润 | -3.69× | 0.50× |
| 过去12个月自由现金流最近4个季度 | $195.3M | $48.4M |
8季度趋势,按日历期对齐
经营现金流
ATKR
NOVT
| Q4 25 | $-55.5M | $8.8M | ||
| Q3 25 | $210.4M | $8.5M | ||
| Q2 25 | $31.4M | $15.1M | ||
| Q1 25 | $86.6M | $31.7M | ||
| Q4 24 | $74.4M | $61.6M | ||
| Q3 24 | $199.1M | $23.0M | ||
| Q2 24 | $104.6M | $41.1M | ||
| Q1 24 | $87.2M | $32.8M |
自由现金流
ATKR
NOVT
| Q4 25 | $-67.3M | $5.1M | ||
| Q3 25 | $188.2M | $4.2M | ||
| Q2 25 | $10.1M | $11.7M | ||
| Q1 25 | $64.2M | $27.4M | ||
| Q4 24 | $33.1M | $59.3M | ||
| Q3 24 | $154.3M | $19.5M | ||
| Q2 24 | $73.1M | $36.2M | ||
| Q1 24 | $58.0M | $26.4M |
自由现金流率
ATKR
NOVT
| Q4 25 | -10.3% | 2.0% | ||
| Q3 25 | 25.0% | 1.7% | ||
| Q2 25 | 1.4% | 4.8% | ||
| Q1 25 | 9.2% | 11.7% | ||
| Q4 24 | 5.0% | 24.9% | ||
| Q3 24 | 19.6% | 8.0% | ||
| Q2 24 | 8.9% | 15.3% | ||
| Q1 24 | 7.3% | 11.4% |
资本支出强度
ATKR
NOVT
| Q4 25 | 1.8% | 1.4% | ||
| Q3 25 | 3.0% | 1.7% | ||
| Q2 25 | 2.9% | 1.4% | ||
| Q1 25 | 3.2% | 1.8% | ||
| Q4 24 | 6.2% | 0.9% | ||
| Q3 24 | 5.7% | 1.5% | ||
| Q2 24 | 3.8% | 2.1% | ||
| Q1 24 | 3.7% | 2.8% |
现金转化率
ATKR
NOVT
| Q4 25 | -3.69× | 0.50× | ||
| Q3 25 | — | 0.80× | ||
| Q2 25 | 0.73× | 3.35× | ||
| Q1 25 | — | 1.49× | ||
| Q4 24 | 1.61× | 3.74× | ||
| Q3 24 | 2.72× | 1.20× | ||
| Q2 24 | 0.85× | 2.99× | ||
| Q1 24 | 0.63× | 2.24× |
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% |
NOVT
暂无分部数据