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Atkore Inc.（ATKR）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是Atkore Inc.的1.9倍（$1.2B vs $655.5M），Atkore Inc.净利率更高（2.3% vs -2.2%，领先4.5%），Atkore Inc.同比增速更快（-0.9% vs -18.3%），ROKU, INC自由现金流更多（$298.4M vs $-67.3M），过去两年ROKU, INC的营收复合增速更高（13.6% 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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
ATKR vs ROKU — 直观对比
营收规模更大
ROKU
是对方的1.9倍
$655.5M
营收增速更快
ATKR
高出17.4%
-18.3%
净利率更高
ATKR
高出4.5%
-2.2%
自由现金流更多
ROKU
多$365.7M
$-67.3M
两年增速更快
ROKU
近两年复合增速
-9.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $655.5M | $1.2B |
| 净利润 | $15.0M | $-27.4M |
| 毛利率 | 19.2% | 35.6% |
| 营业利润率 | 3.1% | 59.7% |
| 净利率 | 2.3% | -2.2% |
| 营收同比 | -0.9% | -18.3% |
| 净利润同比 | -67.6% | -361.0% |
| 每股收益（稀释后） | $0.44 | $0.57 |
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ATKRROKU
| Q1 26 | — | $1.2B | ||
| Q4 25 | $655.5M | $1.4B | ||
| Q3 25 | $752.0M | $1.2B | ||
| Q2 25 | $735.0M | $1.1B | ||
| Q1 25 | $701.7M | $1.0B | ||
| Q4 24 | $661.6M | $1.2B | ||
| Q3 24 | $788.3M | $1.1B | ||
| Q2 24 | $822.4M | $968.2M |
净利润ATKRROKU
| Q1 26 | — | $-27.4M | ||
| Q4 25 | $15.0M | $80.5M | ||
| Q3 25 | $-54.4M | $24.8M | ||
| Q2 25 | $43.0M | $10.5M | ||
| Q1 25 | $-50.1M | $-27.4M | ||
| Q4 24 | $46.3M | $-35.5M | ||
| Q3 24 | $73.1M | $-9.0M | ||
| Q2 24 | $123.4M | $-34.0M |
毛利率ATKRROKU
| Q1 26 | — | 35.6% | ||
| Q4 25 | 19.2% | 43.5% | ||
| Q3 25 | 19.7% | 43.4% | ||
| Q2 25 | 23.4% | 44.8% | ||
| Q1 25 | 26.4% | 43.6% | ||
| Q4 24 | 25.9% | 42.7% | ||
| Q3 24 | 27.4% | 45.2% | ||
| Q2 24 | 34.0% | 43.9% |
营业利润率ATKRROKU
| Q1 26 | — | 59.7% | ||
| Q4 25 | 3.1% | 4.7% | ||
| Q3 25 | -7.5% | 0.8% | ||
| Q2 25 | 8.7% | -2.1% | ||
| Q1 25 | -7.4% | -5.7% | ||
| Q4 24 | 10.3% | -3.3% | ||
| Q3 24 | 12.9% | -3.4% | ||
| Q2 24 | 20.5% | -7.4% |
净利率ATKRROKU
| Q1 26 | — | -2.2% | ||
| Q4 25 | 2.3% | 5.8% | ||
| Q3 25 | -7.2% | 2.0% | ||
| Q2 25 | 5.8% | 0.9% | ||
| Q1 25 | -7.1% | -2.7% | ||
| Q4 24 | 7.0% | -3.0% | ||
| Q3 24 | 9.3% | -0.9% | ||
| Q2 24 | 15.0% | -3.5% |
每股收益（稀释后）ATKRROKU
| Q1 26 | — | $0.57 | ||
| Q4 25 | $0.44 | $0.55 | ||
| Q3 25 | $-1.55 | $0.16 | ||
| Q2 25 | $1.25 | $0.07 | ||
| Q1 25 | $-1.46 | $-0.19 | ||
| Q4 24 | $1.31 | $-0.24 | ||
| Q3 24 | $2.08 | $-0.06 | ||
| Q2 24 | $3.33 | $-0.24 |
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 | $2.4B |
| 总债务越低越好 | $761.1M | — |
| 股东权益账面价值 | $1.4B | $2.7B |
| 总资产 | $2.8B | $4.4B |
| 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ATKRROKU
| Q1 26 | — | $2.4B | ||
| Q4 25 | $443.8M | $2.3B | ||
| Q3 25 | $506.7M | $2.3B | ||
| Q2 25 | $331.0M | $2.3B | ||
| Q1 25 | $330.4M | $2.3B | ||
| Q4 24 | $310.4M | $2.2B | ||
| Q3 24 | $351.4M | $2.1B | ||
| Q2 24 | $303.7M | $2.1B |
总债务ATKRROKU
| Q1 26 | — | — | ||
| Q4 25 | $761.1M | — | ||
| Q3 25 | $760.5M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $764.8M | — | ||
| Q2 24 | — | — |
股东权益ATKRROKU
| Q1 26 | — | $2.7B | ||
| Q4 25 | $1.4B | $2.7B | ||
| Q3 25 | $1.4B | $2.6B | ||
| Q2 25 | $1.5B | $2.6B | ||
| Q1 25 | $1.4B | $2.5B | ||
| Q4 24 | $1.5B | $2.5B | ||
| Q3 24 | $1.5B | $2.5B | ||
| Q2 24 | $1.6B | $2.4B |
总资产ATKRROKU
| Q1 26 | — | $4.4B | ||
| Q4 25 | $2.8B | $4.4B | ||
| Q3 25 | $2.9B | $4.4B | ||
| Q2 25 | $2.9B | $4.3B | ||
| Q1 25 | $2.9B | $4.2B | ||
| Q4 24 | $3.0B | $4.3B | ||
| Q3 24 | $3.0B | $4.3B | ||
| Q2 24 | $3.0B | $4.1B |
负债/权益比ATKRROKU
| Q1 26 | — | — | ||
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.54× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.50× | — | ||
| Q2 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 | $199.1M |
| 自由现金流经营现金流 - 资本支出 | $-67.3M | $298.4M |
| 自由现金流率自由现金流/营收 | -10.3% | 23.9% |
| 资本支出强度资本支出/营收 | 1.8% | — |
| 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 | $640.0M |
8季度趋势，按日历期对齐
经营现金流ATKRROKU
| Q1 26 | — | $199.1M | ||
| Q4 25 | $-55.5M | $107.7M | ||
| Q3 25 | $210.4M | $127.6M | ||
| Q2 25 | $31.4M | $109.7M | ||
| Q1 25 | $86.6M | $138.7M | ||
| Q4 24 | $74.4M | $79.3M | ||
| Q3 24 | $199.1M | $68.7M | ||
| Q2 24 | $104.6M | $23.4M |
自由现金流ATKRROKU
| Q1 26 | — | $298.4M | ||
| Q4 25 | $-67.3M | $106.6M | ||
| Q3 25 | $188.2M | $126.5M | ||
| Q2 25 | $10.1M | $108.6M | ||
| Q1 25 | $64.2M | $136.8M | ||
| Q4 24 | $33.1M | $76.8M | ||
| Q3 24 | $154.3M | $67.6M | ||
| Q2 24 | $73.1M | $22.5M |
自由现金流率ATKRROKU
| Q1 26 | — | 23.9% | ||
| Q4 25 | -10.3% | 7.6% | ||
| Q3 25 | 25.0% | 10.4% | ||
| Q2 25 | 1.4% | 9.8% | ||
| Q1 25 | 9.2% | 13.4% | ||
| Q4 24 | 5.0% | 6.4% | ||
| Q3 24 | 19.6% | 6.4% | ||
| Q2 24 | 8.9% | 2.3% |
资本支出强度ATKRROKU
| Q1 26 | — | — | ||
| Q4 25 | 1.8% | 0.1% | ||
| Q3 25 | 3.0% | 0.1% | ||
| Q2 25 | 2.9% | 0.1% | ||
| Q1 25 | 3.2% | 0.2% | ||
| Q4 24 | 6.2% | 0.2% | ||
| Q3 24 | 5.7% | 0.1% | ||
| Q2 24 | 3.8% | 0.1% |
现金转化率ATKRROKU
| Q1 26 | — | — | ||
| Q4 25 | -3.69× | 1.34× | ||
| Q3 25 | — | 5.14× | ||
| Q2 25 | 0.73× | 10.45× | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.61× | — | ||
| Q3 24 | 2.72× | — | ||
| Q2 24 | 0.85× | — |
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% |
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
