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Atkore Inc.（ATKR）与Sunrun Inc.（RUN）财务数据对比。点击上方公司名可切换其他公司
Sunrun Inc.的季度营收约是Atkore Inc.的1.8倍（$1.2B vs $655.5M）。Sunrun Inc.净利率更高（8.9% vs 2.3%，领先6.6%）。Sunrun Inc.同比增速更快（123.5% vs -0.9%）。过去两年Sunrun Inc.的营收复合增速更高（59.0% 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。
Sunrun Inc.是美国知名的光伏系统及电池储能产品供应商，业务以服务住宅客户为主，2007年成立，总部位于加利福尼亚州旧金山，致力于为家庭用户提供高效的清洁能源解决方案。
ATKR vs RUN — 直观对比
营收规模更大
RUN
是对方的1.8倍
$655.5M
营收增速更快
RUN
高出124.4%
-0.9%
净利率更高
RUN
高出6.6%
2.3%
两年增速更快
RUN
近两年复合增速
-9.1%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $655.5M | $1.2B |
| 净利润 | $15.0M | $103.6M |
| 毛利率 | 19.2% | — |
| 营业利润率 | 3.1% | 8.4% |
| 净利率 | 2.3% | 8.9% |
| 营收同比 | -0.9% | 123.5% |
| 净利润同比 | -67.6% | 103.7% |
| 每股收益（稀释后） | $0.44 | $0.38 |
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ATKRRUN
| Q4 25 | $655.5M | $1.2B | ||
| Q3 25 | $752.0M | $724.6M | ||
| Q2 25 | $735.0M | $569.3M | ||
| Q1 25 | $701.7M | $504.3M | ||
| Q4 24 | $661.6M | $518.5M | ||
| Q3 24 | $788.3M | $537.2M | ||
| Q2 24 | $822.4M | $523.9M | ||
| Q1 24 | $792.9M | $458.2M |
净利润ATKRRUN
| Q4 25 | $15.0M | $103.6M | ||
| Q3 25 | $-54.4M | $16.6M | ||
| Q2 25 | $43.0M | $279.8M | ||
| Q1 25 | $-50.1M | $50.0M | ||
| Q4 24 | $46.3M | $-2.8B | ||
| Q3 24 | $73.1M | $-83.8M | ||
| Q2 24 | $123.4M | $139.1M | ||
| Q1 24 | $138.0M | $-87.8M |
毛利率ATKRRUN
| 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ATKRRUN
| Q4 25 | 3.1% | 8.4% | ||
| Q3 25 | -7.5% | 0.5% | ||
| Q2 25 | 8.7% | -19.7% | ||
| Q1 25 | -7.4% | -22.8% | ||
| Q4 24 | 10.3% | -628.0% | ||
| Q3 24 | 12.9% | -23.8% | ||
| Q2 24 | 20.5% | -24.4% | ||
| Q1 24 | 22.6% | -40.0% |
净利率ATKRRUN
| Q4 25 | 2.3% | 8.9% | ||
| Q3 25 | -7.2% | 2.3% | ||
| Q2 25 | 5.8% | 49.1% | ||
| Q1 25 | -7.1% | 9.9% | ||
| Q4 24 | 7.0% | -542.7% | ||
| Q3 24 | 9.3% | -15.6% | ||
| Q2 24 | 15.0% | 26.5% | ||
| Q1 24 | 17.4% | -19.2% |
每股收益（稀释后）ATKRRUN
| Q4 25 | $0.44 | $0.38 | ||
| Q3 25 | $-1.55 | $0.06 | ||
| Q2 25 | $1.25 | $1.07 | ||
| Q1 25 | $-1.46 | $0.20 | ||
| Q4 24 | $1.31 | $-12.59 | ||
| Q3 24 | $2.08 | $-0.37 | ||
| Q2 24 | $3.33 | $0.55 | ||
| Q1 24 | $3.67 | $-0.40 |
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 | $14.7B |
| 股东权益账面价值 | $1.4B | $3.1B |
| 总资产 | $2.8B | $22.6B |
| 负债/权益比越低杠杆越低 | 0.54× | 4.69× |
8季度趋势，按日历期对齐
现金及短期投资ATKRRUN
| Q4 25 | $443.8M | — | ||
| Q3 25 | $506.7M | — | ||
| Q2 25 | $331.0M | — | ||
| Q1 25 | $330.4M | — | ||
| Q4 24 | $310.4M | — | ||
| Q3 24 | $351.4M | — | ||
| Q2 24 | $303.7M | — | ||
| Q1 24 | $368.1M | — |
总债务ATKRRUN
| Q4 25 | $761.1M | $14.7B | ||
| Q3 25 | $760.5M | $14.6B | ||
| Q2 25 | — | $14.0B | ||
| Q1 25 | — | $13.6B | ||
| Q4 24 | — | $12.9B | ||
| Q3 24 | $764.8M | $12.5B | ||
| Q2 24 | — | $12.0B | ||
| Q1 24 | — | $11.1B |
股东权益ATKRRUN
| Q4 25 | $1.4B | $3.1B | ||
| Q3 25 | $1.4B | $3.0B | ||
| Q2 25 | $1.5B | $2.9B | ||
| Q1 25 | $1.4B | $2.6B | ||
| Q4 24 | $1.5B | $2.6B | ||
| Q3 24 | $1.5B | $5.3B | ||
| Q2 24 | $1.6B | $5.4B | ||
| Q1 24 | $1.6B | $5.2B |
总资产ATKRRUN
| Q4 25 | $2.8B | $22.6B | ||
| Q3 25 | $2.9B | $22.2B | ||
| Q2 25 | $2.9B | $21.2B | ||
| Q1 25 | $2.9B | $20.4B | ||
| Q4 24 | $3.0B | $19.9B | ||
| Q3 24 | $3.0B | $22.1B | ||
| Q2 24 | $3.0B | $21.4B | ||
| Q1 24 | $3.0B | $20.8B |
负债/权益比ATKRRUN
| Q4 25 | 0.54× | 4.69× | ||
| Q3 25 | 0.54× | 4.90× | ||
| Q2 25 | — | 4.80× | ||
| Q1 25 | — | 5.19× | ||
| Q4 24 | — | 5.05× | ||
| Q3 24 | 0.50× | 2.36× | ||
| Q2 24 | — | 2.23× | ||
| Q1 24 | — | 2.15× |
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 | $96.9M |
| 自由现金流经营现金流 - 资本支出 | $-67.3M | — |
| 自由现金流率自由现金流/营收 | -10.3% | — |
| 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× | 0.94× |
| 过去12个月自由现金流最近4个季度 | $195.3M | — |
8季度趋势，按日历期对齐
经营现金流ATKRRUN
| Q4 25 | $-55.5M | $96.9M | ||
| Q3 25 | $210.4M | $-121.5M | ||
| Q2 25 | $31.4M | $-292.7M | ||
| Q1 25 | $86.6M | $-104.2M | ||
| Q4 24 | $74.4M | $-258.4M | ||
| Q3 24 | $199.1M | $-156.2M | ||
| Q2 24 | $104.6M | $-208.5M | ||
| Q1 24 | $87.2M | $-143.1M |
自由现金流ATKRRUN
| Q4 25 | $-67.3M | — | ||
| Q3 25 | $188.2M | — | ||
| Q2 25 | $10.1M | — | ||
| Q1 25 | $64.2M | — | ||
| Q4 24 | $33.1M | — | ||
| Q3 24 | $154.3M | $-156.4M | ||
| Q2 24 | $73.1M | — | ||
| Q1 24 | $58.0M | — |
自由现金流率ATKRRUN
| Q4 25 | -10.3% | — | ||
| Q3 25 | 25.0% | — | ||
| Q2 25 | 1.4% | — | ||
| Q1 25 | 9.2% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 19.6% | -29.1% | ||
| Q2 24 | 8.9% | — | ||
| Q1 24 | 7.3% | — |
资本支出强度ATKRRUN
| Q4 25 | 1.8% | — | ||
| Q3 25 | 3.0% | — | ||
| Q2 25 | 2.9% | — | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 6.2% | — | ||
| Q3 24 | 5.7% | 0.0% | ||
| Q2 24 | 3.8% | — | ||
| Q1 24 | 3.7% | — |
现金转化率ATKRRUN
| Q4 25 | -3.69× | 0.94× | ||
| Q3 25 | — | -7.33× | ||
| Q2 25 | 0.73× | -1.05× | ||
| Q1 25 | — | -2.08× | ||
| Q4 24 | 1.61× | — | ||
| Q3 24 | 2.72× | — | ||
| Q2 24 | 0.85× | -1.50× | ||
| Q1 24 | 0.63× | — |
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% |
RUN
| Products | $692.3M | 60% |
| Customer Agreements | $435.2M | 38% |
| Manufactured Product Other | $56.7M | 5% |
| Incentives | $31.3M | 3% |
