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Atkore Inc.（ATKR）与SOLAREDGE TECHNOLOGIES, INC.（SEDG）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SOLAREDGE TECHNOLOGIES, INC.的2.0倍（$655.5M vs $335.4M），Atkore Inc.净利率更高（2.3% vs -39.4%，领先41.7%），SOLAREDGE TECHNOLOGIES, INC.同比增速更快（70.9% vs -0.9%），SOLAREDGE TECHNOLOGIES, INC.自由现金流更多（$43.3M vs $-67.3M），过去两年SOLAREDGE TECHNOLOGIES, INC.的营收复合增速更高（28.1% 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。
SolarEdge Technologies是一家以色列新能源科技企业，核心研发并推出了直流优化逆变器系统，该方案可提升光伏发电的能效表现，助力光伏系统实现更稳定、高效的电力转换，在全球分布式光伏领域拥有广泛的应用场景和市场认可度。
ATKR vs SEDG — 直观对比
营收规模更大
ATKR
是对方的2.0倍
$335.4M
营收增速更快
SEDG
高出71.8%
-0.9%
净利率更高
ATKR
高出41.7%
-39.4%
自由现金流更多
SEDG
多$110.6M
$-67.3M
两年增速更快
SEDG
近两年复合增速
-9.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $655.5M | $335.4M |
| 净利润 | $15.0M | $-132.1M |
| 毛利率 | 19.2% | 22.2% |
| 营业利润率 | 3.1% | -14.4% |
| 净利率 | 2.3% | -39.4% |
| 营收同比 | -0.9% | 70.9% |
| 净利润同比 | -67.6% | 54.0% |
| 每股收益（稀释后） | $0.44 | $-2.21 |
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ATKRSEDG
| Q4 25 | $655.5M | $335.4M | ||
| Q3 25 | $752.0M | $340.2M | ||
| Q2 25 | $735.0M | $289.4M | ||
| Q1 25 | $701.7M | $219.5M | ||
| Q4 24 | $661.6M | $196.2M | ||
| Q3 24 | $788.3M | $235.4M | ||
| Q2 24 | $822.4M | $265.4M | ||
| Q1 24 | $792.9M | $204.4M |
净利润ATKRSEDG
| Q4 25 | $15.0M | $-132.1M | ||
| Q3 25 | $-54.4M | $-50.1M | ||
| Q2 25 | $43.0M | $-124.7M | ||
| Q1 25 | $-50.1M | $-98.5M | ||
| Q4 24 | $46.3M | $-287.4M | ||
| Q3 24 | $73.1M | $-1.2B | ||
| Q2 24 | $123.4M | $-130.8M | ||
| Q1 24 | $138.0M | $-157.3M |
毛利率ATKRSEDG
| Q4 25 | 19.2% | 22.2% | ||
| Q3 25 | 19.7% | 21.2% | ||
| Q2 25 | 23.4% | 11.1% | ||
| Q1 25 | 26.4% | 8.0% | ||
| Q4 24 | 25.9% | -57.2% | ||
| Q3 24 | 27.4% | -309.1% | ||
| Q2 24 | 34.0% | -4.1% | ||
| Q1 24 | 36.8% | -12.8% |
营业利润率ATKRSEDG
| Q4 25 | 3.1% | -14.4% | ||
| Q3 25 | -7.5% | -10.3% | ||
| Q2 25 | 8.7% | -39.9% | ||
| Q1 25 | -7.4% | -46.8% | ||
| Q4 24 | 10.3% | -134.4% | ||
| Q3 24 | 12.9% | -471.8% | ||
| Q2 24 | 20.5% | -60.4% | ||
| Q1 24 | 22.6% | -85.0% |
净利率ATKRSEDG
| Q4 25 | 2.3% | -39.4% | ||
| Q3 25 | -7.2% | -14.7% | ||
| Q2 25 | 5.8% | -43.1% | ||
| Q1 25 | -7.1% | -44.9% | ||
| Q4 24 | 7.0% | -146.5% | ||
| Q3 24 | 9.3% | -522.8% | ||
| Q2 24 | 15.0% | -49.3% | ||
| Q1 24 | 17.4% | -77.0% |
每股收益（稀释后）ATKRSEDG
| Q4 25 | $0.44 | $-2.21 | ||
| Q3 25 | $-1.55 | $-0.84 | ||
| Q2 25 | $1.25 | $-2.13 | ||
| Q1 25 | $-1.46 | $-1.70 | ||
| Q4 24 | $1.31 | $-5.00 | ||
| Q3 24 | $2.08 | $-21.58 | ||
| Q2 24 | $3.33 | $-2.31 | ||
| Q1 24 | $3.67 | $-2.75 |
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 | $493.2M |
| 总债务越低越好 | $761.1M | — |
| 股东权益账面价值 | $1.4B | $427.5M |
| 总资产 | $2.8B | $2.2B |
| 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ATKRSEDG
| Q4 25 | $443.8M | $493.2M | ||
| Q3 25 | $506.7M | $498.6M | ||
| Q2 25 | $331.0M | $758.0M | ||
| Q1 25 | $330.4M | $651.6M | ||
| Q4 24 | $310.4M | $585.9M | ||
| Q3 24 | $351.4M | $678.8M | ||
| Q2 24 | $303.7M | $689.8M | ||
| Q1 24 | $368.1M | $680.6M |
总债务ATKRSEDG
| 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ATKRSEDG
| Q4 25 | $1.4B | $427.5M | ||
| Q3 25 | $1.4B | $479.8M | ||
| Q2 25 | $1.5B | $513.2M | ||
| Q1 25 | $1.4B | $594.2M | ||
| Q4 24 | $1.5B | $658.3M | ||
| Q3 24 | $1.5B | $930.9M | ||
| Q2 24 | $1.6B | $2.1B | ||
| Q1 24 | $1.6B | $2.2B |
总资产ATKRSEDG
| Q4 25 | $2.8B | $2.2B | ||
| Q3 25 | $2.9B | $2.2B | ||
| Q2 25 | $2.9B | $2.5B | ||
| Q1 25 | $2.9B | $2.5B | ||
| Q4 24 | $3.0B | $2.6B | ||
| Q3 24 | $3.0B | $2.8B | ||
| Q2 24 | $3.0B | $3.9B | ||
| Q1 24 | $3.0B | $4.2B |
负债/权益比ATKRSEDG
| 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 | $52.6M |
| 自由现金流经营现金流 - 资本支出 | $-67.3M | $43.3M |
| 自由现金流率自由现金流/营收 | -10.3% | 12.9% |
| 资本支出强度资本支出/营收 | 1.8% | 2.8% |
| 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 | $80.8M |
8季度趋势，按日历期对齐
经营现金流ATKRSEDG
| Q4 25 | $-55.5M | $52.6M | ||
| Q3 25 | $210.4M | $25.6M | ||
| Q2 25 | $31.4M | $-7.8M | ||
| Q1 25 | $86.6M | $33.8M | ||
| Q4 24 | $74.4M | $37.8M | ||
| Q3 24 | $199.1M | $-89.3M | ||
| Q2 24 | $104.6M | $-44.8M | ||
| Q1 24 | $87.2M | $-217.0M |
自由现金流ATKRSEDG
| Q4 25 | $-67.3M | $43.3M | ||
| Q3 25 | $188.2M | $22.8M | ||
| Q2 25 | $10.1M | $-9.1M | ||
| Q1 25 | $64.2M | $23.7M | ||
| Q4 24 | $33.1M | $25.5M | ||
| Q3 24 | $154.3M | $-136.7M | ||
| Q2 24 | $73.1M | $-67.0M | ||
| Q1 24 | $58.0M | $-243.4M |
自由现金流率ATKRSEDG
| Q4 25 | -10.3% | 12.9% | ||
| Q3 25 | 25.0% | 6.7% | ||
| Q2 25 | 1.4% | -3.1% | ||
| Q1 25 | 9.2% | 10.8% | ||
| Q4 24 | 5.0% | 13.0% | ||
| Q3 24 | 19.6% | -58.1% | ||
| Q2 24 | 8.9% | -25.2% | ||
| Q1 24 | 7.3% | -119.1% |
资本支出强度ATKRSEDG
| Q4 25 | 1.8% | 2.8% | ||
| Q3 25 | 3.0% | 0.8% | ||
| Q2 25 | 2.9% | 0.4% | ||
| Q1 25 | 3.2% | 4.6% | ||
| Q4 24 | 6.2% | 6.2% | ||
| Q3 24 | 5.7% | 20.1% | ||
| Q2 24 | 3.8% | 8.4% | ||
| Q1 24 | 3.7% | 12.9% |
现金转化率ATKRSEDG
| Q4 25 | -3.69× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.61× | — | ||
| Q3 24 | 2.72× | — | ||
| Q2 24 | 0.85× | — | ||
| 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% |
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
