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Atmus Filtration Technologies Inc.（ATMU）与镜泰（GNTX）财务数据对比。点击上方公司名可切换其他公司
镜泰的季度营收约是Atmus Filtration Technologies Inc.的1.4倍（$644.4M vs $446.6M）。镜泰净利率更高（14.5% vs 10.7%，领先3.7%）。镜泰同比增速更快（19.0% vs 9.8%）。镜泰自由现金流更多（$99.8M vs $31.2M）。过去两年镜泰的营收复合增速更高（4.5% vs 2.3%）
Atmus过滤技术公司是一家专业过滤解决方案提供商，研发、生产和销售空气、燃油、机油、液压等多场景过滤系统，服务全球汽车、重型车辆、工业设备、航空航天领域的原厂配套及售后替换市场。
镜泰（Gentex Corp）是美国电子科技企业，面向汽车行业研发生产自动防眩目后视镜、摄像头式驾驶辅助系统等产品，为各类航空市场供应可调光飞机舷窗，同时面向北美消防市场提供光电烟雾探测器、信号设备及HomeLink无线系列产品。
ATMU vs GNTX — 直观对比
营收规模更大
GNTX
是对方的1.4倍
$446.6M
营收增速更快
GNTX
高出9.2%
9.8%
净利率更高
GNTX
高出3.7%
10.7%
自由现金流更多
GNTX
多$68.6M
$31.2M
两年增速更快
GNTX
近两年复合增速
2.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $446.6M | $644.4M |
| 净利润 | $48.0M | $93.3M |
| 毛利率 | 28.5% | 34.8% |
| 营业利润率 | 15.8% | 18.6% |
| 净利率 | 10.7% | 14.5% |
| 营收同比 | 9.8% | 19.0% |
| 净利润同比 | 19.7% | 6.4% |
| 每股收益（稀释后） | $0.58 | $0.43 |
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ATMUGNTX
| Q4 25 | $446.6M | $644.4M | ||
| Q3 25 | $447.7M | $655.2M | ||
| Q2 25 | $453.5M | $657.9M | ||
| Q1 25 | $416.5M | $576.8M | ||
| Q4 24 | $406.7M | $541.6M | ||
| Q3 24 | $403.7M | $608.5M | ||
| Q2 24 | $432.6M | $572.9M | ||
| Q1 24 | $426.6M | $590.2M |
净利润ATMUGNTX
| Q4 25 | $48.0M | $93.3M | ||
| Q3 25 | $54.8M | $101.0M | ||
| Q2 25 | $59.9M | $96.0M | ||
| Q1 25 | $44.7M | $94.9M | ||
| Q4 24 | $40.1M | $87.7M | ||
| Q3 24 | $43.8M | $122.5M | ||
| Q2 24 | $56.2M | $86.0M | ||
| Q1 24 | $45.5M | $108.2M |
毛利率ATMUGNTX
| Q4 25 | 28.5% | 34.8% | ||
| Q3 25 | 28.9% | 34.4% | ||
| Q2 25 | 28.9% | 34.2% | ||
| Q1 25 | 26.5% | 33.2% | ||
| Q4 24 | 26.3% | 32.5% | ||
| Q3 24 | 27.6% | 33.5% | ||
| Q2 24 | 30.5% | 32.9% | ||
| Q1 24 | 26.2% | 34.3% |
营业利润率ATMUGNTX
| Q4 25 | 15.8% | 18.6% | ||
| Q3 25 | 18.3% | 18.7% | ||
| Q2 25 | 18.0% | 18.0% | ||
| Q1 25 | 15.6% | 19.6% | ||
| Q4 24 | 13.4% | 16.6% | ||
| Q3 24 | 15.7% | 20.7% | ||
| Q2 24 | 18.4% | 20.1% | ||
| Q1 24 | 16.1% | 21.9% |
净利率ATMUGNTX
| Q4 25 | 10.7% | 14.5% | ||
| Q3 25 | 12.2% | 15.4% | ||
| Q2 25 | 13.2% | 14.6% | ||
| Q1 25 | 10.7% | 16.4% | ||
| Q4 24 | 9.9% | 16.2% | ||
| Q3 24 | 10.8% | 20.1% | ||
| Q2 24 | 13.0% | 15.0% | ||
| Q1 24 | 10.7% | 18.3% |
每股收益（稀释后）ATMUGNTX
| Q4 25 | $0.58 | $0.43 | ||
| Q3 25 | $0.66 | $0.46 | ||
| Q2 25 | $0.72 | $0.43 | ||
| Q1 25 | $0.54 | $0.42 | ||
| Q4 24 | $0.49 | $0.39 | ||
| Q3 24 | $0.52 | $0.53 | ||
| Q2 24 | $0.67 | $0.37 | ||
| Q1 24 | $0.54 | $0.47 |
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 | $236.4M | $151.0M |
| 总债务越低越好 | $570.0M | — |
| 股东权益账面价值 | $378.5M | $2.5B |
| 总资产 | $1.4B | $2.9B |
| 负债/权益比越低杠杆越低 | 1.51× | — |
8季度趋势，按日历期对齐
现金及短期投资ATMUGNTX
| Q4 25 | $236.4M | $151.0M | ||
| Q3 25 | $218.3M | $183.4M | ||
| Q2 25 | $190.8M | $141.1M | ||
| Q1 25 | $183.3M | $307.1M | ||
| Q4 24 | $184.3M | $255.6M | ||
| Q3 24 | $196.8M | $200.1M | ||
| Q2 24 | $160.5M | $275.8M | ||
| Q1 24 | $149.2M | $265.8M |
总债务ATMUGNTX
| Q4 25 | $570.0M | — | ||
| Q3 25 | $577.5M | — | ||
| Q2 25 | $585.0M | — | ||
| Q1 25 | $588.8M | — | ||
| Q4 24 | $592.5M | — | ||
| Q3 24 | $596.2M | — | ||
| Q2 24 | $600.0M | — | ||
| Q1 24 | $600.0M | — |
股东权益ATMUGNTX
| Q4 25 | $378.5M | $2.5B | ||
| Q3 25 | $336.7M | $2.5B | ||
| Q2 25 | $316.3M | $2.4B | ||
| Q1 25 | $265.3M | $2.5B | ||
| Q4 24 | $227.4M | $2.5B | ||
| Q3 24 | $221.2M | $2.4B | ||
| Q2 24 | $178.1M | $2.4B | ||
| Q1 24 | $121.8M | $2.4B |
总资产ATMUGNTX
| Q4 25 | $1.4B | $2.9B | ||
| Q3 25 | $1.3B | $2.9B | ||
| Q2 25 | $1.3B | $2.8B | ||
| Q1 25 | $1.2B | $2.8B | ||
| Q4 24 | $1.2B | $2.8B | ||
| Q3 24 | $1.2B | $2.7B | ||
| Q2 24 | $1.2B | $2.7B | ||
| Q1 24 | $1.1B | $2.7B |
负债/权益比ATMUGNTX
| Q4 25 | 1.51× | — | ||
| Q3 25 | 1.72× | — | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 2.22× | — | ||
| Q4 24 | 2.61× | — | ||
| Q3 24 | 2.70× | — | ||
| Q2 24 | 3.37× | — | ||
| Q1 24 | 4.93× | — |
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 | $47.5M | $125.5M |
| 自由现金流经营现金流 - 资本支出 | $31.2M | $99.8M |
| 自由现金流率自由现金流/营收 | 7.0% | 15.5% |
| 资本支出强度资本支出/营收 | 3.6% | 4.0% |
| 现金转化率经营现金流/净利润 | 0.99× | 1.35× |
| 过去12个月自由现金流最近4个季度 | $148.8M | $458.0M |
8季度趋势，按日历期对齐
经营现金流ATMUGNTX
| Q4 25 | $47.5M | $125.5M | ||
| Q3 25 | $82.1M | $147.0M | ||
| Q2 25 | $44.4M | $166.1M | ||
| Q1 25 | $28.7M | $148.5M | ||
| Q4 24 | $20.0M | $154.4M | ||
| Q3 24 | $70.7M | $84.7M | ||
| Q2 24 | $22.9M | $129.3M | ||
| Q1 24 | $-8.2M | $129.9M |
自由现金流ATMUGNTX
| Q4 25 | $31.2M | $99.8M | ||
| Q3 25 | $68.9M | $111.4M | ||
| Q2 25 | $32.4M | $135.0M | ||
| Q1 25 | $16.3M | $111.8M | ||
| Q4 24 | $10.0M | $112.7M | ||
| Q3 24 | $54.3M | $45.4M | ||
| Q2 24 | $11.3M | $97.5M | ||
| Q1 24 | $-18.8M | $98.0M |
自由现金流率ATMUGNTX
| Q4 25 | 7.0% | 15.5% | ||
| Q3 25 | 15.4% | 17.0% | ||
| Q2 25 | 7.1% | 20.5% | ||
| Q1 25 | 3.9% | 19.4% | ||
| Q4 24 | 2.5% | 20.8% | ||
| Q3 24 | 13.5% | 7.5% | ||
| Q2 24 | 2.6% | 17.0% | ||
| Q1 24 | -4.4% | 16.6% |
资本支出强度ATMUGNTX
| Q4 25 | 3.6% | 4.0% | ||
| Q3 25 | 2.9% | 5.4% | ||
| Q2 25 | 2.6% | 4.7% | ||
| Q1 25 | 3.0% | 6.4% | ||
| Q4 24 | 2.5% | 7.7% | ||
| Q3 24 | 4.1% | 6.5% | ||
| Q2 24 | 2.7% | 5.5% | ||
| Q1 24 | 2.5% | 5.4% |
现金转化率ATMUGNTX
| Q4 25 | 0.99× | 1.35× | ||
| Q3 25 | 1.50× | 1.46× | ||
| Q2 25 | 0.74× | 1.73× | ||
| Q1 25 | 0.64× | 1.57× | ||
| Q4 24 | 0.50× | 1.76× | ||
| Q3 24 | 1.61× | 0.69× | ||
| Q2 24 | 0.41× | 1.50× | ||
| Q1 24 | -0.18× | 1.20× |
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
ATMU
| Fuel Products | $219.1M | 49% |
| Lube | $84.8M | 19% |
| Air | $74.0M | 17% |
| Other | $68.7M | 15% |
| Related Party | $14.9M | 3% |
GNTX
| Automotive Mirrors Electronics | $513.5M | 80% |
| Other | $53.2M | 8% |
| Other Products | $40.3M | 6% |
| Home Link Modules | $26.8M | 4% |
| Windows Product | $6.2M | 1% |
| Fire Protection Products | $4.4M | 1% |
