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Atmus Filtration Technologies Inc.（ATMU）与LCI INDUSTRIES（LCII）财务数据对比。点击上方公司名可切换其他公司
LCI INDUSTRIES的季度营收约是Atmus Filtration Technologies Inc.的2.1倍（$932.7M vs $446.6M）。Atmus Filtration Technologies Inc.净利率更高（10.7% vs 2.0%，领先8.7%）。LCI INDUSTRIES同比增速更快（16.1% vs 9.8%）。LCI INDUSTRIES自由现金流更多（$64.3M vs $31.2M）。过去两年Atmus Filtration Technologies Inc.的营收复合增速更高（2.3% vs -1.8%）
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。
拉奇核心工业有限公司前身为巴基斯坦帝国化学工业公司，是一家总部位于卡拉奇的巴基斯坦综合性企业集团，业务覆盖聚酯、医药、农用化学品、纯碱及兽药等多品类产品的研发生产，在巴基斯坦本土工业领域拥有重要市场地位。
ATMU vs LCII — 直观对比
营收规模更大
LCII
是对方的2.1倍
$446.6M
营收增速更快
LCII
高出6.3%
9.8%
净利率更高
ATMU
高出8.7%
2.0%
自由现金流更多
LCII
多$33.1M
$31.2M
两年增速更快
ATMU
近两年复合增速
-1.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $446.6M | $932.7M |
| 净利润 | $48.0M | $18.7M |
| 毛利率 | 28.5% | 22.1% |
| 营业利润率 | 15.8% | 3.8% |
| 净利率 | 10.7% | 2.0% |
| 营收同比 | 9.8% | 16.1% |
| 净利润同比 | 19.7% | 95.7% |
| 每股收益（稀释后） | $0.58 | $0.79 |
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ATMULCII
| Q4 25 | $446.6M | $932.7M | ||
| Q3 25 | $447.7M | $1.0B | ||
| Q2 25 | $453.5M | $1.1B | ||
| Q1 25 | $416.5M | $1.0B | ||
| Q4 24 | $406.7M | $803.1M | ||
| Q3 24 | $403.7M | $915.5M | ||
| Q2 24 | $432.6M | $1.1B | ||
| Q1 24 | $426.6M | $968.0M |
净利润ATMULCII
| Q4 25 | $48.0M | $18.7M | ||
| Q3 25 | $54.8M | $62.5M | ||
| Q2 25 | $59.9M | $57.6M | ||
| Q1 25 | $44.7M | $49.4M | ||
| Q4 24 | $40.1M | $9.5M | ||
| Q3 24 | $43.8M | $35.6M | ||
| Q2 24 | $56.2M | $61.2M | ||
| Q1 24 | $45.5M | $36.5M |
毛利率ATMULCII
| Q4 25 | 28.5% | 22.1% | ||
| Q3 25 | 28.9% | 24.4% | ||
| Q2 25 | 28.9% | 24.4% | ||
| Q1 25 | 26.5% | 24.1% | ||
| Q4 24 | 26.3% | 21.1% | ||
| Q3 24 | 27.6% | 24.0% | ||
| Q2 24 | 30.5% | 25.3% | ||
| Q1 24 | 26.2% | 23.1% |
营业利润率ATMULCII
| Q4 25 | 15.8% | 3.8% | ||
| Q3 25 | 18.3% | 7.3% | ||
| Q2 25 | 18.0% | 7.9% | ||
| Q1 25 | 15.6% | 7.8% | ||
| Q4 24 | 13.4% | 2.0% | ||
| Q3 24 | 15.7% | 5.9% | ||
| Q2 24 | 18.4% | 8.6% | ||
| Q1 24 | 16.1% | 6.0% |
净利率ATMULCII
| Q4 25 | 10.7% | 2.0% | ||
| Q3 25 | 12.2% | 6.0% | ||
| Q2 25 | 13.2% | 5.2% | ||
| Q1 25 | 10.7% | 4.7% | ||
| Q4 24 | 9.9% | 1.2% | ||
| Q3 24 | 10.8% | 3.9% | ||
| Q2 24 | 13.0% | 5.8% | ||
| Q1 24 | 10.7% | 3.8% |
每股收益（稀释后）ATMULCII
| Q4 25 | $0.58 | $0.79 | ||
| Q3 25 | $0.66 | $2.55 | ||
| Q2 25 | $0.72 | $2.29 | ||
| Q1 25 | $0.54 | $1.94 | ||
| Q4 24 | $0.49 | $0.37 | ||
| Q3 24 | $0.52 | $1.39 | ||
| Q2 24 | $0.67 | $2.40 | ||
| Q1 24 | $0.54 | $1.44 |
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 | $222.6M |
| 总债务越低越好 | $570.0M | $945.2M |
| 股东权益账面价值 | $378.5M | $1.4B |
| 总资产 | $1.4B | $3.2B |
| 负债/权益比越低杠杆越低 | 1.51× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资ATMULCII
| Q4 25 | $236.4M | $222.6M | ||
| Q3 25 | $218.3M | $199.7M | ||
| Q2 25 | $190.8M | $191.9M | ||
| Q1 25 | $183.3M | $231.2M | ||
| Q4 24 | $184.3M | $165.8M | ||
| Q3 24 | $196.8M | $161.2M | ||
| Q2 24 | $160.5M | $130.4M | ||
| Q1 24 | $149.2M | $22.6M |
总债务ATMULCII
| Q4 25 | $570.0M | $945.2M | ||
| Q3 25 | $577.5M | $947.8M | ||
| Q2 25 | $585.0M | $948.0M | ||
| Q1 25 | $588.8M | $938.3M | ||
| Q4 24 | $592.5M | $757.3M | ||
| Q3 24 | $596.2M | $822.5M | ||
| Q2 24 | $600.0M | $829.7M | ||
| Q1 24 | $600.0M | $855.3M |
股东权益ATMULCII
| Q4 25 | $378.5M | $1.4B | ||
| Q3 25 | $336.7M | $1.4B | ||
| Q2 25 | $316.3M | $1.4B | ||
| Q1 25 | $265.3M | $1.4B | ||
| Q4 24 | $227.4M | $1.4B | ||
| Q3 24 | $221.2M | $1.4B | ||
| Q2 24 | $178.1M | $1.4B | ||
| Q1 24 | $121.8M | $1.4B |
总资产ATMULCII
| Q4 25 | $1.4B | $3.2B | ||
| Q3 25 | $1.3B | $3.2B | ||
| Q2 25 | $1.3B | $3.2B | ||
| Q1 25 | $1.2B | $3.1B | ||
| Q4 24 | $1.2B | $2.9B | ||
| Q3 24 | $1.2B | $3.0B | ||
| Q2 24 | $1.2B | $3.0B | ||
| Q1 24 | $1.1B | $3.0B |
负债/权益比ATMULCII
| Q4 25 | 1.51× | 0.69× | ||
| Q3 25 | 1.72× | 0.70× | ||
| Q2 25 | 1.85× | 0.68× | ||
| Q1 25 | 2.22× | 0.69× | ||
| Q4 24 | 2.61× | 0.55× | ||
| Q3 24 | 2.70× | 0.58× | ||
| Q2 24 | 3.37× | 0.60× | ||
| Q1 24 | 4.93× | 0.63× |
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 | $78.9M |
| 自由现金流经营现金流 - 资本支出 | $31.2M | $64.3M |
| 自由现金流率自由现金流/营收 | 7.0% | 6.9% |
| 资本支出强度资本支出/营收 | 3.6% | 1.6% |
| 现金转化率经营现金流/净利润 | 0.99× | 4.22× |
| 过去12个月自由现金流最近4个季度 | $148.8M | $278.3M |
8季度趋势，按日历期对齐
经营现金流ATMULCII
| Q4 25 | $47.5M | $78.9M | ||
| Q3 25 | $82.1M | $97.2M | ||
| Q2 25 | $44.4M | $112.2M | ||
| Q1 25 | $28.7M | $42.7M | ||
| Q4 24 | $20.0M | $106.6M | ||
| Q3 24 | $70.7M | $78.4M | ||
| Q2 24 | $22.9M | $192.9M | ||
| Q1 24 | $-8.2M | $-7.7M |
自由现金流ATMULCII
| Q4 25 | $31.2M | $64.3M | ||
| Q3 25 | $68.9M | $80.9M | ||
| Q2 25 | $32.4M | $99.5M | ||
| Q1 25 | $16.3M | $33.7M | ||
| Q4 24 | $10.0M | $95.7M | ||
| Q3 24 | $54.3M | $68.3M | ||
| Q2 24 | $11.3M | $180.2M | ||
| Q1 24 | $-18.8M | $-16.3M |
自由现金流率ATMULCII
| Q4 25 | 7.0% | 6.9% | ||
| Q3 25 | 15.4% | 7.8% | ||
| Q2 25 | 7.1% | 9.0% | ||
| Q1 25 | 3.9% | 3.2% | ||
| Q4 24 | 2.5% | 11.9% | ||
| Q3 24 | 13.5% | 7.5% | ||
| Q2 24 | 2.6% | 17.1% | ||
| Q1 24 | -4.4% | -1.7% |
资本支出强度ATMULCII
| Q4 25 | 3.6% | 1.6% | ||
| Q3 25 | 2.9% | 1.6% | ||
| Q2 25 | 2.6% | 1.2% | ||
| Q1 25 | 3.0% | 0.9% | ||
| Q4 24 | 2.5% | 1.4% | ||
| Q3 24 | 4.1% | 1.1% | ||
| Q2 24 | 2.7% | 1.2% | ||
| Q1 24 | 2.5% | 0.9% |
现金转化率ATMULCII
| Q4 25 | 0.99× | 4.22× | ||
| Q3 25 | 1.50× | 1.55× | ||
| Q2 25 | 0.74× | 1.95× | ||
| Q1 25 | 0.64× | 0.86× | ||
| Q4 24 | 0.50× | 11.17× | ||
| Q3 24 | 1.61× | 2.20× | ||
| Q2 24 | 0.41× | 3.15× | ||
| Q1 24 | -0.18× | -0.21× |
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% |
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
