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Atmus Filtration Technologies Inc.（ATMU）与摩丁制造（MOD）财务数据对比。点击上方公司名可切换其他公司
摩丁制造的季度营收约是Atmus Filtration Technologies Inc.的1.8倍（$805.0M vs $446.6M）。Atmus Filtration Technologies Inc.净利率更高（10.7% vs -5.9%，领先16.6%）。摩丁制造同比增速更快（30.5% vs 9.8%）。Atmus Filtration Technologies Inc.自由现金流更多（$31.2M vs $-17.1M）。过去两年摩丁制造的营收复合增速更高（15.5% 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。
摩丁制造是1916年成立于美国的热管理企业。创始人亚瑟·B·摩丁获拖拉机Spirex散热器专利后创立公司，曾为福特T型车生产Turbotube散热器，1941年在威斯康星州拉辛建成全球首个车用风洞，二战期间为P-51野马战斗机供应后冷却器。
ATMU vs MOD — 直观对比
营收规模更大
MOD
是对方的1.8倍
$446.6M
营收增速更快
MOD
高出20.7%
9.8%
净利率更高
ATMU
高出16.6%
-5.9%
自由现金流更多
ATMU
多$48.3M
$-17.1M
两年增速更快
MOD
近两年复合增速
2.3%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $446.6M | $805.0M |
| 净利润 | $48.0M | $-47.4M |
| 毛利率 | 28.5% | 23.1% |
| 营业利润率 | 15.8% | 11.1% |
| 净利率 | 10.7% | -5.9% |
| 营收同比 | 9.8% | 30.5% |
| 净利润同比 | 19.7% | -215.6% |
| 每股收益（稀释后） | $0.58 | $-0.90 |
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ATMUMOD
| Q4 25 | $446.6M | $805.0M | ||
| Q3 25 | $447.7M | $738.9M | ||
| Q2 25 | $453.5M | $682.8M | ||
| Q1 25 | $416.5M | $647.2M | ||
| Q4 24 | $406.7M | $616.8M | ||
| Q3 24 | $403.7M | $658.0M | ||
| Q2 24 | $432.6M | $661.5M | ||
| Q1 24 | $426.6M | $603.5M |
净利润ATMUMOD
| Q4 25 | $48.0M | $-47.4M | ||
| Q3 25 | $54.8M | $44.4M | ||
| Q2 25 | $59.9M | $51.2M | ||
| Q1 25 | $44.7M | $49.6M | ||
| Q4 24 | $40.1M | $41.0M | ||
| Q3 24 | $43.8M | $46.1M | ||
| Q2 24 | $56.2M | $47.3M | ||
| Q1 24 | $45.5M | $25.8M |
毛利率ATMUMOD
| Q4 25 | 28.5% | 23.1% | ||
| Q3 25 | 28.9% | 22.3% | ||
| Q2 25 | 28.9% | 24.2% | ||
| Q1 25 | 26.5% | 25.6% | ||
| Q4 24 | 26.3% | 24.3% | ||
| Q3 24 | 27.6% | 25.2% | ||
| Q2 24 | 30.5% | 24.6% | ||
| Q1 24 | 26.2% | 22.4% |
营业利润率ATMUMOD
| Q4 25 | 15.8% | 11.1% | ||
| Q3 25 | 18.3% | 9.9% | ||
| Q2 25 | 18.0% | 11.1% | ||
| Q1 25 | 15.6% | 11.5% | ||
| Q4 24 | 13.4% | 9.6% | ||
| Q3 24 | 15.7% | 11.4% | ||
| Q2 24 | 18.4% | 11.2% | ||
| Q1 24 | 16.1% | 7.8% |
净利率ATMUMOD
| Q4 25 | 10.7% | -5.9% | ||
| Q3 25 | 12.2% | 6.0% | ||
| Q2 25 | 13.2% | 7.5% | ||
| Q1 25 | 10.7% | 7.7% | ||
| Q4 24 | 9.9% | 6.6% | ||
| Q3 24 | 10.8% | 7.0% | ||
| Q2 24 | 13.0% | 7.2% | ||
| Q1 24 | 10.7% | 4.3% |
每股收益（稀释后）ATMUMOD
| Q4 25 | $0.58 | $-0.90 | ||
| Q3 25 | $0.66 | $0.83 | ||
| Q2 25 | $0.72 | $0.95 | ||
| Q1 25 | $0.54 | $0.92 | ||
| Q4 24 | $0.49 | $0.76 | ||
| Q3 24 | $0.52 | $0.86 | ||
| Q2 24 | $0.67 | $0.88 | ||
| Q1 24 | $0.54 | $0.48 |
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 | $98.7M |
| 总债务越低越好 | $570.0M | $570.7M |
| 股东权益账面价值 | $378.5M | $1.1B |
| 总资产 | $1.4B | $2.5B |
| 负债/权益比越低杠杆越低 | 1.51× | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资ATMUMOD
| Q4 25 | $236.4M | $98.7M | ||
| Q3 25 | $218.3M | $83.8M | ||
| Q2 25 | $190.8M | $124.5M | ||
| Q1 25 | $183.3M | $71.6M | ||
| Q4 24 | $184.3M | $83.8M | ||
| Q3 24 | $196.8M | $78.6M | ||
| Q2 24 | $160.5M | $72.9M | ||
| Q1 24 | $149.2M | $60.1M |
总债务ATMUMOD
| Q4 25 | $570.0M | $570.7M | ||
| Q3 25 | $577.5M | $525.8M | ||
| Q2 25 | $585.0M | $482.1M | ||
| Q1 25 | $588.8M | $296.7M | ||
| Q4 24 | $592.5M | $330.0M | ||
| Q3 24 | $596.2M | $359.1M | ||
| Q2 24 | $600.0M | $405.7M | ||
| Q1 24 | $600.0M | $399.9M |
股东权益ATMUMOD
| Q4 25 | $378.5M | $1.1B | ||
| Q3 25 | $336.7M | $1.1B | ||
| Q2 25 | $316.3M | $1.0B | ||
| Q1 25 | $265.3M | $910.2M | ||
| Q4 24 | $227.4M | $855.1M | ||
| Q3 24 | $221.2M | $858.8M | ||
| Q2 24 | $178.1M | $788.4M | ||
| Q1 24 | $121.8M | $747.6M |
总资产ATMUMOD
| Q4 25 | $1.4B | $2.5B | ||
| Q3 25 | $1.3B | $2.4B | ||
| Q2 25 | $1.3B | $2.2B | ||
| Q1 25 | $1.2B | $1.9B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.2B | $1.9B | ||
| Q2 24 | $1.2B | $1.9B | ||
| Q1 24 | $1.1B | $1.9B |
负债/权益比ATMUMOD
| Q4 25 | 1.51× | 0.51× | ||
| Q3 25 | 1.72× | 0.50× | ||
| Q2 25 | 1.85× | 0.48× | ||
| Q1 25 | 2.22× | 0.33× | ||
| Q4 24 | 2.61× | 0.39× | ||
| Q3 24 | 2.70× | 0.42× | ||
| Q2 24 | 3.37× | 0.51× | ||
| Q1 24 | 4.93× | 0.53× |
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 | $24.7M |
| 自由现金流经营现金流 - 资本支出 | $31.2M | $-17.1M |
| 自由现金流率自由现金流/营收 | 7.0% | -2.1% |
| 资本支出强度资本支出/营收 | 3.6% | 5.2% |
| 现金转化率经营现金流/净利润 | 0.99× | — |
| 过去12个月自由现金流最近4个季度 | $148.8M | $-20.3M |
8季度趋势，按日历期对齐
经营现金流ATMUMOD
| Q4 25 | $47.5M | $24.7M | ||
| Q3 25 | $82.1M | $1.4M | ||
| Q2 25 | $44.4M | $27.7M | ||
| Q1 25 | $28.7M | $54.8M | ||
| Q4 24 | $20.0M | $60.7M | ||
| Q3 24 | $70.7M | $57.3M | ||
| Q2 24 | $22.9M | $40.5M | ||
| Q1 24 | $-8.2M | $39.6M |
自由现金流ATMUMOD
| Q4 25 | $31.2M | $-17.1M | ||
| Q3 25 | $68.9M | $-30.5M | ||
| Q2 25 | $32.4M | $200.0K | ||
| Q1 25 | $16.3M | $27.1M | ||
| Q4 24 | $10.0M | $44.7M | ||
| Q3 24 | $54.3M | $43.8M | ||
| Q2 24 | $11.3M | $13.7M | ||
| Q1 24 | $-18.8M | $-4.3M |
自由现金流率ATMUMOD
| Q4 25 | 7.0% | -2.1% | ||
| Q3 25 | 15.4% | -4.1% | ||
| Q2 25 | 7.1% | 0.0% | ||
| Q1 25 | 3.9% | 4.2% | ||
| Q4 24 | 2.5% | 7.2% | ||
| Q3 24 | 13.5% | 6.7% | ||
| Q2 24 | 2.6% | 2.1% | ||
| Q1 24 | -4.4% | -0.7% |
资本支出强度ATMUMOD
| Q4 25 | 3.6% | 5.2% | ||
| Q3 25 | 2.9% | 4.3% | ||
| Q2 25 | 2.6% | 4.0% | ||
| Q1 25 | 3.0% | 4.3% | ||
| Q4 24 | 2.5% | 2.6% | ||
| Q3 24 | 4.1% | 2.1% | ||
| Q2 24 | 2.7% | 4.1% | ||
| Q1 24 | 2.5% | 7.3% |
现金转化率ATMUMOD
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.50× | 0.03× | ||
| Q2 25 | 0.74× | 0.54× | ||
| Q1 25 | 0.64× | 1.10× | ||
| Q4 24 | 0.50× | 1.48× | ||
| Q3 24 | 1.61× | 1.24× | ||
| Q2 24 | 0.41× | 0.86× | ||
| Q1 24 | -0.18× | 1.53× |
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% |
MOD
| Data Centers | $296.9M | 37% |
| Performance Technologies | $266.0M | 33% |
| Hvac Technologies | $107.1M | 13% |
| Air Cooled | $92.4M | 11% |
| Lb White | $25.6M | 3% |
| Climate By Design | $10.2M | 1% |
| Absolutaire | $7.0M | 1% |
