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Atmus Filtration Technologies Inc.（ATMU）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是Atmus Filtration Technologies Inc.的1.7倍（$772.1M vs $446.6M），Revvity净利率更高（12.7% vs 10.7%，领先2.0%），Atmus Filtration Technologies Inc.同比增速更快（9.8% vs 5.9%），Revvity自由现金流更多（$161.8M vs $31.2M），过去两年Revvity的营收复合增速更高（9.0% 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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
ATMU vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.7倍
$446.6M
营收增速更快
ATMU
高出4.0%
5.9%
净利率更高
RVTY
高出2.0%
10.7%
自由现金流更多
RVTY
多$130.6M
$31.2M
两年增速更快
RVTY
近两年复合增速
2.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $446.6M | $772.1M |
| 净利润 | $48.0M | $98.4M |
| 毛利率 | 28.5% | — |
| 营业利润率 | 15.8% | 14.5% |
| 净利率 | 10.7% | 12.7% |
| 营收同比 | 9.8% | 5.9% |
| 净利润同比 | 19.7% | 3.9% |
| 每股收益（稀释后） | $0.58 | $0.86 |
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ATMURVTY
| Q4 25 | $446.6M | $772.1M | ||
| Q3 25 | $447.7M | $698.9M | ||
| Q2 25 | $453.5M | $720.3M | ||
| Q1 25 | $416.5M | $664.8M | ||
| Q4 24 | $406.7M | $729.4M | ||
| Q3 24 | $403.7M | $684.0M | ||
| Q2 24 | $432.6M | $691.7M | ||
| Q1 24 | $426.6M | $649.9M |
净利润ATMURVTY
| Q4 25 | $48.0M | $98.4M | ||
| Q3 25 | $54.8M | $46.7M | ||
| Q2 25 | $59.9M | $53.9M | ||
| Q1 25 | $44.7M | $42.2M | ||
| Q4 24 | $40.1M | $94.6M | ||
| Q3 24 | $43.8M | $94.4M | ||
| Q2 24 | $56.2M | $55.4M | ||
| Q1 24 | $45.5M | $26.0M |
毛利率ATMURVTY
| Q4 25 | 28.5% | — | ||
| Q3 25 | 28.9% | 53.6% | ||
| Q2 25 | 28.9% | 54.5% | ||
| Q1 25 | 26.5% | 56.5% | ||
| Q4 24 | 26.3% | — | ||
| Q3 24 | 27.6% | 56.3% | ||
| Q2 24 | 30.5% | 55.7% | ||
| Q1 24 | 26.2% | 54.6% |
营业利润率ATMURVTY
| Q4 25 | 15.8% | 14.5% | ||
| Q3 25 | 18.3% | 11.7% | ||
| Q2 25 | 18.0% | 12.6% | ||
| Q1 25 | 15.6% | 10.9% | ||
| Q4 24 | 13.4% | 16.3% | ||
| Q3 24 | 15.7% | 14.3% | ||
| Q2 24 | 18.4% | 12.4% | ||
| Q1 24 | 16.1% | 6.8% |
净利率ATMURVTY
| Q4 25 | 10.7% | 12.7% | ||
| Q3 25 | 12.2% | 6.7% | ||
| Q2 25 | 13.2% | 7.5% | ||
| Q1 25 | 10.7% | 6.4% | ||
| Q4 24 | 9.9% | 13.0% | ||
| Q3 24 | 10.8% | 13.8% | ||
| Q2 24 | 13.0% | 8.0% | ||
| Q1 24 | 10.7% | 4.0% |
每股收益（稀释后）ATMURVTY
| Q4 25 | $0.58 | $0.86 | ||
| Q3 25 | $0.66 | $0.40 | ||
| Q2 25 | $0.72 | $0.46 | ||
| Q1 25 | $0.54 | $0.35 | ||
| Q4 24 | $0.49 | $0.77 | ||
| Q3 24 | $0.52 | $0.77 | ||
| Q2 24 | $0.67 | $0.45 | ||
| Q1 24 | $0.54 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | $570.0M | — |
| 股东权益账面价值 | $378.5M | $7.3B |
| 总资产 | $1.4B | $12.2B |
| 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ATMURVTY
| Q4 25 | $236.4M | $919.9M | ||
| Q3 25 | $218.3M | $931.4M | ||
| Q2 25 | $190.8M | $991.8M | ||
| Q1 25 | $183.3M | $1.1B | ||
| Q4 24 | $184.3M | $1.2B | ||
| Q3 24 | $196.8M | $1.2B | ||
| Q2 24 | $160.5M | $2.0B | ||
| Q1 24 | $149.2M | $1.7B |
总债务ATMURVTY
| 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ATMURVTY
| Q4 25 | $378.5M | $7.3B | ||
| Q3 25 | $336.7M | $7.4B | ||
| Q2 25 | $316.3M | $7.6B | ||
| Q1 25 | $265.3M | $7.6B | ||
| Q4 24 | $227.4M | $7.7B | ||
| Q3 24 | $221.2M | $7.9B | ||
| Q2 24 | $178.1M | $7.9B | ||
| Q1 24 | $121.8M | $7.8B |
总资产ATMURVTY
| Q4 25 | $1.4B | $12.2B | ||
| Q3 25 | $1.3B | $12.1B | ||
| Q2 25 | $1.3B | $12.4B | ||
| Q1 25 | $1.2B | $12.4B | ||
| Q4 24 | $1.2B | $12.4B | ||
| Q3 24 | $1.2B | $12.8B | ||
| Q2 24 | $1.2B | $13.4B | ||
| Q1 24 | $1.1B | $13.4B |
负债/权益比ATMURVTY
| 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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $31.2M | $161.8M |
| 自由现金流率自由现金流/营收 | 7.0% | 21.0% |
| 资本支出强度资本支出/营收 | 3.6% | 2.6% |
| 现金转化率经营现金流/净利润 | 0.99× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $148.8M | $509.4M |
8季度趋势，按日历期对齐
经营现金流ATMURVTY
| Q4 25 | $47.5M | $182.0M | ||
| Q3 25 | $82.1M | $138.5M | ||
| Q2 25 | $44.4M | $134.3M | ||
| Q1 25 | $28.7M | $128.2M | ||
| Q4 24 | $20.0M | $174.2M | ||
| Q3 24 | $70.7M | $147.9M | ||
| Q2 24 | $22.9M | $158.6M | ||
| Q1 24 | $-8.2M | $147.6M |
自由现金流ATMURVTY
| Q4 25 | $31.2M | $161.8M | ||
| Q3 25 | $68.9M | $120.0M | ||
| Q2 25 | $32.4M | $115.5M | ||
| Q1 25 | $16.3M | $112.2M | ||
| Q4 24 | $10.0M | $149.8M | ||
| Q3 24 | $54.3M | $125.6M | ||
| Q2 24 | $11.3M | $136.6M | ||
| Q1 24 | $-18.8M | $129.7M |
自由现金流率ATMURVTY
| Q4 25 | 7.0% | 21.0% | ||
| Q3 25 | 15.4% | 17.2% | ||
| Q2 25 | 7.1% | 16.0% | ||
| Q1 25 | 3.9% | 16.9% | ||
| Q4 24 | 2.5% | 20.5% | ||
| Q3 24 | 13.5% | 18.4% | ||
| Q2 24 | 2.6% | 19.7% | ||
| Q1 24 | -4.4% | 20.0% |
资本支出强度ATMURVTY
| Q4 25 | 3.6% | 2.6% | ||
| Q3 25 | 2.9% | 2.6% | ||
| Q2 25 | 2.6% | 2.6% | ||
| Q1 25 | 3.0% | 2.4% | ||
| Q4 24 | 2.5% | 3.4% | ||
| Q3 24 | 4.1% | 3.3% | ||
| Q2 24 | 2.7% | 3.2% | ||
| Q1 24 | 2.5% | 2.7% |
现金转化率ATMURVTY
| Q4 25 | 0.99× | 1.85× | ||
| Q3 25 | 1.50× | 2.97× | ||
| Q2 25 | 0.74× | 2.49× | ||
| Q1 25 | 0.64× | 3.03× | ||
| Q4 24 | 0.50× | 1.84× | ||
| Q3 24 | 1.61× | 1.57× | ||
| Q2 24 | 0.41× | 2.87× | ||
| Q1 24 | -0.18× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
