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Atmus Filtration Technologies Inc.（ATMU）与STANDARD MOTOR PRODUCTS, INC.（SMP）财务数据对比。点击上方公司名可切换其他公司
Atmus Filtration Technologies Inc.的季度营收约是STANDARD MOTOR PRODUCTS, INC.的1.2倍（$446.6M vs $385.1M），Atmus Filtration Technologies Inc.净利率更高（10.7% vs 2.0%，领先8.7%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs 9.8%），Atmus Filtration Technologies Inc.自由现金流更多（$31.2M vs $-37.6M），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% 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。
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
ATMU vs SMP — 直观对比
营收规模更大
ATMU
是对方的1.2倍
$385.1M
营收增速更快
SMP
高出2.3%
9.8%
净利率更高
ATMU
高出8.7%
2.0%
自由现金流更多
ATMU
多$68.8M
$-37.6M
两年增速更快
SMP
近两年复合增速
2.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $446.6M | $385.1M |
| 净利润 | $48.0M | $7.9M |
| 毛利率 | 28.5% | 31.7% |
| 营业利润率 | 15.8% | 5.6% |
| 净利率 | 10.7% | 2.0% |
| 营收同比 | 9.8% | 12.2% |
| 净利润同比 | 19.7% | 457.9% |
| 每股收益（稀释后） | $0.58 | $0.34 |
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ATMUSMP
| Q4 25 | $446.6M | $385.1M | ||
| Q3 25 | $447.7M | $498.8M | ||
| Q2 25 | $453.5M | $493.9M | ||
| Q1 25 | $416.5M | $413.4M | ||
| Q4 24 | $406.7M | $343.4M | ||
| Q3 24 | $403.7M | $399.3M | ||
| Q2 24 | $432.6M | $389.8M | ||
| Q1 24 | $426.6M | $331.4M |
净利润ATMUSMP
| Q4 25 | $48.0M | $7.9M | ||
| Q3 25 | $54.8M | $-4.3M | ||
| Q2 25 | $59.9M | $25.2M | ||
| Q1 25 | $44.7M | $12.6M | ||
| Q4 24 | $40.1M | $-2.2M | ||
| Q3 24 | $43.8M | $3.8M | ||
| Q2 24 | $56.2M | $17.1M | ||
| Q1 24 | $45.5M | $8.8M |
毛利率ATMUSMP
| Q4 25 | 28.5% | 31.7% | ||
| Q3 25 | 28.9% | 32.4% | ||
| Q2 25 | 28.9% | 30.6% | ||
| Q1 25 | 26.5% | 30.2% | ||
| Q4 24 | 26.3% | 29.4% | ||
| Q3 24 | 27.6% | 30.4% | ||
| Q2 24 | 30.5% | 28.6% | ||
| Q1 24 | 26.2% | 27.0% |
营业利润率ATMUSMP
| Q4 25 | 15.8% | 5.6% | ||
| Q3 25 | 18.3% | 9.5% | ||
| Q2 25 | 18.0% | 8.7% | ||
| Q1 25 | 15.6% | 5.9% | ||
| Q4 24 | 13.4% | 1.1% | ||
| Q3 24 | 15.7% | 9.3% | ||
| Q2 24 | 18.4% | 6.4% | ||
| Q1 24 | 16.1% | 4.4% |
净利率ATMUSMP
| Q4 25 | 10.7% | 2.0% | ||
| Q3 25 | 12.2% | -0.9% | ||
| Q2 25 | 13.2% | 5.1% | ||
| Q1 25 | 10.7% | 3.0% | ||
| Q4 24 | 9.9% | -0.6% | ||
| Q3 24 | 10.8% | 1.0% | ||
| Q2 24 | 13.0% | 4.4% | ||
| Q1 24 | 10.7% | 2.7% |
每股收益（稀释后）ATMUSMP
| Q4 25 | $0.58 | $0.34 | ||
| Q3 25 | $0.66 | $-0.19 | ||
| Q2 25 | $0.72 | $1.13 | ||
| Q1 25 | $0.54 | $0.56 | ||
| Q4 24 | $0.49 | $-0.09 | ||
| Q3 24 | $0.52 | $0.17 | ||
| Q2 24 | $0.67 | $0.77 | ||
| Q1 24 | $0.54 | $0.39 |
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 | — |
| 总债务越低越好 | $570.0M | $618.7M |
| 股东权益账面价值 | $378.5M | $683.7M |
| 总资产 | $1.4B | $2.0B |
| 负债/权益比越低杠杆越低 | 1.51× | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资ATMUSMP
| Q4 25 | $236.4M | — | ||
| Q3 25 | $218.3M | $87.2M | ||
| Q2 25 | $190.8M | $58.8M | ||
| Q1 25 | $183.3M | $50.3M | ||
| Q4 24 | $184.3M | $44.4M | ||
| Q3 24 | $196.8M | $26.3M | ||
| Q2 24 | $160.5M | $26.2M | ||
| Q1 24 | $149.2M | $27.1M |
总债务ATMUSMP
| Q4 25 | $570.0M | $618.7M | ||
| Q3 25 | $577.5M | $589.5M | ||
| Q2 25 | $585.0M | $636.6M | ||
| Q1 25 | $588.8M | $650.6M | ||
| Q4 24 | $592.5M | $562.3M | ||
| Q3 24 | $596.2M | $142.8M | ||
| Q2 24 | $600.0M | $208.2M | ||
| Q1 24 | $600.0M | $214.9M |
股东权益ATMUSMP
| Q4 25 | $378.5M | $683.7M | ||
| Q3 25 | $336.7M | $677.4M | ||
| Q2 25 | $316.3M | $688.6M | ||
| Q1 25 | $265.3M | $638.0M | ||
| Q4 24 | $227.4M | $615.7M | ||
| Q3 24 | $221.2M | $638.8M | ||
| Q2 24 | $178.1M | $640.0M | ||
| Q1 24 | $121.8M | $639.1M |
总资产ATMUSMP
| Q4 25 | $1.4B | $2.0B | ||
| Q3 25 | $1.3B | $2.0B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.2B | $1.9B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B | ||
| Q1 24 | $1.1B | $1.4B |
负债/权益比ATMUSMP
| Q4 25 | 1.51× | 0.90× | ||
| Q3 25 | 1.72× | 0.87× | ||
| Q2 25 | 1.85× | 0.92× | ||
| Q1 25 | 2.22× | 1.02× | ||
| Q4 24 | 2.61× | 0.91× | ||
| Q3 24 | 2.70× | 0.22× | ||
| Q2 24 | 3.37× | 0.33× | ||
| Q1 24 | 4.93× | 0.34× |
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 | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $31.2M | $-37.6M |
| 自由现金流率自由现金流/营收 | 7.0% | -9.8% |
| 资本支出强度资本支出/营收 | 3.6% | 2.4% |
| 现金转化率经营现金流/净利润 | 0.99× | -3.59× |
| 过去12个月自由现金流最近4个季度 | $148.8M | $18.7M |
8季度趋势，按日历期对齐
经营现金流ATMUSMP
| Q4 25 | $47.5M | $-28.2M | ||
| Q3 25 | $82.1M | $91.6M | ||
| Q2 25 | $44.4M | $54.3M | ||
| Q1 25 | $28.7M | $-60.2M | ||
| Q4 24 | $20.0M | $-1.5M | ||
| Q3 24 | $70.7M | $88.3M | ||
| Q2 24 | $22.9M | $35.6M | ||
| Q1 24 | $-8.2M | $-45.7M |
自由现金流ATMUSMP
| Q4 25 | $31.2M | $-37.6M | ||
| Q3 25 | $68.9M | $81.5M | ||
| Q2 25 | $32.4M | $44.2M | ||
| Q1 25 | $16.3M | $-69.4M | ||
| Q4 24 | $10.0M | $-11.4M | ||
| Q3 24 | $54.3M | $77.1M | ||
| Q2 24 | $11.3M | $22.7M | ||
| Q1 24 | $-18.8M | $-55.8M |
自由现金流率ATMUSMP
| Q4 25 | 7.0% | -9.8% | ||
| Q3 25 | 15.4% | 16.3% | ||
| Q2 25 | 7.1% | 8.9% | ||
| Q1 25 | 3.9% | -16.8% | ||
| Q4 24 | 2.5% | -3.3% | ||
| Q3 24 | 13.5% | 19.3% | ||
| Q2 24 | 2.6% | 5.8% | ||
| Q1 24 | -4.4% | -16.8% |
资本支出强度ATMUSMP
| Q4 25 | 3.6% | 2.4% | ||
| Q3 25 | 2.9% | 2.0% | ||
| Q2 25 | 2.6% | 2.1% | ||
| Q1 25 | 3.0% | 2.2% | ||
| Q4 24 | 2.5% | 2.9% | ||
| Q3 24 | 4.1% | 2.8% | ||
| Q2 24 | 2.7% | 3.3% | ||
| Q1 24 | 2.5% | 3.0% |
现金转化率ATMUSMP
| Q4 25 | 0.99× | -3.59× | ||
| Q3 25 | 1.50× | — | ||
| Q2 25 | 0.74× | 2.15× | ||
| Q1 25 | 0.64× | -4.79× | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 1.61× | 23.19× | ||
| Q2 24 | 0.41× | 2.09× | ||
| Q1 24 | -0.18× | -5.18× |
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% |
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
