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Atmus Filtration Technologies Inc.（ATMU）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
Atmus Filtration Technologies Inc.的季度营收约是世纪互联的1.2倍（$446.6M vs $362.7M），Atmus Filtration Technologies Inc.净利率更高（10.7% vs -10.7%，领先21.4%），Atmus Filtration Technologies Inc.自由现金流更多（$31.2M vs $-193.1M），过去两年世纪互联的营收复合增速更高（17.4% 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。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
ATMU vs VNET — 直观对比
营收规模更大
ATMU
是对方的1.2倍
$362.7M
净利率更高
ATMU
高出21.4%
-10.7%
自由现金流更多
ATMU
多$224.3M
$-193.1M
两年增速更快
VNET
近两年复合增速
2.3%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $446.6M | $362.7M |
| 净利润 | $48.0M | $-38.7M |
| 毛利率 | 28.5% | 20.9% |
| 营业利润率 | 15.8% | 0.5% |
| 净利率 | 10.7% | -10.7% |
| 营收同比 | 9.8% | — |
| 净利润同比 | 19.7% | — |
| 每股收益（稀释后） | $0.58 | — |
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ATMUVNET
| Q4 25 | $446.6M | — | ||
| Q3 25 | $447.7M | $362.7M | ||
| Q2 25 | $453.5M | — | ||
| Q1 25 | $416.5M | $309.5M | ||
| Q4 24 | $406.7M | — | ||
| Q3 24 | $403.7M | $302.2M | ||
| Q2 24 | $432.6M | $274.4M | ||
| Q1 24 | $426.6M | $262.9M |
净利润ATMUVNET
| Q4 25 | $48.0M | — | ||
| Q3 25 | $54.8M | $-38.7M | ||
| Q2 25 | $59.9M | — | ||
| Q1 25 | $44.7M | $-2.4M | ||
| Q4 24 | $40.1M | — | ||
| Q3 24 | $43.8M | $-2.1M | ||
| Q2 24 | $56.2M | $-1.1M | ||
| Q1 24 | $45.5M | $-22.0M |
毛利率ATMUVNET
| Q4 25 | 28.5% | — | ||
| Q3 25 | 28.9% | 20.9% | ||
| Q2 25 | 28.9% | — | ||
| Q1 25 | 26.5% | 25.2% | ||
| Q4 24 | 26.3% | — | ||
| Q3 24 | 27.6% | 23.2% | ||
| Q2 24 | 30.5% | 21.3% | ||
| Q1 24 | 26.2% | 21.6% |
营业利润率ATMUVNET
| Q4 25 | 15.8% | — | ||
| Q3 25 | 18.3% | 0.5% | ||
| Q2 25 | 18.0% | — | ||
| Q1 25 | 15.6% | 0.1% | ||
| Q4 24 | 13.4% | — | ||
| Q3 24 | 15.7% | 24.5% | ||
| Q2 24 | 18.4% | 0.2% | ||
| Q1 24 | 16.1% | 0.2% |
净利率ATMUVNET
| Q4 25 | 10.7% | — | ||
| Q3 25 | 12.2% | -10.7% | ||
| Q2 25 | 13.2% | — | ||
| Q1 25 | 10.7% | -0.8% | ||
| Q4 24 | 9.9% | — | ||
| Q3 24 | 10.8% | -0.7% | ||
| Q2 24 | 13.0% | -0.4% | ||
| Q1 24 | 10.7% | -8.4% |
每股收益（稀释后）ATMUVNET
| Q4 25 | $0.58 | — | ||
| Q3 25 | $0.66 | — | ||
| Q2 25 | $0.72 | — | ||
| Q1 25 | $0.54 | — | ||
| Q4 24 | $0.49 | — | ||
| Q3 24 | $0.52 | — | ||
| Q2 24 | $0.67 | — | ||
| Q1 24 | $0.54 | — |
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 | $492.1M |
| 总债务越低越好 | $570.0M | — |
| 股东权益账面价值 | $378.5M | $890.8M |
| 总资产 | $1.4B | $6.1B |
| 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ATMUVNET
| Q4 25 | $236.4M | — | ||
| Q3 25 | $218.3M | $492.1M | ||
| Q2 25 | $190.8M | — | ||
| Q1 25 | $183.3M | $544.3M | ||
| Q4 24 | $184.3M | — | ||
| Q3 24 | $196.8M | $219.5M | ||
| Q2 24 | $160.5M | $247.2M | ||
| Q1 24 | $149.2M | $246.9M |
总债务ATMUVNET
| Q4 25 | $570.0M | — | ||
| Q3 25 | $577.5M | — | ||
| Q2 25 | $585.0M | — | ||
| Q1 25 | $588.8M | — | ||
| Q4 24 | $592.5M | — | ||
| Q3 24 | $596.2M | $1.2B | ||
| Q2 24 | $600.0M | — | ||
| Q1 24 | $600.0M | — |
股东权益ATMUVNET
| Q4 25 | $378.5M | — | ||
| Q3 25 | $336.7M | $890.8M | ||
| Q2 25 | $316.3M | — | ||
| Q1 25 | $265.3M | $927.8M | ||
| Q4 24 | $227.4M | — | ||
| Q3 24 | $221.2M | $902.9M | ||
| Q2 24 | $178.1M | $900.6M | ||
| Q1 24 | $121.8M | $895.1M |
总资产ATMUVNET
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.3B | $6.1B | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.2B | $5.4B | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | $4.3B | ||
| Q2 24 | $1.2B | $4.0B | ||
| Q1 24 | $1.1B | $3.9B |
负债/权益比ATMUVNET
| Q4 25 | 1.51× | — | ||
| Q3 25 | 1.72× | — | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 2.22× | — | ||
| Q4 24 | 2.61× | — | ||
| Q3 24 | 2.70× | 1.28× | ||
| 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 | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $31.2M | $-193.1M |
| 自由现金流率自由现金流/营收 | 7.0% | -53.2% |
| 资本支出强度资本支出/营收 | 3.6% | 84.6% |
| 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 | $-589.7M |
8季度趋势，按日历期对齐
经营现金流ATMUVNET
| Q4 25 | $47.5M | — | ||
| Q3 25 | $82.1M | $113.8M | ||
| Q2 25 | $44.4M | — | ||
| Q1 25 | $28.7M | $27.0M | ||
| Q4 24 | $20.0M | — | ||
| Q3 24 | $70.7M | $108.3M | ||
| Q2 24 | $22.9M | $55.8M | ||
| Q1 24 | $-8.2M | $37.1M |
自由现金流ATMUVNET
| Q4 25 | $31.2M | — | ||
| Q3 25 | $68.9M | $-193.1M | ||
| Q2 25 | $32.4M | — | ||
| Q1 25 | $16.3M | $-220.0M | ||
| Q4 24 | $10.0M | — | ||
| Q3 24 | $54.3M | $-95.0M | ||
| Q2 24 | $11.3M | $-81.6M | ||
| Q1 24 | $-18.8M | $-102.2M |
自由现金流率ATMUVNET
| Q4 25 | 7.0% | — | ||
| Q3 25 | 15.4% | -53.2% | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 3.9% | -71.1% | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 13.5% | -31.4% | ||
| Q2 24 | 2.6% | -29.8% | ||
| Q1 24 | -4.4% | -38.9% |
资本支出强度ATMUVNET
| Q4 25 | 3.6% | — | ||
| Q3 25 | 2.9% | 84.6% | ||
| Q2 25 | 2.6% | — | ||
| Q1 25 | 3.0% | 79.8% | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 4.1% | 67.3% | ||
| Q2 24 | 2.7% | 50.1% | ||
| Q1 24 | 2.5% | 53.0% |
现金转化率ATMUVNET
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.50× | — | ||
| Q2 25 | 0.74× | — | ||
| Q1 25 | 0.64× | — | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 1.61× | — | ||
| Q2 24 | 0.41× | — | ||
| Q1 24 | -0.18× | — |
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% |
VNET
暂无分部数据
