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阿普塔集团（ATR）与格罗方德（GFS）财务数据对比。点击上方公司名可切换其他公司
格罗方德的季度营收约是阿普塔集团的1.7倍（$1.7B vs $982.9M），格罗方德净利率更高（14.8% vs 7.4%，领先7.3%），阿普塔集团同比增速更快（10.8% vs -2.9%），过去两年阿普塔集团的营收复合增速更高（3.9% vs -4.3%）
阿普塔集团（AptarGroup, Inc.）是总部位于美国的全球性制造企业，主营消费品分配包装产品及药物给药装置的研发与生产，目前在全球18个国家设有生产运营基地，服务医药、快消等多领域客户。
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
ATR vs GFS — 直观对比
营收规模更大
GFS
是对方的1.7倍
$982.9M
营收增速更快
ATR
高出13.7%
-2.9%
净利率更高
GFS
高出7.3%
7.4%
两年增速更快
ATR
近两年复合增速
-4.3%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $982.9M | $1.7B |
| 净利润 | $72.8M | $249.0M |
| 毛利率 | — | 24.8% |
| 营业利润率 | 10.9% | 11.6% |
| 净利率 | 7.4% | 14.8% |
| 营收同比 | 10.8% | -2.9% |
| 净利润同比 | -7.5% | 39.9% |
| 每股收益（稀释后） | $1.12 | $0.44 |
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ATRGFS
| Q1 26 | $982.9M | — | ||
| Q4 25 | $962.7M | — | ||
| Q3 25 | $961.1M | $1.7B | ||
| Q2 25 | $966.0M | $1.7B | ||
| Q1 25 | $887.3M | $1.6B | ||
| Q4 24 | $848.1M | — | ||
| Q3 24 | $909.3M | $1.7B | ||
| Q2 24 | $910.1M | $1.6B |
净利润ATRGFS
| Q1 26 | $72.8M | — | ||
| Q4 25 | $74.3M | — | ||
| Q3 25 | $127.9M | $249.0M | ||
| Q2 25 | $111.7M | $228.0M | ||
| Q1 25 | $78.8M | $211.0M | ||
| Q4 24 | $100.9M | — | ||
| Q3 24 | $100.0M | $178.0M | ||
| Q2 24 | $90.5M | $155.0M |
毛利率ATRGFS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 24.8% | ||
| Q2 25 | — | 24.2% | ||
| Q1 25 | — | 22.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.8% | ||
| Q2 24 | — | 24.2% |
营业利润率ATRGFS
| Q1 26 | 10.9% | — | ||
| Q4 25 | 11.0% | — | ||
| Q3 25 | 14.2% | 11.6% | ||
| Q2 25 | 14.9% | 11.6% | ||
| Q1 25 | 12.8% | 9.5% | ||
| Q4 24 | 14.2% | — | ||
| Q3 24 | 15.2% | 10.6% | ||
| Q2 24 | 13.8% | 9.5% |
净利率ATRGFS
| Q1 26 | 7.4% | — | ||
| Q4 25 | 7.7% | — | ||
| Q3 25 | 13.3% | 14.8% | ||
| Q2 25 | 11.6% | 13.5% | ||
| Q1 25 | 8.9% | 13.3% | ||
| Q4 24 | 11.9% | — | ||
| Q3 24 | 11.0% | 10.2% | ||
| Q2 24 | 9.9% | 9.5% |
每股收益（稀释后）ATRGFS
| Q1 26 | $1.12 | — | ||
| Q4 25 | $1.13 | — | ||
| Q3 25 | $1.92 | $0.44 | ||
| Q2 25 | $1.67 | $0.41 | ||
| Q1 25 | $1.17 | $0.38 | ||
| Q4 24 | $1.48 | — | ||
| Q3 24 | $1.48 | $0.32 | ||
| Q2 24 | $1.34 | $0.28 |
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 | $229.5M | $2.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $11.8B |
| 总资产 | $5.1B | $16.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ATRGFS
| Q1 26 | $229.5M | — | ||
| Q4 25 | $409.5M | — | ||
| Q3 25 | $264.8M | $2.0B | ||
| Q2 25 | $169.8M | $1.8B | ||
| Q1 25 | $136.8M | $1.6B | ||
| Q4 24 | $226.2M | — | ||
| Q3 24 | $327.9M | $2.3B | ||
| Q2 24 | $223.9M | $2.2B |
总债务ATRGFS
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $546.0M | — | ||
| Q2 25 | $535.1M | — | ||
| Q1 25 | $561.2M | — | ||
| Q4 24 | $688.1M | — | ||
| Q3 24 | $822.7M | — | ||
| Q2 24 | $681.5M | — |
股东权益ATRGFS
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.8B | $11.8B | ||
| Q2 25 | $2.7B | $11.5B | ||
| Q1 25 | $2.5B | $11.1B | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.5B | $11.6B | ||
| Q2 24 | $2.4B | $11.3B |
总资产ATRGFS
| Q1 26 | $5.1B | — | ||
| Q4 25 | $5.3B | — | ||
| Q3 25 | $5.1B | $16.7B | ||
| Q2 25 | $4.9B | $16.8B | ||
| Q1 25 | $4.5B | $16.5B | ||
| Q4 24 | $4.4B | — | ||
| Q3 24 | $4.6B | $18.1B | ||
| Q2 24 | $4.5B | — |
负债/权益比ATRGFS
| Q1 26 | — | — | ||
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 0.28× | — | ||
| Q3 24 | 0.32× | — | ||
| Q2 24 | 0.28× | — |
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 | — | $595.0M |
| 自由现金流经营现金流 - 资本支出 | $53.3M | — |
| 自由现金流率自由现金流/营收 | 5.4% | — |
| 资本支出强度资本支出/营收 | 6.7% | — |
| 现金转化率经营现金流/净利润 | — | 2.39× |
| 过去12个月自由现金流最近4个季度 | $327.0M | — |
8季度趋势，按日历期对齐
经营现金流ATRGFS
| Q1 26 | — | — | ||
| Q4 25 | $183.7M | — | ||
| Q3 25 | $177.6M | $595.0M | ||
| Q2 25 | $126.0M | $431.0M | ||
| Q1 25 | $82.7M | $331.0M | ||
| Q4 24 | $178.2M | — | ||
| Q3 24 | $229.3M | $375.0M | ||
| Q2 24 | $143.6M | $402.0M |
自由现金流ATRGFS
| Q1 26 | $53.3M | — | ||
| Q4 25 | $96.9M | — | ||
| Q3 25 | $114.3M | — | ||
| Q2 25 | $62.5M | — | ||
| Q1 25 | $25.9M | — | ||
| Q4 24 | $112.2M | — | ||
| Q3 24 | $162.7M | — | ||
| Q2 24 | $75.4M | — |
自由现金流率ATRGFS
| Q1 26 | 5.4% | — | ||
| Q4 25 | 10.1% | — | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | 6.5% | — | ||
| Q1 25 | 2.9% | — | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 17.9% | — | ||
| Q2 24 | 8.3% | — |
资本支出强度ATRGFS
| Q1 26 | 6.7% | — | ||
| Q4 25 | 9.0% | — | ||
| Q3 25 | 6.6% | — | ||
| Q2 25 | 6.6% | — | ||
| Q1 25 | 6.4% | — | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 7.3% | — | ||
| Q2 24 | 7.5% | — |
现金转化率ATRGFS
| Q1 26 | — | — | ||
| Q4 25 | 2.47× | — | ||
| Q3 25 | 1.39× | 2.39× | ||
| Q2 25 | 1.13× | 1.89× | ||
| Q1 25 | 1.05× | 1.57× | ||
| Q4 24 | 1.77× | — | ||
| Q3 24 | 2.29× | 2.11× | ||
| Q2 24 | 1.59× | 2.59× |
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
ATR
暂无分部数据
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
