vs
阿普塔集团（ATR）与Ubiquiti Inc.（UI）财务数据对比。点击上方公司名可切换其他公司
阿普塔集团的季度营收约是Ubiquiti Inc.的1.2倍（$982.9M vs $814.9M），Ubiquiti Inc.净利率更高（28.7% vs 7.4%，领先21.3%），Ubiquiti Inc.同比增速更快（35.8% vs 10.8%），Ubiquiti Inc.自由现金流更多（$260.3M vs $53.3M），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% vs 3.9%）
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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
ATR vs UI — 直观对比
营收规模更大
ATR
是对方的1.2倍
$814.9M
营收增速更快
UI
高出25.1%
10.8%
净利率更高
UI
高出21.3%
7.4%
自由现金流更多
UI
多$207.0M
$53.3M
两年增速更快
UI
近两年复合增速
3.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $982.9M | $814.9M |
| 净利润 | $72.8M | $233.6M |
| 毛利率 | — | 45.9% |
| 营业利润率 | 10.9% | 35.9% |
| 净利率 | 7.4% | 28.7% |
| 营收同比 | 10.8% | 35.8% |
| 净利润同比 | -7.5% | 70.8% |
| 每股收益（稀释后） | $1.12 | $3.86 |
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ATRUI
| Q1 26 | $982.9M | — | ||
| Q4 25 | $962.7M | $814.9M | ||
| Q3 25 | $961.1M | $733.8M | ||
| Q2 25 | $966.0M | $759.2M | ||
| Q1 25 | $887.3M | $664.2M | ||
| Q4 24 | $848.1M | $599.9M | ||
| Q3 24 | $909.3M | $550.3M | ||
| Q2 24 | $910.1M | $507.5M |
净利润ATRUI
| Q1 26 | $72.8M | — | ||
| Q4 25 | $74.3M | $233.6M | ||
| Q3 25 | $127.9M | $207.9M | ||
| Q2 25 | $111.7M | $266.7M | ||
| Q1 25 | $78.8M | $180.4M | ||
| Q4 24 | $100.9M | $136.8M | ||
| Q3 24 | $100.0M | $128.0M | ||
| Q2 24 | $90.5M | $103.8M |
毛利率ATRUI
| Q1 26 | — | — | ||
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 45.1% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 41.2% | ||
| Q3 24 | — | 42.1% | ||
| Q2 24 | — | 40.2% |
营业利润率ATRUI
| Q1 26 | 10.9% | — | ||
| Q4 25 | 11.0% | 35.9% | ||
| Q3 25 | 14.2% | 35.7% | ||
| Q2 25 | 14.9% | 34.4% | ||
| Q1 25 | 12.8% | 34.2% | ||
| Q4 24 | 14.2% | 29.8% | ||
| Q3 24 | 15.2% | 30.7% | ||
| Q2 24 | 13.8% | 27.3% |
净利率ATRUI
| Q1 26 | 7.4% | — | ||
| Q4 25 | 7.7% | 28.7% | ||
| Q3 25 | 13.3% | 28.3% | ||
| Q2 25 | 11.6% | 35.1% | ||
| Q1 25 | 8.9% | 27.2% | ||
| Q4 24 | 11.9% | 22.8% | ||
| Q3 24 | 11.0% | 23.3% | ||
| Q2 24 | 9.9% | 20.5% |
每股收益（稀释后）ATRUI
| Q1 26 | $1.12 | — | ||
| Q4 25 | $1.13 | $3.86 | ||
| Q3 25 | $1.92 | $3.43 | ||
| Q2 25 | $1.67 | $4.40 | ||
| Q1 25 | $1.17 | $2.98 | ||
| Q4 24 | $1.48 | $2.26 | ||
| Q3 24 | $1.48 | $2.12 | ||
| Q2 24 | $1.34 | $1.72 |
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 | $302.8M |
| 总债务越低越好 | — | $47.5M |
| 股东权益账面价值 | $2.6B | $1.0B |
| 总资产 | $5.1B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资ATRUI
| Q1 26 | $229.5M | — | ||
| Q4 25 | $409.5M | $302.8M | ||
| Q3 25 | $264.8M | $177.2M | ||
| Q2 25 | $169.8M | $149.7M | ||
| Q1 25 | $136.8M | $151.0M | ||
| Q4 24 | $226.2M | $133.1M | ||
| Q3 24 | $327.9M | $165.2M | ||
| Q2 24 | $223.9M | $126.3M |
总债务ATRUI
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $47.5M | ||
| Q3 25 | $546.0M | $133.8M | ||
| Q2 25 | $535.1M | $250.0M | ||
| Q1 25 | $561.2M | $340.0M | ||
| Q4 24 | $688.1M | $406.3M | ||
| Q3 24 | $822.7M | $552.5M | ||
| Q2 24 | $681.5M | $708.1M |
股东权益ATRUI
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.7B | $1.0B | ||
| Q3 25 | $2.8B | $828.4M | ||
| Q2 25 | $2.7B | $668.3M | ||
| Q1 25 | $2.5B | $436.1M | ||
| Q4 24 | $2.5B | $290.4M | ||
| Q3 24 | $2.5B | $188.1M | ||
| Q2 24 | $2.4B | $95.1M |
总资产ATRUI
| Q1 26 | $5.1B | — | ||
| Q4 25 | $5.3B | $1.6B | ||
| Q3 25 | $5.1B | $1.5B | ||
| Q2 25 | $4.9B | $1.5B | ||
| Q1 25 | $4.5B | $1.3B | ||
| Q4 24 | $4.4B | $1.2B | ||
| Q3 24 | $4.6B | $1.2B | ||
| Q2 24 | $4.5B | $1.2B |
负债/权益比ATRUI
| Q1 26 | — | — | ||
| Q4 25 | 0.43× | 0.05× | ||
| Q3 25 | 0.20× | 0.16× | ||
| Q2 25 | 0.20× | 0.37× | ||
| Q1 25 | 0.22× | 0.78× | ||
| Q4 24 | 0.28× | 1.40× | ||
| Q3 24 | 0.32× | 2.94× | ||
| Q2 24 | 0.28× | 7.45× |
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 | — | $263.9M |
| 自由现金流经营现金流 - 资本支出 | $53.3M | $260.3M |
| 自由现金流率自由现金流/营收 | 5.4% | 31.9% |
| 资本支出强度资本支出/营收 | 6.7% | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.13× |
| 过去12个月自由现金流最近4个季度 | $327.0M | $699.5M |
8季度趋势，按日历期对齐
经营现金流ATRUI
| Q1 26 | — | — | ||
| Q4 25 | $183.7M | $263.9M | ||
| Q3 25 | $177.6M | $198.5M | ||
| Q2 25 | $126.0M | $130.4M | ||
| Q1 25 | $82.7M | $123.6M | ||
| Q4 24 | $178.2M | $152.4M | ||
| Q3 24 | $229.3M | $233.7M | ||
| Q2 24 | $143.6M | $231.4M |
自由现金流ATRUI
| Q1 26 | $53.3M | — | ||
| Q4 25 | $96.9M | $260.3M | ||
| Q3 25 | $114.3M | $193.3M | ||
| Q2 25 | $62.5M | $125.2M | ||
| Q1 25 | $25.9M | $120.7M | ||
| Q4 24 | $112.2M | $150.4M | ||
| Q3 24 | $162.7M | $231.1M | ||
| Q2 24 | $75.4M | $229.5M |
自由现金流率ATRUI
| Q1 26 | 5.4% | — | ||
| Q4 25 | 10.1% | 31.9% | ||
| Q3 25 | 11.9% | 26.3% | ||
| Q2 25 | 6.5% | 16.5% | ||
| Q1 25 | 2.9% | 18.2% | ||
| Q4 24 | 13.2% | 25.1% | ||
| Q3 24 | 17.9% | 42.0% | ||
| Q2 24 | 8.3% | 45.2% |
资本支出强度ATRUI
| Q1 26 | 6.7% | — | ||
| Q4 25 | 9.0% | 0.4% | ||
| Q3 25 | 6.6% | 0.7% | ||
| Q2 25 | 6.6% | 0.7% | ||
| Q1 25 | 6.4% | 0.4% | ||
| Q4 24 | 7.8% | 0.3% | ||
| Q3 24 | 7.3% | 0.5% | ||
| Q2 24 | 7.5% | 0.4% |
现金转化率ATRUI
| Q1 26 | — | — | ||
| Q4 25 | 2.47× | 1.13× | ||
| Q3 25 | 1.39× | 0.95× | ||
| Q2 25 | 1.13× | 0.49× | ||
| Q1 25 | 1.05× | 0.68× | ||
| Q4 24 | 1.77× | 1.11× | ||
| Q3 24 | 2.29× | 1.83× | ||
| Q2 24 | 1.59× | 2.23× |
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
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
