vs
AtriCure, Inc.(ATRC)与微策略(MSTR)财务数据对比。点击上方公司名可切换其他公司
AtriCure, Inc.的季度营收约是微策略的1.1倍($141.2M vs $123.0M),AtriCure, Inc.同比增速更快(14.3% vs 1.9%),过去两年AtriCure, Inc.的营收复合增速更高(10.2% vs 3.3%)
AtriCure是一家专注于心房颤动及相关心脏病症治疗的医疗设备企业,研发并生产创新外科手术工具与疗法,主要服务北美、欧洲、亚太地区的医院、心脏外科中心及医疗机构,为微创心脏手术提供高效可靠的适配解决方案。
Strategy Inc(原名为微策略)是1989年成立的美国上市企业,主营商业智能与移动软件业务,旗下产品可帮助企业分析内外部数据以支撑经营决策,还可用于移动应用开发,总部位于弗吉尼亚州泰森斯角,商业分析赛道核心竞品包括SAP等。
ATRC vs MSTR — 直观对比
营收规模更大
ATRC
是对方的1.1倍
$123.0M
营收增速更快
ATRC
高出12.4%
1.9%
两年增速更快
ATRC
近两年复合增速
3.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $141.2M | $123.0M |
| 净利润 | $108.0K | — |
| 毛利率 | 77.4% | 66.1% |
| 营业利润率 | 23.0% | — |
| 净利率 | 0.1% | — |
| 营收同比 | 14.3% | 1.9% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $0.00 | — |
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
ATRC
MSTR
| Q1 26 | $141.2M | — | ||
| Q4 25 | $140.5M | $123.0M | ||
| Q3 25 | $134.3M | $128.7M | ||
| Q2 25 | $136.1M | $114.5M | ||
| Q1 25 | $123.6M | $111.1M | ||
| Q4 24 | $124.3M | $120.7M | ||
| Q3 24 | $115.9M | $116.1M | ||
| Q2 24 | $116.3M | $111.4M |
净利润
ATRC
MSTR
| Q1 26 | $108.0K | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $-267.0K | $2.8B | ||
| Q2 25 | $-6.2M | $10.0B | ||
| Q1 25 | $-6.7M | $-4.2B | ||
| Q4 24 | — | $-670.8M | ||
| Q3 24 | $-7.9M | $-340.2M | ||
| Q2 24 | $-8.0M | $-102.6M |
毛利率
ATRC
MSTR
| Q1 26 | 77.4% | — | ||
| Q4 25 | 75.0% | 66.1% | ||
| Q3 25 | 75.5% | 70.5% | ||
| Q2 25 | 74.5% | 68.8% | ||
| Q1 25 | 74.9% | 69.4% | ||
| Q4 24 | 74.5% | 71.7% | ||
| Q3 24 | 74.9% | 70.4% | ||
| Q2 24 | 74.7% | 72.2% |
营业利润率
ATRC
MSTR
| Q1 26 | 23.0% | — | ||
| Q4 25 | 1.8% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | -4.5% | — | ||
| Q1 25 | -4.8% | -5331.4% | ||
| Q4 24 | -11.7% | -842.1% | ||
| Q3 24 | -6.4% | -372.7% | ||
| Q2 24 | -6.2% | -179.7% |
净利率
ATRC
MSTR
| Q1 26 | 0.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -0.2% | 2164.1% | ||
| Q2 25 | -4.5% | 8752.7% | ||
| Q1 25 | -5.5% | -3797.2% | ||
| Q4 24 | — | -555.8% | ||
| Q3 24 | -6.8% | -293.1% | ||
| Q2 24 | -6.9% | -92.0% |
每股收益(稀释后)
ATRC
MSTR
| Q1 26 | $0.00 | — | ||
| Q4 25 | $0.04 | — | ||
| Q3 25 | $-0.01 | $8.42 | ||
| Q2 25 | $-0.13 | $32.60 | ||
| Q1 25 | $-0.14 | $-16.49 | ||
| Q4 24 | $-0.33 | $4.49 | ||
| Q3 24 | $-0.17 | $-1.72 | ||
| Q2 24 | $-0.17 | $-0.57 |
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 | $146.2M | $2.3B |
| 总债务越低越好 | $61.0M | $8.2B |
| 股东权益账面价值 | $491.7M | $44.1B |
| 总资产 | $644.0M | $61.6B |
| 负债/权益比越低杠杆越低 | 0.12× | 0.19× |
8季度趋势,按日历期对齐
现金及短期投资
ATRC
MSTR
| Q1 26 | $146.2M | — | ||
| Q4 25 | $167.4M | $2.3B | ||
| Q3 25 | $147.9M | $54.3M | ||
| Q2 25 | $117.8M | $50.1M | ||
| Q1 25 | $99.9M | $60.3M | ||
| Q4 24 | $122.7M | $38.1M | ||
| Q3 24 | $130.3M | $46.3M | ||
| Q2 24 | $114.0M | $66.9M |
总债务
ATRC
MSTR
| Q1 26 | $61.0M | — | ||
| Q4 25 | — | $8.2B | ||
| Q3 25 | $61.9M | $8.2B | ||
| Q2 25 | $61.9M | $8.2B | ||
| Q1 25 | $61.9M | $8.1B | ||
| Q4 24 | — | $7.2B | ||
| Q3 24 | $61.9M | $4.2B | ||
| Q2 24 | $61.9M | $3.8B |
股东权益
ATRC
MSTR
| Q1 26 | $491.7M | — | ||
| Q4 25 | $491.9M | $44.1B | ||
| Q3 25 | $476.5M | $52.3B | ||
| Q2 25 | $464.5M | $47.5B | ||
| Q1 25 | $454.6M | $32.2B | ||
| Q4 24 | $461.0M | $18.2B | ||
| Q3 24 | $465.0M | $3.8B | ||
| Q2 24 | $462.1M | $2.8B |
总资产
ATRC
MSTR
| Q1 26 | $644.0M | — | ||
| Q4 25 | $654.2M | $61.6B | ||
| Q3 25 | $635.4M | $73.6B | ||
| Q2 25 | $608.8M | $64.8B | ||
| Q1 25 | $591.6M | $43.9B | ||
| Q4 24 | $609.3M | $25.8B | ||
| Q3 24 | $615.1M | $8.3B | ||
| Q2 24 | $597.3M | $7.1B |
负债/权益比
ATRC
MSTR
| Q1 26 | 0.12× | — | ||
| Q4 25 | — | 0.19× | ||
| Q3 25 | 0.13× | 0.16× | ||
| Q2 25 | 0.13× | 0.17× | ||
| Q1 25 | 0.14× | 0.25× | ||
| Q4 24 | — | 0.39× | ||
| Q3 24 | 0.13× | 1.12× | ||
| Q2 24 | 0.13× | 1.36× |
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
ATRC
| Appendage management | $48.4M | 34% |
| Open ablation | $39.1M | 28% |
| Other | $25.0M | 18% |
| Pain management | $22.4M | 16% |
| Minimally invasive ablation | $6.4M | 5% |
MSTR
暂无分部数据