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AtriCure, Inc.(ATRC)与IMPINJ INC(PI)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IMPINJ INC的1.9倍($141.2M vs $74.3M),IMPINJ INC净利率更高(11.2% vs 0.1%,领先11.1%),AtriCure, Inc.同比增速更快(14.3% vs -0.0%),过去两年AtriCure, Inc.的营收复合增速更高(10.2% vs -14.9%)
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。
Impinj Inc.是一家美国射频识别(RFID)设备及软件提供商,成立于2000年,总部位于华盛顿州西雅图,源自加州理工学院Carver Mead与Chris Diorio的研究成果。公司主营EPC Class 1 Gen 2无源超高频RFID芯片、读写器、读写器芯片、天线,以及芯片编码、业务数据采集相关的软件应用,为各行业RFID应用提供全链路产品支持。
ATRC vs PI — 直观对比
营收规模更大
ATRC
是对方的1.9倍
$74.3M
营收增速更快
ATRC
高出14.3%
-0.0%
净利率更高
PI
高出11.1%
0.1%
两年增速更快
ATRC
近两年复合增速
-14.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $141.2M | $74.3M |
| 净利润 | $108.0K | $8.3M |
| 毛利率 | 77.4% | 49.1% |
| 营业利润率 | 23.0% | 30.5% |
| 净利率 | 0.1% | 11.2% |
| 营收同比 | 14.3% | -0.0% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $0.00 | $0.14 |
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
PI
| Q1 26 | $141.2M | $74.3M | ||
| Q4 25 | $140.5M | $92.8M | ||
| Q3 25 | $134.3M | $96.1M | ||
| Q2 25 | $136.1M | $97.9M | ||
| Q1 25 | $123.6M | $74.3M | ||
| Q4 24 | $124.3M | $91.6M | ||
| Q3 24 | $115.9M | $95.2M | ||
| Q2 24 | $116.3M | $102.5M |
净利润
ATRC
PI
| Q1 26 | $108.0K | $8.3M | ||
| Q4 25 | — | $-1.1M | ||
| Q3 25 | $-267.0K | $-12.8M | ||
| Q2 25 | $-6.2M | $11.6M | ||
| Q1 25 | $-6.7M | $-8.5M | ||
| Q4 24 | — | $-2.7M | ||
| Q3 24 | $-7.9M | $221.0K | ||
| Q2 24 | $-8.0M | $10.0M |
毛利率
ATRC
PI
| Q1 26 | 77.4% | 49.1% | ||
| Q4 25 | 75.0% | 51.8% | ||
| Q3 25 | 75.5% | 50.3% | ||
| Q2 25 | 74.5% | 57.8% | ||
| Q1 25 | 74.9% | 49.4% | ||
| Q4 24 | 74.5% | 50.5% | ||
| Q3 24 | 74.9% | 50.0% | ||
| Q2 24 | 74.7% | 56.1% |
营业利润率
ATRC
PI
| Q1 26 | 23.0% | 30.5% | ||
| Q4 25 | 1.8% | -2.9% | ||
| Q3 25 | 0.2% | 0.7% | ||
| Q2 25 | -4.5% | 11.1% | ||
| Q1 25 | -4.8% | -12.9% | ||
| Q4 24 | -11.7% | -3.9% | ||
| Q3 24 | -6.4% | -0.8% | ||
| Q2 24 | -6.2% | 8.8% |
净利率
ATRC
PI
| Q1 26 | 0.1% | 11.2% | ||
| Q4 25 | — | -1.2% | ||
| Q3 25 | -0.2% | -13.3% | ||
| Q2 25 | -4.5% | 11.8% | ||
| Q1 25 | -5.5% | -11.4% | ||
| Q4 24 | — | -2.9% | ||
| Q3 24 | -6.8% | 0.2% | ||
| Q2 24 | -6.9% | 9.7% |
每股收益(稀释后)
ATRC
PI
| Q1 26 | $0.00 | $0.14 | ||
| Q4 25 | $0.04 | $-0.02 | ||
| Q3 25 | $-0.01 | $-0.44 | ||
| Q2 25 | $-0.13 | $0.39 | ||
| Q1 25 | $-0.14 | $-0.30 | ||
| Q4 24 | $-0.33 | $-0.06 | ||
| Q3 24 | $-0.17 | $0.01 | ||
| Q2 24 | $-0.17 | $0.34 |
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 | $131.8M |
| 总债务越低越好 | $61.0M | $241.5M |
| 股东权益账面价值 | $491.7M | — |
| 总资产 | $644.0M | $502.5M |
| 负债/权益比越低杠杆越低 | 0.12× | — |
8季度趋势,按日历期对齐
现金及短期投资
ATRC
PI
| Q1 26 | $146.2M | $131.8M | ||
| Q4 25 | $167.4M | $175.3M | ||
| Q3 25 | $147.9M | $190.1M | ||
| Q2 25 | $117.8M | $193.2M | ||
| Q1 25 | $99.9M | $147.9M | ||
| Q4 24 | $122.7M | $164.7M | ||
| Q3 24 | $130.3M | $170.3M | ||
| Q2 24 | $114.0M | $220.2M |
总债务
ATRC
PI
| Q1 26 | $61.0M | $241.5M | ||
| Q4 25 | — | $280.9M | ||
| Q3 25 | $61.9M | $280.4M | ||
| Q2 25 | $61.9M | — | ||
| Q1 25 | $61.9M | — | ||
| Q4 24 | — | $283.5M | ||
| Q3 24 | $61.9M | — | ||
| Q2 24 | $61.9M | — |
股东权益
ATRC
PI
| Q1 26 | $491.7M | — | ||
| Q4 25 | $491.9M | $209.2M | ||
| Q3 25 | $476.5M | $195.0M | ||
| Q2 25 | $464.5M | $187.7M | ||
| Q1 25 | $454.6M | $160.6M | ||
| Q4 24 | $461.0M | $149.9M | ||
| Q3 24 | $465.0M | $136.1M | ||
| Q2 24 | $462.1M | $117.0M |
总资产
ATRC
PI
| Q1 26 | $644.0M | $502.5M | ||
| Q4 25 | $654.2M | $545.2M | ||
| Q3 25 | $635.4M | $516.5M | ||
| Q2 25 | $608.8M | $508.8M | ||
| Q1 25 | $591.6M | $479.8M | ||
| Q4 24 | $609.3M | $489.1M | ||
| Q3 24 | $615.1M | $476.4M | ||
| Q2 24 | $597.3M | $446.1M |
负债/权益比
ATRC
PI
| Q1 26 | 0.12× | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | 0.13× | 1.44× | ||
| Q2 25 | 0.13× | — | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | — | 1.89× | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.13× | — |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $2.2M |
| 自由现金流率自由现金流/营收 | — | 3.0% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $61.1M |
8季度趋势,按日历期对齐
经营现金流
ATRC
PI
| Q1 26 | — | — | ||
| Q4 25 | $20.0M | $15.1M | ||
| Q3 25 | $26.7M | $20.9M | ||
| Q2 25 | $21.6M | $33.9M | ||
| Q1 25 | $-11.0M | $-11.1M | ||
| Q4 24 | $5.8M | $12.6M | ||
| Q3 24 | $20.0M | $10.1M | ||
| Q2 24 | $7.4M | $45.5M |
自由现金流
ATRC
PI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $18.4M | $13.6M | ||
| Q3 25 | $24.1M | $18.0M | ||
| Q2 25 | $19.0M | $27.3M | ||
| Q1 25 | $-13.2M | $-13.0M | ||
| Q4 24 | $3.1M | $8.5M | ||
| Q3 24 | $16.4M | $4.7M | ||
| Q2 24 | $5.0M | $44.1M |
自由现金流率
ATRC
PI
| Q1 26 | — | 3.0% | ||
| Q4 25 | 13.1% | 14.7% | ||
| Q3 25 | 18.0% | 18.7% | ||
| Q2 25 | 13.9% | 27.9% | ||
| Q1 25 | -10.7% | -17.5% | ||
| Q4 24 | 2.5% | 9.3% | ||
| Q3 24 | 14.1% | 4.9% | ||
| Q2 24 | 4.3% | 43.0% |
资本支出强度
ATRC
PI
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 1.6% | ||
| Q3 25 | 1.9% | 3.1% | ||
| Q2 25 | 2.0% | 6.7% | ||
| Q1 25 | 1.8% | 2.5% | ||
| Q4 24 | 2.2% | 4.5% | ||
| Q3 24 | 3.1% | 5.7% | ||
| Q2 24 | 2.1% | 1.3% |
现金转化率
ATRC
PI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 45.56× | ||
| Q2 24 | — | 4.56× |
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% |
PI
暂无分部数据