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ASTRONICS CORP（ATRO）与Palomar Holdings, Inc.（PLMR）财务数据对比。点击上方公司名可切换其他公司
Palomar Holdings, Inc.的季度营收约是ASTRONICS CORP的1.1倍（$253.4M vs $240.1M），Palomar Holdings, Inc.同比增速更快（62.7% vs 15.1%），Palomar Holdings, Inc.自由现金流更多（$409.0M vs $15.8M），过去两年Palomar Holdings, Inc.的营收复合增速更高（46.2% vs 13.9%）
Astronics Corporation是一家成立于1968年的美国航空航天电子企业，总部位于纽约州东奥罗拉，在纳斯达克上市，股票代码为ATRO。该公司专注于军用、商用及公务机的照明与电子系统集成业务，同时还提供半导体测试系统，在相关领域拥有较高知名度。
Palomar Holdings, Inc.是一家专业保险控股企业，主要为存在巨灾风险敞口的住宅及商业资产提供财产保险产品，业务范围覆盖美国全境，核心业务板块包含地震、洪水、风暴等高危财产保障服务。
ATRO vs PLMR — 直观对比
营收规模更大
PLMR
是对方的1.1倍
$240.1M
营收增速更快
PLMR
高出47.5%
15.1%
自由现金流更多
PLMR
多$393.2M
$15.8M
两年增速更快
PLMR
近两年复合增速
13.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $240.1M | $253.4M |
| 净利润 | — | — |
| 毛利率 | 33.3% | — |
| 营业利润率 | 14.8% | 28.7% |
| 净利率 | — | — |
| 营收同比 | 15.1% | 62.7% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.82 | $2.05 |
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ATROPLMR
| Q4 25 | $240.1M | $253.4M | ||
| Q3 25 | $211.4M | $244.7M | ||
| Q2 25 | $204.7M | $203.3M | ||
| Q1 25 | $205.9M | $174.6M | ||
| Q4 24 | $208.5M | $155.8M | ||
| Q3 24 | $203.7M | $148.5M | ||
| Q2 24 | $198.1M | $131.1M | ||
| Q1 24 | $185.1M | $118.5M |
净利润ATROPLMR
| Q4 25 | — | — | ||
| Q3 25 | $-11.1M | $51.5M | ||
| Q2 25 | $1.3M | $46.5M | ||
| Q1 25 | $9.5M | $42.9M | ||
| Q4 24 | — | — | ||
| Q3 24 | $-11.7M | $30.5M | ||
| Q2 24 | $1.5M | $25.7M | ||
| Q1 24 | $-3.2M | $26.4M |
毛利率ATROPLMR
| Q4 25 | 33.3% | — | ||
| Q3 25 | 30.5% | — | ||
| Q2 25 | 25.8% | — | ||
| Q1 25 | 29.5% | — | ||
| Q4 24 | 29.8% | — | ||
| Q3 24 | 27.1% | — | ||
| Q2 24 | 28.0% | — | ||
| Q1 24 | 25.7% | — |
营业利润率ATROPLMR
| Q4 25 | 14.8% | 28.7% | ||
| Q3 25 | 10.9% | 27.4% | ||
| Q2 25 | 2.3% | 29.5% | ||
| Q1 25 | 6.4% | 30.8% | ||
| Q4 24 | 4.3% | 28.9% | ||
| Q3 24 | 4.1% | 25.9% | ||
| Q2 24 | 3.8% | 25.5% | ||
| Q1 24 | 0.9% | 29.0% |
净利率ATROPLMR
| Q4 25 | — | — | ||
| Q3 25 | -5.2% | 21.0% | ||
| Q2 25 | 0.6% | 22.9% | ||
| Q1 25 | 4.6% | 24.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | -5.8% | 20.5% | ||
| Q2 24 | 0.8% | 19.6% | ||
| Q1 24 | -1.7% | 22.3% |
每股收益（稀释后）ATROPLMR
| Q4 25 | $0.82 | $2.05 | ||
| Q3 25 | $-0.31 | $1.87 | ||
| Q2 25 | $0.04 | $1.68 | ||
| Q1 25 | $0.26 | $1.57 | ||
| Q4 24 | $-0.07 | $1.29 | ||
| Q3 24 | $-0.34 | $1.15 | ||
| Q2 24 | $0.04 | $1.00 | ||
| Q1 24 | $-0.09 | $1.04 |
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 | $18.2M | $106.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $140.1M | $942.7M |
| 总资产 | $706.7M | $3.1B |
| 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ATROPLMR
| Q4 25 | $18.2M | $106.9M | ||
| Q3 25 | $13.5M | $111.7M | ||
| Q2 25 | $13.5M | $81.3M | ||
| Q1 25 | $24.8M | $119.3M | ||
| Q4 24 | $9.3M | $80.4M | ||
| Q3 24 | $5.2M | $86.5M | ||
| Q2 24 | $2.9M | $47.8M | ||
| Q1 24 | $5.3M | $61.4M |
股东权益ATROPLMR
| Q4 25 | $140.1M | $942.7M | ||
| Q3 25 | $108.9M | $878.1M | ||
| Q2 25 | $271.6M | $847.2M | ||
| Q1 25 | $266.8M | $790.4M | ||
| Q4 24 | $256.1M | $729.0M | ||
| Q3 24 | $249.2M | $703.3M | ||
| Q2 24 | $257.9M | $532.6M | ||
| Q1 24 | $251.7M | $501.7M |
总资产ATROPLMR
| Q4 25 | $706.7M | $3.1B | ||
| Q3 25 | $682.2M | $2.9B | ||
| Q2 25 | $646.7M | $2.8B | ||
| Q1 25 | $662.2M | $2.4B | ||
| Q4 24 | $648.8M | $2.3B | ||
| Q3 24 | $651.6M | $2.3B | ||
| Q2 24 | $644.9M | $2.0B | ||
| Q1 24 | $630.0M | $1.9B |
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 | $27.6M | $409.1M |
| 自由现金流经营现金流 - 资本支出 | $15.8M | $409.0M |
| 自由现金流率自由现金流/营收 | 6.6% | 161.4% |
| 资本支出强度资本支出/营收 | 4.9% | 0.1% |
| 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 | $43.1M | $700.6M |
8季度趋势，按日历期对齐
经营现金流ATROPLMR
| Q4 25 | $27.6M | $409.1M | ||
| Q3 25 | $34.2M | $83.6M | ||
| Q2 25 | $-7.6M | $120.9M | ||
| Q1 25 | $20.6M | $87.2M | ||
| Q4 24 | $26.4M | $261.2M | ||
| Q3 24 | $8.4M | $100.3M | ||
| Q2 24 | $-6.3M | $55.1M | ||
| Q1 24 | $2.0M | $33.1M |
自由现金流ATROPLMR
| Q4 25 | $15.8M | $409.0M | ||
| Q3 25 | $21.0M | $83.6M | ||
| Q2 25 | $-12.2M | $120.8M | ||
| Q1 25 | $18.5M | $87.1M | ||
| Q4 24 | $23.2M | $260.9M | ||
| Q3 24 | $6.5M | $100.1M | ||
| Q2 24 | $-8.1M | — | ||
| Q1 24 | $439.0K | — |
自由现金流率ATROPLMR
| Q4 25 | 6.6% | 161.4% | ||
| Q3 25 | 9.9% | 34.2% | ||
| Q2 25 | -6.0% | 59.4% | ||
| Q1 25 | 9.0% | 49.9% | ||
| Q4 24 | 11.1% | 167.5% | ||
| Q3 24 | 3.2% | 67.4% | ||
| Q2 24 | -4.1% | — | ||
| Q1 24 | 0.2% | — |
资本支出强度ATROPLMR
| Q4 25 | 4.9% | 0.1% | ||
| Q3 25 | 6.2% | 0.0% | ||
| Q2 25 | 2.2% | 0.0% | ||
| Q1 25 | 1.0% | 0.0% | ||
| Q4 24 | 1.5% | 0.2% | ||
| Q3 24 | 0.9% | 0.1% | ||
| Q2 24 | 0.9% | 0.0% | ||
| Q1 24 | 0.9% | 0.0% |
现金转化率ATROPLMR
| Q4 25 | — | — | ||
| Q3 25 | — | 1.63× | ||
| Q2 25 | -5.81× | 2.60× | ||
| Q1 25 | 2.17× | 2.03× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.29× | ||
| Q2 24 | -4.08× | 2.14× | ||
| Q1 24 | — | 1.26× |
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
ATRO
| Product Line Electrical Power And Motion | $113.8M | 47% |
| Product Line Avionics | $32.0M | 13% |
| Military Aircraft | $28.0M | 12% |
| General Aviation | $22.3M | 9% |
| Government And Defense | $20.5M | 9% |
| Product Line Systems Certification | $13.2M | 6% |
| Product Line Structures | $3.7M | 2% |
| Product Line Other | $2.3M | 1% |
PLMR
暂无分部数据
