vs
艾仕得（AXTA）与Ubiquiti Inc.（UI）财务数据对比。点击上方公司名可切换其他公司
艾仕得的季度营收约是Ubiquiti Inc.的6.3倍（$5.1B vs $814.9M），Ubiquiti Inc.净利率更高（28.7% vs 1.8%，领先26.9%），Ubiquiti Inc.同比增速更快（35.8% vs -0.6%），Ubiquiti Inc.自由现金流更多（$260.3M vs $21.0M），过去两年艾仕得的营收复合增速更高（94.5% vs 28.6%）
艾仕得是源自美国的专业涂料供应商，总部位于宾夕法尼亚州费城，注册地为百慕大。公司主营乘用车、商用车、工业场景及修补用途涂料的研发与生产，业务覆盖全球130个国家，拥有近1.3万名员工，服务超10万家客户。
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。
AXTA vs UI — 直观对比
营收规模更大
AXTA
是对方的6.3倍
$814.9M
营收增速更快
UI
高出36.5%
-0.6%
净利率更高
UI
高出26.9%
1.8%
自由现金流更多
UI
多$239.3M
$21.0M
两年增速更快
AXTA
近两年复合增速
28.6%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.1B | $814.9M |
| 净利润 | $91.0M | $233.6M |
| 毛利率 | 83.6% | 45.9% |
| 营业利润率 | 2.9% | 35.9% |
| 净利率 | 1.8% | 28.7% |
| 营收同比 | -0.6% | 35.8% |
| 净利润同比 | -9.1% | 70.8% |
| 每股收益（稀释后） | $0.42 | $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AXTAUI
| Q1 26 | $5.1B | — | ||
| Q4 25 | $1.3B | $814.9M | ||
| Q3 25 | $1.3B | $733.8M | ||
| Q2 25 | $1.3B | $759.2M | ||
| Q1 25 | $1.3B | $664.2M | ||
| Q4 24 | $1.3B | $599.9M | ||
| Q3 24 | $1.3B | $550.3M | ||
| Q2 24 | $1.4B | $507.5M |
净利润AXTAUI
| Q1 26 | $91.0M | — | ||
| Q4 25 | $60.0M | $233.6M | ||
| Q3 25 | $110.0M | $207.9M | ||
| Q2 25 | $109.0M | $266.7M | ||
| Q1 25 | $99.0M | $180.4M | ||
| Q4 24 | $137.0M | $136.8M | ||
| Q3 24 | $101.0M | $128.0M | ||
| Q2 24 | $112.0M | $103.8M |
毛利率AXTAUI
| Q1 26 | 83.6% | — | ||
| Q4 25 | 33.4% | 45.9% | ||
| Q3 25 | 34.9% | 46.0% | ||
| Q2 25 | 35.0% | 45.1% | ||
| Q1 25 | 34.3% | 44.5% | ||
| Q4 24 | 34.1% | 41.2% | ||
| Q3 24 | 35.0% | 42.1% | ||
| Q2 24 | 34.0% | 40.2% |
营业利润率AXTAUI
| Q1 26 | 2.9% | — | ||
| Q4 25 | 12.8% | 35.9% | ||
| Q3 25 | 15.8% | 35.7% | ||
| Q2 25 | 14.8% | 34.4% | ||
| Q1 25 | 13.9% | 34.2% | ||
| Q4 24 | 14.3% | 29.8% | ||
| Q3 24 | 14.6% | 30.7% | ||
| Q2 24 | 15.2% | 27.3% |
净利率AXTAUI
| Q1 26 | 1.8% | — | ||
| Q4 25 | 4.8% | 28.7% | ||
| Q3 25 | 8.5% | 28.3% | ||
| Q2 25 | 8.4% | 35.1% | ||
| Q1 25 | 7.8% | 27.2% | ||
| Q4 24 | 10.5% | 22.8% | ||
| Q3 24 | 7.7% | 23.3% | ||
| Q2 24 | 8.3% | 20.5% |
每股收益（稀释后）AXTAUI
| Q1 26 | $0.42 | — | ||
| Q4 25 | $0.28 | $3.86 | ||
| Q3 25 | $0.51 | $3.43 | ||
| Q2 25 | $0.50 | $4.40 | ||
| Q1 25 | $0.45 | $2.98 | ||
| Q4 24 | $0.63 | $2.26 | ||
| Q3 24 | $0.46 | $2.12 | ||
| Q2 24 | $0.51 | $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 | $608.0M | $302.8M |
| 总债务越低越好 | $3.1B | $47.5M |
| 股东权益账面价值 | $2.5B | $1.0B |
| 总资产 | $7.6B | $1.6B |
| 负债/权益比越低杠杆越低 | 1.27× | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资AXTAUI
| Q1 26 | $608.0M | — | ||
| Q4 25 | $657.0M | $302.8M | ||
| Q3 25 | $606.0M | $177.2M | ||
| Q2 25 | $625.0M | $149.7M | ||
| Q1 25 | $575.0M | $151.0M | ||
| Q4 24 | $593.0M | $133.1M | ||
| Q3 24 | $567.0M | $165.2M | ||
| Q2 24 | $840.0M | $126.3M |
总债务AXTAUI
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | $47.5M | ||
| Q3 25 | $3.4B | $133.8M | ||
| Q2 25 | $3.4B | $250.0M | ||
| Q1 25 | $3.4B | $340.0M | ||
| Q4 24 | $3.4B | $406.3M | ||
| Q3 24 | $3.5B | $552.5M | ||
| Q2 24 | $3.6B | $708.1M |
股东权益AXTAUI
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.3B | $1.0B | ||
| Q3 25 | $2.3B | $828.4M | ||
| Q2 25 | $2.3B | $668.3M | ||
| Q1 25 | $2.1B | $436.1M | ||
| Q4 24 | $1.9B | $290.4M | ||
| Q3 24 | $1.9B | $188.1M | ||
| Q2 24 | $1.8B | $95.1M |
总资产AXTAUI
| Q1 26 | $7.6B | — | ||
| Q4 25 | $7.6B | $1.6B | ||
| Q3 25 | $7.8B | $1.5B | ||
| Q2 25 | $7.8B | $1.5B | ||
| Q1 25 | $7.4B | $1.3B | ||
| Q4 24 | $7.2B | $1.2B | ||
| Q3 24 | $7.5B | $1.2B | ||
| Q2 24 | $7.3B | $1.2B |
负债/权益比AXTAUI
| Q1 26 | 1.27× | — | ||
| Q4 25 | 1.36× | 0.05× | ||
| Q3 25 | 1.48× | 0.16× | ||
| Q2 25 | 1.50× | 0.37× | ||
| Q1 25 | 1.64× | 0.78× | ||
| Q4 24 | 1.78× | 1.40× | ||
| Q3 24 | 1.84× | 2.94× | ||
| Q2 24 | 2.02× | 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 | $21.0M | $260.3M |
| 自由现金流率自由现金流/营收 | 0.4% | 31.9% |
| 资本支出强度资本支出/营收 | — | 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 | $491.0M | $699.5M |
8季度趋势，按日历期对齐
经营现金流AXTAUI
| Q1 26 | — | — | ||
| Q4 25 | $344.0M | $263.9M | ||
| Q3 25 | $137.0M | $198.5M | ||
| Q2 25 | $142.0M | $130.4M | ||
| Q1 25 | $26.0M | $123.6M | ||
| Q4 24 | $234.0M | $152.4M | ||
| Q3 24 | $194.0M | $233.7M | ||
| Q2 24 | $114.0M | $231.4M |
自由现金流AXTAUI
| Q1 26 | $21.0M | — | ||
| Q4 25 | $286.0M | $260.3M | ||
| Q3 25 | $87.0M | $193.3M | ||
| Q2 25 | $97.0M | $125.2M | ||
| Q1 25 | $-17.0M | $120.7M | ||
| Q4 24 | $172.0M | $150.4M | ||
| Q3 24 | $161.0M | $231.1M | ||
| Q2 24 | $91.0M | $229.5M |
自由现金流率AXTAUI
| Q1 26 | 0.4% | — | ||
| Q4 25 | 22.7% | 31.9% | ||
| Q3 25 | 6.8% | 26.3% | ||
| Q2 25 | 7.4% | 16.5% | ||
| Q1 25 | -1.3% | 18.2% | ||
| Q4 24 | 13.1% | 25.1% | ||
| Q3 24 | 12.2% | 42.0% | ||
| Q2 24 | 6.7% | 45.2% |
资本支出强度AXTAUI
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 0.4% | ||
| Q3 25 | 3.9% | 0.7% | ||
| Q2 25 | 3.4% | 0.7% | ||
| Q1 25 | 3.4% | 0.4% | ||
| Q4 24 | 4.7% | 0.3% | ||
| Q3 24 | 2.5% | 0.5% | ||
| Q2 24 | 1.7% | 0.4% |
现金转化率AXTAUI
| Q1 26 | — | — | ||
| Q4 25 | 5.73× | 1.13× | ||
| Q3 25 | 1.25× | 0.95× | ||
| Q2 25 | 1.30× | 0.49× | ||
| Q1 25 | 0.26× | 0.68× | ||
| Q4 24 | 1.71× | 1.11× | ||
| Q3 24 | 1.92× | 1.83× | ||
| Q2 24 | 1.02× | 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
AXTA
暂无分部数据
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
