vs
Alight, Inc.（ALIT）与Fabrinet（FN）财务数据对比。点击上方公司名可切换其他公司
Fabrinet的季度营收约是Alight, Inc.的1.7倍（$1.1B vs $653.0M），Fabrinet净利率更高（9.9% vs -142.7%，领先152.7%），Fabrinet同比增速更快（35.9% vs -4.0%），Alight, Inc.自由现金流更多（$99.0M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs 8.1%）
Alight公司是一家美国信息技术与咨询企业，专注于人力资源相关业务，主打基于云的系统服务、业务外包与咨询服务，为大型企业提供人力资本管理平台与外包方案，业务范围涵盖健康福利管理、财务管理以及退休规划等领域。
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
ALIT vs FN — 直观对比
营收规模更大
FN
是对方的1.7倍
$653.0M
营收增速更快
FN
高出39.9%
-4.0%
净利率更高
FN
高出152.7%
-142.7%
自由现金流更多
ALIT
多$104.3M
$-5.3M
两年增速更快
FN
近两年复合增速
8.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $653.0M | $1.1B |
| 净利润 | $-932.0M | $112.6M |
| 毛利率 | 36.8% | 12.2% |
| 营业利润率 | -114.9% | 10.1% |
| 净利率 | -142.7% | 9.9% |
| 营收同比 | -4.0% | 35.9% |
| 净利润同比 | -11750.0% | 30.0% |
| 每股收益（稀释后） | $-1.77 | $3.11 |
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ALITFN
| Q4 25 | $653.0M | $1.1B | ||
| Q3 25 | $533.0M | $978.1M | ||
| Q2 25 | $528.0M | $909.7M | ||
| Q1 25 | $548.0M | $871.8M | ||
| Q4 24 | $680.0M | $833.6M | ||
| Q3 24 | $555.0M | $804.2M | ||
| Q2 24 | $538.0M | $753.3M | ||
| Q1 24 | $559.0M | $731.5M |
净利润ALITFN
| Q4 25 | $-932.0M | $112.6M | ||
| Q3 25 | $-1.1B | $95.9M | ||
| Q2 25 | $-1.1B | $87.2M | ||
| Q1 25 | $-25.0M | $81.3M | ||
| Q4 24 | $8.0M | $86.6M | ||
| Q3 24 | $-74.0M | $77.4M | ||
| Q2 24 | $23.0M | $81.1M | ||
| Q1 24 | $-114.0M | $80.9M |
毛利率ALITFN
| Q4 25 | 36.8% | 12.2% | ||
| Q3 25 | 33.4% | 11.9% | ||
| Q2 25 | 33.3% | 12.2% | ||
| Q1 25 | 31.2% | 11.7% | ||
| Q4 24 | 39.9% | 12.1% | ||
| Q3 24 | 31.4% | 12.3% | ||
| Q2 24 | 31.0% | 12.3% | ||
| Q1 24 | 32.6% | 12.4% |
营业利润率ALITFN
| Q4 25 | -114.9% | 10.1% | ||
| Q3 25 | -248.0% | 9.6% | ||
| Q2 25 | -191.3% | 9.8% | ||
| Q1 25 | -1.5% | 9.0% | ||
| Q4 24 | 6.5% | 9.5% | ||
| Q3 24 | -7.6% | 9.6% | ||
| Q2 24 | -9.7% | 9.7% | ||
| Q1 24 | -7.2% | 9.7% |
净利率ALITFN
| Q4 25 | -142.7% | 9.9% | ||
| Q3 25 | -200.2% | 9.8% | ||
| Q2 25 | -203.2% | 9.6% | ||
| Q1 25 | -4.6% | 9.3% | ||
| Q4 24 | 1.2% | 10.4% | ||
| Q3 24 | -13.3% | 9.6% | ||
| Q2 24 | 4.3% | 10.8% | ||
| Q1 24 | -20.4% | 11.1% |
每股收益（稀释后）ALITFN
| Q4 25 | $-1.77 | $3.11 | ||
| Q3 25 | $-2.02 | $2.66 | ||
| Q2 25 | $-2.03 | $2.41 | ||
| Q1 25 | $-0.05 | $2.25 | ||
| Q4 24 | $0.02 | $2.38 | ||
| Q3 24 | $-0.14 | $2.13 | ||
| Q2 24 | $0.04 | $2.22 | ||
| Q1 24 | $-0.21 | $2.21 |
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 | $273.0M | $960.8M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.0B | $2.2B |
| 总资产 | $4.6B | $3.3B |
| 负债/权益比越低杠杆越低 | 1.92× | — |
8季度趋势，按日历期对齐
现金及短期投资ALITFN
| Q4 25 | $273.0M | $960.8M | ||
| Q3 25 | $205.0M | $968.8M | ||
| Q2 25 | $227.0M | $934.2M | ||
| Q1 25 | $223.0M | $950.7M | ||
| Q4 24 | $343.0M | $934.6M | ||
| Q3 24 | $300.0M | $908.9M | ||
| Q2 24 | $183.0M | $858.6M | ||
| Q1 24 | $256.0M | $794.0M |
总债务ALITFN
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $2.8B | — | ||
| Q1 24 | $2.8B | — |
股东权益ALITFN
| Q4 25 | $1.0B | $2.2B | ||
| Q3 25 | $2.0B | $2.1B | ||
| Q2 25 | $3.1B | $2.0B | ||
| Q1 25 | $4.2B | $1.9B | ||
| Q4 24 | $4.3B | $1.8B | ||
| Q3 24 | $4.3B | $1.8B | ||
| Q2 24 | $4.5B | $1.7B | ||
| Q1 24 | $4.5B | $1.7B |
总资产ALITFN
| Q4 25 | $4.6B | $3.3B | ||
| Q3 25 | $5.5B | $3.0B | ||
| Q2 25 | $6.8B | $2.8B | ||
| Q1 25 | $7.9B | $2.6B | ||
| Q4 24 | $8.2B | $2.5B | ||
| Q3 24 | $8.3B | $2.4B | ||
| Q2 24 | $10.5B | $2.3B | ||
| Q1 24 | $10.7B | $2.2B |
负债/权益比ALITFN
| Q4 25 | 1.92× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 0.65× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.47× | — | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 0.62× | — | ||
| Q1 24 | 0.62× | — |
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 | $124.0M | $46.3M |
| 自由现金流经营现金流 - 资本支出 | $99.0M | $-5.3M |
| 自由现金流率自由现金流/营收 | 15.2% | -0.5% |
| 资本支出强度资本支出/营收 | 3.8% | 4.6% |
| 现金转化率经营现金流/净利润 | — | 0.41× |
| 过去12个月自由现金流最近4个季度 | $250.0M | $102.3M |
8季度趋势，按日历期对齐
经营现金流ALITFN
| Q4 25 | $124.0M | $46.3M | ||
| Q3 25 | $77.0M | $102.6M | ||
| Q2 25 | $86.0M | $55.1M | ||
| Q1 25 | $73.0M | $74.2M | ||
| Q4 24 | $118.0M | $115.9M | ||
| Q3 24 | $-24.0M | $83.2M | ||
| Q2 24 | $58.0M | $83.1M | ||
| Q1 24 | $100.0M | $100.9M |
自由现金流ALITFN
| Q4 25 | $99.0M | $-5.3M | ||
| Q3 25 | $49.0M | $57.3M | ||
| Q2 25 | $58.0M | $4.7M | ||
| Q1 25 | $44.0M | $45.7M | ||
| Q4 24 | $92.0M | $94.0M | ||
| Q3 24 | $-52.0M | $62.9M | ||
| Q2 24 | $22.0M | $70.4M | ||
| Q1 24 | $69.0M | $87.3M |
自由现金流率ALITFN
| Q4 25 | 15.2% | -0.5% | ||
| Q3 25 | 9.2% | 5.9% | ||
| Q2 25 | 11.0% | 0.5% | ||
| Q1 25 | 8.0% | 5.2% | ||
| Q4 24 | 13.5% | 11.3% | ||
| Q3 24 | -9.4% | 7.8% | ||
| Q2 24 | 4.1% | 9.3% | ||
| Q1 24 | 12.3% | 11.9% |
资本支出强度ALITFN
| Q4 25 | 3.8% | 4.6% | ||
| Q3 25 | 5.3% | 4.6% | ||
| Q2 25 | 5.3% | 5.5% | ||
| Q1 25 | 5.3% | 3.3% | ||
| Q4 24 | 3.8% | 2.6% | ||
| Q3 24 | 5.0% | 2.5% | ||
| Q2 24 | 6.7% | 1.7% | ||
| Q1 24 | 5.5% | 1.9% |
现金转化率ALITFN
| Q4 25 | — | 0.41× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | 14.75× | 1.34× | ||
| Q3 24 | — | 1.07× | ||
| Q2 24 | 2.52× | 1.02× | ||
| Q1 24 | — | 1.25× |
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
ALIT
| Recurring | $607.0M | 93% |
| Projects | $46.0M | 7% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
