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ALLIENT INC（ALNT）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
ALLIENT INC的季度营收约是IMPINJ INC的1.9倍（$143.4M vs $74.3M），IMPINJ INC净利率更高（11.2% vs 4.5%，领先6.8%），ALLIENT INC同比增速更快（17.5% vs -0.0%），ALLIENT INC自由现金流更多（$11.7M vs $2.2M），过去两年ALLIENT INC的营收复合增速更高（-1.2% vs -14.9%）
Allient Inc是一家全球化技术制造企业，主营精密运动、控制及电源解决方案的设计、生产与分销，核心服务航空航天、国防、医疗设备、工业自动化、商用出行等领域，业务覆盖北美、欧洲及亚太地区。
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。
ALNT vs PI — 直观对比
营收规模更大
ALNT
是对方的1.9倍
$74.3M
营收增速更快
ALNT
高出17.5%
-0.0%
净利率更高
PI
高出6.8%
4.5%
自由现金流更多
ALNT
多$9.4M
$2.2M
两年增速更快
ALNT
近两年复合增速
-14.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $143.4M | $74.3M |
| 净利润 | $6.4M | $8.3M |
| 毛利率 | 32.4% | 49.1% |
| 营业利润率 | 7.9% | 30.5% |
| 净利率 | 4.5% | 11.2% |
| 营收同比 | 17.5% | -0.0% |
| 净利润同比 | 111.8% | — |
| 每股收益（稀释后） | $0.38 | $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ALNTPI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $143.4M | $92.8M | ||
| Q3 25 | $138.7M | $96.1M | ||
| Q2 25 | $139.6M | $97.9M | ||
| Q1 25 | $132.8M | $74.3M | ||
| Q4 24 | $122.0M | $91.6M | ||
| Q3 24 | $125.2M | $95.2M | ||
| Q2 24 | $136.0M | $102.5M |
净利润ALNTPI
| Q1 26 | — | $8.3M | ||
| Q4 25 | $6.4M | $-1.1M | ||
| Q3 25 | $6.5M | $-12.8M | ||
| Q2 25 | $5.6M | $11.6M | ||
| Q1 25 | $3.6M | $-8.5M | ||
| Q4 24 | $3.0M | $-2.7M | ||
| Q3 24 | $2.1M | $221.0K | ||
| Q2 24 | $1.1M | $10.0M |
毛利率ALNTPI
| Q1 26 | — | 49.1% | ||
| Q4 25 | 32.4% | 51.8% | ||
| Q3 25 | 33.3% | 50.3% | ||
| Q2 25 | 33.2% | 57.8% | ||
| Q1 25 | 32.2% | 49.4% | ||
| Q4 24 | 31.5% | 50.5% | ||
| Q3 24 | 31.4% | 50.0% | ||
| Q2 24 | 29.9% | 56.1% |
营业利润率ALNTPI
| Q1 26 | — | 30.5% | ||
| Q4 25 | 7.9% | -2.9% | ||
| Q3 25 | 8.8% | 0.7% | ||
| Q2 25 | 8.4% | 11.1% | ||
| Q1 25 | 6.6% | -12.9% | ||
| Q4 24 | 5.3% | -3.9% | ||
| Q3 24 | 5.3% | -0.8% | ||
| Q2 24 | 3.6% | 8.8% |
净利率ALNTPI
| Q1 26 | — | 11.2% | ||
| Q4 25 | 4.5% | -1.2% | ||
| Q3 25 | 4.7% | -13.3% | ||
| Q2 25 | 4.0% | 11.8% | ||
| Q1 25 | 2.7% | -11.4% | ||
| Q4 24 | 2.5% | -2.9% | ||
| Q3 24 | 1.7% | 0.2% | ||
| Q2 24 | 0.8% | 9.7% |
每股收益（稀释后）ALNTPI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.38 | $-0.02 | ||
| Q3 25 | $0.39 | $-0.44 | ||
| Q2 25 | $0.34 | $0.39 | ||
| Q1 25 | $0.21 | $-0.30 | ||
| Q4 24 | $0.17 | $-0.06 | ||
| Q3 24 | $0.13 | $0.01 | ||
| Q2 24 | $0.07 | $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 | $40.7M | $131.8M |
| 总债务越低越好 | — | $241.5M |
| 股东权益账面价值 | $301.5M | — |
| 总资产 | $577.6M | $502.5M |
| 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ALNTPI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $40.7M | $175.3M | ||
| Q3 25 | $39.5M | $190.1M | ||
| Q2 25 | $49.9M | $193.2M | ||
| Q1 25 | $47.8M | $147.9M | ||
| Q4 24 | $36.1M | $164.7M | ||
| Q3 24 | $37.1M | $170.3M | ||
| Q2 24 | $31.3M | $220.2M |
总债务ALNTPI
| Q1 26 | — | $241.5M | ||
| Q4 25 | — | $280.9M | ||
| Q3 25 | — | $280.4M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $283.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ALNTPI
| Q1 26 | — | — | ||
| Q4 25 | $301.5M | $209.2M | ||
| Q3 25 | $294.2M | $195.0M | ||
| Q2 25 | $289.1M | $187.7M | ||
| Q1 25 | $272.8M | $160.6M | ||
| Q4 24 | $264.9M | $149.9M | ||
| Q3 24 | $272.9M | $136.1M | ||
| Q2 24 | $265.7M | $117.0M |
总资产ALNTPI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $577.6M | $545.2M | ||
| Q3 25 | $585.1M | $516.5M | ||
| Q2 25 | $588.1M | $508.8M | ||
| Q1 25 | $586.9M | $479.8M | ||
| Q4 24 | $575.8M | $489.1M | ||
| Q3 24 | $596.4M | $476.4M | ||
| Q2 24 | $595.8M | $446.1M |
负债/权益比ALNTPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.89× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $13.6M | — |
| 自由现金流经营现金流 - 资本支出 | $11.7M | $2.2M |
| 自由现金流率自由现金流/营收 | 8.1% | 3.0% |
| 资本支出强度资本支出/营收 | 1.3% | — |
| 现金转化率经营现金流/净利润 | 2.12× | — |
| 过去12个月自由现金流最近4个季度 | $49.7M | $61.1M |
8季度趋势，按日历期对齐
经营现金流ALNTPI
| Q1 26 | — | — | ||
| Q4 25 | $13.6M | $15.1M | ||
| Q3 25 | $4.7M | $20.9M | ||
| Q2 25 | $24.5M | $33.9M | ||
| Q1 25 | $13.9M | $-11.1M | ||
| Q4 24 | $12.4M | $12.6M | ||
| Q3 24 | $12.1M | $10.1M | ||
| Q2 24 | $8.2M | $45.5M |
自由现金流ALNTPI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $11.7M | $13.6M | ||
| Q3 25 | $2.8M | $18.0M | ||
| Q2 25 | $22.4M | $27.3M | ||
| Q1 25 | $12.9M | $-13.0M | ||
| Q4 24 | $9.6M | $8.5M | ||
| Q3 24 | $10.5M | $4.7M | ||
| Q2 24 | $5.8M | $44.1M |
自由现金流率ALNTPI
| Q1 26 | — | 3.0% | ||
| Q4 25 | 8.1% | 14.7% | ||
| Q3 25 | 2.0% | 18.7% | ||
| Q2 25 | 16.0% | 27.9% | ||
| Q1 25 | 9.7% | -17.5% | ||
| Q4 24 | 7.9% | 9.3% | ||
| Q3 24 | 8.4% | 4.9% | ||
| Q2 24 | 4.3% | 43.0% |
资本支出强度ALNTPI
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 1.6% | ||
| Q3 25 | 1.4% | 3.1% | ||
| Q2 25 | 1.5% | 6.7% | ||
| Q1 25 | 0.8% | 2.5% | ||
| Q4 24 | 2.3% | 4.5% | ||
| Q3 24 | 1.3% | 5.7% | ||
| Q2 24 | 1.7% | 1.3% |
现金转化率ALNTPI
| Q1 26 | — | — | ||
| Q4 25 | 2.12× | — | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | 4.36× | 2.93× | ||
| Q1 25 | 3.92× | — | ||
| Q4 24 | 4.11× | — | ||
| Q3 24 | 5.75× | 45.56× | ||
| Q2 24 | 7.13× | 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
ALNT
| Industrial And Electronics | $69.5M | 48% |
| Vehicle | $25.7M | 18% |
| Other | $20.9M | 15% |
| Aerospace And Defense | $20.6M | 14% |
| Distribution And Other Target Market | $6.7M | 5% |
PI
暂无分部数据
