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英美资源集团（AMSC）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
英美资源集团的季度营收约是IMPINJ INC的1.0倍（$74.5M vs $74.3M），英美资源集团净利率更高（158.1% vs 11.2%，领先146.9%），英美资源集团同比增速更快（21.4% vs -0.0%），英美资源集团自由现金流更多（$2.4M vs $2.2M），过去两年英美资源集团的营收复合增速更高（33.2% vs -14.9%）
英美资源集团是一家总部位于英国伦敦的跨国矿业企业，是全球最大的铂金生产商，产量约占全球总产出的40%，同时也是钻石、铜、镍、铁矿石、多卤石、炼焦煤的主要供应商，业务布局覆盖非洲、亚洲、大洋洲、欧洲、南北美洲多个地区。
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。
AMSC vs PI — 直观对比
营收规模更大
AMSC
是对方的1.0倍
$74.3M
营收增速更快
AMSC
高出21.4%
-0.0%
净利率更高
AMSC
高出146.9%
11.2%
自由现金流更多
AMSC
多$123.0K
$2.2M
两年增速更快
AMSC
近两年复合增速
-14.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $74.5M | $74.3M |
| 净利润 | $117.8M | $8.3M |
| 毛利率 | 30.7% | 49.1% |
| 营业利润率 | 4.5% | 30.5% |
| 净利率 | 158.1% | 11.2% |
| 营收同比 | 21.4% | -0.0% |
| 净利润同比 | 4679.1% | — |
| 每股收益（稀释后） | $2.62 | $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AMSCPI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $74.5M | $92.8M | ||
| Q3 25 | $65.9M | $96.1M | ||
| Q2 25 | $72.4M | $97.9M | ||
| Q1 25 | $66.7M | $74.3M | ||
| Q4 24 | $61.4M | $91.6M | ||
| Q3 24 | $54.5M | $95.2M | ||
| Q2 24 | $40.3M | $102.5M |
净利润AMSCPI
| Q1 26 | — | $8.3M | ||
| Q4 25 | $117.8M | $-1.1M | ||
| Q3 25 | $4.8M | $-12.8M | ||
| Q2 25 | $6.7M | $11.6M | ||
| Q1 25 | $1.2M | $-8.5M | ||
| Q4 24 | $2.5M | $-2.7M | ||
| Q3 24 | $4.9M | $221.0K | ||
| Q2 24 | $-2.5M | $10.0M |
毛利率AMSCPI
| Q1 26 | — | 49.1% | ||
| Q4 25 | 30.7% | 51.8% | ||
| Q3 25 | 31.0% | 50.3% | ||
| Q2 25 | 33.8% | 57.8% | ||
| Q1 25 | 26.5% | 49.4% | ||
| Q4 24 | 26.6% | 50.5% | ||
| Q3 24 | 28.7% | 50.0% | ||
| Q2 24 | 30.3% | 56.1% |
营业利润率AMSCPI
| Q1 26 | — | 30.5% | ||
| Q4 25 | 4.5% | -2.9% | ||
| Q3 25 | 4.5% | 0.7% | ||
| Q2 25 | 7.8% | 11.1% | ||
| Q1 25 | 2.5% | -12.9% | ||
| Q4 24 | 2.1% | -3.9% | ||
| Q3 24 | -1.4% | -0.8% | ||
| Q2 24 | -8.2% | 8.8% |
净利率AMSCPI
| Q1 26 | — | 11.2% | ||
| Q4 25 | 158.1% | -1.2% | ||
| Q3 25 | 7.2% | -13.3% | ||
| Q2 25 | 9.3% | 11.8% | ||
| Q1 25 | 1.8% | -11.4% | ||
| Q4 24 | 4.0% | -2.9% | ||
| Q3 24 | 9.0% | 0.2% | ||
| Q2 24 | -6.3% | 9.7% |
每股收益（稀释后）AMSCPI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $2.62 | $-0.02 | ||
| Q3 25 | $0.11 | $-0.44 | ||
| Q2 25 | $0.17 | $0.39 | ||
| Q1 25 | $0.04 | $-0.30 | ||
| Q4 24 | $0.06 | $-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 | $141.1M | $131.8M |
| 总债务越低越好 | — | $241.5M |
| 股东权益账面价值 | $536.8M | — |
| 总资产 | $719.5M | $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AMSCPI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $141.1M | $175.3M | ||
| Q3 25 | $212.9M | $190.1M | ||
| Q2 25 | $207.9M | $193.2M | ||
| Q1 25 | $79.5M | $147.9M | ||
| Q4 24 | $75.2M | $164.7M | ||
| Q3 24 | $72.1M | $170.3M | ||
| Q2 24 | $93.5M | $220.2M |
总债务AMSCPI
| 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AMSCPI
| Q1 26 | — | — | ||
| Q4 25 | $536.8M | $209.2M | ||
| Q3 25 | $342.2M | $195.0M | ||
| Q2 25 | $333.1M | $187.7M | ||
| Q1 25 | $197.1M | $160.6M | ||
| Q4 24 | $192.7M | $149.9M | ||
| Q3 24 | $187.0M | $136.1M | ||
| Q2 24 | $143.3M | $117.0M |
总资产AMSCPI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $719.5M | $545.2M | ||
| Q3 25 | $445.6M | $516.5M | ||
| Q2 25 | $452.8M | $508.8M | ||
| Q1 25 | $310.5M | $479.8M | ||
| Q4 24 | $310.3M | $489.1M | ||
| Q3 24 | $298.4M | $476.4M | ||
| Q2 24 | $240.1M | $446.1M |
负债/权益比AMSCPI
| 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 | $3.2M | — |
| 自由现金流经营现金流 - 资本支出 | $2.4M | $2.2M |
| 自由现金流率自由现金流/营收 | 3.2% | 3.0% |
| 资本支出强度资本支出/营收 | 1.2% | — |
| 现金转化率经营现金流/净利润 | 0.03× | — |
| 过去12个月自由现金流最近4个季度 | $16.0M | $61.1M |
8季度趋势，按日历期对齐
经营现金流AMSCPI
| Q1 26 | — | — | ||
| Q4 25 | $3.2M | $15.1M | ||
| Q3 25 | $6.5M | $20.9M | ||
| Q2 25 | $4.1M | $33.9M | ||
| Q1 25 | $6.3M | $-11.1M | ||
| Q4 24 | $5.9M | $12.6M | ||
| Q3 24 | $12.7M | $10.1M | ||
| Q2 24 | $3.4M | $45.5M |
自由现金流AMSCPI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $2.4M | $13.6M | ||
| Q3 25 | $5.1M | $18.0M | ||
| Q2 25 | $3.3M | $27.3M | ||
| Q1 25 | $5.3M | $-13.0M | ||
| Q4 24 | $5.3M | $8.5M | ||
| Q3 24 | $12.1M | $4.7M | ||
| Q2 24 | $3.1M | $44.1M |
自由现金流率AMSCPI
| Q1 26 | — | 3.0% | ||
| Q4 25 | 3.2% | 14.7% | ||
| Q3 25 | 7.7% | 18.7% | ||
| Q2 25 | 4.6% | 27.9% | ||
| Q1 25 | 7.9% | -17.5% | ||
| Q4 24 | 8.7% | 9.3% | ||
| Q3 24 | 22.3% | 4.9% | ||
| Q2 24 | 7.8% | 43.0% |
资本支出强度AMSCPI
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 1.6% | ||
| Q3 25 | 2.1% | 3.1% | ||
| Q2 25 | 1.1% | 6.7% | ||
| Q1 25 | 1.6% | 2.5% | ||
| Q4 24 | 0.9% | 4.5% | ||
| Q3 24 | 1.1% | 5.7% | ||
| Q2 24 | 0.7% | 1.3% |
现金转化率AMSCPI
| Q1 26 | — | — | ||
| Q4 25 | 0.03× | — | ||
| Q3 25 | 1.37× | — | ||
| Q2 25 | 0.61× | 2.93× | ||
| Q1 25 | 5.22× | — | ||
| Q4 24 | 2.38× | — | ||
| Q3 24 | 2.60× | 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
AMSC
| Equipment And Systems | $56.0M | 75% |
| Megatran | $14.1M | 19% |
| Comtrafo Industria De Transformadores Eletricos SA | $4.6M | 6% |
PI
暂无分部数据
