vs
American Outdoor Brands, Inc.(AOUT)与IMPINJ INC(PI)财务数据对比。点击上方公司名可切换其他公司
IMPINJ INC的季度营收约是American Outdoor Brands, Inc.的1.3倍($74.3M vs $57.2M),IMPINJ INC净利率更高(11.2% vs 3.6%,领先7.6%),IMPINJ INC同比增速更快(-0.0% vs -5.0%),IMPINJ INC自由现金流更多($2.2M vs $-14.1M),过去两年American Outdoor Brands, Inc.的营收复合增速更高(3.5% vs -14.9%)
Deckers Brands(原Deckers Outdoor Corporation)是美国鞋履设计与分销企业,1973年成立,总部位于加利福尼亚州戈利塔,由道格·奥托与卡尔·F·洛普克创立,旗下拥有UGG、Teva、Hoka等多个知名品牌。
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。
AOUT vs PI — 直观对比
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $57.2M | $74.3M |
| 净利润 | $2.1M | $8.3M |
| 毛利率 | 45.6% | 49.1% |
| 营业利润率 | 3.7% | 30.5% |
| 净利率 | 3.6% | 11.2% |
| 营收同比 | -5.0% | -0.0% |
| 净利润同比 | -33.3% | — |
| 每股收益(稀释后) | $0.16 | $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
| Q1 26 | — | $74.3M | ||
| Q4 25 | $57.2M | $92.8M | ||
| Q3 25 | $29.7M | $96.1M | ||
| Q2 25 | $61.9M | $97.9M | ||
| Q1 25 | $58.5M | $74.3M | ||
| Q4 24 | $60.2M | $91.6M | ||
| Q3 24 | $41.6M | $95.2M | ||
| Q2 24 | $46.3M | $102.5M |
| Q1 26 | — | $8.3M | ||
| Q4 25 | $2.1M | $-1.1M | ||
| Q3 25 | $-6.8M | $-12.8M | ||
| Q2 25 | $-992.0K | $11.6M | ||
| Q1 25 | $169.0K | $-8.5M | ||
| Q4 24 | $3.1M | $-2.7M | ||
| Q3 24 | $-2.4M | $221.0K | ||
| Q2 24 | $-5.3M | $10.0M |
| Q1 26 | — | 49.1% | ||
| Q4 25 | 45.6% | 51.8% | ||
| Q3 25 | 46.7% | 50.3% | ||
| Q2 25 | 40.9% | 57.8% | ||
| Q1 25 | 44.7% | 49.4% | ||
| Q4 24 | 48.0% | 50.5% | ||
| Q3 24 | 45.4% | 50.0% | ||
| Q2 24 | 41.9% | 56.1% |
| Q1 26 | — | 30.5% | ||
| Q4 25 | 3.7% | -2.9% | ||
| Q3 25 | -23.0% | 0.7% | ||
| Q2 25 | -1.5% | 11.1% | ||
| Q1 25 | 0.5% | -12.9% | ||
| Q4 24 | 5.1% | -3.9% | ||
| Q3 24 | -6.2% | -0.8% | ||
| Q2 24 | -11.9% | 8.8% |
| Q1 26 | — | 11.2% | ||
| Q4 25 | 3.6% | -1.2% | ||
| Q3 25 | -23.0% | -13.3% | ||
| Q2 25 | -1.6% | 11.8% | ||
| Q1 25 | 0.3% | -11.4% | ||
| Q4 24 | 5.2% | -2.9% | ||
| Q3 24 | -5.7% | 0.2% | ||
| Q2 24 | -11.5% | 9.7% |
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.16 | $-0.02 | ||
| Q3 25 | $-0.54 | $-0.44 | ||
| Q2 25 | $-0.08 | $0.39 | ||
| Q1 25 | $0.01 | $-0.30 | ||
| Q4 24 | $0.24 | $-0.06 | ||
| Q3 24 | $-0.18 | $0.01 | ||
| Q2 24 | $-0.41 | $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 | $3.1M | $131.8M |
| 总债务越低越好 | — | $241.5M |
| 股东权益账面价值 | $170.4M | — |
| 总资产 | $240.9M | $502.5M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q1 26 | — | $131.8M | ||
| Q4 25 | $3.1M | $175.3M | ||
| Q3 25 | $17.8M | $190.1M | ||
| Q2 25 | $23.4M | $193.2M | ||
| Q1 25 | $17.1M | $147.9M | ||
| Q4 24 | $14.2M | $164.7M | ||
| Q3 24 | $23.5M | $170.3M | ||
| Q2 24 | $29.7M | $220.2M |
| Q1 26 | — | $241.5M | ||
| Q4 25 | — | $280.9M | ||
| Q3 25 | — | $280.4M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $283.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $170.4M | $209.2M | ||
| Q3 25 | $167.8M | $195.0M | ||
| Q2 25 | $177.6M | $187.7M | ||
| Q1 25 | $178.7M | $160.6M | ||
| Q4 24 | $178.9M | $149.9M | ||
| Q3 24 | $175.7M | $136.1M | ||
| Q2 24 | $177.9M | $117.0M |
| Q1 26 | — | $502.5M | ||
| Q4 25 | $240.9M | $545.2M | ||
| Q3 25 | $241.9M | $516.5M | ||
| Q2 25 | $246.4M | $508.8M | ||
| Q1 25 | $245.9M | $479.8M | ||
| Q4 24 | $254.1M | $489.1M | ||
| Q3 24 | $244.8M | $476.4M | ||
| Q2 24 | $240.6M | $446.1M |
| 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 | $-13.3M | — |
| 自由现金流经营现金流 - 资本支出 | $-14.1M | $2.2M |
| 自由现金流率自由现金流/营收 | -24.6% | 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 | -6.41× | — |
| 过去12个月自由现金流最近4个季度 | $-4.7M | $61.1M |
8季度趋势,按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $-13.3M | $15.1M | ||
| Q3 25 | $-1.7M | $20.9M | ||
| Q2 25 | $7.8M | $33.9M | ||
| Q1 25 | $5.9M | $-11.1M | ||
| Q4 24 | $-7.9M | $12.6M | ||
| Q3 24 | $-4.4M | $10.1M | ||
| Q2 24 | $14.7M | $45.5M |
| Q1 26 | — | $2.2M | ||
| Q4 25 | $-14.1M | $13.6M | ||
| Q3 25 | $-2.0M | $18.0M | ||
| Q2 25 | $7.2M | $27.3M | ||
| Q1 25 | $4.2M | $-13.0M | ||
| Q4 24 | $-8.0M | $8.5M | ||
| Q3 24 | $-5.2M | $4.7M | ||
| Q2 24 | $14.2M | $44.1M |
| Q1 26 | — | 3.0% | ||
| Q4 25 | -24.6% | 14.7% | ||
| Q3 25 | -6.7% | 18.7% | ||
| Q2 25 | 11.6% | 27.9% | ||
| Q1 25 | 7.2% | -17.5% | ||
| Q4 24 | -13.3% | 9.3% | ||
| Q3 24 | -12.5% | 4.9% | ||
| Q2 24 | 30.6% | 43.0% |
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 1.6% | ||
| Q3 25 | 1.0% | 3.1% | ||
| Q2 25 | 0.9% | 6.7% | ||
| Q1 25 | 2.9% | 2.5% | ||
| Q4 24 | 0.1% | 4.5% | ||
| Q3 24 | 2.0% | 5.7% | ||
| Q2 24 | 1.1% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | -6.41× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | 34.86× | — | ||
| Q4 24 | -2.55× | — | ||
| Q3 24 | — | 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
AOUT
| Traditional Channels Net Sales | $36.8M | 64% |
| E Commerce Channels Net Sales | $20.4M | 36% |
PI
暂无分部数据