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AMPCO PITTSBURGH CORP(AP)与IMPINJ INC(PI)财务数据对比。点击上方公司名可切换其他公司
AMPCO PITTSBURGH CORP的季度营收约是IMPINJ INC的1.4倍($104.4M vs $74.3M),IMPINJ INC净利率更高(11.2% vs -55.2%,领先66.4%),AMPCO PITTSBURGH CORP同比增速更快(11.5% vs -0.0%),IMPINJ INC自由现金流更多($2.2M vs $-64.0K),过去两年AMPCO PITTSBURGH CORP的营收复合增速更高(-2.6% vs -14.9%)
安普科匹兹堡公司是一家特种钢材制造商,总部位于宾夕法尼亚州匹兹堡市中心,1929年由多家此前已成立的小型钢铁企业合并组建而成。需要注意区分它和其他同样带有Ampco名称的企业,比如位于密尔沃基的铜基合金生产商、迈阿密的橱柜企业等。
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。
AP vs PI — 直观对比
营收规模更大
AP
是对方的1.4倍
$74.3M
营收增速更快
AP
高出11.5%
-0.0%
净利率更高
PI
高出66.4%
-55.2%
自由现金流更多
PI
多$2.3M
$-64.0K
两年增速更快
AP
近两年复合增速
-14.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $104.4M | $74.3M |
| 净利润 | $-57.7M | $8.3M |
| 毛利率 | — | 49.1% |
| 营业利润率 | -54.0% | 30.5% |
| 净利率 | -55.2% | 11.2% |
| 营收同比 | 11.5% | -0.0% |
| 净利润同比 | -1958.9% | — |
| 每股收益(稀释后) | $-2.87 | $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
AP
PI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $104.4M | $92.8M | ||
| Q3 25 | $103.7M | $96.1M | ||
| Q2 25 | $108.9M | $97.9M | ||
| Q1 25 | $99.2M | $74.3M | ||
| Q4 24 | $93.6M | $91.6M | ||
| Q3 24 | $92.1M | $95.2M | ||
| Q2 24 | $107.1M | $102.5M |
净利润
AP
PI
| Q1 26 | — | $8.3M | ||
| Q4 25 | $-57.7M | $-1.1M | ||
| Q3 25 | $-2.2M | $-12.8M | ||
| Q2 25 | $-7.3M | $11.6M | ||
| Q1 25 | $1.1M | $-8.5M | ||
| Q4 24 | $3.1M | $-2.7M | ||
| Q3 24 | $-2.0M | $221.0K | ||
| Q2 24 | $2.0M | $10.0M |
毛利率
AP
PI
| Q1 26 | — | 49.1% | ||
| Q4 25 | — | 51.8% | ||
| Q3 25 | — | 50.3% | ||
| Q2 25 | — | 57.8% | ||
| Q1 25 | — | 49.4% | ||
| Q4 24 | — | 50.5% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 56.1% |
营业利润率
AP
PI
| Q1 26 | — | 30.5% | ||
| Q4 25 | -54.0% | -2.9% | ||
| Q3 25 | 1.1% | 0.7% | ||
| Q2 25 | -2.8% | 11.1% | ||
| Q1 25 | 3.9% | -12.9% | ||
| Q4 24 | 5.5% | -3.9% | ||
| Q3 24 | 2.0% | -0.8% | ||
| Q2 24 | 4.7% | 8.8% |
净利率
AP
PI
| Q1 26 | — | 11.2% | ||
| Q4 25 | -55.2% | -1.2% | ||
| Q3 25 | -2.1% | -13.3% | ||
| Q2 25 | -6.7% | 11.8% | ||
| Q1 25 | 1.2% | -11.4% | ||
| Q4 24 | 3.3% | -2.9% | ||
| Q3 24 | -2.1% | 0.2% | ||
| Q2 24 | 1.9% | 9.7% |
每股收益(稀释后)
AP
PI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $-2.87 | $-0.02 | ||
| Q3 25 | $-0.11 | $-0.44 | ||
| Q2 25 | $-0.36 | $0.39 | ||
| Q1 25 | $0.06 | $-0.30 | ||
| Q4 24 | $0.16 | $-0.06 | ||
| Q3 24 | $-0.10 | $0.01 | ||
| Q2 24 | $0.10 | $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 | $10.7M | $131.8M |
| 总债务越低越好 | $117.9M | $241.5M |
| 股东权益账面价值 | $32.6M | — |
| 总资产 | $495.4M | $502.5M |
| 负债/权益比越低杠杆越低 | 3.61× | — |
8季度趋势,按日历期对齐
现金及短期投资
AP
PI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $10.7M | $175.3M | ||
| Q3 25 | $15.0M | $190.1M | ||
| Q2 25 | $9.9M | $193.2M | ||
| Q1 25 | $7.1M | $147.9M | ||
| Q4 24 | $15.4M | $164.7M | ||
| Q3 24 | $11.8M | $170.3M | ||
| Q2 24 | $7.9M | $220.2M |
总债务
AP
PI
| Q1 26 | — | $241.5M | ||
| Q4 25 | $117.9M | $280.9M | ||
| Q3 25 | $119.0M | $280.4M | ||
| Q2 25 | $115.9M | — | ||
| Q1 25 | $115.0M | — | ||
| Q4 24 | $116.4M | $283.5M | ||
| Q3 24 | $116.0M | — | ||
| Q2 24 | $119.4M | — |
股东权益
AP
PI
| Q1 26 | — | — | ||
| Q4 25 | $32.6M | $209.2M | ||
| Q3 25 | $60.1M | $195.0M | ||
| Q2 25 | $62.7M | $187.7M | ||
| Q1 25 | $64.6M | $160.6M | ||
| Q4 24 | $58.9M | $149.9M | ||
| Q3 24 | $61.3M | $136.1M | ||
| Q2 24 | $58.0M | $117.0M |
总资产
AP
PI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $495.4M | $545.2M | ||
| Q3 25 | $524.4M | $516.5M | ||
| Q2 25 | $537.2M | $508.8M | ||
| Q1 25 | $536.2M | $479.8M | ||
| Q4 24 | $530.9M | $489.1M | ||
| Q3 24 | $547.4M | $476.4M | ||
| Q2 24 | $560.8M | $446.1M |
负债/权益比
AP
PI
| Q1 26 | — | — | ||
| Q4 25 | 3.61× | 1.34× | ||
| Q3 25 | 1.98× | 1.44× | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 1.78× | — | ||
| Q4 24 | 1.98× | 1.89× | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 2.06× | — |
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 | $2.7M | — |
| 自由现金流经营现金流 - 资本支出 | $-64.0K | $2.2M |
| 自由现金流率自由现金流/营收 | -0.1% | 3.0% |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-8.1M | $61.1M |
8季度趋势,按日历期对齐
经营现金流
AP
PI
| Q1 26 | — | — | ||
| Q4 25 | $2.7M | $15.1M | ||
| Q3 25 | $6.3M | $20.9M | ||
| Q2 25 | $-2.3M | $33.9M | ||
| Q1 25 | $-5.3M | $-11.1M | ||
| Q4 24 | $7.5M | $12.6M | ||
| Q3 24 | $11.4M | $10.1M | ||
| Q2 24 | $-5.3M | $45.5M |
自由现金流
AP
PI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $-64.0K | $13.6M | ||
| Q3 25 | $3.3M | $18.0M | ||
| Q2 25 | $-3.8M | $27.3M | ||
| Q1 25 | $-7.5M | $-13.0M | ||
| Q4 24 | $3.7M | $8.5M | ||
| Q3 24 | $8.4M | $4.7M | ||
| Q2 24 | $-8.0M | $44.1M |
自由现金流率
AP
PI
| Q1 26 | — | 3.0% | ||
| Q4 25 | -0.1% | 14.7% | ||
| Q3 25 | 3.2% | 18.7% | ||
| Q2 25 | -3.5% | 27.9% | ||
| Q1 25 | -7.5% | -17.5% | ||
| Q4 24 | 4.0% | 9.3% | ||
| Q3 24 | 9.1% | 4.9% | ||
| Q2 24 | -7.5% | 43.0% |
资本支出强度
AP
PI
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 1.6% | ||
| Q3 25 | 2.9% | 3.1% | ||
| Q2 25 | 1.3% | 6.7% | ||
| Q1 25 | 2.2% | 2.5% | ||
| Q4 24 | 4.0% | 4.5% | ||
| Q3 24 | 3.2% | 5.7% | ||
| Q2 24 | 2.5% | 1.3% |
现金转化率
AP
PI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | -4.62× | — | ||
| Q4 24 | 2.40× | — | ||
| Q3 24 | — | 45.56× | ||
| Q2 24 | -2.64× | 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
AP
| Forged And Cast Mill Rolls | $67.0M | 64% |
| Air Handling Systems | $14.3M | 14% |
| Heat Exchange Coils | $13.1M | 13% |
| Centrifugal Pumps | $10.3M | 10% |
| Forged Engineered Products | $4.0M | 4% |
PI
暂无分部数据