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阿普塔集团(ATR)与Fabrinet(FN)财务数据对比。点击上方公司名可切换其他公司
Fabrinet的季度营收约是阿普塔集团的1.2倍($1.1B vs $982.9M),Fabrinet净利率更高(9.9% vs 7.4%,领先2.5%),Fabrinet同比增速更快(35.9% vs 10.8%),阿普塔集团自由现金流更多($53.3M vs $-5.3M),过去两年Fabrinet的营收复合增速更高(24.4% vs 3.9%)
阿普塔集团(AptarGroup, Inc.)是总部位于美国的全球性制造企业,主营消费品分配包装产品及药物给药装置的研发与生产,目前在全球18个国家设有生产运营基地,服务医药、快消等多领域客户。
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。
ATR vs FN — 直观对比
营收规模更大
FN
是对方的1.2倍
$982.9M
营收增速更快
FN
高出25.1%
10.8%
净利率更高
FN
高出2.5%
7.4%
自由现金流更多
ATR
多$58.6M
$-5.3M
两年增速更快
FN
近两年复合增速
3.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $982.9M | $1.1B |
| 净利润 | $72.8M | $112.6M |
| 毛利率 | — | 12.2% |
| 营业利润率 | 10.9% | 10.1% |
| 净利率 | 7.4% | 9.9% |
| 营收同比 | 10.8% | 35.9% |
| 净利润同比 | -7.5% | 30.0% |
| 每股收益(稀释后) | $1.12 | $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
ATR
FN
| Q1 26 | $982.9M | — | ||
| Q4 25 | $962.7M | $1.1B | ||
| Q3 25 | $961.1M | $978.1M | ||
| Q2 25 | $966.0M | $909.7M | ||
| Q1 25 | $887.3M | $871.8M | ||
| Q4 24 | $848.1M | $833.6M | ||
| Q3 24 | $909.3M | $804.2M | ||
| Q2 24 | $910.1M | $753.3M |
净利润
ATR
FN
| Q1 26 | $72.8M | — | ||
| Q4 25 | $74.3M | $112.6M | ||
| Q3 25 | $127.9M | $95.9M | ||
| Q2 25 | $111.7M | $87.2M | ||
| Q1 25 | $78.8M | $81.3M | ||
| Q4 24 | $100.9M | $86.6M | ||
| Q3 24 | $100.0M | $77.4M | ||
| Q2 24 | $90.5M | $81.1M |
毛利率
ATR
FN
| Q1 26 | — | — | ||
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 11.7% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 12.3% |
营业利润率
ATR
FN
| Q1 26 | 10.9% | — | ||
| Q4 25 | 11.0% | 10.1% | ||
| Q3 25 | 14.2% | 9.6% | ||
| Q2 25 | 14.9% | 9.8% | ||
| Q1 25 | 12.8% | 9.0% | ||
| Q4 24 | 14.2% | 9.5% | ||
| Q3 24 | 15.2% | 9.6% | ||
| Q2 24 | 13.8% | 9.7% |
净利率
ATR
FN
| Q1 26 | 7.4% | — | ||
| Q4 25 | 7.7% | 9.9% | ||
| Q3 25 | 13.3% | 9.8% | ||
| Q2 25 | 11.6% | 9.6% | ||
| Q1 25 | 8.9% | 9.3% | ||
| Q4 24 | 11.9% | 10.4% | ||
| Q3 24 | 11.0% | 9.6% | ||
| Q2 24 | 9.9% | 10.8% |
每股收益(稀释后)
ATR
FN
| Q1 26 | $1.12 | — | ||
| Q4 25 | $1.13 | $3.11 | ||
| Q3 25 | $1.92 | $2.66 | ||
| Q2 25 | $1.67 | $2.41 | ||
| Q1 25 | $1.17 | $2.25 | ||
| Q4 24 | $1.48 | $2.38 | ||
| Q3 24 | $1.48 | $2.13 | ||
| Q2 24 | $1.34 | $2.22 |
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 | $229.5M | $960.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $2.2B |
| 总资产 | $5.1B | $3.3B |
| 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
ATR
FN
| Q1 26 | $229.5M | — | ||
| Q4 25 | $409.5M | $960.8M | ||
| Q3 25 | $264.8M | $968.8M | ||
| Q2 25 | $169.8M | $934.2M | ||
| Q1 25 | $136.8M | $950.7M | ||
| Q4 24 | $226.2M | $934.6M | ||
| Q3 24 | $327.9M | $908.9M | ||
| Q2 24 | $223.9M | $858.6M |
总债务
ATR
FN
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $546.0M | — | ||
| Q2 25 | $535.1M | — | ||
| Q1 25 | $561.2M | — | ||
| Q4 24 | $688.1M | — | ||
| Q3 24 | $822.7M | — | ||
| Q2 24 | $681.5M | — |
股东权益
ATR
FN
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.7B | $2.2B | ||
| Q3 25 | $2.8B | $2.1B | ||
| Q2 25 | $2.7B | $2.0B | ||
| Q1 25 | $2.5B | $1.9B | ||
| Q4 24 | $2.5B | $1.8B | ||
| Q3 24 | $2.5B | $1.8B | ||
| Q2 24 | $2.4B | $1.7B |
总资产
ATR
FN
| Q1 26 | $5.1B | — | ||
| Q4 25 | $5.3B | $3.3B | ||
| Q3 25 | $5.1B | $3.0B | ||
| Q2 25 | $4.9B | $2.8B | ||
| Q1 25 | $4.5B | $2.6B | ||
| Q4 24 | $4.4B | $2.5B | ||
| Q3 24 | $4.6B | $2.4B | ||
| Q2 24 | $4.5B | $2.3B |
负债/权益比
ATR
FN
| Q1 26 | — | — | ||
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 0.28× | — | ||
| Q3 24 | 0.32× | — | ||
| Q2 24 | 0.28× | — |
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 | — | $46.3M |
| 自由现金流经营现金流 - 资本支出 | $53.3M | $-5.3M |
| 自由现金流率自由现金流/营收 | 5.4% | -0.5% |
| 资本支出强度资本支出/营收 | 6.7% | 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 | $327.0M | $102.3M |
8季度趋势,按日历期对齐
经营现金流
ATR
FN
| Q1 26 | — | — | ||
| Q4 25 | $183.7M | $46.3M | ||
| Q3 25 | $177.6M | $102.6M | ||
| Q2 25 | $126.0M | $55.1M | ||
| Q1 25 | $82.7M | $74.2M | ||
| Q4 24 | $178.2M | $115.9M | ||
| Q3 24 | $229.3M | $83.2M | ||
| Q2 24 | $143.6M | $83.1M |
自由现金流
ATR
FN
| Q1 26 | $53.3M | — | ||
| Q4 25 | $96.9M | $-5.3M | ||
| Q3 25 | $114.3M | $57.3M | ||
| Q2 25 | $62.5M | $4.7M | ||
| Q1 25 | $25.9M | $45.7M | ||
| Q4 24 | $112.2M | $94.0M | ||
| Q3 24 | $162.7M | $62.9M | ||
| Q2 24 | $75.4M | $70.4M |
自由现金流率
ATR
FN
| Q1 26 | 5.4% | — | ||
| Q4 25 | 10.1% | -0.5% | ||
| Q3 25 | 11.9% | 5.9% | ||
| Q2 25 | 6.5% | 0.5% | ||
| Q1 25 | 2.9% | 5.2% | ||
| Q4 24 | 13.2% | 11.3% | ||
| Q3 24 | 17.9% | 7.8% | ||
| Q2 24 | 8.3% | 9.3% |
资本支出强度
ATR
FN
| Q1 26 | 6.7% | — | ||
| Q4 25 | 9.0% | 4.6% | ||
| Q3 25 | 6.6% | 4.6% | ||
| Q2 25 | 6.6% | 5.5% | ||
| Q1 25 | 6.4% | 3.3% | ||
| Q4 24 | 7.8% | 2.6% | ||
| Q3 24 | 7.3% | 2.5% | ||
| Q2 24 | 7.5% | 1.7% |
现金转化率
ATR
FN
| Q1 26 | — | — | ||
| Q4 25 | 2.47× | 0.41× | ||
| Q3 25 | 1.39× | 1.07× | ||
| Q2 25 | 1.13× | 0.63× | ||
| Q1 25 | 1.05× | 0.91× | ||
| Q4 24 | 1.77× | 1.34× | ||
| Q3 24 | 2.29× | 1.07× | ||
| Q2 24 | 1.59× | 1.02× |
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
ATR
暂无分部数据
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |