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艾仕得（AXTA）与Fabrinet（FN）财务数据对比。点击上方公司名可切换其他公司
艾仕得的季度营收约是Fabrinet的4.5倍（$5.1B vs $1.1B），Fabrinet净利率更高（9.9% vs 1.8%，领先8.2%），Fabrinet同比增速更快（35.9% vs -0.6%），艾仕得自由现金流更多（$21.0M vs $-5.3M），过去两年艾仕得的营收复合增速更高（94.5% vs 24.4%）
艾仕得是源自美国的专业涂料供应商，总部位于宾夕法尼亚州费城，注册地为百慕大。公司主营乘用车、商用车、工业场景及修补用途涂料的研发与生产，业务覆盖全球130个国家，拥有近1.3万名员工，服务超10万家客户。
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。
AXTA vs FN — 直观对比
营收规模更大
AXTA
是对方的4.5倍
$1.1B
营收增速更快
FN
高出36.5%
-0.6%
净利率更高
FN
高出8.2%
1.8%
自由现金流更多
AXTA
多$26.3M
$-5.3M
两年增速更快
AXTA
近两年复合增速
24.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.1B | $1.1B |
| 净利润 | $91.0M | $112.6M |
| 毛利率 | 83.6% | 12.2% |
| 营业利润率 | 2.9% | 10.1% |
| 净利率 | 1.8% | 9.9% |
| 营收同比 | -0.6% | 35.9% |
| 净利润同比 | -9.1% | 30.0% |
| 每股收益（稀释后） | $0.42 | $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AXTAFN
| Q1 26 | $5.1B | — | ||
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $1.3B | $978.1M | ||
| Q2 25 | $1.3B | $909.7M | ||
| Q1 25 | $1.3B | $871.8M | ||
| Q4 24 | $1.3B | $833.6M | ||
| Q3 24 | $1.3B | $804.2M | ||
| Q2 24 | $1.4B | $753.3M |
净利润AXTAFN
| Q1 26 | $91.0M | — | ||
| Q4 25 | $60.0M | $112.6M | ||
| Q3 25 | $110.0M | $95.9M | ||
| Q2 25 | $109.0M | $87.2M | ||
| Q1 25 | $99.0M | $81.3M | ||
| Q4 24 | $137.0M | $86.6M | ||
| Q3 24 | $101.0M | $77.4M | ||
| Q2 24 | $112.0M | $81.1M |
毛利率AXTAFN
| Q1 26 | 83.6% | — | ||
| Q4 25 | 33.4% | 12.2% | ||
| Q3 25 | 34.9% | 11.9% | ||
| Q2 25 | 35.0% | 12.2% | ||
| Q1 25 | 34.3% | 11.7% | ||
| Q4 24 | 34.1% | 12.1% | ||
| Q3 24 | 35.0% | 12.3% | ||
| Q2 24 | 34.0% | 12.3% |
营业利润率AXTAFN
| Q1 26 | 2.9% | — | ||
| Q4 25 | 12.8% | 10.1% | ||
| Q3 25 | 15.8% | 9.6% | ||
| Q2 25 | 14.8% | 9.8% | ||
| Q1 25 | 13.9% | 9.0% | ||
| Q4 24 | 14.3% | 9.5% | ||
| Q3 24 | 14.6% | 9.6% | ||
| Q2 24 | 15.2% | 9.7% |
净利率AXTAFN
| Q1 26 | 1.8% | — | ||
| Q4 25 | 4.8% | 9.9% | ||
| Q3 25 | 8.5% | 9.8% | ||
| Q2 25 | 8.4% | 9.6% | ||
| Q1 25 | 7.8% | 9.3% | ||
| Q4 24 | 10.5% | 10.4% | ||
| Q3 24 | 7.7% | 9.6% | ||
| Q2 24 | 8.3% | 10.8% |
每股收益（稀释后）AXTAFN
| Q1 26 | $0.42 | — | ||
| Q4 25 | $0.28 | $3.11 | ||
| Q3 25 | $0.51 | $2.66 | ||
| Q2 25 | $0.50 | $2.41 | ||
| Q1 25 | $0.45 | $2.25 | ||
| Q4 24 | $0.63 | $2.38 | ||
| Q3 24 | $0.46 | $2.13 | ||
| Q2 24 | $0.51 | $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 | $608.0M | $960.8M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $2.5B | $2.2B |
| 总资产 | $7.6B | $3.3B |
| 负债/权益比越低杠杆越低 | 1.27× | — |
8季度趋势，按日历期对齐
现金及短期投资AXTAFN
| Q1 26 | $608.0M | — | ||
| Q4 25 | $657.0M | $960.8M | ||
| Q3 25 | $606.0M | $968.8M | ||
| Q2 25 | $625.0M | $934.2M | ||
| Q1 25 | $575.0M | $950.7M | ||
| Q4 24 | $593.0M | $934.6M | ||
| Q3 24 | $567.0M | $908.9M | ||
| Q2 24 | $840.0M | $858.6M |
总债务AXTAFN
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | $3.5B | — | ||
| Q2 24 | $3.6B | — |
股东权益AXTAFN
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.3B | $2.2B | ||
| Q3 25 | $2.3B | $2.1B | ||
| Q2 25 | $2.3B | $2.0B | ||
| Q1 25 | $2.1B | $1.9B | ||
| Q4 24 | $1.9B | $1.8B | ||
| Q3 24 | $1.9B | $1.8B | ||
| Q2 24 | $1.8B | $1.7B |
总资产AXTAFN
| Q1 26 | $7.6B | — | ||
| Q4 25 | $7.6B | $3.3B | ||
| Q3 25 | $7.8B | $3.0B | ||
| Q2 25 | $7.8B | $2.8B | ||
| Q1 25 | $7.4B | $2.6B | ||
| Q4 24 | $7.2B | $2.5B | ||
| Q3 24 | $7.5B | $2.4B | ||
| Q2 24 | $7.3B | $2.3B |
负债/权益比AXTAFN
| Q1 26 | 1.27× | — | ||
| Q4 25 | 1.36× | — | ||
| Q3 25 | 1.48× | — | ||
| Q2 25 | 1.50× | — | ||
| Q1 25 | 1.64× | — | ||
| Q4 24 | 1.78× | — | ||
| Q3 24 | 1.84× | — | ||
| Q2 24 | 2.02× | — |
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 | $21.0M | $-5.3M |
| 自由现金流率自由现金流/营收 | 0.4% | -0.5% |
| 资本支出强度资本支出/营收 | — | 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 | $491.0M | $102.3M |
8季度趋势，按日历期对齐
经营现金流AXTAFN
| Q1 26 | — | — | ||
| Q4 25 | $344.0M | $46.3M | ||
| Q3 25 | $137.0M | $102.6M | ||
| Q2 25 | $142.0M | $55.1M | ||
| Q1 25 | $26.0M | $74.2M | ||
| Q4 24 | $234.0M | $115.9M | ||
| Q3 24 | $194.0M | $83.2M | ||
| Q2 24 | $114.0M | $83.1M |
自由现金流AXTAFN
| Q1 26 | $21.0M | — | ||
| Q4 25 | $286.0M | $-5.3M | ||
| Q3 25 | $87.0M | $57.3M | ||
| Q2 25 | $97.0M | $4.7M | ||
| Q1 25 | $-17.0M | $45.7M | ||
| Q4 24 | $172.0M | $94.0M | ||
| Q3 24 | $161.0M | $62.9M | ||
| Q2 24 | $91.0M | $70.4M |
自由现金流率AXTAFN
| Q1 26 | 0.4% | — | ||
| Q4 25 | 22.7% | -0.5% | ||
| Q3 25 | 6.8% | 5.9% | ||
| Q2 25 | 7.4% | 0.5% | ||
| Q1 25 | -1.3% | 5.2% | ||
| Q4 24 | 13.1% | 11.3% | ||
| Q3 24 | 12.2% | 7.8% | ||
| Q2 24 | 6.7% | 9.3% |
资本支出强度AXTAFN
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 4.6% | ||
| Q3 25 | 3.9% | 4.6% | ||
| Q2 25 | 3.4% | 5.5% | ||
| Q1 25 | 3.4% | 3.3% | ||
| Q4 24 | 4.7% | 2.6% | ||
| Q3 24 | 2.5% | 2.5% | ||
| Q2 24 | 1.7% | 1.7% |
现金转化率AXTAFN
| Q1 26 | — | — | ||
| Q4 25 | 5.73× | 0.41× | ||
| Q3 25 | 1.25× | 1.07× | ||
| Q2 25 | 1.30× | 0.63× | ||
| Q1 25 | 0.26× | 0.91× | ||
| Q4 24 | 1.71× | 1.34× | ||
| Q3 24 | 1.92× | 1.07× | ||
| Q2 24 | 1.02× | 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
AXTA
暂无分部数据
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
