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Concrete Pumping Holdings, Inc.（BBCP）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
Concrete Pumping Holdings, Inc.的季度营收约是IMPINJ INC的1.3倍（$98.9M vs $74.3M），IMPINJ INC净利率更高（11.2% vs 5.4%，领先5.8%），IMPINJ INC同比增速更快（-0.0% vs -3.2%），IMPINJ INC自由现金流更多（$2.2M vs $1.9M），过去两年Concrete Pumping Holdings, Inc.的营收复合增速更高（4.8% vs -14.9%）
Concrete Pumping Holdings, Inc.是领先的混凝土泵送服务及相关设备租赁供应商，主要面向美国和英国市场，业务覆盖基础设施建设、商业地产开发、住宅建造等核心建筑领域，为各类项目提供高效安全的混凝土输送解决方案。
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。
BBCP vs PI — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $98.9M | $74.3M |
| 净利润 | $5.3M | $8.3M |
| 毛利率 | 43.8% | 49.1% |
| 营业利润率 | 17.0% | 30.5% |
| 净利率 | 5.4% | 11.2% |
| 营收同比 | -3.2% | -0.0% |
| 净利润同比 | -43.6% | — |
| 每股收益（稀释后） | $0.09 | $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 | $98.9M | $92.8M | ||
| Q3 25 | $94.2M | $96.1M | ||
| Q2 25 | $85.2M | $97.9M | ||
| Q1 25 | $78.0M | $74.3M | ||
| Q4 24 | $102.1M | $91.6M | ||
| Q3 24 | $100.6M | $95.2M | ||
| Q2 24 | $98.7M | $102.5M |
| Q1 26 | — | $8.3M | ||
| Q4 25 | $5.3M | $-1.1M | ||
| Q3 25 | $3.7M | $-12.8M | ||
| Q2 25 | $-4.0K | $11.6M | ||
| Q1 25 | $-2.6M | $-8.5M | ||
| Q4 24 | $9.4M | $-2.7M | ||
| Q3 24 | $7.6M | $221.0K | ||
| Q2 24 | $3.0M | $10.0M |
| Q1 26 | — | 49.1% | ||
| Q4 25 | 43.8% | 51.8% | ||
| Q3 25 | 42.9% | 50.3% | ||
| Q2 25 | 42.5% | 57.8% | ||
| Q1 25 | 40.0% | 49.4% | ||
| Q4 24 | 45.3% | 50.5% | ||
| Q3 24 | 44.3% | 50.0% | ||
| Q2 24 | 42.3% | 56.1% |
| Q1 26 | — | 30.5% | ||
| Q4 25 | 17.0% | -2.9% | ||
| Q3 25 | 13.7% | 0.7% | ||
| Q2 25 | 9.7% | 11.1% | ||
| Q1 25 | 4.5% | -12.9% | ||
| Q4 24 | 18.8% | -3.9% | ||
| Q3 24 | 16.5% | -0.8% | ||
| Q2 24 | 12.2% | 8.8% |
| Q1 26 | — | 11.2% | ||
| Q4 25 | 5.4% | -1.2% | ||
| Q3 25 | 3.9% | -13.3% | ||
| Q2 25 | -0.0% | 11.8% | ||
| Q1 25 | -3.4% | -11.4% | ||
| Q4 24 | 9.2% | -2.9% | ||
| Q3 24 | 7.5% | 0.2% | ||
| Q2 24 | 3.1% | 9.7% |
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.09 | $-0.02 | ||
| Q3 25 | $0.07 | $-0.44 | ||
| Q2 25 | $-0.01 | $0.39 | ||
| Q1 25 | $-0.06 | $-0.30 | ||
| Q4 24 | $0.16 | $-0.06 | ||
| Q3 24 | $0.13 | $0.01 | ||
| Q2 24 | $0.05 | $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 | $44.4M | $131.8M |
| 总债务越低越好 | $417.9M | $241.5M |
| 股东权益账面价值 | $264.8M | — |
| 总资产 | $879.5M | $502.5M |
| 负债/权益比越低杠杆越低 | 1.58× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $131.8M | ||
| Q4 25 | $44.4M | $175.3M | ||
| Q3 25 | $41.0M | $190.1M | ||
| Q2 25 | $37.8M | $193.2M | ||
| Q1 25 | $85.1M | $147.9M | ||
| Q4 24 | $43.0M | $164.7M | ||
| Q3 24 | $26.3M | $170.3M | ||
| Q2 24 | $18.0M | $220.2M |
| Q1 26 | — | $241.5M | ||
| Q4 25 | $417.9M | $280.9M | ||
| Q3 25 | $417.6M | $280.4M | ||
| Q2 25 | $417.3M | — | ||
| Q1 25 | $417.1M | — | ||
| Q4 24 | $373.3M | $283.5M | ||
| Q3 24 | $372.9M | — | ||
| Q2 24 | $372.6M | — |
| Q1 26 | — | — | ||
| Q4 25 | $264.8M | $209.2M | ||
| Q3 25 | $261.3M | $195.0M | ||
| Q2 25 | $261.8M | $187.7M | ||
| Q1 25 | $260.7M | $160.6M | ||
| Q4 24 | $321.7M | $149.9M | ||
| Q3 24 | $314.7M | $136.1M | ||
| Q2 24 | $308.3M | $117.0M |
| Q1 26 | — | $502.5M | ||
| Q4 25 | $879.5M | $545.2M | ||
| Q3 25 | $886.0M | $516.5M | ||
| Q2 25 | $878.8M | $508.8M | ||
| Q1 25 | $912.9M | $479.8M | ||
| Q4 24 | $898.0M | $489.1M | ||
| Q3 24 | $890.8M | $476.4M | ||
| Q2 24 | $894.7M | $446.1M |
| Q1 26 | — | — | ||
| Q4 25 | 1.58× | 1.34× | ||
| Q3 25 | 1.60× | 1.44× | ||
| Q2 25 | 1.59× | — | ||
| Q1 25 | 1.60× | — | ||
| Q4 24 | 1.16× | 1.89× | ||
| Q3 24 | 1.19× | — | ||
| Q2 24 | 1.21× | — |
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 | $14.5M | — |
| 自由现金流经营现金流 - 资本支出 | $1.9M | $2.2M |
| 自由现金流率自由现金流/营收 | 1.9% | 3.0% |
| 资本支出强度资本支出/营收 | 12.7% | — |
| 现金转化率经营现金流/净利润 | 2.72× | — |
| 过去12个月自由现金流最近4个季度 | $17.5M | $61.1M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $14.5M | $15.1M | ||
| Q3 25 | $19.1M | $20.9M | ||
| Q2 25 | $24.7M | $33.9M | ||
| Q1 25 | $6.0M | $-11.1M | ||
| Q4 24 | $22.4M | $12.6M | ||
| Q3 24 | $35.0M | $10.1M | ||
| Q2 24 | $9.1M | $45.5M |
| Q1 26 | — | $2.2M | ||
| Q4 25 | $1.9M | $13.6M | ||
| Q3 25 | $4.3M | $18.0M | ||
| Q2 25 | $11.1M | $27.3M | ||
| Q1 25 | $191.0K | $-13.0M | ||
| Q4 24 | $16.1M | $8.5M | ||
| Q3 24 | $26.4M | $4.7M | ||
| Q2 24 | $-1.9M | $44.1M |
| Q1 26 | — | 3.0% | ||
| Q4 25 | 1.9% | 14.7% | ||
| Q3 25 | 4.6% | 18.7% | ||
| Q2 25 | 13.0% | 27.9% | ||
| Q1 25 | 0.2% | -17.5% | ||
| Q4 24 | 15.8% | 9.3% | ||
| Q3 24 | 26.2% | 4.9% | ||
| Q2 24 | -1.9% | 43.0% |
| Q1 26 | — | — | ||
| Q4 25 | 12.7% | 1.6% | ||
| Q3 25 | 15.7% | 3.1% | ||
| Q2 25 | 16.0% | 6.7% | ||
| Q1 25 | 7.5% | 2.5% | ||
| Q4 24 | 6.2% | 4.5% | ||
| Q3 24 | 8.6% | 5.7% | ||
| Q2 24 | 11.2% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.72× | — | ||
| Q3 25 | 5.16× | — | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.38× | — | ||
| Q3 24 | 4.63× | 45.56× | ||
| Q2 24 | 3.00× | 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
BBCP
| US Concrete Pumping | $72.2M | 73% |
| US Concrete Waste Management Services | $21.3M | 22% |
| Other | $5.4M | 5% |
PI
暂无分部数据
