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BRUNSWICK CORP(BC)与Fabrinet(FN)财务数据对比。点击上方公司名可切换其他公司
BRUNSWICK CORP的季度营收约是Fabrinet的1.2倍($1.4B vs $1.1B),Fabrinet净利率更高(9.9% vs 1.5%,领先8.4%),Fabrinet同比增速更快(35.9% vs 17.3%),Fabrinet自由现金流更多($-5.3M vs $-116.8M),过去两年Fabrinet的营收复合增速更高(24.4% vs -2.3%)
美国Brunswick公司创立于1845年,专注于多品类产品的研发、生产与营销,旗下拥有知名海事品牌水星海事(Mercury Marine)等多个品牌。目前集团在24个国家拥有超1.3万名员工,2024年销售额达52亿美元,全球总部位于伊利诺伊州芝加哥北郊的梅塔瓦。
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。
BC vs FN — 直观对比
营收规模更大
BC
是对方的1.2倍
$1.1B
营收增速更快
FN
高出18.6%
17.3%
净利率更高
FN
高出8.4%
1.5%
自由现金流更多
FN
多$111.5M
$-116.8M
两年增速更快
FN
近两年复合增速
-2.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $1.1B |
| 净利润 | $21.0M | $112.6M |
| 毛利率 | 24.9% | 12.2% |
| 营业利润率 | 3.6% | 10.1% |
| 净利率 | 1.5% | 9.9% |
| 营收同比 | 17.3% | 35.9% |
| 净利润同比 | — | 30.0% |
| 每股收益(稀释后) | $0.32 | $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
BC
FN
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $1.4B | $978.1M | ||
| Q2 25 | $1.4B | $909.7M | ||
| Q1 25 | $1.2B | $871.8M | ||
| Q4 24 | $1.2B | $833.6M | ||
| Q3 24 | $1.3B | $804.2M | ||
| Q2 24 | $1.4B | $753.3M |
净利润
BC
FN
| Q1 26 | $21.0M | — | ||
| Q4 25 | $18.7M | $112.6M | ||
| Q3 25 | $-235.5M | $95.9M | ||
| Q2 25 | $59.3M | $87.2M | ||
| Q1 25 | $20.2M | $81.3M | ||
| Q4 24 | $-82.5M | $86.6M | ||
| Q3 24 | $44.6M | $77.4M | ||
| Q2 24 | $100.0M | $81.1M |
毛利率
BC
FN
| Q1 26 | 24.9% | — | ||
| Q4 25 | 23.1% | 12.2% | ||
| Q3 25 | 25.8% | 11.9% | ||
| Q2 25 | 25.5% | 12.2% | ||
| Q1 25 | 24.9% | 11.7% | ||
| Q4 24 | 21.9% | 12.1% | ||
| Q3 24 | 26.2% | 12.3% | ||
| Q2 24 | 27.1% | 12.3% |
营业利润率
BC
FN
| Q1 26 | 3.6% | — | ||
| Q4 25 | 3.1% | 10.1% | ||
| Q3 25 | -17.8% | 9.6% | ||
| Q2 25 | 7.1% | 9.8% | ||
| Q1 25 | 4.6% | 9.0% | ||
| Q4 24 | -4.8% | 9.5% | ||
| Q3 24 | 7.7% | 9.6% | ||
| Q2 24 | 11.0% | 9.7% |
净利率
BC
FN
| Q1 26 | 1.5% | — | ||
| Q4 25 | 1.4% | 9.9% | ||
| Q3 25 | -17.3% | 9.8% | ||
| Q2 25 | 4.1% | 9.6% | ||
| Q1 25 | 1.7% | 9.3% | ||
| Q4 24 | -7.1% | 10.4% | ||
| Q3 24 | 3.5% | 9.6% | ||
| Q2 24 | 6.9% | 10.8% |
每股收益(稀释后)
BC
FN
| Q1 26 | $0.32 | — | ||
| Q4 25 | $0.32 | $3.11 | ||
| Q3 25 | $-3.59 | $2.66 | ||
| Q2 25 | $0.89 | $2.41 | ||
| Q1 25 | $0.30 | $2.25 | ||
| Q4 24 | $-1.21 | $2.38 | ||
| Q3 24 | $0.67 | $2.13 | ||
| Q2 24 | $1.48 | $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 | $277.8M | $960.8M |
| 总债务越低越好 | $490.2M | — |
| 股东权益账面价值 | $1.6B | $2.2B |
| 总资产 | $5.5B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.31× | — |
8季度趋势,按日历期对齐
现金及短期投资
BC
FN
| Q1 26 | $277.8M | — | ||
| Q4 25 | $256.8M | $960.8M | ||
| Q3 25 | $297.7M | $968.8M | ||
| Q2 25 | $315.7M | $934.2M | ||
| Q1 25 | $286.7M | $950.7M | ||
| Q4 24 | $269.0M | $934.6M | ||
| Q3 24 | $284.1M | $908.9M | ||
| Q2 24 | $494.5M | $858.6M |
总债务
BC
FN
| Q1 26 | $490.2M | — | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
BC
FN
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $2.2B | ||
| Q3 25 | $1.6B | $2.1B | ||
| Q2 25 | $1.9B | $2.0B | ||
| Q1 25 | $1.9B | $1.9B | ||
| Q4 24 | $1.9B | $1.8B | ||
| Q3 24 | $2.0B | $1.8B | ||
| Q2 24 | $2.0B | $1.7B |
总资产
BC
FN
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.3B | $3.3B | ||
| Q3 25 | $5.4B | $3.0B | ||
| Q2 25 | $5.8B | $2.8B | ||
| Q1 25 | $5.9B | $2.6B | ||
| Q4 24 | $5.7B | $2.5B | ||
| Q3 24 | $6.0B | $2.4B | ||
| Q2 24 | $6.4B | $2.3B |
负债/权益比
BC
FN
| Q1 26 | 0.31× | — | ||
| Q4 25 | 1.30× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.25× | — | ||
| 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 | — | $46.3M |
| 自由现金流经营现金流 - 资本支出 | $-116.8M | $-5.3M |
| 自由现金流率自由现金流/营收 | -8.5% | -0.5% |
| 资本支出强度资本支出/营收 | 4.2% | 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 | $344.6M | $102.3M |
8季度趋势,按日历期对齐
经营现金流
BC
FN
| Q1 26 | — | — | ||
| Q4 25 | $132.9M | $46.3M | ||
| Q3 25 | $140.4M | $102.6M | ||
| Q2 25 | $316.2M | $55.1M | ||
| Q1 25 | $-27.4M | $74.2M | ||
| Q4 24 | $306.4M | $115.9M | ||
| Q3 24 | $67.4M | $83.2M | ||
| Q2 24 | $211.0M | $83.1M |
自由现金流
BC
FN
| Q1 26 | $-116.8M | — | ||
| Q4 25 | $83.6M | $-5.3M | ||
| Q3 25 | $106.5M | $57.3M | ||
| Q2 25 | $271.3M | $4.7M | ||
| Q1 25 | $-65.1M | $45.7M | ||
| Q4 24 | $276.1M | $94.0M | ||
| Q3 24 | $31.4M | $62.9M | ||
| Q2 24 | $163.9M | $70.4M |
自由现金流率
BC
FN
| Q1 26 | -8.5% | — | ||
| Q4 25 | 6.3% | -0.5% | ||
| Q3 25 | 7.8% | 5.9% | ||
| Q2 25 | 18.7% | 0.5% | ||
| Q1 25 | -5.3% | 5.2% | ||
| Q4 24 | 23.9% | 11.3% | ||
| Q3 24 | 2.5% | 7.8% | ||
| Q2 24 | 11.4% | 9.3% |
资本支出强度
BC
FN
| Q1 26 | 4.2% | — | ||
| Q4 25 | 3.7% | 4.6% | ||
| Q3 25 | 2.5% | 4.6% | ||
| Q2 25 | 3.1% | 5.5% | ||
| Q1 25 | 3.1% | 3.3% | ||
| Q4 24 | 2.6% | 2.6% | ||
| Q3 24 | 2.8% | 2.5% | ||
| Q2 24 | 3.3% | 1.7% |
现金转化率
BC
FN
| Q1 26 | — | — | ||
| Q4 25 | 7.11× | 0.41× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | 5.33× | 0.63× | ||
| Q1 25 | -1.36× | 0.91× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | 1.51× | 1.07× | ||
| Q2 24 | 2.11× | 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
BC
暂无分部数据
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |