vs
Business First Bancshares, Inc.（BFST）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
Business First Bancshares, Inc.的季度营收约是IMPINJ INC的1.1倍（$83.1M vs $74.3M），Business First Bancshares, Inc.同比增速更快（7.1% vs -0.0%），Business First Bancshares, Inc.自由现金流更多（$92.0M vs $2.2M），过去两年Business First Bancshares, Inc.的营收复合增速更高（16.8% vs -14.9%）
第一公民银行股份公司是一家银行控股公司，总部位于美国北卡罗来纳州罗利，是美国规模最大的银行机构之一。公司核心子公司第一公民银行在全美23个州经营着超过500家网点，另一子公司硅谷银行则在15个州设有39家办事处。
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。
BFST vs PI — 直观对比
营收规模更大
BFST
是对方的1.1倍
$74.3M
营收增速更快
BFST
高出7.1%
-0.0%
自由现金流更多
BFST
多$89.8M
$2.2M
两年增速更快
BFST
近两年复合增速
-14.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $83.1M | $74.3M |
| 净利润 | — | $8.3M |
| 毛利率 | — | 49.1% |
| 营业利润率 | 33.2% | 30.5% |
| 净利率 | — | 11.2% |
| 营收同比 | 7.1% | -0.0% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.71 | $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BFSTPI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $83.1M | $92.8M | ||
| Q3 25 | $80.9M | $96.1M | ||
| Q2 25 | $81.5M | $97.9M | ||
| Q1 25 | $79.2M | $74.3M | ||
| Q4 24 | $77.6M | $91.6M | ||
| Q3 24 | $66.9M | $95.2M | ||
| Q2 24 | $66.2M | $102.5M |
净利润BFSTPI
| Q1 26 | — | $8.3M | ||
| Q4 25 | — | $-1.1M | ||
| Q3 25 | $22.9M | $-12.8M | ||
| Q2 25 | $22.1M | $11.6M | ||
| Q1 25 | $20.5M | $-8.5M | ||
| Q4 24 | — | $-2.7M | ||
| Q3 24 | $17.8M | $221.0K | ||
| Q2 24 | $17.2M | $10.0M |
毛利率BFSTPI
| 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BFSTPI
| Q1 26 | — | 30.5% | ||
| Q4 25 | 33.2% | -2.9% | ||
| Q3 25 | 35.7% | 0.7% | ||
| Q2 25 | 34.4% | 11.1% | ||
| Q1 25 | 32.6% | -12.9% | ||
| Q4 24 | 27.5% | -3.9% | ||
| Q3 24 | 34.0% | -0.8% | ||
| Q2 24 | 32.9% | 8.8% |
净利率BFSTPI
| Q1 26 | — | 11.2% | ||
| Q4 25 | — | -1.2% | ||
| Q3 25 | 28.2% | -13.3% | ||
| Q2 25 | 27.1% | 11.8% | ||
| Q1 25 | 25.9% | -11.4% | ||
| Q4 24 | — | -2.9% | ||
| Q3 24 | 26.7% | 0.2% | ||
| Q2 24 | 26.0% | 9.7% |
每股收益（稀释后）BFSTPI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.71 | $-0.02 | ||
| Q3 25 | $0.73 | $-0.44 | ||
| Q2 25 | $0.70 | $0.39 | ||
| Q1 25 | $0.65 | $-0.30 | ||
| Q4 24 | $0.51 | $-0.06 | ||
| Q3 24 | $0.65 | $0.01 | ||
| Q2 24 | $0.62 | $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 | $411.2M | $131.8M |
| 总债务越低越好 | — | $241.5M |
| 股东权益账面价值 | $896.9M | — |
| 总资产 | $8.2B | $502.5M |
| 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BFSTPI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $411.2M | $175.3M | ||
| Q3 25 | $399.1M | $190.1M | ||
| Q2 25 | $495.8M | $193.2M | ||
| Q1 25 | $312.9M | $147.9M | ||
| Q4 24 | $319.1M | $164.7M | ||
| Q3 24 | $213.2M | $170.3M | ||
| Q2 24 | $208.1M | $220.2M |
总债务BFSTPI
| Q1 26 | — | $241.5M | ||
| Q4 25 | — | $280.9M | ||
| Q3 25 | — | $280.4M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $283.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BFSTPI
| Q1 26 | — | — | ||
| Q4 25 | $896.9M | $209.2M | ||
| Q3 25 | $878.4M | $195.0M | ||
| Q2 25 | $848.4M | $187.7M | ||
| Q1 25 | $826.3M | $160.6M | ||
| Q4 24 | $799.5M | $149.9M | ||
| Q3 24 | $699.5M | $136.1M | ||
| Q2 24 | $664.5M | $117.0M |
总资产BFSTPI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $8.2B | $545.2M | ||
| Q3 25 | $8.0B | $516.5M | ||
| Q2 25 | $7.9B | $508.8M | ||
| Q1 25 | $7.8B | $479.8M | ||
| Q4 24 | $7.9B | $489.1M | ||
| Q3 24 | $6.9B | $476.4M | ||
| Q2 24 | $6.7B | $446.1M |
负债/权益比BFSTPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.89× | ||
| 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 | $92.1M | — |
| 自由现金流经营现金流 - 资本支出 | $92.0M | $2.2M |
| 自由现金流率自由现金流/营收 | 110.7% | 3.0% |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 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 | $165.6M | $61.1M |
8季度趋势，按日历期对齐
经营现金流BFSTPI
| Q1 26 | — | — | ||
| Q4 25 | $92.1M | $15.1M | ||
| Q3 25 | $32.4M | $20.9M | ||
| Q2 25 | $14.0M | $33.9M | ||
| Q1 25 | $28.7M | $-11.1M | ||
| Q4 24 | $61.4M | $12.6M | ||
| Q3 24 | $21.4M | $10.1M | ||
| Q2 24 | $15.1M | $45.5M |
自由现金流BFSTPI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $92.0M | $13.6M | ||
| Q3 25 | $32.1M | $18.0M | ||
| Q2 25 | $13.8M | $27.3M | ||
| Q1 25 | $27.7M | $-13.0M | ||
| Q4 24 | $59.8M | $8.5M | ||
| Q3 24 | $21.0M | $4.7M | ||
| Q2 24 | $14.0M | $44.1M |
自由现金流率BFSTPI
| Q1 26 | — | 3.0% | ||
| Q4 25 | 110.7% | 14.7% | ||
| Q3 25 | 39.6% | 18.7% | ||
| Q2 25 | 16.9% | 27.9% | ||
| Q1 25 | 34.9% | -17.5% | ||
| Q4 24 | 77.1% | 9.3% | ||
| Q3 24 | 31.4% | 4.9% | ||
| Q2 24 | 21.2% | 43.0% |
资本支出强度BFSTPI
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 1.6% | ||
| Q3 25 | 0.4% | 3.1% | ||
| Q2 25 | 0.3% | 6.7% | ||
| Q1 25 | 1.3% | 2.5% | ||
| Q4 24 | 2.0% | 4.5% | ||
| Q3 24 | 0.6% | 5.7% | ||
| Q2 24 | 1.6% | 1.3% |
现金转化率BFSTPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.42× | — | ||
| Q2 25 | 0.63× | 2.93× | ||
| Q1 25 | 1.40× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.20× | 45.56× | ||
| Q2 24 | 0.88× | 4.56× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
