vs
BillionToOne, Inc.（BLLN）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
BillionToOne, Inc.的季度营收约是IMPINJ INC的1.1倍（$83.5M vs $74.3M），IMPINJ INC净利率更高（11.2% vs 6.8%，领先4.4%），BillionToOne, Inc.同比增速更快（117.4% vs -0.0%），BillionToOne, Inc.自由现金流更多（$6.5M vs $2.2M）
BillionToOne, Inc.是一家生命科学与分子诊断企业，专注研发高精度基因检测解决方案，核心产品包括无创产前检测、肿瘤诊断试剂及罕见病筛查服务，服务全球多地的医疗机构、患者及科研合作方。
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。
BLLN vs PI — 直观对比
营收规模更大
BLLN
是对方的1.1倍
$74.3M
营收增速更快
BLLN
高出117.4%
-0.0%
净利率更高
PI
高出4.4%
6.8%
自由现金流更多
BLLN
多$4.2M
$2.2M
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $83.5M | $74.3M |
| 净利润 | $5.7M | $8.3M |
| 毛利率 | 69.9% | 49.1% |
| 营业利润率 | 11.5% | 30.5% |
| 净利率 | 6.8% | 11.2% |
| 营收同比 | 117.4% | -0.0% |
| 净利润同比 | 138.3% | — |
| 每股收益（稀释后） | $0.10 | $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BLLNPI
| Q1 26 | — | $74.3M | ||
| Q4 25 | — | $92.8M | ||
| Q3 25 | $83.5M | $96.1M | ||
| Q2 25 | — | $97.9M | ||
| Q1 25 | — | $74.3M | ||
| Q4 24 | $45.1M | $91.6M | ||
| Q3 24 | $38.4M | $95.2M | ||
| Q2 24 | — | $102.5M |
净利润BLLNPI
| Q1 26 | — | $8.3M | ||
| Q4 25 | — | $-1.1M | ||
| Q3 25 | $5.7M | $-12.8M | ||
| Q2 25 | — | $11.6M | ||
| Q1 25 | — | $-8.5M | ||
| Q4 24 | $-11.5M | $-2.7M | ||
| Q3 24 | $-14.9M | $221.0K | ||
| Q2 24 | — | $10.0M |
毛利率BLLNPI
| Q1 26 | — | 49.1% | ||
| Q4 25 | — | 51.8% | ||
| Q3 25 | 69.9% | 50.3% | ||
| Q2 25 | — | 57.8% | ||
| Q1 25 | — | 49.4% | ||
| Q4 24 | 57.1% | 50.5% | ||
| Q3 24 | 52.6% | 50.0% | ||
| Q2 24 | — | 56.1% |
营业利润率BLLNPI
| Q1 26 | — | 30.5% | ||
| Q4 25 | — | -2.9% | ||
| Q3 25 | 11.5% | 0.7% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | — | -12.9% | ||
| Q4 24 | 17.0% | -3.9% | ||
| Q3 24 | -32.9% | -0.8% | ||
| Q2 24 | — | 8.8% |
净利率BLLNPI
| Q1 26 | — | 11.2% | ||
| Q4 25 | — | -1.2% | ||
| Q3 25 | 6.8% | -13.3% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | -11.4% | ||
| Q4 24 | -25.5% | -2.9% | ||
| Q3 24 | -38.8% | 0.2% | ||
| Q2 24 | — | 9.7% |
每股收益（稀释后）BLLNPI
| Q1 26 | — | $0.14 | ||
| Q4 25 | — | $-0.02 | ||
| Q3 25 | $0.10 | $-0.44 | ||
| Q2 25 | — | $0.39 | ||
| Q1 25 | — | $-0.30 | ||
| Q4 24 | $-1.13 | $-0.06 | ||
| Q3 24 | $-1.47 | $0.01 | ||
| Q2 24 | — | $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 | $195.2M | $131.8M |
| 总债务越低越好 | $55.0M | $241.5M |
| 股东权益账面价值 | $-239.5M | — |
| 总资产 | $327.5M | $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BLLNPI
| Q1 26 | — | $131.8M | ||
| Q4 25 | — | $175.3M | ||
| Q3 25 | $195.2M | $190.1M | ||
| Q2 25 | — | $193.2M | ||
| Q1 25 | — | $147.9M | ||
| Q4 24 | $191.5M | $164.7M | ||
| Q3 24 | — | $170.3M | ||
| Q2 24 | — | $220.2M |
总债务BLLNPI
| Q1 26 | — | $241.5M | ||
| Q4 25 | — | $280.9M | ||
| Q3 25 | $55.0M | $280.4M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $51.5M | $283.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BLLNPI
| Q1 26 | — | — | ||
| Q4 25 | — | $209.2M | ||
| Q3 25 | $-239.5M | $195.0M | ||
| Q2 25 | — | $187.7M | ||
| Q1 25 | — | $160.6M | ||
| Q4 24 | $-251.7M | $149.9M | ||
| Q3 24 | $-242.9M | $136.1M | ||
| Q2 24 | — | $117.0M |
总资产BLLNPI
| Q1 26 | — | $502.5M | ||
| Q4 25 | — | $545.2M | ||
| Q3 25 | $327.5M | $516.5M | ||
| Q2 25 | — | $508.8M | ||
| Q1 25 | — | $479.8M | ||
| Q4 24 | $302.1M | $489.1M | ||
| Q3 24 | — | $476.4M | ||
| Q2 24 | — | $446.1M |
负债/权益比BLLNPI
| 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 | $13.8M | — |
| 自由现金流经营现金流 - 资本支出 | $6.5M | $2.2M |
| 自由现金流率自由现金流/营收 | 7.7% | 3.0% |
| 资本支出强度资本支出/营收 | 8.8% | — |
| 现金转化率经营现金流/净利润 | 2.42× | — |
| 过去12个月自由现金流最近4个季度 | — | $61.1M |
8季度趋势，按日历期对齐
经营现金流BLLNPI
| Q1 26 | — | — | ||
| Q4 25 | — | $15.1M | ||
| Q3 25 | $13.8M | $20.9M | ||
| Q2 25 | — | $33.9M | ||
| Q1 25 | — | $-11.1M | ||
| Q4 24 | — | $12.6M | ||
| Q3 24 | — | $10.1M | ||
| Q2 24 | — | $45.5M |
自由现金流BLLNPI
| Q1 26 | — | $2.2M | ||
| Q4 25 | — | $13.6M | ||
| Q3 25 | $6.5M | $18.0M | ||
| Q2 25 | — | $27.3M | ||
| Q1 25 | — | $-13.0M | ||
| Q4 24 | — | $8.5M | ||
| Q3 24 | — | $4.7M | ||
| Q2 24 | — | $44.1M |
自由现金流率BLLNPI
| Q1 26 | — | 3.0% | ||
| Q4 25 | — | 14.7% | ||
| Q3 25 | 7.7% | 18.7% | ||
| Q2 25 | — | 27.9% | ||
| Q1 25 | — | -17.5% | ||
| Q4 24 | — | 9.3% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 43.0% |
资本支出强度BLLNPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | 8.8% | 3.1% | ||
| Q2 25 | — | 6.7% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | 4.5% | ||
| Q3 24 | — | 5.7% | ||
| Q2 24 | — | 1.3% |
现金转化率BLLNPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.42× | — | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 45.56× | ||
| Q2 24 | — | 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
BLLN
| Prenatal | $74.1M | 89% |
| Oncology | $8.7M | 10% |
PI
暂无分部数据
