vs
Bowman Consulting Group Ltd.（BWMN）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
Bowman Consulting Group Ltd.的季度营收约是IMPINJ INC的1.7倍（$129.0M vs $74.3M），IMPINJ INC净利率更高（11.2% vs 1.5%，领先9.7%），Bowman Consulting Group Ltd.同比增速更快（13.9% vs -0.0%），Bowman Consulting Group Ltd.自由现金流更多（$8.1M vs $2.2M），过去两年Bowman Consulting Group Ltd.的营收复合增速更高（16.6% vs -14.9%）
SLR咨询是一家私有的国际可持续发展咨询企业，在欧洲、北美洲、南美洲、大洋洲及非洲均设有办事处。公司以「推动可持续发展落地」为宗旨，凭借遍布全球的专业顾问与技术团队，携手客户共同应对全球最复杂的各类可持续发展挑战。
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。
BWMN vs PI — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $129.0M | $74.3M |
| 净利润 | $2.0M | $8.3M |
| 毛利率 | 55.0% | 49.1% |
| 营业利润率 | 3.2% | 30.5% |
| 净利率 | 1.5% | 11.2% |
| 营收同比 | 13.9% | -0.0% |
| 净利润同比 | -66.7% | — |
| 每股收益（稀释后） | $0.13 | $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 | $129.0M | $92.8M | ||
| Q3 25 | $126.0M | $96.1M | ||
| Q2 25 | $122.1M | $97.9M | ||
| Q1 25 | $112.9M | $74.3M | ||
| Q4 24 | $113.2M | $91.6M | ||
| Q3 24 | $113.9M | $95.2M | ||
| Q2 24 | $104.5M | $102.5M |
| Q1 26 | — | $8.3M | ||
| Q4 25 | $2.0M | $-1.1M | ||
| Q3 25 | $6.6M | $-12.8M | ||
| Q2 25 | $6.0M | $11.6M | ||
| Q1 25 | $-1.7M | $-8.5M | ||
| Q4 24 | $5.9M | $-2.7M | ||
| Q3 24 | $771.0K | $221.0K | ||
| Q2 24 | $-2.1M | $10.0M |
| Q1 26 | — | 49.1% | ||
| Q4 25 | 55.0% | 51.8% | ||
| Q3 25 | 53.1% | 50.3% | ||
| Q2 25 | 53.7% | 57.8% | ||
| Q1 25 | 51.4% | 49.4% | ||
| Q4 24 | 53.2% | 50.5% | ||
| Q3 24 | 52.4% | 50.0% | ||
| Q2 24 | 52.5% | 56.1% |
| Q1 26 | — | 30.5% | ||
| Q4 25 | 3.2% | -2.9% | ||
| Q3 25 | 4.2% | 0.7% | ||
| Q2 25 | 7.4% | 11.1% | ||
| Q1 25 | 1.0% | -12.9% | ||
| Q4 24 | 1.2% | -3.9% | ||
| Q3 24 | 0.4% | -0.8% | ||
| Q2 24 | -1.2% | 8.8% |
| Q1 26 | — | 11.2% | ||
| Q4 25 | 1.5% | -1.2% | ||
| Q3 25 | 5.3% | -13.3% | ||
| Q2 25 | 4.9% | 11.8% | ||
| Q1 25 | -1.5% | -11.4% | ||
| Q4 24 | 5.2% | -2.9% | ||
| Q3 24 | 0.7% | 0.2% | ||
| Q2 24 | -2.0% | 9.7% |
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.13 | $-0.02 | ||
| Q3 25 | $0.37 | $-0.44 | ||
| Q2 25 | $0.34 | $0.39 | ||
| Q1 25 | $-0.11 | $-0.30 | ||
| Q4 24 | $0.37 | $-0.06 | ||
| Q3 24 | $0.04 | $0.01 | ||
| Q2 24 | $-0.13 | $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 | $11.1M | $131.8M |
| 总债务越低越好 | $57.6M | $241.5M |
| 股东权益账面价值 | $261.1M | — |
| 总资产 | $579.7M | $502.5M |
| 负债/权益比越低杠杆越低 | 0.22× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $131.8M | ||
| Q4 25 | $11.1M | $175.3M | ||
| Q3 25 | $16.2M | $190.1M | ||
| Q2 25 | $15.5M | $193.2M | ||
| Q1 25 | $10.7M | $147.9M | ||
| Q4 24 | $6.7M | $164.7M | ||
| Q3 24 | $11.7M | $170.3M | ||
| Q2 24 | $23.1M | $220.2M |
| Q1 26 | — | $241.5M | ||
| Q4 25 | $57.6M | $280.9M | ||
| Q3 25 | $29.8M | $280.4M | ||
| Q2 25 | $32.0M | — | ||
| Q1 25 | $36.4M | — | ||
| Q4 24 | $38.1M | $283.5M | ||
| Q3 24 | $36.4M | — | ||
| Q2 24 | $38.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | $261.1M | $209.2M | ||
| Q3 25 | $261.8M | $195.0M | ||
| Q2 25 | $249.6M | $187.7M | ||
| Q1 25 | $244.1M | $160.6M | ||
| Q4 24 | $246.1M | $149.9M | ||
| Q3 24 | $243.2M | $136.1M | ||
| Q2 24 | $235.6M | $117.0M |
| Q1 26 | — | $502.5M | ||
| Q4 25 | $579.7M | $545.2M | ||
| Q3 25 | $510.2M | $516.5M | ||
| Q2 25 | $538.2M | $508.8M | ||
| Q1 25 | $528.7M | $479.8M | ||
| Q4 24 | $505.9M | $489.1M | ||
| Q3 24 | $497.0M | $476.4M | ||
| Q2 24 | $463.4M | $446.1M |
| Q1 26 | — | — | ||
| Q4 25 | 0.22× | 1.34× | ||
| Q3 25 | 0.11× | 1.44× | ||
| Q2 25 | 0.13× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | 1.89× | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.16× | — |
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 | $9.4M | — |
| 自由现金流经营现金流 - 资本支出 | $8.1M | $2.2M |
| 自由现金流率自由现金流/营收 | 6.3% | 3.0% |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 4.76× | — |
| 过去12个月自由现金流最近4个季度 | $33.4M | $61.1M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $9.4M | $15.1M | ||
| Q3 25 | $10.2M | $20.9M | ||
| Q2 25 | $4.3M | $33.9M | ||
| Q1 25 | $12.0M | $-11.1M | ||
| Q4 24 | $11.9M | $12.6M | ||
| Q3 24 | $6.8M | $10.1M | ||
| Q2 24 | $3.1M | $45.5M |
| Q1 26 | — | $2.2M | ||
| Q4 25 | $8.1M | $13.6M | ||
| Q3 25 | $10.1M | $18.0M | ||
| Q2 25 | $4.2M | $27.3M | ||
| Q1 25 | $11.0M | $-13.0M | ||
| Q4 24 | $11.7M | $8.5M | ||
| Q3 24 | $6.6M | $4.7M | ||
| Q2 24 | $2.7M | $44.1M |
| Q1 26 | — | 3.0% | ||
| Q4 25 | 6.3% | 14.7% | ||
| Q3 25 | 8.0% | 18.7% | ||
| Q2 25 | 3.4% | 27.9% | ||
| Q1 25 | 9.7% | -17.5% | ||
| Q4 24 | 10.4% | 9.3% | ||
| Q3 24 | 5.8% | 4.9% | ||
| Q2 24 | 2.6% | 43.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 1.6% | ||
| Q3 25 | 0.0% | 3.1% | ||
| Q2 25 | 0.1% | 6.7% | ||
| Q1 25 | 0.9% | 2.5% | ||
| Q4 24 | 0.2% | 4.5% | ||
| Q3 24 | 0.2% | 5.7% | ||
| Q2 24 | 0.3% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 4.76× | — | ||
| Q3 25 | 1.54× | — | ||
| Q2 25 | 0.71× | 2.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.02× | — | ||
| Q3 24 | 8.81× | 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
