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BuzzFeed, Inc.（BZFD）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
IMPINJ INC的季度营收约是BuzzFeed, Inc.的1.3倍（$74.3M vs $56.5M），IMPINJ INC净利率更高（11.2% vs -47.4%，领先58.6%），BuzzFeed, Inc.同比增速更快（0.6% vs -0.0%），IMPINJ INC自由现金流更多（$2.2M vs $-12.0M），过去两年BuzzFeed, Inc.的营收复合增速更高（23.6% vs -14.9%）
BuzzFeed Inc.是总部位于美国纽约的互联网数字媒体公司，主营新闻与娱乐内容业务，由乔纳·佩雷蒂与约翰·约翰逊三世于2006年创立，最初以追踪 viral 热门传播内容为核心方向，原赫芬顿邮报联合创始人肯尼思·勒勒作为联合创始投资人，现担任公司执行董事长。
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。
BZFD vs PI — 直观对比
营收规模更大
PI
是对方的1.3倍
$56.5M
营收增速更快
BZFD
高出0.6%
-0.0%
净利率更高
PI
高出58.6%
-47.4%
自由现金流更多
PI
多$14.2M
$-12.0M
两年增速更快
BZFD
近两年复合增速
-14.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $56.5M | $74.3M |
| 净利润 | $-26.8M | $8.3M |
| 毛利率 | — | 49.1% |
| 营业利润率 | -43.7% | 30.5% |
| 净利率 | -47.4% | 11.2% |
| 营收同比 | 0.6% | -0.0% |
| 净利润同比 | -186.4% | — |
| 每股收益（稀释后） | $-0.72 | $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BZFDPI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $56.5M | $92.8M | ||
| Q3 25 | $46.3M | $96.1M | ||
| Q2 25 | $46.4M | $97.9M | ||
| Q1 25 | $36.0M | $74.3M | ||
| Q4 24 | $56.2M | $91.6M | ||
| Q3 24 | $55.6M | $95.2M | ||
| Q2 24 | $41.1M | $102.5M |
净利润BZFDPI
| Q1 26 | — | $8.3M | ||
| Q4 25 | $-26.8M | $-1.1M | ||
| Q3 25 | $-7.4M | $-12.8M | ||
| Q2 25 | $-10.8M | $11.6M | ||
| Q1 25 | $-12.7M | $-8.5M | ||
| Q4 24 | $31.0M | $-2.7M | ||
| Q3 24 | $2.1M | $221.0K | ||
| Q2 24 | $-7.5M | $10.0M |
毛利率BZFDPI
| 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BZFDPI
| Q1 26 | — | 30.5% | ||
| Q4 25 | -43.7% | -2.9% | ||
| Q3 25 | -12.9% | 0.7% | ||
| Q2 25 | -7.5% | 11.1% | ||
| Q1 25 | -38.1% | -12.9% | ||
| Q4 24 | 7.0% | -3.9% | ||
| Q3 24 | 2.8% | -0.8% | ||
| Q2 24 | -13.6% | 8.8% |
净利率BZFDPI
| Q1 26 | — | 11.2% | ||
| Q4 25 | -47.4% | -1.2% | ||
| Q3 25 | -16.1% | -13.3% | ||
| Q2 25 | -23.3% | 11.8% | ||
| Q1 25 | -35.2% | -11.4% | ||
| Q4 24 | 55.2% | -2.9% | ||
| Q3 24 | 3.8% | 0.2% | ||
| Q2 24 | -18.2% | 9.7% |
每股收益（稀释后）BZFDPI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $-0.72 | $-0.02 | ||
| Q3 25 | $-0.20 | $-0.44 | ||
| Q2 25 | $-0.28 | $0.39 | ||
| Q1 25 | $-0.33 | $-0.30 | ||
| Q4 24 | $0.86 | $-0.06 | ||
| Q3 24 | $0.05 | $0.01 | ||
| Q2 24 | $-0.20 | $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 | $8.5M | $131.8M |
| 总债务越低越好 | — | $241.5M |
| 股东权益账面价值 | $49.4M | — |
| 总资产 | $188.1M | $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BZFDPI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $8.5M | $175.3M | ||
| Q3 25 | $34.3M | $190.1M | ||
| Q2 25 | $29.7M | $193.2M | ||
| Q1 25 | $34.3M | $147.9M | ||
| Q4 24 | $22.4M | $164.7M | ||
| Q3 24 | $53.7M | $170.3M | ||
| Q2 24 | $45.5M | $220.2M |
总债务BZFDPI
| 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BZFDPI
| Q1 26 | — | — | ||
| Q4 25 | $49.4M | $209.2M | ||
| Q3 25 | $75.9M | $195.0M | ||
| Q2 25 | $81.1M | $187.7M | ||
| Q1 25 | $93.8M | $160.6M | ||
| Q4 24 | $104.8M | $149.9M | ||
| Q3 24 | $71.7M | $136.1M | ||
| Q2 24 | $67.2M | $117.0M |
总资产BZFDPI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $188.1M | $545.2M | ||
| Q3 25 | $211.2M | $516.5M | ||
| Q2 25 | $210.4M | $508.8M | ||
| Q1 25 | $203.2M | $479.8M | ||
| Q4 24 | $221.4M | $489.1M | ||
| Q3 24 | $276.5M | $476.4M | ||
| Q2 24 | $272.9M | $446.1M |
负债/权益比BZFDPI
| 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 | $-11.7M | — |
| 自由现金流经营现金流 - 资本支出 | $-12.0M | $2.2M |
| 自由现金流率自由现金流/营收 | -21.2% | 3.0% |
| 资本支出强度资本支出/营收 | 0.5% | — |
| 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 | $-20.7M | $61.1M |
8季度趋势，按日历期对齐
经营现金流BZFDPI
| Q1 26 | — | — | ||
| Q4 25 | $-11.7M | $15.1M | ||
| Q3 25 | $1.7M | $20.9M | ||
| Q2 25 | $-10.1M | $33.9M | ||
| Q1 25 | $1.3M | $-11.1M | ||
| Q4 24 | $-4.6M | $12.6M | ||
| Q3 24 | $9.6M | $10.1M | ||
| Q2 24 | $-12.4M | $45.5M |
自由现金流BZFDPI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $-12.0M | $13.6M | ||
| Q3 25 | $892.0K | $18.0M | ||
| Q2 25 | $-10.5M | $27.3M | ||
| Q1 25 | $956.0K | $-13.0M | ||
| Q4 24 | $-4.7M | $8.5M | ||
| Q3 24 | $9.3M | $4.7M | ||
| Q2 24 | $-12.5M | $44.1M |
自由现金流率BZFDPI
| Q1 26 | — | 3.0% | ||
| Q4 25 | -21.2% | 14.7% | ||
| Q3 25 | 1.9% | 18.7% | ||
| Q2 25 | -22.7% | 27.9% | ||
| Q1 25 | 2.7% | -17.5% | ||
| Q4 24 | -8.4% | 9.3% | ||
| Q3 24 | 16.7% | 4.9% | ||
| Q2 24 | -30.5% | 43.0% |
资本支出强度BZFDPI
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.6% | ||
| Q3 25 | 1.8% | 3.1% | ||
| Q2 25 | 1.0% | 6.7% | ||
| Q1 25 | 1.1% | 2.5% | ||
| Q4 24 | 0.3% | 4.5% | ||
| Q3 24 | 0.5% | 5.7% | ||
| Q2 24 | 0.3% | 1.3% |
现金转化率BZFDPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.15× | — | ||
| Q3 24 | 4.59× | 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
BZFD
| Advertising | $25.6M | 45% |
| Commerce And Other | $16.3M | 29% |
| Content | $14.7M | 26% |
PI
暂无分部数据
