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CAMDEN NATIONAL CORP(CAC)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CAMDEN NATIONAL CORP的1.2倍($74.3M vs $64.3M),CAMDEN NATIONAL CORP净利率更高(34.0% vs 11.2%,领先22.8%),过去两年CAMDEN NATIONAL CORP的营收复合增速更高(22.6% vs -14.9%)
卡姆登国民银行是一家总部位于美国缅因州卡姆登的商业银行,是上市银行控股公司卡姆登国民集团的核心子公司。该行创立于1875年,1984年完成企业重组后成为控股公司直接持有的全资子公司。2025年与诺斯韦金融合并后,合并后机构总资产约为70亿美元。
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。
CAC vs PI — 直观对比
营收规模更大
PI
是对方的1.2倍
$64.3M
净利率更高
CAC
高出22.8%
11.2%
两年增速更快
CAC
近两年复合增速
-14.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $64.3M | $74.3M |
| 净利润 | $21.9M | $8.3M |
| 毛利率 | — | 49.1% |
| 营业利润率 | — | 30.5% |
| 净利率 | 34.0% | 11.2% |
| 营收同比 | — | -0.0% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $1.29 | $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
CAC
PI
| Q1 26 | $64.3M | $74.3M | ||
| Q4 25 | $68.1M | $92.8M | ||
| Q3 25 | $65.4M | $96.1M | ||
| Q2 25 | $62.3M | $97.9M | ||
| Q1 25 | $60.1M | $74.3M | ||
| Q4 24 | $47.6M | $91.6M | ||
| Q3 24 | $45.0M | $95.2M | ||
| Q2 24 | $42.8M | $102.5M |
净利润
CAC
PI
| Q1 26 | $21.9M | $8.3M | ||
| Q4 25 | $22.6M | $-1.1M | ||
| Q3 25 | $21.2M | $-12.8M | ||
| Q2 25 | $14.1M | $11.6M | ||
| Q1 25 | $7.3M | $-8.5M | ||
| Q4 24 | $14.7M | $-2.7M | ||
| Q3 24 | $13.1M | $221.0K | ||
| Q2 24 | $12.0M | $10.0M |
毛利率
CAC
PI
| 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
CAC
PI
| Q1 26 | — | 30.5% | ||
| Q4 25 | 41.5% | -2.9% | ||
| Q3 25 | 40.5% | 0.7% | ||
| Q2 25 | 28.5% | 11.1% | ||
| Q1 25 | 10.3% | -12.9% | ||
| Q4 24 | 38.7% | -3.9% | ||
| Q3 24 | 35.2% | -0.8% | ||
| Q2 24 | 34.7% | 8.8% |
净利率
CAC
PI
| Q1 26 | 34.0% | 11.2% | ||
| Q4 25 | 33.1% | -1.2% | ||
| Q3 25 | 32.4% | -13.3% | ||
| Q2 25 | 22.6% | 11.8% | ||
| Q1 25 | 12.2% | -11.4% | ||
| Q4 24 | 30.8% | -2.9% | ||
| Q3 24 | 29.1% | 0.2% | ||
| Q2 24 | 28.0% | 9.7% |
每股收益(稀释后)
CAC
PI
| Q1 26 | $1.29 | $0.14 | ||
| Q4 25 | $1.33 | $-0.02 | ||
| Q3 25 | $1.25 | $-0.44 | ||
| Q2 25 | $0.83 | $0.39 | ||
| Q1 25 | $0.43 | $-0.30 | ||
| Q4 24 | $1.00 | $-0.06 | ||
| Q3 24 | $0.90 | $0.01 | ||
| Q2 24 | $0.81 | $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 | — | $131.8M |
| 总债务越低越好 | $514.4M | $241.5M |
| 股东权益账面价值 | $710.0M | — |
| 总资产 | $7.0B | $502.5M |
| 负债/权益比越低杠杆越低 | 0.72× | — |
8季度趋势,按日历期对齐
现金及短期投资
CAC
PI
| Q1 26 | — | $131.8M | ||
| Q4 25 | — | $175.3M | ||
| Q3 25 | — | $190.1M | ||
| Q2 25 | — | $193.2M | ||
| Q1 25 | — | $147.9M | ||
| Q4 24 | — | $164.7M | ||
| Q3 24 | — | $170.3M | ||
| Q2 24 | — | $220.2M |
总债务
CAC
PI
| Q1 26 | $514.4M | $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
CAC
PI
| Q1 26 | $710.0M | — | ||
| Q4 25 | $696.6M | $209.2M | ||
| Q3 25 | $676.4M | $195.0M | ||
| Q2 25 | $652.1M | $187.7M | ||
| Q1 25 | $640.1M | $160.6M | ||
| Q4 24 | $531.2M | $149.9M | ||
| Q3 24 | $529.9M | $136.1M | ||
| Q2 24 | $508.3M | $117.0M |
总资产
CAC
PI
| Q1 26 | $7.0B | $502.5M | ||
| Q4 25 | $7.0B | $545.2M | ||
| Q3 25 | $7.0B | $516.5M | ||
| Q2 25 | $6.9B | $508.8M | ||
| Q1 25 | $7.0B | $479.8M | ||
| Q4 24 | $5.8B | $489.1M | ||
| Q3 24 | $5.7B | $476.4M | ||
| Q2 24 | $5.7B | $446.1M |
负债/权益比
CAC
PI
| Q1 26 | 0.72× | — | ||
| 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $2.2M |
| 自由现金流率自由现金流/营收 | — | 3.0% |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | $61.1M |
8季度趋势,按日历期对齐
经营现金流
CAC
PI
| Q1 26 | — | — | ||
| Q4 25 | $63.9M | $15.1M | ||
| Q3 25 | $36.1M | $20.9M | ||
| Q2 25 | $6.0M | $33.9M | ||
| Q1 25 | $1.0M | $-11.1M | ||
| Q4 24 | $60.9M | $12.6M | ||
| Q3 24 | $-14.5M | $10.1M | ||
| Q2 24 | $14.5M | $45.5M |
自由现金流
CAC
PI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $58.2M | $13.6M | ||
| Q3 25 | $35.4M | $18.0M | ||
| Q2 25 | $4.5M | $27.3M | ||
| Q1 25 | $-727.0K | $-13.0M | ||
| Q4 24 | $55.4M | $8.5M | ||
| Q3 24 | $-16.2M | $4.7M | ||
| Q2 24 | $13.2M | $44.1M |
自由现金流率
CAC
PI
| Q1 26 | — | 3.0% | ||
| Q4 25 | 85.5% | 14.7% | ||
| Q3 25 | 54.1% | 18.7% | ||
| Q2 25 | 7.3% | 27.9% | ||
| Q1 25 | -1.2% | -17.5% | ||
| Q4 24 | 116.4% | 9.3% | ||
| Q3 24 | -36.0% | 4.9% | ||
| Q2 24 | 30.8% | 43.0% |
资本支出强度
CAC
PI
| Q1 26 | — | — | ||
| Q4 25 | 8.4% | 1.6% | ||
| Q3 25 | 1.1% | 3.1% | ||
| Q2 25 | 2.4% | 6.7% | ||
| Q1 25 | 2.9% | 2.5% | ||
| Q4 24 | 11.7% | 4.5% | ||
| Q3 24 | 3.8% | 5.7% | ||
| Q2 24 | 3.0% | 1.3% |
现金转化率
CAC
PI
| Q1 26 | — | — | ||
| Q4 25 | 2.83× | — | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 0.43× | 2.93× | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 4.15× | — | ||
| Q3 24 | -1.11× | 45.56× | ||
| Q2 24 | 1.21× | 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
CAC
| Net Interest Income | $52.4M | 81% |
| Noninterest Income | $12.0M | 19% |
PI
暂无分部数据