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COMPX INTERNATIONAL INC（CIX）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COMPX INTERNATIONAL INC的2.0倍（$74.3M vs $37.7M），COMPX INTERNATIONAL INC净利率更高（12.4% vs 11.2%，领先1.2%），IMPINJ INC同比增速更快（-0.0% vs -1.9%），COMPX INTERNATIONAL INC自由现金流更多（$11.4M vs $2.2M），过去两年COMPX INTERNATIONAL INC的营收复合增速更高（-0.4% vs -14.9%）
COMPX国际是一家多元化安全与控制产品制造商，主营高性能锁具系统、电子门禁解决方案、人体工学工作站部件及船用五金，核心市场覆盖北美、欧洲，服务商业、住宅、工业、医疗、休闲船舶等领域客户。
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。
CIX vs PI — 直观对比
营收规模更大
PI
是对方的2.0倍
$37.7M
营收增速更快
PI
高出1.8%
-1.9%
净利率更高
CIX
高出1.2%
11.2%
自由现金流更多
CIX
多$9.2M
$2.2M
两年增速更快
CIX
近两年复合增速
-14.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $37.7M | $74.3M |
| 净利润 | $4.7M | $8.3M |
| 毛利率 | 32.1% | 49.1% |
| 营业利润率 | 15.0% | 30.5% |
| 净利率 | 12.4% | 11.2% |
| 营收同比 | -1.9% | -0.0% |
| 净利润同比 | 3.6% | — |
| 每股收益（稀释后） | $0.38 | $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CIXPI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $37.7M | $92.8M | ||
| Q3 25 | $40.0M | $96.1M | ||
| Q2 25 | $40.4M | $97.9M | ||
| Q1 25 | $40.3M | $74.3M | ||
| Q4 24 | $38.4M | $91.6M | ||
| Q3 24 | $33.7M | $95.2M | ||
| Q2 24 | $35.9M | $102.5M |
净利润CIXPI
| Q1 26 | — | $8.3M | ||
| Q4 25 | $4.7M | $-1.1M | ||
| Q3 25 | $4.2M | $-12.8M | ||
| Q2 25 | $5.5M | $11.6M | ||
| Q1 25 | $5.1M | $-8.5M | ||
| Q4 24 | $4.5M | $-2.7M | ||
| Q3 24 | $3.5M | $221.0K | ||
| Q2 24 | $4.8M | $10.0M |
毛利率CIXPI
| Q1 26 | — | 49.1% | ||
| Q4 25 | 32.1% | 51.8% | ||
| Q3 25 | 27.6% | 50.3% | ||
| Q2 25 | 31.9% | 57.8% | ||
| Q1 25 | 30.2% | 49.4% | ||
| Q4 24 | 28.8% | 50.5% | ||
| Q3 24 | 28.1% | 50.0% | ||
| Q2 24 | 31.1% | 56.1% |
营业利润率CIXPI
| Q1 26 | — | 30.5% | ||
| Q4 25 | 15.0% | -2.9% | ||
| Q3 25 | 11.9% | 0.7% | ||
| Q2 25 | 15.7% | 11.1% | ||
| Q1 25 | 14.6% | -12.9% | ||
| Q4 24 | 12.7% | -3.9% | ||
| Q3 24 | 9.9% | -0.8% | ||
| Q2 24 | 14.2% | 8.8% |
净利率CIXPI
| Q1 26 | — | 11.2% | ||
| Q4 25 | 12.4% | -1.2% | ||
| Q3 25 | 10.6% | -13.3% | ||
| Q2 25 | 13.5% | 11.8% | ||
| Q1 25 | 12.7% | -11.4% | ||
| Q4 24 | 11.7% | -2.9% | ||
| Q3 24 | 10.3% | 0.2% | ||
| Q2 24 | 13.5% | 9.7% |
每股收益（稀释后）CIXPI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.38 | $-0.02 | ||
| Q3 25 | $0.34 | $-0.44 | ||
| Q2 25 | $0.44 | $0.39 | ||
| Q1 25 | $0.42 | $-0.30 | ||
| Q4 24 | $0.37 | $-0.06 | ||
| Q3 24 | $0.28 | $0.01 | ||
| Q2 24 | $0.39 | $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 | $54.1M | $131.8M |
| 总债务越低越好 | — | $241.5M |
| 股东权益账面价值 | $138.6M | — |
| 总资产 | $156.2M | $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CIXPI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $54.1M | $175.3M | ||
| Q3 25 | $46.3M | $190.1M | ||
| Q2 25 | $56.2M | $193.2M | ||
| Q1 25 | $56.1M | $147.9M | ||
| Q4 24 | $60.8M | $164.7M | ||
| Q3 24 | $58.8M | $170.3M | ||
| Q2 24 | $82.1M | $220.2M |
总债务CIXPI
| 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CIXPI
| Q1 26 | — | — | ||
| Q4 25 | $138.6M | $209.2M | ||
| Q3 25 | $137.7M | $195.0M | ||
| Q2 25 | $149.5M | $187.7M | ||
| Q1 25 | $147.6M | $160.6M | ||
| Q4 24 | $146.1M | $149.9M | ||
| Q3 24 | $145.3M | $136.1M | ||
| Q2 24 | $170.2M | $117.0M |
总资产CIXPI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $156.2M | $545.2M | ||
| Q3 25 | $153.7M | $516.5M | ||
| Q2 25 | $164.8M | $508.8M | ||
| Q1 25 | $162.2M | $479.8M | ||
| Q4 24 | $163.0M | $489.1M | ||
| Q3 24 | $160.1M | $476.4M | ||
| Q2 24 | $185.1M | $446.1M |
负债/权益比CIXPI
| 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 | $12.0M | — |
| 自由现金流经营现金流 - 资本支出 | $11.4M | $2.2M |
| 自由现金流率自由现金流/营收 | 30.3% | 3.0% |
| 资本支出强度资本支出/营收 | 1.6% | — |
| 现金转化率经营现金流/净利润 | 2.57× | — |
| 过去12个月自由现金流最近4个季度 | $19.1M | $61.1M |
8季度趋势，按日历期对齐
经营现金流CIXPI
| Q1 26 | — | — | ||
| Q4 25 | $12.0M | $15.1M | ||
| Q3 25 | $6.3M | $20.9M | ||
| Q2 25 | $4.7M | $33.9M | ||
| Q1 25 | $-137.0K | $-11.1M | ||
| Q4 24 | $7.3M | $12.6M | ||
| Q3 24 | $4.1M | $10.1M | ||
| Q2 24 | $9.8M | $45.5M |
自由现金流CIXPI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $11.4M | $13.6M | ||
| Q3 25 | $5.3M | $18.0M | ||
| Q2 25 | $3.4M | $27.3M | ||
| Q1 25 | $-959.0K | $-13.0M | ||
| Q4 24 | $7.1M | $8.5M | ||
| Q3 24 | $3.6M | $4.7M | ||
| Q2 24 | $9.4M | $44.1M |
自由现金流率CIXPI
| Q1 26 | — | 3.0% | ||
| Q4 25 | 30.3% | 14.7% | ||
| Q3 25 | 13.2% | 18.7% | ||
| Q2 25 | 8.4% | 27.9% | ||
| Q1 25 | -2.4% | -17.5% | ||
| Q4 24 | 18.5% | 9.3% | ||
| Q3 24 | 10.8% | 4.9% | ||
| Q2 24 | 26.2% | 43.0% |
资本支出强度CIXPI
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 1.6% | ||
| Q3 25 | 2.5% | 3.1% | ||
| Q2 25 | 3.3% | 6.7% | ||
| Q1 25 | 2.0% | 2.5% | ||
| Q4 24 | 0.6% | 4.5% | ||
| Q3 24 | 1.4% | 5.7% | ||
| Q2 24 | 1.2% | 1.3% |
现金转化率CIXPI
| Q1 26 | — | — | ||
| Q4 25 | 2.57× | — | ||
| Q3 25 | 1.48× | — | ||
| Q2 25 | 0.87× | 2.93× | ||
| Q1 25 | -0.03× | — | ||
| Q4 24 | 1.62× | — | ||
| Q3 24 | 1.18× | 45.56× | ||
| Q2 24 | 2.03× | 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
CIX
| Security Products | $29.5M | 78% |
| Marine Components | $8.2M | 22% |
PI
暂无分部数据
