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COMERICA INC(CMA)与Fabrinet(FN)财务数据对比。点击上方公司名可切换其他公司
Fabrinet的季度营收约是COMERICA INC的1.4倍($1.1B vs $838.0M),COMERICA INC净利率更高(21.0% vs 9.9%,领先11.1%),Fabrinet同比增速更快(35.9% vs 3.3%),过去两年COMERICA INC的营收复合增速更高(108.9% vs 24.4%)
Comerica公司是总部位于美国得克萨斯州达拉斯的金融服务企业,为美国大型金融控股公司之一。旗下Comerica银行为区域性商业银行,在得克萨斯、密歇根、加利福尼亚、佛罗里达、亚利桑那五州共设413家网点,在美国多座城市设有办公场所。
Fabrinet(股票代码FN)为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护,覆盖400家以美企为主的中等市值企业,若成分企业存在多类流通股,指数的成分股总量有时会超过400只。
CMA vs FN — 直观对比
营收规模更大
FN
是对方的1.4倍
$838.0M
营收增速更快
FN
高出32.6%
3.3%
净利率更高
CMA
高出11.1%
9.9%
两年增速更快
CMA
近两年复合增速
24.4%
损益表 — Q3 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $838.0M | $1.1B |
| 净利润 | $176.0M | $112.6M |
| 毛利率 | — | 12.2% |
| 营业利润率 | — | 10.1% |
| 净利率 | 21.0% | 9.9% |
| 营收同比 | 3.3% | 35.9% |
| 净利润同比 | -4.3% | 30.0% |
| 每股收益(稀释后) | $1.35 | $3.11 |
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
CMA
FN
| Q4 25 | — | $1.1B | ||
| Q3 25 | $838.0M | $978.1M | ||
| Q2 25 | $849.0M | $909.7M | ||
| Q1 25 | $829.0M | $871.8M | ||
| Q4 24 | $825.0M | $833.6M | ||
| Q3 24 | $811.0M | $804.2M | ||
| Q2 24 | $824.0M | $753.3M | ||
| Q1 24 | $784.0M | $731.5M |
净利润
CMA
FN
| Q4 25 | — | $112.6M | ||
| Q3 25 | $176.0M | $95.9M | ||
| Q2 25 | $199.0M | $87.2M | ||
| Q1 25 | $172.0M | $81.3M | ||
| Q4 24 | $170.0M | $86.6M | ||
| Q3 24 | $184.0M | $77.4M | ||
| Q2 24 | $206.0M | $81.1M | ||
| Q1 24 | $138.0M | $80.9M |
毛利率
CMA
FN
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 11.7% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 12.3% | ||
| Q1 24 | — | 12.4% |
营业利润率
CMA
FN
| Q4 25 | — | 10.1% | ||
| Q3 25 | — | 9.6% | ||
| Q2 25 | — | 9.8% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 9.6% | ||
| Q2 24 | — | 9.7% | ||
| Q1 24 | — | 9.7% |
净利率
CMA
FN
| Q4 25 | — | 9.9% | ||
| Q3 25 | 21.0% | 9.8% | ||
| Q2 25 | 23.4% | 9.6% | ||
| Q1 25 | 20.7% | 9.3% | ||
| Q4 24 | 20.6% | 10.4% | ||
| Q3 24 | 22.7% | 9.6% | ||
| Q2 24 | 25.0% | 10.8% | ||
| Q1 24 | 17.6% | 11.1% |
每股收益(稀释后)
CMA
FN
| Q4 25 | — | $3.11 | ||
| Q3 25 | $1.35 | $2.66 | ||
| Q2 25 | $1.42 | $2.41 | ||
| Q1 25 | $1.25 | $2.25 | ||
| Q4 24 | $1.22 | $2.38 | ||
| Q3 24 | $1.33 | $2.13 | ||
| Q2 24 | $1.49 | $2.22 | ||
| Q1 24 | $0.98 | $2.21 |
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 | — | $960.8M |
| 总债务越低越好 | $5.4B | — |
| 股东权益账面价值 | $7.4B | $2.2B |
| 总资产 | $77.4B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.73× | — |
8季度趋势,按日历期对齐
现金及短期投资
CMA
FN
| Q4 25 | — | $960.8M | ||
| Q3 25 | — | $968.8M | ||
| Q2 25 | — | $934.2M | ||
| Q1 25 | — | $950.7M | ||
| Q4 24 | — | $934.6M | ||
| Q3 24 | — | $908.9M | ||
| Q2 24 | — | $858.6M | ||
| Q1 24 | — | $794.0M |
总债务
CMA
FN
| Q4 25 | — | — | ||
| Q3 25 | $5.4B | — | ||
| Q2 25 | $5.8B | — | ||
| Q1 25 | $5.7B | — | ||
| Q4 24 | $6.7B | — | ||
| Q3 24 | $6.8B | — | ||
| Q2 24 | $7.1B | — | ||
| Q1 24 | $7.1B | — |
股东权益
CMA
FN
| Q4 25 | — | $2.2B | ||
| Q3 25 | $7.4B | $2.1B | ||
| Q2 25 | $6.9B | $2.0B | ||
| Q1 25 | $7.1B | $1.9B | ||
| Q4 24 | $6.5B | $1.8B | ||
| Q3 24 | $7.4B | $1.8B | ||
| Q2 24 | $6.2B | $1.7B | ||
| Q1 24 | $6.0B | $1.7B |
总资产
CMA
FN
| Q4 25 | — | $3.3B | ||
| Q3 25 | $77.4B | $3.0B | ||
| Q2 25 | $78.0B | $2.8B | ||
| Q1 25 | $77.6B | $2.6B | ||
| Q4 24 | $79.3B | $2.5B | ||
| Q3 24 | $79.7B | $2.4B | ||
| Q2 24 | $79.6B | $2.3B | ||
| Q1 24 | $79.4B | $2.2B |
负债/权益比
CMA
FN
| Q4 25 | — | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.84× | — | ||
| Q1 25 | 0.81× | — | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 0.92× | — | ||
| Q2 24 | 1.15× | — | ||
| Q1 24 | 1.18× | — |
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 | $-270.0M | $46.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-5.3M |
| 自由现金流率自由现金流/营收 | — | -0.5% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 现金转化率经营现金流/净利润 | -1.53× | 0.41× |
| 过去12个月自由现金流最近4个季度 | — | $102.3M |
8季度趋势,按日历期对齐
经营现金流
CMA
FN
| Q4 25 | — | $46.3M | ||
| Q3 25 | $-270.0M | $102.6M | ||
| Q2 25 | $476.0M | $55.1M | ||
| Q1 25 | $273.0M | $74.2M | ||
| Q4 24 | $601.0M | $115.9M | ||
| Q3 24 | $1.0B | $83.2M | ||
| Q2 24 | $111.0M | $83.1M | ||
| Q1 24 | $-205.0M | $100.9M |
自由现金流
CMA
FN
| Q4 25 | — | $-5.3M | ||
| Q3 25 | — | $57.3M | ||
| Q2 25 | — | $4.7M | ||
| Q1 25 | — | $45.7M | ||
| Q4 24 | — | $94.0M | ||
| Q3 24 | — | $62.9M | ||
| Q2 24 | — | $70.4M | ||
| Q1 24 | — | $87.3M |
自由现金流率
CMA
FN
| Q4 25 | — | -0.5% | ||
| Q3 25 | — | 5.9% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | 5.2% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 9.3% | ||
| Q1 24 | — | 11.9% |
资本支出强度
CMA
FN
| Q4 25 | — | 4.6% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 5.5% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 1.7% | ||
| Q1 24 | — | 1.9% |
现金转化率
CMA
FN
| Q4 25 | — | 0.41× | ||
| Q3 25 | -1.53× | 1.07× | ||
| Q2 25 | 2.39× | 0.63× | ||
| Q1 25 | 1.59× | 0.91× | ||
| Q4 24 | 3.54× | 1.34× | ||
| Q3 24 | 5.70× | 1.07× | ||
| Q2 24 | 0.54× | 1.02× | ||
| Q1 24 | -1.49× | 1.25× |
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
CMA
暂无分部数据
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |