vs

Cooper Companies (The)(COO)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Cooper Companies (The)的1.1倍($1.1B vs $1.1B),Fabrinet净利率更高(9.9% vs 7.9%,领先2.0%),Fabrinet同比增速更快(35.9% vs 4.6%),Cooper Companies (The)自由现金流更多($149.9M vs $-5.3M),过去两年Fabrinet的营收复合增速更高(24.4% vs 6.9%)

CooperCompanies是总部位于美国加利福尼亚州圣拉蒙的全球医疗设备企业,旗下设有两大业务单元:主营隐形眼镜生产的库博光学,以及面向女性健康市场提供医疗设备、生育及基因组相关产品的库博外科。

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。

COO vs FN — 直观对比

营收规模更大
FN
FN
是对方的1.1倍
FN
$1.1B
$1.1B
COO
营收增速更快
FN
FN
高出31.3%
FN
35.9%
4.6%
COO
净利率更高
FN
FN
高出2.0%
FN
9.9%
7.9%
COO
自由现金流更多
COO
COO
多$155.2M
COO
$149.9M
$-5.3M
FN
两年增速更快
FN
FN
近两年复合增速
FN
24.4%
6.9%
COO

损益表 — Q4 FY2025 vs Q2 FY2026

指标
COO
COO
FN
FN
营收
$1.1B
$1.1B
净利润
$84.6M
$112.6M
毛利率
61.1%
12.2%
营业利润率
13.2%
10.1%
净利率
7.9%
9.9%
营收同比
4.6%
35.9%
净利润同比
-28.0%
30.0%
每股收益(稀释后)
$0.42
$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
COO
COO
FN
FN
Q4 25
$1.1B
$1.1B
Q3 25
$1.1B
$978.1M
Q2 25
$1.0B
$909.7M
Q1 25
$964.7M
$871.8M
Q4 24
$1.0B
$833.6M
Q3 24
$1.0B
$804.2M
Q2 24
$942.6M
$753.3M
Q1 24
$931.6M
$731.5M
净利润
COO
COO
FN
FN
Q4 25
$84.6M
$112.6M
Q3 25
$98.3M
$95.9M
Q2 25
$87.7M
$87.2M
Q1 25
$104.3M
$81.3M
Q4 24
$117.5M
$86.6M
Q3 24
$104.7M
$77.4M
Q2 24
$88.9M
$81.1M
Q1 24
$81.2M
$80.9M
毛利率
COO
COO
FN
FN
Q4 25
61.1%
12.2%
Q3 25
65.3%
11.9%
Q2 25
67.8%
12.2%
Q1 25
68.4%
11.7%
Q4 24
66.5%
12.1%
Q3 24
66.1%
12.3%
Q2 24
67.0%
12.3%
Q1 24
67.0%
12.4%
营业利润率
COO
COO
FN
FN
Q4 25
13.2%
10.1%
Q3 25
16.6%
9.6%
Q2 25
18.4%
9.8%
Q1 25
18.9%
9.0%
Q4 24
19.5%
9.5%
Q3 24
19.2%
9.6%
Q2 24
17.2%
9.7%
Q1 24
16.4%
9.7%
净利率
COO
COO
FN
FN
Q4 25
7.9%
9.9%
Q3 25
9.3%
9.8%
Q2 25
8.7%
9.6%
Q1 25
10.8%
9.3%
Q4 24
11.5%
10.4%
Q3 24
10.4%
9.6%
Q2 24
9.4%
10.8%
Q1 24
8.7%
11.1%
每股收益(稀释后)
COO
COO
FN
FN
Q4 25
$0.42
$3.11
Q3 25
$0.49
$2.66
Q2 25
$0.44
$2.41
Q1 25
$0.52
$2.25
Q4 24
$0.59
$2.38
Q3 24
$0.52
$2.13
Q2 24
$0.44
$2.22
Q1 24
$0.41
$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
COO
COO
FN
FN
现金及短期投资手头流动性
$110.6M
$960.8M
总债务越低越好
$2.5B
股东权益账面价值
$8.2B
$2.2B
总资产
$12.4B
$3.3B
负债/权益比越低杠杆越低
0.30×

8季度趋势,按日历期对齐

现金及短期投资
COO
COO
FN
FN
Q4 25
$110.6M
$960.8M
Q3 25
$124.9M
$968.8M
Q2 25
$116.2M
$934.2M
Q1 25
$100.9M
$950.7M
Q4 24
$107.6M
$934.6M
Q3 24
$109.7M
$908.9M
Q2 24
$112.4M
$858.6M
Q1 24
$135.2M
$794.0M
总债务
COO
COO
FN
FN
Q4 25
$2.5B
Q3 25
$2.4B
Q2 25
$2.5B
Q1 25
$2.5B
Q4 24
$2.6B
Q3 24
$2.6B
Q2 24
$2.7B
Q1 24
$2.7B
股东权益
COO
COO
FN
FN
Q4 25
$8.2B
$2.2B
Q3 25
$8.4B
$2.1B
Q2 25
$8.3B
$2.0B
Q1 25
$8.1B
$1.9B
Q4 24
$8.1B
$1.8B
Q3 24
$7.9B
$1.8B
Q2 24
$7.8B
$1.7B
Q1 24
$7.7B
$1.7B
总资产
COO
COO
FN
FN
Q4 25
$12.4B
$3.3B
Q3 25
$12.4B
$3.0B
Q2 25
$12.4B
$2.8B
Q1 25
$12.2B
$2.6B
Q4 24
$12.3B
$2.5B
Q3 24
$12.1B
$2.4B
Q2 24
$12.0B
$2.3B
Q1 24
$12.0B
$2.2B
负债/权益比
COO
COO
FN
FN
Q4 25
0.30×
Q3 25
0.29×
Q2 25
0.30×
Q1 25
0.31×
Q4 24
0.32×
Q3 24
0.33×
Q2 24
0.34×
Q1 24
0.35×

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
COO
COO
FN
FN
经营现金流最新季度
$247.9M
$46.3M
自由现金流经营现金流 - 资本支出
$149.9M
$-5.3M
自由现金流率自由现金流/营收
14.1%
-0.5%
资本支出强度资本支出/营收
9.2%
4.6%
现金转化率经营现金流/净利润
2.93×
0.41×
过去12个月自由现金流最近4个季度
$433.7M
$102.3M

8季度趋势,按日历期对齐

经营现金流
COO
COO
FN
FN
Q4 25
$247.9M
$46.3M
Q3 25
$261.4M
$102.6M
Q2 25
$96.2M
$55.1M
Q1 25
$190.6M
$74.2M
Q4 24
$268.1M
$115.9M
Q3 24
$207.5M
$83.2M
Q2 24
$111.0M
$83.1M
Q1 24
$122.7M
$100.9M
自由现金流
COO
COO
FN
FN
Q4 25
$149.9M
$-5.3M
Q3 25
$164.5M
$57.3M
Q2 25
$18.1M
$4.7M
Q1 25
$101.2M
$45.7M
Q4 24
$128.1M
$94.0M
Q3 24
$118.5M
$62.9M
Q2 24
$36.9M
$70.4M
Q1 24
$4.6M
$87.3M
自由现金流率
COO
COO
FN
FN
Q4 25
14.1%
-0.5%
Q3 25
15.5%
5.9%
Q2 25
1.8%
0.5%
Q1 25
10.5%
5.2%
Q4 24
12.6%
11.3%
Q3 24
11.8%
7.8%
Q2 24
3.9%
9.3%
Q1 24
0.5%
11.9%
资本支出强度
COO
COO
FN
FN
Q4 25
9.2%
4.6%
Q3 25
9.1%
4.6%
Q2 25
7.8%
5.5%
Q1 25
9.3%
3.3%
Q4 24
13.7%
2.6%
Q3 24
8.9%
2.5%
Q2 24
7.9%
1.7%
Q1 24
12.7%
1.9%
现金转化率
COO
COO
FN
FN
Q4 25
2.93×
0.41×
Q3 25
2.66×
1.07×
Q2 25
1.10×
0.63×
Q1 25
1.83×
0.91×
Q4 24
2.28×
1.34×
Q3 24
1.98×
1.07×
Q2 24
1.25×
1.02×
Q1 24
1.51×
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

COO
COO

Sphere Other$365.0M34%
Toric And Multifocal$344.7M32%
Office And Surgical$214.5M20%
Fertility$140.9M13%

FN
FN

Optical Communications$832.6M73%
Non Optical Communications$300.3M27%

相关对比