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
是对方的1.1倍
$1.1B
营收增速更快
FN
高出31.3%
4.6%
净利率更高
FN
高出2.0%
7.9%
自由现金流更多
COO
多$155.2M
$-5.3M
两年增速更快
FN
近两年复合增速
6.9%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 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
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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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
| Sphere Other | $365.0M | 34% |
| Toric And Multifocal | $344.7M | 32% |
| Office And Surgical | $214.5M | 20% |
| Fertility | $140.9M | 13% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |