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Traeger, Inc.（COOK）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
Traeger, Inc.的季度营收约是IMPINJ INC的2.0倍（$145.4M vs $74.3M），IMPINJ INC净利率更高（11.2% vs -11.8%，领先23.0%），IMPINJ INC同比增速更快（-0.0% vs -13.8%），Traeger, Inc.自由现金流更多（$14.2M vs $2.2M），过去两年Traeger, Inc.的营收复合增速更高（0.2% vs -14.9%）
Traeger, Inc.是一家专注于户外烹饪设备研发生产的企业，主营高端木颗粒烤炉、配套配件及专用木颗粒燃料，主要面向北美、欧洲、澳洲市场，通过零售渠道和直营模式服务家庭及商用餐饮客户。
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。
COOK vs PI — 直观对比
营收规模更大
COOK
是对方的2.0倍
$74.3M
营收增速更快
PI
高出13.8%
-13.8%
净利率更高
PI
高出23.0%
-11.8%
自由现金流更多
COOK
多$12.0M
$2.2M
两年增速更快
COOK
近两年复合增速
-14.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $145.4M | $74.3M |
| 净利润 | $-17.2M | $8.3M |
| 毛利率 | 37.4% | 49.1% |
| 营业利润率 | -8.0% | 30.5% |
| 净利率 | -11.8% | 11.2% |
| 营收同比 | -13.8% | -0.0% |
| 净利润同比 | -147.2% | — |
| 每股收益（稀释后） | $-0.13 | $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COOKPI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $145.4M | $92.8M | ||
| Q3 25 | $125.4M | $96.1M | ||
| Q2 25 | $145.5M | $97.9M | ||
| Q1 25 | $143.3M | $74.3M | ||
| Q4 24 | $168.6M | $91.6M | ||
| Q3 24 | $122.0M | $95.2M | ||
| Q2 24 | $168.5M | $102.5M |
净利润COOKPI
| Q1 26 | — | $8.3M | ||
| Q4 25 | $-17.2M | $-1.1M | ||
| Q3 25 | $-89.8M | $-12.8M | ||
| Q2 25 | $-7.4M | $11.6M | ||
| Q1 25 | $-778.0K | $-8.5M | ||
| Q4 24 | $-7.0M | $-2.7M | ||
| Q3 24 | $-19.8M | $221.0K | ||
| Q2 24 | $-2.6M | $10.0M |
毛利率COOKPI
| Q1 26 | — | 49.1% | ||
| Q4 25 | 37.4% | 51.8% | ||
| Q3 25 | 38.7% | 50.3% | ||
| Q2 25 | 39.2% | 57.8% | ||
| Q1 25 | 41.5% | 49.4% | ||
| Q4 24 | 40.9% | 50.5% | ||
| Q3 24 | 42.3% | 50.0% | ||
| Q2 24 | 42.9% | 56.1% |
营业利润率COOKPI
| Q1 26 | — | 30.5% | ||
| Q4 25 | -8.0% | -2.9% | ||
| Q3 25 | -66.5% | 0.7% | ||
| Q2 25 | -4.2% | 11.1% | ||
| Q1 25 | 2.4% | -12.9% | ||
| Q4 24 | -0.1% | -3.9% | ||
| Q3 24 | -6.1% | -0.8% | ||
| Q2 24 | 2.8% | 8.8% |
净利率COOKPI
| Q1 26 | — | 11.2% | ||
| Q4 25 | -11.8% | -1.2% | ||
| Q3 25 | -71.6% | -13.3% | ||
| Q2 25 | -5.1% | 11.8% | ||
| Q1 25 | -0.5% | -11.4% | ||
| Q4 24 | -4.1% | -2.9% | ||
| Q3 24 | -16.2% | 0.2% | ||
| Q2 24 | -1.5% | 9.7% |
每股收益（稀释后）COOKPI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $-0.13 | $-0.02 | ||
| Q3 25 | $-0.67 | $-0.44 | ||
| Q2 25 | $-0.06 | $0.39 | ||
| Q1 25 | $-0.01 | $-0.30 | ||
| Q4 24 | $-0.06 | $-0.06 | ||
| Q3 24 | $-0.15 | $0.01 | ||
| Q2 24 | $-0.02 | $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 | $19.6M | $131.8M |
| 总债务越低越好 | $403.3M | $241.5M |
| 股东权益账面价值 | $170.8M | — |
| 总资产 | $676.0M | $502.5M |
| 负债/权益比越低杠杆越低 | 2.36× | — |
8季度趋势，按日历期对齐
现金及短期投资COOKPI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $19.6M | $175.3M | ||
| Q3 25 | $5.9M | $190.1M | ||
| Q2 25 | $10.3M | $193.2M | ||
| Q1 25 | $12.0M | $147.9M | ||
| Q4 24 | $15.0M | $164.7M | ||
| Q3 24 | $16.9M | $170.3M | ||
| Q2 24 | $18.0M | $220.2M |
总债务COOKPI
| Q1 26 | — | $241.5M | ||
| Q4 25 | $403.3M | $280.9M | ||
| Q3 25 | — | $280.4M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $403.6M | $283.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益COOKPI
| Q1 26 | — | — | ||
| Q4 25 | $170.8M | $209.2M | ||
| Q3 25 | $186.1M | $195.0M | ||
| Q2 25 | $274.2M | $187.7M | ||
| Q1 25 | $279.6M | $160.6M | ||
| Q4 24 | $276.4M | $149.9M | ||
| Q3 24 | $279.8M | $136.1M | ||
| Q2 24 | $297.3M | $117.0M |
总资产COOKPI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $676.0M | $545.2M | ||
| Q3 25 | $689.6M | $516.5M | ||
| Q2 25 | $780.6M | $508.8M | ||
| Q1 25 | $825.6M | $479.8M | ||
| Q4 24 | $830.7M | $489.1M | ||
| Q3 24 | $818.1M | $476.4M | ||
| Q2 24 | $842.4M | $446.1M |
负债/权益比COOKPI
| Q1 26 | — | — | ||
| Q4 25 | 2.36× | 1.34× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.46× | 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 | $15.5M | — |
| 自由现金流经营现金流 - 资本支出 | $14.2M | $2.2M |
| 自由现金流率自由现金流/营收 | 9.8% | 3.0% |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 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 | $13.6M | $61.1M |
8季度趋势，按日历期对齐
经营现金流COOKPI
| Q1 26 | — | — | ||
| Q4 25 | $15.5M | $15.1M | ||
| Q3 25 | $7.6M | $20.9M | ||
| Q2 25 | $18.3M | $33.9M | ||
| Q1 25 | $-20.8M | $-11.1M | ||
| Q4 24 | $7.5M | $12.6M | ||
| Q3 24 | $15.1M | $10.1M | ||
| Q2 24 | $13.9M | $45.5M |
自由现金流COOKPI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $14.2M | $13.6M | ||
| Q3 25 | $6.4M | $18.0M | ||
| Q2 25 | $15.7M | $27.3M | ||
| Q1 25 | $-22.7M | $-13.0M | ||
| Q4 24 | $5.5M | $8.5M | ||
| Q3 24 | $12.8M | $4.7M | ||
| Q2 24 | $11.8M | $44.1M |
自由现金流率COOKPI
| Q1 26 | — | 3.0% | ||
| Q4 25 | 9.8% | 14.7% | ||
| Q3 25 | 5.1% | 18.7% | ||
| Q2 25 | 10.8% | 27.9% | ||
| Q1 25 | -15.8% | -17.5% | ||
| Q4 24 | 3.3% | 9.3% | ||
| Q3 24 | 10.5% | 4.9% | ||
| Q2 24 | 7.0% | 43.0% |
资本支出强度COOKPI
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 1.6% | ||
| Q3 25 | 0.9% | 3.1% | ||
| Q2 25 | 1.8% | 6.7% | ||
| Q1 25 | 1.3% | 2.5% | ||
| Q4 24 | 1.2% | 4.5% | ||
| Q3 24 | 1.9% | 5.7% | ||
| Q2 24 | 1.2% | 1.3% |
现金转化率COOKPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 45.56× | ||
| Q2 24 | — | 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
COOK
| Grills | $60.6M | 42% |
| Accessories | $49.2M | 34% |
| Consumables | $35.5M | 24% |
PI
暂无分部数据
