vs
Copart(CPRT)与Fabrinet(FN)财务数据对比。点击上方公司名可切换其他公司
Copart的季度营收约是Fabrinet的1.0倍($1.2B vs $1.1B),Copart净利率更高(35.0% vs 9.9%,领先25.0%),Fabrinet同比增速更快(35.9% vs 0.7%),Copart自由现金流更多($427.2M vs $-5.3M),过去两年Fabrinet的营收复合增速更高(24.4% vs 6.4%)
Copart是一家跨国在线车辆拍卖及再营销服务提供商,服务保险、租车、车队、金融公司等各类汽车经销商,业务覆盖美国、加拿大、英国、德国等11个国家。总部位于美国得克萨斯州达拉斯,拥有200多处实体网点,运营总面积超1万英亩的车辆存放场地。
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。
CPRT vs FN — 直观对比
营收规模更大
CPRT
是对方的1.0倍
$1.1B
营收增速更快
FN
高出35.2%
0.7%
净利率更高
CPRT
高出25.0%
9.9%
自由现金流更多
CPRT
多$432.6M
$-5.3M
两年增速更快
FN
近两年复合增速
6.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $1.1B |
| 净利润 | $403.7M | $112.6M |
| 毛利率 | — | 12.2% |
| 营业利润率 | 37.3% | 10.1% |
| 净利率 | 35.0% | 9.9% |
| 营收同比 | 0.7% | 35.9% |
| 净利润同比 | 11.5% | 30.0% |
| 每股收益(稀释后) | $0.41 | $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
CPRT
FN
| Q4 25 | $1.2B | $1.1B | ||
| Q3 25 | $1.1B | $978.1M | ||
| Q2 25 | $1.2B | $909.7M | ||
| Q1 25 | $1.2B | $871.8M | ||
| Q4 24 | $1.1B | $833.6M | ||
| Q3 24 | $1.1B | $804.2M | ||
| Q2 24 | $1.1B | $753.3M | ||
| Q1 24 | $1.0B | $731.5M |
净利润
CPRT
FN
| Q4 25 | $403.7M | $112.6M | ||
| Q3 25 | $396.4M | $95.9M | ||
| Q2 25 | $406.6M | $87.2M | ||
| Q1 25 | $387.4M | $81.3M | ||
| Q4 24 | $362.1M | $86.6M | ||
| Q3 24 | $322.6M | $77.4M | ||
| Q2 24 | $382.3M | $81.1M | ||
| Q1 24 | $325.6M | $80.9M |
毛利率
CPRT
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
CPRT
FN
| Q4 25 | 37.3% | 10.1% | ||
| Q3 25 | 36.7% | 9.6% | ||
| Q2 25 | 37.3% | 9.8% | ||
| Q1 25 | 36.6% | 9.0% | ||
| Q4 24 | 35.4% | 9.5% | ||
| Q3 24 | 33.6% | 9.6% | ||
| Q2 24 | 38.8% | 9.7% | ||
| Q1 24 | 37.2% | 9.7% |
净利率
CPRT
FN
| Q4 25 | 35.0% | 9.9% | ||
| Q3 25 | 35.2% | 9.8% | ||
| Q2 25 | 33.6% | 9.6% | ||
| Q1 25 | 33.3% | 9.3% | ||
| Q4 24 | 31.6% | 10.4% | ||
| Q3 24 | 30.2% | 9.6% | ||
| Q2 24 | 33.9% | 10.8% | ||
| Q1 24 | 31.9% | 11.1% |
每股收益(稀释后)
CPRT
FN
| Q4 25 | $0.41 | $3.11 | ||
| Q3 25 | $0.40 | $2.66 | ||
| Q2 25 | $0.42 | $2.41 | ||
| Q1 25 | $0.40 | $2.25 | ||
| Q4 24 | $0.37 | $2.38 | ||
| Q3 24 | $0.34 | $2.13 | ||
| Q2 24 | $0.39 | $2.22 | ||
| Q1 24 | $0.33 | $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 | — | — |
| 股东权益账面价值 | $9.6B | $2.2B |
| 总资产 | $10.6B | $3.3B |
| 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
CPRT
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
CPRT
FN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $427.0K | — | ||
| Q1 24 | $453.0K | — |
股东权益
CPRT
FN
| Q4 25 | $9.6B | $2.2B | ||
| Q3 25 | $9.2B | $2.1B | ||
| Q2 25 | $8.8B | $2.0B | ||
| Q1 25 | $8.3B | $1.9B | ||
| Q4 24 | $7.9B | $1.8B | ||
| Q3 24 | $7.5B | $1.8B | ||
| Q2 24 | $7.2B | $1.7B | ||
| Q1 24 | $6.8B | $1.7B |
总资产
CPRT
FN
| Q4 25 | $10.6B | $3.3B | ||
| Q3 25 | $10.1B | $3.0B | ||
| Q2 25 | $9.7B | $2.8B | ||
| Q1 25 | $9.2B | $2.6B | ||
| Q4 24 | $8.9B | $2.5B | ||
| Q3 24 | $8.4B | $2.4B | ||
| Q2 24 | $8.0B | $2.3B | ||
| Q1 24 | $7.6B | $2.2B |
负债/权益比
CPRT
FN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — | ||
| Q1 24 | 0.00× | — |
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 | $535.3M | $46.3M |
| 自由现金流经营现金流 - 资本支出 | $427.2M | $-5.3M |
| 自由现金流率自由现金流/营收 | 37.0% | -0.5% |
| 资本支出强度资本支出/营收 | 9.4% | 4.6% |
| 现金转化率经营现金流/净利润 | 1.33× | 0.41× |
| 过去12个月自由现金流最近4个季度 | $1.4B | $102.3M |
8季度趋势,按日历期对齐
经营现金流
CPRT
FN
| Q4 25 | $535.3M | $46.3M | ||
| Q3 25 | $438.5M | $102.6M | ||
| Q2 25 | $700.9M | $55.1M | ||
| Q1 25 | $178.1M | $74.2M | ||
| Q4 24 | $482.3M | $115.9M | ||
| Q3 24 | $439.2M | $83.2M | ||
| Q2 24 | $496.3M | $83.1M | ||
| Q1 24 | $161.8M | $100.9M |
自由现金流
CPRT
FN
| Q4 25 | $427.2M | $-5.3M | ||
| Q3 25 | $350.8M | $57.3M | ||
| Q2 25 | $572.9M | $4.7M | ||
| Q1 25 | $61.5M | $45.7M | ||
| Q4 24 | $245.5M | $94.0M | ||
| Q3 24 | $301.3M | $62.9M | ||
| Q2 24 | $408.5M | $70.4M | ||
| Q1 24 | $38.8M | $87.3M |
自由现金流率
CPRT
FN
| Q4 25 | 37.0% | -0.5% | ||
| Q3 25 | 31.2% | 5.9% | ||
| Q2 25 | 47.3% | 0.5% | ||
| Q1 25 | 5.3% | 5.2% | ||
| Q4 24 | 21.4% | 11.3% | ||
| Q3 24 | 28.2% | 7.8% | ||
| Q2 24 | 36.2% | 9.3% | ||
| Q1 24 | 3.8% | 11.9% |
资本支出强度
CPRT
FN
| Q4 25 | 9.4% | 4.6% | ||
| Q3 25 | 7.8% | 4.6% | ||
| Q2 25 | 10.6% | 5.5% | ||
| Q1 25 | 10.0% | 3.3% | ||
| Q4 24 | 20.6% | 2.6% | ||
| Q3 24 | 12.9% | 2.5% | ||
| Q2 24 | 7.8% | 1.7% | ||
| Q1 24 | 12.1% | 1.9% |
现金转化率
CPRT
FN
| Q4 25 | 1.33× | 0.41× | ||
| Q3 25 | 1.11× | 1.07× | ||
| Q2 25 | 1.72× | 0.63× | ||
| Q1 25 | 0.46× | 0.91× | ||
| Q4 24 | 1.33× | 1.34× | ||
| Q3 24 | 1.36× | 1.07× | ||
| Q2 24 | 1.30× | 1.02× | ||
| Q1 24 | 0.50× | 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
CPRT
| Services | $952.1M | 82% |
| Other | $203.0M | 18% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |