vs
CENTERSPACE(CSR)与IMPINJ INC(PI)财务数据对比。点击上方公司名可切换其他公司
IMPINJ INC的季度营收约是CENTERSPACE的1.1倍($74.3M vs $66.6M),IMPINJ INC净利率更高(11.2% vs -27.7%,领先38.9%),CENTERSPACE同比增速更快(0.3% vs -0.0%),CENTERSPACE自由现金流更多($64.3M vs $2.2M),过去两年CENTERSPACE的营收复合增速更高(1.6% vs -14.9%)
Centerspace是一家专注于多户住宅物业持有、运营与开发的房地产投资企业,核心业务覆盖美国中西部及落基山西部区域,面向不同租户群体提供经济型及高端住宅选择,重视租户体验与资产长期价值增长。
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。
CSR vs PI — 直观对比
营收规模更大
PI
是对方的1.1倍
$66.6M
营收增速更快
CSR
高出0.4%
-0.0%
净利率更高
PI
高出38.9%
-27.7%
自由现金流更多
CSR
多$62.1M
$2.2M
两年增速更快
CSR
近两年复合增速
-14.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $66.6M | $74.3M |
| 净利润 | $-18.4M | $8.3M |
| 毛利率 | 96.5% | 49.1% |
| 营业利润率 | -15.9% | 30.5% |
| 净利率 | -27.7% | 11.2% |
| 营收同比 | 0.3% | -0.0% |
| 净利润同比 | -262.9% | — |
| 每股收益(稀释后) | $-1.08 | $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
CSR
PI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $66.6M | $92.8M | ||
| Q3 25 | $71.4M | $96.1M | ||
| Q2 25 | $68.5M | $97.9M | ||
| Q1 25 | $67.1M | $74.3M | ||
| Q4 24 | $66.4M | $91.6M | ||
| Q3 24 | $65.0M | $95.2M | ||
| Q2 24 | $65.0M | $102.5M |
净利润
CSR
PI
| Q1 26 | — | $8.3M | ||
| Q4 25 | $-18.4M | $-1.1M | ||
| Q3 25 | $53.8M | $-12.8M | ||
| Q2 25 | $-14.5M | $11.6M | ||
| Q1 25 | $-3.7M | $-8.5M | ||
| Q4 24 | $-5.1M | $-2.7M | ||
| Q3 24 | $-1.0M | $221.0K | ||
| Q2 24 | $-1.3M | $10.0M |
毛利率
CSR
PI
| Q1 26 | — | 49.1% | ||
| Q4 25 | 96.5% | 51.8% | ||
| Q3 25 | 96.5% | 50.3% | ||
| Q2 25 | 96.5% | 57.8% | ||
| Q1 25 | 96.4% | 49.4% | ||
| Q4 24 | 96.5% | 50.5% | ||
| Q3 24 | 96.6% | 50.0% | ||
| Q2 24 | 96.6% | 56.1% |
营业利润率
CSR
PI
| Q1 26 | — | 30.5% | ||
| Q4 25 | -15.9% | -2.9% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | -9.9% | 11.1% | ||
| Q1 25 | 7.1% | -12.9% | ||
| Q4 24 | 4.3% | -3.9% | ||
| Q3 24 | 9.8% | -0.8% | ||
| Q2 24 | 11.1% | 8.8% |
净利率
CSR
PI
| Q1 26 | — | 11.2% | ||
| Q4 25 | -27.7% | -1.2% | ||
| Q3 25 | 75.3% | -13.3% | ||
| Q2 25 | -21.2% | 11.8% | ||
| Q1 25 | -5.6% | -11.4% | ||
| Q4 24 | -7.6% | -2.9% | ||
| Q3 24 | -1.6% | 0.2% | ||
| Q2 24 | -2.0% | 9.7% |
每股收益(稀释后)
CSR
PI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $-1.08 | $-0.02 | ||
| Q3 25 | $3.19 | $-0.44 | ||
| Q2 25 | $-0.87 | $0.39 | ||
| Q1 25 | $-0.22 | $-0.30 | ||
| Q4 24 | $-0.31 | $-0.06 | ||
| Q3 24 | $-0.40 | $0.01 | ||
| Q2 24 | $-0.19 | $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 | $12.8M | $131.8M |
| 总债务越低越好 | $1.0B | $241.5M |
| 股东权益账面价值 | $719.2M | — |
| 总资产 | $1.9B | $502.5M |
| 负债/权益比越低杠杆越低 | 1.42× | — |
8季度趋势,按日历期对齐
现金及短期投资
CSR
PI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $12.8M | $175.3M | ||
| Q3 25 | $12.9M | $190.1M | ||
| Q2 25 | $12.4M | $193.2M | ||
| Q1 25 | $11.9M | $147.9M | ||
| Q4 24 | $12.0M | $164.7M | ||
| Q3 24 | $14.5M | $170.3M | ||
| Q2 24 | $14.3M | $220.2M |
总债务
CSR
PI
| Q1 26 | — | $241.5M | ||
| Q4 25 | $1.0B | $280.9M | ||
| Q3 25 | $1.1B | $280.4M | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $955.5M | — | ||
| Q4 24 | $955.4M | $283.5M | ||
| Q3 24 | $921.3M | — | ||
| Q2 24 | $931.7M | — |
股东权益
CSR
PI
| Q1 26 | — | — | ||
| Q4 25 | $719.2M | $209.2M | ||
| Q3 25 | $748.6M | $195.0M | ||
| Q2 25 | $710.1M | $187.7M | ||
| Q1 25 | $636.8M | $160.6M | ||
| Q4 24 | $752.0M | $149.9M | ||
| Q3 24 | $672.5M | $136.1M | ||
| Q2 24 | $680.7M | $117.0M |
总资产
CSR
PI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $1.9B | $545.2M | ||
| Q3 25 | $2.1B | $516.5M | ||
| Q2 25 | $2.0B | $508.8M | ||
| Q1 25 | $1.9B | $479.8M | ||
| Q4 24 | $1.9B | $489.1M | ||
| Q3 24 | $1.9B | $476.4M | ||
| Q2 24 | $1.9B | $446.1M |
负债/权益比
CSR
PI
| Q1 26 | — | — | ||
| Q4 25 | 1.42× | 1.34× | ||
| Q3 25 | 1.53× | 1.44× | ||
| Q2 25 | 1.57× | — | ||
| Q1 25 | 1.50× | — | ||
| Q4 24 | 1.27× | 1.89× | ||
| Q3 24 | 1.37× | — | ||
| Q2 24 | 1.37× | — |
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 | $98.5M | — |
| 自由现金流经营现金流 - 资本支出 | $64.3M | $2.2M |
| 自由现金流率自由现金流/营收 | 96.5% | 3.0% |
| 资本支出强度资本支出/营收 | 51.3% | — |
| 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 | $125.9M | $61.1M |
8季度趋势,按日历期对齐
经营现金流
CSR
PI
| Q1 26 | — | — | ||
| Q4 25 | $98.5M | $15.1M | ||
| Q3 25 | $35.1M | $20.9M | ||
| Q2 25 | $25.3M | $33.9M | ||
| Q1 25 | $25.4M | $-11.1M | ||
| Q4 24 | $98.2M | $12.6M | ||
| Q3 24 | $32.3M | $10.1M | ||
| Q2 24 | $22.9M | $45.5M |
自由现金流
CSR
PI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $64.3M | $13.6M | ||
| Q3 25 | $25.7M | $18.0M | ||
| Q2 25 | $15.5M | $27.3M | ||
| Q1 25 | $20.4M | $-13.0M | ||
| Q4 24 | $41.6M | $8.5M | ||
| Q3 24 | $20.5M | $4.7M | ||
| Q2 24 | $9.1M | $44.1M |
自由现金流率
CSR
PI
| Q1 26 | — | 3.0% | ||
| Q4 25 | 96.5% | 14.7% | ||
| Q3 25 | 36.0% | 18.7% | ||
| Q2 25 | 22.7% | 27.9% | ||
| Q1 25 | 30.4% | -17.5% | ||
| Q4 24 | 62.6% | 9.3% | ||
| Q3 24 | 31.5% | 4.9% | ||
| Q2 24 | 14.0% | 43.0% |
资本支出强度
CSR
PI
| Q1 26 | — | — | ||
| Q4 25 | 51.3% | 1.6% | ||
| Q3 25 | 13.1% | 3.1% | ||
| Q2 25 | 14.2% | 6.7% | ||
| Q1 25 | 7.5% | 2.5% | ||
| Q4 24 | 85.3% | 4.5% | ||
| Q3 24 | 18.2% | 5.7% | ||
| Q2 24 | 21.2% | 1.3% |
现金转化率
CSR
PI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.65× | — | ||
| 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
CSR
| Multi Family Residential | $57.3M | 86% |
| Other | $8.1M | 12% |
| Other Property Revenue | $1.2M | 2% |
PI
暂无分部数据