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CARRIAGE SERVICES INC（CSV）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
CARRIAGE SERVICES INC的季度营收约是IMPINJ INC的1.4倍（$105.5M vs $74.3M），CARRIAGE SERVICES INC净利率更高（11.6% vs 11.2%，领先0.4%），CARRIAGE SERVICES INC同比增速更快（8.0% vs -0.0%），CARRIAGE SERVICES INC自由现金流更多（$6.2M vs $2.2M），过去两年CARRIAGE SERVICES INC的营收复合增速更高（1.0% vs -14.9%）
怡和Cycle & Carriage有限公司是怡和集团在东南亚的投资控股公司，目前该集团持有其75%的股份，是怡和集团在东南亚区域开展资本布局与投资业务的核心平台。
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。
CSV vs PI — 直观对比
营收规模更大
CSV
是对方的1.4倍
$74.3M
营收增速更快
CSV
高出8.0%
-0.0%
净利率更高
CSV
高出0.4%
11.2%
自由现金流更多
CSV
多$4.0M
$2.2M
两年增速更快
CSV
近两年复合增速
-14.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $105.5M | $74.3M |
| 净利润 | $12.3M | $8.3M |
| 毛利率 | 34.8% | 49.1% |
| 营业利润率 | 23.3% | 30.5% |
| 净利率 | 11.6% | 11.2% |
| 营收同比 | 8.0% | -0.0% |
| 净利润同比 | 24.5% | — |
| 每股收益（稀释后） | $0.76 | $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CSVPI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $105.5M | $92.8M | ||
| Q3 25 | $102.7M | $96.1M | ||
| Q2 25 | $102.1M | $97.9M | ||
| Q1 25 | $107.1M | $74.3M | ||
| Q4 24 | $97.7M | $91.6M | ||
| Q3 24 | $100.7M | $95.2M | ||
| Q2 24 | $102.3M | $102.5M |
净利润CSVPI
| Q1 26 | — | $8.3M | ||
| Q4 25 | $12.3M | $-1.1M | ||
| Q3 25 | $6.6M | $-12.8M | ||
| Q2 25 | $11.7M | $11.6M | ||
| Q1 25 | $20.9M | $-8.5M | ||
| Q4 24 | $9.9M | $-2.7M | ||
| Q3 24 | $9.9M | $221.0K | ||
| Q2 24 | $6.3M | $10.0M |
毛利率CSVPI
| Q1 26 | — | 49.1% | ||
| Q4 25 | 34.8% | 51.8% | ||
| Q3 25 | 35.3% | 50.3% | ||
| Q2 25 | 35.2% | 57.8% | ||
| Q1 25 | 35.3% | 49.4% | ||
| Q4 24 | 34.4% | 50.5% | ||
| Q3 24 | 35.2% | 50.0% | ||
| Q2 24 | 36.2% | 56.1% |
营业利润率CSVPI
| Q1 26 | — | 30.5% | ||
| Q4 25 | 23.3% | -2.9% | ||
| Q3 25 | 17.0% | 0.7% | ||
| Q2 25 | 23.5% | 11.1% | ||
| Q1 25 | 29.5% | -12.9% | ||
| Q4 24 | 21.6% | -3.9% | ||
| Q3 24 | 22.7% | -0.8% | ||
| Q2 24 | 18.0% | 8.8% |
净利率CSVPI
| Q1 26 | — | 11.2% | ||
| Q4 25 | 11.6% | -1.2% | ||
| Q3 25 | 6.4% | -13.3% | ||
| Q2 25 | 11.5% | 11.8% | ||
| Q1 25 | 19.5% | -11.4% | ||
| Q4 24 | 10.1% | -2.9% | ||
| Q3 24 | 9.8% | 0.2% | ||
| Q2 24 | 6.1% | 9.7% |
每股收益（稀释后）CSVPI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.76 | $-0.02 | ||
| Q3 25 | $0.41 | $-0.44 | ||
| Q2 25 | $0.74 | $0.39 | ||
| Q1 25 | $1.34 | $-0.30 | ||
| Q4 24 | $0.62 | $-0.06 | ||
| Q3 24 | $0.63 | $0.01 | ||
| Q2 24 | $0.40 | $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 | $1.7M | $131.8M |
| 总债务越低越好 | — | $241.5M |
| 股东权益账面价值 | $254.8M | — |
| 总资产 | $1.3B | $502.5M |
| 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CSVPI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $1.7M | $175.3M | ||
| Q3 25 | $1.2M | $190.1M | ||
| Q2 25 | $1.4M | $193.2M | ||
| Q1 25 | $4.6M | $147.9M | ||
| Q4 24 | $1.2M | $164.7M | ||
| Q3 24 | $1.3M | $170.3M | ||
| Q2 24 | $1.5M | $220.2M |
总债务CSVPI
| Q1 26 | — | $241.5M | ||
| Q4 25 | — | $280.9M | ||
| Q3 25 | — | $280.4M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $283.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CSVPI
| Q1 26 | — | — | ||
| Q4 25 | $254.8M | $209.2M | ||
| Q3 25 | $242.1M | $195.0M | ||
| Q2 25 | $235.4M | $187.7M | ||
| Q1 25 | $223.1M | $160.6M | ||
| Q4 24 | $208.6M | $149.9M | ||
| Q3 24 | $198.1M | $136.1M | ||
| Q2 24 | $187.9M | $117.0M |
总资产CSVPI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $1.3B | $545.2M | ||
| Q3 25 | $1.3B | $516.5M | ||
| Q2 25 | $1.3B | $508.8M | ||
| Q1 25 | $1.3B | $479.8M | ||
| Q4 24 | $1.3B | $489.1M | ||
| Q3 24 | $1.3B | $476.4M | ||
| Q2 24 | $1.3B | $446.1M |
负债/权益比CSVPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 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 | $14.1M | — |
| 自由现金流经营现金流 - 资本支出 | $6.2M | $2.2M |
| 自由现金流率自由现金流/营收 | 5.9% | 3.0% |
| 资本支出强度资本支出/营收 | 7.5% | — |
| 现金转化率经营现金流/净利润 | 1.15× | — |
| 过去12个月自由现金流最近4个季度 | $40.1M | $61.1M |
8季度趋势，按日历期对齐
经营现金流CSVPI
| Q1 26 | — | — | ||
| Q4 25 | $14.1M | $15.1M | ||
| Q3 25 | $24.7M | $20.9M | ||
| Q2 25 | $8.1M | $33.9M | ||
| Q1 25 | $13.8M | $-11.1M | ||
| Q4 24 | $9.3M | $12.6M | ||
| Q3 24 | $20.9M | $10.1M | ||
| Q2 24 | $2.2M | $45.5M |
自由现金流CSVPI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $6.2M | $13.6M | ||
| Q3 25 | $18.0M | $18.0M | ||
| Q2 25 | $5.2M | $27.3M | ||
| Q1 25 | $10.6M | $-13.0M | ||
| Q4 24 | $4.9M | $8.5M | ||
| Q3 24 | $16.2M | $4.7M | ||
| Q2 24 | $-1.4M | $44.1M |
自由现金流率CSVPI
| Q1 26 | — | 3.0% | ||
| Q4 25 | 5.9% | 14.7% | ||
| Q3 25 | 17.5% | 18.7% | ||
| Q2 25 | 5.1% | 27.9% | ||
| Q1 25 | 9.9% | -17.5% | ||
| Q4 24 | 5.0% | 9.3% | ||
| Q3 24 | 16.1% | 4.9% | ||
| Q2 24 | -1.4% | 43.0% |
资本支出强度CSVPI
| Q1 26 | — | — | ||
| Q4 25 | 7.5% | 1.6% | ||
| Q3 25 | 6.5% | 3.1% | ||
| Q2 25 | 2.8% | 6.7% | ||
| Q1 25 | 3.0% | 2.5% | ||
| Q4 24 | 4.5% | 4.5% | ||
| Q3 24 | 4.6% | 5.7% | ||
| Q2 24 | 3.5% | 1.3% |
现金转化率CSVPI
| Q1 26 | — | — | ||
| Q4 25 | 1.15× | — | ||
| Q3 25 | 3.76× | — | ||
| Q2 25 | 0.69× | 2.93× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.94× | — | ||
| Q3 24 | 2.11× | 45.56× | ||
| Q2 24 | 0.34× | 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
CSV
| Propertyand Merchandise | $47.8M | 45% |
| Cemetery Interment Rights | $24.8M | 23% |
| Merchandise | $18.9M | 18% |
| Other Revenue | $10.2M | 10% |
| Other | $3.9M | 4% |
PI
暂无分部数据
