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CANTALOUPE, INC.（CTLP）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
CANTALOUPE, INC.的季度营收约是IMPINJ INC的1.1倍（$78.7M vs $74.3M），IMPINJ INC净利率更高（11.2% vs -0.1%，领先11.3%），CANTALOUPE, INC.同比增速更快（6.8% vs -0.0%），IMPINJ INC自由现金流更多（$2.2M vs $-614.0K），过去两年CANTALOUPE, INC.的营收复合增速更高（7.7% vs -14.9%）
坎塔卢波（原美国技术公司）是一家美国科技企业，核心业务为ePort无现金支付受理技术，依托持专利的PCI合规ePort Connect服务开展运营。该服务可通过无线方式为消费者提供信用卡、借记卡以及Apple Pay、Google Pay等NFC钱包支付选项，同时为运营商提供遥测与机器间通信服务，ePort技术主要应用于...
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。
CTLP vs PI — 直观对比
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $78.7M | $74.3M |
| 净利润 | $-70.0K | $8.3M |
| 毛利率 | — | 49.1% |
| 营业利润率 | 2.0% | 30.5% |
| 净利率 | -0.1% | 11.2% |
| 营收同比 | 6.8% | -0.0% |
| 净利润同比 | -101.4% | — |
| 每股收益（稀释后） | $0.00 | $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
| Q1 26 | — | $74.3M | ||
| Q4 25 | $78.7M | $92.8M | ||
| Q3 25 | $80.9M | $96.1M | ||
| Q2 25 | $82.6M | $97.9M | ||
| Q1 25 | $75.4M | $74.3M | ||
| Q4 24 | $73.7M | $91.6M | ||
| Q3 24 | $70.8M | $95.2M | ||
| Q2 24 | $72.7M | $102.5M |
| Q1 26 | — | $8.3M | ||
| Q4 25 | $-70.0K | $-1.1M | ||
| Q3 25 | $-919.0K | $-12.8M | ||
| Q2 25 | $6.8M | $11.6M | ||
| Q1 25 | $49.2M | $-8.5M | ||
| Q4 24 | $5.0M | $-2.7M | ||
| Q3 24 | $3.6M | $221.0K | ||
| Q2 24 | $2.2M | $10.0M |
| Q1 26 | — | 49.1% | ||
| Q4 25 | — | 51.8% | ||
| Q3 25 | — | 50.3% | ||
| Q2 25 | — | 57.8% | ||
| Q1 25 | — | 49.4% | ||
| Q4 24 | — | 50.5% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 56.1% |
| Q1 26 | — | 30.5% | ||
| Q4 25 | 2.0% | -2.9% | ||
| Q3 25 | 2.0% | 0.7% | ||
| Q2 25 | 6.3% | 11.1% | ||
| Q1 25 | 9.1% | -12.9% | ||
| Q4 24 | 8.4% | -3.9% | ||
| Q3 24 | 5.8% | -0.8% | ||
| Q2 24 | 4.9% | 8.8% |
| Q1 26 | — | 11.2% | ||
| Q4 25 | -0.1% | -1.2% | ||
| Q3 25 | -1.1% | -13.3% | ||
| Q2 25 | 8.3% | 11.8% | ||
| Q1 25 | 65.2% | -11.4% | ||
| Q4 24 | 6.7% | -2.9% | ||
| Q3 24 | 5.0% | 0.2% | ||
| Q2 24 | 3.0% | 9.7% |
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.00 | $-0.02 | ||
| Q3 25 | $-0.02 | $-0.44 | ||
| Q2 25 | $0.10 | $0.39 | ||
| Q1 25 | $0.65 | $-0.30 | ||
| Q4 24 | $0.07 | $-0.06 | ||
| Q3 24 | $0.04 | $0.01 | ||
| Q2 24 | $0.03 | $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 | $53.0M | $131.8M |
| 总债务越低越好 | $37.7M | $241.5M |
| 股东权益账面价值 | $252.5M | — |
| 总资产 | $381.9M | $502.5M |
| 负债/权益比越低杠杆越低 | 0.15× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $131.8M | ||
| Q4 25 | $53.0M | $175.3M | ||
| Q3 25 | $55.0M | $190.1M | ||
| Q2 25 | $51.1M | $193.2M | ||
| Q1 25 | $46.3M | $147.9M | ||
| Q4 24 | $27.7M | $164.7M | ||
| Q3 24 | $33.1M | $170.3M | ||
| Q2 24 | $58.9M | $220.2M |
| Q1 26 | — | $241.5M | ||
| Q4 25 | $37.7M | $280.9M | ||
| Q3 25 | $38.3M | $280.4M | ||
| Q2 25 | $38.7M | — | ||
| Q1 25 | $39.2M | — | ||
| Q4 24 | $37.0M | $283.5M | ||
| Q3 24 | $37.3M | — | ||
| Q2 24 | $37.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | $252.5M | $209.2M | ||
| Q3 25 | $251.8M | $195.0M | ||
| Q2 25 | $251.0M | $187.7M | ||
| Q1 25 | $240.7M | $160.6M | ||
| Q4 24 | $190.1M | $149.9M | ||
| Q3 24 | $186.2M | $136.1M | ||
| Q2 24 | $181.7M | $117.0M |
| Q1 26 | — | $502.5M | ||
| Q4 25 | $381.9M | $545.2M | ||
| Q3 25 | $389.5M | $516.5M | ||
| Q2 25 | $381.9M | $508.8M | ||
| Q1 25 | $370.5M | $479.8M | ||
| Q4 24 | $303.0M | $489.1M | ||
| Q3 24 | $312.1M | $476.4M | ||
| Q2 24 | $335.6M | $446.1M |
| Q1 26 | — | — | ||
| Q4 25 | 0.15× | 1.34× | ||
| Q3 25 | 0.15× | 1.44× | ||
| Q2 25 | 0.15× | — | ||
| Q1 25 | 0.16× | — | ||
| Q4 24 | 0.19× | 1.89× | ||
| Q3 24 | 0.20× | — | ||
| Q2 24 | 0.21× | — |
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 | $3.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-614.0K | $2.2M |
| 自由现金流率自由现金流/营收 | -0.8% | 3.0% |
| 资本支出强度资本支出/营收 | 4.8% | — |
| 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 | $25.8M | $61.1M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $3.1M | $15.1M | ||
| Q3 25 | $7.0M | $20.9M | ||
| Q2 25 | $9.4M | $33.9M | ||
| Q1 25 | $22.4M | $-11.1M | ||
| Q4 24 | $522.0K | $12.6M | ||
| Q3 24 | $-12.0M | $10.1M | ||
| Q2 24 | $14.3M | $45.5M |
| Q1 26 | — | $2.2M | ||
| Q4 25 | $-614.0K | $13.6M | ||
| Q3 25 | $3.5M | $18.0M | ||
| Q2 25 | $4.3M | $27.3M | ||
| Q1 25 | $18.6M | $-13.0M | ||
| Q4 24 | $-3.8M | $8.5M | ||
| Q3 24 | $-15.8M | $4.7M | ||
| Q2 24 | $8.5M | $44.1M |
| Q1 26 | — | 3.0% | ||
| Q4 25 | -0.8% | 14.7% | ||
| Q3 25 | 4.4% | 18.7% | ||
| Q2 25 | 5.3% | 27.9% | ||
| Q1 25 | 24.6% | -17.5% | ||
| Q4 24 | -5.1% | 9.3% | ||
| Q3 24 | -22.3% | 4.9% | ||
| Q2 24 | 11.7% | 43.0% |
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | 1.6% | ||
| Q3 25 | 4.2% | 3.1% | ||
| Q2 25 | 6.2% | 6.7% | ||
| Q1 25 | 5.1% | 2.5% | ||
| Q4 24 | 5.8% | 4.5% | ||
| Q3 24 | 5.4% | 5.7% | ||
| Q2 24 | 7.9% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.38× | 2.93× | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | 0.10× | — | ||
| Q3 24 | -3.36× | 45.56× | ||
| Q2 24 | 6.47× | 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
CTLP
| Transaction Processing | $47.9M | 61% |
| Subscription Revenue | $21.8M | 28% |
| Products | $9.0M | 11% |
PI
暂无分部数据
