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DigitalBridge Group, Inc.（DBRG）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
DigitalBridge Group, Inc.的季度营收约是IMPINJ INC的1.4倍（$105.7M vs $74.3M），DigitalBridge Group, Inc.净利率更高（61.5% vs 11.2%，领先50.3%），DigitalBridge Group, Inc.同比增速更快（4.1% vs -0.0%），DigitalBridge Group, Inc.自由现金流更多（$258.0M vs $2.2M），过去两年DigitalBridge Group, Inc.的营收复合增速更高（19.2% vs -14.9%）
DigitalBridge Group（DBRG）是全球领先的数字基础设施投资企业，核心业务覆盖通信基站、数据中心、光纤网络、小基站及边缘算力设施的投资、持有与运营。公司总部位于美国博卡拉顿，在洛杉矶、纽约、丹佛、伦敦、新加坡多地设有办公点，截至2025年6月，旗下管理资产规模达1060亿美元。
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。
DBRG vs PI — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $105.7M | $74.3M |
| 净利润 | $65.1M | $8.3M |
| 毛利率 | — | 49.1% |
| 营业利润率 | — | 30.5% |
| 净利率 | 61.5% | 11.2% |
| 营收同比 | 4.1% | -0.0% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.28 | $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 | $105.7M | $92.8M | ||
| Q3 25 | $93.3M | $96.1M | ||
| Q2 25 | $85.3M | $97.9M | ||
| Q1 25 | $90.1M | $74.3M | ||
| Q4 24 | $101.6M | $91.6M | ||
| Q3 24 | $76.6M | $95.2M | ||
| Q2 24 | $390.3M | $102.5M |
| Q1 26 | — | $8.3M | ||
| Q4 25 | $65.1M | $-1.1M | ||
| Q3 25 | $31.4M | $-12.8M | ||
| Q2 25 | $31.6M | $11.6M | ||
| Q1 25 | $13.8M | $-8.5M | ||
| Q4 24 | — | $-2.7M | ||
| Q3 24 | $13.8M | $221.0K | ||
| Q2 24 | $91.4M | $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 | — | -2.9% | ||
| Q3 25 | -13.9% | 0.7% | ||
| Q2 25 | -31.2% | 11.1% | ||
| Q1 25 | -11.5% | -12.9% | ||
| Q4 24 | 5.7% | -3.9% | ||
| Q3 24 | 62.4% | -0.8% | ||
| Q2 24 | 33.5% | 8.8% |
| Q1 26 | — | 11.2% | ||
| Q4 25 | 61.5% | -1.2% | ||
| Q3 25 | 33.7% | -13.3% | ||
| Q2 25 | 37.1% | 11.8% | ||
| Q1 25 | 15.3% | -11.4% | ||
| Q4 24 | — | -2.9% | ||
| Q3 24 | 18.0% | 0.2% | ||
| Q2 24 | 23.4% | 9.7% |
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.28 | $-0.02 | ||
| Q3 25 | $0.09 | $-0.44 | ||
| Q2 25 | $0.10 | $0.39 | ||
| Q1 25 | $-0.01 | $-0.30 | ||
| Q4 24 | — | $-0.06 | ||
| Q3 24 | $-0.01 | $0.01 | ||
| Q2 24 | $0.44 | $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 | $382.5M | $131.8M |
| 总债务越低越好 | $298.8M | $241.5M |
| 股东权益账面价值 | $2.1B | — |
| 总资产 | $3.4B | $502.5M |
| 负债/权益比越低杠杆越低 | 0.14× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $131.8M | ||
| Q4 25 | $382.5M | $175.3M | ||
| Q3 25 | $358.4M | $190.1M | ||
| Q2 25 | $340.7M | $193.2M | ||
| Q1 25 | $349.9M | $147.9M | ||
| Q4 24 | $302.2M | $164.7M | ||
| Q3 24 | $294.4M | $170.3M | ||
| Q2 24 | $261.2M | $220.2M |
| Q1 26 | — | $241.5M | ||
| Q4 25 | $298.8M | $280.9M | ||
| Q3 25 | $327.9M | $280.4M | ||
| Q2 25 | $298.0M | — | ||
| Q1 25 | $296.9M | — | ||
| Q4 24 | $296.4M | $283.5M | ||
| Q3 24 | $295.8M | — | ||
| Q2 24 | $295.3M | — |
| Q1 26 | — | — | ||
| Q4 25 | $2.1B | $209.2M | ||
| Q3 25 | $2.1B | $195.0M | ||
| Q2 25 | $2.0B | $187.7M | ||
| Q1 25 | $2.0B | $160.6M | ||
| Q4 24 | $2.0B | $149.9M | ||
| Q3 24 | $2.0B | $136.1M | ||
| Q2 24 | $2.0B | $117.0M |
| Q1 26 | — | $502.5M | ||
| Q4 25 | $3.4B | $545.2M | ||
| Q3 25 | $3.5B | $516.5M | ||
| Q2 25 | $3.4B | $508.8M | ||
| Q1 25 | $3.4B | $479.8M | ||
| Q4 24 | $3.5B | $489.1M | ||
| Q3 24 | $3.5B | $476.4M | ||
| Q2 24 | $3.5B | $446.1M |
| Q1 26 | — | — | ||
| Q4 25 | 0.14× | 1.34× | ||
| Q3 25 | 0.16× | 1.44× | ||
| Q2 25 | 0.15× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | 1.89× | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.15× | — |
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 | $259.3M | — |
| 自由现金流经营现金流 - 资本支出 | $258.0M | $2.2M |
| 自由现金流率自由现金流/营收 | 244.0% | 3.0% |
| 资本支出强度资本支出/营收 | 1.3% | — |
| 现金转化率经营现金流/净利润 | 3.99× | — |
| 过去12个月自由现金流最近4个季度 | $440.5M | $61.1M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $259.3M | $15.1M | ||
| Q3 25 | $56.5M | $20.9M | ||
| Q2 25 | $77.0M | $33.9M | ||
| Q1 25 | $50.3M | $-11.1M | ||
| Q4 24 | $60.1M | $12.6M | ||
| Q3 24 | $35.9M | $10.1M | ||
| Q2 24 | $22.5M | $45.5M |
| Q1 26 | — | $2.2M | ||
| Q4 25 | $258.0M | $13.6M | ||
| Q3 25 | $56.1M | $18.0M | ||
| Q2 25 | $76.4M | $27.3M | ||
| Q1 25 | $50.0M | $-13.0M | ||
| Q4 24 | $56.5M | $8.5M | ||
| Q3 24 | — | $4.7M | ||
| Q2 24 | $22.3M | $44.1M |
| Q1 26 | — | 3.0% | ||
| Q4 25 | 244.0% | 14.7% | ||
| Q3 25 | 60.2% | 18.7% | ||
| Q2 25 | 89.5% | 27.9% | ||
| Q1 25 | 55.5% | -17.5% | ||
| Q4 24 | 55.7% | 9.3% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | 5.7% | 43.0% |
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 1.6% | ||
| Q3 25 | 0.4% | 3.1% | ||
| Q2 25 | 0.7% | 6.7% | ||
| Q1 25 | 0.3% | 2.5% | ||
| Q4 24 | 3.5% | 4.5% | ||
| Q3 24 | 0.0% | 5.7% | ||
| Q2 24 | 0.1% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 3.99× | — | ||
| Q3 25 | 1.80× | — | ||
| Q2 25 | 2.43× | 2.93× | ||
| Q1 25 | 3.65× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.61× | 45.56× | ||
| Q2 24 | 0.25× | 4.56× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
