vs
杜邦(DD)与Fabrinet(FN)财务数据对比。点击上方公司名可切换其他公司
杜邦的季度营收约是Fabrinet的1.5倍($1.7B vs $1.1B),Fabrinet净利率更高(9.9% vs 9.8%,领先0.2%),Fabrinet同比增速更快(35.9% vs 4.0%),过去两年Fabrinet的营收复合增速更高(24.4% vs -27.2%)
杜邦(DuPont de Nemours, Inc.)是1802年由法裔美国化学家、实业家埃莱乌泰尔·伊雷内·杜邦创立的美国跨国化工企业,最初以火药供应为核心业务起家,在发展过程中对美国特拉华州的建设推进起到了重要作用,业务布局覆盖全球多个地区。
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。
DD vs FN — 直观对比
营收规模更大
DD
是对方的1.5倍
$1.1B
营收增速更快
FN
高出31.9%
4.0%
净利率更高
FN
高出0.2%
9.8%
两年增速更快
FN
近两年复合增速
-27.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $1.1B |
| 净利润 | $164.0M | $112.6M |
| 毛利率 | 35.8% | 12.2% |
| 营业利润率 | — | 10.1% |
| 净利率 | 9.8% | 9.9% |
| 营收同比 | 4.0% | 35.9% |
| 净利润同比 | — | 30.0% |
| 每股收益(稀释后) | $0.36 | $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
DD
FN
| Q1 26 | $1.7B | — | ||
| Q4 25 | $-2.5B | $1.1B | ||
| Q3 25 | $3.1B | $978.1M | ||
| Q2 25 | $3.3B | $909.7M | ||
| Q1 25 | $3.1B | $871.8M | ||
| Q4 24 | $3.1B | $833.6M | ||
| Q3 24 | $3.2B | $804.2M | ||
| Q2 24 | $3.2B | $753.3M |
净利润
DD
FN
| Q1 26 | $164.0M | — | ||
| Q4 25 | $-126.0M | $112.6M | ||
| Q3 25 | $-123.0M | $95.9M | ||
| Q2 25 | $59.0M | $87.2M | ||
| Q1 25 | $-589.0M | $81.3M | ||
| Q4 24 | $-118.0M | $86.6M | ||
| Q3 24 | $454.0M | $77.4M | ||
| Q2 24 | $178.0M | $81.1M |
毛利率
DD
FN
| Q1 26 | 35.8% | — | ||
| Q4 25 | — | 12.2% | ||
| Q3 25 | 38.9% | 11.9% | ||
| Q2 25 | 37.3% | 12.2% | ||
| Q1 25 | 37.4% | 11.7% | ||
| Q4 24 | 36.4% | 12.1% | ||
| Q3 24 | 37.4% | 12.3% | ||
| Q2 24 | 37.1% | 12.3% |
营业利润率
DD
FN
| Q1 26 | — | — | ||
| Q4 25 | — | 10.1% | ||
| Q3 25 | 10.6% | 9.6% | ||
| Q2 25 | 9.4% | 9.8% | ||
| Q1 25 | -14.0% | 9.0% | ||
| Q4 24 | 1.4% | 9.5% | ||
| Q3 24 | 18.4% | 9.6% | ||
| Q2 24 | 9.3% | 9.7% |
净利率
DD
FN
| Q1 26 | 9.8% | — | ||
| Q4 25 | 4.9% | 9.9% | ||
| Q3 25 | -4.0% | 9.8% | ||
| Q2 25 | 1.8% | 9.6% | ||
| Q1 25 | -19.2% | 9.3% | ||
| Q4 24 | -3.8% | 10.4% | ||
| Q3 24 | 14.2% | 9.6% | ||
| Q2 24 | 5.6% | 10.8% |
每股收益(稀释后)
DD
FN
| Q1 26 | $0.36 | — | ||
| Q4 25 | $-0.30 | $3.11 | ||
| Q3 25 | $-0.29 | $2.66 | ||
| Q2 25 | $0.14 | $2.41 | ||
| Q1 25 | $-1.41 | $2.25 | ||
| Q4 24 | $-0.28 | $2.38 | ||
| Q3 24 | $1.08 | $2.13 | ||
| Q2 24 | $0.42 | $2.22 |
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 | $710.0M | $960.8M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $14.2B | $2.2B |
| 总资产 | $21.4B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.22× | — |
8季度趋势,按日历期对齐
现金及短期投资
DD
FN
| Q1 26 | $710.0M | — | ||
| Q4 25 | $715.0M | $960.8M | ||
| Q3 25 | $2.0B | $968.8M | ||
| Q2 25 | $1.8B | $934.2M | ||
| Q1 25 | $1.8B | $950.7M | ||
| Q4 24 | $1.9B | $934.6M | ||
| Q3 24 | $1.6B | $908.9M | ||
| Q2 24 | $1.5B | $858.6M |
总债务
DD
FN
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | — | ||
| Q3 25 | $7.0B | — | ||
| Q2 25 | $5.3B | — | ||
| Q1 25 | $5.3B | — | ||
| Q4 24 | $5.3B | — | ||
| Q3 24 | $7.2B | — | ||
| Q2 24 | $7.2B | — |
股东权益
DD
FN
| Q1 26 | $14.2B | — | ||
| Q4 25 | $13.9B | $2.2B | ||
| Q3 25 | $22.9B | $2.1B | ||
| Q2 25 | $23.1B | $2.0B | ||
| Q1 25 | $22.8B | $1.9B | ||
| Q4 24 | $23.4B | $1.8B | ||
| Q3 24 | $24.2B | $1.8B | ||
| Q2 24 | $23.3B | $1.7B |
总资产
DD
FN
| Q1 26 | $21.4B | — | ||
| Q4 25 | $21.6B | $3.3B | ||
| Q3 25 | $38.0B | $3.0B | ||
| Q2 25 | $36.6B | $2.8B | ||
| Q1 25 | $36.0B | $2.6B | ||
| Q4 24 | $36.6B | $2.5B | ||
| Q3 24 | $37.5B | $2.4B | ||
| Q2 24 | $36.6B | $2.3B |
负债/权益比
DD
FN
| Q1 26 | 0.22× | — | ||
| Q4 25 | 0.23× | — | ||
| Q3 25 | 0.31× | — | ||
| Q2 25 | 0.23× | — | ||
| Q1 25 | 0.23× | — | ||
| Q4 24 | 0.23× | — | ||
| Q3 24 | 0.30× | — | ||
| Q2 24 | 0.31× | — |
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 | — | $46.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-5.3M |
| 自由现金流率自由现金流/营收 | — | -0.5% |
| 资本支出强度资本支出/营收 | 6.1% | 4.6% |
| 现金转化率经营现金流/净利润 | — | 0.41× |
| 过去12个月自由现金流最近4个季度 | — | $102.3M |
8季度趋势,按日历期对齐
经营现金流
DD
FN
| Q1 26 | — | — | ||
| Q4 25 | $-700.0M | $46.3M | ||
| Q3 25 | $497.0M | $102.6M | ||
| Q2 25 | $381.0M | $55.1M | ||
| Q1 25 | $382.0M | $74.2M | ||
| Q4 24 | $564.0M | $115.9M | ||
| Q3 24 | $737.0M | $83.2M | ||
| Q2 24 | $527.0M | $83.1M |
自由现金流
DD
FN
| Q1 26 | — | — | ||
| Q4 25 | $-850.0M | $-5.3M | ||
| Q3 25 | $379.0M | $57.3M | ||
| Q2 25 | $265.0M | $4.7M | ||
| Q1 25 | $133.0M | $45.7M | ||
| Q4 24 | $403.0M | $94.0M | ||
| Q3 24 | $628.0M | $62.9M | ||
| Q2 24 | $425.0M | $70.4M |
自由现金流率
DD
FN
| Q1 26 | — | — | ||
| Q4 25 | 33.4% | -0.5% | ||
| Q3 25 | 12.3% | 5.9% | ||
| Q2 25 | 8.1% | 0.5% | ||
| Q1 25 | 4.3% | 5.2% | ||
| Q4 24 | 13.0% | 11.3% | ||
| Q3 24 | 19.7% | 7.8% | ||
| Q2 24 | 13.4% | 9.3% |
资本支出强度
DD
FN
| Q1 26 | 6.1% | — | ||
| Q4 25 | -5.9% | 4.6% | ||
| Q3 25 | 3.8% | 4.6% | ||
| Q2 25 | 3.6% | 5.5% | ||
| Q1 25 | 8.1% | 3.3% | ||
| Q4 24 | 5.2% | 2.6% | ||
| Q3 24 | 3.4% | 2.5% | ||
| Q2 24 | 3.2% | 1.7% |
现金转化率
DD
FN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.41× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | 6.46× | 0.63× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | 1.62× | 1.07× | ||
| Q2 24 | 2.96× | 1.02× |
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
DD
暂无分部数据
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |