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Donnelley Financial Solutions, Inc.（DFIN）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
Donnelley Financial Solutions, Inc.的季度营收约是IMPINJ INC的2.3倍（$172.5M vs $74.3M），IMPINJ INC净利率更高（11.2% vs 3.6%，领先7.6%），Donnelley Financial Solutions, Inc.同比增速更快（10.4% vs -0.0%），Donnelley Financial Solutions, Inc.自由现金流更多（$47.9M vs $2.2M），过去两年Donnelley Financial Solutions, Inc.的营收复合增速更高（-7.9% vs -14.9%）
唐nelley金融解决方案（DFIN）是一家总部位于美国伊利诺伊州芝加哥市的金融合规企业，面向资本市场与投资市场的各类企业，提供符合美国监管要求的软件即服务产品、软件赋能服务、印刷业务及合规相关服务，助力客户满足合规要求。
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。
DFIN vs PI — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $172.5M | $74.3M |
| 净利润 | $6.2M | $8.3M |
| 毛利率 | — | 49.1% |
| 营业利润率 | 8.3% | 30.5% |
| 净利率 | 3.6% | 11.2% |
| 营收同比 | 10.4% | -0.0% |
| 净利润同比 | -1.6% | — |
| 每股收益（稀释后） | $0.31 | $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 | $172.5M | $92.8M | ||
| Q3 25 | $175.3M | $96.1M | ||
| Q2 25 | $218.1M | $97.9M | ||
| Q1 25 | $201.1M | $74.3M | ||
| Q4 24 | $156.3M | $91.6M | ||
| Q3 24 | $179.5M | $95.2M | ||
| Q2 24 | $242.7M | $102.5M |
| Q1 26 | — | $8.3M | ||
| Q4 25 | $6.2M | $-1.1M | ||
| Q3 25 | $-40.9M | $-12.8M | ||
| Q2 25 | $36.1M | $11.6M | ||
| Q1 25 | $31.0M | $-8.5M | ||
| Q4 24 | $6.3M | $-2.7M | ||
| Q3 24 | $8.7M | $221.0K | ||
| Q2 24 | $44.1M | $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 | 8.3% | -2.9% | ||
| Q3 25 | 16.1% | 0.7% | ||
| Q2 25 | 24.2% | 11.1% | ||
| Q1 25 | 22.8% | -12.9% | ||
| Q4 24 | 6.0% | -3.9% | ||
| Q3 24 | 10.1% | -0.8% | ||
| Q2 24 | 26.6% | 8.8% |
| Q1 26 | — | 11.2% | ||
| Q4 25 | 3.6% | -1.2% | ||
| Q3 25 | -23.3% | -13.3% | ||
| Q2 25 | 16.6% | 11.8% | ||
| Q1 25 | 15.4% | -11.4% | ||
| Q4 24 | 4.0% | -2.9% | ||
| Q3 24 | 4.8% | 0.2% | ||
| Q2 24 | 18.2% | 9.7% |
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.31 | $-0.02 | ||
| Q3 25 | $-1.49 | $-0.44 | ||
| Q2 25 | $1.28 | $0.39 | ||
| Q1 25 | $1.05 | $-0.30 | ||
| Q4 24 | $0.21 | $-0.06 | ||
| Q3 24 | $0.29 | $0.01 | ||
| Q2 24 | $1.47 | $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 | $24.5M | $131.8M |
| 总债务越低越好 | $171.3M | $241.5M |
| 股东权益账面价值 | $379.2M | — |
| 总资产 | $800.4M | $502.5M |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $131.8M | ||
| Q4 25 | $24.5M | $175.3M | ||
| Q3 25 | $22.7M | $190.1M | ||
| Q2 25 | $33.8M | $193.2M | ||
| Q1 25 | $16.2M | $147.9M | ||
| Q4 24 | $57.3M | $164.7M | ||
| Q3 24 | $33.6M | $170.3M | ||
| Q2 24 | $35.0M | $220.2M |
| Q1 26 | — | $241.5M | ||
| Q4 25 | $171.3M | $280.9M | ||
| Q3 25 | $154.7M | $280.4M | ||
| Q2 25 | $190.1M | — | ||
| Q1 25 | $189.5M | — | ||
| Q4 24 | $124.7M | $283.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $379.2M | $209.2M | ||
| Q3 25 | $423.1M | $195.0M | ||
| Q2 25 | $432.1M | $187.7M | ||
| Q1 25 | $419.9M | $160.6M | ||
| Q4 24 | $436.1M | $149.9M | ||
| Q3 24 | $444.5M | $136.1M | ||
| Q2 24 | $441.5M | $117.0M |
| Q1 26 | — | $502.5M | ||
| Q4 25 | $800.4M | $545.2M | ||
| Q3 25 | $816.3M | $516.5M | ||
| Q2 25 | $874.7M | $508.8M | ||
| Q1 25 | $852.8M | $479.8M | ||
| Q4 24 | $841.6M | $489.1M | ||
| Q3 24 | $843.6M | $476.4M | ||
| Q2 24 | $882.9M | $446.1M |
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | 1.34× | ||
| Q3 25 | 0.37× | 1.44× | ||
| Q2 25 | 0.44× | — | ||
| Q1 25 | 0.45× | — | ||
| Q4 24 | 0.29× | 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 | $59.8M | — |
| 自由现金流经营现金流 - 资本支出 | $47.9M | $2.2M |
| 自由现金流率自由现金流/营收 | 27.8% | 3.0% |
| 资本支出强度资本支出/营收 | 6.9% | — |
| 现金转化率经营现金流/净利润 | 9.65× | — |
| 过去12个月自由现金流最近4个季度 | $107.8M | $61.1M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $59.8M | $15.1M | ||
| Q3 25 | $74.4M | $20.9M | ||
| Q2 25 | $68.4M | $33.9M | ||
| Q1 25 | $-37.7M | $-11.1M | ||
| Q4 24 | $56.4M | $12.6M | ||
| Q3 24 | $86.4M | $10.1M | ||
| Q2 24 | $56.2M | $45.5M |
| Q1 26 | — | $2.2M | ||
| Q4 25 | $47.9M | $13.6M | ||
| Q3 25 | $59.2M | $18.0M | ||
| Q2 25 | $51.7M | $27.3M | ||
| Q1 25 | $-51.0M | $-13.0M | ||
| Q4 24 | $41.3M | $8.5M | ||
| Q3 24 | $67.3M | $4.7M | ||
| Q2 24 | $36.8M | $44.1M |
| Q1 26 | — | 3.0% | ||
| Q4 25 | 27.8% | 14.7% | ||
| Q3 25 | 33.8% | 18.7% | ||
| Q2 25 | 23.7% | 27.9% | ||
| Q1 25 | -25.4% | -17.5% | ||
| Q4 24 | 26.4% | 9.3% | ||
| Q3 24 | 37.5% | 4.9% | ||
| Q2 24 | 15.2% | 43.0% |
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 1.6% | ||
| Q3 25 | 8.7% | 3.1% | ||
| Q2 25 | 7.7% | 6.7% | ||
| Q1 25 | 6.6% | 2.5% | ||
| Q4 24 | 9.7% | 4.5% | ||
| Q3 24 | 10.6% | 5.7% | ||
| Q2 24 | 8.0% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 9.65× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.89× | 2.93× | ||
| Q1 25 | -1.22× | — | ||
| Q4 24 | 8.95× | — | ||
| Q3 24 | 9.93× | 45.56× | ||
| Q2 24 | 1.27× | 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
DFIN
| Technology Service | $68.0M | 39% |
| Capital Markets Compliance And Communications Management | $61.6M | 36% |
| Investment Companies Software Solutions | $30.9M | 18% |
| Print And Distribution Service | $13.6M | 8% |
PI
暂无分部数据
