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DIGI INTERNATIONAL INC(DGII)与IMPINJ INC(PI)财务数据对比。点击上方公司名可切换其他公司
DIGI INTERNATIONAL INC的季度营收约是IMPINJ INC的1.8倍($130.7M vs $74.3M),IMPINJ INC净利率更高(11.2% vs 8.6%,领先2.6%),DIGI INTERNATIONAL INC同比增速更快(25.1% vs -0.0%),过去两年DIGI INTERNATIONAL INC的营收复合增速更高(11.5% vs -14.9%)
Digi International Inc.是总部位于美国明尼苏达州霍普金斯的工业物联网(IIoT)科技企业,成立于1985年。上世纪90年代初,该公司以生产多线路串行数据卡闻名,可支持兼容机运行多线路公告板系统(BBS)。90年代末互联网兴起后,公司逐步转向网络接入设备与工业监测领域布局。
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。
DGII vs PI — 直观对比
营收规模更大
DGII
是对方的1.8倍
$74.3M
营收增速更快
DGII
高出25.1%
-0.0%
净利率更高
PI
高出2.6%
8.6%
两年增速更快
DGII
近两年复合增速
-14.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $130.7M | $74.3M |
| 净利润 | $11.3M | $8.3M |
| 毛利率 | 64.0% | 49.1% |
| 营业利润率 | 13.1% | 30.5% |
| 净利率 | 8.6% | 11.2% |
| 营收同比 | 25.1% | -0.0% |
| 净利润同比 | 7.7% | — |
| 每股收益(稀释后) | $0.29 | $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
DGII
PI
| Q1 26 | $130.7M | $74.3M | ||
| Q4 25 | $122.5M | $92.8M | ||
| Q3 25 | $114.3M | $96.1M | ||
| Q2 25 | $107.5M | $97.9M | ||
| Q1 25 | $104.5M | $74.3M | ||
| Q4 24 | $103.9M | $91.6M | ||
| Q3 24 | $105.1M | $95.2M | ||
| Q2 24 | $105.2M | $102.5M |
净利润
DGII
PI
| Q1 26 | $11.3M | $8.3M | ||
| Q4 25 | $11.7M | $-1.1M | ||
| Q3 25 | $10.0M | $-12.8M | ||
| Q2 25 | $10.2M | $11.6M | ||
| Q1 25 | $10.5M | $-8.5M | ||
| Q4 24 | $10.1M | $-2.7M | ||
| Q3 24 | $11.9M | $221.0K | ||
| Q2 24 | $9.7M | $10.0M |
毛利率
DGII
PI
| Q1 26 | 64.0% | 49.1% | ||
| Q4 25 | 62.4% | 51.8% | ||
| Q3 25 | 63.9% | 50.3% | ||
| Q2 25 | 63.5% | 57.8% | ||
| Q1 25 | 62.1% | 49.4% | ||
| Q4 24 | 62.0% | 50.5% | ||
| Q3 24 | 61.1% | 50.0% | ||
| Q2 24 | 59.2% | 56.1% |
营业利润率
DGII
PI
| Q1 26 | 13.1% | 30.5% | ||
| Q4 25 | 13.3% | -2.9% | ||
| Q3 25 | 12.5% | 0.7% | ||
| Q2 25 | 13.9% | 11.1% | ||
| Q1 25 | 13.1% | -12.9% | ||
| Q4 24 | 12.9% | -3.9% | ||
| Q3 24 | 14.2% | -0.8% | ||
| Q2 24 | 12.3% | 8.8% |
净利率
DGII
PI
| Q1 26 | 8.6% | 11.2% | ||
| Q4 25 | 9.6% | -1.2% | ||
| Q3 25 | 8.7% | -13.3% | ||
| Q2 25 | 9.5% | 11.8% | ||
| Q1 25 | 10.0% | -11.4% | ||
| Q4 24 | 9.7% | -2.9% | ||
| Q3 24 | 11.3% | 0.2% | ||
| Q2 24 | 9.2% | 9.7% |
每股收益(稀释后)
DGII
PI
| Q1 26 | $0.29 | $0.14 | ||
| Q4 25 | $0.31 | $-0.02 | ||
| Q3 25 | $0.26 | $-0.44 | ||
| Q2 25 | $0.27 | $0.39 | ||
| Q1 25 | $0.28 | $-0.30 | ||
| Q4 24 | $0.27 | $-0.06 | ||
| Q3 24 | $0.32 | $0.01 | ||
| Q2 24 | $0.26 | $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 | $31.7M | $131.8M |
| 总债务越低越好 | $143.0M | $241.5M |
| 股东权益账面价值 | $666.0M | — |
| 总资产 | $974.2M | $502.5M |
| 负债/权益比越低杠杆越低 | 0.21× | — |
8季度趋势,按日历期对齐
现金及短期投资
DGII
PI
| Q1 26 | $31.7M | $131.8M | ||
| Q4 25 | $30.9M | $175.3M | ||
| Q3 25 | $21.9M | $190.1M | ||
| Q2 25 | $20.1M | $193.2M | ||
| Q1 25 | $26.3M | $147.9M | ||
| Q4 24 | $25.9M | $164.7M | ||
| Q3 24 | $27.5M | $170.3M | ||
| Q2 24 | $28.3M | $220.2M |
总债务
DGII
PI
| Q1 26 | $143.0M | $241.5M | ||
| Q4 25 | $135.0M | $280.9M | ||
| Q3 25 | $159.2M | $280.4M | ||
| Q2 25 | $40.1M | — | ||
| Q1 25 | $70.0M | — | ||
| Q4 24 | $95.0M | $283.5M | ||
| Q3 24 | $123.2M | — | ||
| Q2 24 | $151.6M | — |
股东权益
DGII
PI
| Q1 26 | $666.0M | — | ||
| Q4 25 | $649.2M | $209.2M | ||
| Q3 25 | $636.1M | $195.0M | ||
| Q2 25 | $621.5M | $187.7M | ||
| Q1 25 | $605.2M | $160.6M | ||
| Q4 24 | $590.7M | $149.9M | ||
| Q3 24 | $581.0M | $136.1M | ||
| Q2 24 | $563.1M | $117.0M |
总资产
DGII
PI
| Q1 26 | $974.2M | $502.5M | ||
| Q4 25 | $918.4M | $545.2M | ||
| Q3 25 | $922.6M | $516.5M | ||
| Q2 25 | $770.3M | $508.8M | ||
| Q1 25 | $781.0M | $479.8M | ||
| Q4 24 | $796.1M | $489.1M | ||
| Q3 24 | $815.1M | $476.4M | ||
| Q2 24 | $820.4M | $446.1M |
负债/权益比
DGII
PI
| Q1 26 | 0.21× | — | ||
| Q4 25 | 0.21× | 1.34× | ||
| Q3 25 | 0.25× | 1.44× | ||
| Q2 25 | 0.06× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.16× | 1.89× | ||
| Q3 24 | 0.21× | — | ||
| Q2 24 | 0.27× | — |
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 | $77.1M | — |
| 自由现金流经营现金流 - 资本支出 | — | $2.2M |
| 自由现金流率自由现金流/营收 | — | 3.0% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 6.82× | — |
| 过去12个月自由现金流最近4个季度 | — | $61.1M |
8季度趋势,按日历期对齐
经营现金流
DGII
PI
| Q1 26 | $77.1M | — | ||
| Q4 25 | $35.6M | $15.1M | ||
| Q3 25 | $28.0M | $20.9M | ||
| Q2 25 | $24.0M | $33.9M | ||
| Q1 25 | $26.3M | $-11.1M | ||
| Q4 24 | $29.7M | $12.6M | ||
| Q3 24 | $26.4M | $10.1M | ||
| Q2 24 | $24.9M | $45.5M |
自由现金流
DGII
PI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $35.2M | $13.6M | ||
| Q3 25 | $27.5M | $18.0M | ||
| Q2 25 | $22.9M | $27.3M | ||
| Q1 25 | $25.7M | $-13.0M | ||
| Q4 24 | $29.1M | $8.5M | ||
| Q3 24 | $25.5M | $4.7M | ||
| Q2 24 | $24.5M | $44.1M |
自由现金流率
DGII
PI
| Q1 26 | — | 3.0% | ||
| Q4 25 | 28.7% | 14.7% | ||
| Q3 25 | 24.1% | 18.7% | ||
| Q2 25 | 21.3% | 27.9% | ||
| Q1 25 | 24.6% | -17.5% | ||
| Q4 24 | 28.1% | 9.3% | ||
| Q3 24 | 24.3% | 4.9% | ||
| Q2 24 | 23.2% | 43.0% |
资本支出强度
DGII
PI
| Q1 26 | — | — | ||
| Q4 25 | 0.4% | 1.6% | ||
| Q3 25 | 0.4% | 3.1% | ||
| Q2 25 | 0.9% | 6.7% | ||
| Q1 25 | 0.5% | 2.5% | ||
| Q4 24 | 0.6% | 4.5% | ||
| Q3 24 | 0.9% | 5.7% | ||
| Q2 24 | 0.5% | 1.3% |
现金转化率
DGII
PI
| Q1 26 | 6.82× | — | ||
| Q4 25 | 3.04× | — | ||
| Q3 25 | 2.81× | — | ||
| Q2 25 | 2.34× | 2.93× | ||
| Q1 25 | 2.50× | — | ||
| Q4 24 | 2.95× | — | ||
| Q3 24 | 2.23× | 45.56× | ||
| Q2 24 | 2.57× | 4.56× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图