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EXACT SCIENCES CORP（EXAS）与Fabrinet（FN）财务数据对比。点击上方公司名可切换其他公司
Fabrinet的季度营收约是EXACT SCIENCES CORP的1.3倍（$1.1B vs $878.4M），Fabrinet净利率更高（9.9% vs -9.8%，领先19.7%），Fabrinet同比增速更快（35.9% vs 23.1%），EXACT SCIENCES CORP自由现金流更多（$120.4M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs 17.4%）
Exact Sciences是总部位于美国威斯康星州麦迪逊的分子诊断企业，专注于早期癌症检测领域。公司核心产品覆盖结直肠癌筛查与预防场景，其中Cologuard是全球首个获批的结直肠癌粪便DNA检测产品，同时还提供其他多种癌症的筛查服务及精准肿瘤检测解决方案。
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。
EXAS vs FN — 直观对比
营收规模更大
FN
是对方的1.3倍
$878.4M
营收增速更快
FN
高出12.8%
23.1%
净利率更高
FN
高出19.7%
-9.8%
自由现金流更多
EXAS
多$125.8M
$-5.3M
两年增速更快
FN
近两年复合增速
17.4%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $878.4M | $1.1B |
| 净利润 | $-86.0M | $112.6M |
| 毛利率 | 70.1% | 12.2% |
| 营业利润率 | -9.4% | 10.1% |
| 净利率 | -9.8% | 9.9% |
| 营收同比 | 23.1% | 35.9% |
| 净利润同比 | 90.1% | 30.0% |
| 每股收益（稀释后） | $-0.45 | $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EXASFN
| Q4 25 | $878.4M | $1.1B | ||
| Q3 25 | $850.7M | $978.1M | ||
| Q2 25 | $811.1M | $909.7M | ||
| Q1 25 | $706.8M | $871.8M | ||
| Q4 24 | $713.4M | $833.6M | ||
| Q3 24 | $708.7M | $804.2M | ||
| Q2 24 | $699.3M | $753.3M | ||
| Q1 24 | $637.5M | $731.5M |
净利润EXASFN
| Q4 25 | $-86.0M | $112.6M | ||
| Q3 25 | $-19.6M | $95.9M | ||
| Q2 25 | $-1.2M | $87.2M | ||
| Q1 25 | $-101.2M | $81.3M | ||
| Q4 24 | $-864.6M | $86.6M | ||
| Q3 24 | $-38.2M | $77.4M | ||
| Q2 24 | $-15.8M | $81.1M | ||
| Q1 24 | $-110.2M | $80.9M |
毛利率EXASFN
| Q4 25 | 70.1% | 12.2% | ||
| Q3 25 | 68.6% | 11.9% | ||
| Q2 25 | 69.3% | 12.2% | ||
| Q1 25 | 70.8% | 11.7% | ||
| Q4 24 | 69.0% | 12.1% | ||
| Q3 24 | 69.4% | 12.3% | ||
| Q2 24 | 69.8% | 12.3% | ||
| Q1 24 | 70.0% | 12.4% |
营业利润率EXASFN
| Q4 25 | -9.4% | 10.1% | ||
| Q3 25 | -3.0% | 9.6% | ||
| Q2 25 | -0.3% | 9.8% | ||
| Q1 25 | -13.6% | 9.0% | ||
| Q4 24 | -122.8% | 9.5% | ||
| Q3 24 | -5.6% | 9.6% | ||
| Q2 24 | -3.8% | 9.7% | ||
| Q1 24 | -16.7% | 9.7% |
净利率EXASFN
| Q4 25 | -9.8% | 9.9% | ||
| Q3 25 | -2.3% | 9.8% | ||
| Q2 25 | -0.1% | 9.6% | ||
| Q1 25 | -14.3% | 9.3% | ||
| Q4 24 | -121.2% | 10.4% | ||
| Q3 24 | -5.4% | 9.6% | ||
| Q2 24 | -2.3% | 10.8% | ||
| Q1 24 | -17.3% | 11.1% |
每股收益（稀释后）EXASFN
| Q4 25 | $-0.45 | $3.11 | ||
| Q3 25 | $-0.10 | $2.66 | ||
| Q2 25 | $-0.01 | $2.41 | ||
| Q1 25 | $-0.54 | $2.25 | ||
| Q4 24 | $-4.69 | $2.38 | ||
| Q3 24 | $-0.21 | $2.13 | ||
| Q2 24 | $-0.09 | $2.22 | ||
| Q1 24 | $-0.60 | $2.21 |
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 | $964.7M | $960.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.4B | $2.2B |
| 总资产 | $5.9B | $3.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资EXASFN
| Q4 25 | $964.7M | $960.8M | ||
| Q3 25 | $1.0B | $968.8M | ||
| Q2 25 | $858.4M | $934.2M | ||
| Q1 25 | $786.2M | $950.7M | ||
| Q4 24 | $1.0B | $934.6M | ||
| Q3 24 | $1.0B | $908.9M | ||
| Q2 24 | $946.8M | $858.6M | ||
| Q1 24 | $652.1M | $794.0M |
股东权益EXASFN
| Q4 25 | $2.4B | $2.2B | ||
| Q3 25 | $2.5B | $2.1B | ||
| Q2 25 | $2.5B | $2.0B | ||
| Q1 25 | $2.4B | $1.9B | ||
| Q4 24 | $2.4B | $1.8B | ||
| Q3 24 | $3.2B | $1.8B | ||
| Q2 24 | $3.2B | $1.7B | ||
| Q1 24 | $3.1B | $1.7B |
总资产EXASFN
| Q4 25 | $5.9B | $3.3B | ||
| Q3 25 | $5.9B | $3.0B | ||
| Q2 25 | $5.8B | $2.8B | ||
| Q1 25 | $5.7B | $2.6B | ||
| Q4 24 | $5.9B | $2.5B | ||
| Q3 24 | $6.7B | $2.4B | ||
| Q2 24 | $6.7B | $2.3B | ||
| Q1 24 | $6.4B | $2.2B |
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 | $151.7M | $46.3M |
| 自由现金流经营现金流 - 资本支出 | $120.4M | $-5.3M |
| 自由现金流率自由现金流/营收 | 13.7% | -0.5% |
| 资本支出强度资本支出/营收 | 3.6% | 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 | $356.8M | $102.3M |
8季度趋势，按日历期对齐
经营现金流EXASFN
| Q4 25 | $151.7M | $46.3M | ||
| Q3 25 | $219.9M | $102.6M | ||
| Q2 25 | $89.0M | $55.1M | ||
| Q1 25 | $30.8M | $74.2M | ||
| Q4 24 | $47.1M | $115.9M | ||
| Q3 24 | $138.7M | $83.2M | ||
| Q2 24 | $107.1M | $83.1M | ||
| Q1 24 | $-82.3M | $100.9M |
自由现金流EXASFN
| Q4 25 | $120.4M | $-5.3M | ||
| Q3 25 | $190.0M | $57.3M | ||
| Q2 25 | $46.7M | $4.7M | ||
| Q1 25 | $-365.0K | $45.7M | ||
| Q4 24 | $10.7M | $94.0M | ||
| Q3 24 | $112.6M | $62.9M | ||
| Q2 24 | $71.2M | $70.4M | ||
| Q1 24 | $-120.0M | $87.3M |
自由现金流率EXASFN
| Q4 25 | 13.7% | -0.5% | ||
| Q3 25 | 22.3% | 5.9% | ||
| Q2 25 | 5.8% | 0.5% | ||
| Q1 25 | -0.1% | 5.2% | ||
| Q4 24 | 1.5% | 11.3% | ||
| Q3 24 | 15.9% | 7.8% | ||
| Q2 24 | 10.2% | 9.3% | ||
| Q1 24 | -18.8% | 11.9% |
资本支出强度EXASFN
| Q4 25 | 3.6% | 4.6% | ||
| Q3 25 | 3.5% | 4.6% | ||
| Q2 25 | 5.2% | 5.5% | ||
| Q1 25 | 4.4% | 3.3% | ||
| Q4 24 | 5.1% | 2.6% | ||
| Q3 24 | 3.7% | 2.5% | ||
| Q2 24 | 5.1% | 1.7% | ||
| Q1 24 | 5.9% | 1.9% |
现金转化率EXASFN
| Q4 25 | — | 0.41× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | — | 1.07× | ||
| Q2 24 | — | 1.02× | ||
| Q1 24 | — | 1.25× |
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
EXAS
| Screening | $695.1M | 79% |
| Precision Oncology | $183.2M | 21% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
