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Fastenal（FAST）与PINTEREST, INC.（PINS）财务数据对比。点击上方公司名可切换其他公司
Fastenal的季度营收约是PINTEREST, INC.的1.5倍（$2.0B vs $1.3B），PINTEREST, INC.净利率更高（21.0% vs 14.5%，领先6.5%），PINTEREST, INC.同比增速更快（14.3% vs 3.5%），PINTEREST, INC.自由现金流更多（$380.4M vs $308.2M），过去两年PINTEREST, INC.的营收复合增速更高（33.5% vs 2.9%）
Fastenal是1967年成立的美国上市企业，总部位于明尼苏达州威诺纳，是北美最大的紧固件分销商，同时也是工业和建筑用品的主流供应商，可提供货柜备货、智能售货柜、库存管理、物流配送等一站式供应链解决方案。
Pinterest是美国社交媒体服务商，主打数字图板形式的信息发布与发现功能，用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立，总部位于旧金山。
FAST vs PINS — 直观对比
营收规模更大
FAST
是对方的1.5倍
$1.3B
营收增速更快
PINS
高出10.8%
3.5%
净利率更高
PINS
高出6.5%
14.5%
自由现金流更多
PINS
多$72.2M
$308.2M
两年增速更快
PINS
近两年复合增速
2.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.3B |
| 净利润 | $293.9M | $277.1M |
| 毛利率 | 44.3% | 82.8% |
| 营业利润率 | 18.9% | 22.8% |
| 净利率 | 14.5% | 21.0% |
| 营收同比 | 3.5% | 14.3% |
| 净利润同比 | -1.6% | -85.0% |
| 每股收益（稀释后） | $-0.01 | $0.41 |
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FASTPINS
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $2.1B | $1.0B | ||
| Q2 25 | $2.1B | $998.2M | ||
| Q1 25 | $2.0B | $855.0M | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.9B | $898.4M | ||
| Q2 24 | $1.9B | $853.7M |
净利润FASTPINS
| Q1 26 | $293.9M | — | ||
| Q4 25 | $293.9M | $277.1M | ||
| Q3 25 | $335.5M | $92.1M | ||
| Q2 25 | $330.3M | $38.8M | ||
| Q1 25 | $298.7M | $8.9M | ||
| Q4 24 | $262.1M | $1.8B | ||
| Q3 24 | $298.1M | $30.6M | ||
| Q2 24 | $292.7M | $8.9M |
毛利率FASTPINS
| Q1 26 | 44.3% | — | ||
| Q4 25 | 44.3% | 82.8% | ||
| Q3 25 | 45.3% | 79.8% | ||
| Q2 25 | 45.3% | 79.7% | ||
| Q1 25 | 45.1% | 76.7% | ||
| Q4 24 | 44.8% | 82.9% | ||
| Q3 24 | 44.9% | 79.1% | ||
| Q2 24 | 45.1% | 78.3% |
营业利润率FASTPINS
| Q1 26 | 18.9% | — | ||
| Q4 25 | 18.9% | 22.8% | ||
| Q3 25 | 20.7% | 5.6% | ||
| Q2 25 | 21.0% | -0.4% | ||
| Q1 25 | 20.1% | -4.1% | ||
| Q4 24 | 18.9% | 22.7% | ||
| Q3 24 | 20.3% | -0.7% | ||
| Q2 24 | 20.2% | -2.5% |
净利率FASTPINS
| Q1 26 | 14.5% | — | ||
| Q4 25 | 14.5% | 21.0% | ||
| Q3 25 | 15.7% | 8.8% | ||
| Q2 25 | 15.9% | 3.9% | ||
| Q1 25 | 15.2% | 1.0% | ||
| Q4 24 | 14.4% | 160.1% | ||
| Q3 24 | 15.6% | 3.4% | ||
| Q2 24 | 15.3% | 1.0% |
每股收益（稀释后）FASTPINS
| Q1 26 | $-0.01 | — | ||
| Q4 25 | $-0.01 | $0.41 | ||
| Q3 25 | $0.29 | $0.13 | ||
| Q2 25 | $0.29 | $0.06 | ||
| Q1 25 | $0.52 | $0.01 | ||
| Q4 24 | $0.45 | $2.66 | ||
| Q3 24 | $0.52 | $0.04 | ||
| Q2 24 | $0.51 | $0.01 |
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 | $276.8M | $969.3M |
| 总债务越低越好 | $125.0M | — |
| 股东权益账面价值 | $3.9B | $4.7B |
| 总资产 | $5.1B | $5.5B |
| 负债/权益比越低杠杆越低 | 0.03× | — |
8季度趋势，按日历期对齐
现金及短期投资FASTPINS
| Q1 26 | $276.8M | — | ||
| Q4 25 | $276.8M | $969.3M | ||
| Q3 25 | $288.1M | $1.1B | ||
| Q2 25 | $237.8M | $1.2B | ||
| Q1 25 | $231.8M | $1.3B | ||
| Q4 24 | $255.8M | $1.1B | ||
| Q3 24 | $292.2M | $1.0B | ||
| Q2 24 | $255.5M | $1.4B |
总债务FASTPINS
| Q1 26 | $125.0M | — | ||
| Q4 25 | $125.0M | — | ||
| Q3 25 | $195.0M | — | ||
| Q2 25 | $230.0M | — | ||
| Q1 25 | $200.0M | — | ||
| Q4 24 | $200.0M | — | ||
| Q3 24 | $240.0M | — | ||
| Q2 24 | $235.0M | — |
股东权益FASTPINS
| Q1 26 | $3.9B | — | ||
| Q4 25 | $3.9B | $4.7B | ||
| Q3 25 | $3.9B | $4.8B | ||
| Q2 25 | $3.8B | $4.8B | ||
| Q1 25 | $3.7B | $4.7B | ||
| Q4 24 | $3.6B | $4.8B | ||
| Q3 24 | $3.6B | $2.9B | ||
| Q2 24 | $3.5B | $3.2B |
总资产FASTPINS
| Q1 26 | $5.1B | — | ||
| Q4 25 | $5.1B | $5.5B | ||
| Q3 25 | $5.1B | $5.5B | ||
| Q2 25 | $5.0B | $5.4B | ||
| Q1 25 | $4.9B | $5.3B | ||
| Q4 24 | $4.7B | $5.3B | ||
| Q3 24 | $4.7B | $3.5B | ||
| Q2 24 | $4.6B | $3.7B |
负债/权益比FASTPINS
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.03× | — | ||
| Q3 25 | 0.05× | — | ||
| Q2 25 | 0.06× | — | ||
| Q1 25 | 0.05× | — | ||
| Q4 24 | 0.06× | — | ||
| Q3 24 | 0.07× | — | ||
| Q2 24 | 0.07× | — |
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 | $368.2M | $391.2M |
| 自由现金流经营现金流 - 资本支出 | $308.2M | $380.4M |
| 自由现金流率自由现金流/营收 | 15.2% | 28.8% |
| 资本支出强度资本支出/营收 | 3.0% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.25× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $1.3B |
8季度趋势，按日历期对齐
经营现金流FASTPINS
| Q1 26 | $368.2M | — | ||
| Q4 25 | $368.2M | $391.2M | ||
| Q3 25 | $386.9M | $321.7M | ||
| Q2 25 | $278.6M | $207.7M | ||
| Q1 25 | $262.2M | $363.7M | ||
| Q4 24 | $282.8M | $254.0M | ||
| Q3 24 | $296.9M | $248.0M | ||
| Q2 24 | $258.0M | $106.4M |
自由现金流FASTPINS
| Q1 26 | $308.2M | — | ||
| Q4 25 | $308.2M | $380.4M | ||
| Q3 25 | $326.6M | $318.4M | ||
| Q2 25 | $209.3M | $196.7M | ||
| Q1 25 | $206.5M | $356.4M | ||
| Q4 24 | $222.6M | $250.2M | ||
| Q3 24 | $237.5M | $244.1M | ||
| Q2 24 | $201.9M | $101.6M |
自由现金流率FASTPINS
| Q1 26 | 15.2% | — | ||
| Q4 25 | 15.2% | 28.8% | ||
| Q3 25 | 15.3% | 30.3% | ||
| Q2 25 | 10.1% | 19.7% | ||
| Q1 25 | 10.5% | 41.7% | ||
| Q4 24 | 12.2% | 21.7% | ||
| Q3 24 | 12.4% | 27.2% | ||
| Q2 24 | 10.5% | 11.9% |
资本支出强度FASTPINS
| Q1 26 | 3.0% | — | ||
| Q4 25 | 3.0% | 0.8% | ||
| Q3 25 | 2.8% | 0.3% | ||
| Q2 25 | 3.3% | 1.1% | ||
| Q1 25 | 2.8% | 0.9% | ||
| Q4 24 | 3.3% | 0.3% | ||
| Q3 24 | 3.1% | 0.4% | ||
| Q2 24 | 2.9% | 0.6% |
现金转化率FASTPINS
| Q1 26 | 1.25× | — | ||
| Q4 25 | 1.25× | 1.41× | ||
| Q3 25 | 1.15× | 3.49× | ||
| Q2 25 | 0.84× | 5.36× | ||
| Q1 25 | 0.88× | 40.77× | ||
| Q4 24 | 1.08× | 0.14× | ||
| Q3 24 | 1.00× | 8.12× | ||
| Q2 24 | 0.88× | 11.98× |
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
FAST
| Reportable Segment Aggregation Before Other Operating Segment | $1.8B | 90% |
| Other | $211.2M | 10% |
PINS
| United States And Canada | $944.3M | 72% |
| Other | $375.0M | 28% |
