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Fastenal（FAST）与PLEXUS CORP（PLXS）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PLEXUS CORP的1.7倍（$2.0B vs $1.2B），Fastenal净利率更高（14.5% vs 4.3%，领先10.2%），PLEXUS CORP同比增速更快（18.7% vs 3.5%），过去两年PLEXUS CORP的营收复合增速更高（7.2% 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。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
FAST vs PLXS — 直观对比
营收规模更大
FAST
是对方的1.7倍
$1.2B
营收增速更快
PLXS
高出15.3%
3.5%
净利率更高
FAST
高出10.2%
4.3%
两年增速更快
PLXS
近两年复合增速
2.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.2B |
| 净利润 | $293.9M | $49.8M |
| 毛利率 | 44.3% | 10.2% |
| 营业利润率 | 18.9% | 5.3% |
| 净利率 | 14.5% | 4.3% |
| 营收同比 | 3.5% | 18.7% |
| 净利润同比 | -1.6% | 27.5% |
| 每股收益（稀释后） | $-0.01 | $1.82 |
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FASTPLXS
| Q1 26 | $2.0B | $1.1B | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.9B | — |
净利润FASTPLXS
| Q1 26 | $293.9M | $41.2M | ||
| Q4 25 | $293.9M | — | ||
| Q3 25 | $335.5M | — | ||
| Q2 25 | $330.3M | — | ||
| Q1 25 | $298.7M | — | ||
| Q4 24 | $262.1M | — | ||
| Q3 24 | $298.1M | — | ||
| Q2 24 | $292.7M | — |
毛利率FASTPLXS
| Q1 26 | 44.3% | 9.9% | ||
| Q4 25 | 44.3% | — | ||
| Q3 25 | 45.3% | — | ||
| Q2 25 | 45.3% | — | ||
| Q1 25 | 45.1% | — | ||
| Q4 24 | 44.8% | — | ||
| Q3 24 | 44.9% | — | ||
| Q2 24 | 45.1% | — |
营业利润率FASTPLXS
| Q1 26 | 18.9% | 5.1% | ||
| Q4 25 | 18.9% | — | ||
| Q3 25 | 20.7% | — | ||
| Q2 25 | 21.0% | — | ||
| Q1 25 | 20.1% | — | ||
| Q4 24 | 18.9% | — | ||
| Q3 24 | 20.3% | — | ||
| Q2 24 | 20.2% | — |
净利率FASTPLXS
| Q1 26 | 14.5% | 3.8% | ||
| Q4 25 | 14.5% | — | ||
| Q3 25 | 15.7% | — | ||
| Q2 25 | 15.9% | — | ||
| Q1 25 | 15.2% | — | ||
| Q4 24 | 14.4% | — | ||
| Q3 24 | 15.6% | — | ||
| Q2 24 | 15.3% | — |
每股收益（稀释后）FASTPLXS
| Q1 26 | $-0.01 | $1.51 | ||
| Q4 25 | $-0.01 | — | ||
| Q3 25 | $0.29 | — | ||
| Q2 25 | $0.29 | — | ||
| Q1 25 | $0.52 | — | ||
| Q4 24 | $0.45 | — | ||
| Q3 24 | $0.52 | — | ||
| Q2 24 | $0.51 | — |
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 | $303.1M |
| 总债务越低越好 | $125.0M | — |
| 股东权益账面价值 | $3.9B | $1.5B |
| 总资产 | $5.1B | $3.4B |
| 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FASTPLXS
| Q1 26 | $276.8M | $248.8M | ||
| Q4 25 | $276.8M | — | ||
| Q3 25 | $288.1M | — | ||
| Q2 25 | $237.8M | — | ||
| Q1 25 | $231.8M | — | ||
| Q4 24 | $255.8M | — | ||
| Q3 24 | $292.2M | — | ||
| Q2 24 | $255.5M | — |
总债务FASTPLXS
| 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FASTPLXS
| Q1 26 | $3.9B | $1.5B | ||
| Q4 25 | $3.9B | — | ||
| Q3 25 | $3.9B | — | ||
| Q2 25 | $3.8B | — | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $3.6B | — | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.5B | — |
总资产FASTPLXS
| Q1 26 | $5.1B | $3.2B | ||
| Q4 25 | $5.1B | — | ||
| Q3 25 | $5.1B | — | ||
| Q2 25 | $5.0B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $4.7B | — | ||
| Q3 24 | $4.7B | — | ||
| Q2 24 | $4.6B | — |
负债/权益比FASTPLXS
| 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 | — |
| 自由现金流经营现金流 - 资本支出 | $308.2M | — |
| 自由现金流率自由现金流/营收 | 15.2% | — |
| 资本支出强度资本支出/营收 | 3.0% | — |
| 现金转化率经营现金流/净利润 | 1.25× | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势，按日历期对齐
经营现金流FASTPLXS
| Q1 26 | $368.2M | — | ||
| Q4 25 | $368.2M | — | ||
| Q3 25 | $386.9M | — | ||
| Q2 25 | $278.6M | — | ||
| Q1 25 | $262.2M | — | ||
| Q4 24 | $282.8M | — | ||
| Q3 24 | $296.9M | — | ||
| Q2 24 | $258.0M | — |
自由现金流FASTPLXS
| Q1 26 | $308.2M | — | ||
| Q4 25 | $308.2M | — | ||
| Q3 25 | $326.6M | — | ||
| Q2 25 | $209.3M | — | ||
| Q1 25 | $206.5M | — | ||
| Q4 24 | $222.6M | — | ||
| Q3 24 | $237.5M | — | ||
| Q2 24 | $201.9M | — |
自由现金流率FASTPLXS
| Q1 26 | 15.2% | — | ||
| Q4 25 | 15.2% | — | ||
| Q3 25 | 15.3% | — | ||
| Q2 25 | 10.1% | — | ||
| Q1 25 | 10.5% | — | ||
| Q4 24 | 12.2% | — | ||
| Q3 24 | 12.4% | — | ||
| Q2 24 | 10.5% | — |
资本支出强度FASTPLXS
| Q1 26 | 3.0% | — | ||
| Q4 25 | 3.0% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 2.8% | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 3.1% | — | ||
| Q2 24 | 2.9% | — |
现金转化率FASTPLXS
| Q1 26 | 1.25× | — | ||
| Q4 25 | 1.25× | — | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 0.84× | — | ||
| Q1 25 | 0.88× | — | ||
| Q4 24 | 1.08× | — | ||
| Q3 24 | 1.00× | — | ||
| Q2 24 | 0.88× | — |
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% |
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
