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富兰克林柯维(FC)与IMPINJ INC(PI)财务数据对比。点击上方公司名可切换其他公司
IMPINJ INC的季度营收约是富兰克林柯维的1.2倍($74.3M vs $64.0M),IMPINJ INC净利率更高(11.2% vs -5.1%,领先16.3%),IMPINJ INC同比增速更快(-0.0% vs -7.3%),IMPINJ INC自由现金流更多($2.2M vs $-1.6M),过去两年富兰克林柯维的营收复合增速更高(2.2% vs -14.9%)
富兰克林柯维总部位于美国犹他州盐湖城,是一家专业培训指导企业,面向各类组织与个人提供领导力提升、个人效能成长与业务执行领域的培训及评估服务。公司由富兰克林奎斯特与柯维领导力中心于1997年合并成立,最为人熟知的产品包括富兰克林柯维规划系统等。
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。
FC vs PI — 直观对比
营收规模更大
PI
是对方的1.2倍
$64.0M
营收增速更快
PI
高出7.3%
-7.3%
净利率更高
PI
高出16.3%
-5.1%
自由现金流更多
PI
多$3.9M
$-1.6M
两年增速更快
FC
近两年复合增速
-14.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $64.0M | $74.3M |
| 净利润 | $-3.3M | $8.3M |
| 毛利率 | 75.5% | 49.1% |
| 营业利润率 | -5.7% | 30.5% |
| 净利率 | -5.1% | 11.2% |
| 营收同比 | -7.3% | -0.0% |
| 净利润同比 | -378.5% | — |
| 每股收益(稀释后) | $-0.27 | $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
FC
PI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $64.0M | $92.8M | ||
| Q3 25 | $71.2M | $96.1M | ||
| Q2 25 | $67.1M | $97.9M | ||
| Q1 25 | $59.6M | $74.3M | ||
| Q4 24 | $69.1M | $91.6M | ||
| Q3 24 | $84.1M | $95.2M | ||
| Q2 24 | $73.4M | $102.5M |
净利润
FC
PI
| Q1 26 | — | $8.3M | ||
| Q4 25 | $-3.3M | $-1.1M | ||
| Q3 25 | $4.4M | $-12.8M | ||
| Q2 25 | $-1.4M | $11.6M | ||
| Q1 25 | $-1.1M | $-8.5M | ||
| Q4 24 | $1.2M | $-2.7M | ||
| Q3 24 | $12.0M | $221.0K | ||
| Q2 24 | $5.7M | $10.0M |
毛利率
FC
PI
| Q1 26 | — | 49.1% | ||
| Q4 25 | 75.5% | 51.8% | ||
| Q3 25 | 75.5% | 50.3% | ||
| Q2 25 | 76.5% | 57.8% | ||
| Q1 25 | 76.7% | 49.4% | ||
| Q4 24 | 76.3% | 50.5% | ||
| Q3 24 | 78.1% | 50.0% | ||
| Q2 24 | 76.6% | 56.1% |
营业利润率
FC
PI
| Q1 26 | — | 30.5% | ||
| Q4 25 | -5.7% | -2.9% | ||
| Q3 25 | 11.1% | 0.7% | ||
| Q2 25 | -3.3% | 11.1% | ||
| Q1 25 | -2.4% | -12.9% | ||
| Q4 24 | 2.1% | -3.9% | ||
| Q3 24 | 21.3% | -0.8% | ||
| Q2 24 | 11.4% | 8.8% |
净利率
FC
PI
| Q1 26 | — | 11.2% | ||
| Q4 25 | -5.1% | -1.2% | ||
| Q3 25 | 6.1% | -13.3% | ||
| Q2 25 | -2.1% | 11.8% | ||
| Q1 25 | -1.8% | -11.4% | ||
| Q4 24 | 1.7% | -2.9% | ||
| Q3 24 | 14.2% | 0.2% | ||
| Q2 24 | 7.8% | 9.7% |
每股收益(稀释后)
FC
PI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $-0.27 | $-0.02 | ||
| Q3 25 | $0.34 | $-0.44 | ||
| Q2 25 | $-0.11 | $0.39 | ||
| Q1 25 | $-0.08 | $-0.30 | ||
| Q4 24 | $0.09 | $-0.06 | ||
| Q3 24 | $0.89 | $0.01 | ||
| Q2 24 | $0.43 | $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 | $17.5M | $131.8M |
| 总债务越低越好 | — | $241.5M |
| 股东权益账面价值 | $54.0M | — |
| 总资产 | $221.3M | $502.5M |
| 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
FC
PI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $17.5M | $175.3M | ||
| Q3 25 | $31.7M | $190.1M | ||
| Q2 25 | $33.7M | $193.2M | ||
| Q1 25 | $40.4M | $147.9M | ||
| Q4 24 | $53.3M | $164.7M | ||
| Q3 24 | $48.7M | $170.3M | ||
| Q2 24 | $36.6M | $220.2M |
总债务
FC
PI
| Q1 26 | — | $241.5M | ||
| Q4 25 | — | $280.9M | ||
| Q3 25 | — | $280.4M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $283.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
FC
PI
| Q1 26 | — | — | ||
| Q4 25 | $54.0M | $209.2M | ||
| Q3 25 | $66.9M | $195.0M | ||
| Q2 25 | $65.6M | $187.7M | ||
| Q1 25 | $72.5M | $160.6M | ||
| Q4 24 | $80.6M | $149.9M | ||
| Q3 24 | $83.1M | $136.1M | ||
| Q2 24 | $72.2M | $117.0M |
总资产
FC
PI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $221.3M | $545.2M | ||
| Q3 25 | $242.9M | $516.5M | ||
| Q2 25 | $218.3M | $508.8M | ||
| Q1 25 | $221.3M | $479.8M | ||
| Q4 24 | $239.9M | $489.1M | ||
| Q3 24 | $261.5M | $476.4M | ||
| Q2 24 | $221.0M | $446.1M |
负债/权益比
FC
PI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 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 | $98.0K | — |
| 自由现金流经营现金流 - 资本支出 | $-1.6M | $2.2M |
| 自由现金流率自由现金流/营收 | -2.5% | 3.0% |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $5.9M | $61.1M |
8季度趋势,按日历期对齐
经营现金流
FC
PI
| Q1 26 | — | — | ||
| Q4 25 | $98.0K | $15.1M | ||
| Q3 25 | $9.9M | $20.9M | ||
| Q2 25 | $6.3M | $33.9M | ||
| Q1 25 | $-1.4M | $-11.1M | ||
| Q4 24 | $14.1M | $12.6M | ||
| Q3 24 | $21.9M | $10.1M | ||
| Q2 24 | $8.2M | $45.5M |
自由现金流
FC
PI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $-1.6M | $13.6M | ||
| Q3 25 | $5.7M | $18.0M | ||
| Q2 25 | $4.5M | $27.3M | ||
| Q1 25 | $-2.6M | $-13.0M | ||
| Q4 24 | $13.1M | $8.5M | ||
| Q3 24 | $20.8M | $4.7M | ||
| Q2 24 | $7.3M | $44.1M |
自由现金流率
FC
PI
| Q1 26 | — | 3.0% | ||
| Q4 25 | -2.5% | 14.7% | ||
| Q3 25 | 8.0% | 18.7% | ||
| Q2 25 | 6.7% | 27.9% | ||
| Q1 25 | -4.4% | -17.5% | ||
| Q4 24 | 19.0% | 9.3% | ||
| Q3 24 | 24.7% | 4.9% | ||
| Q2 24 | 9.9% | 43.0% |
资本支出强度
FC
PI
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 1.6% | ||
| Q3 25 | 5.9% | 3.1% | ||
| Q2 25 | 2.7% | 6.7% | ||
| Q1 25 | 2.1% | 2.5% | ||
| Q4 24 | 1.4% | 4.5% | ||
| Q3 24 | 1.3% | 5.7% | ||
| Q2 24 | 1.2% | 1.3% |
现金转化率
FC
PI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | 11.98× | — | ||
| Q3 24 | 1.83× | 45.56× | ||
| Q2 24 | 1.43× | 4.56× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图