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富兰克林电气（FELE）与Ubiquiti Inc.（UI）财务数据对比。点击上方公司名可切换其他公司
Ubiquiti Inc.的季度营收约是富兰克林电气的1.6倍（$814.9M vs $500.4M），Ubiquiti Inc.净利率更高（28.7% vs 6.9%，领先21.7%），Ubiquiti Inc.同比增速更快（35.8% vs 9.9%），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% vs -4.0%）
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商，主营泵类、电机、驱动器及控制设备，产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡，在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地，为全球客户提供可靠的流体运输与能源管理解决方案。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
FELE vs UI — 直观对比
营收规模更大
UI
是对方的1.6倍
$500.4M
营收增速更快
UI
高出25.9%
9.9%
净利率更高
UI
高出21.7%
6.9%
两年增速更快
UI
近两年复合增速
-4.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $500.4M | $814.9M |
| 净利润 | $34.7M | $233.6M |
| 毛利率 | 35.0% | 45.9% |
| 营业利润率 | 9.6% | 35.9% |
| 净利率 | 6.9% | 28.7% |
| 营收同比 | 9.9% | 35.8% |
| 净利润同比 | 10.6% | 70.8% |
| 每股收益（稀释后） | $0.77 | $3.86 |
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FELEUI
| Q1 26 | $500.4M | — | ||
| Q4 25 | $506.9M | $814.9M | ||
| Q3 25 | $581.7M | $733.8M | ||
| Q2 25 | $587.4M | $759.2M | ||
| Q1 25 | $455.2M | $664.2M | ||
| Q4 24 | $485.7M | $599.9M | ||
| Q3 24 | $531.4M | $550.3M | ||
| Q2 24 | $543.3M | $507.5M |
净利润FELEUI
| Q1 26 | $34.7M | — | ||
| Q4 25 | $39.3M | $233.6M | ||
| Q3 25 | $16.7M | $207.9M | ||
| Q2 25 | $60.1M | $266.7M | ||
| Q1 25 | $31.0M | $180.4M | ||
| Q4 24 | $33.7M | $136.8M | ||
| Q3 24 | $54.6M | $128.0M | ||
| Q2 24 | $59.1M | $103.8M |
毛利率FELEUI
| Q1 26 | 35.0% | — | ||
| Q4 25 | 33.8% | 45.9% | ||
| Q3 25 | 35.9% | 46.0% | ||
| Q2 25 | 36.1% | 45.1% | ||
| Q1 25 | 36.0% | 44.5% | ||
| Q4 24 | 33.8% | 41.2% | ||
| Q3 24 | 35.7% | 42.1% | ||
| Q2 24 | 36.8% | 40.2% |
营业利润率FELEUI
| Q1 26 | 9.6% | — | ||
| Q4 25 | 10.2% | 35.9% | ||
| Q3 25 | 14.6% | 35.7% | ||
| Q2 25 | 15.0% | 34.4% | ||
| Q1 25 | 9.7% | 34.2% | ||
| Q4 24 | 8.9% | 29.8% | ||
| Q3 24 | 13.8% | 30.7% | ||
| Q2 24 | 14.6% | 27.3% |
净利率FELEUI
| Q1 26 | 6.9% | — | ||
| Q4 25 | 7.7% | 28.7% | ||
| Q3 25 | 2.9% | 28.3% | ||
| Q2 25 | 10.2% | 35.1% | ||
| Q1 25 | 6.8% | 27.2% | ||
| Q4 24 | 6.9% | 22.8% | ||
| Q3 24 | 10.3% | 23.3% | ||
| Q2 24 | 10.9% | 20.5% |
每股收益（稀释后）FELEUI
| Q1 26 | $0.77 | — | ||
| Q4 25 | $0.87 | $3.86 | ||
| Q3 25 | $0.37 | $3.43 | ||
| Q2 25 | $1.31 | $4.40 | ||
| Q1 25 | $0.67 | $2.98 | ||
| Q4 24 | $0.73 | $2.26 | ||
| Q3 24 | $1.17 | $2.12 | ||
| Q2 24 | $1.26 | $1.72 |
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 | $80.4M | $302.8M |
| 总债务越低越好 | $134.4M | $47.5M |
| 股东权益账面价值 | $1.3B | $1.0B |
| 总资产 | $2.0B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.10× | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资FELEUI
| Q1 26 | $80.4M | — | ||
| Q4 25 | $99.7M | $302.8M | ||
| Q3 25 | $102.9M | $177.2M | ||
| Q2 25 | $104.6M | $149.7M | ||
| Q1 25 | $84.0M | $151.0M | ||
| Q4 24 | $220.5M | $133.1M | ||
| Q3 24 | $106.3M | $165.2M | ||
| Q2 24 | $58.1M | $126.3M |
总债务FELEUI
| Q1 26 | $134.4M | — | ||
| Q4 25 | $135.2M | $47.5M | ||
| Q3 25 | $135.2M | $133.8M | ||
| Q2 25 | $14.5M | $250.0M | ||
| Q1 25 | $14.9M | $340.0M | ||
| Q4 24 | $11.6M | $406.3M | ||
| Q3 24 | $11.6M | $552.5M | ||
| Q2 24 | $87.2M | $708.1M |
股东权益FELEUI
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.0B | ||
| Q3 25 | $1.3B | $828.4M | ||
| Q2 25 | $1.3B | $668.3M | ||
| Q1 25 | $1.3B | $436.1M | ||
| Q4 24 | $1.3B | $290.4M | ||
| Q3 24 | $1.3B | $188.1M | ||
| Q2 24 | $1.2B | $95.1M |
总资产FELEUI
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $1.6B | ||
| Q3 25 | $2.0B | $1.5B | ||
| Q2 25 | $2.0B | $1.5B | ||
| Q1 25 | $1.9B | $1.3B | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.8B | $1.2B | ||
| Q2 24 | $1.8B | $1.2B |
负债/权益比FELEUI
| Q1 26 | 0.10× | — | ||
| Q4 25 | 0.10× | 0.05× | ||
| Q3 25 | 0.10× | 0.16× | ||
| Q2 25 | 0.01× | 0.37× | ||
| Q1 25 | 0.01× | 0.78× | ||
| Q4 24 | 0.01× | 1.40× | ||
| Q3 24 | 0.01× | 2.94× | ||
| Q2 24 | 0.07× | 7.45× |
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 | — | $263.9M |
| 自由现金流经营现金流 - 资本支出 | — | $260.3M |
| 自由现金流率自由现金流/营收 | — | 31.9% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $699.5M |
8季度趋势，按日历期对齐
经营现金流FELEUI
| Q1 26 | — | — | ||
| Q4 25 | $104.2M | $263.9M | ||
| Q3 25 | $102.7M | $198.5M | ||
| Q2 25 | $51.5M | $130.4M | ||
| Q1 25 | $-19.5M | $123.6M | ||
| Q4 24 | $110.3M | $152.4M | ||
| Q3 24 | $116.1M | $233.7M | ||
| Q2 24 | $36.4M | $231.4M |
自由现金流FELEUI
| Q1 26 | — | — | ||
| Q4 25 | $88.7M | $260.3M | ||
| Q3 25 | $91.3M | $193.3M | ||
| Q2 25 | $39.9M | $125.2M | ||
| Q1 25 | $-26.3M | $120.7M | ||
| Q4 24 | $97.5M | $150.4M | ||
| Q3 24 | $106.6M | $231.1M | ||
| Q2 24 | $26.1M | $229.5M |
自由现金流率FELEUI
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | 31.9% | ||
| Q3 25 | 15.7% | 26.3% | ||
| Q2 25 | 6.8% | 16.5% | ||
| Q1 25 | -5.8% | 18.2% | ||
| Q4 24 | 20.1% | 25.1% | ||
| Q3 24 | 20.1% | 42.0% | ||
| Q2 24 | 4.8% | 45.2% |
资本支出强度FELEUI
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 0.4% | ||
| Q3 25 | 2.0% | 0.7% | ||
| Q2 25 | 2.0% | 0.7% | ||
| Q1 25 | 1.5% | 0.4% | ||
| Q4 24 | 2.6% | 0.3% | ||
| Q3 24 | 1.8% | 0.5% | ||
| Q2 24 | 1.9% | 0.4% |
现金转化率FELEUI
| Q1 26 | — | — | ||
| Q4 25 | 2.65× | 1.13× | ||
| Q3 25 | 6.14× | 0.95× | ||
| Q2 25 | 0.86× | 0.49× | ||
| Q1 25 | -0.63× | 0.68× | ||
| Q4 24 | 3.28× | 1.11× | ||
| Q3 24 | 2.13× | 1.83× | ||
| Q2 24 | 0.62× | 2.23× |
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
FELE
暂无分部数据
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
