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FORUM ENERGY TECHNOLOGIES, INC.（FET）与Penguin Solutions, Inc.（PENG）财务数据对比。点击上方公司名可切换其他公司
Penguin Solutions, Inc.的季度营收约是FORUM ENERGY TECHNOLOGIES, INC.的1.6倍（$343.1M vs $208.7M），FORUM ENERGY TECHNOLOGIES, INC.净利率更高（2.2% vs 1.5%，领先0.6%），FORUM ENERGY TECHNOLOGIES, INC.同比增速更快（3.2% vs 0.6%），Penguin Solutions, Inc.自由现金流更多（$28.2M vs $1.4M），过去两年Penguin Solutions, Inc.的营收复合增速更高（11.8% vs 0.8%）
Forum Energy Technologies是一家美国能源领域产品企业，面向全球油气及可再生能源行业，提供相关产品与配套服务，在能源产业链中为上下游客户供应专业配套解决方案。
企鹅解决方案公司旗下的兰波集团以拉姆齐解决方案品牌开展业务，是一家美国企业，业务涵盖个人理财、领导力发展、人际关系管理与职业发展相关产品与服务。该公司由戴夫·拉姆齐与妻子莎伦于1991年创立，总部位于田纳西州富兰克林。
FET vs PENG — 直观对比
营收规模更大
PENG
是对方的1.6倍
$208.7M
营收增速更快
FET
高出2.6%
0.6%
净利率更高
FET
高出0.6%
1.5%
自由现金流更多
PENG
多$26.8M
$1.4M
两年增速更快
PENG
近两年复合增速
0.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $208.7M | $343.1M |
| 净利润 | $4.5M | $5.3M |
| 毛利率 | 29.2% | 28.0% |
| 营业利润率 | 5.3% | 5.7% |
| 净利率 | 2.2% | 1.5% |
| 营收同比 | 3.2% | 0.6% |
| 净利润同比 | 300.4% | 1.0% |
| 每股收益（稀释后） | $0.39 | $0.04 |
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FETPENG
| Q1 26 | $208.7M | — | ||
| Q4 25 | $202.2M | $343.1M | ||
| Q3 25 | $196.2M | $337.9M | ||
| Q2 25 | $199.8M | $324.3M | ||
| Q1 25 | $193.3M | $365.5M | ||
| Q4 24 | $201.0M | $341.1M | ||
| Q3 24 | $207.8M | $284.8M | ||
| Q2 24 | $205.2M | $300.6M |
净利润FETPENG
| Q1 26 | $4.5M | — | ||
| Q4 25 | $2.1M | $5.3M | ||
| Q3 25 | $-20.6M | $9.4M | ||
| Q2 25 | $7.7M | $2.7M | ||
| Q1 25 | $1.1M | $8.1M | ||
| Q4 24 | $-103.5M | $5.2M | ||
| Q3 24 | $-14.8M | — | ||
| Q2 24 | $-6.7M | $5.6M |
毛利率FETPENG
| Q1 26 | 29.2% | — | ||
| Q4 25 | 30.2% | 28.0% | ||
| Q3 25 | 20.5% | 28.6% | ||
| Q2 25 | 29.7% | 29.3% | ||
| Q1 25 | 30.2% | 28.6% | ||
| Q4 24 | 31.1% | 28.7% | ||
| Q3 24 | 31.6% | 28.8% | ||
| Q2 24 | 30.7% | 29.6% |
营业利润率FETPENG
| Q1 26 | 5.3% | — | ||
| Q4 25 | 6.3% | 5.7% | ||
| Q3 25 | -3.1% | 3.7% | ||
| Q2 25 | 7.4% | 3.0% | ||
| Q1 25 | 4.6% | 5.1% | ||
| Q4 24 | -53.1% | 5.1% | ||
| Q3 24 | 4.3% | -1.2% | ||
| Q2 24 | 3.9% | 3.8% |
净利率FETPENG
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.0% | 1.5% | ||
| Q3 25 | -10.5% | 2.8% | ||
| Q2 25 | 3.9% | 0.8% | ||
| Q1 25 | 0.6% | 2.2% | ||
| Q4 24 | -51.5% | 1.5% | ||
| Q3 24 | -7.1% | — | ||
| Q2 24 | -3.3% | 1.9% |
每股收益（稀释后）FETPENG
| Q1 26 | $0.39 | — | ||
| Q4 25 | $0.25 | $0.04 | ||
| Q3 25 | $-1.76 | $0.10 | ||
| Q2 25 | $0.61 | $-0.01 | ||
| Q1 25 | $0.09 | $0.09 | ||
| Q4 24 | $-8.41 | $0.10 | ||
| Q3 24 | $-1.20 | — | ||
| Q2 24 | $-0.54 | $0.10 |
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 | $37.5M | $461.5M |
| 总债务越低越好 | $153.7M | $462.3M |
| 股东权益账面价值 | $280.7M | $389.7M |
| 总资产 | $763.1M | $1.6B |
| 负债/权益比越低杠杆越低 | 0.55× | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资FETPENG
| Q1 26 | $37.5M | — | ||
| Q4 25 | $34.7M | $461.5M | ||
| Q3 25 | $31.7M | $453.8M | ||
| Q2 25 | $39.0M | $735.5M | ||
| Q1 25 | $31.1M | $647.0M | ||
| Q4 24 | $44.7M | $393.7M | ||
| Q3 24 | $33.3M | $389.5M | ||
| Q2 24 | $31.8M | $467.5M |
总债务FETPENG
| Q1 26 | $153.7M | — | ||
| Q4 25 | $135.9M | $462.3M | ||
| Q3 25 | $140.0M | $461.8M | ||
| Q2 25 | $159.3M | $659.5M | ||
| Q1 25 | $171.4M | $658.8M | ||
| Q4 24 | $188.4M | $658.1M | ||
| Q3 24 | $231.5M | $657.3M | ||
| Q2 24 | $252.9M | $667.0M |
股东权益FETPENG
| Q1 26 | $280.7M | — | ||
| Q4 25 | $291.1M | $389.7M | ||
| Q3 25 | $297.3M | $394.2M | ||
| Q2 25 | $334.2M | $584.8M | ||
| Q1 25 | $320.0M | $602.5M | ||
| Q4 24 | $319.9M | $400.4M | ||
| Q3 24 | $443.5M | $391.4M | ||
| Q2 24 | $442.0M | $423.4M |
总资产FETPENG
| Q1 26 | $763.1M | — | ||
| Q4 25 | $752.5M | $1.6B | ||
| Q3 25 | $770.1M | $1.6B | ||
| Q2 25 | $810.1M | $1.8B | ||
| Q1 25 | $790.1M | $1.8B | ||
| Q4 24 | $816.0M | $1.6B | ||
| Q3 24 | $973.7M | $1.5B | ||
| Q2 24 | $976.8M | $1.5B |
负债/权益比FETPENG
| Q1 26 | 0.55× | — | ||
| Q4 25 | 0.47× | 1.19× | ||
| Q3 25 | 0.47× | 1.17× | ||
| Q2 25 | 0.48× | 1.13× | ||
| Q1 25 | 0.54× | 1.09× | ||
| Q4 24 | 0.59× | 1.64× | ||
| Q3 24 | 0.52× | 1.68× | ||
| Q2 24 | 0.57× | 1.58× |
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 | $1.6M | $31.1M |
| 自由现金流经营现金流 - 资本支出 | $1.4M | $28.2M |
| 自由现金流率自由现金流/营收 | 0.7% | 8.2% |
| 资本支出强度资本支出/营收 | 0.1% | 0.8% |
| 现金转化率经营现金流/净利润 | 0.36× | 5.89× |
| 过去12个月自由现金流最近4个季度 | $58.5M | $116.3M |
8季度趋势，按日历期对齐
经营现金流FETPENG
| Q1 26 | $1.6M | — | ||
| Q4 25 | $22.4M | $31.1M | ||
| Q3 25 | $22.9M | $-70.4M | ||
| Q2 25 | $15.8M | $92.8M | ||
| Q1 25 | $9.3M | $72.9M | ||
| Q4 24 | $38.5M | $13.8M | ||
| Q3 24 | $25.6M | — | ||
| Q2 24 | $23.1M | $57.9M |
自由现金流FETPENG
| Q1 26 | $1.4M | — | ||
| Q4 25 | $20.9M | $28.2M | ||
| Q3 25 | $21.5M | $-73.4M | ||
| Q2 25 | $14.8M | $90.9M | ||
| Q1 25 | $7.2M | $70.5M | ||
| Q4 24 | $36.1M | $12.0M | ||
| Q3 24 | $24.3M | — | ||
| Q2 24 | $21.6M | $48.9M |
自由现金流率FETPENG
| Q1 26 | 0.7% | — | ||
| Q4 25 | 10.3% | 8.2% | ||
| Q3 25 | 10.9% | -21.7% | ||
| Q2 25 | 7.4% | 28.0% | ||
| Q1 25 | 3.7% | 19.3% | ||
| Q4 24 | 18.0% | 3.5% | ||
| Q3 24 | 11.7% | — | ||
| Q2 24 | 10.5% | 16.3% |
资本支出强度FETPENG
| Q1 26 | 0.1% | — | ||
| Q4 25 | 0.8% | 0.8% | ||
| Q3 25 | 0.7% | 0.9% | ||
| Q2 25 | 0.5% | 0.6% | ||
| Q1 25 | 1.1% | 0.6% | ||
| Q4 24 | 1.2% | 0.5% | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 0.7% | 3.0% |
现金转化率FETPENG
| Q1 26 | 0.36× | — | ||
| Q4 25 | 10.83× | 5.89× | ||
| Q3 25 | — | -7.47× | ||
| Q2 25 | 2.05× | 34.88× | ||
| Q1 25 | 8.31× | 9.02× | ||
| Q4 24 | — | 2.65× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 10.30× |
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
FET
| Drilling and Completions | $126.7M | 61% |
| Downhole | $50.6M | 24% |
| Production Equipment | $18.8M | 9% |
| Valve Solutions | $12.8M | 6% |
PENG
| Integrated Memory Segment | $171.6M | 50% |
| Advanced Computing Segment | $115.7M | 34% |
| Optimized LED Segment | $55.7M | 16% |
