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F5, Inc.（FFIV）与Fabrinet（FN）财务数据对比。点击上方公司名可切换其他公司
Fabrinet的季度营收约是F5, Inc.的1.4倍（$1.1B vs $811.7M），F5, Inc.净利率更高（18.2% vs 9.9%，领先8.3%），Fabrinet同比增速更快（35.9% vs 11.0%），过去两年Fabrinet的营收复合增速更高（24.4% vs 8.0%）
F5, Inc.是一家美国科技企业，专注于应用安全、多云管理、线上反欺诈、应用交付网络（ADN）相关业务，同时提供应用可用性与性能优化、网络安全、访问授权管理等产品及解决方案，助力各行业客户保障数字化业务稳定运营，提升运行效率。
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
FFIV vs FN — 直观对比
营收规模更大
FN
是对方的1.4倍
$811.7M
营收增速更快
FN
高出24.9%
11.0%
净利率更高
FFIV
高出8.3%
9.9%
两年增速更快
FN
近两年复合增速
8.0%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $811.7M | $1.1B |
| 净利润 | $148.0M | $112.6M |
| 毛利率 | 81.4% | 12.2% |
| 营业利润率 | 22.1% | 10.1% |
| 净利率 | 18.2% | 9.9% |
| 营收同比 | 11.0% | 35.9% |
| 净利润同比 | 1.5% | 30.0% |
| 每股收益（稀释后） | $2.58 | $3.11 |
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FFIVFN
| Q1 26 | $811.7M | — | ||
| Q4 25 | $822.5M | $1.1B | ||
| Q3 25 | $810.1M | $978.1M | ||
| Q2 25 | $780.4M | $909.7M | ||
| Q1 25 | $731.1M | $871.8M | ||
| Q4 24 | $766.5M | $833.6M | ||
| Q3 24 | $746.7M | $804.2M | ||
| Q2 24 | $695.5M | $753.3M |
净利润FFIVFN
| Q1 26 | $148.0M | — | ||
| Q4 25 | $180.1M | $112.6M | ||
| Q3 25 | $190.5M | $95.9M | ||
| Q2 25 | $189.9M | $87.2M | ||
| Q1 25 | $145.5M | $81.3M | ||
| Q4 24 | $166.4M | $86.6M | ||
| Q3 24 | $165.3M | $77.4M | ||
| Q2 24 | $144.1M | $81.1M |
毛利率FFIVFN
| Q1 26 | 81.4% | — | ||
| Q4 25 | 81.5% | 12.2% | ||
| Q3 25 | 82.2% | 11.9% | ||
| Q2 25 | 81.0% | 12.2% | ||
| Q1 25 | 80.7% | 11.7% | ||
| Q4 24 | 81.7% | 12.1% | ||
| Q3 24 | 80.8% | 12.3% | ||
| Q2 24 | 80.4% | 12.3% |
营业利润率FFIVFN
| Q1 26 | 22.1% | — | ||
| Q4 25 | 26.0% | 10.1% | ||
| Q3 25 | 25.4% | 9.6% | ||
| Q2 25 | 25.2% | 9.8% | ||
| Q1 25 | 21.7% | 9.0% | ||
| Q4 24 | 26.8% | 9.5% | ||
| Q3 24 | 25.6% | 9.6% | ||
| Q2 24 | 23.4% | 9.7% |
净利率FFIVFN
| Q1 26 | 18.2% | — | ||
| Q4 25 | 21.9% | 9.9% | ||
| Q3 25 | 23.5% | 9.8% | ||
| Q2 25 | 24.3% | 9.6% | ||
| Q1 25 | 19.9% | 9.3% | ||
| Q4 24 | 21.7% | 10.4% | ||
| Q3 24 | 22.1% | 9.6% | ||
| Q2 24 | 20.7% | 10.8% |
每股收益（稀释后）FFIVFN
| Q1 26 | $2.58 | — | ||
| Q4 25 | $3.10 | $3.11 | ||
| Q3 25 | $3.25 | $2.66 | ||
| Q2 25 | $3.25 | $2.41 | ||
| Q1 25 | $2.48 | $2.25 | ||
| Q4 24 | $2.82 | $2.38 | ||
| Q3 24 | $2.79 | $2.13 | ||
| Q2 24 | $2.44 | $2.22 |
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 | $1.4B | $960.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.6B | $2.2B |
| 总资产 | $6.5B | $3.3B |
| 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FFIVFN
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.2B | $960.8M | ||
| Q3 25 | $1.3B | $968.8M | ||
| Q2 25 | $1.4B | $934.2M | ||
| Q1 25 | $1.3B | $950.7M | ||
| Q4 24 | $1.2B | $934.6M | ||
| Q3 24 | $1.1B | $908.9M | ||
| Q2 24 | $935.6M | $858.6M |
股东权益FFIVFN
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.5B | $2.2B | ||
| Q3 25 | $3.6B | $2.1B | ||
| Q2 25 | $3.5B | $2.0B | ||
| Q1 25 | $3.3B | $1.9B | ||
| Q4 24 | $3.2B | $1.8B | ||
| Q3 24 | $3.1B | $1.8B | ||
| Q2 24 | $3.0B | $1.7B |
总资产FFIVFN
| Q1 26 | $6.5B | — | ||
| Q4 25 | $6.3B | $3.3B | ||
| Q3 25 | $6.3B | $3.0B | ||
| Q2 25 | $6.1B | $2.8B | ||
| Q1 25 | $5.9B | $2.6B | ||
| Q4 24 | $5.9B | $2.5B | ||
| Q3 24 | $5.6B | $2.4B | ||
| Q2 24 | $5.4B | $2.3B |
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 | $525.1M | $46.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-5.3M |
| 自由现金流率自由现金流/营收 | — | -0.5% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 现金转化率经营现金流/净利润 | 3.55× | 0.41× |
| 过去12个月自由现金流最近4个季度 | — | $102.3M |
8季度趋势，按日历期对齐
经营现金流FFIVFN
| Q1 26 | $525.1M | — | ||
| Q4 25 | $159.2M | $46.3M | ||
| Q3 25 | $208.1M | $102.6M | ||
| Q2 25 | $282.2M | $55.1M | ||
| Q1 25 | $256.6M | $74.2M | ||
| Q4 24 | $202.8M | $115.9M | ||
| Q3 24 | $246.5M | $83.2M | ||
| Q2 24 | $159.0M | $83.1M |
自由现金流FFIVFN
| Q1 26 | — | — | ||
| Q4 25 | $149.5M | $-5.3M | ||
| Q3 25 | $191.9M | $57.3M | ||
| Q2 25 | $273.7M | $4.7M | ||
| Q1 25 | $246.1M | $45.7M | ||
| Q4 24 | $194.7M | $94.0M | ||
| Q3 24 | $240.4M | $62.9M | ||
| Q2 24 | $153.1M | $70.4M |
自由现金流率FFIVFN
| Q1 26 | — | — | ||
| Q4 25 | 18.2% | -0.5% | ||
| Q3 25 | 23.7% | 5.9% | ||
| Q2 25 | 35.1% | 0.5% | ||
| Q1 25 | 33.7% | 5.2% | ||
| Q4 24 | 25.4% | 11.3% | ||
| Q3 24 | 32.2% | 7.8% | ||
| Q2 24 | 22.0% | 9.3% |
资本支出强度FFIVFN
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 4.6% | ||
| Q3 25 | 2.0% | 4.6% | ||
| Q2 25 | 1.1% | 5.5% | ||
| Q1 25 | 1.4% | 3.3% | ||
| Q4 24 | 1.1% | 2.6% | ||
| Q3 24 | 0.8% | 2.5% | ||
| Q2 24 | 0.8% | 1.7% |
现金转化率FFIVFN
| Q1 26 | 3.55× | — | ||
| Q4 25 | 0.88× | 0.41× | ||
| Q3 25 | 1.09× | 1.07× | ||
| Q2 25 | 1.49× | 0.63× | ||
| Q1 25 | 1.76× | 0.91× | ||
| Q4 24 | 1.22× | 1.34× | ||
| Q3 24 | 1.49× | 1.07× | ||
| Q2 24 | 1.10× | 1.02× |
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
FFIV
暂无分部数据
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
