vs
Fabrinet(FN)与Fortive(FTV)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Fortive的1.1倍($1.1B vs $1.0B),Fabrinet净利率更高(9.9% vs 5.4%,领先4.6%),Fabrinet同比增速更快(35.9% vs -33.1%),Fortive自由现金流更多($153.1M vs $-5.3M),过去两年Fabrinet的营收复合增速更高(24.4% vs -19.5%)
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。
Fortive是总部位于美国华盛顿州埃弗里特的工业科技集团,专注于提供互联工作流解决方案所需的核心技术,研发、生产及销售专业工程类产品、软件与服务,旗下业务分为智能运营解决方案、精密技术、先进医疗解决方案三大战略板块。
FN vs FTV — 直观对比
营收规模更大
FN
是对方的1.1倍
$1.0B
营收增速更快
FN
高出69.0%
-33.1%
净利率更高
FN
高出4.6%
5.4%
自由现金流更多
FTV
多$158.4M
$-5.3M
两年增速更快
FN
近两年复合增速
-19.5%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $1.0B |
| 净利润 | $112.6M | $55.0M |
| 毛利率 | 12.2% | 63.2% |
| 营业利润率 | 10.1% | 15.5% |
| 净利率 | 9.9% | 5.4% |
| 营收同比 | 35.9% | -33.1% |
| 净利润同比 | 30.0% | -75.2% |
| 每股收益(稀释后) | $3.11 | $0.16 |
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
FN
FTV
| Q4 25 | $1.1B | — | ||
| Q3 25 | $978.1M | $1.0B | ||
| Q2 25 | $909.7M | $1.5B | ||
| Q1 25 | $871.8M | $1.5B | ||
| Q4 24 | $833.6M | $1.6B | ||
| Q3 24 | $804.2M | $1.5B | ||
| Q2 24 | $753.3M | $1.6B | ||
| Q1 24 | $731.5M | $1.5B |
净利润
FN
FTV
| Q4 25 | $112.6M | — | ||
| Q3 25 | $95.9M | $55.0M | ||
| Q2 25 | $87.2M | $166.6M | ||
| Q1 25 | $81.3M | $171.9M | ||
| Q4 24 | $86.6M | $208.8M | ||
| Q3 24 | $77.4M | $221.6M | ||
| Q2 24 | $81.1M | $195.1M | ||
| Q1 24 | $80.9M | $207.4M |
毛利率
FN
FTV
| Q4 25 | 12.2% | — | ||
| Q3 25 | 11.9% | 63.2% | ||
| Q2 25 | 12.2% | 59.0% | ||
| Q1 25 | 11.7% | 59.8% | ||
| Q4 24 | 12.1% | 60.3% | ||
| Q3 24 | 12.3% | 60.0% | ||
| Q2 24 | 12.3% | 59.8% | ||
| Q1 24 | 12.4% | 59.3% |
营业利润率
FN
FTV
| Q4 25 | 10.1% | — | ||
| Q3 25 | 9.6% | 15.5% | ||
| Q2 25 | 9.8% | 14.6% | ||
| Q1 25 | 9.0% | 15.8% | ||
| Q4 24 | 9.5% | 19.0% | ||
| Q3 24 | 9.6% | 19.3% | ||
| Q2 24 | 9.7% | 19.4% | ||
| Q1 24 | 9.7% | 19.8% |
净利率
FN
FTV
| Q4 25 | 9.9% | — | ||
| Q3 25 | 9.8% | 5.4% | ||
| Q2 25 | 9.6% | 11.0% | ||
| Q1 25 | 9.3% | 11.7% | ||
| Q4 24 | 10.4% | 12.9% | ||
| Q3 24 | 9.6% | 14.4% | ||
| Q2 24 | 10.8% | 12.6% | ||
| Q1 24 | 11.1% | 13.6% |
每股收益(稀释后)
FN
FTV
| Q4 25 | $3.11 | — | ||
| Q3 25 | $2.66 | $0.16 | ||
| Q2 25 | $2.41 | $0.49 | ||
| Q1 25 | $2.25 | $0.50 | ||
| Q4 24 | $2.38 | $0.60 | ||
| Q3 24 | $2.13 | $0.63 | ||
| Q2 24 | $2.22 | $0.55 | ||
| Q1 24 | $2.21 | $0.58 |
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 | $960.8M | $430.8M |
| 总债务越低越好 | — | $3.3B |
| 股东权益账面价值 | $2.2B | $6.5B |
| 总资产 | $3.3B | $11.9B |
| 负债/权益比越低杠杆越低 | — | 0.51× |
8季度趋势,按日历期对齐
现金及短期投资
FN
FTV
| Q4 25 | $960.8M | — | ||
| Q3 25 | $968.8M | $430.8M | ||
| Q2 25 | $934.2M | $1.8B | ||
| Q1 25 | $950.7M | $892.1M | ||
| Q4 24 | $934.6M | $813.3M | ||
| Q3 24 | $908.9M | $811.3M | ||
| Q2 24 | $858.6M | $644.1M | ||
| Q1 24 | $794.0M | $704.6M |
总债务
FN
FTV
| Q4 25 | — | — | ||
| Q3 25 | — | $3.3B | ||
| Q2 25 | — | $4.8B | ||
| Q1 25 | — | $3.9B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.9B | ||
| Q2 24 | — | $3.8B | ||
| Q1 24 | — | $3.9B |
股东权益
FN
FTV
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.1B | $6.5B | ||
| Q2 25 | $2.0B | $10.4B | ||
| Q1 25 | $1.9B | $10.2B | ||
| Q4 24 | $1.8B | $10.2B | ||
| Q3 24 | $1.8B | $10.6B | ||
| Q2 24 | $1.7B | $10.5B | ||
| Q1 24 | $1.7B | $10.5B |
总资产
FN
FTV
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.0B | $11.9B | ||
| Q2 25 | $2.8B | $18.2B | ||
| Q1 25 | $2.6B | $17.1B | ||
| Q4 24 | $2.5B | $17.0B | ||
| Q3 24 | $2.4B | $17.5B | ||
| Q2 24 | $2.3B | $17.3B | ||
| Q1 24 | $2.2B | $17.5B |
负债/权益比
FN
FTV
| Q4 25 | — | — | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.46× | ||
| Q1 25 | — | 0.38× | ||
| Q4 24 | — | 0.36× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.36× | ||
| Q1 24 | — | 0.38× |
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 | $46.3M | $164.4M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $153.1M |
| 自由现金流率自由现金流/营收 | -0.5% | 14.9% |
| 资本支出强度资本支出/营收 | 4.6% | 1.1% |
| 现金转化率经营现金流/净利润 | 0.41× | 2.99× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $1.1B |
8季度趋势,按日历期对齐
经营现金流
FN
FTV
| Q4 25 | $46.3M | — | ||
| Q3 25 | $102.6M | $164.4M | ||
| Q2 25 | $55.1M | $311.2M | ||
| Q1 25 | $74.2M | $241.7M | ||
| Q4 24 | $115.9M | $502.2M | ||
| Q3 24 | $83.2M | $459.0M | ||
| Q2 24 | $83.1M | $308.9M | ||
| Q1 24 | $100.9M | $256.7M |
自由现金流
FN
FTV
| Q4 25 | $-5.3M | — | ||
| Q3 25 | $57.3M | $153.1M | ||
| Q2 25 | $4.7M | $274.5M | ||
| Q1 25 | $45.7M | $215.0M | ||
| Q4 24 | $94.0M | $465.2M | ||
| Q3 24 | $62.9M | $431.2M | ||
| Q2 24 | $70.4M | $279.7M | ||
| Q1 24 | $87.3M | $230.3M |
自由现金流率
FN
FTV
| Q4 25 | -0.5% | — | ||
| Q3 25 | 5.9% | 14.9% | ||
| Q2 25 | 0.5% | 18.1% | ||
| Q1 25 | 5.2% | 14.6% | ||
| Q4 24 | 11.3% | 28.7% | ||
| Q3 24 | 7.8% | 28.1% | ||
| Q2 24 | 9.3% | 18.0% | ||
| Q1 24 | 11.9% | 15.1% |
资本支出强度
FN
FTV
| Q4 25 | 4.6% | — | ||
| Q3 25 | 4.6% | 1.1% | ||
| Q2 25 | 5.5% | 2.4% | ||
| Q1 25 | 3.3% | 1.8% | ||
| Q4 24 | 2.6% | 2.3% | ||
| Q3 24 | 2.5% | 1.8% | ||
| Q2 24 | 1.7% | 1.9% | ||
| Q1 24 | 1.9% | 1.7% |
现金转化率
FN
FTV
| Q4 25 | 0.41× | — | ||
| Q3 25 | 1.07× | 2.99× | ||
| Q2 25 | 0.63× | 1.87× | ||
| Q1 25 | 0.91× | 1.41× | ||
| Q4 24 | 1.34× | 2.41× | ||
| Q3 24 | 1.07× | 2.07× | ||
| Q2 24 | 1.02× | 1.58× | ||
| Q1 24 | 1.25× | 1.24× |
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
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
FTV
| Advanced Healthcare Solutions | $328.3M | 32% |
| Industrial Manufacturing | $287.9M | 28% |
| Energy And Infrastructure | $166.7M | 16% |
| Government | $88.0M | 9% |
| Retail | $82.7M | 8% |
| Other Direct End Markets | $79.6M | 8% |