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
FN
是对方的1.1倍
FN
$1.1B
$1.0B
FTV
营收增速更快
FN
FN
高出69.0%
FN
35.9%
-33.1%
FTV
净利率更高
FN
FN
高出4.6%
FN
9.9%
5.4%
FTV
自由现金流更多
FTV
FTV
多$158.4M
FTV
$153.1M
$-5.3M
FN
两年增速更快
FN
FN
近两年复合增速
FN
24.4%
-19.5%
FTV

损益表 — Q2 FY2026 vs Q3 FY2025

指标
FN
FN
FTV
FTV
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
FN
FTV
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
FN
FTV
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
FN
FTV
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
FN
FTV
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
FN
FTV
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
FN
FTV
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
FN
FN
FTV
FTV
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
FN
FTV
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
FN
FTV
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
FN
FTV
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
FN
FTV
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
FN
FTV
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
FN
FN
FTV
FTV
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
FN
FTV
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
FN
FTV
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
FN
FTV
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
FN
FTV
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
FN
FTV
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
FN

Optical Communications$832.6M73%
Non Optical Communications$300.3M27%

FTV
FTV

Advanced Healthcare Solutions$328.3M32%
Industrial Manufacturing$287.9M28%
Energy And Infrastructure$166.7M16%
Government$88.0M9%
Retail$82.7M8%
Other Direct End Markets$79.6M8%

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