vs
Fabrinet(FN)与GRIFFON CORP(GFF)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GRIFFON CORP的1.7倍($1.1B vs $649.1M),Fabrinet净利率更高(9.9% vs 9.9%,领先0.0%),Fabrinet同比增速更快(35.9% vs 2.6%),GRIFFON CORP自由现金流更多($99.3M vs $-5.3M),过去两年Fabrinet的营收复合增速更高(24.4% vs -1.8%)
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。
格里芬公司是总部位于纽约的跨国多元化控股集团,业务覆盖多领域运营,旗下拥有Ames True Temper、ClosetMaid、Clopay建筑产品和CornellCookson四大子公司。该公司1961年起在纽交所公开上市,是标普小盘600指数、标普1500综合指数及罗素2000指数的成分股。
FN vs GFF — 直观对比
营收规模更大
FN
是对方的1.7倍
$649.1M
营收增速更快
FN
高出33.3%
2.6%
净利率更高
FN
高出0.0%
9.9%
自由现金流更多
GFF
多$104.7M
$-5.3M
两年增速更快
FN
近两年复合增速
-1.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $649.1M |
| 净利润 | $112.6M | $64.4M |
| 毛利率 | 12.2% | 41.1% |
| 营业利润率 | 10.1% | 17.5% |
| 净利率 | 9.9% | 9.9% |
| 营收同比 | 35.9% | 2.6% |
| 净利润同比 | 30.0% | -9.1% |
| 每股收益(稀释后) | $3.11 | $1.41 |
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
GFF
| Q4 25 | $1.1B | $649.1M | ||
| Q3 25 | $978.1M | $662.2M | ||
| Q2 25 | $909.7M | $613.6M | ||
| Q1 25 | $871.8M | $611.7M | ||
| Q4 24 | $833.6M | $632.4M | ||
| Q3 24 | $804.2M | $659.7M | ||
| Q2 24 | $753.3M | $647.8M | ||
| Q1 24 | $731.5M | $672.9M |
净利润
FN
GFF
| Q4 25 | $112.6M | $64.4M | ||
| Q3 25 | $95.9M | $43.6M | ||
| Q2 25 | $87.2M | $-120.1M | ||
| Q1 25 | $81.3M | $56.8M | ||
| Q4 24 | $86.6M | $70.9M | ||
| Q3 24 | $77.4M | $62.5M | ||
| Q2 24 | $81.1M | $41.1M | ||
| Q1 24 | $80.9M | $64.1M |
毛利率
FN
GFF
| Q4 25 | 12.2% | 41.1% | ||
| Q3 25 | 11.9% | 41.7% | ||
| Q2 25 | 12.2% | 43.2% | ||
| Q1 25 | 11.7% | 41.2% | ||
| Q4 24 | 12.1% | 41.8% | ||
| Q3 24 | 12.3% | 39.9% | ||
| Q2 24 | 12.3% | 38.5% | ||
| Q1 24 | 12.4% | 40.2% |
营业利润率
FN
GFF
| Q4 25 | 10.1% | 17.5% | ||
| Q3 25 | 9.6% | 18.0% | ||
| Q2 25 | 9.8% | -20.5% | ||
| Q1 25 | 9.0% | 16.5% | ||
| Q4 24 | 9.5% | 17.7% | ||
| Q3 24 | 9.6% | 16.9% | ||
| Q2 24 | 9.7% | 13.8% | ||
| Q1 24 | 9.7% | 16.9% |
净利率
FN
GFF
| Q4 25 | 9.9% | 9.9% | ||
| Q3 25 | 9.8% | 6.6% | ||
| Q2 25 | 9.6% | -19.6% | ||
| Q1 25 | 9.3% | 9.3% | ||
| Q4 24 | 10.4% | 11.2% | ||
| Q3 24 | 9.6% | 9.5% | ||
| Q2 24 | 10.8% | 6.3% | ||
| Q1 24 | 11.1% | 9.5% |
每股收益(稀释后)
FN
GFF
| Q4 25 | $3.11 | $1.41 | ||
| Q3 25 | $2.66 | $1.04 | ||
| Q2 25 | $2.41 | $-2.65 | ||
| Q1 25 | $2.25 | $1.21 | ||
| Q4 24 | $2.38 | $1.49 | ||
| Q3 24 | $2.13 | $1.29 | ||
| Q2 24 | $2.22 | $0.84 | ||
| Q1 24 | $2.21 | $1.28 |
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 | $95.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $108.9M |
| 总资产 | $3.3B | $2.1B |
| 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
FN
GFF
| Q4 25 | $960.8M | $95.3M | ||
| Q3 25 | $968.8M | $99.0M | ||
| Q2 25 | $934.2M | $107.3M | ||
| Q1 25 | $950.7M | $127.8M | ||
| Q4 24 | $934.6M | $152.0M | ||
| Q3 24 | $908.9M | $114.4M | ||
| Q2 24 | $858.6M | $133.5M | ||
| Q1 24 | $794.0M | $123.0M |
总债务
FN
GFF
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.6B |
股东权益
FN
GFF
| Q4 25 | $2.2B | $108.9M | ||
| Q3 25 | $2.1B | $74.0M | ||
| Q2 25 | $2.0B | $63.9M | ||
| Q1 25 | $1.9B | $214.7M | ||
| Q4 24 | $1.8B | $227.8M | ||
| Q3 24 | $1.8B | $224.9M | ||
| Q2 24 | $1.7B | $223.5M | ||
| Q1 24 | $1.7B | $202.2M |
总资产
FN
GFF
| Q4 25 | $3.3B | $2.1B | ||
| Q3 25 | $3.0B | $2.1B | ||
| Q2 25 | $2.8B | $2.1B | ||
| Q1 25 | $2.6B | $2.3B | ||
| Q4 24 | $2.5B | $2.3B | ||
| Q3 24 | $2.4B | $2.4B | ||
| Q2 24 | $2.3B | $2.4B | ||
| Q1 24 | $2.2B | $2.4B |
负债/权益比
FN
GFF
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 22.71× | ||
| Q1 25 | — | 7.16× | ||
| Q4 24 | — | 6.48× | ||
| Q3 24 | — | 6.78× | ||
| Q2 24 | — | 6.74× | ||
| Q1 24 | — | 7.84× |
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 | $107.0M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $99.3M |
| 自由现金流率自由现金流/营收 | -0.5% | 15.3% |
| 资本支出强度资本支出/营收 | 4.6% | 1.2% |
| 现金转化率经营现金流/净利润 | 0.41× | 1.66× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $278.9M |
8季度趋势,按日历期对齐
经营现金流
FN
GFF
| Q4 25 | $46.3M | $107.0M | ||
| Q3 25 | $102.6M | $75.0M | ||
| Q2 25 | $55.1M | $123.1M | ||
| Q1 25 | $74.2M | $16.5M | ||
| Q4 24 | $115.9M | $142.9M | ||
| Q3 24 | $83.2M | $72.1M | ||
| Q2 24 | $83.1M | $122.1M | ||
| Q1 24 | $100.9M | $39.8M |
自由现金流
FN
GFF
| Q4 25 | $-5.3M | $99.3M | ||
| Q3 25 | $57.3M | $62.4M | ||
| Q2 25 | $4.7M | $114.4M | ||
| Q1 25 | $45.7M | $2.8M | ||
| Q4 24 | $94.0M | $125.5M | ||
| Q3 24 | $62.9M | $51.6M | ||
| Q2 24 | $70.4M | $107.5M | ||
| Q1 24 | $87.3M | $20.8M |
自由现金流率
FN
GFF
| Q4 25 | -0.5% | 15.3% | ||
| Q3 25 | 5.9% | 9.4% | ||
| Q2 25 | 0.5% | 18.6% | ||
| Q1 25 | 5.2% | 0.5% | ||
| Q4 24 | 11.3% | 19.8% | ||
| Q3 24 | 7.8% | 7.8% | ||
| Q2 24 | 9.3% | 16.6% | ||
| Q1 24 | 11.9% | 3.1% |
资本支出强度
FN
GFF
| Q4 25 | 4.6% | 1.2% | ||
| Q3 25 | 4.6% | 1.9% | ||
| Q2 25 | 5.5% | 1.4% | ||
| Q1 25 | 3.3% | 2.2% | ||
| Q4 24 | 2.6% | 2.8% | ||
| Q3 24 | 2.5% | 3.1% | ||
| Q2 24 | 1.7% | 2.2% | ||
| Q1 24 | 1.9% | 2.8% |
现金转化率
FN
GFF
| Q4 25 | 0.41× | 1.66× | ||
| Q3 25 | 1.07× | 1.72× | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.91× | 0.29× | ||
| Q4 24 | 1.34× | 2.02× | ||
| Q3 24 | 1.07× | 1.15× | ||
| Q2 24 | 1.02× | 2.97× | ||
| Q1 24 | 1.25× | 0.62× |
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% |
GFF
| Consumer And Professional Products | $241.1M | 37% |
| Residential Repairand Remodel | $202.1M | 31% |
| International Excluding North America | $97.8M | 15% |
| Retail | $47.3M | 7% |
| Residential New Construction | $32.5M | 5% |
| Other | $14.2M | 2% |
| Industrial | $14.1M | 2% |