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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
FN
是对方的1.7倍
FN
$1.1B
$649.1M
GFF
营收增速更快
FN
FN
高出33.3%
FN
35.9%
2.6%
GFF
净利率更高
FN
FN
高出0.0%
FN
9.9%
9.9%
GFF
自由现金流更多
GFF
GFF
多$104.7M
GFF
$99.3M
$-5.3M
FN
两年增速更快
FN
FN
近两年复合增速
FN
24.4%
-1.8%
GFF

损益表 — Q2 FY2026 vs Q1 FY2026

指标
FN
FN
GFF
GFF
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
FN
GFF
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
FN
GFF
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
FN
GFF
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
FN
GFF
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
FN
GFF
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
FN
GFF
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
FN
FN
GFF
GFF
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
FN
GFF
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
FN
GFF
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
FN
GFF
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
FN
GFF
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
FN
GFF
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
FN
FN
GFF
GFF
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
FN
GFF
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
FN
GFF
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
FN
GFF
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
FN
GFF
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
FN
GFF
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
FN

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

GFF
GFF

Consumer And Professional Products$241.1M37%
Residential Repairand Remodel$202.1M31%
International Excluding North America$97.8M15%
Retail$47.3M7%
Residential New Construction$32.5M5%
Other$14.2M2%
Industrial$14.1M2%

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