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Fabrinet（FN）与ICON PLC（ICLR）财务数据对比。点击上方公司名可切换其他公司
ICON PLC的季度营收约是Fabrinet的1.8倍（$2.0B vs $1.1B），Fabrinet净利率更高（9.9% vs 0.1%，领先9.8%），Fabrinet同比增速更快（35.9% vs 0.6%），ICON PLC自由现金流更多（$333.9M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs 0.6%）
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。
ICON plc是总部位于爱尔兰的跨国医疗智能与临床研究服务机构，专注为全球医药健康领域客户提供专业研究及情报支持，截至2025年2月，已在全球55个国家布局业务，员工规模约4.19万人。
FN vs ICLR — 直观对比
营收规模更大
ICLR
是对方的1.8倍
$1.1B
营收增速更快
FN
高出35.3%
0.6%
净利率更高
FN
高出9.8%
0.1%
自由现金流更多
ICLR
多$339.3M
$-5.3M
两年增速更快
FN
近两年复合增速
0.6%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.0B |
| 净利润 | $112.6M | $2.4M |
| 毛利率 | 12.2% | — |
| 营业利润率 | 10.1% | 4.2% |
| 净利率 | 9.9% | 0.1% |
| 营收同比 | 35.9% | 0.6% |
| 净利润同比 | 30.0% | -98.8% |
| 每股收益（稀释后） | $3.11 | $0.03 |
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FNICLR
| Q4 25 | $1.1B | — | ||
| Q3 25 | $978.1M | $2.0B | ||
| Q2 25 | $909.7M | $2.0B | ||
| Q1 25 | $871.8M | $2.0B | ||
| Q4 24 | $833.6M | — | ||
| Q3 24 | $804.2M | $2.0B | ||
| Q2 24 | $753.3M | $2.1B | ||
| Q1 24 | $731.5M | $2.1B |
净利润FNICLR
| Q4 25 | $112.6M | — | ||
| Q3 25 | $95.9M | $2.4M | ||
| Q2 25 | $87.2M | $183.0M | ||
| Q1 25 | $81.3M | $154.2M | ||
| Q4 24 | $86.6M | — | ||
| Q3 24 | $77.4M | $197.1M | ||
| Q2 24 | $81.1M | $146.9M | ||
| Q1 24 | $80.9M | $187.4M |
毛利率FNICLR
| Q4 25 | 12.2% | — | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | 12.2% | — | ||
| Q1 25 | 11.7% | — | ||
| Q4 24 | 12.1% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 12.3% | — | ||
| Q1 24 | 12.4% | — |
营业利润率FNICLR
| Q4 25 | 10.1% | — | ||
| Q3 25 | 9.6% | 4.2% | ||
| Q2 25 | 9.8% | 10.4% | ||
| Q1 25 | 9.0% | 11.0% | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 9.6% | 14.1% | ||
| Q2 24 | 9.7% | 10.8% | ||
| Q1 24 | 9.7% | 13.7% |
净利率FNICLR
| Q4 25 | 9.9% | — | ||
| Q3 25 | 9.8% | 0.1% | ||
| Q2 25 | 9.6% | 9.1% | ||
| Q1 25 | 9.3% | 7.7% | ||
| Q4 24 | 10.4% | — | ||
| Q3 24 | 9.6% | 9.7% | ||
| Q2 24 | 10.8% | 6.9% | ||
| Q1 24 | 11.1% | 9.0% |
每股收益（稀释后）FNICLR
| Q4 25 | $3.11 | — | ||
| Q3 25 | $2.66 | $0.03 | ||
| Q2 25 | $2.41 | $2.30 | ||
| Q1 25 | $2.25 | $1.90 | ||
| Q4 24 | $2.38 | — | ||
| Q3 24 | $2.13 | $2.36 | ||
| Q2 24 | $2.22 | $1.76 | ||
| Q1 24 | $2.21 | $2.25 |
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 | $468.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $9.3B |
| 总资产 | $3.3B | $16.5B |
| 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FNICLR
| Q4 25 | $960.8M | — | ||
| Q3 25 | $968.8M | $468.9M | ||
| Q2 25 | $934.2M | $390.4M | ||
| Q1 25 | $950.7M | $526.7M | ||
| Q4 24 | $934.6M | — | ||
| Q3 24 | $908.9M | $695.5M | ||
| Q2 24 | $858.6M | $506.6M | ||
| Q1 24 | $794.0M | $396.1M |
股东权益FNICLR
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.1B | $9.3B | ||
| Q2 25 | $2.0B | $9.6B | ||
| Q1 25 | $1.9B | $9.5B | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | $9.8B | ||
| Q2 24 | $1.7B | $9.6B | ||
| Q1 24 | $1.7B | $9.4B |
总资产FNICLR
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.0B | $16.5B | ||
| Q2 25 | $2.8B | $16.6B | ||
| Q1 25 | $2.6B | $16.7B | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.4B | $17.2B | ||
| Q2 24 | $2.3B | $17.0B | ||
| Q1 24 | $2.2B | $17.0B |
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 | $387.6M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $333.9M |
| 自由现金流率自由现金流/营收 | -0.5% | 16.3% |
| 资本支出强度资本支出/营收 | 4.6% | 2.6% |
| 现金转化率经营现金流/净利润 | 0.41× | 164.59× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $1.0B |
8季度趋势，按日历期对齐
经营现金流FNICLR
| Q4 25 | $46.3M | — | ||
| Q3 25 | $102.6M | $387.6M | ||
| Q2 25 | $55.1M | $146.2M | ||
| Q1 25 | $74.2M | $268.2M | ||
| Q4 24 | $115.9M | — | ||
| Q3 24 | $83.2M | $402.7M | ||
| Q2 24 | $83.1M | $218.6M | ||
| Q1 24 | $100.9M | $327.1M |
自由现金流FNICLR
| Q4 25 | $-5.3M | — | ||
| Q3 25 | $57.3M | $333.9M | ||
| Q2 25 | $4.7M | $113.9M | ||
| Q1 25 | $45.7M | $239.3M | ||
| Q4 24 | $94.0M | — | ||
| Q3 24 | $62.9M | $359.3M | ||
| Q2 24 | $70.4M | $182.3M | ||
| Q1 24 | $87.3M | $299.9M |
自由现金流率FNICLR
| Q4 25 | -0.5% | — | ||
| Q3 25 | 5.9% | 16.3% | ||
| Q2 25 | 0.5% | 5.6% | ||
| Q1 25 | 5.2% | 12.0% | ||
| Q4 24 | 11.3% | — | ||
| Q3 24 | 7.8% | 17.7% | ||
| Q2 24 | 9.3% | 8.6% | ||
| Q1 24 | 11.9% | 14.3% |
资本支出强度FNICLR
| Q4 25 | 4.6% | — | ||
| Q3 25 | 4.6% | 2.6% | ||
| Q2 25 | 5.5% | 1.6% | ||
| Q1 25 | 3.3% | 1.4% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.5% | 2.1% | ||
| Q2 24 | 1.7% | 1.7% | ||
| Q1 24 | 1.9% | 1.3% |
现金转化率FNICLR
| Q4 25 | 0.41× | — | ||
| Q3 25 | 1.07× | 164.59× | ||
| Q2 25 | 0.63× | 0.80× | ||
| Q1 25 | 0.91× | 1.74× | ||
| Q4 24 | 1.34× | — | ||
| Q3 24 | 1.07× | 2.04× | ||
| Q2 24 | 1.02× | 1.49× | ||
| Q1 24 | 1.25× | 1.74× |
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% |
ICLR
| Other Customers | $681.3M | 33% |
| Clients1125 | $549.4M | 27% |
| Clients15 | $503.3M | 25% |
| Clients610 | $308.8M | 15% |
