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Fabrinet（FN）与IES Holdings, Inc.（IESC）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IES Holdings, Inc.的1.3倍（$1.1B vs $871.0M），IES Holdings, Inc.净利率更高（10.5% vs 9.9%，领先0.6%），Fabrinet同比增速更快（35.9% vs 16.2%），Fabrinet自由现金流更多（$-5.3M vs $-18.9M），过去两年Fabrinet的营收复合增速更高（24.4% vs 11.1%）
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。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
FN vs IESC — 直观对比
营收规模更大
FN
是对方的1.3倍
$871.0M
营收增速更快
FN
高出19.7%
16.2%
净利率更高
IESC
高出0.6%
9.9%
自由现金流更多
FN
多$13.5M
$-18.9M
两年增速更快
FN
近两年复合增速
11.1%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $871.0M |
| 净利润 | $112.6M | $91.8M |
| 毛利率 | 12.2% | 25.3% |
| 营业利润率 | 10.1% | 11.2% |
| 净利率 | 9.9% | 10.5% |
| 营收同比 | 35.9% | 16.2% |
| 净利润同比 | 30.0% | 59.1% |
| 每股收益（稀释后） | $3.11 | $4.51 |
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FNIESC
| Q4 25 | $1.1B | $871.0M | ||
| Q3 25 | $978.1M | $897.8M | ||
| Q2 25 | $909.7M | $890.2M | ||
| Q1 25 | $871.8M | $834.0M | ||
| Q4 24 | $833.6M | $749.5M | ||
| Q3 24 | $804.2M | $775.8M | ||
| Q2 24 | $753.3M | $768.4M | ||
| Q1 24 | $731.5M | $705.7M |
净利润FNIESC
| Q4 25 | $112.6M | $91.8M | ||
| Q3 25 | $95.9M | $102.3M | ||
| Q2 25 | $87.2M | $79.3M | ||
| Q1 25 | $81.3M | $72.6M | ||
| Q4 24 | $86.6M | $57.7M | ||
| Q3 24 | $77.4M | $65.5M | ||
| Q2 24 | $81.1M | $66.6M | ||
| Q1 24 | $80.9M | $56.8M |
毛利率FNIESC
| Q4 25 | 12.2% | 25.3% | ||
| Q3 25 | 11.9% | 26.0% | ||
| Q2 25 | 12.2% | 26.9% | ||
| Q1 25 | 11.7% | 25.0% | ||
| Q4 24 | 12.1% | 23.8% | ||
| Q3 24 | 12.3% | 24.0% | ||
| Q2 24 | 12.3% | 25.3% | ||
| Q1 24 | 12.4% | 24.3% |
营业利润率FNIESC
| Q4 25 | 10.1% | 11.2% | ||
| Q3 25 | 9.6% | 11.6% | ||
| Q2 25 | 9.8% | 12.6% | ||
| Q1 25 | 9.0% | 11.1% | ||
| Q4 24 | 9.5% | 10.0% | ||
| Q3 24 | 9.6% | 9.7% | ||
| Q2 24 | 9.7% | 11.7% | ||
| Q1 24 | 9.7% | 11.0% |
净利率FNIESC
| Q4 25 | 9.9% | 10.5% | ||
| Q3 25 | 9.8% | 11.4% | ||
| Q2 25 | 9.6% | 8.9% | ||
| Q1 25 | 9.3% | 8.7% | ||
| Q4 24 | 10.4% | 7.7% | ||
| Q3 24 | 9.6% | 8.4% | ||
| Q2 24 | 10.8% | 8.7% | ||
| Q1 24 | 11.1% | 8.0% |
每股收益（稀释后）FNIESC
| Q4 25 | $3.11 | $4.51 | ||
| Q3 25 | $2.66 | $4.99 | ||
| Q2 25 | $2.41 | $3.81 | ||
| Q1 25 | $2.25 | $3.50 | ||
| Q4 24 | $2.38 | $2.72 | ||
| Q3 24 | $2.13 | $3.06 | ||
| Q2 24 | $2.22 | $2.67 | ||
| Q1 24 | $2.21 | $2.29 |
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 | $258.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $961.1M |
| 总资产 | $3.3B | $1.7B |
| 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FNIESC
| Q4 25 | $960.8M | $258.7M | ||
| Q3 25 | $968.8M | $231.8M | ||
| Q2 25 | $934.2M | $168.3M | ||
| Q1 25 | $950.7M | $88.3M | ||
| Q4 24 | $934.6M | $112.0M | ||
| Q3 24 | $908.9M | $135.8M | ||
| Q2 24 | $858.6M | $44.9M | ||
| Q1 24 | $794.0M | $106.0M |
股东权益FNIESC
| Q4 25 | $2.2B | $961.1M | ||
| Q3 25 | $2.1B | $884.0M | ||
| Q2 25 | $2.0B | $781.4M | ||
| Q1 25 | $1.9B | $705.8M | ||
| Q4 24 | $1.8B | $652.4M | ||
| Q3 24 | $1.8B | $611.1M | ||
| Q2 24 | $1.7B | $567.5M | ||
| Q1 24 | $1.7B | $534.8M |
总资产FNIESC
| Q4 25 | $3.3B | $1.7B | ||
| Q3 25 | $3.0B | $1.6B | ||
| Q2 25 | $2.8B | $1.5B | ||
| Q1 25 | $2.6B | $1.4B | ||
| Q4 24 | $2.5B | $1.3B | ||
| Q3 24 | $2.4B | $1.2B | ||
| Q2 24 | $2.3B | $1.2B | ||
| Q1 24 | $2.2B | $1.1B |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $-18.9M |
| 自由现金流率自由现金流/营收 | -0.5% | -2.2% |
| 资本支出强度资本支出/营收 | 4.6% | 5.3% |
| 现金转化率经营现金流/净利润 | 0.41× | 0.30× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $175.9M |
8季度趋势，按日历期对齐
经营现金流FNIESC
| Q4 25 | $46.3M | $27.7M | ||
| Q3 25 | $102.6M | $132.0M | ||
| Q2 25 | $55.1M | $92.0M | ||
| Q1 25 | $74.2M | $24.8M | ||
| Q4 24 | $115.9M | $37.3M | ||
| Q3 24 | $83.2M | $92.8M | ||
| Q2 24 | $83.1M | $82.9M | ||
| Q1 24 | $100.9M | $33.7M |
自由现金流FNIESC
| Q4 25 | $-5.3M | $-18.9M | ||
| Q3 25 | $57.3M | $112.0M | ||
| Q2 25 | $4.7M | $74.8M | ||
| Q1 25 | $45.7M | $7.9M | ||
| Q4 24 | $94.0M | $24.1M | ||
| Q3 24 | $62.9M | $78.5M | ||
| Q2 24 | $70.4M | $65.4M | ||
| Q1 24 | $87.3M | $26.9M |
自由现金流率FNIESC
| Q4 25 | -0.5% | -2.2% | ||
| Q3 25 | 5.9% | 12.5% | ||
| Q2 25 | 0.5% | 8.4% | ||
| Q1 25 | 5.2% | 0.9% | ||
| Q4 24 | 11.3% | 3.2% | ||
| Q3 24 | 7.8% | 10.1% | ||
| Q2 24 | 9.3% | 8.5% | ||
| Q1 24 | 11.9% | 3.8% |
资本支出强度FNIESC
| Q4 25 | 4.6% | 5.3% | ||
| Q3 25 | 4.6% | 2.2% | ||
| Q2 25 | 5.5% | 1.9% | ||
| Q1 25 | 3.3% | 2.0% | ||
| Q4 24 | 2.6% | 1.8% | ||
| Q3 24 | 2.5% | 1.8% | ||
| Q2 24 | 1.7% | 2.3% | ||
| Q1 24 | 1.9% | 1.0% |
现金转化率FNIESC
| Q4 25 | 0.41× | 0.30× | ||
| Q3 25 | 1.07× | 1.29× | ||
| Q2 25 | 0.63× | 1.16× | ||
| Q1 25 | 0.91× | 0.34× | ||
| Q4 24 | 1.34× | 0.65× | ||
| Q3 24 | 1.07× | 1.42× | ||
| Q2 24 | 1.02× | 1.24× | ||
| Q1 24 | 1.25× | 0.59× |
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% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
