vs
Fabrinet（FN）与因美纳（ILMN）财务数据对比。点击上方公司名可切换其他公司
Fabrinet的季度营收约是因美纳的1.0倍（$1.1B vs $1.1B），因美纳净利率更高（12.3% vs 9.9%，领先2.3%），Fabrinet同比增速更快（35.9% vs 4.8%），因美纳自由现金流更多（$251.0M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs -1.3%）
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。
因美纳是总部位于美国加利福尼亚州圣迭戈的生物技术企业，成立于1998年4月，专注研发、生产及销售用于分析基因变异与生物功能的集成系统，产品及服务覆盖测序、基因分型、基因表达、蛋白质组学等领域，业务遍及全球超155个国家和地区。
FN vs ILMN — 直观对比
营收规模更大
FN
是对方的1.0倍
$1.1B
营收增速更快
FN
高出31.1%
4.8%
净利率更高
ILMN
高出2.3%
9.9%
自由现金流更多
ILMN
多$256.3M
$-5.3M
两年增速更快
FN
近两年复合增速
-1.3%
损益表 — Q2 FY2026 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.1B |
| 净利润 | $112.6M | $134.0M |
| 毛利率 | 12.2% | 66.1% |
| 营业利润率 | 10.1% | 19.2% |
| 净利率 | 9.9% | 12.3% |
| 营收同比 | 35.9% | 4.8% |
| 净利润同比 | 30.0% | — |
| 每股收益（稀释后） | $3.11 | $0.87 |
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FNILMN
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $978.1M | — | ||
| Q2 25 | $909.7M | — | ||
| Q1 25 | $871.8M | — | ||
| Q4 24 | $833.6M | $1.1B | ||
| Q3 24 | $804.2M | $1.1B | ||
| Q2 24 | $753.3M | $1.1B |
净利润FNILMN
| Q1 26 | — | $134.0M | ||
| Q4 25 | $112.6M | $334.0M | ||
| Q3 25 | $95.9M | — | ||
| Q2 25 | $87.2M | — | ||
| Q1 25 | $81.3M | — | ||
| Q4 24 | $86.6M | $186.0M | ||
| Q3 24 | $77.4M | $705.0M | ||
| Q2 24 | $81.1M | $-2.0B |
毛利率FNILMN
| Q1 26 | — | 66.1% | ||
| Q4 25 | 12.2% | 65.5% | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | 12.2% | — | ||
| Q1 25 | 11.7% | — | ||
| Q4 24 | 12.1% | 65.9% | ||
| Q3 24 | 12.3% | 69.0% | ||
| Q2 24 | 12.3% | 64.8% |
营业利润率FNILMN
| Q1 26 | — | 19.2% | ||
| Q4 25 | 10.1% | 17.4% | ||
| Q3 25 | 9.6% | — | ||
| Q2 25 | 9.8% | — | ||
| Q1 25 | 9.0% | — | ||
| Q4 24 | 9.5% | 15.8% | ||
| Q3 24 | 9.6% | 68.6% | ||
| Q2 24 | 9.7% | -147.2% |
净利率FNILMN
| Q1 26 | — | 12.3% | ||
| Q4 25 | 9.9% | 28.8% | ||
| Q3 25 | 9.8% | — | ||
| Q2 25 | 9.6% | — | ||
| Q1 25 | 9.3% | — | ||
| Q4 24 | 10.4% | 16.8% | ||
| Q3 24 | 9.6% | 65.3% | ||
| Q2 24 | 10.8% | -178.8% |
每股收益（稀释后）FNILMN
| Q1 26 | — | $0.87 | ||
| Q4 25 | $3.11 | $2.16 | ||
| Q3 25 | $2.66 | — | ||
| Q2 25 | $2.41 | — | ||
| Q1 25 | $2.25 | — | ||
| Q4 24 | $2.38 | $1.16 | ||
| Q3 24 | $2.13 | $4.42 | ||
| Q2 24 | $2.22 | $-12.48 |
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 | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $2.7B |
| 总资产 | $3.3B | $6.6B |
| 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FNILMN
| Q1 26 | — | $1.2B | ||
| Q4 25 | $960.8M | $1.6B | ||
| Q3 25 | $968.8M | — | ||
| Q2 25 | $934.2M | — | ||
| Q1 25 | $950.7M | — | ||
| Q4 24 | $934.6M | $93.0M | ||
| Q3 24 | $908.9M | $70.0M | ||
| Q2 24 | $858.6M | $74.0M |
股东权益FNILMN
| Q1 26 | — | $2.7B | ||
| Q4 25 | $2.2B | $2.7B | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.8B | $2.4B | ||
| Q3 24 | $1.8B | $2.1B | ||
| Q2 24 | $1.7B | $1.4B |
总资产FNILMN
| Q1 26 | — | $6.6B | ||
| Q4 25 | $3.3B | $6.6B | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $2.8B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.5B | $6.3B | ||
| Q3 24 | $2.4B | $6.0B | ||
| Q2 24 | $2.3B | $6.1B |
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 | $289.0M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $251.0M |
| 自由现金流率自由现金流/营收 | -0.5% | 23.0% |
| 资本支出强度资本支出/营收 | 4.6% | — |
| 现金转化率经营现金流/净利润 | 0.41× | 2.16× |
| 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FNILMN
| Q1 26 | — | $289.0M | ||
| Q4 25 | $46.3M | $321.0M | ||
| Q3 25 | $102.6M | — | ||
| Q2 25 | $55.1M | — | ||
| Q1 25 | $74.2M | — | ||
| Q4 24 | $115.9M | $364.0M | ||
| Q3 24 | $83.2M | $316.0M | ||
| Q2 24 | $83.1M | $80.0M |
自由现金流FNILMN
| Q1 26 | — | $251.0M | ||
| Q4 25 | $-5.3M | $267.0M | ||
| Q3 25 | $57.3M | — | ||
| Q2 25 | $4.7M | — | ||
| Q1 25 | $45.7M | — | ||
| Q4 24 | $94.0M | $335.0M | ||
| Q3 24 | $62.9M | $284.0M | ||
| Q2 24 | $70.4M | $49.0M |
自由现金流率FNILMN
| Q1 26 | — | 23.0% | ||
| Q4 25 | -0.5% | 23.0% | ||
| Q3 25 | 5.9% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 11.3% | 30.3% | ||
| Q3 24 | 7.8% | 26.3% | ||
| Q2 24 | 9.3% | 4.4% |
资本支出强度FNILMN
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | — | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | 5.5% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 2.6% | 2.6% | ||
| Q3 24 | 2.5% | 3.0% | ||
| Q2 24 | 1.7% | 2.8% |
现金转化率FNILMN
| Q1 26 | — | 2.16× | ||
| Q4 25 | 0.41× | 0.96× | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.91× | — | ||
| Q4 24 | 1.34× | 1.96× | ||
| Q3 24 | 1.07× | 0.45× | ||
| Q2 24 | 1.02× | — |
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% |
ILMN
| Product revenue | $917.0M | 84% |
| Service and other revenue | $174.0M | 16% |
