vs
Fabrinet（FN）与英格索兰（IR）财务数据对比。点击上方公司名可切换其他公司
英格索兰的季度营收约是Fabrinet的1.8倍（$2.1B vs $1.1B），英格索兰净利率更高（12.7% vs 9.9%，领先2.8%），Fabrinet同比增速更快（35.9% vs 10.1%），英格索兰自由现金流更多（$461.5M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs 11.9%）
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。
英格索兰是一家美国跨国企业，主营流体生产及工业产品业务。公司于2020年2月由原英格索兰plc的工业业务板块分拆后与加德纳丹佛合并组建，旗下拥有40多个品牌，产品覆盖全球所有主要市场。
FN vs IR — 直观对比
营收规模更大
IR
是对方的1.8倍
$1.1B
营收增速更快
FN
高出25.8%
10.1%
净利率更高
IR
高出2.8%
9.9%
自由现金流更多
IR
多$466.8M
$-5.3M
两年增速更快
FN
近两年复合增速
11.9%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.1B |
| 净利润 | $112.6M | $266.1M |
| 毛利率 | 12.2% | 42.6% |
| 营业利润率 | 10.1% | 18.7% |
| 净利率 | 9.9% | 12.7% |
| 营收同比 | 35.9% | 10.1% |
| 净利润同比 | 30.0% | 15.8% |
| 每股收益（稀释后） | $3.11 | $0.67 |
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FNIR
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $978.1M | $2.0B | ||
| Q2 25 | $909.7M | $1.9B | ||
| Q1 25 | $871.8M | $1.7B | ||
| Q4 24 | $833.6M | $1.9B | ||
| Q3 24 | $804.2M | $1.9B | ||
| Q2 24 | $753.3M | $1.8B | ||
| Q1 24 | $731.5M | $1.7B |
净利润FNIR
| Q4 25 | $112.6M | $266.1M | ||
| Q3 25 | $95.9M | $244.1M | ||
| Q2 25 | $87.2M | $-115.3M | ||
| Q1 25 | $81.3M | $186.5M | ||
| Q4 24 | $86.6M | $229.8M | ||
| Q3 24 | $77.4M | $221.6M | ||
| Q2 24 | $81.1M | $185.0M | ||
| Q1 24 | $80.9M | $202.2M |
毛利率FNIR
| Q4 25 | 12.2% | 42.6% | ||
| Q3 25 | 11.9% | 43.7% | ||
| Q2 25 | 12.2% | 43.7% | ||
| Q1 25 | 11.7% | 44.6% | ||
| Q4 24 | 12.1% | 42.9% | ||
| Q3 24 | 12.3% | 43.8% | ||
| Q2 24 | 12.3% | 43.9% | ||
| Q1 24 | 12.4% | 44.7% |
营业利润率FNIR
| Q4 25 | 10.1% | 18.7% | ||
| Q3 25 | 9.6% | 19.2% | ||
| Q2 25 | 9.8% | 4.0% | ||
| Q1 25 | 9.0% | 17.6% | ||
| Q4 24 | 9.5% | 20.0% | ||
| Q3 24 | 9.6% | 19.1% | ||
| Q2 24 | 9.7% | 15.1% | ||
| Q1 24 | 9.7% | 17.6% |
净利率FNIR
| Q4 25 | 9.9% | 12.7% | ||
| Q3 25 | 9.8% | 12.5% | ||
| Q2 25 | 9.6% | -6.1% | ||
| Q1 25 | 9.3% | 10.9% | ||
| Q4 24 | 10.4% | 12.1% | ||
| Q3 24 | 9.6% | 11.9% | ||
| Q2 24 | 10.8% | 10.2% | ||
| Q1 24 | 11.1% | 12.1% |
每股收益（稀释后）FNIR
| Q4 25 | $3.11 | $0.67 | ||
| Q3 25 | $2.66 | $0.61 | ||
| Q2 25 | $2.41 | $-0.29 | ||
| Q1 25 | $2.25 | $0.46 | ||
| Q4 24 | $2.38 | $0.57 | ||
| Q3 24 | $2.13 | $0.54 | ||
| Q2 24 | $2.22 | $0.45 | ||
| Q1 24 | $2.21 | $0.50 |
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 | — | $4.8B |
| 股东权益账面价值 | $2.2B | $10.1B |
| 总资产 | $3.3B | $18.3B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资FNIR
| Q4 25 | $960.8M | $1.2B | ||
| Q3 25 | $968.8M | $1.2B | ||
| Q2 25 | $934.2M | $1.3B | ||
| Q1 25 | $950.7M | $1.6B | ||
| Q4 24 | $934.6M | $1.5B | ||
| Q3 24 | $908.9M | $1.4B | ||
| Q2 24 | $858.6M | $1.1B | ||
| Q1 24 | $794.0M | $1.5B |
总债务FNIR
| Q4 25 | — | $4.8B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $4.8B | ||
| Q1 25 | — | $4.8B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $4.8B | ||
| Q2 24 | — | $4.8B | ||
| Q1 24 | — | $2.7B |
股东权益FNIR
| Q4 25 | $2.2B | $10.1B | ||
| Q3 25 | $2.1B | $10.1B | ||
| Q2 25 | $2.0B | $10.1B | ||
| Q1 25 | $1.9B | $10.5B | ||
| Q4 24 | $1.8B | $10.2B | ||
| Q3 24 | $1.8B | $10.3B | ||
| Q2 24 | $1.7B | $10.0B | ||
| Q1 24 | $1.7B | $9.9B |
总资产FNIR
| Q4 25 | $3.3B | $18.3B | ||
| Q3 25 | $3.0B | $18.2B | ||
| Q2 25 | $2.8B | $18.1B | ||
| Q1 25 | $2.6B | $18.4B | ||
| Q4 24 | $2.5B | $18.0B | ||
| Q3 24 | $2.4B | $18.2B | ||
| Q2 24 | $2.3B | $17.8B | ||
| Q1 24 | $2.2B | $15.5B |
负债/权益比FNIR
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.48× | ||
| Q1 24 | — | 0.27× |
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 | $499.0M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $461.5M |
| 自由现金流率自由现金流/营收 | -0.5% | 22.1% |
| 资本支出强度资本支出/营收 | 4.6% | 1.8% |
| 现金转化率经营现金流/净利润 | 0.41× | 1.88× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $1.2B |
8季度趋势，按日历期对齐
经营现金流FNIR
| Q4 25 | $46.3M | $499.0M | ||
| Q3 25 | $102.6M | $354.6M | ||
| Q2 25 | $55.1M | $245.7M | ||
| Q1 25 | $74.2M | $256.4M | ||
| Q4 24 | $115.9M | $526.2M | ||
| Q3 24 | $83.2M | $404.0M | ||
| Q2 24 | $83.1M | $304.9M | ||
| Q1 24 | $100.9M | $161.6M |
自由现金流FNIR
| Q4 25 | $-5.3M | $461.5M | ||
| Q3 25 | $57.3M | $325.5M | ||
| Q2 25 | $4.7M | $210.4M | ||
| Q1 25 | $45.7M | $222.7M | ||
| Q4 24 | $94.0M | $490.9M | ||
| Q3 24 | $62.9M | $374.3M | ||
| Q2 24 | $70.4M | $283.1M | ||
| Q1 24 | $87.3M | $99.3M |
自由现金流率FNIR
| Q4 25 | -0.5% | 22.1% | ||
| Q3 25 | 5.9% | 16.6% | ||
| Q2 25 | 0.5% | 11.1% | ||
| Q1 25 | 5.2% | 13.0% | ||
| Q4 24 | 11.3% | 25.9% | ||
| Q3 24 | 7.8% | 20.1% | ||
| Q2 24 | 9.3% | 15.7% | ||
| Q1 24 | 11.9% | 5.9% |
资本支出强度FNIR
| Q4 25 | 4.6% | 1.8% | ||
| Q3 25 | 4.6% | 1.5% | ||
| Q2 25 | 5.5% | 1.9% | ||
| Q1 25 | 3.3% | 2.0% | ||
| Q4 24 | 2.6% | 1.9% | ||
| Q3 24 | 2.5% | 1.6% | ||
| Q2 24 | 1.7% | 1.2% | ||
| Q1 24 | 1.9% | 3.7% |
现金转化率FNIR
| Q4 25 | 0.41× | 1.88× | ||
| Q3 25 | 1.07× | 1.45× | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.91× | 1.37× | ||
| Q4 24 | 1.34× | 2.29× | ||
| Q3 24 | 1.07× | 1.82× | ||
| Q2 24 | 1.02× | 1.65× | ||
| Q1 24 | 1.25× | 0.80× |
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% |
IR
| Transferred At Point In Time | $1.5B | 71% |
| Transferred Over Time | $193.0M | 9% |
| Precision And Science Technologies Segment | $183.1M | 9% |
| Acquisitions In2024 | $175.6M | 8% |
| Acquisitions In2025 | $70.8M | 3% |
