vs
Fabrinet（FN）与KB HOME（KBH）财务数据对比。点击上方公司名可切换其他公司
KB HOME的季度营收约是Fabrinet的1.5倍（$1.7B vs $1.1B），Fabrinet净利率更高（9.9% vs 6.0%，领先4.0%），Fabrinet同比增速更快（35.9% vs -15.3%），KB HOME自由现金流更多（$290.1M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs 7.4%）
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。
KB Home是美国知名住宅建造企业，1957年于密歇根州底特律成立，前身为Kaufman & Broad，是首家在纽约证券交易所上市的住宅建造商，总部现位于加利福尼亚州洛杉矶。
FN vs KBH — 直观对比
营收规模更大
KBH
是对方的1.5倍
$1.1B
营收增速更快
FN
高出51.2%
-15.3%
净利率更高
FN
高出4.0%
6.0%
自由现金流更多
KBH
多$295.4M
$-5.3M
两年增速更快
FN
近两年复合增速
7.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.7B |
| 净利润 | $112.6M | $101.5M |
| 毛利率 | 12.2% | — |
| 营业利润率 | 10.1% | — |
| 净利率 | 9.9% | 6.0% |
| 营收同比 | 35.9% | -15.3% |
| 净利润同比 | 30.0% | -46.7% |
| 每股收益（稀释后） | $3.11 | $1.55 |
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FNKBH
| Q4 25 | $1.1B | $1.7B | ||
| Q3 25 | $978.1M | $1.6B | ||
| Q2 25 | $909.7M | $1.5B | ||
| Q1 25 | $871.8M | $1.4B | ||
| Q4 24 | $833.6M | $2.0B | ||
| Q3 24 | $804.2M | $1.8B | ||
| Q2 24 | $753.3M | $1.7B | ||
| Q1 24 | $731.5M | $1.5B |
净利润FNKBH
| Q4 25 | $112.6M | $101.5M | ||
| Q3 25 | $95.9M | $109.8M | ||
| Q2 25 | $87.2M | $107.9M | ||
| Q1 25 | $81.3M | $109.6M | ||
| Q4 24 | $86.6M | $190.6M | ||
| Q3 24 | $77.4M | $157.3M | ||
| Q2 24 | $81.1M | $168.4M | ||
| Q1 24 | $80.9M | $138.7M |
毛利率FNKBH
| 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FNKBH
| Q4 25 | 10.1% | — | ||
| Q3 25 | 9.6% | — | ||
| Q2 25 | 9.8% | — | ||
| Q1 25 | 9.0% | — | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 9.6% | — | ||
| Q2 24 | 9.7% | — | ||
| Q1 24 | 9.7% | — |
净利率FNKBH
| Q4 25 | 9.9% | 6.0% | ||
| Q3 25 | 9.8% | 6.8% | ||
| Q2 25 | 9.6% | 7.1% | ||
| Q1 25 | 9.3% | 7.9% | ||
| Q4 24 | 10.4% | 9.5% | ||
| Q3 24 | 9.6% | 9.0% | ||
| Q2 24 | 10.8% | 9.9% | ||
| Q1 24 | 11.1% | 9.4% |
每股收益（稀释后）FNKBH
| Q4 25 | $3.11 | $1.55 | ||
| Q3 25 | $2.66 | $1.61 | ||
| Q2 25 | $2.41 | $1.50 | ||
| Q1 25 | $2.25 | $1.49 | ||
| Q4 24 | $2.38 | $2.50 | ||
| Q3 24 | $2.13 | $2.04 | ||
| Q2 24 | $2.22 | $2.15 | ||
| Q1 24 | $2.21 | $1.76 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $3.9B |
| 总资产 | $3.3B | $6.7B |
| 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FNKBH
| Q4 25 | $960.8M | — | ||
| Q3 25 | $968.8M | — | ||
| Q2 25 | $934.2M | — | ||
| Q1 25 | $950.7M | — | ||
| Q4 24 | $934.6M | — | ||
| Q3 24 | $908.9M | — | ||
| Q2 24 | $858.6M | — | ||
| Q1 24 | $794.0M | — |
股东权益FNKBH
| Q4 25 | $2.2B | $3.9B | ||
| Q3 25 | $2.1B | $3.9B | ||
| Q2 25 | $2.0B | $4.0B | ||
| Q1 25 | $1.9B | $4.1B | ||
| Q4 24 | $1.8B | $4.1B | ||
| Q3 24 | $1.8B | $4.0B | ||
| Q2 24 | $1.7B | $4.0B | ||
| Q1 24 | $1.7B | $3.9B |
总资产FNKBH
| Q4 25 | $3.3B | $6.7B | ||
| Q3 25 | $3.0B | $7.0B | ||
| Q2 25 | $2.8B | $7.0B | ||
| Q1 25 | $2.6B | $7.0B | ||
| Q4 24 | $2.5B | $6.9B | ||
| Q3 24 | $2.4B | $6.8B | ||
| Q2 24 | $2.3B | $6.8B | ||
| Q1 24 | $2.2B | $6.7B |
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 | $303.8M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $290.1M |
| 自由现金流率自由现金流/营收 | -0.5% | 17.1% |
| 资本支出强度资本支出/营收 | 4.6% | 0.8% |
| 现金转化率经营现金流/净利润 | 0.41× | 2.99× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $287.3M |
8季度趋势，按日历期对齐
经营现金流FNKBH
| Q4 25 | $46.3M | $303.8M | ||
| Q3 25 | $102.6M | $197.7M | ||
| Q2 25 | $55.1M | $168.4M | ||
| Q1 25 | $74.2M | $-334.3M | ||
| Q4 24 | $115.9M | $362.6M | ||
| Q3 24 | $83.2M | $-89.9M | ||
| Q2 24 | $83.1M | $61.5M | ||
| Q1 24 | $100.9M | $28.5M |
自由现金流FNKBH
| Q4 25 | $-5.3M | $290.1M | ||
| Q3 25 | $57.3M | $185.8M | ||
| Q2 25 | $4.7M | $156.9M | ||
| Q1 25 | $45.7M | $-345.5M | ||
| Q4 24 | $94.0M | $352.6M | ||
| Q3 24 | $62.9M | $-99.4M | ||
| Q2 24 | $70.4M | $51.2M | ||
| Q1 24 | $87.3M | $19.1M |
自由现金流率FNKBH
| Q4 25 | -0.5% | 17.1% | ||
| Q3 25 | 5.9% | 11.5% | ||
| Q2 25 | 0.5% | 10.3% | ||
| Q1 25 | 5.2% | -24.8% | ||
| Q4 24 | 11.3% | 17.6% | ||
| Q3 24 | 7.8% | -5.7% | ||
| Q2 24 | 9.3% | 3.0% | ||
| Q1 24 | 11.9% | 1.3% |
资本支出强度FNKBH
| Q4 25 | 4.6% | 0.8% | ||
| Q3 25 | 4.6% | 0.7% | ||
| Q2 25 | 5.5% | 0.8% | ||
| Q1 25 | 3.3% | 0.8% | ||
| Q4 24 | 2.6% | 0.5% | ||
| Q3 24 | 2.5% | 0.5% | ||
| Q2 24 | 1.7% | 0.6% | ||
| Q1 24 | 1.9% | 0.6% |
现金转化率FNKBH
| Q4 25 | 0.41× | 2.99× | ||
| Q3 25 | 1.07× | 1.80× | ||
| Q2 25 | 0.63× | 1.56× | ||
| Q1 25 | 0.91× | -3.05× | ||
| Q4 24 | 1.34× | 1.90× | ||
| Q3 24 | 1.07× | -0.57× | ||
| Q2 24 | 1.02× | 0.37× | ||
| Q1 24 | 1.25× | 0.21× |
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% |
KBH
| Home Building | $1.7B | 99% |
| Financial Service | $8.7M | 1% |
