vs
Fabrinet（FN）与KIRBY CORP（KEX）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KIRBY CORP的1.3倍（$1.1B vs $844.1M），Fabrinet净利率更高（9.9% vs 9.6%，领先0.3%），Fabrinet同比增速更快（35.9% vs 7.4%），KIRBY CORP自由现金流更多（$49.4M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs 1.2%）
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。
总部位于美国得克萨斯州休斯顿的Kirby Corporation是美国最大的罐驳船运营商，业务覆盖密西西比河水系、海湾沿岸航道、美国三大海岸沿线及阿拉斯加、夏威夷地区，主营通过罐驳船运输石化产品、黑油、精炼石油制品、农化产品，同时拥有并运营8组远洋驳船及拖船运输单元。
FN vs KEX — 直观对比
营收规模更大
FN
是对方的1.3倍
$844.1M
营收增速更快
FN
高出28.5%
7.4%
净利率更高
FN
高出0.3%
9.6%
自由现金流更多
KEX
多$54.7M
$-5.3M
两年增速更快
FN
近两年复合增速
1.2%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $844.1M |
| 净利润 | $112.6M | $81.3M |
| 毛利率 | 12.2% | — |
| 营业利润率 | 10.1% | 12.8% |
| 净利率 | 9.9% | 9.6% |
| 营收同比 | 35.9% | 7.4% |
| 净利润同比 | 30.0% | 6.6% |
| 每股收益（稀释后） | $3.11 | $1.50 |
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FNKEX
| Q1 26 | — | $844.1M | ||
| Q4 25 | $1.1B | $851.8M | ||
| Q3 25 | $978.1M | $871.2M | ||
| Q2 25 | $909.7M | $855.5M | ||
| Q1 25 | $871.8M | $785.7M | ||
| Q4 24 | $833.6M | $802.3M | ||
| Q3 24 | $804.2M | $831.1M | ||
| Q2 24 | $753.3M | $824.4M |
净利润FNKEX
| Q1 26 | — | $81.3M | ||
| Q4 25 | $112.6M | $91.8M | ||
| Q3 25 | $95.9M | $92.5M | ||
| Q2 25 | $87.2M | $94.3M | ||
| Q1 25 | $81.3M | $76.0M | ||
| Q4 24 | $86.6M | $42.8M | ||
| Q3 24 | $77.4M | $90.0M | ||
| Q2 24 | $81.1M | $83.9M |
毛利率FNKEX
| Q1 26 | — | — | ||
| 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% | — |
营业利润率FNKEX
| Q1 26 | — | 12.8% | ||
| Q4 25 | 10.1% | 15.2% | ||
| Q3 25 | 9.6% | 14.8% | ||
| Q2 25 | 9.8% | 15.4% | ||
| Q1 25 | 9.0% | 13.4% | ||
| Q4 24 | 9.5% | 6.3% | ||
| Q3 24 | 9.6% | 15.3% | ||
| Q2 24 | 9.7% | 14.6% |
净利率FNKEX
| Q1 26 | — | 9.6% | ||
| Q4 25 | 9.9% | 10.8% | ||
| Q3 25 | 9.8% | 10.6% | ||
| Q2 25 | 9.6% | 11.0% | ||
| Q1 25 | 9.3% | 9.7% | ||
| Q4 24 | 10.4% | 5.3% | ||
| Q3 24 | 9.6% | 10.8% | ||
| Q2 24 | 10.8% | 10.2% |
每股收益（稀释后）FNKEX
| Q1 26 | — | $1.50 | ||
| Q4 25 | $3.11 | $1.68 | ||
| Q3 25 | $2.66 | $1.65 | ||
| Q2 25 | $2.41 | $1.67 | ||
| Q1 25 | $2.25 | $1.33 | ||
| Q4 24 | $2.38 | $0.74 | ||
| Q3 24 | $2.13 | $1.55 | ||
| Q2 24 | $2.22 | $1.43 |
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 | $58.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $3.4B |
| 总资产 | $3.3B | — |
| 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FNKEX
| Q1 26 | — | $58.0M | ||
| Q4 25 | $960.8M | $78.8M | ||
| Q3 25 | $968.8M | $47.0M | ||
| Q2 25 | $934.2M | $68.4M | ||
| Q1 25 | $950.7M | $51.1M | ||
| Q4 24 | $934.6M | $74.4M | ||
| Q3 24 | $908.9M | $67.1M | ||
| Q2 24 | $858.6M | $53.5M |
总债务FNKEX
| Q1 26 | — | — | ||
| Q4 25 | — | $919.3M | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $874.9M | ||
| Q3 24 | — | $978.6M | ||
| Q2 24 | — | $1.0B |
股东权益FNKEX
| Q1 26 | — | $3.4B | ||
| Q4 25 | $2.2B | $3.4B | ||
| Q3 25 | $2.1B | $3.4B | ||
| Q2 25 | $2.0B | $3.4B | ||
| Q1 25 | $1.9B | $3.3B | ||
| Q4 24 | $1.8B | $3.4B | ||
| Q3 24 | $1.8B | $3.3B | ||
| Q2 24 | $1.7B | $3.3B |
总资产FNKEX
| Q1 26 | — | — | ||
| Q4 25 | $3.3B | $6.0B | ||
| Q3 25 | $3.0B | $6.1B | ||
| Q2 25 | $2.8B | $6.1B | ||
| Q1 25 | $2.6B | $6.0B | ||
| Q4 24 | $2.5B | $5.9B | ||
| Q3 24 | $2.4B | $5.9B | ||
| Q2 24 | $2.3B | $5.9B |
负债/权益比FNKEX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.33× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.32× |
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 | $97.7M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $49.4M |
| 自由现金流率自由现金流/营收 | -0.5% | 5.9% |
| 资本支出强度资本支出/营收 | 4.6% | 5.7% |
| 现金转化率经营现金流/净利润 | 0.41× | 1.20× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $497.3M |
8季度趋势，按日历期对齐
经营现金流FNKEX
| Q1 26 | — | $97.7M | ||
| Q4 25 | $46.3M | $312.2M | ||
| Q3 25 | $102.6M | $227.5M | ||
| Q2 25 | $55.1M | $93.9M | ||
| Q1 25 | $74.2M | $36.5M | ||
| Q4 24 | $115.9M | $247.4M | ||
| Q3 24 | $83.2M | $206.5M | ||
| Q2 24 | $83.1M | $179.3M |
自由现金流FNKEX
| Q1 26 | — | $49.4M | ||
| Q4 25 | $-5.3M | $265.2M | ||
| Q3 25 | $57.3M | $160.3M | ||
| Q2 25 | $4.7M | $22.4M | ||
| Q1 25 | $45.7M | $-42.1M | ||
| Q4 24 | $94.0M | $150.7M | ||
| Q3 24 | $62.9M | $130.1M | ||
| Q2 24 | $70.4M | $90.8M |
自由现金流率FNKEX
| Q1 26 | — | 5.9% | ||
| Q4 25 | -0.5% | 31.1% | ||
| Q3 25 | 5.9% | 18.4% | ||
| Q2 25 | 0.5% | 2.6% | ||
| Q1 25 | 5.2% | -5.4% | ||
| Q4 24 | 11.3% | 18.8% | ||
| Q3 24 | 7.8% | 15.7% | ||
| Q2 24 | 9.3% | 11.0% |
资本支出强度FNKEX
| Q1 26 | — | 5.7% | ||
| Q4 25 | 4.6% | 5.5% | ||
| Q3 25 | 4.6% | 7.7% | ||
| Q2 25 | 5.5% | 8.4% | ||
| Q1 25 | 3.3% | 10.0% | ||
| Q4 24 | 2.6% | 12.0% | ||
| Q3 24 | 2.5% | 9.2% | ||
| Q2 24 | 1.7% | 10.7% |
现金转化率FNKEX
| Q1 26 | — | 1.20× | ||
| Q4 25 | 0.41× | 3.40× | ||
| Q3 25 | 1.07× | 2.46× | ||
| Q2 25 | 0.63× | 1.00× | ||
| Q1 25 | 0.91× | 0.48× | ||
| Q4 24 | 1.34× | 5.78× | ||
| Q3 24 | 1.07× | 2.30× | ||
| Q2 24 | 1.02× | 2.14× |
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% |
KEX
| Marine transportation | $497.2M | 59% |
| Distribution and services | $346.9M | 41% |
