vs
Fabrinet（FN）与LCI INDUSTRIES（LCII）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LCI INDUSTRIES的1.2倍（$1.1B vs $932.7M），Fabrinet净利率更高（9.9% vs 2.0%，领先7.9%），Fabrinet同比增速更快（35.9% vs 16.1%），LCI INDUSTRIES自由现金流更多（$64.3M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs -1.8%）
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。
拉奇核心工业有限公司前身为巴基斯坦帝国化学工业公司，是一家总部位于卡拉奇的巴基斯坦综合性企业集团，业务覆盖聚酯、医药、农用化学品、纯碱及兽药等多品类产品的研发生产，在巴基斯坦本土工业领域拥有重要市场地位。
FN vs LCII — 直观对比
营收规模更大
FN
是对方的1.2倍
$932.7M
营收增速更快
FN
高出19.8%
16.1%
净利率更高
FN
高出7.9%
2.0%
自由现金流更多
LCII
多$69.6M
$-5.3M
两年增速更快
FN
近两年复合增速
-1.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $932.7M |
| 净利润 | $112.6M | $18.7M |
| 毛利率 | 12.2% | 22.1% |
| 营业利润率 | 10.1% | 3.8% |
| 净利率 | 9.9% | 2.0% |
| 营收同比 | 35.9% | 16.1% |
| 净利润同比 | 30.0% | 95.7% |
| 每股收益（稀释后） | $3.11 | $0.79 |
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FNLCII
| Q4 25 | $1.1B | $932.7M | ||
| Q3 25 | $978.1M | $1.0B | ||
| Q2 25 | $909.7M | $1.1B | ||
| Q1 25 | $871.8M | $1.0B | ||
| Q4 24 | $833.6M | $803.1M | ||
| Q3 24 | $804.2M | $915.5M | ||
| Q2 24 | $753.3M | $1.1B | ||
| Q1 24 | $731.5M | $968.0M |
净利润FNLCII
| Q4 25 | $112.6M | $18.7M | ||
| Q3 25 | $95.9M | $62.5M | ||
| Q2 25 | $87.2M | $57.6M | ||
| Q1 25 | $81.3M | $49.4M | ||
| Q4 24 | $86.6M | $9.5M | ||
| Q3 24 | $77.4M | $35.6M | ||
| Q2 24 | $81.1M | $61.2M | ||
| Q1 24 | $80.9M | $36.5M |
毛利率FNLCII
| Q4 25 | 12.2% | 22.1% | ||
| Q3 25 | 11.9% | 24.4% | ||
| Q2 25 | 12.2% | 24.4% | ||
| Q1 25 | 11.7% | 24.1% | ||
| Q4 24 | 12.1% | 21.1% | ||
| Q3 24 | 12.3% | 24.0% | ||
| Q2 24 | 12.3% | 25.3% | ||
| Q1 24 | 12.4% | 23.1% |
营业利润率FNLCII
| Q4 25 | 10.1% | 3.8% | ||
| Q3 25 | 9.6% | 7.3% | ||
| Q2 25 | 9.8% | 7.9% | ||
| Q1 25 | 9.0% | 7.8% | ||
| Q4 24 | 9.5% | 2.0% | ||
| Q3 24 | 9.6% | 5.9% | ||
| Q2 24 | 9.7% | 8.6% | ||
| Q1 24 | 9.7% | 6.0% |
净利率FNLCII
| Q4 25 | 9.9% | 2.0% | ||
| Q3 25 | 9.8% | 6.0% | ||
| Q2 25 | 9.6% | 5.2% | ||
| Q1 25 | 9.3% | 4.7% | ||
| Q4 24 | 10.4% | 1.2% | ||
| Q3 24 | 9.6% | 3.9% | ||
| Q2 24 | 10.8% | 5.8% | ||
| Q1 24 | 11.1% | 3.8% |
每股收益（稀释后）FNLCII
| Q4 25 | $3.11 | $0.79 | ||
| Q3 25 | $2.66 | $2.55 | ||
| Q2 25 | $2.41 | $2.29 | ||
| Q1 25 | $2.25 | $1.94 | ||
| Q4 24 | $2.38 | $0.37 | ||
| Q3 24 | $2.13 | $1.39 | ||
| Q2 24 | $2.22 | $2.40 | ||
| Q1 24 | $2.21 | $1.44 |
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 | $222.6M |
| 总债务越低越好 | — | $945.2M |
| 股东权益账面价值 | $2.2B | $1.4B |
| 总资产 | $3.3B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资FNLCII
| Q4 25 | $960.8M | $222.6M | ||
| Q3 25 | $968.8M | $199.7M | ||
| Q2 25 | $934.2M | $191.9M | ||
| Q1 25 | $950.7M | $231.2M | ||
| Q4 24 | $934.6M | $165.8M | ||
| Q3 24 | $908.9M | $161.2M | ||
| Q2 24 | $858.6M | $130.4M | ||
| Q1 24 | $794.0M | $22.6M |
总债务FNLCII
| Q4 25 | — | $945.2M | ||
| Q3 25 | — | $947.8M | ||
| Q2 25 | — | $948.0M | ||
| Q1 25 | — | $938.3M | ||
| Q4 24 | — | $757.3M | ||
| Q3 24 | — | $822.5M | ||
| Q2 24 | — | $829.7M | ||
| Q1 24 | — | $855.3M |
股东权益FNLCII
| Q4 25 | $2.2B | $1.4B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.0B | $1.4B | ||
| Q1 25 | $1.9B | $1.4B | ||
| Q4 24 | $1.8B | $1.4B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.7B | $1.4B | ||
| Q1 24 | $1.7B | $1.4B |
总资产FNLCII
| Q4 25 | $3.3B | $3.2B | ||
| Q3 25 | $3.0B | $3.2B | ||
| Q2 25 | $2.8B | $3.2B | ||
| Q1 25 | $2.6B | $3.1B | ||
| Q4 24 | $2.5B | $2.9B | ||
| Q3 24 | $2.4B | $3.0B | ||
| Q2 24 | $2.3B | $3.0B | ||
| Q1 24 | $2.2B | $3.0B |
负债/权益比FNLCII
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.68× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.60× | ||
| Q1 24 | — | 0.63× |
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 | $78.9M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $64.3M |
| 自由现金流率自由现金流/营收 | -0.5% | 6.9% |
| 资本支出强度资本支出/营收 | 4.6% | 1.6% |
| 现金转化率经营现金流/净利润 | 0.41× | 4.22× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $278.3M |
8季度趋势，按日历期对齐
经营现金流FNLCII
| Q4 25 | $46.3M | $78.9M | ||
| Q3 25 | $102.6M | $97.2M | ||
| Q2 25 | $55.1M | $112.2M | ||
| Q1 25 | $74.2M | $42.7M | ||
| Q4 24 | $115.9M | $106.6M | ||
| Q3 24 | $83.2M | $78.4M | ||
| Q2 24 | $83.1M | $192.9M | ||
| Q1 24 | $100.9M | $-7.7M |
自由现金流FNLCII
| Q4 25 | $-5.3M | $64.3M | ||
| Q3 25 | $57.3M | $80.9M | ||
| Q2 25 | $4.7M | $99.5M | ||
| Q1 25 | $45.7M | $33.7M | ||
| Q4 24 | $94.0M | $95.7M | ||
| Q3 24 | $62.9M | $68.3M | ||
| Q2 24 | $70.4M | $180.2M | ||
| Q1 24 | $87.3M | $-16.3M |
自由现金流率FNLCII
| Q4 25 | -0.5% | 6.9% | ||
| Q3 25 | 5.9% | 7.8% | ||
| Q2 25 | 0.5% | 9.0% | ||
| Q1 25 | 5.2% | 3.2% | ||
| Q4 24 | 11.3% | 11.9% | ||
| Q3 24 | 7.8% | 7.5% | ||
| Q2 24 | 9.3% | 17.1% | ||
| Q1 24 | 11.9% | -1.7% |
资本支出强度FNLCII
| Q4 25 | 4.6% | 1.6% | ||
| Q3 25 | 4.6% | 1.6% | ||
| Q2 25 | 5.5% | 1.2% | ||
| Q1 25 | 3.3% | 0.9% | ||
| Q4 24 | 2.6% | 1.4% | ||
| Q3 24 | 2.5% | 1.1% | ||
| Q2 24 | 1.7% | 1.2% | ||
| Q1 24 | 1.9% | 0.9% |
现金转化率FNLCII
| Q4 25 | 0.41× | 4.22× | ||
| Q3 25 | 1.07× | 1.55× | ||
| Q2 25 | 0.63× | 1.95× | ||
| Q1 25 | 0.91× | 0.86× | ||
| Q4 24 | 1.34× | 11.17× | ||
| Q3 24 | 1.07× | 2.20× | ||
| Q2 24 | 1.02× | 3.15× | ||
| 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% |
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
