vs
Fabrinet（FN）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是Fabrinet的1.7倍（$1.9B vs $1.1B），Masco净利率更高（11.9% vs 9.9%，领先1.9%），Fabrinet同比增速更快（35.9% vs 6.5%），过去两年Fabrinet的营收复合增速更高（24.4% vs -4.2%）
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。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
FN vs MAS — 直观对比
营收规模更大
MAS
是对方的1.7倍
$1.1B
营收增速更快
FN
高出29.4%
6.5%
净利率更高
MAS
高出1.9%
9.9%
两年增速更快
FN
近两年复合增速
-4.2%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.9B |
| 净利润 | $112.6M | $228.0M |
| 毛利率 | 12.2% | 35.8% |
| 营业利润率 | 10.1% | 16.5% |
| 净利率 | 9.9% | 11.9% |
| 营收同比 | 35.9% | 6.5% |
| 净利润同比 | 30.0% | 14.5% |
| 每股收益（稀释后） | $3.11 | — |
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FNMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.1B | $1.8B | ||
| Q3 25 | $978.1M | $1.9B | ||
| Q2 25 | $909.7M | $2.1B | ||
| Q1 25 | $871.8M | $1.8B | ||
| Q4 24 | $833.6M | $1.8B | ||
| Q3 24 | $804.2M | $2.0B | ||
| Q2 24 | $753.3M | $2.1B |
净利润FNMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $112.6M | $165.0M | ||
| Q3 25 | $95.9M | $189.0M | ||
| Q2 25 | $87.2M | $270.0M | ||
| Q1 25 | $81.3M | $186.0M | ||
| Q4 24 | $86.6M | $182.0M | ||
| Q3 24 | $77.4M | $167.0M | ||
| Q2 24 | $81.1M | $258.0M |
毛利率FNMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | 12.2% | 33.9% | ||
| Q3 25 | 11.9% | 34.2% | ||
| Q2 25 | 12.2% | 37.6% | ||
| Q1 25 | 11.7% | 35.8% | ||
| Q4 24 | 12.1% | 34.8% | ||
| Q3 24 | 12.3% | 36.6% | ||
| Q2 24 | 12.3% | 37.5% |
营业利润率FNMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 10.1% | 13.8% | ||
| Q3 25 | 9.6% | 15.8% | ||
| Q2 25 | 9.8% | 20.1% | ||
| Q1 25 | 9.0% | 15.9% | ||
| Q4 24 | 9.5% | 15.9% | ||
| Q3 24 | 9.6% | 18.0% | ||
| Q2 24 | 9.7% | 19.0% |
净利率FNMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | 9.9% | 9.2% | ||
| Q3 25 | 9.8% | 9.9% | ||
| Q2 25 | 9.6% | 13.2% | ||
| Q1 25 | 9.3% | 10.3% | ||
| Q4 24 | 10.4% | 10.0% | ||
| Q3 24 | 9.6% | 8.4% | ||
| Q2 24 | 10.8% | 12.3% |
每股收益（稀释后）FNMAS
| Q1 26 | — | — | ||
| Q4 25 | $3.11 | $0.81 | ||
| Q3 25 | $2.66 | $0.90 | ||
| Q2 25 | $2.41 | $1.28 | ||
| Q1 25 | $2.25 | $0.87 | ||
| Q4 24 | $2.38 | $0.85 | ||
| Q3 24 | $2.13 | $0.77 | ||
| Q2 24 | $2.22 | $1.17 |
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 | — | $2.9B |
| 股东权益账面价值 | $2.2B | $27.0M |
| 总资产 | $3.3B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资FNMAS
| Q1 26 | — | — | ||
| Q4 25 | $960.8M | $647.0M | ||
| Q3 25 | $968.8M | $559.0M | ||
| Q2 25 | $934.2M | $390.0M | ||
| Q1 25 | $950.7M | $377.0M | ||
| Q4 24 | $934.6M | $634.0M | ||
| Q3 24 | $908.9M | $646.0M | ||
| Q2 24 | $858.6M | $398.0M |
总债务FNMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益FNMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $2.2B | $-185.0M | ||
| Q3 25 | $2.1B | $-78.0M | ||
| Q2 25 | $2.0B | $-84.0M | ||
| Q1 25 | $1.9B | $-254.0M | ||
| Q4 24 | $1.8B | $-279.0M | ||
| Q3 24 | $1.8B | $-88.0M | ||
| Q2 24 | $1.7B | $-26.0M |
总资产FNMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $3.3B | $5.2B | ||
| Q3 25 | $3.0B | $5.3B | ||
| Q2 25 | $2.8B | $5.3B | ||
| Q1 25 | $2.6B | $5.1B | ||
| Q4 24 | $2.5B | $5.0B | ||
| Q3 24 | $2.4B | $5.3B | ||
| Q2 24 | $2.3B | $5.4B |
负债/权益比FNMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | — |
| 自由现金流率自由现金流/营收 | -0.5% | — |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $102.3M | — |
8季度趋势，按日历期对齐
经营现金流FNMAS
| Q1 26 | — | — | ||
| Q4 25 | $46.3M | $418.0M | ||
| Q3 25 | $102.6M | $456.0M | ||
| Q2 25 | $55.1M | $306.0M | ||
| Q1 25 | $74.2M | $-158.0M | ||
| Q4 24 | $115.9M | $407.0M | ||
| Q3 24 | $83.2M | $416.0M | ||
| Q2 24 | $83.1M | $346.0M |
自由现金流FNMAS
| Q1 26 | — | — | ||
| Q4 25 | $-5.3M | $371.0M | ||
| Q3 25 | $57.3M | $415.0M | ||
| Q2 25 | $4.7M | $270.0M | ||
| Q1 25 | $45.7M | $-190.0M | ||
| Q4 24 | $94.0M | $351.0M | ||
| Q3 24 | $62.9M | $378.0M | ||
| Q2 24 | $70.4M | $303.0M |
自由现金流率FNMAS
| Q1 26 | — | — | ||
| Q4 25 | -0.5% | 20.7% | ||
| Q3 25 | 5.9% | 21.6% | ||
| Q2 25 | 0.5% | 13.2% | ||
| Q1 25 | 5.2% | -10.5% | ||
| Q4 24 | 11.3% | 19.2% | ||
| Q3 24 | 7.8% | 19.1% | ||
| Q2 24 | 9.3% | 14.5% |
资本支出强度FNMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | 4.6% | 2.6% | ||
| Q3 25 | 4.6% | 2.1% | ||
| Q2 25 | 5.5% | 1.8% | ||
| Q1 25 | 3.3% | 1.8% | ||
| Q4 24 | 2.6% | 3.1% | ||
| Q3 24 | 2.5% | 1.9% | ||
| Q2 24 | 1.7% | 2.1% |
现金转化率FNMAS
| Q1 26 | — | — | ||
| Q4 25 | 0.41× | 2.53× | ||
| Q3 25 | 1.07× | 2.41× | ||
| Q2 25 | 0.63× | 1.13× | ||
| Q1 25 | 0.91× | -0.85× | ||
| Q4 24 | 1.34× | 2.24× | ||
| Q3 24 | 1.07× | 2.49× | ||
| Q2 24 | 1.02× | 1.34× |
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% |
MAS
暂无分部数据
