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Fabrinet（FN）与MongoDB, Inc.（MDB）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MongoDB, Inc.的1.8倍（$1.1B vs $628.3M），Fabrinet净利率更高（9.9% vs -0.3%，领先10.3%），Fabrinet同比增速更快（35.9% vs 18.7%），MongoDB, Inc.自由现金流更多（$141.8M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs 17.1%）
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。
MongoDB Inc.是美国软件企业，核心业务为开发面向非结构化数据的数据库引擎MongoDB并提供相关商用技术支持。该产品脱胎于NoSQL数据库，后续新增ACID事务等能力，功能覆盖场景持续拓展，可充分满足全球企业级客户的多元需求。
FN vs MDB — 直观对比
营收规模更大
FN
是对方的1.8倍
$628.3M
营收增速更快
FN
高出17.2%
18.7%
净利率更高
FN
高出10.3%
-0.3%
自由现金流更多
MDB
多$147.2M
$-5.3M
两年增速更快
FN
近两年复合增速
17.1%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $628.3M |
| 净利润 | $112.6M | $-2.0M |
| 毛利率 | 12.2% | 71.5% |
| 营业利润率 | 10.1% | -2.9% |
| 净利率 | 9.9% | -0.3% |
| 营收同比 | 35.9% | 18.7% |
| 净利润同比 | 30.0% | 79.5% |
| 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FNMDB
| Q4 25 | $1.1B | $628.3M | ||
| Q3 25 | $978.1M | $591.4M | ||
| Q2 25 | $909.7M | $549.0M | ||
| Q1 25 | $871.8M | $548.4M | ||
| Q4 24 | $833.6M | $529.4M | ||
| Q3 24 | $804.2M | $478.1M | ||
| Q2 24 | $753.3M | $450.6M | ||
| Q1 24 | $731.5M | $458.0M |
净利润FNMDB
| Q4 25 | $112.6M | $-2.0M | ||
| Q3 25 | $95.9M | $-47.0M | ||
| Q2 25 | $87.2M | $-37.6M | ||
| Q1 25 | $81.3M | $15.8M | ||
| Q4 24 | $86.6M | $-9.8M | ||
| Q3 24 | $77.4M | $-54.5M | ||
| Q2 24 | $81.1M | $-80.6M | ||
| Q1 24 | $80.9M | $-55.5M |
毛利率FNMDB
| Q4 25 | 12.2% | 71.5% | ||
| Q3 25 | 11.9% | 71.0% | ||
| Q2 25 | 12.2% | 71.2% | ||
| Q1 25 | 11.7% | 72.8% | ||
| Q4 24 | 12.1% | 74.4% | ||
| Q3 24 | 12.3% | 73.2% | ||
| Q2 24 | 12.3% | 72.8% | ||
| Q1 24 | 12.4% | 75.0% |
营业利润率FNMDB
| Q4 25 | 10.1% | -2.9% | ||
| Q3 25 | 9.6% | -11.0% | ||
| Q2 25 | 9.8% | -9.8% | ||
| Q1 25 | 9.0% | -3.4% | ||
| Q4 24 | 9.5% | -5.3% | ||
| Q3 24 | 9.6% | -14.9% | ||
| Q2 24 | 9.7% | -21.8% | ||
| Q1 24 | 9.7% | -15.5% |
净利率FNMDB
| Q4 25 | 9.9% | -0.3% | ||
| Q3 25 | 9.8% | -8.0% | ||
| Q2 25 | 9.6% | -6.9% | ||
| Q1 25 | 9.3% | 2.9% | ||
| Q4 24 | 10.4% | -1.8% | ||
| Q3 24 | 9.6% | -11.4% | ||
| Q2 24 | 10.8% | -17.9% | ||
| Q1 24 | 11.1% | -12.1% |
每股收益（稀释后）FNMDB
| Q4 25 | $3.11 | — | ||
| Q3 25 | $2.66 | — | ||
| Q2 25 | $2.41 | — | ||
| Q1 25 | $2.25 | — | ||
| Q4 24 | $2.38 | — | ||
| Q3 24 | $2.13 | — | ||
| Q2 24 | $2.22 | — | ||
| Q1 24 | $2.21 | — |
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 | $834.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $2.9B |
| 总资产 | $3.3B | $3.6B |
| 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FNMDB
| Q4 25 | $960.8M | $834.1M | ||
| Q3 25 | $968.8M | $647.1M | ||
| Q2 25 | $934.2M | $657.8M | ||
| Q1 25 | $950.7M | $490.1M | ||
| Q4 24 | $934.6M | $673.1M | ||
| Q3 24 | $908.9M | $1.3B | ||
| Q2 24 | $858.6M | $815.7M | ||
| Q1 24 | $794.0M | $803.0M |
股东权益FNMDB
| Q4 25 | $2.2B | $2.9B | ||
| Q3 25 | $2.1B | $2.9B | ||
| Q2 25 | $2.0B | $3.0B | ||
| Q1 25 | $1.9B | $2.8B | ||
| Q4 24 | $1.8B | $1.5B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.7B | $1.3B | ||
| Q1 24 | $1.7B | $1.1B |
总资产FNMDB
| Q4 25 | $3.3B | $3.6B | ||
| Q3 25 | $3.0B | $3.5B | ||
| Q2 25 | $2.8B | $3.6B | ||
| Q1 25 | $2.6B | $3.4B | ||
| Q4 24 | $2.5B | $3.2B | ||
| Q3 24 | $2.4B | $3.1B | ||
| Q2 24 | $2.3B | $3.0B | ||
| Q1 24 | $2.2B | $2.9B |
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 | $143.5M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $141.8M |
| 自由现金流率自由现金流/营收 | -0.5% | 22.6% |
| 资本支出强度资本支出/营收 | 4.6% | 0.3% |
| 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 | $346.3M |
8季度趋势，按日历期对齐
经营现金流FNMDB
| Q4 25 | $46.3M | $143.5M | ||
| Q3 25 | $102.6M | $72.1M | ||
| Q2 25 | $55.1M | $109.9M | ||
| Q1 25 | $74.2M | $50.5M | ||
| Q4 24 | $115.9M | $37.4M | ||
| Q3 24 | $83.2M | $-1.4M | ||
| Q2 24 | $83.1M | $63.6M | ||
| Q1 24 | $100.9M | $54.6M |
自由现金流FNMDB
| Q4 25 | $-5.3M | $141.8M | ||
| Q3 25 | $57.3M | $71.6M | ||
| Q2 25 | $4.7M | $108.3M | ||
| Q1 25 | $45.7M | $24.6M | ||
| Q4 24 | $94.0M | $35.5M | ||
| Q3 24 | $62.9M | $-2.4M | ||
| Q2 24 | $70.4M | $63.1M | ||
| Q1 24 | $87.3M | $51.9M |
自由现金流率FNMDB
| Q4 25 | -0.5% | 22.6% | ||
| Q3 25 | 5.9% | 12.1% | ||
| Q2 25 | 0.5% | 19.7% | ||
| Q1 25 | 5.2% | 4.5% | ||
| Q4 24 | 11.3% | 6.7% | ||
| Q3 24 | 7.8% | -0.5% | ||
| Q2 24 | 9.3% | 14.0% | ||
| Q1 24 | 11.9% | 11.3% |
资本支出强度FNMDB
| Q4 25 | 4.6% | 0.3% | ||
| Q3 25 | 4.6% | 0.1% | ||
| Q2 25 | 5.5% | 0.3% | ||
| Q1 25 | 3.3% | 4.7% | ||
| Q4 24 | 2.6% | 0.4% | ||
| Q3 24 | 2.5% | 0.2% | ||
| Q2 24 | 1.7% | 0.1% | ||
| Q1 24 | 1.9% | 0.6% |
现金转化率FNMDB
| Q4 25 | 0.41× | — | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.91× | 3.19× | ||
| Q4 24 | 1.34× | — | ||
| Q3 24 | 1.07× | — | ||
| Q2 24 | 1.02× | — | ||
| Q1 24 | 1.25× | — |
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% |
MDB
| Mongo DB Atlas Related | $470.4M | 75% |
| Other Subscription | $138.7M | 22% |
| Services | $19.2M | 3% |
