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Fabrinet（FN）与MAXIMUS, INC.（MMS）财务数据对比。点击上方公司名可切换其他公司
MAXIMUS, INC.的季度营收约是Fabrinet的1.2倍（$1.3B vs $1.1B），MAXIMUS, INC.净利率更高（30.2% vs 9.9%，领先20.2%），Fabrinet同比增速更快（35.9% vs -2.8%），MAXIMUS, INC.自由现金流更多（$450.0M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs -0.3%）
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。
MAXIMUS是美国一家政府服务企业，业务覆盖美国、加拿大、英国等国家，为医疗补助、联邦医疗保险、医改、就业帮扶、学生贷款服务等各类政府项目提供行政及配套服务。公司总部位于弗吉尼亚州泰森斯，现有员工3.96万名，2024财年营收达53亿美元。
FN vs MMS — 直观对比
营收规模更大
MMS
是对方的1.2倍
$1.1B
营收增速更快
FN
高出38.7%
-2.8%
净利率更高
MMS
高出20.2%
9.9%
自由现金流更多
MMS
多$455.3M
$-5.3M
两年增速更快
FN
近两年复合增速
-0.3%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.3B |
| 净利润 | $112.6M | $394.0M |
| 毛利率 | 12.2% | 26.2% |
| 营业利润率 | 10.1% | 11.4% |
| 净利率 | 9.9% | 30.2% |
| 营收同比 | 35.9% | -2.8% |
| 净利润同比 | 30.0% | -4.1% |
| 每股收益（稀释后） | $3.11 | $7.27 |
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FNMMS
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $978.1M | $1.3B | ||
| Q2 25 | $909.7M | $1.3B | ||
| Q1 25 | $871.8M | $1.4B | ||
| Q4 24 | $833.6M | $1.4B | ||
| Q3 24 | $804.2M | $1.3B | ||
| Q2 24 | $753.3M | $1.3B |
净利润FNMMS
| Q1 26 | — | $394.0M | ||
| Q4 25 | $112.6M | $93.9M | ||
| Q3 25 | $95.9M | $75.3M | ||
| Q2 25 | $87.2M | $106.0M | ||
| Q1 25 | $81.3M | $96.6M | ||
| Q4 24 | $86.6M | $41.2M | ||
| Q3 24 | $77.4M | $72.5M | ||
| Q2 24 | $81.1M | $89.8M |
毛利率FNMMS
| Q1 26 | — | 26.2% | ||
| Q4 25 | 12.2% | 23.7% | ||
| Q3 25 | 11.9% | 25.3% | ||
| Q2 25 | 12.2% | 26.7% | ||
| Q1 25 | 11.7% | 24.9% | ||
| Q4 24 | 12.1% | 21.5% | ||
| Q3 24 | 12.3% | 22.9% | ||
| Q2 24 | 12.3% | 25.3% |
营业利润率FNMMS
| Q1 26 | — | 11.4% | ||
| Q4 25 | 10.1% | 10.9% | ||
| Q3 25 | 9.6% | 9.3% | ||
| Q2 25 | 9.8% | 12.3% | ||
| Q1 25 | 9.0% | 11.2% | ||
| Q4 24 | 9.5% | 6.2% | ||
| Q3 24 | 9.6% | 8.5% | ||
| Q2 24 | 9.7% | 10.8% |
净利率FNMMS
| Q1 26 | — | 30.2% | ||
| Q4 25 | 9.9% | 7.0% | ||
| Q3 25 | 9.8% | 5.7% | ||
| Q2 25 | 9.6% | 7.9% | ||
| Q1 25 | 9.3% | 7.1% | ||
| Q4 24 | 10.4% | 2.9% | ||
| Q3 24 | 9.6% | 5.5% | ||
| Q2 24 | 10.8% | 6.8% |
每股收益（稀释后）FNMMS
| Q1 26 | — | $7.27 | ||
| Q4 25 | $3.11 | $1.70 | ||
| Q3 25 | $2.66 | $1.27 | ||
| Q2 25 | $2.41 | $1.86 | ||
| Q1 25 | $2.25 | $1.69 | ||
| Q4 24 | $2.38 | $0.69 | ||
| Q3 24 | $2.13 | $1.18 | ||
| Q2 24 | $2.22 | $1.46 |
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 | $157.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $1.7B |
| 总资产 | $3.3B | $4.2B |
| 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FNMMS
| Q1 26 | — | $157.5M | ||
| Q4 25 | $960.8M | $137.6M | ||
| Q3 25 | $968.8M | $222.4M | ||
| Q2 25 | $934.2M | $59.8M | ||
| Q1 25 | $950.7M | $108.1M | ||
| Q4 24 | $934.6M | $72.7M | ||
| Q3 24 | $908.9M | $183.1M | ||
| Q2 24 | $858.6M | $102.8M |
股东权益FNMMS
| Q1 26 | — | $1.7B | ||
| Q4 25 | $2.2B | $1.7B | ||
| Q3 25 | $2.1B | $1.7B | ||
| Q2 25 | $2.0B | $1.8B | ||
| Q1 25 | $1.9B | $1.7B | ||
| Q4 24 | $1.8B | $1.6B | ||
| Q3 24 | $1.8B | $1.8B | ||
| Q2 24 | $1.7B | $1.8B |
总资产FNMMS
| Q1 26 | — | $4.2B | ||
| Q4 25 | $3.3B | $4.2B | ||
| Q3 25 | $3.0B | $4.1B | ||
| Q2 25 | $2.8B | $4.5B | ||
| Q1 25 | $2.6B | $4.2B | ||
| Q4 24 | $2.5B | $4.1B | ||
| Q3 24 | $2.4B | $4.1B | ||
| Q2 24 | $2.3B | $4.0B |
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 | $450.0M |
| 自由现金流率自由现金流/营收 | -0.5% | 34.5% |
| 资本支出强度资本支出/营收 | 4.6% | — |
| 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 | $643.0M |
8季度趋势，按日历期对齐
经营现金流FNMMS
| Q1 26 | — | — | ||
| Q4 25 | $46.3M | $-244.4M | ||
| Q3 25 | $102.6M | $649.4M | ||
| Q2 25 | $55.1M | $-182.7M | ||
| Q1 25 | $74.2M | $42.7M | ||
| Q4 24 | $115.9M | $-80.0M | ||
| Q3 24 | $83.2M | $163.8M | ||
| Q2 24 | $83.1M | $199.3M |
自由现金流FNMMS
| Q1 26 | — | $450.0M | ||
| Q4 25 | $-5.3M | $-250.7M | ||
| Q3 25 | $57.3M | $641.8M | ||
| Q2 25 | $4.7M | $-198.2M | ||
| Q1 25 | $45.7M | $25.5M | ||
| Q4 24 | $94.0M | $-103.0M | ||
| Q3 24 | $62.9M | $131.9M | ||
| Q2 24 | $70.4M | $164.6M |
自由现金流率FNMMS
| Q1 26 | — | 34.5% | ||
| Q4 25 | -0.5% | -18.6% | ||
| Q3 25 | 5.9% | 48.7% | ||
| Q2 25 | 0.5% | -14.7% | ||
| Q1 25 | 5.2% | 1.9% | ||
| Q4 24 | 11.3% | -7.3% | ||
| Q3 24 | 7.8% | 10.0% | ||
| Q2 24 | 9.3% | 12.5% |
资本支出强度FNMMS
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 0.5% | ||
| Q3 25 | 4.6% | 0.6% | ||
| Q2 25 | 5.5% | 1.1% | ||
| Q1 25 | 3.3% | 1.3% | ||
| Q4 24 | 2.6% | 1.6% | ||
| Q3 24 | 2.5% | 2.4% | ||
| Q2 24 | 1.7% | 2.6% |
现金转化率FNMMS
| Q1 26 | — | — | ||
| Q4 25 | 0.41× | -2.60× | ||
| Q3 25 | 1.07× | 8.63× | ||
| Q2 25 | 0.63× | -1.72× | ||
| Q1 25 | 0.91× | 0.44× | ||
| Q4 24 | 1.34× | -1.94× | ||
| Q3 24 | 1.07× | 2.26× | ||
| Q2 24 | 1.02× | 2.22× |
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% |
MMS
暂无分部数据
