vs
Fabrinet（FN）与怪兽饮料（MNST）财务数据对比。点击上方公司名可切换其他公司
怪兽饮料的季度营收约是Fabrinet的1.9倍（$2.1B vs $1.1B），怪兽饮料净利率更高（21.1% vs 9.9%，领先11.1%），Fabrinet同比增速更快（35.9% vs 17.6%），怪兽饮料自由现金流更多（$351.2M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs 5.9%）
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。
怪兽饮料是美国知名饮品企业，旗下拥有魔爪、Relentless、Reign、Burn等多款畅销能量饮料产品。公司1935年创立于美国南加州，前身为Hansen's，最初主营果汁产品，2012年正式更为现名。
FN vs MNST — 直观对比
营收规模更大
MNST
是对方的1.9倍
$1.1B
营收增速更快
FN
高出18.3%
17.6%
净利率更高
MNST
高出11.1%
9.9%
自由现金流更多
MNST
多$356.6M
$-5.3M
两年增速更快
FN
近两年复合增速
5.9%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.1B |
| 净利润 | $112.6M | $449.2M |
| 毛利率 | 12.2% | 55.5% |
| 营业利润率 | 10.1% | 25.5% |
| 净利率 | 9.9% | 21.1% |
| 营收同比 | 35.9% | 17.6% |
| 净利润同比 | 30.0% | 65.9% |
| 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FNMNST
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $978.1M | $2.2B | ||
| Q2 25 | $909.7M | $2.1B | ||
| Q1 25 | $871.8M | $1.9B | ||
| Q4 24 | $833.6M | $1.8B | ||
| Q3 24 | $804.2M | $1.9B | ||
| Q2 24 | $753.3M | $1.9B | ||
| Q1 24 | $731.5M | $1.9B |
净利润FNMNST
| Q4 25 | $112.6M | $449.2M | ||
| Q3 25 | $95.9M | $524.5M | ||
| Q2 25 | $87.2M | $488.8M | ||
| Q1 25 | $81.3M | $443.0M | ||
| Q4 24 | $86.6M | $270.7M | ||
| Q3 24 | $77.4M | $370.9M | ||
| Q2 24 | $81.1M | $425.4M | ||
| Q1 24 | $80.9M | $442.0M |
毛利率FNMNST
| Q4 25 | 12.2% | 55.5% | ||
| Q3 25 | 11.9% | 55.7% | ||
| Q2 25 | 12.2% | 55.7% | ||
| Q1 25 | 11.7% | 56.5% | ||
| Q4 24 | 12.1% | 55.3% | ||
| Q3 24 | 12.3% | 53.2% | ||
| Q2 24 | 12.3% | 53.6% | ||
| Q1 24 | 12.4% | 54.1% |
营业利润率FNMNST
| Q4 25 | 10.1% | 25.5% | ||
| Q3 25 | 9.6% | 30.7% | ||
| Q2 25 | 9.8% | 29.9% | ||
| Q1 25 | 9.0% | 30.7% | ||
| Q4 24 | 9.5% | 21.0% | ||
| Q3 24 | 9.6% | 25.5% | ||
| Q2 24 | 9.7% | 27.7% | ||
| Q1 24 | 9.7% | 28.5% |
净利率FNMNST
| Q4 25 | 9.9% | 21.1% | ||
| Q3 25 | 9.8% | 23.9% | ||
| Q2 25 | 9.6% | 23.1% | ||
| Q1 25 | 9.3% | 23.9% | ||
| Q4 24 | 10.4% | 14.9% | ||
| Q3 24 | 9.6% | 19.7% | ||
| Q2 24 | 10.8% | 22.4% | ||
| Q1 24 | 11.1% | 23.3% |
每股收益（稀释后）FNMNST
| 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 | $2.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $8.3B |
| 总资产 | $3.3B | $10.0B |
| 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FNMNST
| Q4 25 | $960.8M | $2.8B | ||
| Q3 25 | $968.8M | $2.6B | ||
| Q2 25 | $934.2M | $2.1B | ||
| Q1 25 | $950.7M | $1.9B | ||
| Q4 24 | $934.6M | $1.5B | ||
| Q3 24 | $908.9M | $1.6B | ||
| Q2 24 | $858.6M | $1.6B | ||
| Q1 24 | $794.0M | $3.6B |
总债务FNMNST
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $199.1M | ||
| Q4 24 | — | $374.0M | ||
| Q3 24 | — | $748.8M | ||
| Q2 24 | — | $748.7M | ||
| Q1 24 | — | — |
股东权益FNMNST
| Q4 25 | $2.2B | $8.3B | ||
| Q3 25 | $2.1B | $7.7B | ||
| Q2 25 | $2.0B | $7.2B | ||
| Q1 25 | $1.9B | $6.5B | ||
| Q4 24 | $1.8B | $6.0B | ||
| Q3 24 | $1.8B | $5.8B | ||
| Q2 24 | $1.7B | $5.9B | ||
| Q1 24 | $1.7B | $8.6B |
总资产FNMNST
| Q4 25 | $3.3B | $10.0B | ||
| Q3 25 | $3.0B | $9.6B | ||
| Q2 25 | $2.8B | $8.7B | ||
| Q1 25 | $2.6B | $8.2B | ||
| Q4 24 | $2.5B | $7.7B | ||
| Q3 24 | $2.4B | $8.1B | ||
| Q2 24 | $2.3B | $8.1B | ||
| Q1 24 | $2.2B | $10.1B |
负债/权益比FNMNST
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.03× | ||
| Q4 24 | — | 0.06× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.13× | ||
| Q1 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 | $379.4M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $351.2M |
| 自由现金流率自由现金流/营收 | -0.5% | 16.5% |
| 资本支出强度资本支出/营收 | 4.6% | 1.3% |
| 现金转化率经营现金流/净利润 | 0.41× | 0.84× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $2.0B |
8季度趋势，按日历期对齐
经营现金流FNMNST
| Q4 25 | $46.3M | $379.4M | ||
| Q3 25 | $102.6M | $745.1M | ||
| Q2 25 | $55.1M | $466.0M | ||
| Q1 25 | $74.2M | $507.6M | ||
| Q4 24 | $115.9M | $461.7M | ||
| Q3 24 | $83.2M | $618.4M | ||
| Q2 24 | $83.1M | $436.3M | ||
| Q1 24 | $100.9M | $412.1M |
自由现金流FNMNST
| Q4 25 | $-5.3M | $351.2M | ||
| Q3 25 | $57.3M | $701.5M | ||
| Q2 25 | $4.7M | $434.6M | ||
| Q1 25 | $45.7M | $478.5M | ||
| Q4 24 | $94.0M | $370.4M | ||
| Q3 24 | $62.9M | $571.4M | ||
| Q2 24 | $70.4M | $376.5M | ||
| Q1 24 | $87.3M | $346.1M |
自由现金流率FNMNST
| Q4 25 | -0.5% | 16.5% | ||
| Q3 25 | 5.9% | 31.9% | ||
| Q2 25 | 0.5% | 20.6% | ||
| Q1 25 | 5.2% | 25.8% | ||
| Q4 24 | 11.3% | 20.4% | ||
| Q3 24 | 7.8% | 30.4% | ||
| Q2 24 | 9.3% | 19.8% | ||
| Q1 24 | 11.9% | 18.2% |
资本支出强度FNMNST
| Q4 25 | 4.6% | 1.3% | ||
| Q3 25 | 4.6% | 2.0% | ||
| Q2 25 | 5.5% | 1.5% | ||
| Q1 25 | 3.3% | 1.6% | ||
| Q4 24 | 2.6% | 5.0% | ||
| Q3 24 | 2.5% | 2.5% | ||
| Q2 24 | 1.7% | 3.1% | ||
| Q1 24 | 1.9% | 3.5% |
现金转化率FNMNST
| Q4 25 | 0.41× | 0.84× | ||
| Q3 25 | 1.07× | 1.42× | ||
| Q2 25 | 0.63× | 0.95× | ||
| Q1 25 | 0.91× | 1.15× | ||
| Q4 24 | 1.34× | 1.71× | ||
| Q3 24 | 1.07× | 1.67× | ||
| Q2 24 | 1.02× | 1.03× | ||
| Q1 24 | 1.25× | 0.93× |
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% |
MNST
| Monster Energy Drinks Segment | $1.2B | 57% |
| Sales Revenue Product Line | $905.5M | 42% |
| Strategic Brands Segment | $50.3M | 2% |
| Alcohol Brands Segment | $29.0M | 1% |
