vs
Fabrinet(FN)与MYR GROUP INC.(MYRG)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MYR GROUP INC.的1.2倍($1.1B vs $973.5M),Fabrinet净利率更高(9.9% vs 3.8%,领先6.2%),Fabrinet同比增速更快(35.9% vs 17.3%),MYR GROUP INC.自由现金流更多($84.9M vs $-5.3M),过去两年Fabrinet的营收复合增速更高(24.4% vs 9.3%)
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。
MYR集团是美国知名电气建设服务提供商,业务覆盖输配电线路、变电站、工商业建筑及可再生能源领域的电气施工,旗下拥有12家电气建设子公司,在北美电力基建赛道拥有深厚的技术积累与项目交付能力。
FN vs MYRG — 直观对比
营收规模更大
FN
是对方的1.2倍
$973.5M
营收增速更快
FN
高出18.6%
17.3%
净利率更高
FN
高出6.2%
3.8%
自由现金流更多
MYRG
多$90.3M
$-5.3M
两年增速更快
FN
近两年复合增速
9.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $973.5M |
| 净利润 | $112.6M | $36.5M |
| 毛利率 | 12.2% | 11.4% |
| 营业利润率 | 10.1% | 4.8% |
| 净利率 | 9.9% | 3.8% |
| 营收同比 | 35.9% | 17.3% |
| 净利润同比 | 30.0% | 129.1% |
| 每股收益(稀释后) | $3.11 | $2.33 |
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
FN
MYRG
| Q4 25 | $1.1B | $973.5M | ||
| Q3 25 | $978.1M | $950.4M | ||
| Q2 25 | $909.7M | $900.3M | ||
| Q1 25 | $871.8M | $833.6M | ||
| Q4 24 | $833.6M | $829.8M | ||
| Q3 24 | $804.2M | $888.0M | ||
| Q2 24 | $753.3M | $828.9M | ||
| Q1 24 | $731.5M | $815.6M |
净利润
FN
MYRG
| Q4 25 | $112.6M | $36.5M | ||
| Q3 25 | $95.9M | $32.1M | ||
| Q2 25 | $87.2M | $26.5M | ||
| Q1 25 | $81.3M | $23.3M | ||
| Q4 24 | $86.6M | $16.0M | ||
| Q3 24 | $77.4M | $10.6M | ||
| Q2 24 | $81.1M | $-15.3M | ||
| Q1 24 | $80.9M | $18.9M |
毛利率
FN
MYRG
| Q4 25 | 12.2% | 11.4% | ||
| Q3 25 | 11.9% | 11.8% | ||
| Q2 25 | 12.2% | 11.5% | ||
| Q1 25 | 11.7% | 11.6% | ||
| Q4 24 | 12.1% | 10.4% | ||
| Q3 24 | 12.3% | 8.7% | ||
| Q2 24 | 12.3% | 4.9% | ||
| Q1 24 | 12.4% | 10.6% |
营业利润率
FN
MYRG
| Q4 25 | 10.1% | 4.8% | ||
| Q3 25 | 9.6% | 4.9% | ||
| Q2 25 | 9.8% | 4.4% | ||
| Q1 25 | 9.0% | 4.1% | ||
| Q4 24 | 9.5% | 3.6% | ||
| Q3 24 | 9.6% | 2.3% | ||
| Q2 24 | 9.7% | -2.5% | ||
| Q1 24 | 9.7% | 3.0% |
净利率
FN
MYRG
| Q4 25 | 9.9% | 3.8% | ||
| Q3 25 | 9.8% | 3.4% | ||
| Q2 25 | 9.6% | 2.9% | ||
| Q1 25 | 9.3% | 2.8% | ||
| Q4 24 | 10.4% | 1.9% | ||
| Q3 24 | 9.6% | 1.2% | ||
| Q2 24 | 10.8% | -1.8% | ||
| Q1 24 | 11.1% | 2.3% |
每股收益(稀释后)
FN
MYRG
| Q4 25 | $3.11 | $2.33 | ||
| Q3 25 | $2.66 | $2.05 | ||
| Q2 25 | $2.41 | $1.70 | ||
| Q1 25 | $2.25 | $1.45 | ||
| Q4 24 | $2.38 | $0.97 | ||
| Q3 24 | $2.13 | $0.65 | ||
| Q2 24 | $2.22 | $-0.91 | ||
| Q1 24 | $2.21 | $1.12 |
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 | $150.2M |
| 总债务越低越好 | — | $59.0M |
| 股东权益账面价值 | $2.2B | $660.4M |
| 总资产 | $3.3B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势,按日历期对齐
现金及短期投资
FN
MYRG
| Q4 25 | $960.8M | $150.2M | ||
| Q3 25 | $968.8M | $76.2M | ||
| Q2 25 | $934.2M | $23.0M | ||
| Q1 25 | $950.7M | $10.9M | ||
| Q4 24 | $934.6M | $3.5M | ||
| Q3 24 | $908.9M | $7.6M | ||
| Q2 24 | $858.6M | $1.9M | ||
| Q1 24 | $794.0M | $3.9M |
总债务
FN
MYRG
| Q4 25 | — | $59.0M | ||
| Q3 25 | — | $72.0M | ||
| Q2 25 | — | $86.1M | ||
| Q1 25 | — | $87.2M | ||
| Q4 24 | — | $74.4M | ||
| Q3 24 | — | $93.2M | ||
| Q2 24 | — | $45.1M | ||
| Q1 24 | — | $37.9M |
股东权益
FN
MYRG
| Q4 25 | $2.2B | $660.4M | ||
| Q3 25 | $2.1B | $617.6M | ||
| Q2 25 | $2.0B | $583.2M | ||
| Q1 25 | $1.9B | $548.7M | ||
| Q4 24 | $1.8B | $600.4M | ||
| Q3 24 | $1.8B | $588.5M | ||
| Q2 24 | $1.7B | $633.3M | ||
| Q1 24 | $1.7B | $663.7M |
总资产
FN
MYRG
| Q4 25 | $3.3B | $1.6B | ||
| Q3 25 | $3.0B | $1.6B | ||
| Q2 25 | $2.8B | $1.6B | ||
| Q1 25 | $2.6B | $1.5B | ||
| Q4 24 | $2.5B | $1.6B | ||
| Q3 24 | $2.4B | $1.6B | ||
| Q2 24 | $2.3B | $1.6B | ||
| Q1 24 | $2.2B | $1.6B |
负债/权益比
FN
MYRG
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.12× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.07× | ||
| Q1 24 | — | 0.06× |
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 | $114.8M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $84.9M |
| 自由现金流率自由现金流/营收 | -0.5% | 8.7% |
| 资本支出强度资本支出/营收 | 4.6% | 3.1% |
| 现金转化率经营现金流/净利润 | 0.41× | 3.14× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $232.2M |
8季度趋势,按日历期对齐
经营现金流
FN
MYRG
| Q4 25 | $46.3M | $114.8M | ||
| Q3 25 | $102.6M | $95.6M | ||
| Q2 25 | $55.1M | $32.9M | ||
| Q1 25 | $74.2M | $83.3M | ||
| Q4 24 | $115.9M | $21.1M | ||
| Q3 24 | $83.2M | $35.6M | ||
| Q2 24 | $83.1M | $22.7M | ||
| Q1 24 | $100.9M | $7.7M |
自由现金流
FN
MYRG
| Q4 25 | $-5.3M | $84.9M | ||
| Q3 25 | $57.3M | $65.4M | ||
| Q2 25 | $4.7M | $11.6M | ||
| Q1 25 | $45.7M | $70.2M | ||
| Q4 24 | $94.0M | $8.8M | ||
| Q3 24 | $62.9M | $18.0M | ||
| Q2 24 | $70.4M | $2.5M | ||
| Q1 24 | $87.3M | $-18.1M |
自由现金流率
FN
MYRG
| Q4 25 | -0.5% | 8.7% | ||
| Q3 25 | 5.9% | 6.9% | ||
| Q2 25 | 0.5% | 1.3% | ||
| Q1 25 | 5.2% | 8.4% | ||
| Q4 24 | 11.3% | 1.1% | ||
| Q3 24 | 7.8% | 2.0% | ||
| Q2 24 | 9.3% | 0.3% | ||
| Q1 24 | 11.9% | -2.2% |
资本支出强度
FN
MYRG
| Q4 25 | 4.6% | 3.1% | ||
| Q3 25 | 4.6% | 3.2% | ||
| Q2 25 | 5.5% | 2.4% | ||
| Q1 25 | 3.3% | 1.6% | ||
| Q4 24 | 2.6% | 1.5% | ||
| Q3 24 | 2.5% | 2.0% | ||
| Q2 24 | 1.7% | 2.4% | ||
| Q1 24 | 1.9% | 3.2% |
现金转化率
FN
MYRG
| Q4 25 | 0.41× | 3.14× | ||
| Q3 25 | 1.07× | 2.98× | ||
| Q2 25 | 0.63× | 1.24× | ||
| Q1 25 | 0.91× | 3.57× | ||
| Q4 24 | 1.34× | 1.32× | ||
| Q3 24 | 1.07× | 3.35× | ||
| Q2 24 | 1.02× | — | ||
| Q1 24 | 1.25× | 0.41× |
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% |
MYRG
| Market Type Electrical Construction | $442.6M | 45% |
| Market Type Transmission | $330.3M | 34% |
| Market Type Distribution | $200.6M | 21% |