vs
Fabrinet（FN）与NORTHERN OIL & GAS, INC.（NOG）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NORTHERN OIL & GAS, INC.的1.9倍（$1.1B vs $610.2M），Fabrinet净利率更高（9.9% vs -11.6%，领先21.5%），Fabrinet同比增速更快（35.9% vs -72.6%），NORTHERN OIL & GAS, INC.自由现金流更多（$43.2M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs 4.3%）
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。
Marathon Oil Corporation是一家美国油气勘探开发企业，核心业务涵盖油气资源的勘探、开采与运营，2024年11月被康菲石油收购，相关业务与资产已并入康菲石油体系。
FN vs NOG — 直观对比
营收规模更大
FN
是对方的1.9倍
$610.2M
营收增速更快
FN
高出108.5%
-72.6%
净利率更高
FN
高出21.5%
-11.6%
自由现金流更多
NOG
多$48.6M
$-5.3M
两年增速更快
FN
近两年复合增速
4.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $610.2M |
| 净利润 | $112.6M | $-70.7M |
| 毛利率 | 12.2% | — |
| 营业利润率 | 10.1% | — |
| 净利率 | 9.9% | -11.6% |
| 营收同比 | 35.9% | -72.6% |
| 净利润同比 | 30.0% | -198.7% |
| 每股收益（稀释后） | $3.11 | $-0.73 |
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FNNOG
| Q1 26 | — | $610.2M | ||
| Q4 25 | $1.1B | $610.2M | ||
| Q3 25 | $978.1M | $556.6M | ||
| Q2 25 | $909.7M | $706.8M | ||
| Q1 25 | $871.8M | $602.1M | ||
| Q4 24 | $833.6M | $515.0M | ||
| Q3 24 | $804.2M | $753.6M | ||
| Q2 24 | $753.3M | $560.8M |
净利润FNNOG
| Q1 26 | — | $-70.7M | ||
| Q4 25 | $112.6M | $-70.7M | ||
| Q3 25 | $95.9M | $-129.1M | ||
| Q2 25 | $87.2M | $99.6M | ||
| Q1 25 | $81.3M | $139.0M | ||
| Q4 24 | $86.6M | $71.7M | ||
| Q3 24 | $77.4M | $298.4M | ||
| Q2 24 | $81.1M | $138.6M |
毛利率FNNOG
| Q1 26 | — | — | ||
| Q4 25 | 12.2% | 80.4% | ||
| Q3 25 | 11.9% | 78.7% | ||
| Q2 25 | 12.2% | 82.8% | ||
| Q1 25 | 11.7% | 81.1% | ||
| Q4 24 | 12.1% | 77.4% | ||
| Q3 24 | 12.3% | 85.8% | ||
| Q2 24 | 12.3% | 82.0% |
营业利润率FNNOG
| Q1 26 | — | — | ||
| Q4 25 | 10.1% | -5.5% | ||
| Q3 25 | 9.6% | -22.6% | ||
| Q2 25 | 9.8% | 24.9% | ||
| Q1 25 | 9.0% | 38.1% | ||
| Q4 24 | 9.5% | 25.8% | ||
| Q3 24 | 9.6% | 57.6% | ||
| Q2 24 | 9.7% | 39.0% |
净利率FNNOG
| Q1 26 | — | -11.6% | ||
| Q4 25 | 9.9% | -11.6% | ||
| Q3 25 | 9.8% | -23.2% | ||
| Q2 25 | 9.6% | 14.1% | ||
| Q1 25 | 9.3% | 23.1% | ||
| Q4 24 | 10.4% | 13.9% | ||
| Q3 24 | 9.6% | 39.6% | ||
| Q2 24 | 10.8% | 24.7% |
每股收益（稀释后）FNNOG
| Q1 26 | — | $-0.73 | ||
| Q4 25 | $3.11 | $-0.67 | ||
| Q3 25 | $2.66 | $-1.33 | ||
| Q2 25 | $2.41 | $1.00 | ||
| Q1 25 | $2.25 | $1.39 | ||
| Q4 24 | $2.38 | $0.71 | ||
| Q3 24 | $2.13 | $2.96 | ||
| Q2 24 | $2.22 | $1.36 |
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 | $14.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $2.1B |
| 总资产 | $3.3B | $5.4B |
| 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FNNOG
| Q1 26 | — | $14.3M | ||
| Q4 25 | $960.8M | $14.3M | ||
| Q3 25 | $968.8M | $31.6M | ||
| Q2 25 | $934.2M | $25.9M | ||
| Q1 25 | $950.7M | $33.6M | ||
| Q4 24 | $934.6M | $8.9M | ||
| Q3 24 | $908.9M | $34.4M | ||
| Q2 24 | $858.6M | $7.8M |
总债务FNNOG
| Q1 26 | — | — | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $1.9B |
股东权益FNNOG
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.2B | $2.1B | ||
| Q3 25 | $2.1B | $2.2B | ||
| Q2 25 | $2.0B | $2.4B | ||
| Q1 25 | $1.9B | $2.4B | ||
| Q4 24 | $1.8B | $2.3B | ||
| Q3 24 | $1.8B | $2.3B | ||
| Q2 24 | $1.7B | $2.1B |
总资产FNNOG
| Q1 26 | — | $5.4B | ||
| Q4 25 | $3.3B | $5.4B | ||
| Q3 25 | $3.0B | $5.5B | ||
| Q2 25 | $2.8B | $5.7B | ||
| Q1 25 | $2.6B | $5.7B | ||
| Q4 24 | $2.5B | $5.6B | ||
| Q3 24 | $2.4B | $5.1B | ||
| Q2 24 | $2.3B | $4.7B |
负债/权益比FNNOG
| Q1 26 | — | — | ||
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 1.05× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 0.96× | ||
| Q4 24 | — | 1.02× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.91× |
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 | $312.6M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $43.2M |
| 自由现金流率自由现金流/营收 | -0.5% | 7.1% |
| 资本支出强度资本支出/营收 | 4.6% | 31.5% |
| 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FNNOG
| Q1 26 | — | $312.6M | ||
| Q4 25 | $46.3M | $312.6M | ||
| Q3 25 | $102.6M | $423.1M | ||
| Q2 25 | $55.1M | $362.1M | ||
| Q1 25 | $74.2M | $407.4M | ||
| Q4 24 | $115.9M | $290.3M | ||
| Q3 24 | $83.2M | $385.8M | ||
| Q2 24 | $83.1M | $340.5M |
自由现金流FNNOG
| Q1 26 | — | $43.2M | ||
| Q4 25 | $-5.3M | — | ||
| Q3 25 | $57.3M | — | ||
| Q2 25 | $4.7M | — | ||
| Q1 25 | $45.7M | — | ||
| Q4 24 | $94.0M | — | ||
| Q3 24 | $62.9M | — | ||
| Q2 24 | $70.4M | — |
自由现金流率FNNOG
| Q1 26 | — | 7.1% | ||
| Q4 25 | -0.5% | — | ||
| Q3 25 | 5.9% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 11.3% | — | ||
| Q3 24 | 7.8% | — | ||
| Q2 24 | 9.3% | — |
资本支出强度FNNOG
| Q1 26 | — | 31.5% | ||
| Q4 25 | 4.6% | — | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | 5.5% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 1.7% | — |
现金转化率FNNOG
| Q1 26 | — | — | ||
| Q4 25 | 0.41× | — | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 0.63× | 3.64× | ||
| Q1 25 | 0.91× | 2.93× | ||
| Q4 24 | 1.34× | 4.05× | ||
| Q3 24 | 1.07× | 1.29× | ||
| Q2 24 | 1.02× | 2.46× |
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% |
NOG
| Oil and Gas Sales | $447.7M | 73% |
| Gain on Commodity Derivatives, Net | $159.3M | 26% |
| Other Revenue | $3.1M | 1% |
