vs
Fabrinet（FN）与Old Dominion（ODFL）财务数据对比。点击上方公司名可切换其他公司
Old Dominion的季度营收约是Fabrinet的1.2倍（$1.3B vs $1.1B），Old Dominion净利率更高（17.6% vs 9.9%，领先7.6%），Fabrinet同比增速更快（35.9% vs -5.7%），Old Dominion自由现金流更多（$264.5M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs -5.4%）
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。
Old Dominion Freight Line（简称ODFL）是美国领先的零担货运企业，服务覆盖区域、跨区域及全国范围。除核心零担货运业务外，公司还提供加急运输、综合物流及家庭搬家服务，拥有成熟的运营网络，可满足不同客户的多元运输需求。
FN vs ODFL — 直观对比
营收规模更大
ODFL
是对方的1.2倍
$1.1B
营收增速更快
FN
高出41.6%
-5.7%
净利率更高
ODFL
高出7.6%
9.9%
自由现金流更多
ODFL
多$269.9M
$-5.3M
两年增速更快
FN
近两年复合增速
-5.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.3B |
| 净利润 | $112.6M | $229.5M |
| 毛利率 | 12.2% | — |
| 营业利润率 | 10.1% | 23.3% |
| 净利率 | 9.9% | 17.6% |
| 营收同比 | 35.9% | -5.7% |
| 净利润同比 | 30.0% | -12.8% |
| 每股收益（稀释后） | $3.11 | $1.10 |
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FNODFL
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $978.1M | $1.4B | ||
| Q2 25 | $909.7M | $1.4B | ||
| Q1 25 | $871.8M | $1.4B | ||
| Q4 24 | $833.6M | $1.4B | ||
| Q3 24 | $804.2M | $1.5B | ||
| Q2 24 | $753.3M | $1.5B | ||
| Q1 24 | $731.5M | $1.5B |
净利润FNODFL
| Q4 25 | $112.6M | $229.5M | ||
| Q3 25 | $95.9M | $270.9M | ||
| Q2 25 | $87.2M | $268.6M | ||
| Q1 25 | $81.3M | $254.7M | ||
| Q4 24 | $86.6M | $263.1M | ||
| Q3 24 | $77.4M | $308.6M | ||
| Q2 24 | $81.1M | $322.0M | ||
| Q1 24 | $80.9M | $292.3M |
毛利率FNODFL
| Q4 25 | 12.2% | — | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | 12.2% | — | ||
| Q1 25 | 11.7% | — | ||
| Q4 24 | 12.1% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 12.3% | — | ||
| Q1 24 | 12.4% | — |
营业利润率FNODFL
| Q4 25 | 10.1% | 23.3% | ||
| Q3 25 | 9.6% | 25.7% | ||
| Q2 25 | 9.8% | 25.4% | ||
| Q1 25 | 9.0% | 24.6% | ||
| Q4 24 | 9.5% | 24.1% | ||
| Q3 24 | 9.6% | 27.3% | ||
| Q2 24 | 9.7% | 28.1% | ||
| Q1 24 | 9.7% | 26.5% |
净利率FNODFL
| Q4 25 | 9.9% | 17.6% | ||
| Q3 25 | 9.8% | 19.3% | ||
| Q2 25 | 9.6% | 19.1% | ||
| Q1 25 | 9.3% | 18.5% | ||
| Q4 24 | 10.4% | 19.0% | ||
| Q3 24 | 9.6% | 21.0% | ||
| Q2 24 | 10.8% | 21.5% | ||
| Q1 24 | 11.1% | 20.0% |
每股收益（稀释后）FNODFL
| Q4 25 | $3.11 | $1.10 | ||
| Q3 25 | $2.66 | $1.28 | ||
| Q2 25 | $2.41 | $1.27 | ||
| Q1 25 | $2.25 | $1.19 | ||
| Q4 24 | $2.38 | $1.23 | ||
| Q3 24 | $2.13 | $1.43 | ||
| Q2 24 | $2.22 | $1.48 | ||
| Q1 24 | $2.21 | $1.34 |
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 | $120.1M |
| 总债务越低越好 | — | $20.0M |
| 股东权益账面价值 | $2.2B | $4.3B |
| 总资产 | $3.3B | $5.5B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资FNODFL
| Q4 25 | $960.8M | $120.1M | ||
| Q3 25 | $968.8M | $46.6M | ||
| Q2 25 | $934.2M | $24.1M | ||
| Q1 25 | $950.7M | $97.2M | ||
| Q4 24 | $934.6M | $108.7M | ||
| Q3 24 | $908.9M | $74.2M | ||
| Q2 24 | $858.6M | $104.6M | ||
| Q1 24 | $794.0M | $581.0M |
总债务FNODFL
| Q4 25 | — | $20.0M | ||
| Q3 25 | — | $65.0M | ||
| Q2 25 | — | $150.0M | ||
| Q1 25 | — | $40.0M | ||
| Q4 24 | — | $40.0M | ||
| Q3 24 | — | $40.0M | ||
| Q2 24 | — | $40.0M | ||
| Q1 24 | — | $60.0M |
股东权益FNODFL
| Q4 25 | $2.2B | $4.3B | ||
| Q3 25 | $2.1B | $4.3B | ||
| Q2 25 | $2.0B | $4.2B | ||
| Q1 25 | $1.9B | $4.2B | ||
| Q4 24 | $1.8B | $4.2B | ||
| Q3 24 | $1.8B | $4.2B | ||
| Q2 24 | $1.7B | $4.1B | ||
| Q1 24 | $1.7B | $4.4B |
总资产FNODFL
| Q4 25 | $3.3B | $5.5B | ||
| Q3 25 | $3.0B | $5.5B | ||
| Q2 25 | $2.8B | $5.6B | ||
| Q1 25 | $2.6B | $5.5B | ||
| Q4 24 | $2.5B | $5.5B | ||
| Q3 24 | $2.4B | $5.4B | ||
| Q2 24 | $2.3B | $5.3B | ||
| Q1 24 | $2.2B | $5.7B |
负债/权益比FNODFL
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.02× | ||
| Q2 25 | — | 0.04× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.01× | ||
| Q1 24 | — | 0.01× |
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 | $310.3M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $264.5M |
| 自由现金流率自由现金流/营收 | -0.5% | 20.2% |
| 资本支出强度资本支出/营收 | 4.6% | 3.5% |
| 现金转化率经营现金流/净利润 | 0.41× | 1.35× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $955.1M |
8季度趋势，按日历期对齐
经营现金流FNODFL
| Q4 25 | $46.3M | $310.3M | ||
| Q3 25 | $102.6M | $437.5M | ||
| Q2 25 | $55.1M | $285.8M | ||
| Q1 25 | $74.2M | $336.5M | ||
| Q4 24 | $115.9M | $401.1M | ||
| Q3 24 | $83.2M | $446.5M | ||
| Q2 24 | $83.1M | $387.9M | ||
| Q1 24 | $100.9M | $423.9M |
自由现金流FNODFL
| Q4 25 | $-5.3M | $264.5M | ||
| Q3 25 | $57.3M | $343.5M | ||
| Q2 25 | $4.7M | $98.7M | ||
| Q1 25 | $45.7M | $248.4M | ||
| Q4 24 | $94.0M | $230.1M | ||
| Q3 24 | $62.9M | $203.7M | ||
| Q2 24 | $70.4M | $149.7M | ||
| Q1 24 | $87.3M | $304.4M |
自由现金流率FNODFL
| Q4 25 | -0.5% | 20.2% | ||
| Q3 25 | 5.9% | 24.4% | ||
| Q2 25 | 0.5% | 7.0% | ||
| Q1 25 | 5.2% | 18.1% | ||
| Q4 24 | 11.3% | 16.6% | ||
| Q3 24 | 7.8% | 13.9% | ||
| Q2 24 | 9.3% | 10.0% | ||
| Q1 24 | 11.9% | 20.8% |
资本支出强度FNODFL
| Q4 25 | 4.6% | 3.5% | ||
| Q3 25 | 4.6% | 6.7% | ||
| Q2 25 | 5.5% | 13.3% | ||
| Q1 25 | 3.3% | 6.4% | ||
| Q4 24 | 2.6% | 12.3% | ||
| Q3 24 | 2.5% | 16.5% | ||
| Q2 24 | 1.7% | 15.9% | ||
| Q1 24 | 1.9% | 8.2% |
现金转化率FNODFL
| Q4 25 | 0.41× | 1.35× | ||
| Q3 25 | 1.07× | 1.61× | ||
| Q2 25 | 0.63× | 1.06× | ||
| Q1 25 | 0.91× | 1.32× | ||
| Q4 24 | 1.34× | 1.52× | ||
| Q3 24 | 1.07× | 1.45× | ||
| Q2 24 | 1.02× | 1.20× | ||
| Q1 24 | 1.25× | 1.45× |
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% |
ODFL
| LTL Service Revenue | $1.3B | 99% |
| Other Service Revenue | $11.4M | 1% |
