vs
Fabrinet(FN)与信安金融集团(PFG)财务数据对比。点击上方公司名可切换其他公司
信安金融集团的季度营收约是Fabrinet的4.0倍($4.6B vs $1.1B),信安金融集团净利率更高(11.3% vs 9.9%,领先1.4%),Fabrinet同比增速更快(35.9% vs -3.7%),过去两年Fabrinet的营收复合增速更高(24.4% vs 6.3%)
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。
信安金融集团(股票代码:PFG)是总部位于美国艾奥瓦州得梅因的全球性金融服务企业,核心业务涵盖投资管理、保险服务两大板块,在全球多个区域开展业务,为机构客户和个人用户提供专业定制化的金融解决方案,在行业内拥有较高知名度。
FN vs PFG — 直观对比
营收规模更大
PFG
是对方的4.0倍
$1.1B
营收增速更快
FN
高出39.6%
-3.7%
净利率更高
PFG
高出1.4%
9.9%
两年增速更快
FN
近两年复合增速
6.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $4.6B |
| 净利润 | $112.6M | $517.0M |
| 毛利率 | 12.2% | — |
| 营业利润率 | 10.1% | — |
| 净利率 | 9.9% | 11.3% |
| 营收同比 | 35.9% | -3.7% |
| 净利润同比 | 30.0% | -42.9% |
| 每股收益(稀释后) | $3.11 | $2.30 |
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
PFG
| Q4 25 | $1.1B | $4.6B | ||
| Q3 25 | $978.1M | $3.7B | ||
| Q2 25 | $909.7M | $3.7B | ||
| Q1 25 | $871.8M | $3.7B | ||
| Q4 24 | $833.6M | $4.8B | ||
| Q3 24 | $804.2M | $3.0B | ||
| Q2 24 | $753.3M | $4.3B | ||
| Q1 24 | $731.5M | $4.1B |
净利润
FN
PFG
| Q4 25 | $112.6M | $517.0M | ||
| Q3 25 | $95.9M | $213.8M | ||
| Q2 25 | $87.2M | $406.2M | ||
| Q1 25 | $81.3M | $48.1M | ||
| Q4 24 | $86.6M | $905.4M | ||
| Q3 24 | $77.4M | $-220.0M | ||
| Q2 24 | $81.1M | $353.1M | ||
| Q1 24 | $80.9M | $532.5M |
毛利率
FN
PFG
| 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
FN
PFG
| Q4 25 | 10.1% | — | ||
| Q3 25 | 9.6% | — | ||
| Q2 25 | 9.8% | — | ||
| Q1 25 | 9.0% | — | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 9.6% | — | ||
| Q2 24 | 9.7% | — | ||
| Q1 24 | 9.7% | — |
净利率
FN
PFG
| Q4 25 | 9.9% | 11.3% | ||
| Q3 25 | 9.8% | 5.8% | ||
| Q2 25 | 9.6% | 11.1% | ||
| Q1 25 | 9.3% | 1.3% | ||
| Q4 24 | 10.4% | 19.1% | ||
| Q3 24 | 9.6% | -7.3% | ||
| Q2 24 | 10.8% | 8.2% | ||
| Q1 24 | 11.1% | 13.1% |
每股收益(稀释后)
FN
PFG
| Q4 25 | $3.11 | $2.30 | ||
| Q3 25 | $2.66 | $0.95 | ||
| Q2 25 | $2.41 | $1.79 | ||
| Q1 25 | $2.25 | $0.21 | ||
| Q4 24 | $2.38 | $3.92 | ||
| Q3 24 | $2.13 | $-0.95 | ||
| Q2 24 | $2.22 | $1.49 | ||
| Q1 24 | $2.21 | $2.22 |
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 | $4.4B |
| 总债务越低越好 | — | $3.9B |
| 股东权益账面价值 | $2.2B | $11.9B |
| 总资产 | $3.3B | $341.4B |
| 负债/权益比越低杠杆越低 | — | 0.33× |
8季度趋势,按日历期对齐
现金及短期投资
FN
PFG
| Q4 25 | $960.8M | $4.4B | ||
| Q3 25 | $968.8M | $5.1B | ||
| Q2 25 | $934.2M | $3.7B | ||
| Q1 25 | $950.7M | $3.9B | ||
| Q4 24 | $934.6M | $4.2B | ||
| Q3 24 | $908.9M | $6.2B | ||
| Q2 24 | $858.6M | $4.8B | ||
| Q1 24 | $794.0M | $4.2B |
总债务
FN
PFG
| Q4 25 | — | $3.9B | ||
| Q3 25 | — | $3.9B | ||
| Q2 25 | — | $3.9B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $3.9B | ||
| Q2 24 | — | $3.9B | ||
| Q1 24 | — | $3.9B |
股东权益
FN
PFG
| Q4 25 | $2.2B | $11.9B | ||
| Q3 25 | $2.1B | $11.7B | ||
| Q2 25 | $2.0B | $11.4B | ||
| Q1 25 | $1.9B | $11.2B | ||
| Q4 24 | $1.8B | $11.1B | ||
| Q3 24 | $1.8B | $11.2B | ||
| Q2 24 | $1.7B | $11.0B | ||
| Q1 24 | $1.7B | $11.2B |
总资产
FN
PFG
| Q4 25 | $3.3B | $341.4B | ||
| Q3 25 | $3.0B | $334.5B | ||
| Q2 25 | $2.8B | $323.1B | ||
| Q1 25 | $2.6B | $313.0B | ||
| Q4 24 | $2.5B | $313.7B | ||
| Q3 24 | $2.4B | $322.9B | ||
| Q2 24 | $2.3B | $308.8B | ||
| Q1 24 | $2.2B | $308.7B |
负债/权益比
FN
PFG
| Q4 25 | — | 0.33× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.39× | ||
| Q4 24 | — | 0.36× | ||
| Q3 24 | — | 0.35× | ||
| Q2 24 | — | 0.36× | ||
| Q1 24 | — | 0.35× |
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 | $1.7B |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | — |
| 自由现金流率自由现金流/营收 | -0.5% | — |
| 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× | 3.37× |
| 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
FN
PFG
| Q4 25 | $46.3M | $1.7B | ||
| Q3 25 | $102.6M | $1.0B | ||
| Q2 25 | $55.1M | $811.9M | ||
| Q1 25 | $74.2M | $977.3M | ||
| Q4 24 | $115.9M | $1.5B | ||
| Q3 24 | $83.2M | $1.1B | ||
| Q2 24 | $83.1M | $1.4B | ||
| Q1 24 | $100.9M | $584.2M |
自由现金流
FN
PFG
| 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 | — | ||
| Q1 24 | $87.3M | — |
自由现金流率
FN
PFG
| 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% | — | ||
| Q1 24 | 11.9% | — |
资本支出强度
FN
PFG
| 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% | — | ||
| Q1 24 | 1.9% | — |
现金转化率
FN
PFG
| Q4 25 | 0.41× | 3.37× | ||
| Q3 25 | 1.07× | 4.70× | ||
| Q2 25 | 0.63× | 2.00× | ||
| Q1 25 | 0.91× | 20.32× | ||
| Q4 24 | 1.34× | 1.61× | ||
| Q3 24 | 1.07× | — | ||
| Q2 24 | 1.02× | 4.05× | ||
| Q1 24 | 1.25× | 1.10× |
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% |
PFG
| Segment Retirement And Income Solutions | $1.6B | 36% |
| Segment Benefits And Protection | $1.1B | 23% |
| Other | $582.8M | 13% |
| Segment Principal Asset Management | $465.6M | 10% |
| Subsegment Investment Management | $449.4M | 10% |
| Administrative Service | $152.2M | 3% |
| Subsegment International Pension | $91.2M | 2% |
| Segment Corporate | $73.0M | 2% |
| Subsegment Life Insurance | $26.1M | 1% |
| Financial Service Other | $25.1M | 1% |
| Residential Mortgage | $7.4M | 0% |
| Subsegment Specialty Benefits | $3.7M | 0% |
| Deposit Account | $3.4M | 0% |
| Commission Income | $1.8M | 0% |