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Fabrinet（FN）与Playtika Holding Corp.（PLTK）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Playtika Holding Corp.的1.5倍（$1.1B vs $744.7M），Fabrinet净利率更高（9.9% vs -7.7%，领先17.7%），Fabrinet同比增速更快（35.9% vs 5.5%），Playtika Holding Corp.自由现金流更多（$2.6M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs 9.0%）
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。
Playtika Holding Corp是一家专注于移动端游戏开发与发行的以色列数字娱乐企业，主打休闲社交类手游产品，在全球拥有庞大用户群体。截至2021年，该公司月活跃用户规模已经突破3500万，是行业内影响力突出的移动游戏厂商。
FN vs PLTK — 直观对比
营收规模更大
FN
是对方的1.5倍
$744.7M
营收增速更快
FN
高出30.4%
5.5%
净利率更高
FN
高出17.7%
-7.7%
自由现金流更多
PLTK
多$7.9M
$-5.3M
两年增速更快
FN
近两年复合增速
9.0%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $744.7M |
| 净利润 | $112.6M | $-57.5M |
| 毛利率 | 12.2% | 74.2% |
| 营业利润率 | 10.1% | -6.7% |
| 净利率 | 9.9% | -7.7% |
| 营收同比 | 35.9% | 5.5% |
| 净利润同比 | 30.0% | -287.9% |
| 每股收益（稀释后） | $3.11 | $-0.15 |
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FNPLTK
| Q1 26 | — | $744.7M | ||
| Q4 25 | $1.1B | $678.8M | ||
| Q3 25 | $978.1M | $674.6M | ||
| Q2 25 | $909.7M | $696.0M | ||
| Q1 25 | $871.8M | $706.0M | ||
| Q4 24 | $833.6M | $650.3M | ||
| Q3 24 | $804.2M | $620.8M | ||
| Q2 24 | $753.3M | $627.0M |
净利润FNPLTK
| Q1 26 | — | $-57.5M | ||
| Q4 25 | $112.6M | $-309.3M | ||
| Q3 25 | $95.9M | $39.1M | ||
| Q2 25 | $87.2M | $33.2M | ||
| Q1 25 | $81.3M | $30.6M | ||
| Q4 24 | $86.6M | $-16.7M | ||
| Q3 24 | $77.4M | $39.3M | ||
| Q2 24 | $81.1M | $86.6M |
毛利率FNPLTK
| Q1 26 | — | 74.2% | ||
| Q4 25 | 12.2% | 72.5% | ||
| Q3 25 | 11.9% | 73.6% | ||
| Q2 25 | 12.2% | 71.9% | ||
| Q1 25 | 11.7% | 72.0% | ||
| Q4 24 | 12.1% | 72.5% | ||
| Q3 24 | 12.3% | 72.9% | ||
| Q2 24 | 12.3% | 73.2% |
营业利润率FNPLTK
| Q1 26 | — | -6.7% | ||
| Q4 25 | 10.1% | -41.4% | ||
| Q3 25 | 9.6% | 14.6% | ||
| Q2 25 | 9.8% | 15.8% | ||
| Q1 25 | 9.0% | 9.6% | ||
| Q4 24 | 9.5% | 8.5% | ||
| Q3 24 | 9.6% | 15.7% | ||
| Q2 24 | 9.7% | 22.4% |
净利率FNPLTK
| Q1 26 | — | -7.7% | ||
| Q4 25 | 9.9% | -45.6% | ||
| Q3 25 | 9.8% | 5.8% | ||
| Q2 25 | 9.6% | 4.8% | ||
| Q1 25 | 9.3% | 4.3% | ||
| Q4 24 | 10.4% | -2.6% | ||
| Q3 24 | 9.6% | 6.3% | ||
| Q2 24 | 10.8% | 13.8% |
每股收益（稀释后）FNPLTK
| Q1 26 | — | $-0.15 | ||
| Q4 25 | $3.11 | $-0.83 | ||
| Q3 25 | $2.66 | $0.11 | ||
| Q2 25 | $2.41 | $0.09 | ||
| Q1 25 | $2.25 | $0.08 | ||
| Q4 24 | $2.38 | $-0.04 | ||
| Q3 24 | $2.13 | $0.11 | ||
| Q2 24 | $2.22 | $0.23 |
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 | $779.2M |
| 总债务越低越好 | — | $2.4B |
| 股东权益账面价值 | $2.2B | — |
| 总资产 | $3.3B | $3.7B |
| 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FNPLTK
| Q1 26 | — | $779.2M | ||
| Q4 25 | $960.8M | $684.2M | ||
| Q3 25 | $968.8M | $587.9M | ||
| Q2 25 | $934.2M | $500.9M | ||
| Q1 25 | $950.7M | $434.8M | ||
| Q4 24 | $934.6M | $565.8M | ||
| Q3 24 | $908.9M | $1.1B | ||
| Q2 24 | $858.6M | $710.3M |
总债务FNPLTK
| Q1 26 | — | $2.4B | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.4B |
股东权益FNPLTK
| Q1 26 | — | — | ||
| Q4 25 | $2.2B | $-411.4M | ||
| Q3 25 | $2.1B | $-74.8M | ||
| Q2 25 | $2.0B | $-87.8M | ||
| Q1 25 | $1.9B | $-117.2M | ||
| Q4 24 | $1.8B | $-131.1M | ||
| Q3 24 | $1.8B | $-98.0M | ||
| Q2 24 | $1.7B | $-112.9M |
总资产FNPLTK
| Q1 26 | — | $3.7B | ||
| Q4 25 | $3.3B | $3.7B | ||
| Q3 25 | $3.0B | $3.7B | ||
| Q2 25 | $2.8B | $3.6B | ||
| Q1 25 | $2.6B | $3.6B | ||
| Q4 24 | $2.5B | $3.6B | ||
| Q3 24 | $2.4B | $3.2B | ||
| Q2 24 | $2.3B | $3.2B |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $2.6M |
| 自由现金流率自由现金流/营收 | -0.5% | 0.3% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $102.3M | $525.6M |
8季度趋势，按日历期对齐
经营现金流FNPLTK
| Q1 26 | — | — | ||
| Q4 25 | $46.3M | $285.9M | ||
| Q3 25 | $102.6M | $116.9M | ||
| Q2 25 | $55.1M | $146.1M | ||
| Q1 25 | $74.2M | $18.8M | ||
| Q4 24 | $115.9M | $153.1M | ||
| Q3 24 | $83.2M | $156.9M | ||
| Q2 24 | $83.1M | $150.5M |
自由现金流FNPLTK
| Q1 26 | — | $2.6M | ||
| Q4 25 | $-5.3M | $275.2M | ||
| Q3 25 | $57.3M | $106.5M | ||
| Q2 25 | $4.7M | $141.3M | ||
| Q1 25 | $45.7M | $8.4M | ||
| Q4 24 | $94.0M | $140.3M | ||
| Q3 24 | $62.9M | $152.1M | ||
| Q2 24 | $70.4M | $141.2M |
自由现金流率FNPLTK
| Q1 26 | — | 0.3% | ||
| Q4 25 | -0.5% | 40.5% | ||
| Q3 25 | 5.9% | 15.8% | ||
| Q2 25 | 0.5% | 20.3% | ||
| Q1 25 | 5.2% | 1.2% | ||
| Q4 24 | 11.3% | 21.6% | ||
| Q3 24 | 7.8% | 24.5% | ||
| Q2 24 | 9.3% | 22.5% |
资本支出强度FNPLTK
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 1.6% | ||
| Q3 25 | 4.6% | 1.5% | ||
| Q2 25 | 5.5% | 0.7% | ||
| Q1 25 | 3.3% | 1.5% | ||
| Q4 24 | 2.6% | 2.0% | ||
| Q3 24 | 2.5% | 0.8% | ||
| Q2 24 | 1.7% | 1.5% |
现金转化率FNPLTK
| Q1 26 | — | — | ||
| Q4 25 | 0.41× | — | ||
| Q3 25 | 1.07× | 2.99× | ||
| Q2 25 | 0.63× | 4.40× | ||
| Q1 25 | 0.91× | 0.61× | ||
| Q4 24 | 1.34× | — | ||
| Q3 24 | 1.07× | 3.99× | ||
| Q2 24 | 1.02× | 1.74× |
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% |
PLTK
暂无分部数据
