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Fabrinet(FN)与帕兰提尔科技(PLTR)财务数据对比。点击上方公司名可切换其他公司
帕兰提尔科技的季度营收约是Fabrinet的1.4倍($1.6B vs $1.1B),帕兰提尔科技净利率更高(53.3% vs 9.9%,领先43.4%),帕兰提尔科技同比增速更快(84.7% vs 35.9%),过去两年帕兰提尔科技的营收复合增速更高(55.2% vs 24.4%)
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。
帕兰提尔科技是美国上市企业,专注研发数据集成与分析平台,为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库,广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
FN vs PLTR — 直观对比
营收规模更大
PLTR
是对方的1.4倍
$1.1B
营收增速更快
PLTR
高出48.8%
35.9%
净利率更高
PLTR
高出43.4%
9.9%
两年增速更快
PLTR
近两年复合增速
24.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $1.6B |
| 净利润 | $112.6M | $870.5M |
| 毛利率 | 12.2% | 86.8% |
| 营业利润率 | 10.1% | 46.2% |
| 净利率 | 9.9% | 53.3% |
| 营收同比 | 35.9% | 84.7% |
| 净利润同比 | 30.0% | 306.7% |
| 每股收益(稀释后) | $3.11 | $0.34 |
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
PLTR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $978.1M | $1.2B | ||
| Q2 25 | $909.7M | $1.0B | ||
| Q1 25 | $871.8M | $883.9M | ||
| Q4 24 | $833.6M | $827.5M | ||
| Q3 24 | $804.2M | $725.5M | ||
| Q2 24 | $753.3M | $678.1M |
净利润
FN
PLTR
| Q1 26 | — | $870.5M | ||
| Q4 25 | $112.6M | $608.7M | ||
| Q3 25 | $95.9M | $475.6M | ||
| Q2 25 | $87.2M | $326.7M | ||
| Q1 25 | $81.3M | $214.0M | ||
| Q4 24 | $86.6M | $79.0M | ||
| Q3 24 | $77.4M | $143.5M | ||
| Q2 24 | $81.1M | $134.1M |
毛利率
FN
PLTR
| Q1 26 | — | 86.8% | ||
| Q4 25 | 12.2% | 84.6% | ||
| Q3 25 | 11.9% | 82.4% | ||
| Q2 25 | 12.2% | 80.8% | ||
| Q1 25 | 11.7% | 80.4% | ||
| Q4 24 | 12.1% | 78.9% | ||
| Q3 24 | 12.3% | 79.8% | ||
| Q2 24 | 12.3% | 81.0% |
营业利润率
FN
PLTR
| Q1 26 | — | 46.2% | ||
| Q4 25 | 10.1% | 40.9% | ||
| Q3 25 | 9.6% | 33.3% | ||
| Q2 25 | 9.8% | 26.8% | ||
| Q1 25 | 9.0% | 19.9% | ||
| Q4 24 | 9.5% | 1.3% | ||
| Q3 24 | 9.6% | 15.6% | ||
| Q2 24 | 9.7% | 15.5% |
净利率
FN
PLTR
| Q1 26 | — | 53.3% | ||
| Q4 25 | 9.9% | 43.3% | ||
| Q3 25 | 9.8% | 40.3% | ||
| Q2 25 | 9.6% | 32.6% | ||
| Q1 25 | 9.3% | 24.2% | ||
| Q4 24 | 10.4% | 9.5% | ||
| Q3 24 | 9.6% | 19.8% | ||
| Q2 24 | 10.8% | 19.8% |
每股收益(稀释后)
FN
PLTR
| Q1 26 | — | $0.34 | ||
| Q4 25 | $3.11 | $0.24 | ||
| Q3 25 | $2.66 | $0.18 | ||
| Q2 25 | $2.41 | $0.13 | ||
| Q1 25 | $2.25 | $0.08 | ||
| Q4 24 | $2.38 | $0.03 | ||
| Q3 24 | $2.13 | $0.06 | ||
| Q2 24 | $2.22 | $0.06 |
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 | $2.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $8.6B |
| 总资产 | $3.3B | $10.2B |
| 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
FN
PLTR
| Q1 26 | — | $2.3B | ||
| Q4 25 | $960.8M | $7.2B | ||
| Q3 25 | $968.8M | $6.4B | ||
| Q2 25 | $934.2M | $6.0B | ||
| Q1 25 | $950.7M | $5.4B | ||
| Q4 24 | $934.6M | $5.2B | ||
| Q3 24 | $908.9M | $4.6B | ||
| Q2 24 | $858.6M | $4.0B |
股东权益
FN
PLTR
| Q1 26 | — | $8.6B | ||
| Q4 25 | $2.2B | $7.4B | ||
| Q3 25 | $2.1B | $6.6B | ||
| Q2 25 | $2.0B | $5.9B | ||
| Q1 25 | $1.9B | $5.4B | ||
| Q4 24 | $1.8B | $5.0B | ||
| Q3 24 | $1.8B | $4.5B | ||
| Q2 24 | $1.7B | $4.1B |
总资产
FN
PLTR
| Q1 26 | — | $10.2B | ||
| Q4 25 | $3.3B | $8.9B | ||
| Q3 25 | $3.0B | $8.1B | ||
| Q2 25 | $2.8B | $7.4B | ||
| Q1 25 | $2.6B | $6.7B | ||
| Q4 24 | $2.5B | $6.3B | ||
| Q3 24 | $2.4B | $5.8B | ||
| Q2 24 | $2.3B | $5.2B |
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 | $899.2M |
| 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× | 1.03× |
| 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
PLTR
| Q1 26 | — | $899.2M | ||
| Q4 25 | $46.3M | $777.3M | ||
| Q3 25 | $102.6M | $507.7M | ||
| Q2 25 | $55.1M | $539.3M | ||
| Q1 25 | $74.2M | $310.3M | ||
| Q4 24 | $115.9M | $460.3M | ||
| Q3 24 | $83.2M | $419.8M | ||
| Q2 24 | $83.1M | $144.2M |
自由现金流
FN
PLTR
| Q1 26 | — | — | ||
| Q4 25 | $-5.3M | $764.0M | ||
| Q3 25 | $57.3M | $500.9M | ||
| Q2 25 | $4.7M | $531.6M | ||
| Q1 25 | $45.7M | $304.1M | ||
| Q4 24 | $94.0M | $457.2M | ||
| Q3 24 | $62.9M | $415.8M | ||
| Q2 24 | $70.4M | $141.3M |
自由现金流率
FN
PLTR
| Q1 26 | — | — | ||
| Q4 25 | -0.5% | 54.3% | ||
| Q3 25 | 5.9% | 42.4% | ||
| Q2 25 | 0.5% | 53.0% | ||
| Q1 25 | 5.2% | 34.4% | ||
| Q4 24 | 11.3% | 55.3% | ||
| Q3 24 | 7.8% | 57.3% | ||
| Q2 24 | 9.3% | 20.8% |
资本支出强度
FN
PLTR
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 0.9% | ||
| Q3 25 | 4.6% | 0.6% | ||
| Q2 25 | 5.5% | 0.8% | ||
| Q1 25 | 3.3% | 0.7% | ||
| Q4 24 | 2.6% | 0.4% | ||
| Q3 24 | 2.5% | 0.5% | ||
| Q2 24 | 1.7% | 0.4% |
现金转化率
FN
PLTR
| Q1 26 | — | 1.03× | ||
| Q4 25 | 0.41× | 1.28× | ||
| Q3 25 | 1.07× | 1.07× | ||
| Q2 25 | 0.63× | 1.65× | ||
| Q1 25 | 0.91× | 1.45× | ||
| Q4 24 | 1.34× | 5.83× | ||
| Q3 24 | 1.07× | 2.92× | ||
| Q2 24 | 1.02× | 1.08× |
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% |
PLTR
暂无分部数据