vs
Fabrinet（FN）与Pool Corporation（POOL）财务数据对比。点击上方公司名可切换其他公司
Pool Corporation的季度营收约是Fabrinet的1.0倍（$1.1B vs $1.1B），Fabrinet净利率更高（9.9% vs 4.7%，领先5.3%），Fabrinet同比增速更快（35.9% vs 6.2%），过去两年Fabrinet的营收复合增速更高（24.4% vs -19.8%）
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。
Pool Corporation（简称POOLCORP）是全球最大的游泳池用品、设备及机械分销商，注册地为美国特拉华州，总部位于路易斯安那州卡温顿。公司在北美、欧洲、澳大利亚运营439个销售中心，服务约12.5万客户，过半收入来自美国加州、得州、佛罗里达及亚利桑那市场，受益于人口向温暖气候区迁移的趋势。
FN vs POOL — 直观对比
营收规模更大
POOL
是对方的1.0倍
$1.1B
营收增速更快
FN
高出29.7%
6.2%
净利率更高
FN
高出5.3%
4.7%
两年增速更快
FN
近两年复合增速
-19.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.1B |
| 净利润 | $112.6M | $53.2M |
| 毛利率 | 12.2% | 29.0% |
| 营业利润率 | 10.1% | 7.3% |
| 净利率 | 9.9% | 4.7% |
| 营收同比 | 35.9% | 6.2% |
| 净利润同比 | 30.0% | -0.6% |
| 每股收益（稀释后） | $3.11 | $1.45 |
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FNPOOL
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.1B | $982.2M | ||
| Q3 25 | $978.1M | $1.5B | ||
| Q2 25 | $909.7M | $1.8B | ||
| Q1 25 | $871.8M | $1.1B | ||
| Q4 24 | $833.6M | $987.5M | ||
| Q3 24 | $804.2M | $1.4B | ||
| Q2 24 | $753.3M | $1.8B |
净利润FNPOOL
| Q1 26 | — | $53.2M | ||
| Q4 25 | $112.6M | $31.6M | ||
| Q3 25 | $95.9M | $127.0M | ||
| Q2 25 | $87.2M | $194.3M | ||
| Q1 25 | $81.3M | $53.5M | ||
| Q4 24 | $86.6M | $37.3M | ||
| Q3 24 | $77.4M | $125.7M | ||
| Q2 24 | $81.1M | $192.4M |
毛利率FNPOOL
| Q1 26 | — | 29.0% | ||
| Q4 25 | 12.2% | 30.1% | ||
| Q3 25 | 11.9% | 29.6% | ||
| Q2 25 | 12.2% | 30.0% | ||
| Q1 25 | 11.7% | 29.2% | ||
| Q4 24 | 12.1% | 29.4% | ||
| Q3 24 | 12.3% | 29.1% | ||
| Q2 24 | 12.3% | 30.0% |
营业利润率FNPOOL
| Q1 26 | — | 7.3% | ||
| Q4 25 | 10.1% | 5.3% | ||
| Q3 25 | 9.6% | 12.3% | ||
| Q2 25 | 9.8% | 15.3% | ||
| Q1 25 | 9.0% | 7.2% | ||
| Q4 24 | 9.5% | 6.1% | ||
| Q3 24 | 9.6% | 12.3% | ||
| Q2 24 | 9.7% | 15.3% |
净利率FNPOOL
| Q1 26 | — | 4.7% | ||
| Q4 25 | 9.9% | 3.2% | ||
| Q3 25 | 9.8% | 8.8% | ||
| Q2 25 | 9.6% | 10.9% | ||
| Q1 25 | 9.3% | 5.0% | ||
| Q4 24 | 10.4% | 3.8% | ||
| Q3 24 | 9.6% | 8.8% | ||
| Q2 24 | 10.8% | 10.9% |
每股收益（稀释后）FNPOOL
| Q1 26 | — | $1.45 | ||
| Q4 25 | $3.11 | $0.86 | ||
| Q3 25 | $2.66 | $3.40 | ||
| Q2 25 | $2.41 | $5.17 | ||
| Q1 25 | $2.25 | $1.42 | ||
| Q4 24 | $2.38 | $1.00 | ||
| Q3 24 | $2.13 | $3.27 | ||
| Q2 24 | $2.22 | $4.99 |
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 | $64.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | — |
| 总资产 | $3.3B | $4.0B |
| 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FNPOOL
| Q1 26 | — | $64.5M | ||
| Q4 25 | $960.8M | — | ||
| Q3 25 | $968.8M | — | ||
| Q2 25 | $934.2M | — | ||
| Q1 25 | $950.7M | — | ||
| Q4 24 | $934.6M | — | ||
| Q3 24 | $908.9M | — | ||
| Q2 24 | $858.6M | — |
总债务FNPOOL
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $968.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $879.1M | ||
| Q2 24 | — | $1.1B |
股东权益FNPOOL
| Q1 26 | — | — | ||
| Q4 25 | $2.2B | $1.2B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | $1.9B | $1.2B | ||
| Q4 24 | $1.8B | $1.3B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.7B | $1.4B |
总资产FNPOOL
| Q1 26 | — | $4.0B | ||
| Q4 25 | $3.3B | $3.6B | ||
| Q3 25 | $3.0B | $3.5B | ||
| Q2 25 | $2.8B | $3.7B | ||
| Q1 25 | $2.6B | $3.7B | ||
| Q4 24 | $2.5B | $3.4B | ||
| Q3 24 | $2.4B | $3.4B | ||
| Q2 24 | $2.3B | $3.6B |
负债/权益比FNPOOL
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.76× | ||
| Q2 25 | — | 0.93× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.61× | ||
| Q2 24 | — | 0.75× |
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 | $25.7M |
| 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× | 0.48× |
| 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FNPOOL
| Q1 26 | — | $25.7M | ||
| Q4 25 | $46.3M | $80.1M | ||
| Q3 25 | $102.6M | $287.3M | ||
| Q2 25 | $55.1M | $-28.8M | ||
| Q1 25 | $74.2M | $27.2M | ||
| Q4 24 | $115.9M | $170.6M | ||
| Q3 24 | $83.2M | $316.5M | ||
| Q2 24 | $83.1M | $26.7M |
自由现金流FNPOOL
| Q1 26 | — | — | ||
| Q4 25 | $-5.3M | $71.9M | ||
| Q3 25 | $57.3M | $266.6M | ||
| Q2 25 | $4.7M | $-42.9M | ||
| Q1 25 | $45.7M | $13.9M | ||
| Q4 24 | $94.0M | $157.0M | ||
| Q3 24 | $62.9M | $305.5M | ||
| Q2 24 | $70.4M | $8.8M |
自由现金流率FNPOOL
| Q1 26 | — | — | ||
| Q4 25 | -0.5% | 7.3% | ||
| Q3 25 | 5.9% | 18.4% | ||
| Q2 25 | 0.5% | -2.4% | ||
| Q1 25 | 5.2% | 1.3% | ||
| Q4 24 | 11.3% | 15.9% | ||
| Q3 24 | 7.8% | 21.3% | ||
| Q2 24 | 9.3% | 0.5% |
资本支出强度FNPOOL
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 0.8% | ||
| Q3 25 | 4.6% | 1.4% | ||
| Q2 25 | 5.5% | 0.8% | ||
| Q1 25 | 3.3% | 1.2% | ||
| Q4 24 | 2.6% | 1.4% | ||
| Q3 24 | 2.5% | 0.8% | ||
| Q2 24 | 1.7% | 1.0% |
现金转化率FNPOOL
| Q1 26 | — | 0.48× | ||
| Q4 25 | 0.41× | 2.54× | ||
| Q3 25 | 1.07× | 2.26× | ||
| Q2 25 | 0.63× | -0.15× | ||
| Q1 25 | 0.91× | 0.51× | ||
| Q4 24 | 1.34× | 4.57× | ||
| Q3 24 | 1.07× | 2.52× | ||
| Q2 24 | 1.02× | 0.14× |
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% |
POOL
暂无分部数据
