vs
Fabrinet(FN)与百利高(PRGO)财务数据对比。点击上方公司名可切换其他公司
Fabrinet的季度营收约是百利高的1.0倍($1.1B vs $1.1B),Fabrinet净利率更高(9.9% vs -127.8%,领先137.7%),Fabrinet同比增速更快(35.9% vs -2.5%),百利高自由现金流更多($148.6M vs $-5.3M),过去两年Fabrinet的营收复合增速更高(24.4% vs 1.3%)
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。
百利高(Perrigo)是一家注册于爱尔兰的非处方仿制药生产商,主打自有品牌OTC药品业务。公司70%的净销售额来自美国医疗市场,为优化税务布局将法定总部设在爱尔兰,该地区销售额仅占总营收的0.6%,2013年曾完成美国历史上第六大企业税收倒置交易。
FN vs PRGO — 直观对比
营收规模更大
FN
是对方的1.0倍
$1.1B
营收增速更快
FN
高出38.4%
-2.5%
净利率更高
FN
高出137.7%
-127.8%
自由现金流更多
PRGO
多$153.9M
$-5.3M
两年增速更快
FN
近两年复合增速
1.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $1.1B |
| 净利润 | $112.6M | $-1.4B |
| 毛利率 | 12.2% | 32.6% |
| 营业利润率 | 10.1% | -116.0% |
| 净利率 | 9.9% | -127.8% |
| 营收同比 | 35.9% | -2.5% |
| 净利润同比 | 30.0% | -3093.9% |
| 每股收益(稀释后) | $3.11 | $-10.23 |
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
PRGO
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $978.1M | $1.0B | ||
| Q2 25 | $909.7M | $1.1B | ||
| Q1 25 | $871.8M | $1.0B | ||
| Q4 24 | $833.6M | $1.1B | ||
| Q3 24 | $804.2M | $1.1B | ||
| Q2 24 | $753.3M | $1.1B | ||
| Q1 24 | $731.5M | $1.1B |
净利润
FN
PRGO
| Q4 25 | $112.6M | $-1.4B | ||
| Q3 25 | $95.9M | $7.5M | ||
| Q2 25 | $87.2M | $-8.4M | ||
| Q1 25 | $81.3M | $-6.4M | ||
| Q4 24 | $86.6M | $-44.4M | ||
| Q3 24 | $77.4M | $-21.0M | ||
| Q2 24 | $81.1M | $-108.4M | ||
| Q1 24 | $80.9M | $2.0M |
毛利率
FN
PRGO
| Q4 25 | 12.2% | 32.6% | ||
| Q3 25 | 11.9% | 36.1% | ||
| Q2 25 | 12.2% | 34.4% | ||
| Q1 25 | 11.7% | 37.6% | ||
| Q4 24 | 12.1% | 33.9% | ||
| Q3 24 | 12.3% | 37.2% | ||
| Q2 24 | 12.3% | 37.0% | ||
| Q1 24 | 12.4% | 33.1% |
营业利润率
FN
PRGO
| Q4 25 | 10.1% | -116.0% | ||
| Q3 25 | 9.6% | 7.0% | ||
| Q2 25 | 9.8% | 4.3% | ||
| Q1 25 | 9.0% | 4.5% | ||
| Q4 24 | 9.5% | 10.0% | ||
| Q3 24 | 9.6% | 7.4% | ||
| Q2 24 | 9.7% | -2.5% | ||
| Q1 24 | 9.7% | -5.1% |
净利率
FN
PRGO
| Q4 25 | 9.9% | -127.8% | ||
| Q3 25 | 9.8% | 0.7% | ||
| Q2 25 | 9.6% | -0.8% | ||
| Q1 25 | 9.3% | -0.6% | ||
| Q4 24 | 10.4% | -3.9% | ||
| Q3 24 | 9.6% | -1.9% | ||
| Q2 24 | 10.8% | -10.2% | ||
| Q1 24 | 11.1% | 0.2% |
每股收益(稀释后)
FN
PRGO
| Q4 25 | $3.11 | $-10.23 | ||
| Q3 25 | $2.66 | $0.05 | ||
| Q2 25 | $2.41 | $-0.06 | ||
| Q1 25 | $2.25 | $-0.05 | ||
| Q4 24 | $2.38 | $-0.32 | ||
| Q3 24 | $2.13 | $-0.15 | ||
| Q2 24 | $2.22 | $-0.79 | ||
| Q1 24 | $2.21 | $0.01 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $2.9B |
| 总资产 | $3.3B | $8.5B |
| 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
PRGO
| Q4 25 | $960.8M | — | ||
| Q3 25 | $968.8M | $432.1M | ||
| Q2 25 | $934.2M | $454.2M | ||
| Q1 25 | $950.7M | $409.9M | ||
| Q4 24 | $934.6M | $558.8M | ||
| Q3 24 | $908.9M | $1.5B | ||
| Q2 24 | $858.6M | $542.8M | ||
| Q1 24 | $794.0M | $658.5M |
股东权益
FN
PRGO
| Q4 25 | $2.2B | $2.9B | ||
| Q3 25 | $2.1B | $4.4B | ||
| Q2 25 | $2.0B | $4.5B | ||
| Q1 25 | $1.9B | $4.4B | ||
| Q4 24 | $1.8B | $4.3B | ||
| Q3 24 | $1.8B | $4.6B | ||
| Q2 24 | $1.7B | $4.5B | ||
| Q1 24 | $1.7B | $4.7B |
总资产
FN
PRGO
| Q4 25 | $3.3B | $8.5B | ||
| Q3 25 | $3.0B | $10.1B | ||
| Q2 25 | $2.8B | $10.1B | ||
| Q1 25 | $2.6B | $9.8B | ||
| Q4 24 | $2.5B | $9.6B | ||
| Q3 24 | $2.4B | $11.2B | ||
| Q2 24 | $2.3B | $10.4B | ||
| Q1 24 | $2.2B | $10.6B |
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 | $175.4M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $148.6M |
| 自由现金流率自由现金流/营收 | -0.5% | 13.4% |
| 资本支出强度资本支出/营收 | 4.6% | 2.4% |
| 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 | $145.1M |
8季度趋势,按日历期对齐
经营现金流
FN
PRGO
| Q4 25 | $46.3M | $175.4M | ||
| Q3 25 | $102.6M | $51.7M | ||
| Q2 25 | $55.1M | $75.9M | ||
| Q1 25 | $74.2M | $-64.5M | ||
| Q4 24 | $115.9M | $312.6M | ||
| Q3 24 | $83.2M | $42.2M | ||
| Q2 24 | $83.1M | $9.5M | ||
| Q1 24 | $100.9M | $-1.4M |
自由现金流
FN
PRGO
| Q4 25 | $-5.3M | $148.6M | ||
| Q3 25 | $57.3M | $29.8M | ||
| Q2 25 | $4.7M | $56.7M | ||
| Q1 25 | $45.7M | $-90.0M | ||
| Q4 24 | $94.0M | $274.9M | ||
| Q3 24 | $62.9M | $15.1M | ||
| Q2 24 | $70.4M | $-18.9M | ||
| Q1 24 | $87.3M | $-26.5M |
自由现金流率
FN
PRGO
| Q4 25 | -0.5% | 13.4% | ||
| Q3 25 | 5.9% | 2.9% | ||
| Q2 25 | 0.5% | 5.4% | ||
| Q1 25 | 5.2% | -8.6% | ||
| Q4 24 | 11.3% | 24.2% | ||
| Q3 24 | 7.8% | 1.4% | ||
| Q2 24 | 9.3% | -1.8% | ||
| Q1 24 | 11.9% | -2.4% |
资本支出强度
FN
PRGO
| Q4 25 | 4.6% | 2.4% | ||
| Q3 25 | 4.6% | 2.1% | ||
| Q2 25 | 5.5% | 1.8% | ||
| Q1 25 | 3.3% | 2.4% | ||
| Q4 24 | 2.6% | 3.3% | ||
| Q3 24 | 2.5% | 2.5% | ||
| Q2 24 | 1.7% | 2.7% | ||
| Q1 24 | 1.9% | 2.3% |
现金转化率
FN
PRGO
| Q4 25 | 0.41× | — | ||
| Q3 25 | 1.07× | 6.89× | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.91× | — | ||
| Q4 24 | 1.34× | — | ||
| Q3 24 | 1.07× | — | ||
| Q2 24 | 1.02× | — | ||
| Q1 24 | 1.25× | -0.70× |
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% |
PRGO
| Consumer Self Care Americas | $697.0M | 63% |
| Digestive Health | $123.9M | 11% |
| Nutrition | $108.3M | 10% |
| Healthy Lifestyle | $94.8M | 9% |
| Pain And Sleep Aids | $87.1M | 8% |