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Fabrinet（FN）与Real Brokerage Inc（REAX）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Real Brokerage Inc的2.0倍（$1.1B vs $568.5M），Fabrinet净利率更高（9.9% vs -0.1%，领先10.0%），Real Brokerage Inc同比增速更快（52.6% vs 35.9%），Real Brokerage Inc自由现金流更多（$8.4M vs $-5.3M）
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。
该企业是美国房产服务企业，主营房产经纪业务运营与品牌特许经营，业务覆盖房产中介、 relocation服务、产权服务、保险及结算服务，旗下拥有Better Homes and Gardens Real Estate、21世纪不动产、Coldwell Banker、Corcoran Group、ERA房地产以及苏富比国际地产等多个知名品牌，2026年被Compass, Inc.收购。
FN vs REAX — 直观对比
营收规模更大
FN
是对方的2.0倍
$568.5M
营收增速更快
REAX
高出16.7%
35.9%
净利率更高
FN
高出10.0%
-0.1%
自由现金流更多
REAX
多$13.8M
$-5.3M
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $568.5M |
| 净利润 | $112.6M | $-447.0K |
| 毛利率 | 12.2% | 7.9% |
| 营业利润率 | 10.1% | -0.1% |
| 净利率 | 9.9% | -0.1% |
| 营收同比 | 35.9% | 52.6% |
| 净利润同比 | 30.0% | 82.7% |
| 每股收益（稀释后） | $3.11 | $0.00 |
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FNREAX
| Q4 25 | $1.1B | — | ||
| Q3 25 | $978.1M | $568.5M | ||
| Q2 25 | $909.7M | $540.7M | ||
| Q1 25 | $871.8M | $354.0M | ||
| Q4 24 | $833.6M | — | ||
| Q3 24 | $804.2M | $372.5M | ||
| Q2 24 | $753.3M | — | ||
| Q1 24 | $731.5M | $200.7M |
净利润FNREAX
| Q4 25 | $112.6M | — | ||
| Q3 25 | $95.9M | $-447.0K | ||
| Q2 25 | $87.2M | $1.5M | ||
| Q1 25 | $81.3M | $-5.0M | ||
| Q4 24 | $86.6M | — | ||
| Q3 24 | $77.4M | $-2.6M | ||
| Q2 24 | $81.1M | — | ||
| Q1 24 | $80.9M | $-16.1M |
毛利率FNREAX
| Q4 25 | 12.2% | — | ||
| Q3 25 | 11.9% | 7.9% | ||
| Q2 25 | 12.2% | 8.9% | ||
| Q1 25 | 11.7% | 9.6% | ||
| Q4 24 | 12.1% | — | ||
| Q3 24 | 12.3% | 8.6% | ||
| Q2 24 | 12.3% | — | ||
| Q1 24 | 12.4% | 10.3% |
营业利润率FNREAX
| Q4 25 | 10.1% | — | ||
| Q3 25 | 9.6% | -0.1% | ||
| Q2 25 | 9.8% | 0.3% | ||
| Q1 25 | 9.0% | -1.5% | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 9.6% | -0.7% | ||
| Q2 24 | 9.7% | — | ||
| Q1 24 | 9.7% | -7.8% |
净利率FNREAX
| Q4 25 | 9.9% | — | ||
| Q3 25 | 9.8% | -0.1% | ||
| Q2 25 | 9.6% | 0.3% | ||
| Q1 25 | 9.3% | -1.4% | ||
| Q4 24 | 10.4% | — | ||
| Q3 24 | 9.6% | -0.7% | ||
| Q2 24 | 10.8% | — | ||
| Q1 24 | 11.1% | -8.0% |
每股收益（稀释后）FNREAX
| Q4 25 | $3.11 | — | ||
| Q3 25 | $2.66 | $0.00 | ||
| Q2 25 | $2.41 | $0.01 | ||
| Q1 25 | $2.25 | $-0.02 | ||
| Q4 24 | $2.38 | — | ||
| Q3 24 | $2.13 | $-0.01 | ||
| Q2 24 | $2.22 | — | ||
| Q1 24 | $2.21 | $-0.09 |
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 | $38.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $53.6M |
| 总资产 | $3.3B | $145.2M |
| 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FNREAX
| Q4 25 | $960.8M | — | ||
| Q3 25 | $968.8M | $38.7M | ||
| Q2 25 | $934.2M | $49.7M | ||
| Q1 25 | $950.7M | $24.7M | ||
| Q4 24 | $934.6M | — | ||
| Q3 24 | $908.9M | $22.6M | ||
| Q2 24 | $858.6M | — | ||
| Q1 24 | $794.0M | $20.1M |
股东权益FNREAX
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.1B | $53.6M | ||
| Q2 25 | $2.0B | $49.2M | ||
| Q1 25 | $1.9B | $32.8M | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | $29.8M | ||
| Q2 24 | $1.7B | — | ||
| Q1 24 | $1.7B | $25.6M |
总资产FNREAX
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.0B | $145.2M | ||
| Q2 25 | $2.8B | $149.4M | ||
| Q1 25 | $2.6B | $100.5M | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.4B | $102.5M | ||
| Q2 24 | $2.3B | — | ||
| Q1 24 | $2.2B | — |
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 | $8.8M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $8.4M |
| 自由现金流率自由现金流/营收 | -0.5% | 1.5% |
| 资本支出强度资本支出/营收 | 4.6% | 0.1% |
| 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 | $71.7M |
8季度趋势，按日历期对齐
经营现金流FNREAX
| Q4 25 | $46.3M | — | ||
| Q3 25 | $102.6M | $8.8M | ||
| Q2 25 | $55.1M | $41.0M | ||
| Q1 25 | $74.2M | $15.9M | ||
| Q4 24 | $115.9M | — | ||
| Q3 24 | $83.2M | $7.2M | ||
| Q2 24 | $83.1M | — | ||
| Q1 24 | $100.9M | $21.5M |
自由现金流FNREAX
| Q4 25 | $-5.3M | — | ||
| Q3 25 | $57.3M | $8.4M | ||
| Q2 25 | $4.7M | $40.8M | ||
| Q1 25 | $45.7M | $15.7M | ||
| Q4 24 | $94.0M | — | ||
| Q3 24 | $62.9M | $6.8M | ||
| Q2 24 | $70.4M | — | ||
| Q1 24 | $87.3M | $21.4M |
自由现金流率FNREAX
| Q4 25 | -0.5% | — | ||
| Q3 25 | 5.9% | 1.5% | ||
| Q2 25 | 0.5% | 7.5% | ||
| Q1 25 | 5.2% | 4.4% | ||
| Q4 24 | 11.3% | — | ||
| Q3 24 | 7.8% | 1.8% | ||
| Q2 24 | 9.3% | — | ||
| Q1 24 | 11.9% | 10.7% |
资本支出强度FNREAX
| Q4 25 | 4.6% | — | ||
| Q3 25 | 4.6% | 0.1% | ||
| Q2 25 | 5.5% | 0.0% | ||
| Q1 25 | 3.3% | 0.1% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.5% | 0.1% | ||
| Q2 24 | 1.7% | — | ||
| Q1 24 | 1.9% | 0.0% |
现金转化率FNREAX
| Q4 25 | 0.41× | — | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 0.63× | 27.13× | ||
| Q1 25 | 0.91× | — | ||
| Q4 24 | 1.34× | — | ||
| Q3 24 | 1.07× | — | ||
| Q2 24 | 1.02× | — | ||
| Q1 24 | 1.25× | — |
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% |
REAX
暂无分部数据
