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Fabrinet（FN）与Rithm Capital Corp.（RITM）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Rithm Capital Corp.的1.4倍（$1.1B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 9.9%，领先3.3%），Rithm Capital Corp.同比增速更快（508.5% vs 35.9%），过去两年Fabrinet的营收复合增速更高（24.4% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
FN vs RITM — 直观对比
营收规模更大
FN
是对方的1.4倍
$828.2M
营收增速更快
RITM
高出472.6%
35.9%
净利率更高
RITM
高出3.3%
9.9%
两年增速更快
FN
近两年复合增速
-17.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $828.2M |
| 净利润 | $112.6M | $109.5M |
| 毛利率 | 12.2% | — |
| 营业利润率 | 10.1% | 29.9% |
| 净利率 | 9.9% | 13.2% |
| 营收同比 | 35.9% | 508.5% |
| 净利润同比 | 30.0% | 27.7% |
| 每股收益（稀释后） | $3.11 | $0.12 |
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FNRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $978.1M | $1.1B | ||
| Q2 25 | $909.7M | $1.2B | ||
| Q1 25 | $871.8M | $768.4M | ||
| Q4 24 | $833.6M | $2.1B | ||
| Q3 24 | $804.2M | $619.5M | ||
| Q2 24 | $753.3M | $1.2B |
净利润FNRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $112.6M | $85.0M | ||
| Q3 25 | $95.9M | $221.5M | ||
| Q2 25 | $87.2M | $311.7M | ||
| Q1 25 | $81.3M | $78.8M | ||
| Q4 24 | $86.6M | $290.2M | ||
| Q3 24 | $77.4M | $121.7M | ||
| Q2 24 | $81.1M | $235.6M |
毛利率FNRITM
| Q1 26 | — | — | ||
| Q4 25 | 12.2% | — | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | 12.2% | — | ||
| Q1 25 | 11.7% | — | ||
| Q4 24 | 12.1% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 12.3% | — |
营业利润率FNRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 10.1% | 13.8% | ||
| Q3 25 | 9.6% | 21.4% | ||
| Q2 25 | 9.8% | 25.2% | ||
| Q1 25 | 9.0% | 7.4% | ||
| Q4 24 | 9.5% | 23.8% | ||
| Q3 24 | 9.6% | 7.3% | ||
| Q2 24 | 9.7% | 23.6% |
净利率FNRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 9.9% | 5.7% | ||
| Q3 25 | 9.8% | 20.0% | ||
| Q2 25 | 9.6% | 25.6% | ||
| Q1 25 | 9.3% | 10.3% | ||
| Q4 24 | 10.4% | 14.0% | ||
| Q3 24 | 9.6% | 19.7% | ||
| Q2 24 | 10.8% | 19.2% |
每股收益（稀释后）FNRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $3.11 | $0.09 | ||
| Q3 25 | $2.66 | $0.35 | ||
| Q2 25 | $2.41 | $0.53 | ||
| Q1 25 | $2.25 | $0.07 | ||
| Q4 24 | $2.38 | $0.50 | ||
| Q3 24 | $2.13 | $0.20 | ||
| Q2 24 | $2.22 | $0.43 |
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 | $9.1B |
| 总资产 | $3.3B | $53.4B |
| 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FNRITM
| Q1 26 | — | — | ||
| Q4 25 | $960.8M | $1.8B | ||
| Q3 25 | $968.8M | $1.6B | ||
| Q2 25 | $934.2M | $1.6B | ||
| Q1 25 | $950.7M | $1.5B | ||
| Q4 24 | $934.6M | $1.5B | ||
| Q3 24 | $908.9M | $1.6B | ||
| Q2 24 | $858.6M | $1.2B |
总债务FNRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益FNRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $2.2B | $8.4B | ||
| Q3 25 | $2.1B | $8.5B | ||
| Q2 25 | $2.0B | $7.9B | ||
| Q1 25 | $1.9B | $7.8B | ||
| Q4 24 | $1.8B | $7.8B | ||
| Q3 24 | $1.8B | $7.7B | ||
| Q2 24 | $1.7B | $7.3B |
总资产FNRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $3.3B | $53.1B | ||
| Q3 25 | $3.0B | $47.2B | ||
| Q2 25 | $2.8B | $44.3B | ||
| Q1 25 | $2.6B | $45.3B | ||
| Q4 24 | $2.5B | $46.0B | ||
| Q3 24 | $2.4B | $42.3B | ||
| Q2 24 | $2.3B | $42.0B |
负债/权益比FNRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | — |
| 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× | — |
| 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FNRITM
| Q1 26 | — | — | ||
| Q4 25 | $46.3M | $-114.6M | ||
| Q3 25 | $102.6M | $-2.0B | ||
| Q2 25 | $55.1M | $-557.1M | ||
| Q1 25 | $74.2M | $1.4B | ||
| Q4 24 | $115.9M | $-1.8B | ||
| Q3 24 | $83.2M | $768.1M | ||
| Q2 24 | $83.1M | $-55.7M |
自由现金流FNRITM
| Q1 26 | — | — | ||
| Q4 25 | $-5.3M | — | ||
| Q3 25 | $57.3M | — | ||
| Q2 25 | $4.7M | — | ||
| Q1 25 | $45.7M | — | ||
| Q4 24 | $94.0M | — | ||
| Q3 24 | $62.9M | — | ||
| Q2 24 | $70.4M | — |
自由现金流率FNRITM
| Q1 26 | — | — | ||
| Q4 25 | -0.5% | — | ||
| Q3 25 | 5.9% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 11.3% | — | ||
| Q3 24 | 7.8% | — | ||
| Q2 24 | 9.3% | — |
资本支出强度FNRITM
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | — | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | 5.5% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 1.7% | — |
现金转化率FNRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.41× | -1.35× | ||
| Q3 25 | 1.07× | -9.22× | ||
| Q2 25 | 0.63× | -1.79× | ||
| Q1 25 | 0.91× | 18.03× | ||
| Q4 24 | 1.34× | -6.04× | ||
| Q3 24 | 1.07× | 6.31× | ||
| Q2 24 | 1.02× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
