vs
Fabrinet(FN)与Rivian Automotive, Inc.(RIVN)财务数据对比。点击上方公司名可切换其他公司
Rivian Automotive, Inc.的季度营收约是Fabrinet的1.1倍($1.3B vs $1.1B),Fabrinet净利率更高(9.9% vs -63.1%,领先73.0%),Fabrinet同比增速更快(35.9% vs -25.8%),Fabrinet自由现金流更多($-5.3M vs $-1.1B),过去两年Fabrinet的营收复合增速更高(24.4% vs 3.3%)
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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业,主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车,旗下R1T皮卡于2021年末正式开启交付,还计划于2023年底前在美国和加拿大布局专属充电网络,其平台可适配新车型也可对外授权使用。
FN vs RIVN — 直观对比
营收规模更大
RIVN
是对方的1.1倍
$1.1B
营收增速更快
FN
高出61.7%
-25.8%
净利率更高
FN
高出73.0%
-63.1%
自由现金流更多
FN
多$1.1B
$-1.1B
两年增速更快
FN
近两年复合增速
3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $1.3B |
| 净利润 | $112.6M | $-811.0M |
| 毛利率 | 12.2% | 9.3% |
| 营业利润率 | 10.1% | -64.8% |
| 净利率 | 9.9% | -63.1% |
| 营收同比 | 35.9% | -25.8% |
| 净利润同比 | 30.0% | -9.0% |
| 每股收益(稀释后) | $3.11 | $-0.66 |
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
RIVN
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $978.1M | $1.6B | ||
| Q2 25 | $909.7M | $1.3B | ||
| Q1 25 | $871.8M | $1.2B | ||
| Q4 24 | $833.6M | $1.7B | ||
| Q3 24 | $804.2M | $874.0M | ||
| Q2 24 | $753.3M | $1.2B | ||
| Q1 24 | $731.5M | $1.2B |
净利润
FN
RIVN
| Q4 25 | $112.6M | $-811.0M | ||
| Q3 25 | $95.9M | $-1.2B | ||
| Q2 25 | $87.2M | $-1.1B | ||
| Q1 25 | $81.3M | $-545.0M | ||
| Q4 24 | $86.6M | $-744.0M | ||
| Q3 24 | $77.4M | $-1.1B | ||
| Q2 24 | $81.1M | $-1.5B | ||
| Q1 24 | $80.9M | $-1.4B |
毛利率
FN
RIVN
| Q4 25 | 12.2% | 9.3% | ||
| Q3 25 | 11.9% | 1.5% | ||
| Q2 25 | 12.2% | -15.8% | ||
| Q1 25 | 11.7% | 16.6% | ||
| Q4 24 | 12.1% | 9.8% | ||
| Q3 24 | 12.3% | -44.9% | ||
| Q2 24 | 12.3% | -38.9% | ||
| Q1 24 | 12.4% | -43.8% |
营业利润率
FN
RIVN
| Q4 25 | 10.1% | -64.8% | ||
| Q3 25 | 9.6% | -63.1% | ||
| Q2 25 | 9.8% | -85.5% | ||
| Q1 25 | 9.0% | -52.8% | ||
| Q4 24 | 9.5% | -38.1% | ||
| Q3 24 | 9.6% | -133.8% | ||
| Q2 24 | 9.7% | -118.7% | ||
| Q1 24 | 9.7% | -123.3% |
净利率
FN
RIVN
| Q4 25 | 9.9% | -63.1% | ||
| Q3 25 | 9.8% | -75.3% | ||
| Q2 25 | 9.6% | -85.7% | ||
| Q1 25 | 9.3% | -44.0% | ||
| Q4 24 | 10.4% | -42.9% | ||
| Q3 24 | 9.6% | -125.9% | ||
| Q2 24 | 10.8% | -125.8% | ||
| Q1 24 | 11.1% | -120.1% |
每股收益(稀释后)
FN
RIVN
| Q4 25 | $3.11 | $-0.66 | ||
| Q3 25 | $2.66 | $-0.96 | ||
| Q2 25 | $2.41 | $-0.97 | ||
| Q1 25 | $2.25 | $-0.48 | ||
| Q4 24 | $2.38 | $-0.67 | ||
| Q3 24 | $2.13 | $-1.08 | ||
| Q2 24 | $2.22 | $-1.46 | ||
| Q1 24 | $2.21 | $-1.48 |
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 | $6.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $4.6B |
| 总资产 | $3.3B | $14.9B |
| 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
RIVN
| Q4 25 | $960.8M | $6.1B | ||
| Q3 25 | $968.8M | $7.1B | ||
| Q2 25 | $934.2M | $7.5B | ||
| Q1 25 | $950.7M | $7.2B | ||
| Q4 24 | $934.6M | $7.7B | ||
| Q3 24 | $908.9M | $6.7B | ||
| Q2 24 | $858.6M | $7.9B | ||
| Q1 24 | $794.0M | $7.9B |
总债务
FN
RIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $5.5B | ||
| Q1 24 | — | $4.4B |
股东权益
FN
RIVN
| Q4 25 | $2.2B | $4.6B | ||
| Q3 25 | $2.1B | $5.1B | ||
| Q2 25 | $2.0B | $6.1B | ||
| Q1 25 | $1.9B | $6.2B | ||
| Q4 24 | $1.8B | $6.6B | ||
| Q3 24 | $1.8B | $5.9B | ||
| Q2 24 | $1.7B | $6.8B | ||
| Q1 24 | $1.7B | $8.1B |
总资产
FN
RIVN
| Q4 25 | $3.3B | $14.9B | ||
| Q3 25 | $3.0B | $15.2B | ||
| Q2 25 | $2.8B | $15.6B | ||
| Q1 25 | $2.6B | $15.5B | ||
| Q4 24 | $2.5B | $15.4B | ||
| Q3 24 | $2.4B | $14.3B | ||
| Q2 24 | $2.3B | $15.4B | ||
| Q1 24 | $2.2B | $15.7B |
负债/权益比
FN
RIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.81× | ||
| Q1 24 | — | 0.55× |
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 | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $-1.1B |
| 自由现金流率自由现金流/营收 | -0.5% | -89.0% |
| 资本支出强度资本支出/营收 | 4.6% | 36.0% |
| 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 | $-2.5B |
8季度趋势,按日历期对齐
经营现金流
FN
RIVN
| Q4 25 | $46.3M | $-681.0M | ||
| Q3 25 | $102.6M | $26.0M | ||
| Q2 25 | $55.1M | $64.0M | ||
| Q1 25 | $74.2M | $-188.0M | ||
| Q4 24 | $115.9M | $1.2B | ||
| Q3 24 | $83.2M | $-876.0M | ||
| Q2 24 | $83.1M | $-754.0M | ||
| Q1 24 | $100.9M | $-1.3B |
自由现金流
FN
RIVN
| Q4 25 | $-5.3M | $-1.1B | ||
| Q3 25 | $57.3M | $-421.0M | ||
| Q2 25 | $4.7M | $-398.0M | ||
| Q1 25 | $45.7M | $-526.0M | ||
| Q4 24 | $94.0M | $856.0M | ||
| Q3 24 | $62.9M | $-1.2B | ||
| Q2 24 | $70.4M | $-1.0B | ||
| Q1 24 | $87.3M | $-1.5B |
自由现金流率
FN
RIVN
| Q4 25 | -0.5% | -89.0% | ||
| Q3 25 | 5.9% | -27.0% | ||
| Q2 25 | 0.5% | -30.5% | ||
| Q1 25 | 5.2% | -42.4% | ||
| Q4 24 | 11.3% | 49.4% | ||
| Q3 24 | 7.8% | -131.9% | ||
| Q2 24 | 9.3% | -89.6% | ||
| Q1 24 | 11.9% | -126.5% |
资本支出强度
FN
RIVN
| Q4 25 | 4.6% | 36.0% | ||
| Q3 25 | 4.6% | 28.7% | ||
| Q2 25 | 5.5% | 35.5% | ||
| Q1 25 | 3.3% | 27.3% | ||
| Q4 24 | 2.6% | 18.9% | ||
| Q3 24 | 2.5% | 31.7% | ||
| Q2 24 | 1.7% | 24.4% | ||
| Q1 24 | 1.9% | 21.1% |
现金转化率
FN
RIVN
| Q4 25 | 0.41× | — | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 0.63× | — | ||
| 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% |
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |