vs
Fabrinet(FN)与RPM INTERNATIONAL INC(RPM)财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是Fabrinet的1.7倍($1.9B vs $1.1B),Fabrinet净利率更高(9.9% vs 8.4%,领先1.5%),Fabrinet同比增速更快(35.9% vs 3.5%),RPM INTERNATIONAL INC自由现金流更多($296.4M vs $-5.3M),过去两年Fabrinet的营收复合增速更高(24.4% vs 12.0%)
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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐,是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立,最初主营音乐制作,后逐步转向电视节目制作发行业务,最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
FN vs RPM — 直观对比
营收规模更大
RPM
是对方的1.7倍
$1.1B
营收增速更快
FN
高出32.4%
3.5%
净利率更高
FN
高出1.5%
8.4%
自由现金流更多
RPM
多$301.7M
$-5.3M
两年增速更快
FN
近两年复合增速
12.0%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $1.9B |
| 净利润 | $112.6M | $161.2M |
| 毛利率 | 12.2% | 40.8% |
| 营业利润率 | 10.1% | 11.0% |
| 净利率 | 9.9% | 8.4% |
| 营收同比 | 35.9% | 3.5% |
| 净利润同比 | 30.0% | -12.0% |
| 每股收益(稀释后) | $3.11 | $1.26 |
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
RPM
| Q4 25 | $1.1B | $1.9B | ||
| Q3 25 | $978.1M | $2.1B | ||
| Q2 25 | $909.7M | $2.1B | ||
| Q1 25 | $871.8M | $1.5B | ||
| Q4 24 | $833.6M | $1.8B | ||
| Q3 24 | $804.2M | $2.0B | ||
| Q2 24 | $753.3M | $2.0B | ||
| Q1 24 | $731.5M | $1.5B |
净利润
FN
RPM
| Q4 25 | $112.6M | $161.2M | ||
| Q3 25 | $95.9M | $227.6M | ||
| Q2 25 | $87.2M | $225.8M | ||
| Q1 25 | $81.3M | $52.0M | ||
| Q4 24 | $86.6M | $183.2M | ||
| Q3 24 | $77.4M | $227.7M | ||
| Q2 24 | $81.1M | $180.6M | ||
| Q1 24 | $80.9M | $61.2M |
毛利率
FN
RPM
| Q4 25 | 12.2% | 40.8% | ||
| Q3 25 | 11.9% | 42.3% | ||
| Q2 25 | 12.2% | 42.4% | ||
| Q1 25 | 11.7% | 38.4% | ||
| Q4 24 | 12.1% | 41.4% | ||
| Q3 24 | 12.3% | 42.5% | ||
| Q2 24 | 12.3% | 41.4% | ||
| Q1 24 | 12.4% | 39.9% |
营业利润率
FN
RPM
| Q4 25 | 10.1% | 11.0% | ||
| Q3 25 | 9.6% | 14.1% | ||
| Q2 25 | 9.8% | 11.9% | ||
| Q1 25 | 9.0% | 2.8% | ||
| Q4 24 | 9.5% | 11.5% | ||
| Q3 24 | 9.6% | 14.8% | ||
| Q2 24 | 9.7% | 11.9% | ||
| Q1 24 | 9.7% | 5.5% |
净利率
FN
RPM
| Q4 25 | 9.9% | 8.4% | ||
| Q3 25 | 9.8% | 10.8% | ||
| Q2 25 | 9.6% | 10.8% | ||
| Q1 25 | 9.3% | 3.5% | ||
| Q4 24 | 10.4% | 9.9% | ||
| Q3 24 | 9.6% | 11.6% | ||
| Q2 24 | 10.8% | 9.0% | ||
| Q1 24 | 11.1% | 4.0% |
每股收益(稀释后)
FN
RPM
| Q4 25 | $3.11 | $1.26 | ||
| Q3 25 | $2.66 | $1.77 | ||
| Q2 25 | $2.41 | $1.76 | ||
| Q1 25 | $2.25 | $0.40 | ||
| Q4 24 | $2.38 | $1.42 | ||
| Q3 24 | $2.13 | $1.77 | ||
| Q2 24 | $2.22 | $1.40 | ||
| Q1 24 | $2.21 | $0.47 |
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 | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $2.2B | $3.1B |
| 总资产 | $3.3B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势,按日历期对齐
现金及短期投资
FN
RPM
| Q4 25 | $960.8M | $316.6M | ||
| Q3 25 | $968.8M | $297.1M | ||
| Q2 25 | $934.2M | $302.1M | ||
| Q1 25 | $950.7M | $241.9M | ||
| Q4 24 | $934.6M | $268.7M | ||
| Q3 24 | $908.9M | $231.6M | ||
| Q2 24 | $858.6M | $237.4M | ||
| Q1 24 | $794.0M | $248.9M |
总债务
FN
RPM
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.2B |
股东权益
FN
RPM
| Q4 25 | $2.2B | $3.1B | ||
| Q3 25 | $2.1B | $3.1B | ||
| Q2 25 | $2.0B | $2.9B | ||
| Q1 25 | $1.9B | $2.7B | ||
| Q4 24 | $1.8B | $2.7B | ||
| Q3 24 | $1.8B | $2.6B | ||
| Q2 24 | $1.7B | $2.5B | ||
| Q1 24 | $1.7B | $2.3B |
总资产
FN
RPM
| Q4 25 | $3.3B | $7.9B | ||
| Q3 25 | $3.0B | $7.9B | ||
| Q2 25 | $2.8B | $7.8B | ||
| Q1 25 | $2.6B | $6.6B | ||
| Q4 24 | $2.5B | $6.7B | ||
| Q3 24 | $2.4B | $6.6B | ||
| Q2 24 | $2.3B | $6.6B | ||
| Q1 24 | $2.2B | $6.4B |
负债/权益比
FN
RPM
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× | ||
| Q1 24 | — | 0.93× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $296.4M |
| 自由现金流率自由现金流/营收 | -0.5% | 15.5% |
| 资本支出强度资本支出/营收 | 4.6% | 2.6% |
| 现金转化率经营现金流/净利润 | 0.41× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $582.9M |
8季度趋势,按日历期对齐
经营现金流
FN
RPM
| Q4 25 | $46.3M | $345.7M | ||
| Q3 25 | $102.6M | $237.5M | ||
| Q2 25 | $55.1M | $149.2M | ||
| Q1 25 | $74.2M | $91.5M | ||
| Q4 24 | $115.9M | $279.4M | ||
| Q3 24 | $83.2M | $248.1M | ||
| Q2 24 | $83.1M | $181.2M | ||
| Q1 24 | $100.9M | $173.4M |
自由现金流
FN
RPM
| Q4 25 | $-5.3M | $296.4M | ||
| Q3 25 | $57.3M | $175.0M | ||
| Q2 25 | $4.7M | $78.2M | ||
| Q1 25 | $45.7M | $33.3M | ||
| Q4 24 | $94.0M | $229.5M | ||
| Q3 24 | $62.9M | $197.3M | ||
| Q2 24 | $70.4M | $105.3M | ||
| Q1 24 | $87.3M | $124.6M |
自由现金流率
FN
RPM
| Q4 25 | -0.5% | 15.5% | ||
| Q3 25 | 5.9% | 8.3% | ||
| Q2 25 | 0.5% | 3.8% | ||
| Q1 25 | 5.2% | 2.3% | ||
| Q4 24 | 11.3% | 12.4% | ||
| Q3 24 | 7.8% | 10.0% | ||
| Q2 24 | 9.3% | 5.2% | ||
| Q1 24 | 11.9% | 8.2% |
资本支出强度
FN
RPM
| Q4 25 | 4.6% | 2.6% | ||
| Q3 25 | 4.6% | 3.0% | ||
| Q2 25 | 5.5% | 3.4% | ||
| Q1 25 | 3.3% | 3.9% | ||
| Q4 24 | 2.6% | 2.7% | ||
| Q3 24 | 2.5% | 2.6% | ||
| Q2 24 | 1.7% | 3.8% | ||
| Q1 24 | 1.9% | 3.2% |
现金转化率
FN
RPM
| Q4 25 | 0.41× | 2.14× | ||
| Q3 25 | 1.07× | 1.04× | ||
| Q2 25 | 0.63× | 0.66× | ||
| Q1 25 | 0.91× | 1.76× | ||
| Q4 24 | 1.34× | 1.53× | ||
| Q3 24 | 1.07× | 1.09× | ||
| Q2 24 | 1.02× | 1.00× | ||
| Q1 24 | 1.25× | 2.83× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |