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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
RPM
是对方的1.7倍
RPM
$1.9B
$1.1B
FN
营收增速更快
FN
FN
高出32.4%
FN
35.9%
3.5%
RPM
净利率更高
FN
FN
高出1.5%
FN
9.9%
8.4%
RPM
自由现金流更多
RPM
RPM
多$301.7M
RPM
$296.4M
$-5.3M
FN
两年增速更快
FN
FN
近两年复合增速
FN
24.4%
12.0%
RPM

损益表 — Q2 FY2026 vs Q2 FY2026

指标
FN
FN
RPM
RPM
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
FN
RPM
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
FN
RPM
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
FN
RPM
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
FN
RPM
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
FN
RPM
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
FN
RPM
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
FN
FN
RPM
RPM
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
FN
RPM
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
FN
RPM
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
FN
RPM
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
FN
RPM
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
FN
RPM
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
FN
FN
RPM
RPM
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
FN
RPM
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
FN
RPM
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
FN
RPM
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
FN
RPM
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
FN
RPM
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
FN

Optical Communications$832.6M73%
Non Optical Communications$300.3M27%

RPM
RPM

Construction Products Group Segment$737.4M39%
Consumer Segment$638.6M33%
Performance Coatings Group Segment$533.8M28%

相关对比