vs
Fabrinet(FN)与Royalty Pharma plc(RPRX)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Royalty Pharma plc的1.8倍($1.1B vs $622.0M),Royalty Pharma plc净利率更高(34.4% vs 9.9%,领先24.5%),Fabrinet同比增速更快(35.9% vs 4.8%),过去两年Fabrinet的营收复合增速更高(24.4% vs 4.6%)
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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业,专注于研发可调节转化生长因子β(TGF-β)超家族蛋白的药物,该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
FN vs RPRX — 直观对比
营收规模更大
FN
是对方的1.8倍
$622.0M
营收增速更快
FN
高出31.1%
4.8%
净利率更高
RPRX
高出24.5%
9.9%
两年增速更快
FN
近两年复合增速
4.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $622.0M |
| 净利润 | $112.6M | $214.2M |
| 毛利率 | 12.2% | — |
| 营业利润率 | 10.1% | 62.4% |
| 净利率 | 9.9% | 34.4% |
| 营收同比 | 35.9% | 4.8% |
| 净利润同比 | 30.0% | 2.9% |
| 每股收益(稀释后) | $3.11 | $0.49 |
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
RPRX
| Q4 25 | $1.1B | $622.0M | ||
| Q3 25 | $978.1M | $609.3M | ||
| Q2 25 | $909.7M | $578.7M | ||
| Q1 25 | $871.8M | $568.2M | ||
| Q4 24 | $833.6M | $593.6M | ||
| Q3 24 | $804.2M | $564.7M | ||
| Q2 24 | $753.3M | $537.3M | ||
| Q1 24 | $731.5M | $568.0M |
净利润
FN
RPRX
| Q4 25 | $112.6M | $214.2M | ||
| Q3 25 | $95.9M | $288.2M | ||
| Q2 25 | $87.2M | $30.2M | ||
| Q1 25 | $81.3M | $238.3M | ||
| Q4 24 | $86.6M | $208.2M | ||
| Q3 24 | $77.4M | $544.0M | ||
| Q2 24 | $81.1M | $102.0M | ||
| Q1 24 | $80.9M | $4.8M |
毛利率
FN
RPRX
| 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% | — | ||
| Q1 24 | 12.4% | — |
营业利润率
FN
RPRX
| Q4 25 | 10.1% | 62.4% | ||
| Q3 25 | 9.6% | 70.1% | ||
| Q2 25 | 9.8% | 36.3% | ||
| Q1 25 | 9.0% | 94.0% | ||
| Q4 24 | 9.5% | 60.9% | ||
| Q3 24 | 9.6% | — | ||
| Q2 24 | 9.7% | 50.2% | ||
| Q1 24 | 9.7% | -13.0% |
净利率
FN
RPRX
| Q4 25 | 9.9% | 34.4% | ||
| Q3 25 | 9.8% | 47.3% | ||
| Q2 25 | 9.6% | 5.2% | ||
| Q1 25 | 9.3% | 41.9% | ||
| Q4 24 | 10.4% | 35.1% | ||
| Q3 24 | 9.6% | 96.3% | ||
| Q2 24 | 10.8% | 19.0% | ||
| Q1 24 | 11.1% | 0.8% |
每股收益(稀释后)
FN
RPRX
| Q4 25 | $3.11 | $0.49 | ||
| Q3 25 | $2.66 | $0.67 | ||
| Q2 25 | $2.41 | $0.07 | ||
| Q1 25 | $2.25 | $0.55 | ||
| Q4 24 | $2.38 | $0.46 | ||
| Q3 24 | $2.13 | $1.21 | ||
| Q2 24 | $2.22 | $0.23 | ||
| Q1 24 | $2.21 | $0.01 |
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 | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $2.2B | $9.7B |
| 总资产 | $3.3B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势,按日历期对齐
现金及短期投资
FN
RPRX
| Q4 25 | $960.8M | $618.7M | ||
| Q3 25 | $968.8M | $938.9M | ||
| Q2 25 | $934.2M | $631.9M | ||
| Q1 25 | $950.7M | $1.1B | ||
| Q4 24 | $934.6M | $929.0M | ||
| Q3 24 | $908.9M | $950.1M | ||
| Q2 24 | $858.6M | $1.8B | ||
| Q1 24 | $794.0M | $843.0M |
总债务
FN
RPRX
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | — | $6.1B |
股东权益
FN
RPRX
| Q4 25 | $2.2B | $9.7B | ||
| Q3 25 | $2.1B | $9.6B | ||
| Q2 25 | $2.0B | $9.5B | ||
| Q1 25 | $1.9B | $9.8B | ||
| Q4 24 | $1.8B | $10.3B | ||
| Q3 24 | $1.8B | $10.3B | ||
| Q2 24 | $1.7B | $9.8B | ||
| Q1 24 | $1.7B | $9.9B |
总资产
FN
RPRX
| Q4 25 | $3.3B | $19.6B | ||
| Q3 25 | $3.0B | $19.3B | ||
| Q2 25 | $2.8B | $18.3B | ||
| Q1 25 | $2.6B | $17.6B | ||
| Q4 24 | $2.5B | $18.2B | ||
| Q3 24 | $2.4B | $18.0B | ||
| Q2 24 | $2.3B | $17.7B | ||
| Q1 24 | $2.2B | $16.1B |
负债/权益比
FN
RPRX
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.62× |
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 | $827.1M |
| 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× | 3.86× |
| 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
FN
RPRX
| Q4 25 | $46.3M | $827.1M | ||
| Q3 25 | $102.6M | $702.6M | ||
| Q2 25 | $55.1M | $364.0M | ||
| Q1 25 | $74.2M | $596.1M | ||
| Q4 24 | $115.9M | $742.5M | ||
| Q3 24 | $83.2M | $703.6M | ||
| Q2 24 | $83.1M | $658.2M | ||
| Q1 24 | $100.9M | $664.6M |
自由现金流
FN
RPRX
| 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 | — | ||
| Q1 24 | $87.3M | — |
自由现金流率
FN
RPRX
| 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% | — | ||
| Q1 24 | 11.9% | — |
资本支出强度
FN
RPRX
| 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% | — | ||
| Q1 24 | 1.9% | — |
现金转化率
FN
RPRX
| Q4 25 | 0.41× | 3.86× | ||
| Q3 25 | 1.07× | 2.44× | ||
| Q2 25 | 0.63× | 12.06× | ||
| Q1 25 | 0.91× | 2.50× | ||
| Q4 24 | 1.34× | 3.57× | ||
| Q3 24 | 1.07× | 1.29× | ||
| Q2 24 | 1.02× | 6.45× | ||
| Q1 24 | 1.25× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |