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Fabrinet(FN)与Rackspace Technology, Inc.(RXT)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Rackspace Technology, Inc.的1.7倍($1.1B vs $682.8M),Fabrinet净利率更高(9.9% vs -4.8%,领先14.7%),Fabrinet同比增速更快(35.9% vs -0.4%),Rackspace Technology, Inc.自由现金流更多($56.0M vs $-5.3M),过去两年Fabrinet的营收复合增速更高(24.4% vs -0.6%)
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业,在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处,数据中心分布于全球多个主要城市,为客户提供专业的云计算相关服务。
FN vs RXT — 直观对比
营收规模更大
FN
是对方的1.7倍
$682.8M
营收增速更快
FN
高出36.3%
-0.4%
净利率更高
FN
高出14.7%
-4.8%
自由现金流更多
RXT
多$61.3M
$-5.3M
两年增速更快
FN
近两年复合增速
-0.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $682.8M |
| 净利润 | $112.6M | $-32.7M |
| 毛利率 | 12.2% | 17.6% |
| 营业利润率 | 10.1% | -0.5% |
| 净利率 | 9.9% | -4.8% |
| 营收同比 | 35.9% | -0.4% |
| 净利润同比 | 30.0% | 41.6% |
| 每股收益(稀释后) | $3.11 | $-0.13 |
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
RXT
| Q4 25 | $1.1B | $682.8M | ||
| Q3 25 | $978.1M | $671.2M | ||
| Q2 25 | $909.7M | $666.3M | ||
| Q1 25 | $871.8M | $665.4M | ||
| Q4 24 | $833.6M | $685.6M | ||
| Q3 24 | $804.2M | $675.8M | ||
| Q2 24 | $753.3M | $684.9M | ||
| Q1 24 | $731.5M | $690.8M |
净利润
FN
RXT
| Q4 25 | $112.6M | $-32.7M | ||
| Q3 25 | $95.9M | $-67.1M | ||
| Q2 25 | $87.2M | $-54.5M | ||
| Q1 25 | $81.3M | $-71.5M | ||
| Q4 24 | $86.6M | $-56.0M | ||
| Q3 24 | $77.4M | $-186.6M | ||
| Q2 24 | $81.1M | $25.0M | ||
| Q1 24 | $80.9M | $-640.6M |
毛利率
FN
RXT
| Q4 25 | 12.2% | 17.6% | ||
| Q3 25 | 11.9% | 19.4% | ||
| Q2 25 | 12.2% | 19.4% | ||
| Q1 25 | 11.7% | 19.1% | ||
| Q4 24 | 12.1% | 19.2% | ||
| Q3 24 | 12.3% | 20.3% | ||
| Q2 24 | 12.3% | 19.2% | ||
| Q1 24 | 12.4% | 19.2% |
营业利润率
FN
RXT
| Q4 25 | 10.1% | -0.5% | ||
| Q3 25 | 9.6% | -5.1% | ||
| Q2 25 | 9.8% | -3.8% | ||
| Q1 25 | 9.0% | -5.8% | ||
| Q4 24 | 9.5% | -4.2% | ||
| Q3 24 | 9.6% | -25.7% | ||
| Q2 24 | 9.7% | -7.9% | ||
| Q1 24 | 9.7% | -94.5% |
净利率
FN
RXT
| Q4 25 | 9.9% | -4.8% | ||
| Q3 25 | 9.8% | -10.0% | ||
| Q2 25 | 9.6% | -8.2% | ||
| Q1 25 | 9.3% | -10.7% | ||
| Q4 24 | 10.4% | -8.2% | ||
| Q3 24 | 9.6% | -27.6% | ||
| Q2 24 | 10.8% | 3.7% | ||
| Q1 24 | 11.1% | -92.7% |
每股收益(稀释后)
FN
RXT
| Q4 25 | $3.11 | $-0.13 | ||
| Q3 25 | $2.66 | $-0.28 | ||
| Q2 25 | $2.41 | $-0.23 | ||
| Q1 25 | $2.25 | $-0.31 | ||
| Q4 24 | $2.38 | $-0.20 | ||
| Q3 24 | $2.13 | $-0.82 | ||
| Q2 24 | $2.22 | $0.11 | ||
| Q1 24 | $2.21 | $-2.91 |
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 | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $2.2B | $-1.2B |
| 总资产 | $3.3B | $2.8B |
| 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
RXT
| Q4 25 | $960.8M | $105.8M | ||
| Q3 25 | $968.8M | $99.5M | ||
| Q2 25 | $934.2M | $103.9M | ||
| Q1 25 | $950.7M | $128.0M | ||
| Q4 24 | $934.6M | $144.0M | ||
| Q3 24 | $908.9M | $157.1M | ||
| Q2 24 | $858.6M | $190.2M | ||
| Q1 24 | $794.0M | $282.6M |
总债务
FN
RXT
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $3.0B |
股东权益
FN
RXT
| Q4 25 | $2.2B | $-1.2B | ||
| Q3 25 | $2.1B | $-1.2B | ||
| Q2 25 | $2.0B | $-1.1B | ||
| Q1 25 | $1.9B | $-1.1B | ||
| Q4 24 | $1.8B | $-1.0B | ||
| Q3 24 | $1.8B | $-949.7M | ||
| Q2 24 | $1.7B | $-756.2M | ||
| Q1 24 | $1.7B | $-787.2M |
总资产
FN
RXT
| Q4 25 | $3.3B | $2.8B | ||
| Q3 25 | $3.0B | $2.8B | ||
| Q2 25 | $2.8B | $2.9B | ||
| Q1 25 | $2.6B | $3.0B | ||
| Q4 24 | $2.5B | $3.1B | ||
| Q3 24 | $2.4B | $3.1B | ||
| Q2 24 | $2.3B | $3.4B | ||
| Q1 24 | $2.2B | $3.5B |
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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $56.0M |
| 自由现金流率自由现金流/营收 | -0.5% | 8.2% |
| 资本支出强度资本支出/营收 | 4.6% | 0.5% |
| 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 | $90.6M |
8季度趋势,按日历期对齐
经营现金流
FN
RXT
| Q4 25 | $46.3M | $59.7M | ||
| Q3 25 | $102.6M | $70.7M | ||
| Q2 25 | $55.1M | $8.4M | ||
| Q1 25 | $74.2M | $12.6M | ||
| Q4 24 | $115.9M | $54.3M | ||
| Q3 24 | $83.2M | $51.8M | ||
| Q2 24 | $83.1M | $24.1M | ||
| Q1 24 | $100.9M | $-90.3M |
自由现金流
FN
RXT
| Q4 25 | $-5.3M | $56.0M | ||
| Q3 25 | $57.3M | $42.7M | ||
| Q2 25 | $4.7M | $-12.4M | ||
| Q1 25 | $45.7M | $4.3M | ||
| Q4 24 | $94.0M | $34.4M | ||
| Q3 24 | $62.9M | $27.3M | ||
| Q2 24 | $70.4M | $-14.5M | ||
| Q1 24 | $87.3M | $-118.4M |
自由现金流率
FN
RXT
| Q4 25 | -0.5% | 8.2% | ||
| Q3 25 | 5.9% | 6.4% | ||
| Q2 25 | 0.5% | -1.9% | ||
| Q1 25 | 5.2% | 0.6% | ||
| Q4 24 | 11.3% | 5.0% | ||
| Q3 24 | 7.8% | 4.0% | ||
| Q2 24 | 9.3% | -2.1% | ||
| Q1 24 | 11.9% | -17.1% |
资本支出强度
FN
RXT
| Q4 25 | 4.6% | 0.5% | ||
| Q3 25 | 4.6% | 4.2% | ||
| Q2 25 | 5.5% | 3.1% | ||
| Q1 25 | 3.3% | 1.2% | ||
| Q4 24 | 2.6% | 2.9% | ||
| Q3 24 | 2.5% | 3.6% | ||
| Q2 24 | 1.7% | 5.6% | ||
| Q1 24 | 1.9% | 4.1% |
现金转化率
FN
RXT
| 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× | 0.96× | ||
| 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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |