vs
Fabrinet（FN）与STIFEL FINANCIAL CORP（SF）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STIFEL FINANCIAL CORP的1.0倍（$1.1B vs $1.1B），STIFEL FINANCIAL CORP净利率更高（23.5% vs 9.9%，领先13.5%），Fabrinet同比增速更快（35.9% vs 23.0%），STIFEL FINANCIAL CORP自由现金流更多（$369.0M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs 21.1%）
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。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
FN vs SF — 直观对比
营收规模更大
FN
是对方的1.0倍
$1.1B
营收增速更快
FN
高出12.9%
23.0%
净利率更高
SF
高出13.5%
9.9%
自由现金流更多
SF
多$374.3M
$-5.3M
两年增速更快
FN
近两年复合增速
21.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.1B |
| 净利润 | $112.6M | $264.4M |
| 毛利率 | 12.2% | — |
| 营业利润率 | 10.1% | 27.3% |
| 净利率 | 9.9% | 23.5% |
| 营收同比 | 35.9% | 23.0% |
| 净利润同比 | 30.0% | 8.3% |
| 每股收益（稀释后） | $3.11 | $2.30 |
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FNSF
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $978.1M | $962.6M | ||
| Q2 25 | $909.7M | $838.9M | ||
| Q1 25 | $871.8M | $842.5M | ||
| Q4 24 | $833.6M | $916.0M | ||
| Q3 24 | $804.2M | $810.9M | ||
| Q2 24 | $753.3M | $798.9M | ||
| Q1 24 | $731.5M | $768.1M |
净利润FNSF
| Q4 25 | $112.6M | $264.4M | ||
| Q3 25 | $95.9M | $211.4M | ||
| Q2 25 | $87.2M | $155.1M | ||
| Q1 25 | $81.3M | $53.0M | ||
| Q4 24 | $86.6M | $244.0M | ||
| Q3 24 | $77.4M | $158.5M | ||
| Q2 24 | $81.1M | $165.3M | ||
| Q1 24 | $80.9M | $163.6M |
毛利率FNSF
| 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FNSF
| Q4 25 | 10.1% | 27.3% | ||
| Q3 25 | 9.6% | 29.7% | ||
| Q2 25 | 9.8% | 25.5% | ||
| Q1 25 | 9.0% | 7.5% | ||
| Q4 24 | 9.5% | 29.1% | ||
| Q3 24 | 9.6% | 26.7% | ||
| Q2 24 | 9.7% | 28.4% | ||
| Q1 24 | 9.7% | 28.5% |
净利率FNSF
| Q4 25 | 9.9% | 23.5% | ||
| Q3 25 | 9.8% | 22.0% | ||
| Q2 25 | 9.6% | 18.5% | ||
| Q1 25 | 9.3% | 6.3% | ||
| Q4 24 | 10.4% | 26.6% | ||
| Q3 24 | 9.6% | 19.5% | ||
| Q2 24 | 10.8% | 20.7% | ||
| Q1 24 | 11.1% | 21.3% |
每股收益（稀释后）FNSF
| Q4 25 | $3.11 | $2.30 | ||
| Q3 25 | $2.66 | $1.84 | ||
| Q2 25 | $2.41 | $1.34 | ||
| Q1 25 | $2.25 | $0.39 | ||
| Q4 24 | $2.38 | $2.10 | ||
| Q3 24 | $2.13 | $1.34 | ||
| Q2 24 | $2.22 | $1.41 | ||
| Q1 24 | $2.21 | $1.40 |
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 | $2.3B |
| 总债务越低越好 | — | $617.4M |
| 股东权益账面价值 | $2.2B | $6.0B |
| 总资产 | $3.3B | $41.3B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资FNSF
| Q4 25 | $960.8M | $2.3B | ||
| Q3 25 | $968.8M | $3.2B | ||
| Q2 25 | $934.2M | $1.9B | ||
| Q1 25 | $950.7M | $2.7B | ||
| Q4 24 | $934.6M | $2.6B | ||
| Q3 24 | $908.9M | $1.9B | ||
| Q2 24 | $858.6M | $2.6B | ||
| Q1 24 | $794.0M | $3.4B |
总债务FNSF
| Q4 25 | — | $617.4M | ||
| Q3 25 | — | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | — | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.1B |
股东权益FNSF
| Q4 25 | $2.2B | $6.0B | ||
| Q3 25 | $2.1B | $5.8B | ||
| Q2 25 | $2.0B | $5.6B | ||
| Q1 25 | $1.9B | $5.5B | ||
| Q4 24 | $1.8B | $5.7B | ||
| Q3 24 | $1.8B | $5.6B | ||
| Q2 24 | $1.7B | $5.4B | ||
| Q1 24 | $1.7B | $5.3B |
总资产FNSF
| Q4 25 | $3.3B | $41.3B | ||
| Q3 25 | $3.0B | $41.7B | ||
| Q2 25 | $2.8B | $39.9B | ||
| Q1 25 | $2.6B | $40.4B | ||
| Q4 24 | $2.5B | $39.9B | ||
| Q3 24 | $2.4B | $38.9B | ||
| Q2 24 | $2.3B | $37.8B | ||
| Q1 24 | $2.2B | $38.3B |
负债/权益比FNSF
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | — | 0.21× |
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 | $382.4M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $369.0M |
| 自由现金流率自由现金流/营收 | -0.5% | 32.7% |
| 资本支出强度资本支出/营收 | 4.6% | 1.2% |
| 现金转化率经营现金流/净利润 | 0.41× | 1.45× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $1.1B |
8季度趋势，按日历期对齐
经营现金流FNSF
| Q4 25 | $46.3M | $382.4M | ||
| Q3 25 | $102.6M | $338.3M | ||
| Q2 25 | $55.1M | $607.5M | ||
| Q1 25 | $74.2M | $-211.2M | ||
| Q4 24 | $115.9M | $694.6M | ||
| Q3 24 | $83.2M | $198.3M | ||
| Q2 24 | $83.1M | $207.2M | ||
| Q1 24 | $100.9M | $-609.7M |
自由现金流FNSF
| Q4 25 | $-5.3M | $369.0M | ||
| Q3 25 | $57.3M | $321.1M | ||
| Q2 25 | $4.7M | $592.7M | ||
| Q1 25 | $45.7M | $-227.8M | ||
| Q4 24 | $94.0M | $677.2M | ||
| Q3 24 | $62.9M | $185.6M | ||
| Q2 24 | $70.4M | $173.3M | ||
| Q1 24 | $87.3M | $-619.4M |
自由现金流率FNSF
| Q4 25 | -0.5% | 32.7% | ||
| Q3 25 | 5.9% | 33.4% | ||
| Q2 25 | 0.5% | 70.6% | ||
| Q1 25 | 5.2% | -27.0% | ||
| Q4 24 | 11.3% | 73.9% | ||
| Q3 24 | 7.8% | 22.9% | ||
| Q2 24 | 9.3% | 21.7% | ||
| Q1 24 | 11.9% | -80.6% |
资本支出强度FNSF
| Q4 25 | 4.6% | 1.2% | ||
| Q3 25 | 4.6% | 1.8% | ||
| Q2 25 | 5.5% | 1.8% | ||
| Q1 25 | 3.3% | 2.0% | ||
| Q4 24 | 2.6% | 1.9% | ||
| Q3 24 | 2.5% | 1.6% | ||
| Q2 24 | 1.7% | 4.2% | ||
| Q1 24 | 1.9% | 1.3% |
现金转化率FNSF
| Q4 25 | 0.41× | 1.45× | ||
| Q3 25 | 1.07× | 1.60× | ||
| Q2 25 | 0.63× | 3.92× | ||
| Q1 25 | 0.91× | -3.99× | ||
| Q4 24 | 1.34× | 2.85× | ||
| Q3 24 | 1.07× | 1.25× | ||
| Q2 24 | 1.02× | 1.25× | ||
| Q1 24 | 1.25× | -3.73× |
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% |
SF
暂无分部数据
