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Fabrinet（FN）与Sylvamo Corp（SLVM）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Sylvamo Corp的1.3倍（$1.1B vs $890.0M），Fabrinet净利率更高（9.9% vs 3.7%，领先6.2%），Fabrinet同比增速更快（35.9% vs -8.2%），Sylvamo Corp自由现金流更多（$38.0M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs -0.8%）
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。
西尔瓦莫公司是全球领先的可持续纸浆与纸品生产商，核心产品包括非涂布印刷纸、包装纸及商用纸浆，业务覆盖北美、欧洲、拉美地区，服务办公耗材、出版、商业印刷、包装等多个领域。
FN vs SLVM — 直观对比
营收规模更大
FN
是对方的1.3倍
$890.0M
营收增速更快
FN
高出44.1%
-8.2%
净利率更高
FN
高出6.2%
3.7%
自由现金流更多
SLVM
多$43.3M
$-5.3M
两年增速更快
FN
近两年复合增速
-0.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $890.0M |
| 净利润 | $112.6M | $33.0M |
| 毛利率 | 12.2% | — |
| 营业利润率 | 10.1% | 8.9% |
| 净利率 | 9.9% | 3.7% |
| 营收同比 | 35.9% | -8.2% |
| 净利润同比 | 30.0% | -59.3% |
| 每股收益（稀释后） | $3.11 | $0.81 |
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FNSLVM
| Q4 25 | $1.1B | $890.0M | ||
| Q3 25 | $978.1M | $846.0M | ||
| Q2 25 | $909.7M | $794.0M | ||
| Q1 25 | $871.8M | $821.0M | ||
| Q4 24 | $833.6M | $970.0M | ||
| Q3 24 | $804.2M | $965.0M | ||
| Q2 24 | $753.3M | $933.0M | ||
| Q1 24 | $731.5M | $905.0M |
净利润FNSLVM
| Q4 25 | $112.6M | $33.0M | ||
| Q3 25 | $95.9M | $57.0M | ||
| Q2 25 | $87.2M | $15.0M | ||
| Q1 25 | $81.3M | $27.0M | ||
| Q4 24 | $86.6M | $81.0M | ||
| Q3 24 | $77.4M | $95.0M | ||
| Q2 24 | $81.1M | $83.0M | ||
| Q1 24 | $80.9M | $43.0M |
毛利率FNSLVM
| 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FNSLVM
| Q4 25 | 10.1% | 8.9% | ||
| Q3 25 | 9.6% | 11.6% | ||
| Q2 25 | 9.8% | 3.8% | ||
| Q1 25 | 9.0% | 5.4% | ||
| Q4 24 | 9.5% | 11.2% | ||
| Q3 24 | 9.6% | 15.5% | ||
| Q2 24 | 9.7% | 13.1% | ||
| Q1 24 | 9.7% | 8.0% |
净利率FNSLVM
| Q4 25 | 9.9% | 3.7% | ||
| Q3 25 | 9.8% | 6.7% | ||
| Q2 25 | 9.6% | 1.9% | ||
| Q1 25 | 9.3% | 3.3% | ||
| Q4 24 | 10.4% | 8.4% | ||
| Q3 24 | 9.6% | 9.8% | ||
| Q2 24 | 10.8% | 8.9% | ||
| Q1 24 | 11.1% | 4.8% |
每股收益（稀释后）FNSLVM
| Q4 25 | $3.11 | $0.81 | ||
| Q3 25 | $2.66 | $1.41 | ||
| Q2 25 | $2.41 | $0.37 | ||
| Q1 25 | $2.25 | $0.65 | ||
| Q4 24 | $2.38 | $1.91 | ||
| Q3 24 | $2.13 | $2.27 | ||
| Q2 24 | $2.22 | $1.98 | ||
| Q1 24 | $2.21 | $1.02 |
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 | $198.0M |
| 总债务越低越好 | — | $763.0M |
| 股东权益账面价值 | $2.2B | $966.0M |
| 总资产 | $3.3B | $2.8B |
| 负债/权益比越低杠杆越低 | — | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资FNSLVM
| Q4 25 | $960.8M | $198.0M | ||
| Q3 25 | $968.8M | $146.0M | ||
| Q2 25 | $934.2M | $183.0M | ||
| Q1 25 | $950.7M | $220.0M | ||
| Q4 24 | $934.6M | $309.0M | ||
| Q3 24 | $908.9M | $414.0M | ||
| Q2 24 | $858.6M | $213.0M | ||
| Q1 24 | $794.0M | $218.0M |
总债务FNSLVM
| Q4 25 | — | $763.0M | ||
| Q3 25 | — | $778.0M | ||
| Q2 25 | — | $767.0M | ||
| Q1 25 | — | $794.0M | ||
| Q4 24 | — | $782.0M | ||
| Q3 24 | — | $883.0M | ||
| Q2 24 | — | $894.0M | ||
| Q1 24 | — | $921.0M |
股东权益FNSLVM
| Q4 25 | $2.2B | $966.0M | ||
| Q3 25 | $2.1B | $977.0M | ||
| Q2 25 | $2.0B | $959.0M | ||
| Q1 25 | $1.9B | $908.0M | ||
| Q4 24 | $1.8B | $847.0M | ||
| Q3 24 | $1.8B | $937.0M | ||
| Q2 24 | $1.7B | $830.0M | ||
| Q1 24 | $1.7B | $889.0M |
总资产FNSLVM
| Q4 25 | $3.3B | $2.8B | ||
| Q3 25 | $3.0B | $2.7B | ||
| Q2 25 | $2.8B | $2.7B | ||
| Q1 25 | $2.6B | $2.6B | ||
| Q4 24 | $2.5B | $2.6B | ||
| Q3 24 | $2.4B | $2.9B | ||
| Q2 24 | $2.3B | $2.7B | ||
| Q1 24 | $2.2B | $2.6B |
负债/权益比FNSLVM
| Q4 25 | — | 0.79× | ||
| Q3 25 | — | 0.80× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.92× | ||
| Q3 24 | — | 0.94× | ||
| Q2 24 | — | 1.08× | ||
| Q1 24 | — | 1.04× |
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 | $94.0M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $38.0M |
| 自由现金流率自由现金流/营收 | -0.5% | 4.3% |
| 资本支出强度资本支出/营收 | 4.6% | 6.3% |
| 现金转化率经营现金流/净利润 | 0.41× | 2.85× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $44.0M |
8季度趋势，按日历期对齐
经营现金流FNSLVM
| Q4 25 | $46.3M | $94.0M | ||
| Q3 25 | $102.6M | $87.0M | ||
| Q2 25 | $55.1M | $64.0M | ||
| Q1 25 | $74.2M | $23.0M | ||
| Q4 24 | $115.9M | $164.0M | ||
| Q3 24 | $83.2M | $163.0M | ||
| Q2 24 | $83.1M | $115.0M | ||
| Q1 24 | $100.9M | $27.0M |
自由现金流FNSLVM
| Q4 25 | $-5.3M | $38.0M | ||
| Q3 25 | $57.3M | $33.0M | ||
| Q2 25 | $4.7M | $-2.0M | ||
| Q1 25 | $45.7M | $-25.0M | ||
| Q4 24 | $94.0M | $100.0M | ||
| Q3 24 | $62.9M | $119.0M | ||
| Q2 24 | $70.4M | $62.0M | ||
| Q1 24 | $87.3M | $-33.0M |
自由现金流率FNSLVM
| Q4 25 | -0.5% | 4.3% | ||
| Q3 25 | 5.9% | 3.9% | ||
| Q2 25 | 0.5% | -0.3% | ||
| Q1 25 | 5.2% | -3.0% | ||
| Q4 24 | 11.3% | 10.3% | ||
| Q3 24 | 7.8% | 12.3% | ||
| Q2 24 | 9.3% | 6.6% | ||
| Q1 24 | 11.9% | -3.6% |
资本支出强度FNSLVM
| Q4 25 | 4.6% | 6.3% | ||
| Q3 25 | 4.6% | 6.4% | ||
| Q2 25 | 5.5% | 8.3% | ||
| Q1 25 | 3.3% | 5.8% | ||
| Q4 24 | 2.6% | 6.6% | ||
| Q3 24 | 2.5% | 4.6% | ||
| Q2 24 | 1.7% | 5.7% | ||
| Q1 24 | 1.9% | 6.6% |
现金转化率FNSLVM
| Q4 25 | 0.41× | 2.85× | ||
| Q3 25 | 1.07× | 1.53× | ||
| Q2 25 | 0.63× | 4.27× | ||
| Q1 25 | 0.91× | 0.85× | ||
| Q4 24 | 1.34× | 2.02× | ||
| Q3 24 | 1.07× | 1.72× | ||
| Q2 24 | 1.02× | 1.39× | ||
| Q1 24 | 1.25× | 0.63× |
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% |
SLVM
暂无分部数据
