vs
Fabrinet(FN)与StoneX Group Inc.(SNEX)财务数据对比。点击上方公司名可切换其他公司
StoneX Group Inc.的季度营收约是Fabrinet的1.1倍($1.2B vs $1.1B),StoneX Group Inc.净利率更高(11.6% vs 9.9%,领先1.6%),StoneX Group Inc.同比增速更快(81.0% vs 35.9%),Fabrinet自由现金流更多($-5.3M vs $-1.3B),过去两年StoneX Group Inc.的营收复合增速更高(53.5% vs 24.4%)
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。
StoneX集团是美国知名金融服务企业,核心业务覆盖商业套期保值、全球支付、证券、实物大宗商品、外汇,以及清算与执行服务六大板块,可为全球各类客户提供专业合规的多元化金融服务。
FN vs SNEX — 直观对比
营收规模更大
SNEX
是对方的1.1倍
$1.1B
营收增速更快
SNEX
高出45.1%
35.9%
净利率更高
SNEX
高出1.6%
9.9%
自由现金流更多
FN
多$1.3B
$-1.3B
两年增速更快
SNEX
近两年复合增速
24.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $1.2B |
| 净利润 | $112.6M | $139.0M |
| 毛利率 | 12.2% | — |
| 营业利润率 | 10.1% | 15.4% |
| 净利率 | 9.9% | 11.6% |
| 营收同比 | 35.9% | 81.0% |
| 净利润同比 | 30.0% | 63.3% |
| 每股收益(稀释后) | $3.11 | $2.50 |
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
SNEX
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $978.1M | $32.7B | ||
| Q2 25 | $909.7M | $851.2M | ||
| Q1 25 | $871.8M | $820.4M | ||
| Q4 24 | $833.6M | $663.1M | ||
| Q3 24 | $804.2M | $31.1B | ||
| Q2 24 | $753.3M | $571.8M | ||
| Q1 24 | $731.5M | $509.2M |
净利润
FN
SNEX
| Q4 25 | $112.6M | $139.0M | ||
| Q3 25 | $95.9M | $85.7M | ||
| Q2 25 | $87.2M | $63.4M | ||
| Q1 25 | $81.3M | $71.7M | ||
| Q4 24 | $86.6M | $85.1M | ||
| Q3 24 | $77.4M | $76.7M | ||
| Q2 24 | $81.1M | $61.9M | ||
| Q1 24 | $80.9M | $53.1M |
毛利率
FN
SNEX
| Q4 25 | 12.2% | — | ||
| Q3 25 | 11.9% | 3.7% | ||
| Q2 25 | 12.2% | — | ||
| Q1 25 | 11.7% | — | ||
| Q4 24 | 12.1% | — | ||
| Q3 24 | 12.3% | 3.0% | ||
| Q2 24 | 12.3% | — | ||
| Q1 24 | 12.4% | — |
营业利润率
FN
SNEX
| Q4 25 | 10.1% | 15.4% | ||
| Q3 25 | 9.6% | 0.3% | ||
| Q2 25 | 9.8% | -1.3% | ||
| Q1 25 | 9.0% | -1.0% | ||
| Q4 24 | 9.5% | -3.2% | ||
| Q3 24 | 9.6% | -0.0% | ||
| Q2 24 | 9.7% | -4.7% | ||
| Q1 24 | 9.7% | -2.5% |
净利率
FN
SNEX
| Q4 25 | 9.9% | 11.6% | ||
| Q3 25 | 9.8% | 0.3% | ||
| Q2 25 | 9.6% | 7.4% | ||
| Q1 25 | 9.3% | 8.7% | ||
| Q4 24 | 10.4% | 12.8% | ||
| Q3 24 | 9.6% | 0.2% | ||
| Q2 24 | 10.8% | 10.8% | ||
| Q1 24 | 11.1% | 10.4% |
每股收益(稀释后)
FN
SNEX
| Q4 25 | $3.11 | $2.50 | ||
| Q3 25 | $2.66 | $0.72 | ||
| Q2 25 | $2.41 | $1.22 | ||
| Q1 25 | $2.25 | $1.41 | ||
| Q4 24 | $2.38 | $1.69 | ||
| Q3 24 | $2.13 | $2.32 | ||
| Q2 24 | $2.22 | $1.25 | ||
| Q1 24 | $2.21 | $1.09 |
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 | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $2.5B |
| 总资产 | $3.3B | $47.8B |
| 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
SNEX
| Q4 25 | $960.8M | $1.6B | ||
| Q3 25 | $968.8M | $1.6B | ||
| Q2 25 | $934.2M | $1.3B | ||
| Q1 25 | $950.7M | $1.3B | ||
| Q4 24 | $934.6M | $1.4B | ||
| Q3 24 | $908.9M | $1.3B | ||
| Q2 24 | $858.6M | $1.2B | ||
| Q1 24 | $794.0M | $1.3B |
股东权益
FN
SNEX
| Q4 25 | $2.2B | $2.5B | ||
| Q3 25 | $2.1B | $2.4B | ||
| Q2 25 | $2.0B | $2.0B | ||
| Q1 25 | $1.9B | $1.9B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.8B | $1.7B | ||
| Q2 24 | $1.7B | $1.6B | ||
| Q1 24 | $1.7B | $1.5B |
总资产
FN
SNEX
| Q4 25 | $3.3B | $47.8B | ||
| Q3 25 | $3.0B | $45.3B | ||
| Q2 25 | $2.8B | $34.3B | ||
| Q1 25 | $2.6B | $31.3B | ||
| Q4 24 | $2.5B | $29.6B | ||
| Q3 24 | $2.4B | $27.5B | ||
| Q2 24 | $2.3B | $25.9B | ||
| Q1 24 | $2.2B | $25.7B |
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 | $-1.3B |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $-1.3B |
| 自由现金流率自由现金流/营收 | -0.5% | -106.4% |
| 资本支出强度资本支出/营收 | 4.6% | 1.3% |
| 现金转化率经营现金流/净利润 | 0.41× | -9.08× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $3.5B |
8季度趋势,按日历期对齐
经营现金流
FN
SNEX
| Q4 25 | $46.3M | $-1.3B | ||
| Q3 25 | $102.6M | $3.5B | ||
| Q2 25 | $55.1M | $1.5B | ||
| Q1 25 | $74.2M | $-154.5M | ||
| Q4 24 | $115.9M | $-477.8M | ||
| Q3 24 | $83.2M | $192.6M | ||
| Q2 24 | $83.1M | $-622.1M | ||
| Q1 24 | $100.9M | $784.0M |
自由现金流
FN
SNEX
| Q4 25 | $-5.3M | $-1.3B | ||
| Q3 25 | $57.3M | $3.5B | ||
| Q2 25 | $4.7M | $1.5B | ||
| Q1 25 | $45.7M | $-169.8M | ||
| Q4 24 | $94.0M | $-491.4M | ||
| Q3 24 | $62.9M | $175.9M | ||
| Q2 24 | $70.4M | $-640.5M | ||
| Q1 24 | $87.3M | $766.6M |
自由现金流率
FN
SNEX
| Q4 25 | -0.5% | -106.4% | ||
| Q3 25 | 5.9% | 10.7% | ||
| Q2 25 | 0.5% | 173.3% | ||
| Q1 25 | 5.2% | -20.7% | ||
| Q4 24 | 11.3% | -74.1% | ||
| Q3 24 | 7.8% | 0.6% | ||
| Q2 24 | 9.3% | -112.0% | ||
| Q1 24 | 11.9% | 150.5% |
资本支出强度
FN
SNEX
| Q4 25 | 4.6% | 1.3% | ||
| Q3 25 | 4.6% | 0.1% | ||
| Q2 25 | 5.5% | 1.9% | ||
| Q1 25 | 3.3% | 1.9% | ||
| Q4 24 | 2.6% | 2.1% | ||
| Q3 24 | 2.5% | 0.1% | ||
| Q2 24 | 1.7% | 3.2% | ||
| Q1 24 | 1.9% | 3.4% |
现金转化率
FN
SNEX
| Q4 25 | 0.41× | -9.08× | ||
| Q3 25 | 1.07× | 41.18× | ||
| Q2 25 | 0.63× | 23.52× | ||
| Q1 25 | 0.91× | -2.15× | ||
| Q4 24 | 1.34× | -5.61× | ||
| Q3 24 | 1.07× | 2.51× | ||
| Q2 24 | 1.02× | -10.05× | ||
| Q1 24 | 1.25× | 14.76× |
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% |
SNEX
暂无分部数据