vs
Fabrinet（FN）与Simpson Manufacturing Co., Inc.（SSD）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Simpson Manufacturing Co., Inc.的1.9倍（$1.1B vs $588.0M），Simpson Manufacturing Co., Inc.净利率更高（15.0% vs 9.9%，领先5.1%），Fabrinet同比增速更快（35.9% vs 9.1%），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。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
FN vs SSD — 直观对比
营收规模更大
FN
是对方的1.9倍
$588.0M
营收增速更快
FN
高出26.8%
9.1%
净利率更高
SSD
高出5.1%
9.9%
两年增速更快
FN
近两年复合增速
-0.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $588.0M |
| 净利润 | $112.6M | $88.2M |
| 毛利率 | 12.2% | 45.2% |
| 营业利润率 | 10.1% | 19.5% |
| 净利率 | 9.9% | 15.0% |
| 营收同比 | 35.9% | 9.1% |
| 净利润同比 | 30.0% | 13.3% |
| 每股收益（稀释后） | $3.11 | $2.13 |
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FNSSD
| Q1 26 | — | $588.0M | ||
| Q4 25 | $1.1B | $539.3M | ||
| Q3 25 | $978.1M | $623.5M | ||
| Q2 25 | $909.7M | $631.1M | ||
| Q1 25 | $871.8M | $538.9M | ||
| Q4 24 | $833.6M | $517.4M | ||
| Q3 24 | $804.2M | $587.2M | ||
| Q2 24 | $753.3M | $597.0M |
净利润FNSSD
| Q1 26 | — | $88.2M | ||
| Q4 25 | $112.6M | $56.2M | ||
| Q3 25 | $95.9M | $107.4M | ||
| Q2 25 | $87.2M | $103.5M | ||
| Q1 25 | $81.3M | $77.9M | ||
| Q4 24 | $86.6M | $55.4M | ||
| Q3 24 | $77.4M | $93.5M | ||
| Q2 24 | $81.1M | $97.8M |
毛利率FNSSD
| Q1 26 | — | 45.2% | ||
| Q4 25 | 12.2% | 43.4% | ||
| Q3 25 | 11.9% | 46.4% | ||
| Q2 25 | 12.2% | 46.7% | ||
| Q1 25 | 11.7% | 46.8% | ||
| Q4 24 | 12.1% | 44.0% | ||
| Q3 24 | 12.3% | 46.8% | ||
| Q2 24 | 12.3% | 46.7% |
营业利润率FNSSD
| Q1 26 | — | 19.5% | ||
| Q4 25 | 10.1% | 13.9% | ||
| Q3 25 | 9.6% | 22.6% | ||
| Q2 25 | 9.8% | 22.2% | ||
| Q1 25 | 9.0% | 19.0% | ||
| Q4 24 | 9.5% | 14.8% | ||
| Q3 24 | 9.6% | 21.3% | ||
| Q2 24 | 9.7% | 22.1% |
净利率FNSSD
| Q1 26 | — | 15.0% | ||
| Q4 25 | 9.9% | 10.4% | ||
| Q3 25 | 9.8% | 17.2% | ||
| Q2 25 | 9.6% | 16.4% | ||
| Q1 25 | 9.3% | 14.5% | ||
| Q4 24 | 10.4% | 10.7% | ||
| Q3 24 | 9.6% | 15.9% | ||
| Q2 24 | 10.8% | 16.4% |
每股收益（稀释后）FNSSD
| Q1 26 | — | $2.13 | ||
| Q4 25 | $3.11 | $1.34 | ||
| Q3 25 | $2.66 | $2.58 | ||
| Q2 25 | $2.41 | $2.47 | ||
| Q1 25 | $2.25 | $1.85 | ||
| Q4 24 | $2.38 | $1.31 | ||
| Q3 24 | $2.13 | $2.21 | ||
| Q2 24 | $2.22 | $2.31 |
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 | $341.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $2.1B |
| 总资产 | $3.3B | $3.0B |
| 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FNSSD
| Q1 26 | — | $341.0M | ||
| Q4 25 | $960.8M | $384.1M | ||
| Q3 25 | $968.8M | $297.3M | ||
| Q2 25 | $934.2M | $190.4M | ||
| Q1 25 | $950.7M | $150.3M | ||
| Q4 24 | $934.6M | $239.4M | ||
| Q3 24 | $908.9M | $339.4M | ||
| Q2 24 | $858.6M | $354.9M |
总债务FNSSD
| Q1 26 | — | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M |
股东权益FNSSD
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.2B | $2.0B | ||
| Q3 25 | $2.1B | $2.0B | ||
| Q2 25 | $2.0B | $1.9B | ||
| Q1 25 | $1.9B | $1.9B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.8B | $1.9B | ||
| Q2 24 | $1.7B | $1.8B |
总资产FNSSD
| Q1 26 | — | $3.0B | ||
| Q4 25 | $3.3B | $3.1B | ||
| Q3 25 | $3.0B | $3.0B | ||
| Q2 25 | $2.8B | $3.0B | ||
| Q1 25 | $2.6B | $2.8B | ||
| Q4 24 | $2.5B | $2.7B | ||
| Q3 24 | $2.4B | $2.9B | ||
| Q2 24 | $2.3B | $2.8B |
负债/权益比FNSSD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× |
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 | — |
| 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× | — |
| 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FNSSD
| Q1 26 | — | — | ||
| Q4 25 | $46.3M | $155.7M | ||
| Q3 25 | $102.6M | $170.2M | ||
| Q2 25 | $55.1M | $125.2M | ||
| Q1 25 | $74.2M | $7.6M | ||
| Q4 24 | $115.9M | $115.8M | ||
| Q3 24 | $83.2M | $103.3M | ||
| Q2 24 | $83.1M | $111.1M |
自由现金流FNSSD
| Q1 26 | — | — | ||
| Q4 25 | $-5.3M | $119.0M | ||
| Q3 25 | $57.3M | $133.9M | ||
| Q2 25 | $4.7M | $87.3M | ||
| Q1 25 | $45.7M | $-42.6M | ||
| Q4 24 | $94.0M | $60.3M | ||
| Q3 24 | $62.9M | $58.1M | ||
| Q2 24 | $70.4M | $70.9M |
自由现金流率FNSSD
| Q1 26 | — | — | ||
| Q4 25 | -0.5% | 22.1% | ||
| Q3 25 | 5.9% | 21.5% | ||
| Q2 25 | 0.5% | 13.8% | ||
| Q1 25 | 5.2% | -7.9% | ||
| Q4 24 | 11.3% | 11.7% | ||
| Q3 24 | 7.8% | 9.9% | ||
| Q2 24 | 9.3% | 11.9% |
资本支出强度FNSSD
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 6.8% | ||
| Q3 25 | 4.6% | 5.8% | ||
| Q2 25 | 5.5% | 6.0% | ||
| Q1 25 | 3.3% | 9.3% | ||
| Q4 24 | 2.6% | 10.7% | ||
| Q3 24 | 2.5% | 7.7% | ||
| Q2 24 | 1.7% | 6.7% |
现金转化率FNSSD
| Q1 26 | — | — | ||
| Q4 25 | 0.41× | 2.77× | ||
| Q3 25 | 1.07× | 1.58× | ||
| Q2 25 | 0.63× | 1.21× | ||
| Q1 25 | 0.91× | 0.10× | ||
| Q4 24 | 1.34× | 2.09× | ||
| Q3 24 | 1.07× | 1.10× | ||
| Q2 24 | 1.02× | 1.14× |
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% |
SSD
暂无分部数据
