vs
Fabrinet（FN）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
Fabrinet的季度营收约是森萨塔科技的1.2倍（$1.1B vs $934.8M），Fabrinet净利率更高（9.9% vs 9.3%，领先0.6%），Fabrinet同比增速更快（35.9% vs 2.6%），森萨塔科技自由现金流更多（$104.6M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs -5.0%）
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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
FN vs ST — 直观对比
营收规模更大
FN
是对方的1.2倍
$934.8M
营收增速更快
FN
高出33.3%
2.6%
净利率更高
FN
高出0.6%
9.3%
自由现金流更多
ST
多$109.9M
$-5.3M
两年增速更快
FN
近两年复合增速
-5.0%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $934.8M |
| 净利润 | $112.6M | $87.1M |
| 毛利率 | 12.2% | 30.6% |
| 营业利润率 | 10.1% | 15.1% |
| 净利率 | 9.9% | 9.3% |
| 营收同比 | 35.9% | 2.6% |
| 净利润同比 | 30.0% | 24.6% |
| 每股收益（稀释后） | $3.11 | $0.59 |
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FNST
| Q1 26 | — | $934.8M | ||
| Q4 25 | $1.1B | $917.9M | ||
| Q3 25 | $978.1M | $932.0M | ||
| Q2 25 | $909.7M | $943.4M | ||
| Q1 25 | $871.8M | $911.3M | ||
| Q4 24 | $833.6M | $907.7M | ||
| Q3 24 | $804.2M | $982.8M | ||
| Q2 24 | $753.3M | $1.0B |
净利润FNST
| Q1 26 | — | $87.1M | ||
| Q4 25 | $112.6M | $63.2M | ||
| Q3 25 | $95.9M | $-162.5M | ||
| Q2 25 | $87.2M | $60.7M | ||
| Q1 25 | $81.3M | $69.9M | ||
| Q4 24 | $86.6M | $5.8M | ||
| Q3 24 | $77.4M | $-25.0M | ||
| Q2 24 | $81.1M | $71.7M |
毛利率FNST
| Q1 26 | — | 30.6% | ||
| Q4 25 | 12.2% | 29.0% | ||
| Q3 25 | 11.9% | 27.8% | ||
| Q2 25 | 12.2% | 30.3% | ||
| Q1 25 | 11.7% | 29.9% | ||
| Q4 24 | 12.1% | 27.1% | ||
| Q3 24 | 12.3% | 28.6% | ||
| Q2 24 | 12.3% | 30.0% |
营业利润率FNST
| Q1 26 | — | 15.1% | ||
| Q4 25 | 10.1% | 10.9% | ||
| Q3 25 | 9.6% | -13.2% | ||
| Q2 25 | 9.8% | 14.6% | ||
| Q1 25 | 9.0% | 13.4% | ||
| Q4 24 | 9.5% | 8.1% | ||
| Q3 24 | 9.6% | -20.3% | ||
| Q2 24 | 9.7% | 12.5% |
净利率FNST
| Q1 26 | — | 9.3% | ||
| Q4 25 | 9.9% | 6.9% | ||
| Q3 25 | 9.8% | -17.4% | ||
| Q2 25 | 9.6% | 6.4% | ||
| Q1 25 | 9.3% | 7.7% | ||
| Q4 24 | 10.4% | 0.6% | ||
| Q3 24 | 9.6% | -2.5% | ||
| Q2 24 | 10.8% | 6.9% |
每股收益（稀释后）FNST
| Q1 26 | — | $0.59 | ||
| Q4 25 | $3.11 | $0.45 | ||
| Q3 25 | $2.66 | $-1.12 | ||
| Q2 25 | $2.41 | $0.41 | ||
| Q1 25 | $2.25 | $0.47 | ||
| Q4 24 | $2.38 | $0.05 | ||
| Q3 24 | $2.13 | $-0.17 | ||
| Q2 24 | $2.22 | $0.47 |
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 | $635.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $2.9B |
| 总资产 | $3.3B | $6.8B |
| 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FNST
| Q1 26 | — | $635.1M | ||
| Q4 25 | $960.8M | $573.0M | ||
| Q3 25 | $968.8M | $791.3M | ||
| Q2 25 | $934.2M | $661.8M | ||
| Q1 25 | $950.7M | $588.1M | ||
| Q4 24 | $934.6M | $593.7M | ||
| Q3 24 | $908.9M | $506.2M | ||
| Q2 24 | $858.6M | $1.0B |
总债务FNST
| Q1 26 | — | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益FNST
| Q1 26 | — | $2.9B | ||
| Q4 25 | $2.2B | $2.8B | ||
| Q3 25 | $2.1B | $2.7B | ||
| Q2 25 | $2.0B | $2.9B | ||
| Q1 25 | $1.9B | $2.8B | ||
| Q4 24 | $1.8B | $2.9B | ||
| Q3 24 | $1.8B | $3.0B | ||
| Q2 24 | $1.7B | $3.0B |
总资产FNST
| Q1 26 | — | $6.8B | ||
| Q4 25 | $3.3B | $6.8B | ||
| Q3 25 | $3.0B | $7.1B | ||
| Q2 25 | $2.8B | $7.3B | ||
| Q1 25 | $2.6B | $7.2B | ||
| Q4 24 | $2.5B | $7.1B | ||
| Q3 24 | $2.4B | $7.3B | ||
| Q2 24 | $2.3B | $8.2B |
负债/权益比FNST
| Q1 26 | — | — | ||
| Q4 25 | — | 1.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $122.5M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $104.6M |
| 自由现金流率自由现金流/营收 | -0.5% | 11.2% |
| 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× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $508.3M |
8季度趋势，按日历期对齐
经营现金流FNST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $46.3M | $201.5M | ||
| Q3 25 | $102.6M | $159.9M | ||
| Q2 25 | $55.1M | $140.9M | ||
| Q1 25 | $74.2M | $119.2M | ||
| Q4 24 | $115.9M | $170.7M | ||
| Q3 24 | $83.2M | $130.9M | ||
| Q2 24 | $83.1M | $143.5M |
自由现金流FNST
| Q1 26 | — | $104.6M | ||
| Q4 25 | $-5.3M | $151.9M | ||
| Q3 25 | $57.3M | $136.2M | ||
| Q2 25 | $4.7M | $115.5M | ||
| Q1 25 | $45.7M | $86.6M | ||
| Q4 24 | $94.0M | $138.9M | ||
| Q3 24 | $62.9M | $91.3M | ||
| Q2 24 | $70.4M | $98.4M |
自由现金流率FNST
| Q1 26 | — | 11.2% | ||
| Q4 25 | -0.5% | 16.6% | ||
| Q3 25 | 5.9% | 14.6% | ||
| Q2 25 | 0.5% | 12.2% | ||
| Q1 25 | 5.2% | 9.5% | ||
| Q4 24 | 11.3% | 15.3% | ||
| Q3 24 | 7.8% | 9.3% | ||
| Q2 24 | 9.3% | 9.5% |
资本支出强度FNST
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 5.4% | ||
| Q3 25 | 4.6% | 2.5% | ||
| Q2 25 | 5.5% | 2.7% | ||
| Q1 25 | 3.3% | 3.6% | ||
| Q4 24 | 2.6% | 3.5% | ||
| Q3 24 | 2.5% | 4.0% | ||
| Q2 24 | 1.7% | 4.4% |
现金转化率FNST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 0.41× | 3.19× | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 0.63× | 2.32× | ||
| Q1 25 | 0.91× | 1.70× | ||
| Q4 24 | 1.34× | 29.50× | ||
| Q3 24 | 1.07× | — | ||
| Q2 24 | 1.02× | 2.00× |
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% |
ST
暂无分部数据
