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Fabrinet（FN）与STEWART INFORMATION SERVICES CORP（STC）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STEWART INFORMATION SERVICES CORP的1.5倍（$1.1B vs $764.6M），Fabrinet净利率更高（9.9% vs 2.2%，领先7.7%），Fabrinet同比增速更快（35.9% vs 27.7%），过去两年Fabrinet的营收复合增速更高（24.4% vs 12.7%）
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。
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
FN vs STC — 直观对比
营收规模更大
FN
是对方的1.5倍
$764.6M
营收增速更快
FN
高出8.2%
27.7%
净利率更高
FN
高出7.7%
2.2%
两年增速更快
FN
近两年复合增速
12.7%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $764.6M |
| 净利润 | $112.6M | $17.0M |
| 毛利率 | 12.2% | — |
| 营业利润率 | 10.1% | — |
| 净利率 | 9.9% | 2.2% |
| 营收同比 | 35.9% | 27.7% |
| 净利润同比 | 30.0% | 448.4% |
| 每股收益（稀释后） | $3.11 | — |
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FNSTC
| Q1 26 | — | $764.6M | ||
| Q4 25 | $1.1B | $790.6M | ||
| Q3 25 | $978.1M | $796.9M | ||
| Q2 25 | $909.7M | $722.2M | ||
| Q1 25 | $871.8M | $612.0M | ||
| Q4 24 | $833.6M | $665.9M | ||
| Q3 24 | $804.2M | $667.9M | ||
| Q2 24 | $753.3M | $602.2M |
净利润FNSTC
| Q1 26 | — | $17.0M | ||
| Q4 25 | $112.6M | $36.3M | ||
| Q3 25 | $95.9M | $44.3M | ||
| Q2 25 | $87.2M | $31.9M | ||
| Q1 25 | $81.3M | $3.1M | ||
| Q4 24 | $86.6M | $22.7M | ||
| Q3 24 | $77.4M | $30.1M | ||
| Q2 24 | $81.1M | $17.3M |
毛利率FNSTC
| Q1 26 | — | — | ||
| 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% | — |
营业利润率FNSTC
| Q1 26 | — | — | ||
| Q4 25 | 10.1% | 6.5% | ||
| Q3 25 | 9.6% | 7.7% | ||
| Q2 25 | 9.8% | 6.5% | ||
| Q1 25 | 9.0% | 1.0% | ||
| Q4 24 | 9.5% | 5.3% | ||
| Q3 24 | 9.6% | 6.4% | ||
| Q2 24 | 9.7% | 4.8% |
净利率FNSTC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 9.9% | 4.6% | ||
| Q3 25 | 9.8% | 5.6% | ||
| Q2 25 | 9.6% | 4.4% | ||
| Q1 25 | 9.3% | 0.5% | ||
| Q4 24 | 10.4% | 3.4% | ||
| Q3 24 | 9.6% | 4.5% | ||
| Q2 24 | 10.8% | 2.9% |
每股收益（稀释后）FNSTC
| Q1 26 | — | — | ||
| Q4 25 | $3.11 | $1.26 | ||
| Q3 25 | $2.66 | $1.55 | ||
| Q2 25 | $2.41 | $1.13 | ||
| Q1 25 | $2.25 | $0.11 | ||
| Q4 24 | $2.38 | $0.81 | ||
| Q3 24 | $2.13 | $1.07 | ||
| Q2 24 | $2.22 | $0.62 |
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 | $317.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | — |
| 总资产 | $3.3B | — |
| 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FNSTC
| Q1 26 | — | $317.5M | ||
| Q4 25 | $960.8M | $369.7M | ||
| Q3 25 | $968.8M | $233.2M | ||
| Q2 25 | $934.2M | $223.8M | ||
| Q1 25 | $950.7M | $194.2M | ||
| Q4 24 | $934.6M | $257.5M | ||
| Q3 24 | $908.9M | $228.7M | ||
| Q2 24 | $858.6M | $176.7M |
总债务FNSTC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $445.8M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益FNSTC
| Q1 26 | — | — | ||
| Q4 25 | $2.2B | $1.6B | ||
| Q3 25 | $2.1B | $1.5B | ||
| Q2 25 | $2.0B | $1.4B | ||
| Q1 25 | $1.9B | $1.4B | ||
| Q4 24 | $1.8B | $1.4B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.7B | $1.4B |
总资产FNSTC
| Q1 26 | — | — | ||
| Q4 25 | $3.3B | $3.3B | ||
| Q3 25 | $3.0B | $2.8B | ||
| Q2 25 | $2.8B | $2.8B | ||
| Q1 25 | $2.6B | $2.7B | ||
| Q4 24 | $2.5B | $2.7B | ||
| Q3 24 | $2.4B | $2.7B | ||
| Q2 24 | $2.3B | $2.6B |
负债/权益比FNSTC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.32× | ||
| 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 | — |
| 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FNSTC
| Q1 26 | — | — | ||
| Q4 25 | $46.3M | $89.5M | ||
| Q3 25 | $102.6M | $92.6M | ||
| Q2 25 | $55.1M | $53.4M | ||
| Q1 25 | $74.2M | $-29.9M | ||
| Q4 24 | $115.9M | $68.0M | ||
| Q3 24 | $83.2M | $76.1M | ||
| Q2 24 | $83.1M | $21.1M |
自由现金流FNSTC
| Q1 26 | — | — | ||
| Q4 25 | $-5.3M | $62.3M | ||
| Q3 25 | $57.3M | $73.6M | ||
| Q2 25 | $4.7M | $38.7M | ||
| Q1 25 | $45.7M | $-42.2M | ||
| Q4 24 | $94.0M | $55.6M | ||
| Q3 24 | $62.9M | $67.4M | ||
| Q2 24 | $70.4M | $11.9M |
自由现金流率FNSTC
| Q1 26 | — | — | ||
| Q4 25 | -0.5% | 7.9% | ||
| Q3 25 | 5.9% | 9.2% | ||
| Q2 25 | 0.5% | 5.4% | ||
| Q1 25 | 5.2% | -6.9% | ||
| Q4 24 | 11.3% | 8.4% | ||
| Q3 24 | 7.8% | 10.1% | ||
| Q2 24 | 9.3% | 2.0% |
资本支出强度FNSTC
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 3.4% | ||
| Q3 25 | 4.6% | 2.4% | ||
| Q2 25 | 5.5% | 2.0% | ||
| Q1 25 | 3.3% | 2.0% | ||
| Q4 24 | 2.6% | 1.9% | ||
| Q3 24 | 2.5% | 1.3% | ||
| Q2 24 | 1.7% | 1.5% |
现金转化率FNSTC
| Q1 26 | — | — | ||
| Q4 25 | 0.41× | 2.47× | ||
| Q3 25 | 1.07× | 2.09× | ||
| Q2 25 | 0.63× | 1.67× | ||
| Q1 25 | 0.91× | -9.73× | ||
| Q4 24 | 1.34× | 2.99× | ||
| Q3 24 | 1.07× | 2.53× | ||
| Q2 24 | 1.02× | 1.22× |
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% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
