vs
Fabrinet（FN）与泰瑞达（TER）财务数据对比。点击上方公司名可切换其他公司
泰瑞达的季度营收约是Fabrinet的1.1倍（$1.3B vs $1.1B），泰瑞达净利率更高（31.1% vs 9.9%，领先21.2%），泰瑞达同比增速更快（87.0% vs 35.9%），过去两年泰瑞达的营收复合增速更高（32.6% 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。
泰瑞达是总部位于美国马萨诸塞州北雷丁的自动测试设备（ATE）设计及制造企业，在全球半导体测试领域拥有深厚技术积累，服务的知名客户涵盖三星、高通、英特尔、亚德诺、德州仪器、IBM等行业头部企业。
FN vs TER — 直观对比
营收规模更大
TER
是对方的1.1倍
$1.1B
营收增速更快
TER
高出51.1%
35.9%
净利率更高
TER
高出21.2%
9.9%
两年增速更快
TER
近两年复合增速
24.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.3B |
| 净利润 | $112.6M | $398.9M |
| 毛利率 | 12.2% | 60.9% |
| 营业利润率 | 10.1% | 36.9% |
| 净利率 | 9.9% | 31.1% |
| 营收同比 | 35.9% | 87.0% |
| 净利润同比 | 30.0% | — |
| 每股收益（稀释后） | $3.11 | $2.53 |
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FNTER
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $978.1M | $769.2M | ||
| Q2 25 | $909.7M | $651.8M | ||
| Q1 25 | $871.8M | $685.7M | ||
| Q4 24 | $833.6M | $752.9M | ||
| Q3 24 | $804.2M | $737.3M | ||
| Q2 24 | $753.3M | $729.9M |
净利润FNTER
| Q1 26 | — | $398.9M | ||
| Q4 25 | $112.6M | $257.2M | ||
| Q3 25 | $95.9M | $119.6M | ||
| Q2 25 | $87.2M | $78.4M | ||
| Q1 25 | $81.3M | $98.9M | ||
| Q4 24 | $86.6M | $146.3M | ||
| Q3 24 | $77.4M | $145.6M | ||
| Q2 24 | $81.1M | $186.3M |
毛利率FNTER
| Q1 26 | — | 60.9% | ||
| Q4 25 | 12.2% | 57.2% | ||
| Q3 25 | 11.9% | 58.4% | ||
| Q2 25 | 12.2% | 57.2% | ||
| Q1 25 | 11.7% | 60.6% | ||
| Q4 24 | 12.1% | 59.4% | ||
| Q3 24 | 12.3% | 59.2% | ||
| Q2 24 | 12.3% | 58.3% |
营业利润率FNTER
| Q1 26 | — | 36.9% | ||
| Q4 25 | 10.1% | 27.1% | ||
| Q3 25 | 9.6% | 18.9% | ||
| Q2 25 | 9.8% | 13.9% | ||
| Q1 25 | 9.0% | 17.6% | ||
| Q4 24 | 9.5% | 20.4% | ||
| Q3 24 | 9.6% | 20.6% | ||
| Q2 24 | 9.7% | 28.8% |
净利率FNTER
| Q1 26 | — | 31.1% | ||
| Q4 25 | 9.9% | 23.7% | ||
| Q3 25 | 9.8% | 15.5% | ||
| Q2 25 | 9.6% | 12.0% | ||
| Q1 25 | 9.3% | 14.4% | ||
| Q4 24 | 10.4% | 19.4% | ||
| Q3 24 | 9.6% | 19.8% | ||
| Q2 24 | 10.8% | 25.5% |
每股收益（稀释后）FNTER
| Q1 26 | — | $2.53 | ||
| Q4 25 | $3.11 | $1.62 | ||
| Q3 25 | $2.66 | $0.75 | ||
| Q2 25 | $2.41 | $0.49 | ||
| Q1 25 | $2.25 | $0.61 | ||
| Q4 24 | $2.38 | $0.89 | ||
| Q3 24 | $2.13 | $0.89 | ||
| Q2 24 | $2.22 | $1.14 |
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 | $241.9M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $2.2B | — |
| 总资产 | $3.3B | $4.4B |
| 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FNTER
| Q1 26 | — | $241.9M | ||
| Q4 25 | $960.8M | $293.8M | ||
| Q3 25 | $968.8M | $272.7M | ||
| Q2 25 | $934.2M | $339.3M | ||
| Q1 25 | $950.7M | $475.6M | ||
| Q4 24 | $934.6M | $553.4M | ||
| Q3 24 | $908.9M | $510.0M | ||
| Q2 24 | $858.6M | $421.9M |
总债务FNTER
| Q1 26 | — | $0 | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益FNTER
| Q1 26 | — | — | ||
| Q4 25 | $2.2B | $2.8B | ||
| Q3 25 | $2.1B | $2.7B | ||
| Q2 25 | $2.0B | $2.8B | ||
| Q1 25 | $1.9B | $2.8B | ||
| Q4 24 | $1.8B | $2.8B | ||
| Q3 24 | $1.8B | $2.9B | ||
| Q2 24 | $1.7B | $2.7B |
总资产FNTER
| Q1 26 | — | $4.4B | ||
| Q4 25 | $3.3B | $4.2B | ||
| Q3 25 | $3.0B | $4.0B | ||
| Q2 25 | $2.8B | $3.8B | ||
| Q1 25 | $2.6B | $3.7B | ||
| Q4 24 | $2.5B | $3.7B | ||
| Q3 24 | $2.4B | $3.8B | ||
| Q2 24 | $2.3B | $3.6B |
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 | $265.1M |
| 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× | 0.66× |
| 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FNTER
| Q1 26 | — | $265.1M | ||
| Q4 25 | $46.3M | $281.6M | ||
| Q3 25 | $102.6M | $49.0M | ||
| Q2 25 | $55.1M | $182.1M | ||
| Q1 25 | $74.2M | $161.6M | ||
| Q4 24 | $115.9M | $282.6M | ||
| Q3 24 | $83.2M | $166.3M | ||
| Q2 24 | $83.1M | $216.1M |
自由现金流FNTER
| Q1 26 | — | — | ||
| Q4 25 | $-5.3M | $218.8M | ||
| Q3 25 | $57.3M | $2.4M | ||
| Q2 25 | $4.7M | $131.7M | ||
| Q1 25 | $45.7M | $97.6M | ||
| Q4 24 | $94.0M | $225.2M | ||
| Q3 24 | $62.9M | $114.4M | ||
| Q2 24 | $70.4M | $171.2M |
自由现金流率FNTER
| Q1 26 | — | — | ||
| Q4 25 | -0.5% | 20.2% | ||
| Q3 25 | 5.9% | 0.3% | ||
| Q2 25 | 0.5% | 20.2% | ||
| Q1 25 | 5.2% | 14.2% | ||
| Q4 24 | 11.3% | 29.9% | ||
| Q3 24 | 7.8% | 15.5% | ||
| Q2 24 | 9.3% | 23.5% |
资本支出强度FNTER
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 5.8% | ||
| Q3 25 | 4.6% | 6.1% | ||
| Q2 25 | 5.5% | 7.7% | ||
| Q1 25 | 3.3% | 9.3% | ||
| Q4 24 | 2.6% | 7.6% | ||
| Q3 24 | 2.5% | 7.0% | ||
| Q2 24 | 1.7% | 6.1% |
现金转化率FNTER
| Q1 26 | — | 0.66× | ||
| Q4 25 | 0.41× | 1.09× | ||
| Q3 25 | 1.07× | 0.41× | ||
| Q2 25 | 0.63× | 2.32× | ||
| Q1 25 | 0.91× | 1.63× | ||
| Q4 24 | 1.34× | 1.93× | ||
| Q3 24 | 1.07× | 1.14× | ||
| Q2 24 | 1.02× | 1.16× |
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% |
TER
暂无分部数据
