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Fabrinet（FN）与Toast, Inc.（TOST）财务数据对比。点击上方公司名可切换其他公司
Toast, Inc.的季度营收约是Fabrinet的1.4倍（$1.6B vs $1.1B），Fabrinet净利率更高（9.9% vs 6.2%，领先3.8%），Fabrinet同比增速更快（35.9% vs 22.0%），Toast, Inc.自由现金流更多（$178.0M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs 23.3%）
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。
Toast, Inc.是总部位于美国马萨诸塞州波士顿的云餐饮管理软件企业，主打基于安卓操作系统研发的一体化销售点（POS）系统，可为餐饮商家提供涵盖收银、订单管理等在内的全场景门店经营解决方案。
FN vs TOST — 直观对比
营收规模更大
TOST
是对方的1.4倍
$1.1B
营收增速更快
FN
高出13.9%
22.0%
净利率更高
FN
高出3.8%
6.2%
自由现金流更多
TOST
多$183.3M
$-5.3M
两年增速更快
FN
近两年复合增速
23.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.6B |
| 净利润 | $112.6M | $101.0M |
| 毛利率 | 12.2% | 25.9% |
| 营业利润率 | 10.1% | 5.2% |
| 净利率 | 9.9% | 6.2% |
| 营收同比 | 35.9% | 22.0% |
| 净利润同比 | 30.0% | 215.6% |
| 每股收益（稀释后） | $3.11 | $0.18 |
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FNTOST
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $978.1M | $1.6B | ||
| Q2 25 | $909.7M | $1.6B | ||
| Q1 25 | $871.8M | $1.3B | ||
| Q4 24 | $833.6M | $1.3B | ||
| Q3 24 | $804.2M | $1.3B | ||
| Q2 24 | $753.3M | $1.2B | ||
| Q1 24 | $731.5M | $1.1B |
净利润FNTOST
| Q4 25 | $112.6M | $101.0M | ||
| Q3 25 | $95.9M | $105.0M | ||
| Q2 25 | $87.2M | $80.0M | ||
| Q1 25 | $81.3M | $56.0M | ||
| Q4 24 | $86.6M | $32.0M | ||
| Q3 24 | $77.4M | $56.0M | ||
| Q2 24 | $81.1M | $14.0M | ||
| Q1 24 | $80.9M | $-83.0M |
毛利率FNTOST
| Q4 25 | 12.2% | 25.9% | ||
| Q3 25 | 11.9% | 26.5% | ||
| Q2 25 | 12.2% | 25.3% | ||
| Q1 25 | 11.7% | 25.9% | ||
| Q4 24 | 12.1% | 24.9% | ||
| Q3 24 | 12.3% | 24.7% | ||
| Q2 24 | 12.3% | 23.0% | ||
| Q1 24 | 12.4% | 23.2% |
营业利润率FNTOST
| Q4 25 | 10.1% | 5.2% | ||
| Q3 25 | 9.6% | 5.1% | ||
| Q2 25 | 9.8% | 5.2% | ||
| Q1 25 | 9.0% | 3.2% | ||
| Q4 24 | 9.5% | 2.5% | ||
| Q3 24 | 9.6% | 2.6% | ||
| Q2 24 | 9.7% | 0.4% | ||
| Q1 24 | 9.7% | -5.2% |
净利率FNTOST
| Q4 25 | 9.9% | 6.2% | ||
| Q3 25 | 9.8% | 6.4% | ||
| Q2 25 | 9.6% | 5.2% | ||
| Q1 25 | 9.3% | 4.2% | ||
| Q4 24 | 10.4% | 2.4% | ||
| Q3 24 | 9.6% | 4.3% | ||
| Q2 24 | 10.8% | 1.1% | ||
| Q1 24 | 11.1% | -7.7% |
每股收益（稀释后）FNTOST
| Q4 25 | $3.11 | $0.18 | ||
| Q3 25 | $2.66 | $0.16 | ||
| Q2 25 | $2.41 | $0.13 | ||
| Q1 25 | $2.25 | $0.09 | ||
| Q4 24 | $2.38 | $0.09 | ||
| Q3 24 | $2.13 | $0.07 | ||
| Q2 24 | $2.22 | $0.02 | ||
| Q1 24 | $2.21 | $-0.15 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $2.1B |
| 总资产 | $3.3B | $3.1B |
| 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FNTOST
| Q4 25 | $960.8M | $1.4B | ||
| Q3 25 | $968.8M | $1.4B | ||
| Q2 25 | $934.2M | $1.2B | ||
| Q1 25 | $950.7M | $1.0B | ||
| Q4 24 | $934.6M | $903.0M | ||
| Q3 24 | $908.9M | $761.0M | ||
| Q2 24 | $858.6M | $691.0M | ||
| Q1 24 | $794.0M | $578.0M |
股东权益FNTOST
| Q4 25 | $2.2B | $2.1B | ||
| Q3 25 | $2.1B | $2.0B | ||
| Q2 25 | $2.0B | $1.8B | ||
| Q1 25 | $1.9B | $1.7B | ||
| Q4 24 | $1.8B | $1.5B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.7B | $1.3B | ||
| Q1 24 | $1.7B | $1.2B |
总资产FNTOST
| Q4 25 | $3.3B | $3.1B | ||
| Q3 25 | $3.0B | $3.0B | ||
| Q2 25 | $2.8B | $2.8B | ||
| Q1 25 | $2.6B | $2.6B | ||
| Q4 24 | $2.5B | $2.4B | ||
| Q3 24 | $2.4B | $2.2B | ||
| Q2 24 | $2.3B | $2.2B | ||
| Q1 24 | $2.2B | $2.1B |
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 | $194.0M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $178.0M |
| 自由现金流率自由现金流/营收 | -0.5% | 10.9% |
| 资本支出强度资本支出/营收 | 4.6% | 1.0% |
| 现金转化率经营现金流/净利润 | 0.41× | 1.92× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $608.0M |
8季度趋势，按日历期对齐
经营现金流FNTOST
| Q4 25 | $46.3M | $194.0M | ||
| Q3 25 | $102.6M | $165.0M | ||
| Q2 25 | $55.1M | $223.0M | ||
| Q1 25 | $74.2M | $79.0M | ||
| Q4 24 | $115.9M | $147.0M | ||
| Q3 24 | $83.2M | $109.0M | ||
| Q2 24 | $83.1M | $124.0M | ||
| Q1 24 | $100.9M | $-20.0M |
自由现金流FNTOST
| Q4 25 | $-5.3M | $178.0M | ||
| Q3 25 | $57.3M | $153.0M | ||
| Q2 25 | $4.7M | $208.0M | ||
| Q1 25 | $45.7M | $69.0M | ||
| Q4 24 | $94.0M | $134.0M | ||
| Q3 24 | $62.9M | $97.0M | ||
| Q2 24 | $70.4M | $108.0M | ||
| Q1 24 | $87.3M | $-33.0M |
自由现金流率FNTOST
| Q4 25 | -0.5% | 10.9% | ||
| Q3 25 | 5.9% | 9.4% | ||
| Q2 25 | 0.5% | 13.4% | ||
| Q1 25 | 5.2% | 5.2% | ||
| Q4 24 | 11.3% | 10.0% | ||
| Q3 24 | 7.8% | 7.4% | ||
| Q2 24 | 9.3% | 8.7% | ||
| Q1 24 | 11.9% | -3.1% |
资本支出强度FNTOST
| Q4 25 | 4.6% | 1.0% | ||
| Q3 25 | 4.6% | 0.7% | ||
| Q2 25 | 5.5% | 1.0% | ||
| Q1 25 | 3.3% | 0.7% | ||
| Q4 24 | 2.6% | 1.0% | ||
| Q3 24 | 2.5% | 0.9% | ||
| Q2 24 | 1.7% | 1.3% | ||
| Q1 24 | 1.9% | 1.2% |
现金转化率FNTOST
| Q4 25 | 0.41× | 1.92× | ||
| Q3 25 | 1.07× | 1.57× | ||
| Q2 25 | 0.63× | 2.79× | ||
| Q1 25 | 0.91× | 1.41× | ||
| Q4 24 | 1.34× | 4.59× | ||
| Q3 24 | 1.07× | 1.95× | ||
| Q2 24 | 1.02× | 8.86× | ||
| Q1 24 | 1.25× | — |
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% |
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
