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Fabrinet（FN）与Tri Pointe Homes, Inc.（TPH）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Tri Pointe Homes, Inc.的1.2倍（$1.1B vs $972.6M），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 -22.4%），Tri Pointe Homes, Inc.自由现金流更多（$213.2M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs 1.8%）
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。
Tri Pointe Homes, Inc.是总部位于美国内华达州inclinet村的住宅建筑企业，为购房者提供融资及保险服务，业务覆盖亚利桑那、加利福尼亚、内华达、华盛顿、科罗拉多、得克萨斯、哥伦比亚特区、马里兰、北卡罗来纳、南卡罗来纳、弗吉尼亚等地区，按房屋交付量计算是美国第18大住宅建筑商。
FN vs TPH — 直观对比
营收规模更大
FN
是对方的1.2倍
$972.6M
营收增速更快
FN
高出58.3%
-22.4%
净利率更高
FN
高出3.8%
6.2%
自由现金流更多
TPH
多$218.5M
$-5.3M
两年增速更快
FN
近两年复合增速
1.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $972.6M |
| 净利润 | $112.6M | $60.2M |
| 毛利率 | 12.2% | — |
| 营业利润率 | 10.1% | 8.1% |
| 净利率 | 9.9% | 6.2% |
| 营收同比 | 35.9% | -22.4% |
| 净利润同比 | 30.0% | -53.4% |
| 每股收益（稀释后） | $3.11 | $0.70 |
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FNTPH
| Q4 25 | $1.1B | $972.6M | ||
| Q3 25 | $978.1M | $854.7M | ||
| Q2 25 | $909.7M | $902.4M | ||
| Q1 25 | $871.8M | $740.9M | ||
| Q4 24 | $833.6M | $1.3B | ||
| Q3 24 | $804.2M | $1.1B | ||
| Q2 24 | $753.3M | $1.2B | ||
| Q1 24 | $731.5M | $939.4M |
净利润FNTPH
| Q4 25 | $112.6M | $60.2M | ||
| Q3 25 | $95.9M | $56.1M | ||
| Q2 25 | $87.2M | $60.7M | ||
| Q1 25 | $81.3M | $64.0M | ||
| Q4 24 | $86.6M | $129.2M | ||
| Q3 24 | $77.4M | $111.8M | ||
| Q2 24 | $81.1M | $118.0M | ||
| Q1 24 | $80.9M | $99.1M |
毛利率FNTPH
| 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% | — | ||
| Q1 24 | 12.4% | — |
营业利润率FNTPH
| Q4 25 | 10.1% | 8.1% | ||
| Q3 25 | 9.6% | 8.1% | ||
| Q2 25 | 9.8% | 8.5% | ||
| Q1 25 | 9.0% | 10.4% | ||
| Q4 24 | 9.5% | 13.4% | ||
| Q3 24 | 9.6% | 12.6% | ||
| Q2 24 | 9.7% | 12.9% | ||
| Q1 24 | 9.7% | 12.3% |
净利率FNTPH
| Q4 25 | 9.9% | 6.2% | ||
| Q3 25 | 9.8% | 6.6% | ||
| Q2 25 | 9.6% | 6.7% | ||
| Q1 25 | 9.3% | 8.6% | ||
| Q4 24 | 10.4% | 10.3% | ||
| Q3 24 | 9.6% | 9.8% | ||
| Q2 24 | 10.8% | 10.2% | ||
| Q1 24 | 11.1% | 10.5% |
每股收益（稀释后）FNTPH
| Q4 25 | $3.11 | $0.70 | ||
| Q3 25 | $2.66 | $0.64 | ||
| Q2 25 | $2.41 | $0.68 | ||
| Q1 25 | $2.25 | $0.70 | ||
| Q4 24 | $2.38 | $1.37 | ||
| Q3 24 | $2.13 | $1.18 | ||
| Q2 24 | $2.22 | $1.25 | ||
| Q1 24 | $2.21 | $1.03 |
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 | $982.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $3.3B |
| 总资产 | $3.3B | $5.0B |
| 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FNTPH
| Q4 25 | $960.8M | $982.8M | ||
| Q3 25 | $968.8M | $792.0M | ||
| Q2 25 | $934.2M | $622.6M | ||
| Q1 25 | $950.7M | $812.9M | ||
| Q4 24 | $934.6M | $970.0M | ||
| Q3 24 | $908.9M | $676.0M | ||
| Q2 24 | $858.6M | $492.9M | ||
| Q1 24 | $794.0M | $944.0M |
总债务FNTPH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $646.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益FNTPH
| Q4 25 | $2.2B | $3.3B | ||
| Q3 25 | $2.1B | $3.3B | ||
| Q2 25 | $2.0B | $3.3B | ||
| Q1 25 | $1.9B | $3.3B | ||
| Q4 24 | $1.8B | $3.3B | ||
| Q3 24 | $1.8B | $3.2B | ||
| Q2 24 | $1.7B | $3.1B | ||
| Q1 24 | $1.7B | $3.0B |
总资产FNTPH
| Q4 25 | $3.3B | $5.0B | ||
| Q3 25 | $3.0B | $5.0B | ||
| Q2 25 | $2.8B | $4.8B | ||
| Q1 25 | $2.6B | $4.8B | ||
| Q4 24 | $2.5B | $4.9B | ||
| Q3 24 | $2.4B | $4.8B | ||
| Q2 24 | $2.3B | $4.6B | ||
| Q1 24 | $2.2B | $5.0B |
负债/权益比FNTPH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.19× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $221.0M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $213.2M |
| 自由现金流率自由现金流/营收 | -0.5% | 21.9% |
| 资本支出强度资本支出/营收 | 4.6% | 0.8% |
| 现金转化率经营现金流/净利润 | 0.41× | 3.67× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $128.5M |
8季度趋势，按日历期对齐
经营现金流FNTPH
| Q4 25 | $46.3M | $221.0M | ||
| Q3 25 | $102.6M | $45.9M | ||
| Q2 25 | $55.1M | $-74.3M | ||
| Q1 25 | $74.2M | $-31.2M | ||
| Q4 24 | $115.9M | $360.3M | ||
| Q3 24 | $83.2M | $167.9M | ||
| Q2 24 | $83.1M | $23.1M | ||
| Q1 24 | $100.9M | $144.7M |
自由现金流FNTPH
| Q4 25 | $-5.3M | $213.2M | ||
| Q3 25 | $57.3M | $39.1M | ||
| Q2 25 | $4.7M | $-84.5M | ||
| Q1 25 | $45.7M | $-39.3M | ||
| Q4 24 | $94.0M | $355.9M | ||
| Q3 24 | $62.9M | $161.5M | ||
| Q2 24 | $70.4M | $17.0M | ||
| Q1 24 | $87.3M | $138.3M |
自由现金流率FNTPH
| Q4 25 | -0.5% | 21.9% | ||
| Q3 25 | 5.9% | 4.6% | ||
| Q2 25 | 0.5% | -9.4% | ||
| Q1 25 | 5.2% | -5.3% | ||
| Q4 24 | 11.3% | 28.4% | ||
| Q3 24 | 7.8% | 14.1% | ||
| Q2 24 | 9.3% | 1.5% | ||
| Q1 24 | 11.9% | 14.7% |
资本支出强度FNTPH
| Q4 25 | 4.6% | 0.8% | ||
| Q3 25 | 4.6% | 0.8% | ||
| Q2 25 | 5.5% | 1.1% | ||
| Q1 25 | 3.3% | 1.1% | ||
| Q4 24 | 2.6% | 0.3% | ||
| Q3 24 | 2.5% | 0.6% | ||
| Q2 24 | 1.7% | 0.5% | ||
| Q1 24 | 1.9% | 0.7% |
现金转化率FNTPH
| Q4 25 | 0.41× | 3.67× | ||
| Q3 25 | 1.07× | 0.82× | ||
| Q2 25 | 0.63× | -1.22× | ||
| Q1 25 | 0.91× | -0.49× | ||
| Q4 24 | 1.34× | 2.79× | ||
| Q3 24 | 1.07× | 1.50× | ||
| Q2 24 | 1.02× | 0.20× | ||
| Q1 24 | 1.25× | 1.46× |
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% |
TPH
| West | $547.8M | 56% |
| Central | $245.1M | 25% |
| East | $161.8M | 17% |
| Financial Services Segment | $18.0M | 2% |
| Land | $7.9M | 1% |
