vs
Fabrinet（FN）与Veralto（VLTO）财务数据对比。点击上方公司名可切换其他公司
Veralto的季度营收约是Fabrinet的1.3倍（$1.4B vs $1.1B），Veralto净利率更高（17.9% vs 9.9%，领先7.9%），Fabrinet同比增速更快（35.9% vs 6.8%），Veralto自由现金流更多（$170.0M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs 6.8%）
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。
Veralto是总部位于美国马萨诸塞州沃尔瑟姆的科技企业，核心业务覆盖水分析、水处理、标识喷码、包装及色彩管理相关产品的研发与生产，面向全球多领域客户提供适配的技术产品及配套服务。
FN vs VLTO — 直观对比
营收规模更大
VLTO
是对方的1.3倍
$1.1B
营收增速更快
FN
高出29.1%
6.8%
净利率更高
VLTO
高出7.9%
9.9%
自由现金流更多
VLTO
多$175.3M
$-5.3M
两年增速更快
FN
近两年复合增速
6.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.4B |
| 净利润 | $112.6M | $254.0M |
| 毛利率 | 12.2% | 60.1% |
| 营业利润率 | 10.1% | 23.8% |
| 净利率 | 9.9% | 17.9% |
| 营收同比 | 35.9% | 6.8% |
| 净利润同比 | 30.0% | 12.9% |
| 每股收益（稀释后） | $3.11 | $1.02 |
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FNVLTO
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $978.1M | $1.4B | ||
| Q2 25 | $909.7M | $1.3B | ||
| Q1 25 | $871.8M | — | ||
| Q4 24 | $833.6M | $1.3B | ||
| Q3 24 | $804.2M | $1.3B | ||
| Q2 24 | $753.3M | $1.3B |
净利润FNVLTO
| Q1 26 | — | $254.0M | ||
| Q4 25 | $112.6M | $239.0M | ||
| Q3 25 | $95.9M | $222.0M | ||
| Q2 25 | $87.2M | $225.0M | ||
| Q1 25 | $81.3M | — | ||
| Q4 24 | $86.6M | $227.0M | ||
| Q3 24 | $77.4M | $219.0M | ||
| Q2 24 | $81.1M | $203.0M |
毛利率FNVLTO
| Q1 26 | — | 60.1% | ||
| Q4 25 | 12.2% | 60.1% | ||
| Q3 25 | 11.9% | 60.0% | ||
| Q2 25 | 12.2% | 60.4% | ||
| Q1 25 | 11.7% | — | ||
| Q4 24 | 12.1% | 59.6% | ||
| Q3 24 | 12.3% | 59.6% | ||
| Q2 24 | 12.3% | 60.1% |
营业利润率FNVLTO
| Q1 26 | — | 23.8% | ||
| Q4 25 | 10.1% | 23.2% | ||
| Q3 25 | 9.6% | 22.8% | ||
| Q2 25 | 9.8% | 24.2% | ||
| Q1 25 | 9.0% | — | ||
| Q4 24 | 9.5% | 22.9% | ||
| Q3 24 | 9.6% | 23.4% | ||
| Q2 24 | 9.7% | 23.2% |
净利率FNVLTO
| Q1 26 | — | 17.9% | ||
| Q4 25 | 9.9% | 17.0% | ||
| Q3 25 | 9.8% | 16.2% | ||
| Q2 25 | 9.6% | 16.9% | ||
| Q1 25 | 9.3% | — | ||
| Q4 24 | 10.4% | 16.9% | ||
| Q3 24 | 9.6% | 16.7% | ||
| Q2 24 | 10.8% | 15.8% |
每股收益（稀释后）FNVLTO
| Q1 26 | — | $1.02 | ||
| Q4 25 | $3.11 | $0.95 | ||
| Q3 25 | $2.66 | $0.89 | ||
| Q2 25 | $2.41 | $0.90 | ||
| Q1 25 | $2.25 | — | ||
| Q4 24 | $2.38 | $0.91 | ||
| Q3 24 | $2.13 | $0.88 | ||
| Q2 24 | $2.22 | $0.81 |
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 | — |
| 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FNVLTO
| Q1 26 | — | — | ||
| Q4 25 | $960.8M | $1.8B | ||
| Q3 25 | $968.8M | $1.6B | ||
| Q2 25 | $934.2M | $1.2B | ||
| Q1 25 | $950.7M | — | ||
| Q4 24 | $934.6M | $1.1B | ||
| Q3 24 | $908.9M | $1.3B | ||
| Q2 24 | $858.6M | $1.0B |
总债务FNVLTO
| Q1 26 | — | — | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | $2.6B |
股东权益FNVLTO
| Q1 26 | — | — | ||
| Q4 25 | $2.2B | $2.8B | ||
| Q3 25 | $2.1B | $2.7B | ||
| Q2 25 | $2.0B | $2.3B | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.8B | $2.0B | ||
| Q3 24 | $1.8B | $2.0B | ||
| Q2 24 | $1.7B | $1.7B |
总资产FNVLTO
| Q1 26 | — | — | ||
| Q4 25 | $3.3B | $7.4B | ||
| Q3 25 | $3.0B | $7.2B | ||
| Q2 25 | $2.8B | $6.6B | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.5B | $6.4B | ||
| Q3 24 | $2.4B | $6.3B | ||
| Q2 24 | $2.3B | $5.9B |
负债/权益比FNVLTO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.94× | ||
| Q3 25 | — | 1.01× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.28× | ||
| Q3 24 | — | 1.35× | ||
| Q2 24 | — | 1.57× |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $170.0M |
| 自由现金流率自由现金流/营收 | -0.5% | 12.0% |
| 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× | 0.72× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $893.0M |
8季度趋势，按日历期对齐
经营现金流FNVLTO
| Q1 26 | — | $182.0M | ||
| Q4 25 | $46.3M | $270.0M | ||
| Q3 25 | $102.6M | $339.0M | ||
| Q2 25 | $55.1M | $157.0M | ||
| Q1 25 | $74.2M | — | ||
| Q4 24 | $115.9M | $285.0M | ||
| Q3 24 | $83.2M | $224.0M | ||
| Q2 24 | $83.1M | $251.0M |
自由现金流FNVLTO
| Q1 26 | — | $170.0M | ||
| Q4 25 | $-5.3M | $258.0M | ||
| Q3 25 | $57.3M | $323.0M | ||
| Q2 25 | $4.7M | $142.0M | ||
| Q1 25 | $45.7M | — | ||
| Q4 24 | $94.0M | $263.0M | ||
| Q3 24 | $62.9M | $215.0M | ||
| Q2 24 | $70.4M | $240.0M |
自由现金流率FNVLTO
| Q1 26 | — | 12.0% | ||
| Q4 25 | -0.5% | 18.4% | ||
| Q3 25 | 5.9% | 23.6% | ||
| Q2 25 | 0.5% | 10.7% | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 11.3% | 19.6% | ||
| Q3 24 | 7.8% | 16.4% | ||
| Q2 24 | 9.3% | 18.6% |
资本支出强度FNVLTO
| Q1 26 | — | 0.8% | ||
| Q4 25 | 4.6% | 0.9% | ||
| Q3 25 | 4.6% | 1.2% | ||
| Q2 25 | 5.5% | 1.1% | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 2.6% | 1.6% | ||
| Q3 24 | 2.5% | 0.7% | ||
| Q2 24 | 1.7% | 0.9% |
现金转化率FNVLTO
| Q1 26 | — | 0.72× | ||
| Q4 25 | 0.41× | 1.13× | ||
| Q3 25 | 1.07× | 1.53× | ||
| Q2 25 | 0.63× | 0.70× | ||
| Q1 25 | 0.91× | — | ||
| Q4 24 | 1.34× | 1.26× | ||
| Q3 24 | 1.07× | 1.02× | ||
| Q2 24 | 1.02× | 1.24× |
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% |
VLTO
暂无分部数据
