vs
Fabrinet（FN）与WHITE MOUNTAINS INSURANCE GROUP LTD（WTM）财务数据对比。点击上方公司名可切换其他公司
WHITE MOUNTAINS INSURANCE GROUP LTD的季度营收约是Fabrinet的1.4倍（$1.6B vs $1.1B），WHITE MOUNTAINS INSURANCE GROUP LTD净利率更高（52.1% vs 9.9%，领先42.2%），WHITE MOUNTAINS INSURANCE GROUP LTD同比增速更快（348.0% vs 35.9%），过去两年WHITE MOUNTAINS INSURANCE GROUP LTD的营收复合增速更高（57.4% 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。
怀特山保险集团是一家多元化保险及相关金融服务控股企业，总部位于百慕大汉密尔顿，1999年10月25日从美国特拉华州迁册至当前注册地，大部分业务通过旗下保险子公司及其他关联机构开展，覆盖多个保险及金融服务细分赛道。
FN vs WTM — 直观对比
营收规模更大
WTM
是对方的1.4倍
$1.1B
营收增速更快
WTM
高出312.1%
35.9%
净利率更高
WTM
高出42.2%
9.9%
两年增速更快
WTM
近两年复合增速
24.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.6B |
| 净利润 | $112.6M | $835.8M |
| 毛利率 | 12.2% | 97.1% |
| 营业利润率 | 10.1% | 56.2% |
| 净利率 | 9.9% | 52.1% |
| 营收同比 | 35.9% | 348.0% |
| 净利润同比 | 30.0% | 741.0% |
| 每股收益（稀释后） | $3.11 | $325.02 |
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FNWTM
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $978.1M | $864.2M | ||
| Q2 25 | $909.7M | $689.2M | ||
| Q1 25 | $871.8M | $577.8M | ||
| Q4 24 | $833.6M | $358.0M | ||
| Q3 24 | $804.2M | $839.1M | ||
| Q2 24 | $753.3M | $395.4M | ||
| Q1 24 | $731.5M | $647.3M |
净利润FNWTM
| Q4 25 | $112.6M | $835.8M | ||
| Q3 25 | $95.9M | $113.8M | ||
| Q2 25 | $87.2M | $122.9M | ||
| Q1 25 | $81.3M | $33.9M | ||
| Q4 24 | $86.6M | $-130.4M | ||
| Q3 24 | $77.4M | $179.0M | ||
| Q2 24 | $81.1M | $-54.6M | ||
| Q1 24 | $80.9M | $236.4M |
毛利率FNWTM
| Q4 25 | 12.2% | 97.1% | ||
| Q3 25 | 11.9% | 93.6% | ||
| Q2 25 | 12.2% | 93.8% | ||
| Q1 25 | 11.7% | 98.7% | ||
| Q4 24 | 12.1% | 97.9% | ||
| Q3 24 | 12.3% | 99.1% | ||
| Q2 24 | 12.3% | 98.2% | ||
| Q1 24 | 12.4% | 98.8% |
营业利润率FNWTM
| Q4 25 | 10.1% | 56.2% | ||
| Q3 25 | 9.6% | 20.7% | ||
| Q2 25 | 9.8% | 25.6% | ||
| Q1 25 | 9.0% | 12.5% | ||
| Q4 24 | 9.5% | -33.7% | ||
| Q3 24 | 9.6% | 28.5% | ||
| Q2 24 | 9.7% | -8.8% | ||
| Q1 24 | 9.7% | 35.9% |
净利率FNWTM
| Q4 25 | 9.9% | 52.1% | ||
| Q3 25 | 9.8% | 13.2% | ||
| Q2 25 | 9.6% | 17.8% | ||
| Q1 25 | 9.3% | 5.9% | ||
| Q4 24 | 10.4% | -36.4% | ||
| Q3 24 | 9.6% | 21.3% | ||
| Q2 24 | 10.8% | -13.8% | ||
| Q1 24 | 11.1% | 36.5% |
每股收益（稀释后）FNWTM
| Q4 25 | $3.11 | $325.02 | ||
| Q3 25 | $2.66 | $44.18 | ||
| Q2 25 | $2.41 | $47.75 | ||
| Q1 25 | $2.25 | $13.19 | ||
| Q4 24 | $2.38 | $-50.98 | ||
| Q3 24 | $2.13 | $69.68 | ||
| Q2 24 | $2.22 | $-21.24 | ||
| Q1 24 | $2.21 | $92.33 |
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 | — | $837.0M |
| 股东权益账面价值 | $2.2B | $5.4B |
| 总资产 | $3.3B | $12.3B |
| 负债/权益比越低杠杆越低 | — | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资FNWTM
| Q4 25 | $960.8M | — | ||
| Q3 25 | $968.8M | — | ||
| Q2 25 | $934.2M | — | ||
| Q1 25 | $950.7M | — | ||
| Q4 24 | $934.6M | — | ||
| Q3 24 | $908.9M | — | ||
| Q2 24 | $858.6M | — | ||
| Q1 24 | $794.0M | — |
总债务FNWTM
| Q4 25 | — | $837.0M | ||
| Q3 25 | — | $870.4M | ||
| Q2 25 | — | $694.6M | ||
| Q1 25 | — | $676.1M | ||
| Q4 24 | — | $562.5M | ||
| Q3 24 | — | $544.9M | ||
| Q2 24 | — | $530.2M | ||
| Q1 24 | — | $532.1M |
股东权益FNWTM
| Q4 25 | $2.2B | $5.4B | ||
| Q3 25 | $2.1B | $4.8B | ||
| Q2 25 | $2.0B | $4.6B | ||
| Q1 25 | $1.9B | $4.5B | ||
| Q4 24 | $1.8B | $4.5B | ||
| Q3 24 | $1.8B | $4.6B | ||
| Q2 24 | $1.7B | $4.4B | ||
| Q1 24 | $1.7B | $4.5B |
总资产FNWTM
| Q4 25 | $3.3B | $12.3B | ||
| Q3 25 | $3.0B | $12.3B | ||
| Q2 25 | $2.8B | $11.8B | ||
| Q1 25 | $2.6B | $11.0B | ||
| Q4 24 | $2.5B | $9.9B | ||
| Q3 24 | $2.4B | $10.3B | ||
| Q2 24 | $2.3B | $10.2B | ||
| Q1 24 | $2.2B | $9.6B |
负债/权益比FNWTM
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.18× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.12× | ||
| Q2 24 | — | 0.12× | ||
| Q1 24 | — | 0.12× |
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 | $53.9M |
| 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× | 0.06× |
| 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FNWTM
| Q4 25 | $46.3M | $53.9M | ||
| Q3 25 | $102.6M | $359.3M | ||
| Q2 25 | $55.1M | $177.5M | ||
| Q1 25 | $74.2M | $-40.2M | ||
| Q4 24 | $115.9M | $64.1M | ||
| Q3 24 | $83.2M | $269.4M | ||
| Q2 24 | $83.1M | $216.8M | ||
| Q1 24 | $100.9M | $36.5M |
自由现金流FNWTM
| Q4 25 | $-5.3M | — | ||
| Q3 25 | $57.3M | — | ||
| Q2 25 | $4.7M | — | ||
| Q1 25 | $45.7M | — | ||
| Q4 24 | $94.0M | — | ||
| Q3 24 | $62.9M | — | ||
| Q2 24 | $70.4M | — | ||
| Q1 24 | $87.3M | — |
自由现金流率FNWTM
| Q4 25 | -0.5% | — | ||
| Q3 25 | 5.9% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 11.3% | — | ||
| Q3 24 | 7.8% | — | ||
| Q2 24 | 9.3% | — | ||
| Q1 24 | 11.9% | — |
资本支出强度FNWTM
| Q4 25 | 4.6% | — | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | 5.5% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 1.7% | — | ||
| Q1 24 | 1.9% | — |
现金转化率FNWTM
| Q4 25 | 0.41× | 0.06× | ||
| Q3 25 | 1.07× | 3.16× | ||
| Q2 25 | 0.63× | 1.44× | ||
| Q1 25 | 0.91× | -1.19× | ||
| Q4 24 | 1.34× | — | ||
| Q3 24 | 1.07× | 1.51× | ||
| Q2 24 | 1.02× | — | ||
| Q1 24 | 1.25× | 0.15× |
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% |
WTM
暂无分部数据
