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FS Bancorp, Inc.(FSBW)与IMPINJ INC(PI)财务数据对比。点击上方公司名可切换其他公司
IMPINJ INC的季度营收约是FS Bancorp, Inc.的1.9倍($74.3M vs $40.0M),FS Bancorp, Inc.同比增速更快(12.0% vs -0.0%),FS Bancorp, Inc.自由现金流更多($51.9M vs $2.2M),过去两年FS Bancorp, Inc.的营收复合增速更高(6.2% vs -14.9%)
FS Bancorp, Inc.是总部位于美国的银行控股公司,为华盛顿第一安全银行的母公司,主要面向美国太平洋西北地区客户提供各类个人及商业银行服务,包括存款产品、住房贷款、小微企业融资、建筑贷款等,核心业务涵盖零售银行、商业银行及住房信贷三大板块。
Impinj Inc.是一家美国射频识别(RFID)设备及软件提供商,成立于2000年,总部位于华盛顿州西雅图,源自加州理工学院Carver Mead与Chris Diorio的研究成果。公司主营EPC Class 1 Gen 2无源超高频RFID芯片、读写器、读写器芯片、天线,以及芯片编码、业务数据采集相关的软件应用,为各行业RFID应用提供全链路产品支持。
FSBW vs PI — 直观对比
营收规模更大
PI
是对方的1.9倍
$40.0M
营收增速更快
FSBW
高出12.0%
-0.0%
自由现金流更多
FSBW
多$49.7M
$2.2M
两年增速更快
FSBW
近两年复合增速
-14.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $40.0M | $74.3M |
| 净利润 | — | $8.3M |
| 毛利率 | — | 49.1% |
| 营业利润率 | 25.8% | 30.5% |
| 净利率 | — | 11.2% |
| 营收同比 | 12.0% | -0.0% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $1.11 | $0.14 |
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
FSBW
PI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $40.0M | $92.8M | ||
| Q3 25 | $39.3M | $96.1M | ||
| Q2 25 | $37.3M | $97.9M | ||
| Q1 25 | $36.1M | $74.3M | ||
| Q4 24 | $35.7M | $91.6M | ||
| Q3 24 | $37.2M | $95.2M | ||
| Q2 24 | $36.3M | $102.5M |
净利润
FSBW
PI
| Q1 26 | — | $8.3M | ||
| Q4 25 | — | $-1.1M | ||
| Q3 25 | $9.2M | $-12.8M | ||
| Q2 25 | $7.7M | $11.6M | ||
| Q1 25 | $8.0M | $-8.5M | ||
| Q4 24 | — | $-2.7M | ||
| Q3 24 | $10.3M | $221.0K | ||
| Q2 24 | $9.0M | $10.0M |
毛利率
FSBW
PI
| Q1 26 | — | 49.1% | ||
| Q4 25 | — | 51.8% | ||
| Q3 25 | — | 50.3% | ||
| Q2 25 | — | 57.8% | ||
| Q1 25 | — | 49.4% | ||
| Q4 24 | — | 50.5% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 56.1% |
营业利润率
FSBW
PI
| Q1 26 | — | 30.5% | ||
| Q4 25 | 25.8% | -2.9% | ||
| Q3 25 | 29.5% | 0.7% | ||
| Q2 25 | 26.2% | 11.1% | ||
| Q1 25 | 26.2% | -12.9% | ||
| Q4 24 | 27.6% | -3.9% | ||
| Q3 24 | 26.5% | -0.8% | ||
| Q2 24 | 31.3% | 8.8% |
净利率
FSBW
PI
| Q1 26 | — | 11.2% | ||
| Q4 25 | — | -1.2% | ||
| Q3 25 | 23.4% | -13.3% | ||
| Q2 25 | 20.7% | 11.8% | ||
| Q1 25 | 22.2% | -11.4% | ||
| Q4 24 | — | -2.9% | ||
| Q3 24 | 27.6% | 0.2% | ||
| Q2 24 | 24.7% | 9.7% |
每股收益(稀释后)
FSBW
PI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $1.11 | $-0.02 | ||
| Q3 25 | $1.18 | $-0.44 | ||
| Q2 25 | $0.99 | $0.39 | ||
| Q1 25 | $1.01 | $-0.30 | ||
| Q4 24 | $0.88 | $-0.06 | ||
| Q3 24 | $1.29 | $0.01 | ||
| Q2 24 | $1.13 | $0.34 |
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 | $28.2M | $131.8M |
| 总债务越低越好 | — | $241.5M |
| 股东权益账面价值 | $307.7M | — |
| 总资产 | $3.2B | $502.5M |
| 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
FSBW
PI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $28.2M | $175.3M | ||
| Q3 25 | $61.3M | $190.1M | ||
| Q2 25 | $33.2M | $193.2M | ||
| Q1 25 | $62.7M | $147.9M | ||
| Q4 24 | $31.6M | $164.7M | ||
| Q3 24 | $40.3M | $170.3M | ||
| Q2 24 | $33.0M | $220.2M |
总债务
FSBW
PI
| Q1 26 | — | $241.5M | ||
| Q4 25 | — | $280.9M | ||
| Q3 25 | — | $280.4M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $283.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
FSBW
PI
| Q1 26 | — | — | ||
| Q4 25 | $307.7M | $209.2M | ||
| Q3 25 | $300.5M | $195.0M | ||
| Q2 25 | $297.2M | $187.7M | ||
| Q1 25 | $298.8M | $160.6M | ||
| Q4 24 | $295.8M | $149.9M | ||
| Q3 24 | $288.9M | $136.1M | ||
| Q2 24 | $284.0M | $117.0M |
总资产
FSBW
PI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $3.2B | $545.2M | ||
| Q3 25 | $3.2B | $516.5M | ||
| Q2 25 | $3.2B | $508.8M | ||
| Q1 25 | $3.1B | $479.8M | ||
| Q4 24 | $3.0B | $489.1M | ||
| Q3 24 | $3.0B | $476.4M | ||
| Q2 24 | $2.9B | $446.1M |
负债/权益比
FSBW
PI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.89× | ||
| Q3 24 | — | — | ||
| Q2 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 | $72.3M | — |
| 自由现金流经营现金流 - 资本支出 | $51.9M | $2.2M |
| 自由现金流率自由现金流/营收 | 129.8% | 3.0% |
| 资本支出强度资本支出/营收 | 50.9% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $107.2M | $61.1M |
8季度趋势,按日历期对齐
经营现金流
FSBW
PI
| Q1 26 | — | — | ||
| Q4 25 | $72.3M | $15.1M | ||
| Q3 25 | $44.6M | $20.9M | ||
| Q2 25 | $7.1M | $33.9M | ||
| Q1 25 | $8.2M | $-11.1M | ||
| Q4 24 | $50.8M | $12.6M | ||
| Q3 24 | $-891.0K | $10.1M | ||
| Q2 24 | $9.9M | $45.5M |
自由现金流
FSBW
PI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $51.9M | $13.6M | ||
| Q3 25 | $41.6M | $18.0M | ||
| Q2 25 | $5.9M | $27.3M | ||
| Q1 25 | $7.8M | $-13.0M | ||
| Q4 24 | $49.2M | $8.5M | ||
| Q3 24 | $-1.5M | $4.7M | ||
| Q2 24 | $9.6M | $44.1M |
自由现金流率
FSBW
PI
| Q1 26 | — | 3.0% | ||
| Q4 25 | 129.8% | 14.7% | ||
| Q3 25 | 105.9% | 18.7% | ||
| Q2 25 | 15.7% | 27.9% | ||
| Q1 25 | 21.7% | -17.5% | ||
| Q4 24 | 137.7% | 9.3% | ||
| Q3 24 | -4.1% | 4.9% | ||
| Q2 24 | 26.6% | 43.0% |
资本支出强度
FSBW
PI
| Q1 26 | — | — | ||
| Q4 25 | 50.9% | 1.6% | ||
| Q3 25 | 7.7% | 3.1% | ||
| Q2 25 | 3.5% | 6.7% | ||
| Q1 25 | 1.0% | 2.5% | ||
| Q4 24 | 4.6% | 4.5% | ||
| Q3 24 | 1.7% | 5.7% | ||
| Q2 24 | 0.8% | 1.3% |
现金转化率
FSBW
PI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 4.86× | — | ||
| Q2 25 | 0.92× | 2.93× | ||
| Q1 25 | 1.02× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -0.09× | 45.56× | ||
| Q2 24 | 1.11× | 4.56× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图