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第一太阳能（FSLR）与Primo Brands Corp（PRMB）财务数据对比。点击上方公司名可切换其他公司
Primo Brands Corp的季度营收约是第一太阳能的1.6倍（$1.6B vs $1.0B），第一太阳能净利率更高（33.2% vs 1.7%，领先31.5%），第一太阳能同比增速更快（23.6% vs 0.8%），过去两年Primo Brands Corp的营收复合增速更高（19.7% vs 1.7%）
第一太阳能是美国上市光伏面板制造商，1990年成立时名为Solar Cells, Inc.，1999年被True North Partners收购后改为现名。公司采用碲化镉（CdTe）半导体技术生产刚性薄膜光伏面板，旗下所有生产基地均提供退役面板回收服务。
Primo Brands Corp是一家美加合资饮用水企业，主营多规格桶装水、饮水机、自助补水设备及净水家电，总部位于美国佛罗里达州坦帕市，服务覆盖美国、加拿大、欧洲及以色列的住宅与商业客户。
FSLR vs PRMB — 直观对比
营收规模更大
PRMB
是对方的1.6倍
$1.0B
营收增速更快
FSLR
高出22.9%
0.8%
净利率更高
FSLR
高出31.5%
1.7%
两年增速更快
PRMB
近两年复合增速
1.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.6B |
| 净利润 | $346.6M | $27.3M |
| 毛利率 | 46.6% | 28.6% |
| 营业利润率 | 33.1% | 8.5% |
| 净利率 | 33.2% | 1.7% |
| 营收同比 | 23.6% | 0.8% |
| 净利润同比 | 65.4% | -4.9% |
| 每股收益（稀释后） | $3.22 | $0.07 |
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FSLRPRMB
| Q1 26 | $1.0B | $1.6B | ||
| Q4 25 | $1.7B | $1.6B | ||
| Q3 25 | $1.6B | $1.8B | ||
| Q2 25 | $1.1B | $1.7B | ||
| Q1 25 | $844.6M | $1.6B | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $887.7M | $0 | ||
| Q2 24 | $1.0B | $1.3B |
净利润FSLRPRMB
| Q1 26 | $346.6M | $27.3M | ||
| Q4 25 | $520.9M | $-13.0M | ||
| Q3 25 | $455.9M | $16.8M | ||
| Q2 25 | $341.9M | $27.6M | ||
| Q1 25 | $209.5M | $28.7M | ||
| Q4 24 | $393.1M | — | ||
| Q3 24 | $313.0M | $-2.0K | ||
| Q2 24 | $349.4M | $54.5M |
毛利率FSLRPRMB
| Q1 26 | 46.6% | 28.6% | ||
| Q4 25 | 39.5% | 27.7% | ||
| Q3 25 | 38.3% | 29.9% | ||
| Q2 25 | 45.6% | 31.3% | ||
| Q1 25 | 40.8% | 32.3% | ||
| Q4 24 | 37.5% | — | ||
| Q3 24 | 50.2% | — | ||
| Q2 24 | 49.4% | 32.7% |
营业利润率FSLRPRMB
| Q1 26 | 33.1% | 8.5% | ||
| Q4 25 | 32.6% | 1.2% | ||
| Q3 25 | 29.2% | 8.3% | ||
| Q2 25 | 33.0% | 6.5% | ||
| Q1 25 | 26.2% | 9.5% | ||
| Q4 24 | 30.2% | — | ||
| Q3 24 | 36.3% | — | ||
| Q2 24 | 36.9% | 12.1% |
净利率FSLRPRMB
| Q1 26 | 33.2% | 1.7% | ||
| Q4 25 | 31.0% | -0.8% | ||
| Q3 25 | 28.6% | 1.0% | ||
| Q2 25 | 31.2% | 1.6% | ||
| Q1 25 | 24.8% | 1.8% | ||
| Q4 24 | 26.0% | — | ||
| Q3 24 | 35.3% | — | ||
| Q2 24 | 34.6% | 4.1% |
每股收益（稀释后）FSLRPRMB
| Q1 26 | $3.22 | $0.07 | ||
| Q4 25 | $4.84 | $-0.03 | ||
| Q3 25 | $4.24 | $0.04 | ||
| Q2 25 | $3.18 | $0.07 | ||
| Q1 25 | $1.95 | $0.08 | ||
| Q4 24 | $3.66 | — | ||
| Q3 24 | $2.91 | $-20.00 | ||
| Q2 24 | $3.25 | $0.25 |
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 | $2.4B | — |
| 总债务越低越好 | $425.8M | $5.2B |
| 股东权益账面价值 | $9.9B | $3.0B |
| 总资产 | $13.4B | $10.6B |
| 负债/权益比越低杠杆越低 | 0.04× | 1.74× |
8季度趋势，按日历期对齐
现金及短期投资FSLRPRMB
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.8B | $376.7M | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $837.6M | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.7B | — |
总债务FSLRPRMB
| Q1 26 | $425.8M | $5.2B | ||
| Q4 25 | — | $5.2B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | — | $5.1B | ||
| Q1 25 | — | $5.0B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益FSLRPRMB
| Q1 26 | $9.9B | $3.0B | ||
| Q4 25 | $9.5B | $3.0B | ||
| Q3 25 | $9.0B | $3.2B | ||
| Q2 25 | $8.5B | $3.2B | ||
| Q1 25 | $8.2B | $3.3B | ||
| Q4 24 | $8.0B | — | ||
| Q3 24 | $7.6B | $-2.0K | ||
| Q2 24 | $7.3B | $-296.8M |
总资产FSLRPRMB
| Q1 26 | $13.4B | $10.6B | ||
| Q4 25 | $13.3B | $10.6B | ||
| Q3 25 | $13.5B | $11.0B | ||
| Q2 25 | $12.9B | $11.0B | ||
| Q1 25 | $12.1B | $11.0B | ||
| Q4 24 | $12.1B | — | ||
| Q3 24 | $11.4B | $0 | ||
| Q2 24 | $11.0B | — |
负债/权益比FSLRPRMB
| Q1 26 | 0.04× | 1.74× | ||
| Q4 25 | — | 1.72× | ||
| Q3 25 | — | 1.61× | ||
| Q2 25 | — | 1.57× | ||
| Q1 25 | — | 1.51× | ||
| Q4 24 | — | — | ||
| 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 | $-214.9M | $103.8M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | -0.62× | 3.80× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流FSLRPRMB
| Q1 26 | $-214.9M | $103.8M | ||
| Q4 25 | $1.2B | $203.1M | ||
| Q3 25 | $1.3B | $283.4M | ||
| Q2 25 | $149.6M | $155.0M | ||
| Q1 25 | $-608.0M | $38.8M | ||
| Q4 24 | $811.0M | — | ||
| Q3 24 | $-53.7M | $0 | ||
| Q2 24 | $193.0M | $102.5M |
自由现金流FSLRPRMB
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $57.3M | ||
| Q3 25 | $1.1B | $167.7M | ||
| Q2 25 | $-138.6M | $101.1M | ||
| Q1 25 | $-813.9M | $-23.2M | ||
| Q4 24 | $497.5M | — | ||
| Q3 24 | $-487.7M | — | ||
| Q2 24 | $-172.1M | $61.4M |
自由现金流率FSLRPRMB
| Q1 26 | — | — | ||
| Q4 25 | 63.6% | 3.7% | ||
| Q3 25 | 67.1% | 9.5% | ||
| Q2 25 | -12.6% | 5.8% | ||
| Q1 25 | -96.4% | -1.4% | ||
| Q4 24 | 32.9% | — | ||
| Q3 24 | -54.9% | — | ||
| Q2 24 | -17.0% | 4.7% |
资本支出强度FSLRPRMB
| Q1 26 | — | 2.9% | ||
| Q4 25 | 10.2% | 9.4% | ||
| Q3 25 | 12.8% | 6.6% | ||
| Q2 25 | 26.3% | 3.1% | ||
| Q1 25 | 24.4% | 3.8% | ||
| Q4 24 | 20.7% | — | ||
| Q3 24 | 48.9% | — | ||
| Q2 24 | 36.1% | 3.1% |
现金转化率FSLRPRMB
| Q1 26 | -0.62× | 3.80× | ||
| Q4 25 | 2.38× | — | ||
| Q3 25 | 2.79× | 16.87× | ||
| Q2 25 | 0.44× | 5.62× | ||
| Q1 25 | -2.90× | 1.35× | ||
| Q4 24 | 2.06× | — | ||
| Q3 24 | -0.17× | — | ||
| Q2 24 | 0.55× | 1.88× |
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
FSLR
暂无分部数据
PRMB
| Regional spring water | $801.2M | 49% |
| Purified water | $511.2M | 31% |
| Other | $208.2M | 13% |
| Premium water | $105.5M | 6% |
