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因美纳（ILMN）与PLEXUS CORP（PLXS）财务数据对比。点击上方公司名可切换其他公司
PLEXUS CORP的季度营收约是因美纳的1.1倍（$1.2B vs $1.1B），因美纳净利率更高（12.3% vs 4.3%，领先8.0%），PLEXUS CORP同比增速更快（18.7% vs 4.8%），过去两年PLEXUS CORP的营收复合增速更高（7.2% vs -1.3%）
因美纳是总部位于美国加利福尼亚州圣迭戈的生物技术企业，成立于1998年4月，专注研发、生产及销售用于分析基因变异与生物功能的集成系统，产品及服务覆盖测序、基因分型、基因表达、蛋白质组学等领域，业务遍及全球超155个国家和地区。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
ILMN vs PLXS — 直观对比
营收规模更大
PLXS
是对方的1.1倍
$1.1B
营收增速更快
PLXS
高出13.9%
4.8%
净利率更高
ILMN
高出8.0%
4.3%
两年增速更快
PLXS
近两年复合增速
-1.3%
损益表 — Q1 FY2027 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.2B |
| 净利润 | $134.0M | $49.8M |
| 毛利率 | 66.1% | 10.2% |
| 营业利润率 | 19.2% | 5.3% |
| 净利率 | 12.3% | 4.3% |
| 营收同比 | 4.8% | 18.7% |
| 净利润同比 | — | 27.5% |
| 每股收益（稀释后） | $0.87 | $1.82 |
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ILMNPLXS
| Q1 26 | $1.1B | $1.1B | ||
| Q4 25 | $1.2B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.1B | — | ||
| Q4 23 | $1.1B | — | ||
| Q3 23 | — | $1.0B |
净利润ILMNPLXS
| Q1 26 | $134.0M | $41.2M | ||
| Q4 25 | $334.0M | — | ||
| Q4 24 | $186.0M | — | ||
| Q3 24 | $705.0M | — | ||
| Q2 24 | $-2.0B | — | ||
| Q1 24 | $-126.0M | — | ||
| Q4 23 | $-754.0M | — | ||
| Q3 23 | — | $15.8M |
毛利率ILMNPLXS
| Q1 26 | 66.1% | 9.9% | ||
| Q4 25 | 65.5% | — | ||
| Q4 24 | 65.9% | — | ||
| Q3 24 | 69.0% | — | ||
| Q2 24 | 64.8% | — | ||
| Q1 24 | 62.0% | — | ||
| Q4 23 | 61.1% | — | ||
| Q3 23 | — | 8.9% |
营业利润率ILMNPLXS
| Q1 26 | 19.2% | 5.1% | ||
| Q4 25 | 17.4% | — | ||
| Q4 24 | 15.8% | — | ||
| Q3 24 | 68.6% | — | ||
| Q2 24 | -147.2% | — | ||
| Q1 24 | -10.3% | — | ||
| Q4 23 | -67.4% | — | ||
| Q3 23 | — | 2.7% |
净利率ILMNPLXS
| Q1 26 | 12.3% | 3.8% | ||
| Q4 25 | 28.8% | — | ||
| Q4 24 | 16.8% | — | ||
| Q3 24 | 65.3% | — | ||
| Q2 24 | -178.8% | — | ||
| Q1 24 | -11.7% | — | ||
| Q4 23 | -67.4% | — | ||
| Q3 23 | — | 1.5% |
每股收益（稀释后）ILMNPLXS
| Q1 26 | $0.87 | $1.51 | ||
| Q4 25 | $2.16 | — | ||
| Q4 24 | $1.16 | — | ||
| Q3 24 | $4.42 | — | ||
| Q2 24 | $-12.48 | — | ||
| Q1 24 | $-0.79 | — | ||
| Q4 23 | $-4.77 | — | ||
| Q3 23 | — | $0.56 |
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 | $1.2B | $303.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $1.5B |
| 总资产 | $6.6B | $3.4B |
| 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ILMNPLXS
| Q1 26 | $1.2B | $248.8M | ||
| Q4 25 | $1.6B | — | ||
| Q4 24 | $93.0M | — | ||
| Q3 24 | $70.0M | — | ||
| Q2 24 | $74.0M | — | ||
| Q1 24 | — | — | ||
| Q4 23 | $6.0M | — | ||
| Q3 23 | — | $253.0M |
股东权益ILMNPLXS
| Q1 26 | $2.7B | $1.5B | ||
| Q4 25 | $2.7B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $5.7B | — | ||
| Q4 23 | $5.9B | — | ||
| Q3 23 | — | $1.2B |
总资产ILMNPLXS
| Q1 26 | $6.6B | $3.2B | ||
| Q4 25 | $6.6B | — | ||
| Q4 24 | $6.3B | — | ||
| Q3 24 | $6.0B | — | ||
| Q2 24 | $6.1B | — | ||
| Q1 24 | $10.0B | — | ||
| Q4 23 | $10.1B | — | ||
| Q3 23 | — | $3.4B |
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 | $289.0M | — |
| 自由现金流经营现金流 - 资本支出 | $251.0M | — |
| 自由现金流率自由现金流/营收 | 23.0% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.16× | — |
| 过去12个月自由现金流最近4个季度 | $1.1B | — |
8季度趋势，按日历期对齐
经营现金流ILMNPLXS
| Q1 26 | $289.0M | — | ||
| Q4 25 | $321.0M | — | ||
| Q4 24 | $364.0M | — | ||
| Q3 24 | $316.0M | — | ||
| Q2 24 | $80.0M | — | ||
| Q1 24 | $77.0M | — | ||
| Q4 23 | $139.0M | — | ||
| Q3 23 | — | $18.8M |
自由现金流ILMNPLXS
| Q1 26 | $251.0M | — | ||
| Q4 25 | $267.0M | — | ||
| Q4 24 | $335.0M | — | ||
| Q3 24 | $284.0M | — | ||
| Q2 24 | $49.0M | — | ||
| Q1 24 | $41.0M | — | ||
| Q4 23 | $94.0M | — | ||
| Q3 23 | — | $-11.5M |
自由现金流率ILMNPLXS
| Q1 26 | 23.0% | — | ||
| Q4 25 | 23.0% | — | ||
| Q4 24 | 30.3% | — | ||
| Q3 24 | 26.3% | — | ||
| Q2 24 | 4.4% | — | ||
| Q1 24 | 3.8% | — | ||
| Q4 23 | 8.4% | — | ||
| Q3 23 | — | -1.1% |
资本支出强度ILMNPLXS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 2.8% | — | ||
| Q1 24 | 3.3% | — | ||
| Q4 23 | 4.0% | — | ||
| Q3 23 | — | 2.9% |
现金转化率ILMNPLXS
| Q1 26 | 2.16× | — | ||
| Q4 25 | 0.96× | — | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 0.45× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | 1.19× |
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
ILMN
| Product revenue | $917.0M | 84% |
| Service and other revenue | $174.0M | 16% |
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
