vs
Inogen Inc(INGN)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Inogen Inc的1.1倍($74.3M vs $68.6M),Inogen Inc同比增速更快(3.4% vs -0.0%),IMPINJ INC自由现金流更多($2.2M vs $-1.9M),过去两年Inogen Inc的营收复合增速更高(4.2% vs -14.9%)
Inogen Inc是一家专注于呼吸医疗设备领域的医疗科技企业,主要研发、生产和销售便携式制氧机及配套呼吸护理产品,面向北美、欧洲等地区需要长期氧疗的慢性呼吸系统疾病患者,服务居家及出行场景,提升用户生活质量。
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。
INGN vs PI — 直观对比
营收规模更大
PI
是对方的1.1倍
$68.6M
营收增速更快
INGN
高出3.5%
-0.0%
自由现金流更多
PI
多$4.2M
$-1.9M
两年增速更快
INGN
近两年复合增速
-14.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $68.6M | $74.3M |
| 净利润 | — | $8.3M |
| 毛利率 | 51.4% | 49.1% |
| 营业利润率 | -13.6% | 30.5% |
| 净利率 | — | 11.2% |
| 营收同比 | 3.4% | -0.0% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $-0.26 | $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
INGN
PI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $68.6M | $92.8M | ||
| Q3 25 | $79.1M | $96.1M | ||
| Q2 25 | $79.2M | $97.9M | ||
| Q1 25 | $68.5M | $74.3M | ||
| Q4 24 | $66.3M | $91.6M | ||
| Q3 24 | $74.9M | $95.2M | ||
| Q2 24 | $74.4M | $102.5M |
净利润
INGN
PI
| Q1 26 | — | $8.3M | ||
| Q4 25 | — | $-1.1M | ||
| Q3 25 | $-5.3M | $-12.8M | ||
| Q2 25 | $-4.2M | $11.6M | ||
| Q1 25 | $-6.2M | $-8.5M | ||
| Q4 24 | — | $-2.7M | ||
| Q3 24 | $-6.0M | $221.0K | ||
| Q2 24 | $-5.6M | $10.0M |
毛利率
INGN
PI
| Q1 26 | — | 49.1% | ||
| Q4 25 | 51.4% | 51.8% | ||
| Q3 25 | 52.2% | 50.3% | ||
| Q2 25 | 52.2% | 57.8% | ||
| Q1 25 | 53.1% | 49.4% | ||
| Q4 24 | 54.7% | 50.5% | ||
| Q3 24 | 55.2% | 50.0% | ||
| Q2 24 | 57.4% | 56.1% |
营业利润率
INGN
PI
| Q1 26 | — | 30.5% | ||
| Q4 25 | -13.6% | -2.9% | ||
| Q3 25 | -9.0% | 0.7% | ||
| Q2 25 | -7.7% | 11.1% | ||
| Q1 25 | -11.2% | -12.9% | ||
| Q4 24 | -17.2% | -3.9% | ||
| Q3 24 | -10.4% | -0.8% | ||
| Q2 24 | -9.5% | 8.8% |
净利率
INGN
PI
| Q1 26 | — | 11.2% | ||
| Q4 25 | — | -1.2% | ||
| Q3 25 | -6.7% | -13.3% | ||
| Q2 25 | -5.2% | 11.8% | ||
| Q1 25 | -9.0% | -11.4% | ||
| Q4 24 | — | -2.9% | ||
| Q3 24 | -8.0% | 0.2% | ||
| Q2 24 | -7.5% | 9.7% |
每股收益(稀释后)
INGN
PI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $-0.26 | $-0.02 | ||
| Q3 25 | $-0.20 | $-0.44 | ||
| Q2 25 | $-0.15 | $0.39 | ||
| Q1 25 | $-0.25 | $-0.30 | ||
| Q4 24 | $-0.41 | $-0.06 | ||
| Q3 24 | $-0.25 | $0.01 | ||
| Q2 24 | $-0.24 | $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 | $103.7M | $131.8M |
| 总债务越低越好 | — | $241.5M |
| 股东权益账面价值 | $192.2M | — |
| 总资产 | $298.6M | $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
INGN
PI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $103.7M | $175.3M | ||
| Q3 25 | $106.5M | $190.1M | ||
| Q2 25 | $103.7M | $193.2M | ||
| Q1 25 | $118.9M | $147.9M | ||
| Q4 24 | $113.8M | $164.7M | ||
| Q3 24 | $105.7M | $170.3M | ||
| Q2 24 | $97.9M | $220.2M |
总债务
INGN
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
INGN
PI
| Q1 26 | — | — | ||
| Q4 25 | $192.2M | $209.2M | ||
| Q3 25 | $197.2M | $195.0M | ||
| Q2 25 | $199.5M | $187.7M | ||
| Q1 25 | $198.0M | $160.6M | ||
| Q4 24 | $173.9M | $149.9M | ||
| Q3 24 | $185.4M | $136.1M | ||
| Q2 24 | $187.6M | $117.0M |
总资产
INGN
PI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $298.6M | $545.2M | ||
| Q3 25 | $307.0M | $516.5M | ||
| Q2 25 | $312.0M | $508.8M | ||
| Q1 25 | $308.4M | $479.8M | ||
| Q4 24 | $296.2M | $489.1M | ||
| Q3 24 | $306.2M | $476.4M | ||
| Q2 24 | $308.9M | $446.1M |
负债/权益比
INGN
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 | $-943.0K | — |
| 自由现金流经营现金流 - 资本支出 | $-1.9M | $2.2M |
| 自由现金流率自由现金流/营收 | -2.8% | 3.0% |
| 资本支出强度资本支出/营收 | 1.4% | — |
| 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 | $-13.7M | $61.1M |
8季度趋势,按日历期对齐
经营现金流
INGN
PI
| Q1 26 | — | — | ||
| Q4 25 | $-943.0K | $15.1M | ||
| Q3 25 | $2.2M | $20.9M | ||
| Q2 25 | $4.3M | $33.9M | ||
| Q1 25 | $-16.8M | $-11.1M | ||
| Q4 24 | $-3.0M | $12.6M | ||
| Q3 24 | $7.0M | $10.1M | ||
| Q2 24 | $6.7M | $45.5M |
自由现金流
INGN
PI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $-1.9M | $13.6M | ||
| Q3 25 | $1.6M | $18.0M | ||
| Q2 25 | $3.7M | $27.3M | ||
| Q1 25 | $-17.1M | $-13.0M | ||
| Q4 24 | $-3.3M | $8.5M | ||
| Q3 24 | $5.3M | $4.7M | ||
| Q2 24 | $6.6M | $44.1M |
自由现金流率
INGN
PI
| Q1 26 | — | 3.0% | ||
| Q4 25 | -2.8% | 14.7% | ||
| Q3 25 | 2.0% | 18.7% | ||
| Q2 25 | 4.6% | 27.9% | ||
| Q1 25 | -24.9% | -17.5% | ||
| Q4 24 | -5.0% | 9.3% | ||
| Q3 24 | 7.1% | 4.9% | ||
| Q2 24 | 8.9% | 43.0% |
资本支出强度
INGN
PI
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 1.6% | ||
| Q3 25 | 0.7% | 3.1% | ||
| Q2 25 | 0.9% | 6.7% | ||
| Q1 25 | 0.4% | 2.5% | ||
| Q4 24 | 0.5% | 4.5% | ||
| Q3 24 | 2.2% | 5.7% | ||
| Q2 24 | 0.1% | 1.3% |
现金转化率
INGN
PI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 45.56× | ||
| Q2 24 | — | 4.56× |
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
INGN
| Other | $36.1M | 53% |
| Non Us | $32.5M | 47% |
PI
暂无分部数据