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IPG PHOTONICS CORP（IPGP）与TOMPKINS FINANCIAL CORP（TMP）财务数据对比。点击上方公司名可切换其他公司
IPG PHOTONICS CORP的季度营收约是TOMPKINS FINANCIAL CORP的1.4倍（$274.5M vs $194.8M），TOMPKINS FINANCIAL CORP净利率更高（49.4% vs 4.8%，领先44.6%），TOMPKINS FINANCIAL CORP同比增速更快（152.7% vs 17.1%），TOMPKINS FINANCIAL CORP自由现金流更多（$31.9M vs $10.9M），过去两年TOMPKINS FINANCIAL CORP的营收复合增速更高（63.6% vs 4.4%）
IPG光电是全球领先的光纤激光器制造商，率先实现光纤激光器的技术研发与商业化落地，产品广泛应用于材料加工、医疗、电信等多元领域，在美国、德国、俄罗斯、意大利均设有生产基地，为全球各行业客户提供高性能的激光解决方案。
汤普金斯金融公司是一家小型多元化金融服务企业，总部位于纽约州伊萨卡，是汤普金斯信托银行及其他多家银行、一家保险代理机构和财富管理部门的母公司。
IPGP vs TMP — 直观对比
营收规模更大
IPGP
是对方的1.4倍
$194.8M
营收增速更快
TMP
高出135.5%
17.1%
净利率更高
TMP
高出44.6%
4.8%
自由现金流更多
TMP
多$21.0M
$10.9M
两年增速更快
TMP
近两年复合增速
4.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $274.5M | $194.8M |
| 净利润 | $13.3M | $96.2M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 1.2% | 71.7% |
| 净利率 | 4.8% | 49.4% |
| 营收同比 | 17.1% | 152.7% |
| 净利润同比 | 69.8% | 388.9% |
| 每股收益（稀释后） | $0.30 | $6.72 |
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IPGPTMP
| Q4 25 | $274.5M | $194.8M | ||
| Q3 25 | $250.8M | $87.4M | ||
| Q2 25 | $250.7M | $82.6M | ||
| Q1 25 | $227.8M | $81.7M | ||
| Q4 24 | $234.3M | $77.1M | ||
| Q3 24 | $233.1M | $76.6M | ||
| Q2 24 | $257.6M | $72.7M | ||
| Q1 24 | $252.0M | $72.8M |
净利润IPGPTMP
| Q4 25 | $13.3M | $96.2M | ||
| Q3 25 | $7.5M | $23.7M | ||
| Q2 25 | $6.6M | $21.5M | ||
| Q1 25 | $3.8M | $19.7M | ||
| Q4 24 | $7.8M | $19.7M | ||
| Q3 24 | $-233.6M | $18.6M | ||
| Q2 24 | $20.2M | $15.7M | ||
| Q1 24 | $24.1M | $16.9M |
毛利率IPGPTMP
| Q4 25 | 36.1% | — | ||
| Q3 25 | 39.5% | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 39.4% | — | ||
| Q4 24 | 38.6% | — | ||
| Q3 24 | 23.2% | — | ||
| Q2 24 | 37.3% | — | ||
| Q1 24 | 38.7% | — |
营业利润率IPGPTMP
| Q4 25 | 1.2% | 71.7% | ||
| Q3 25 | 3.1% | 35.6% | ||
| Q2 25 | 0.0% | 34.2% | ||
| Q1 25 | 0.8% | 31.6% | ||
| Q4 24 | 6.0% | 33.4% | ||
| Q3 24 | -108.7% | 32.0% | ||
| Q2 24 | 4.7% | 28.3% | ||
| Q1 24 | 7.6% | 30.4% |
净利率IPGPTMP
| Q4 25 | 4.8% | 49.4% | ||
| Q3 25 | 3.0% | 27.1% | ||
| Q2 25 | 2.6% | 26.0% | ||
| Q1 25 | 1.6% | 24.1% | ||
| Q4 24 | 3.3% | 25.5% | ||
| Q3 24 | -100.2% | 24.3% | ||
| Q2 24 | 7.8% | 21.6% | ||
| Q1 24 | 9.6% | 23.2% |
每股收益（稀释后）IPGPTMP
| Q4 25 | $0.30 | $6.72 | ||
| Q3 25 | $0.18 | $1.65 | ||
| Q2 25 | $0.16 | $1.50 | ||
| Q1 25 | $0.09 | $1.37 | ||
| Q4 24 | $0.27 | $1.39 | ||
| Q3 24 | $-5.33 | $1.30 | ||
| Q2 24 | $0.45 | $1.10 | ||
| Q1 24 | $0.52 | $1.18 |
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 | $839.3M | $132.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $938.4M |
| 总资产 | $2.4B | $8.7B |
| 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IPGPTMP
| Q4 25 | $839.3M | $132.8M | ||
| Q3 25 | $870.4M | $193.5M | ||
| Q2 25 | $899.6M | $212.6M | ||
| Q1 25 | $926.9M | $193.1M | ||
| Q4 24 | $930.2M | $134.4M | ||
| Q3 24 | $1.0B | $132.3M | ||
| Q2 24 | $1.1B | $70.9M | ||
| Q1 24 | $1.1B | $57.1M |
股东权益IPGPTMP
| Q4 25 | $2.1B | $938.4M | ||
| Q3 25 | $2.1B | $788.8M | ||
| Q2 25 | $2.1B | $761.8M | ||
| Q1 25 | $2.1B | $741.4M | ||
| Q4 24 | $2.0B | $713.4M | ||
| Q3 24 | $2.1B | $719.9M | ||
| Q2 24 | $2.3B | $674.6M | ||
| Q1 24 | $2.3B | $667.9M |
总资产IPGPTMP
| Q4 25 | $2.4B | $8.7B | ||
| Q3 25 | $2.4B | $8.5B | ||
| Q2 25 | $2.4B | $8.4B | ||
| Q1 25 | $2.3B | $8.2B | ||
| Q4 24 | $2.3B | $8.1B | ||
| Q3 24 | $2.4B | $8.0B | ||
| Q2 24 | $2.5B | $7.9B | ||
| Q1 24 | $2.6B | $7.8B |
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 | $28.8M | $38.9M |
| 自由现金流经营现金流 - 资本支出 | $10.9M | $31.9M |
| 自由现金流率自由现金流/营收 | 4.0% | 16.4% |
| 资本支出强度资本支出/营收 | 6.5% | 3.6% |
| 现金转化率经营现金流/净利润 | 2.17× | 0.40× |
| 过去12个月自由现金流最近4个季度 | $-3.5M | $105.0M |
8季度趋势，按日历期对齐
经营现金流IPGPTMP
| Q4 25 | $28.8M | $38.9M | ||
| Q3 25 | $35.3M | $34.9M | ||
| Q2 25 | $-2.2M | $18.9M | ||
| Q1 25 | $13.4M | $22.2M | ||
| Q4 24 | $73.8M | $95.0M | ||
| Q3 24 | $66.1M | $21.2M | ||
| Q2 24 | $53.5M | $27.3M | ||
| Q1 24 | $54.6M | $23.2M |
自由现金流IPGPTMP
| Q4 25 | $10.9M | $31.9M | ||
| Q3 25 | $14.6M | $33.9M | ||
| Q2 25 | $-17.6M | $18.3M | ||
| Q1 25 | $-11.4M | $20.9M | ||
| Q4 24 | $50.6M | $88.8M | ||
| Q3 24 | $43.0M | $18.9M | ||
| Q2 24 | $29.2M | $26.3M | ||
| Q1 24 | $26.5M | $21.9M |
自由现金流率IPGPTMP
| Q4 25 | 4.0% | 16.4% | ||
| Q3 25 | 5.8% | 38.8% | ||
| Q2 25 | -7.0% | 22.1% | ||
| Q1 25 | -5.0% | 25.5% | ||
| Q4 24 | 21.6% | 115.1% | ||
| Q3 24 | 18.4% | 24.7% | ||
| Q2 24 | 11.3% | 36.2% | ||
| Q1 24 | 10.5% | 30.0% |
资本支出强度IPGPTMP
| Q4 25 | 6.5% | 3.6% | ||
| Q3 25 | 8.3% | 1.1% | ||
| Q2 25 | 6.1% | 0.8% | ||
| Q1 25 | 10.9% | 1.7% | ||
| Q4 24 | 9.9% | 8.1% | ||
| Q3 24 | 9.9% | 2.9% | ||
| Q2 24 | 9.4% | 1.3% | ||
| Q1 24 | 11.1% | 1.9% |
现金转化率IPGPTMP
| Q4 25 | 2.17× | 0.40× | ||
| Q3 25 | 4.73× | 1.47× | ||
| Q2 25 | -0.34× | 0.88× | ||
| Q1 25 | 3.58× | 1.13× | ||
| Q4 24 | 9.44× | 4.82× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | 2.65× | 1.74× | ||
| Q1 24 | 2.27× | 1.38× |
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
IPGP
| Materials Processing | $232.8M | 85% |
| Laser And Non Laser Systems | $38.8M | 14% |
| Transferred Over Time | $5.3M | 2% |
TMP
暂无分部数据
