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JOHNSON OUTDOORS INC（JOUT）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
JOHNSON OUTDOORS INC的季度营收约是IMPINJ INC的1.9倍（$140.9M vs $74.3M），IMPINJ INC净利率更高（11.2% vs -2.3%，领先13.5%），JOHNSON OUTDOORS INC同比增速更快（30.9% vs -0.0%），IMPINJ INC自由现金流更多（$2.2M vs $-42.7M），过去两年JOHNSON OUTDOORS INC的营收复合增速更高（-10.5% vs -14.9%）
强生户外公司（Johnson Outdoors）主营水上载具、潜水装备、露营用具、户外服饰等户外休闲用品的研发生产，业务网点遍布全球24个地区，现有员工约1400人，年销售额超3.15亿美元，自1999年起由海伦·约翰逊-莱波尔德执掌公司。
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。
JOUT vs PI — 直观对比
营收规模更大
JOUT
是对方的1.9倍
$74.3M
营收增速更快
JOUT
高出31.0%
-0.0%
净利率更高
PI
高出13.5%
-2.3%
自由现金流更多
PI
多$44.9M
$-42.7M
两年增速更快
JOUT
近两年复合增速
-14.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $140.9M | $74.3M |
| 净利润 | $-3.3M | $8.3M |
| 毛利率 | 36.6% | 49.1% |
| 营业利润率 | -2.1% | 30.5% |
| 净利率 | -2.3% | 11.2% |
| 营收同比 | 30.9% | -0.0% |
| 净利润同比 | 78.4% | — |
| 每股收益（稀释后） | — | $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JOUTPI
| Q1 26 | $140.9M | $74.3M | ||
| Q4 25 | $135.8M | $92.8M | ||
| Q3 25 | — | $96.1M | ||
| Q2 25 | $180.7M | $97.9M | ||
| Q1 25 | $168.3M | $74.3M | ||
| Q4 24 | $107.6M | $91.6M | ||
| Q3 24 | $105.9M | $95.2M | ||
| Q2 24 | $172.5M | $102.5M |
净利润JOUTPI
| Q1 26 | $-3.3M | $8.3M | ||
| Q4 25 | $-29.1M | $-1.1M | ||
| Q3 25 | — | $-12.8M | ||
| Q2 25 | $7.7M | $11.6M | ||
| Q1 25 | $2.3M | $-8.5M | ||
| Q4 24 | $-15.3M | $-2.7M | ||
| Q3 24 | $-34.3M | $221.0K | ||
| Q2 24 | $1.6M | $10.0M |
毛利率JOUTPI
| Q1 26 | 36.6% | 49.1% | ||
| Q4 25 | 36.2% | 51.8% | ||
| Q3 25 | — | 50.3% | ||
| Q2 25 | 37.6% | 57.8% | ||
| Q1 25 | 35.0% | 49.4% | ||
| Q4 24 | 29.9% | 50.5% | ||
| Q3 24 | 23.5% | 50.0% | ||
| Q2 24 | 35.8% | 56.1% |
营业利润率JOUTPI
| Q1 26 | -2.1% | 30.5% | ||
| Q4 25 | -6.0% | -2.9% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | 4.1% | 11.1% | ||
| Q1 25 | 2.9% | -12.9% | ||
| Q4 24 | -18.8% | -3.9% | ||
| Q3 24 | -40.4% | -0.8% | ||
| Q2 24 | -0.3% | 8.8% |
净利率JOUTPI
| Q1 26 | -2.3% | 11.2% | ||
| Q4 25 | -21.4% | -1.2% | ||
| Q3 25 | — | -13.3% | ||
| Q2 25 | 4.3% | 11.8% | ||
| Q1 25 | 1.4% | -11.4% | ||
| Q4 24 | -14.2% | -2.9% | ||
| Q3 24 | -32.4% | 0.2% | ||
| Q2 24 | 0.9% | 9.7% |
每股收益（稀释后）JOUTPI
| Q1 26 | — | $0.14 | ||
| Q4 25 | — | $-0.02 | ||
| Q3 25 | — | $-0.44 | ||
| Q2 25 | — | $0.39 | ||
| Q1 25 | — | $-0.30 | ||
| Q4 24 | — | $-0.06 | ||
| Q3 24 | — | $0.01 | ||
| Q2 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 | $130.7M | $131.8M |
| 总债务越低越好 | $0 | $241.5M |
| 股东权益账面价值 | $413.5M | — |
| 总资产 | $600.1M | $502.5M |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
现金及短期投资JOUTPI
| Q1 26 | $130.7M | $131.8M | ||
| Q4 25 | $176.4M | $175.3M | ||
| Q3 25 | — | $190.1M | ||
| Q2 25 | $161.0M | $193.2M | ||
| Q1 25 | $94.0M | $147.9M | ||
| Q4 24 | $101.6M | $164.7M | ||
| Q3 24 | $162.0M | $170.3M | ||
| Q2 24 | $148.4M | $220.2M |
总债务JOUTPI
| Q1 26 | $0 | $241.5M | ||
| Q4 25 | $0 | $280.9M | ||
| Q3 25 | — | $280.4M | ||
| Q2 25 | $0 | — | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $0 | $283.5M | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — |
股东权益JOUTPI
| Q1 26 | $413.5M | — | ||
| Q4 25 | $418.4M | $209.2M | ||
| Q3 25 | — | $195.0M | ||
| Q2 25 | $450.5M | $187.7M | ||
| Q1 25 | $441.1M | $160.6M | ||
| Q4 24 | $440.3M | $149.9M | ||
| Q3 24 | $463.4M | $136.1M | ||
| Q2 24 | $498.7M | $117.0M |
总资产JOUTPI
| Q1 26 | $600.1M | $502.5M | ||
| Q4 25 | $604.1M | $545.2M | ||
| Q3 25 | — | $516.5M | ||
| Q2 25 | $634.5M | $508.8M | ||
| Q1 25 | $624.5M | $479.8M | ||
| Q4 24 | $612.9M | $489.1M | ||
| Q3 24 | $635.2M | $476.4M | ||
| Q2 24 | $679.8M | $446.1M |
负债/权益比JOUTPI
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.00× | 1.34× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | 1.89× | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — |
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 | $-38.4M | — |
| 自由现金流经营现金流 - 资本支出 | $-42.7M | $2.2M |
| 自由现金流率自由现金流/营收 | -30.3% | 3.0% |
| 资本支出强度资本支出/营收 | 3.0% | — |
| 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 | $38.5M | $61.1M |
8季度趋势，按日历期对齐
经营现金流JOUTPI
| Q1 26 | $-38.4M | — | ||
| Q4 25 | $23.4M | $15.1M | ||
| Q3 25 | — | $20.9M | ||
| Q2 25 | $71.4M | $33.9M | ||
| Q1 25 | $-1.7M | $-11.1M | ||
| Q4 24 | $-36.9M | $12.6M | ||
| Q3 24 | $19.1M | $10.1M | ||
| Q2 24 | $73.7M | $45.5M |
自由现金流JOUTPI
| Q1 26 | $-42.7M | $2.2M | ||
| Q4 25 | $19.2M | $13.6M | ||
| Q3 25 | — | $18.0M | ||
| Q2 25 | $66.9M | $27.3M | ||
| Q1 25 | $-5.0M | $-13.0M | ||
| Q4 24 | $-41.0M | $8.5M | ||
| Q3 24 | $13.5M | $4.7M | ||
| Q2 24 | $67.4M | $44.1M |
自由现金流率JOUTPI
| Q1 26 | -30.3% | 3.0% | ||
| Q4 25 | 14.2% | 14.7% | ||
| Q3 25 | — | 18.7% | ||
| Q2 25 | 37.0% | 27.9% | ||
| Q1 25 | -2.9% | -17.5% | ||
| Q4 24 | -38.1% | 9.3% | ||
| Q3 24 | 12.8% | 4.9% | ||
| Q2 24 | 39.1% | 43.0% |
资本支出强度JOUTPI
| Q1 26 | 3.0% | — | ||
| Q4 25 | 3.1% | 1.6% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | 2.5% | 6.7% | ||
| Q1 25 | 2.0% | 2.5% | ||
| Q4 24 | 3.8% | 4.5% | ||
| Q3 24 | 5.3% | 5.7% | ||
| Q2 24 | 3.6% | 1.3% |
现金转化率JOUTPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 9.22× | 2.93× | ||
| Q1 25 | -0.72× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 45.56× | ||
| Q2 24 | 45.41× | 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
JOUT
| Fishing Segment | $112.1M | 80% |
| Diving Segment | $18.0M | 13% |
| Camping Watercraft Recreation Segment | $10.6M | 8% |
PI
暂无分部数据
