vs
KEY TRONIC CORP(KTCC)与IMPINJ INC(PI)财务数据对比。点击上方公司名可切换其他公司
KEY TRONIC CORP的季度营收约是IMPINJ INC的1.3倍($96.3M vs $74.3M),IMPINJ INC净利率更高(11.2% vs -8.9%,领先20.1%),IMPINJ INC同比增速更快(-0.0% vs -15.4%),KEY TRONIC CORP自由现金流更多($3.1M vs $2.2M),过去两年IMPINJ INC的营收复合增速更高(-14.9% vs -17.8%)
Key Tronic成立于1969年,最初主营键盘、鼠标等输入设备,目前专注于印刷电路板组装与成品整机组装业务,是美国规模前十的电子制造服务代工厂,可为各类消费家电及电子产品提供完整的产品设计与组装代工服务。
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。
KTCC vs PI — 直观对比
营收规模更大
KTCC
是对方的1.3倍
$74.3M
营收增速更快
PI
高出15.4%
-15.4%
净利率更高
PI
高出20.1%
-8.9%
自由现金流更多
KTCC
多$840.0K
$2.2M
两年增速更快
PI
近两年复合增速
-17.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $96.3M | $74.3M |
| 净利润 | $-8.6M | $8.3M |
| 毛利率 | 0.6% | 49.1% |
| 营业利润率 | -10.7% | 30.5% |
| 净利率 | -8.9% | 11.2% |
| 营收同比 | -15.4% | -0.0% |
| 净利润同比 | -74.4% | — |
| 每股收益(稀释后) | $-0.79 | $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
KTCC
PI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $96.3M | $92.8M | ||
| Q3 25 | $98.8M | $96.1M | ||
| Q2 25 | $110.5M | $97.9M | ||
| Q1 25 | $112.0M | $74.3M | ||
| Q4 24 | $113.9M | $91.6M | ||
| Q3 24 | $131.6M | $95.2M | ||
| Q2 24 | $126.6M | $102.5M |
净利润
KTCC
PI
| Q1 26 | — | $8.3M | ||
| Q4 25 | $-8.6M | $-1.1M | ||
| Q3 25 | $-2.3M | $-12.8M | ||
| Q2 25 | $-3.9M | $11.6M | ||
| Q1 25 | $-604.0K | $-8.5M | ||
| Q4 24 | $-4.9M | $-2.7M | ||
| Q3 24 | $1.1M | $221.0K | ||
| Q2 24 | $-2.0M | $10.0M |
毛利率
KTCC
PI
| Q1 26 | — | 49.1% | ||
| Q4 25 | 0.6% | 51.8% | ||
| Q3 25 | 8.4% | 50.3% | ||
| Q2 25 | 6.2% | 57.8% | ||
| Q1 25 | 7.7% | 49.4% | ||
| Q4 24 | 6.8% | 50.5% | ||
| Q3 24 | 10.1% | 50.0% | ||
| Q2 24 | 7.2% | 56.1% |
营业利润率
KTCC
PI
| Q1 26 | — | 30.5% | ||
| Q4 25 | -10.7% | -2.9% | ||
| Q3 25 | -0.6% | 0.7% | ||
| Q2 25 | -2.1% | 11.1% | ||
| Q1 25 | -0.4% | -12.9% | ||
| Q4 24 | -1.0% | -3.9% | ||
| Q3 24 | 3.4% | -0.8% | ||
| Q2 24 | 0.1% | 8.8% |
净利率
KTCC
PI
| Q1 26 | — | 11.2% | ||
| Q4 25 | -8.9% | -1.2% | ||
| Q3 25 | -2.3% | -13.3% | ||
| Q2 25 | -3.6% | 11.8% | ||
| Q1 25 | -0.5% | -11.4% | ||
| Q4 24 | -4.3% | -2.9% | ||
| Q3 24 | 0.9% | 0.2% | ||
| Q2 24 | -1.6% | 9.7% |
每股收益(稀释后)
KTCC
PI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $-0.79 | $-0.02 | ||
| Q3 25 | $-0.21 | $-0.44 | ||
| Q2 25 | $-0.35 | $0.39 | ||
| Q1 25 | $-0.06 | $-0.30 | ||
| Q4 24 | $-0.46 | $-0.06 | ||
| Q3 24 | $0.10 | $0.01 | ||
| Q2 24 | $-0.18 | $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 | $788.0K | $131.8M |
| 总债务越低越好 | $97.7M | $241.5M |
| 股东权益账面价值 | $106.2M | — |
| 总资产 | $325.3M | $502.5M |
| 负债/权益比越低杠杆越低 | 0.92× | — |
8季度趋势,按日历期对齐
现金及短期投资
KTCC
PI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $788.0K | $175.3M | ||
| Q3 25 | $1.1M | $190.1M | ||
| Q2 25 | $1.4M | $193.2M | ||
| Q1 25 | $2.5M | $147.9M | ||
| Q4 24 | $4.2M | $164.7M | ||
| Q3 24 | $6.6M | $170.3M | ||
| Q2 24 | $4.8M | $220.2M |
总债务
KTCC
PI
| Q1 26 | — | $241.5M | ||
| Q4 25 | $97.7M | $280.9M | ||
| Q3 25 | $100.8M | $280.4M | ||
| Q2 25 | $105.2M | — | ||
| Q1 25 | $113.6M | — | ||
| Q4 24 | $111.1M | $283.5M | ||
| Q3 24 | $112.7M | — | ||
| Q2 24 | $119.5M | — |
股东权益
KTCC
PI
| Q1 26 | — | — | ||
| Q4 25 | $106.2M | $209.2M | ||
| Q3 25 | $114.8M | $195.0M | ||
| Q2 25 | $117.1M | $187.7M | ||
| Q1 25 | $119.6M | $160.6M | ||
| Q4 24 | $119.5M | $149.9M | ||
| Q3 24 | $124.3M | $136.1M | ||
| Q2 24 | $124.0M | $117.0M |
总资产
KTCC
PI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $325.3M | $545.2M | ||
| Q3 25 | $324.6M | $516.5M | ||
| Q2 25 | $315.9M | $508.8M | ||
| Q1 25 | $328.6M | $479.8M | ||
| Q4 24 | $327.8M | $489.1M | ||
| Q3 24 | $355.9M | $476.4M | ||
| Q2 24 | $355.3M | $446.1M |
负债/权益比
KTCC
PI
| Q1 26 | — | — | ||
| Q4 25 | 0.92× | 1.34× | ||
| Q3 25 | 0.88× | 1.44× | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | 0.95× | — | ||
| Q4 24 | 0.93× | 1.89× | ||
| Q3 24 | 0.91× | — | ||
| Q2 24 | 0.96× | — |
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 | $6.4M | — |
| 自由现金流经营现金流 - 资本支出 | $3.1M | $2.2M |
| 自由现金流率自由现金流/营收 | 3.2% | 3.0% |
| 资本支出强度资本支出/营收 | 3.4% | — |
| 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 | $11.6M | $61.1M |
8季度趋势,按日历期对齐
经营现金流
KTCC
PI
| Q1 26 | — | — | ||
| Q4 25 | $6.4M | $15.1M | ||
| Q3 25 | $7.6M | $20.9M | ||
| Q2 25 | $8.8M | $33.9M | ||
| Q1 25 | $-1.4M | $-11.1M | ||
| Q4 24 | $1.6M | $12.6M | ||
| Q3 24 | $9.9M | $10.1M | ||
| Q2 24 | $7.7M | $45.5M |
自由现金流
KTCC
PI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $3.1M | $13.6M | ||
| Q3 25 | $4.4M | $18.0M | ||
| Q2 25 | $7.7M | $27.3M | ||
| Q1 25 | $-3.6M | $-13.0M | ||
| Q4 24 | $1.1M | $8.5M | ||
| Q3 24 | $9.6M | $4.7M | ||
| Q2 24 | $7.1M | $44.1M |
自由现金流率
KTCC
PI
| Q1 26 | — | 3.0% | ||
| Q4 25 | 3.2% | 14.7% | ||
| Q3 25 | 4.5% | 18.7% | ||
| Q2 25 | 7.0% | 27.9% | ||
| Q1 25 | -3.2% | -17.5% | ||
| Q4 24 | 1.0% | 9.3% | ||
| Q3 24 | 7.3% | 4.9% | ||
| Q2 24 | 5.6% | 43.0% |
资本支出强度
KTCC
PI
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 1.6% | ||
| Q3 25 | 3.2% | 3.1% | ||
| Q2 25 | 1.0% | 6.7% | ||
| Q1 25 | 2.0% | 2.5% | ||
| Q4 24 | 0.4% | 4.5% | ||
| Q3 24 | 0.3% | 5.7% | ||
| Q2 24 | 0.4% | 1.3% |
现金转化率
KTCC
PI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 8.85× | 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
KTCC
| Transferred Over Time | $91.3M | 95% |
| Transferred At Point In Time | $5.0M | 5% |
PI
暂无分部数据