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CENTRUS ENERGY CORP(LEU)与IMPINJ INC(PI)财务数据对比。点击上方公司名可切换其他公司
CENTRUS ENERGY CORP的季度营收约是IMPINJ INC的2.0倍($146.2M vs $74.3M),IMPINJ INC同比增速更快(-0.0% vs -3.6%),IMPINJ INC自由现金流更多($2.2M vs $-58.0M),过去两年CENTRUS ENERGY CORP的营收复合增速更高(82.9% vs -14.9%)
Centrus Energy Corp是美国能源企业,主营核电站所需核燃料供应,同时专注于离心技术的研发与落地推广,生产可应用于商业、政府场景及国家安全领域的浓缩铀产品。
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。
LEU vs PI — 直观对比
营收规模更大
LEU
是对方的2.0倍
$74.3M
营收增速更快
PI
高出3.5%
-3.6%
自由现金流更多
PI
多$60.2M
$-58.0M
两年增速更快
LEU
近两年复合增速
-14.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $146.2M | $74.3M |
| 净利润 | — | $8.3M |
| 毛利率 | 23.9% | 49.1% |
| 营业利润率 | 8.8% | 30.5% |
| 净利率 | — | 11.2% |
| 营收同比 | -3.6% | -0.0% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $0.52 | $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
LEU
PI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $146.2M | $92.8M | ||
| Q3 25 | $74.9M | $96.1M | ||
| Q2 25 | $154.5M | $97.9M | ||
| Q1 25 | $73.1M | $74.3M | ||
| Q4 24 | $151.6M | $91.6M | ||
| Q3 24 | $57.7M | $95.2M | ||
| Q2 24 | $189.0M | $102.5M |
净利润
LEU
PI
| Q1 26 | — | $8.3M | ||
| Q4 25 | — | $-1.1M | ||
| Q3 25 | $3.9M | $-12.8M | ||
| Q2 25 | $28.9M | $11.6M | ||
| Q1 25 | $27.2M | $-8.5M | ||
| Q4 24 | — | $-2.7M | ||
| Q3 24 | $-5.0M | $221.0K | ||
| Q2 24 | $30.6M | $10.0M |
毛利率
LEU
PI
| Q1 26 | — | 49.1% | ||
| Q4 25 | 23.9% | 51.8% | ||
| Q3 25 | -5.7% | 50.3% | ||
| Q2 25 | 34.9% | 57.8% | ||
| Q1 25 | 45.0% | 49.4% | ||
| Q4 24 | 40.8% | 50.5% | ||
| Q3 24 | 15.4% | 50.0% | ||
| Q2 24 | 19.3% | 56.1% |
营业利润率
LEU
PI
| Q1 26 | — | 30.5% | ||
| Q4 25 | 8.8% | -2.9% | ||
| Q3 25 | -22.2% | 0.7% | ||
| Q2 25 | 21.7% | 11.1% | ||
| Q1 25 | 28.0% | -12.9% | ||
| Q4 24 | 29.7% | -3.9% | ||
| Q3 24 | -13.2% | -0.8% | ||
| Q2 24 | 11.2% | 8.8% |
净利率
LEU
PI
| Q1 26 | — | 11.2% | ||
| Q4 25 | — | -1.2% | ||
| Q3 25 | 5.2% | -13.3% | ||
| Q2 25 | 18.7% | 11.8% | ||
| Q1 25 | 37.2% | -11.4% | ||
| Q4 24 | — | -2.9% | ||
| Q3 24 | -8.7% | 0.2% | ||
| Q2 24 | 16.2% | 9.7% |
每股收益(稀释后)
LEU
PI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.52 | $-0.02 | ||
| Q3 25 | $0.19 | $-0.44 | ||
| Q2 25 | $1.59 | $0.39 | ||
| Q1 25 | $1.60 | $-0.30 | ||
| Q4 24 | $3.26 | $-0.06 | ||
| Q3 24 | $-0.30 | $0.01 | ||
| Q2 24 | $1.89 | $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 | $2.0B | $131.8M |
| 总债务越低越好 | $1.2B | $241.5M |
| 股东权益账面价值 | $765.1M | — |
| 总资产 | $2.4B | $502.5M |
| 负债/权益比越低杠杆越低 | 1.54× | — |
8季度趋势,按日历期对齐
现金及短期投资
LEU
PI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $2.0B | $175.3M | ||
| Q3 25 | $1.6B | $190.1M | ||
| Q2 25 | $833.0M | $193.2M | ||
| Q1 25 | $653.0M | $147.9M | ||
| Q4 24 | $671.4M | $164.7M | ||
| Q3 24 | $194.3M | $170.3M | ||
| Q2 24 | $227.0M | $220.2M |
总债务
LEU
PI
| Q1 26 | — | $241.5M | ||
| Q4 25 | $1.2B | $280.9M | ||
| Q3 25 | $1.2B | $280.4M | ||
| Q2 25 | $390.0M | — | ||
| Q1 25 | $389.5M | — | ||
| Q4 24 | $472.5M | $283.5M | ||
| Q3 24 | $83.5M | — | ||
| Q2 24 | $86.5M | — |
股东权益
LEU
PI
| Q1 26 | — | — | ||
| Q4 25 | $765.1M | $209.2M | ||
| Q3 25 | $363.1M | $195.0M | ||
| Q2 25 | $359.1M | $187.7M | ||
| Q1 25 | $213.9M | $160.6M | ||
| Q4 24 | $161.4M | $149.9M | ||
| Q3 24 | $76.4M | $136.1M | ||
| Q2 24 | $76.6M | $117.0M |
总资产
LEU
PI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $2.4B | $545.2M | ||
| Q3 25 | $2.2B | $516.5M | ||
| Q2 25 | $1.3B | $508.8M | ||
| Q1 25 | $1.3B | $479.8M | ||
| Q4 24 | $1.1B | $489.1M | ||
| Q3 24 | $591.0M | $476.4M | ||
| Q2 24 | $668.2M | $446.1M |
负债/权益比
LEU
PI
| Q1 26 | — | — | ||
| Q4 25 | 1.54× | 1.34× | ||
| Q3 25 | 3.23× | 1.44× | ||
| Q2 25 | 1.09× | — | ||
| Q1 25 | 1.82× | — | ||
| Q4 24 | 2.93× | 1.89× | ||
| Q3 24 | 1.09× | — | ||
| Q2 24 | 1.13× | — |
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 | $-48.4M | — |
| 自由现金流经营现金流 - 资本支出 | $-58.0M | $2.2M |
| 自由现金流率自由现金流/营收 | -39.7% | 3.0% |
| 资本支出强度资本支出/营收 | 6.6% | — |
| 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 | $31.3M | $61.1M |
8季度趋势,按日历期对齐
经营现金流
LEU
PI
| Q1 26 | — | — | ||
| Q4 25 | $-48.4M | $15.1M | ||
| Q3 25 | $10.1M | $20.9M | ||
| Q2 25 | $52.8M | $33.9M | ||
| Q1 25 | $36.5M | $-11.1M | ||
| Q4 24 | $57.9M | $12.6M | ||
| Q3 24 | $-33.2M | $10.1M | ||
| Q2 24 | $7.0M | $45.5M |
自由现金流
LEU
PI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $-58.0M | $13.6M | ||
| Q3 25 | $5.7M | $18.0M | ||
| Q2 25 | $49.2M | $27.3M | ||
| Q1 25 | $34.4M | $-13.0M | ||
| Q4 24 | $57.2M | $8.5M | ||
| Q3 24 | $-34.2M | $4.7M | ||
| Q2 24 | $6.1M | $44.1M |
自由现金流率
LEU
PI
| Q1 26 | — | 3.0% | ||
| Q4 25 | -39.7% | 14.7% | ||
| Q3 25 | 7.6% | 18.7% | ||
| Q2 25 | 31.8% | 27.9% | ||
| Q1 25 | 47.1% | -17.5% | ||
| Q4 24 | 37.7% | 9.3% | ||
| Q3 24 | -59.3% | 4.9% | ||
| Q2 24 | 3.2% | 43.0% |
资本支出强度
LEU
PI
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 1.6% | ||
| Q3 25 | 5.9% | 3.1% | ||
| Q2 25 | 2.3% | 6.7% | ||
| Q1 25 | 2.9% | 2.5% | ||
| Q4 24 | 0.5% | 4.5% | ||
| Q3 24 | 1.7% | 5.7% | ||
| Q2 24 | 0.5% | 1.3% |
现金转化率
LEU
PI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.59× | — | ||
| Q2 25 | 1.83× | 2.93× | ||
| Q1 25 | 1.34× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 45.56× | ||
| Q2 24 | 0.23× | 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
LEU
| Separative Work Units | $111.0M | 76% |
| Services | $21.8M | 15% |
| Other | $13.4M | 9% |
PI
暂无分部数据