vs
莱夫 Nation 娱乐（LIVE）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
莱夫 Nation 娱乐的季度营收约是IMPINJ INC的1.5倍（$108.5M vs $74.3M），IMPINJ INC净利率更高（11.2% vs -0.1%，领先11.3%），IMPINJ INC同比增速更快（-0.0% vs -2.7%），莱夫 Nation 娱乐自由现金流更多（$8.5M vs $2.2M），过去两年莱夫 Nation 娱乐的营收复合增速更高（-4.3% vs -14.9%）
Live Nation Entertainment是一家美国跨国娱乐企业，2010年由Live Nation与Ticketmaster合并而成。目前两大品牌均作为子品牌运营，在全球范围内推广现场娱乐活动并提供票务销售服务，同时还自营多处娱乐场馆，并为音乐人提供艺人经纪服务。
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。
LIVE vs PI — 直观对比
营收规模更大
LIVE
是对方的1.5倍
$74.3M
营收增速更快
PI
高出2.6%
-2.7%
净利率更高
PI
高出11.3%
-0.1%
自由现金流更多
LIVE
多$6.3M
$2.2M
两年增速更快
LIVE
近两年复合增速
-14.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $74.3M |
| 净利润 | $-64.0K | $8.3M |
| 毛利率 | 32.6% | 49.1% |
| 营业利润率 | 3.2% | 30.5% |
| 净利率 | -0.1% | 11.2% |
| 营收同比 | -2.7% | -0.0% |
| 净利润同比 | -113.0% | — |
| 每股收益（稀释后） | $-0.02 | $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LIVEPI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $108.5M | $92.8M | ||
| Q3 25 | $113.9M | $96.1M | ||
| Q2 25 | $112.5M | $97.9M | ||
| Q1 25 | $107.0M | $74.3M | ||
| Q4 24 | $111.5M | $91.6M | ||
| Q3 24 | $112.7M | $95.2M | ||
| Q2 24 | $123.9M | $102.5M |
净利润LIVEPI
| Q1 26 | — | $8.3M | ||
| Q4 25 | $-64.0K | $-1.1M | ||
| Q3 25 | $997.0K | $-12.8M | ||
| Q2 25 | $5.4M | $11.6M | ||
| Q1 25 | $15.9M | $-8.5M | ||
| Q4 24 | $492.0K | $-2.7M | ||
| Q3 24 | $-19.9M | $221.0K | ||
| Q2 24 | $-2.9M | $10.0M |
毛利率LIVEPI
| Q1 26 | — | 49.1% | ||
| Q4 25 | 32.6% | 51.8% | ||
| Q3 25 | 32.4% | 50.3% | ||
| Q2 25 | 34.0% | 57.8% | ||
| Q1 25 | 32.8% | 49.4% | ||
| Q4 24 | 31.7% | 50.5% | ||
| Q3 24 | 31.9% | 50.0% | ||
| Q2 24 | 29.9% | 56.1% |
营业利润率LIVEPI
| Q1 26 | — | 30.5% | ||
| Q4 25 | 3.2% | -2.9% | ||
| Q3 25 | 3.3% | 0.7% | ||
| Q2 25 | 7.1% | 11.1% | ||
| Q1 25 | 2.0% | -12.9% | ||
| Q4 24 | 0.7% | -3.9% | ||
| Q3 24 | -15.5% | -0.8% | ||
| Q2 24 | 0.9% | 8.8% |
净利率LIVEPI
| Q1 26 | — | 11.2% | ||
| Q4 25 | -0.1% | -1.2% | ||
| Q3 25 | 0.9% | -13.3% | ||
| Q2 25 | 4.8% | 11.8% | ||
| Q1 25 | 14.8% | -11.4% | ||
| Q4 24 | 0.4% | -2.9% | ||
| Q3 24 | -17.6% | 0.2% | ||
| Q2 24 | -2.3% | 9.7% |
每股收益（稀释后）LIVEPI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $-0.02 | $-0.02 | ||
| Q3 25 | $-1.52 | $-0.44 | ||
| Q2 25 | $1.24 | $0.39 | ||
| Q1 25 | $5.05 | $-0.30 | ||
| Q4 24 | $0.16 | $-0.06 | ||
| Q3 24 | $-6.31 | $0.01 | ||
| Q2 24 | $-0.91 | $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 | — | $131.8M |
| 总债务越低越好 | — | $241.5M |
| 股东权益账面价值 | $95.3M | — |
| 总资产 | $389.2M | $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LIVEPI
| Q1 26 | — | $131.8M | ||
| Q4 25 | — | $175.3M | ||
| Q3 25 | — | $190.1M | ||
| Q2 25 | — | $193.2M | ||
| Q1 25 | — | $147.9M | ||
| Q4 24 | — | $164.7M | ||
| Q3 24 | — | $170.3M | ||
| Q2 24 | — | $220.2M |
总债务LIVEPI
| 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LIVEPI
| Q1 26 | — | — | ||
| Q4 25 | $95.3M | $209.2M | ||
| Q3 25 | $95.3M | $195.0M | ||
| Q2 25 | $94.3M | $187.7M | ||
| Q1 25 | $88.9M | $160.6M | ||
| Q4 24 | $73.3M | $149.9M | ||
| Q3 24 | $72.9M | $136.1M | ||
| Q2 24 | $92.7M | $117.0M |
总资产LIVEPI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $389.2M | $545.2M | ||
| Q3 25 | $386.4M | $516.5M | ||
| Q2 25 | $387.5M | $508.8M | ||
| Q1 25 | $393.6M | $479.8M | ||
| Q4 24 | $395.5M | $489.1M | ||
| Q3 24 | $407.5M | $476.4M | ||
| Q2 24 | $436.8M | $446.1M |
负债/权益比LIVEPI
| 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 | $9.8M | — |
| 自由现金流经营现金流 - 资本支出 | $8.5M | $2.2M |
| 自由现金流率自由现金流/营收 | 7.8% | 3.0% |
| 资本支出强度资本支出/营收 | 1.2% | — |
| 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 | $21.9M | $61.1M |
8季度趋势，按日历期对齐
经营现金流LIVEPI
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $15.1M | ||
| Q3 25 | $6.8M | $20.9M | ||
| Q2 25 | $12.3M | $33.9M | ||
| Q1 25 | $231.0K | $-11.1M | ||
| Q4 24 | $9.4M | $12.6M | ||
| Q3 24 | $6.7M | $10.1M | ||
| Q2 24 | $11.7M | $45.5M |
自由现金流LIVEPI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $8.5M | $13.6M | ||
| Q3 25 | $4.8M | $18.0M | ||
| Q2 25 | $10.8M | $27.3M | ||
| Q1 25 | $-2.3M | $-13.0M | ||
| Q4 24 | $7.6M | $8.5M | ||
| Q3 24 | $3.3M | $4.7M | ||
| Q2 24 | $10.1M | $44.1M |
自由现金流率LIVEPI
| Q1 26 | — | 3.0% | ||
| Q4 25 | 7.8% | 14.7% | ||
| Q3 25 | 4.2% | 18.7% | ||
| Q2 25 | 9.6% | 27.9% | ||
| Q1 25 | -2.1% | -17.5% | ||
| Q4 24 | 6.8% | 9.3% | ||
| Q3 24 | 2.9% | 4.9% | ||
| Q2 24 | 8.2% | 43.0% |
资本支出强度LIVEPI
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 1.6% | ||
| Q3 25 | 1.7% | 3.1% | ||
| Q2 25 | 1.3% | 6.7% | ||
| Q1 25 | 2.3% | 2.5% | ||
| Q4 24 | 1.6% | 4.5% | ||
| Q3 24 | 3.1% | 5.7% | ||
| Q2 24 | 1.3% | 1.3% |
现金转化率LIVEPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 6.78× | — | ||
| Q2 25 | 2.28× | 2.93× | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 19.11× | — | ||
| 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
LIVE
| Steel Manufacturing Segment | $31.9M | 29% |
| Flooring Manufacturing Segment | $28.9M | 27% |
| Retail Flooring Segment | $25.3M | 23% |
| Retail Entertainment Segment | $23.6M | 22% |
PI
暂无分部数据
