vs
Limbach Holdings, Inc.（LMB）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
Limbach Holdings, Inc.的季度营收约是IMPINJ INC的1.9倍（$138.9M vs $74.3M），IMPINJ INC净利率更高（11.2% vs 3.2%，领先8.0%），Limbach Holdings, Inc.同比增速更快（4.3% vs -0.0%），过去两年Limbach Holdings, Inc.的营收复合增速更高（6.6% vs -14.9%）
林巴赫航空发动机是一家由中资控股、总部位于德国的企业，主营航空发动机的研发与制造业务，在航空动力装备领域拥有成熟的生产技术与行业经验。
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。
LMB vs PI — 直观对比
营收规模更大
LMB
是对方的1.9倍
$74.3M
营收增速更快
LMB
高出4.4%
-0.0%
净利率更高
PI
高出8.0%
3.2%
两年增速更快
LMB
近两年复合增速
-14.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $138.9M | $74.3M |
| 净利润 | $4.4M | $8.3M |
| 毛利率 | 22.4% | 49.1% |
| 营业利润率 | 0.8% | 30.5% |
| 净利率 | 3.2% | 11.2% |
| 营收同比 | 4.3% | -0.0% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.36 | $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LMBPI
| Q1 26 | $138.9M | $74.3M | ||
| Q4 25 | $186.9M | $92.8M | ||
| Q3 25 | $184.6M | $96.1M | ||
| Q2 25 | $142.2M | $97.9M | ||
| Q1 25 | $133.1M | $74.3M | ||
| Q4 24 | $143.7M | $91.6M | ||
| Q3 24 | $133.9M | $95.2M | ||
| Q2 24 | $122.2M | $102.5M |
净利润LMBPI
| Q1 26 | $4.4M | $8.3M | ||
| Q4 25 | $12.3M | $-1.1M | ||
| Q3 25 | $8.8M | $-12.8M | ||
| Q2 25 | $7.8M | $11.6M | ||
| Q1 25 | $10.2M | $-8.5M | ||
| Q4 24 | $9.8M | $-2.7M | ||
| Q3 24 | $7.5M | $221.0K | ||
| Q2 24 | $6.0M | $10.0M |
毛利率LMBPI
| Q1 26 | 22.4% | 49.1% | ||
| Q4 25 | 25.7% | 51.8% | ||
| Q3 25 | 24.2% | 50.3% | ||
| Q2 25 | 28.0% | 57.8% | ||
| Q1 25 | 27.6% | 49.4% | ||
| Q4 24 | 30.3% | 50.5% | ||
| Q3 24 | 27.0% | 50.0% | ||
| Q2 24 | 27.4% | 56.1% |
营业利润率LMBPI
| Q1 26 | 0.8% | 30.5% | ||
| Q4 25 | 9.4% | -2.9% | ||
| Q3 25 | 7.2% | 0.7% | ||
| Q2 25 | 7.5% | 11.1% | ||
| Q1 25 | 5.9% | -12.9% | ||
| Q4 24 | 9.1% | -3.9% | ||
| Q3 24 | 8.1% | -0.8% | ||
| Q2 24 | 6.7% | 8.8% |
净利率LMBPI
| Q1 26 | 3.2% | 11.2% | ||
| Q4 25 | 6.6% | -1.2% | ||
| Q3 25 | 4.8% | -13.3% | ||
| Q2 25 | 5.5% | 11.8% | ||
| Q1 25 | 7.7% | -11.4% | ||
| Q4 24 | 6.9% | -2.9% | ||
| Q3 24 | 5.6% | 0.2% | ||
| Q2 24 | 4.9% | 9.7% |
每股收益（稀释后）LMBPI
| Q1 26 | $0.36 | $0.14 | ||
| Q4 25 | $1.01 | $-0.02 | ||
| Q3 25 | $0.73 | $-0.44 | ||
| Q2 25 | $0.64 | $0.39 | ||
| Q1 25 | $0.85 | $-0.30 | ||
| Q4 24 | $0.81 | $-0.06 | ||
| Q3 24 | $0.62 | $0.01 | ||
| Q2 24 | $0.50 | $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 | $15.8M | $131.8M |
| 总债务越低越好 | $56.6M | $241.5M |
| 股东权益账面价值 | $196.3M | — |
| 总资产 | $377.0M | $502.5M |
| 负债/权益比越低杠杆越低 | 0.29× | — |
8季度趋势，按日历期对齐
现金及短期投资LMBPI
| Q1 26 | $15.8M | $131.8M | ||
| Q4 25 | $11.3M | $175.3M | ||
| Q3 25 | $9.8M | $190.1M | ||
| Q2 25 | $38.9M | $193.2M | ||
| Q1 25 | $38.1M | $147.9M | ||
| Q4 24 | $44.9M | $164.7M | ||
| Q3 24 | $51.2M | $170.3M | ||
| Q2 24 | $59.5M | $220.2M |
总债务LMBPI
| Q1 26 | $56.6M | $241.5M | ||
| Q4 25 | $30.5M | $280.9M | ||
| Q3 25 | $56.3M | $280.4M | ||
| Q2 25 | $28.4M | — | ||
| Q1 25 | $23.7M | — | ||
| Q4 24 | $23.6M | $283.5M | ||
| Q3 24 | $20.5M | — | ||
| Q2 24 | $19.7M | — |
股东权益LMBPI
| Q1 26 | $196.3M | — | ||
| Q4 25 | $195.7M | $209.2M | ||
| Q3 25 | $181.6M | $195.0M | ||
| Q2 25 | $170.5M | $187.7M | ||
| Q1 25 | $161.1M | $160.6M | ||
| Q4 24 | $153.5M | $149.9M | ||
| Q3 24 | $142.2M | $136.1M | ||
| Q2 24 | $133.0M | $117.0M |
总资产LMBPI
| Q1 26 | $377.0M | $502.5M | ||
| Q4 25 | $381.1M | $545.2M | ||
| Q3 25 | $409.1M | $516.5M | ||
| Q2 25 | $343.0M | $508.8M | ||
| Q1 25 | $336.4M | $479.8M | ||
| Q4 24 | $352.1M | $489.1M | ||
| Q3 24 | $324.4M | $476.4M | ||
| Q2 24 | $303.9M | $446.1M |
负债/权益比LMBPI
| Q1 26 | 0.29× | — | ||
| Q4 25 | 0.16× | 1.34× | ||
| Q3 25 | 0.31× | 1.44× | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | 1.89× | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 0.15× | — |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $2.2M |
| 自由现金流率自由现金流/营收 | — | 3.0% |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | $61.1M |
8季度趋势，按日历期对齐
经营现金流LMBPI
| Q1 26 | — | — | ||
| Q4 25 | $28.1M | $15.1M | ||
| Q3 25 | $13.3M | $20.9M | ||
| Q2 25 | $2.0M | $33.9M | ||
| Q1 25 | $2.2M | $-11.1M | ||
| Q4 24 | $19.3M | $12.6M | ||
| Q3 24 | $4.9M | $10.1M | ||
| Q2 24 | $16.5M | $45.5M |
自由现金流LMBPI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $27.9M | $13.6M | ||
| Q3 25 | $12.8M | $18.0M | ||
| Q2 25 | $1.2M | $27.3M | ||
| Q1 25 | $11.0K | $-13.0M | ||
| Q4 24 | $18.0M | $8.5M | ||
| Q3 24 | $4.6M | $4.7M | ||
| Q2 24 | $13.2M | $44.1M |
自由现金流率LMBPI
| Q1 26 | — | 3.0% | ||
| Q4 25 | 14.9% | 14.7% | ||
| Q3 25 | 7.0% | 18.7% | ||
| Q2 25 | 0.8% | 27.9% | ||
| Q1 25 | 0.0% | -17.5% | ||
| Q4 24 | 12.5% | 9.3% | ||
| Q3 24 | 3.4% | 4.9% | ||
| Q2 24 | 10.8% | 43.0% |
资本支出强度LMBPI
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 1.6% | ||
| Q3 25 | 0.3% | 3.1% | ||
| Q2 25 | 0.6% | 6.7% | ||
| Q1 25 | 1.7% | 2.5% | ||
| Q4 24 | 0.9% | 4.5% | ||
| Q3 24 | 0.3% | 5.7% | ||
| Q2 24 | 2.7% | 1.3% |
现金转化率LMBPI
| Q1 26 | — | — | ||
| Q4 25 | 2.29× | — | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 0.26× | 2.93× | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 0.66× | 45.56× | ||
| Q2 24 | 2.77× | 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
LMB
| ODR | $99.8M | 72% |
| GCR | $39.0M | 28% |
PI
暂无分部数据
