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Mama's Creations, Inc.（MAMA）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
IMPINJ INC的季度营收约是Mama's Creations, Inc.的1.6倍（$74.3M vs $47.3M），IMPINJ INC净利率更高（11.2% vs 1.1%，领先10.1%），Mama's Creations, Inc.同比增速更快（50.0% vs -0.0%），Mama's Creations, Inc.自由现金流更多（$3.7M vs $2.2M），过去两年Mama's Creations, Inc.的营收复合增速更高（33.0% vs -14.9%）
Mama's Creations是一家美国食品制造企业，主要生产冷藏即食、加热即食类食品，涵盖意式肉丸、香肠、意面餐食等预制菜品，产品主要供应美国本土的零售商超、大众零售商及餐饮服务合作伙伴，主打便捷高品质的家常风味食品。
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。
MAMA vs PI — 直观对比
营收规模更大
PI
是对方的1.6倍
$47.3M
营收增速更快
MAMA
高出50.0%
-0.0%
净利率更高
PI
高出10.1%
1.1%
自由现金流更多
MAMA
多$1.4M
$2.2M
两年增速更快
MAMA
近两年复合增速
-14.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $47.3M | $74.3M |
| 净利润 | $540.0K | $8.3M |
| 毛利率 | 23.6% | 49.1% |
| 营业利润率 | 1.7% | 30.5% |
| 净利率 | 1.1% | 11.2% |
| 营收同比 | 50.0% | -0.0% |
| 净利润同比 | 31.7% | — |
| 每股收益（稀释后） | $0.01 | $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MAMAPI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $47.3M | $92.8M | ||
| Q3 25 | $35.2M | $96.1M | ||
| Q2 25 | $35.3M | $97.9M | ||
| Q1 25 | $33.6M | $74.3M | ||
| Q4 24 | $31.5M | $91.6M | ||
| Q3 24 | $28.4M | $95.2M | ||
| Q2 24 | $29.8M | $102.5M |
净利润MAMAPI
| Q1 26 | — | $8.3M | ||
| Q4 25 | $540.0K | $-1.1M | ||
| Q3 25 | $1.3M | $-12.8M | ||
| Q2 25 | $1.2M | $11.6M | ||
| Q1 25 | $1.6M | $-8.5M | ||
| Q4 24 | $410.0K | $-2.7M | ||
| Q3 24 | $1.1M | $221.0K | ||
| Q2 24 | $553.0K | $10.0M |
毛利率MAMAPI
| Q1 26 | — | 49.1% | ||
| Q4 25 | 23.6% | 51.8% | ||
| Q3 25 | 24.9% | 50.3% | ||
| Q2 25 | 26.1% | 57.8% | ||
| Q1 25 | 27.0% | 49.4% | ||
| Q4 24 | 22.6% | 50.5% | ||
| Q3 24 | 24.2% | 50.0% | ||
| Q2 24 | 25.0% | 56.1% |
营业利润率MAMAPI
| Q1 26 | — | 30.5% | ||
| Q4 25 | 1.7% | -2.9% | ||
| Q3 25 | 4.8% | 0.7% | ||
| Q2 25 | 4.5% | 11.1% | ||
| Q1 25 | 5.7% | -12.9% | ||
| Q4 24 | 1.8% | -3.9% | ||
| Q3 24 | 5.7% | -0.8% | ||
| Q2 24 | 2.6% | 8.8% |
净利率MAMAPI
| Q1 26 | — | 11.2% | ||
| Q4 25 | 1.1% | -1.2% | ||
| Q3 25 | 3.6% | -13.3% | ||
| Q2 25 | 3.5% | 11.8% | ||
| Q1 25 | 4.8% | -11.4% | ||
| Q4 24 | 1.3% | -2.9% | ||
| Q3 24 | 4.0% | 0.2% | ||
| Q2 24 | 1.9% | 9.7% |
每股收益（稀释后）MAMAPI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.01 | $-0.02 | ||
| Q3 25 | $0.03 | $-0.44 | ||
| Q2 25 | $0.03 | $0.39 | ||
| Q1 25 | $0.04 | $-0.30 | ||
| Q4 24 | $0.01 | $-0.06 | ||
| Q3 24 | $0.03 | $0.01 | ||
| Q2 24 | $0.01 | $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 | $18.1M | $131.8M |
| 总债务越低越好 | — | $241.5M |
| 股东权益账面价值 | $49.6M | — |
| 总资产 | $84.0M | $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MAMAPI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $18.1M | $175.3M | ||
| Q3 25 | $9.4M | $190.1M | ||
| Q2 25 | $12.0M | $193.2M | ||
| Q1 25 | $7.2M | $147.9M | ||
| Q4 24 | $9.3M | $164.7M | ||
| Q3 24 | $7.4M | $170.3M | ||
| Q2 24 | $13.0M | $220.2M |
总债务MAMAPI
| 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MAMAPI
| Q1 26 | — | — | ||
| Q4 25 | $49.6M | $209.2M | ||
| Q3 25 | $29.6M | $195.0M | ||
| Q2 25 | $26.4M | $187.7M | ||
| Q1 25 | $24.9M | $160.6M | ||
| Q4 24 | $23.0M | $149.9M | ||
| Q3 24 | $22.3M | $136.1M | ||
| Q2 24 | $20.3M | $117.0M |
总资产MAMAPI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $84.0M | $545.2M | ||
| Q3 25 | $51.2M | $516.5M | ||
| Q2 25 | $52.7M | $508.8M | ||
| Q1 25 | $47.1M | $479.8M | ||
| Q4 24 | $47.9M | $489.1M | ||
| Q3 24 | $43.0M | $476.4M | ||
| Q2 24 | $47.2M | $446.1M |
负债/权益比MAMAPI
| 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 | $3.9M | — |
| 自由现金流经营现金流 - 资本支出 | $3.7M | $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 | 0.4% | — |
| 现金转化率经营现金流/净利润 | 7.16× | — |
| 过去12个月自由现金流最近4个季度 | $6.0M | $61.1M |
8季度趋势，按日历期对齐
经营现金流MAMAPI
| Q1 26 | — | — | ||
| Q4 25 | $3.9M | $15.1M | ||
| Q3 25 | $-1.7M | $20.9M | ||
| Q2 25 | $6.0M | $33.9M | ||
| Q1 25 | $-857.0K | $-11.1M | ||
| Q4 24 | $4.8M | $12.6M | ||
| Q3 24 | $-2.4M | $10.1M | ||
| Q2 24 | $3.6M | $45.5M |
自由现金流MAMAPI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $3.7M | $13.6M | ||
| Q3 25 | $-2.2M | $18.0M | ||
| Q2 25 | $5.5M | $27.3M | ||
| Q1 25 | $-930.0K | $-13.0M | ||
| Q4 24 | $2.5M | $8.5M | ||
| Q3 24 | $-4.0M | $4.7M | ||
| Q2 24 | $2.5M | $44.1M |
自由现金流率MAMAPI
| Q1 26 | — | 3.0% | ||
| Q4 25 | 7.8% | 14.7% | ||
| Q3 25 | -6.2% | 18.7% | ||
| Q2 25 | 15.5% | 27.9% | ||
| Q1 25 | -2.8% | -17.5% | ||
| Q4 24 | 8.0% | 9.3% | ||
| Q3 24 | -14.1% | 4.9% | ||
| Q2 24 | 8.4% | 43.0% |
资本支出强度MAMAPI
| Q1 26 | — | — | ||
| Q4 25 | 0.4% | 1.6% | ||
| Q3 25 | 1.5% | 3.1% | ||
| Q2 25 | 1.5% | 6.7% | ||
| Q1 25 | 0.2% | 2.5% | ||
| Q4 24 | 7.2% | 4.5% | ||
| Q3 24 | 5.6% | 5.7% | ||
| Q2 24 | 3.8% | 1.3% |
现金转化率MAMAPI
| Q1 26 | — | — | ||
| Q4 25 | 7.16× | — | ||
| Q3 25 | -1.31× | — | ||
| Q2 25 | 4.85× | 2.93× | ||
| Q1 25 | -0.54× | — | ||
| Q4 24 | 11.71× | — | ||
| Q3 24 | -2.10× | 45.56× | ||
| Q2 24 | 6.58× | 4.56× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
