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NOODLES & Co（NDLS）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
NOODLES & Co的季度营收约是IMPINJ INC的1.6倍（$122.1M vs $74.3M），IMPINJ INC净利率更高（11.2% vs -7.5%，领先18.7%），IMPINJ INC同比增速更快（-0.0% vs -4.1%），IMPINJ INC自由现金流更多（$2.2M vs $-2.8M），过去两年NOODLES & Co的营收复合增速更高（-1.2% vs -14.9%）
Noodles & Company是源自美国的休闲快餐连锁品牌，主打融合多国风味及美式特色的面条菜品，同时也供应汤品和沙拉。品牌由亚伦·肯尼迪创立于1995年，总部位于科罗拉多州布鲁姆菲尔德，截至2022年年中，品牌已在美国31个州开出了458家门店。
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。
NDLS vs PI — 直观对比
营收规模更大
NDLS
是对方的1.6倍
$74.3M
营收增速更快
PI
高出4.1%
-4.1%
净利率更高
PI
高出18.7%
-7.5%
自由现金流更多
PI
多$5.0M
$-2.8M
两年增速更快
NDLS
近两年复合增速
-14.9%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $122.1M | $74.3M |
| 净利润 | $-9.2M | $8.3M |
| 毛利率 | — | 49.1% |
| 营业利润率 | -5.2% | 30.5% |
| 净利率 | -7.5% | 11.2% |
| 营收同比 | -4.1% | -0.0% |
| 净利润同比 | 32.8% | — |
| 每股收益（稀释后） | $-0.20 | $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NDLSPI
| Q1 26 | — | $74.3M | ||
| Q4 25 | — | $92.8M | ||
| Q3 25 | $122.1M | $96.1M | ||
| Q2 25 | $123.8M | $97.9M | ||
| Q1 25 | — | $74.3M | ||
| Q4 24 | $122.8M | $91.6M | ||
| Q3 24 | $127.4M | $95.2M | ||
| Q2 24 | $121.4M | $102.5M |
净利润NDLSPI
| Q1 26 | — | $8.3M | ||
| Q4 25 | — | $-1.1M | ||
| Q3 25 | $-9.2M | $-12.8M | ||
| Q2 25 | $-9.1M | $11.6M | ||
| Q1 25 | — | $-8.5M | ||
| Q4 24 | $-6.8M | $-2.7M | ||
| Q3 24 | $-13.6M | $221.0K | ||
| Q2 24 | $-6.1M | $10.0M |
毛利率NDLSPI
| Q1 26 | — | 49.1% | ||
| Q4 25 | — | 51.8% | ||
| Q3 25 | — | 50.3% | ||
| Q2 25 | — | 57.8% | ||
| Q1 25 | — | 49.4% | ||
| Q4 24 | — | 50.5% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 56.1% |
营业利润率NDLSPI
| Q1 26 | — | 30.5% | ||
| Q4 25 | — | -2.9% | ||
| Q3 25 | -5.2% | 0.7% | ||
| Q2 25 | -5.2% | 11.1% | ||
| Q1 25 | — | -12.9% | ||
| Q4 24 | -3.9% | -3.9% | ||
| Q3 24 | -9.0% | -0.8% | ||
| Q2 24 | -3.4% | 8.8% |
净利率NDLSPI
| Q1 26 | — | 11.2% | ||
| Q4 25 | — | -1.2% | ||
| Q3 25 | -7.5% | -13.3% | ||
| Q2 25 | -7.3% | 11.8% | ||
| Q1 25 | — | -11.4% | ||
| Q4 24 | -5.5% | -2.9% | ||
| Q3 24 | -10.7% | 0.2% | ||
| Q2 24 | -5.1% | 9.7% |
每股收益（稀释后）NDLSPI
| Q1 26 | — | $0.14 | ||
| Q4 25 | — | $-0.02 | ||
| Q3 25 | $-0.20 | $-0.44 | ||
| Q2 25 | $-0.20 | $0.39 | ||
| Q1 25 | — | $-0.30 | ||
| Q4 24 | $-0.15 | $-0.06 | ||
| Q3 24 | $-0.30 | $0.01 | ||
| Q2 24 | $-0.14 | $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 | $4.7M | $131.8M |
| 总债务越低越好 | — | $241.5M |
| 股东权益账面价值 | $-38.9M | — |
| 总资产 | $280.6M | $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NDLSPI
| Q1 26 | — | $131.8M | ||
| Q4 25 | — | $175.3M | ||
| Q3 25 | $4.7M | $190.1M | ||
| Q2 25 | $1.4M | $193.2M | ||
| Q1 25 | — | $147.9M | ||
| Q4 24 | $3.3M | $164.7M | ||
| Q3 24 | $1.8M | $170.3M | ||
| Q2 24 | $1.3M | $220.2M |
总债务NDLSPI
| 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NDLSPI
| Q1 26 | — | — | ||
| Q4 25 | — | $209.2M | ||
| Q3 25 | $-38.9M | $195.0M | ||
| Q2 25 | $-13.9M | $187.7M | ||
| Q1 25 | — | $160.6M | ||
| Q4 24 | $3.7M | $149.9M | ||
| Q3 24 | $9.6M | $136.1M | ||
| Q2 24 | $21.9M | $117.0M |
总资产NDLSPI
| Q1 26 | — | $502.5M | ||
| Q4 25 | — | $545.2M | ||
| Q3 25 | $280.6M | $516.5M | ||
| Q2 25 | $319.4M | $508.8M | ||
| Q1 25 | — | $479.8M | ||
| Q4 24 | $340.5M | $489.1M | ||
| Q3 24 | $346.3M | $476.4M | ||
| Q2 24 | $360.4M | $446.1M |
负债/权益比NDLSPI
| 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 | $4.3M | — |
| 自由现金流经营现金流 - 资本支出 | $-2.8M | $2.2M |
| 自由现金流率自由现金流/营收 | -2.3% | 3.0% |
| 资本支出强度资本支出/营收 | 5.8% | — |
| 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 | $-7.5M | $61.1M |
8季度趋势，按日历期对齐
经营现金流NDLSPI
| Q1 26 | — | — | ||
| Q4 25 | — | $15.1M | ||
| Q3 25 | $4.3M | $20.9M | ||
| Q2 25 | $4.0M | $33.9M | ||
| Q1 25 | — | $-11.1M | ||
| Q4 24 | $5.8M | $12.6M | ||
| Q3 24 | $4.7M | $10.1M | ||
| Q2 24 | $7.0M | $45.5M |
自由现金流NDLSPI
| Q1 26 | — | $2.2M | ||
| Q4 25 | — | $13.6M | ||
| Q3 25 | $-2.8M | $18.0M | ||
| Q2 25 | $1.1M | $27.3M | ||
| Q1 25 | — | $-13.0M | ||
| Q4 24 | $-1.3M | $8.5M | ||
| Q3 24 | $-4.5M | $4.7M | ||
| Q2 24 | $-1.6M | $44.1M |
自由现金流率NDLSPI
| Q1 26 | — | 3.0% | ||
| Q4 25 | — | 14.7% | ||
| Q3 25 | -2.3% | 18.7% | ||
| Q2 25 | 0.9% | 27.9% | ||
| Q1 25 | — | -17.5% | ||
| Q4 24 | -1.1% | 9.3% | ||
| Q3 24 | -3.5% | 4.9% | ||
| Q2 24 | -1.4% | 43.0% |
资本支出强度NDLSPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | 5.8% | 3.1% | ||
| Q2 25 | 2.4% | 6.7% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | 5.8% | 4.5% | ||
| Q3 24 | 7.2% | 5.7% | ||
| Q2 24 | 7.1% | 1.3% |
现金转化率NDLSPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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
NDLS
| Food And Beverage | $119.6M | 98% |
| Franchise | $2.5M | 2% |
PI
暂无分部数据
