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Ostin Technology Group Co., Ltd.(OST)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Ostin Technology Group Co., Ltd.的4.5倍($92.8M vs $20.8M)。IMPINJ INC净利率更高(-1.2% vs -24.8%,领先23.6%)。Ostin Technology Group Co., Ltd.同比增速更快(39.2% vs 1.4%)
奥斯丁科技集团是一家显示与交互技术解决方案供应商,研发生产触控面板、交互式白板、定制显示模组等产品,服务消费电子、教育及商业等领域,业务覆盖亚太、北美及欧洲核心市场。
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。
OST vs PI — 直观对比
营收规模更大
PI
是对方的4.5倍
$20.8M
营收增速更快
OST
高出37.8%
1.4%
净利率更高
PI
高出23.6%
-24.8%
损益表 — Q2 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $20.8M | $92.8M |
| 净利润 | $-5.2M | $-1.1M |
| 毛利率 | 9.1% | 51.8% |
| 营业利润率 | -23.4% | -2.9% |
| 净利率 | -24.8% | -1.2% |
| 营收同比 | 39.2% | 1.4% |
| 净利润同比 | -11.6% | 57.7% |
| 每股收益(稀释后) | $-2.98 | $-0.02 |
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
OST
PI
| Q4 25 | — | $92.8M | ||
| Q3 25 | — | $96.1M | ||
| Q2 25 | — | $97.9M | ||
| Q1 25 | $20.8M | $74.3M | ||
| Q4 24 | — | $91.6M | ||
| Q3 24 | — | $95.2M | ||
| Q2 24 | — | $102.5M | ||
| Q1 24 | $15.0M | $76.8M |
净利润
OST
PI
| Q4 25 | — | $-1.1M | ||
| Q3 25 | — | $-12.8M | ||
| Q2 25 | — | $11.6M | ||
| Q1 25 | $-5.2M | $-8.5M | ||
| Q4 24 | — | $-2.7M | ||
| Q3 24 | — | $221.0K | ||
| Q2 24 | — | $10.0M | ||
| Q1 24 | $-4.6M | $33.3M |
毛利率
OST
PI
| Q4 25 | — | 51.8% | ||
| Q3 25 | — | 50.3% | ||
| Q2 25 | — | 57.8% | ||
| Q1 25 | 9.1% | 49.4% | ||
| Q4 24 | — | 50.5% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 56.1% | ||
| Q1 24 | 5.9% | 48.9% |
营业利润率
OST
PI
| Q4 25 | — | -2.9% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | -23.4% | -12.9% | ||
| Q4 24 | — | -3.9% | ||
| Q3 24 | — | -0.8% | ||
| Q2 24 | — | 8.8% | ||
| Q1 24 | -25.3% | -15.3% |
净利率
OST
PI
| Q4 25 | — | -1.2% | ||
| Q3 25 | — | -13.3% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | -24.8% | -11.4% | ||
| Q4 24 | — | -2.9% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 9.7% | ||
| Q1 24 | -31.0% | 43.4% |
每股收益(稀释后)
OST
PI
| Q4 25 | — | $-0.02 | ||
| Q3 25 | — | $-0.44 | ||
| Q2 25 | — | $0.39 | ||
| Q1 25 | $-2.98 | $-0.30 | ||
| Q4 24 | — | $-0.06 | ||
| Q3 24 | — | $0.01 | ||
| Q2 24 | — | $0.34 | ||
| Q1 24 | $-0.29 | $1.10 |
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 | $1.7M | $175.3M |
| 总债务越低越好 | — | $280.9M |
| 股东权益账面价值 | $2.7M | $209.2M |
| 总资产 | $52.6M | $545.2M |
| 负债/权益比越低杠杆越低 | — | 1.34× |
8季度趋势,按日历期对齐
现金及短期投资
OST
PI
| Q4 25 | — | $175.3M | ||
| Q3 25 | — | $190.1M | ||
| Q2 25 | — | $193.2M | ||
| Q1 25 | $1.7M | $147.9M | ||
| Q4 24 | — | $164.7M | ||
| Q3 24 | — | $170.3M | ||
| Q2 24 | — | $220.2M | ||
| Q1 24 | $1.7M | $174.1M |
总债务
OST
PI
| Q4 25 | — | $280.9M | ||
| Q3 25 | — | $280.4M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $283.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
OST
PI
| Q4 25 | — | $209.2M | ||
| Q3 25 | — | $195.0M | ||
| Q2 25 | — | $187.7M | ||
| Q1 25 | $2.7M | $160.6M | ||
| Q4 24 | — | $149.9M | ||
| Q3 24 | — | $136.1M | ||
| Q2 24 | — | $117.0M | ||
| Q1 24 | $10.3M | $85.9M |
总资产
OST
PI
| Q4 25 | — | $545.2M | ||
| Q3 25 | — | $516.5M | ||
| Q2 25 | — | $508.8M | ||
| Q1 25 | $52.6M | $479.8M | ||
| Q4 24 | — | $489.1M | ||
| Q3 24 | — | $476.4M | ||
| Q2 24 | — | $446.1M | ||
| Q1 24 | $51.4M | $413.9M |
负债/权益比
OST
PI
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.89× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | — | $15.1M |
| 自由现金流经营现金流 - 资本支出 | — | $13.6M |
| 自由现金流率自由现金流/营收 | — | 14.7% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 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 | — | $45.9M |
8季度趋势,按日历期对齐
经营现金流
OST
PI
| Q4 25 | — | $15.1M | ||
| Q3 25 | — | $20.9M | ||
| Q2 25 | — | $33.9M | ||
| Q1 25 | — | $-11.1M | ||
| Q4 24 | — | $12.6M | ||
| Q3 24 | — | $10.1M | ||
| Q2 24 | — | $45.5M | ||
| Q1 24 | $-3.9M | $60.1M |
自由现金流
OST
PI
| Q4 25 | — | $13.6M | ||
| Q3 25 | — | $18.0M | ||
| Q2 25 | — | $27.3M | ||
| Q1 25 | — | $-13.0M | ||
| Q4 24 | — | $8.5M | ||
| Q3 24 | — | $4.7M | ||
| Q2 24 | — | $44.1M | ||
| Q1 24 | $-4.5M | $53.9M |
自由现金流率
OST
PI
| Q4 25 | — | 14.7% | ||
| Q3 25 | — | 18.7% | ||
| Q2 25 | — | 27.9% | ||
| Q1 25 | — | -17.5% | ||
| Q4 24 | — | 9.3% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 43.0% | ||
| Q1 24 | -30.1% | 70.2% |
资本支出强度
OST
PI
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 6.7% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | 4.5% | ||
| Q3 24 | — | 5.7% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | 4.1% | 8.1% |
现金转化率
OST
PI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 45.56× | ||
| Q2 24 | — | 4.56× | ||
| Q1 24 | — | 1.80× |
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
OST
暂无分部数据
PI
| Endpoint I Cs | $75.2M | 81% |
| Systems | $17.7M | 19% |