vs
IMPINJ INC（PI）与PREFORMED LINE PRODUCTS CO（PLPC）财务数据对比。点击上方公司名可切换其他公司
PREFORMED LINE PRODUCTS CO的季度营收约是IMPINJ INC的1.9倍（$173.1M vs $92.8M），PREFORMED LINE PRODUCTS CO净利率更高（4.9% vs -1.2%，领先6.1%），PREFORMED LINE PRODUCTS CO同比增速更快（3.6% vs 1.4%），IMPINJ INC自由现金流更多（$13.6M vs $11.8M），过去两年PREFORMED LINE PRODUCTS CO的营收复合增速更高（10.8% vs 9.9%）
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。
预成型线路产品公司（PLPC）研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件，服务全球多地的公用事业、网络运营商及工业客户，提供可提升网络可靠性与运营效率的解决方案。
PI vs PLPC — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $92.8M | $173.1M |
| 净利润 | $-1.1M | $8.4M |
| 毛利率 | 51.8% | 29.8% |
| 营业利润率 | -2.9% | 6.8% |
| 净利率 | -1.2% | 4.9% |
| 营收同比 | 1.4% | 3.6% |
| 净利润同比 | 57.7% | -19.3% |
| 每股收益（稀释后） | $-0.02 | $1.72 |
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
| Q4 25 | $92.8M | $173.1M | ||
| Q3 25 | $96.1M | $178.1M | ||
| Q2 25 | $97.9M | $169.6M | ||
| Q1 25 | $74.3M | $148.5M | ||
| Q4 24 | $91.6M | $167.1M | ||
| Q3 24 | $95.2M | $147.0M | ||
| Q2 24 | $102.5M | $138.7M | ||
| Q1 24 | $76.8M | $140.9M |
| Q4 25 | $-1.1M | $8.4M | ||
| Q3 25 | $-12.8M | $2.6M | ||
| Q2 25 | $11.6M | $12.7M | ||
| Q1 25 | $-8.5M | $11.5M | ||
| Q4 24 | $-2.7M | $10.5M | ||
| Q3 24 | $221.0K | $7.7M | ||
| Q2 24 | $10.0M | $9.4M | ||
| Q1 24 | $33.3M | $9.6M |
| Q4 25 | 51.8% | 29.8% | ||
| Q3 25 | 50.3% | 29.7% | ||
| Q2 25 | 57.8% | 32.7% | ||
| Q1 25 | 49.4% | 32.8% | ||
| Q4 24 | 50.5% | 33.3% | ||
| Q3 24 | 50.0% | 31.1% | ||
| Q2 24 | 56.1% | 31.9% | ||
| Q1 24 | 48.9% | 31.3% |
| Q4 25 | -2.9% | 6.8% | ||
| Q3 25 | 0.7% | 7.4% | ||
| Q2 25 | 11.1% | 10.1% | ||
| Q1 25 | -12.9% | 8.8% | ||
| Q4 24 | -3.9% | 10.5% | ||
| Q3 24 | -0.8% | 7.1% | ||
| Q2 24 | 8.8% | 8.1% | ||
| Q1 24 | -15.3% | 8.2% |
| Q4 25 | -1.2% | 4.9% | ||
| Q3 25 | -13.3% | 1.5% | ||
| Q2 25 | 11.8% | 7.5% | ||
| Q1 25 | -11.4% | 7.8% | ||
| Q4 24 | -2.9% | 6.3% | ||
| Q3 24 | 0.2% | 5.2% | ||
| Q2 24 | 9.7% | 6.8% | ||
| Q1 24 | 43.4% | 6.8% |
| Q4 25 | $-0.02 | $1.72 | ||
| Q3 25 | $-0.44 | $0.53 | ||
| Q2 25 | $0.39 | $2.56 | ||
| Q1 25 | $-0.30 | $2.33 | ||
| Q4 24 | $-0.06 | $2.13 | ||
| Q3 24 | $0.01 | $1.54 | ||
| Q2 24 | $0.34 | $1.89 | ||
| Q1 24 | $1.10 | $1.94 |
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 | $175.3M | — |
| 总债务越低越好 | $280.9M | $38.3M |
| 股东权益账面价值 | $209.2M | $475.5M |
| 总资产 | $545.2M | $653.6M |
| 负债/权益比越低杠杆越低 | 1.34× | 0.08× |
8季度趋势，按日历期对齐
| 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 | — | ||
| Q1 24 | $174.1M | — |
| Q4 25 | $280.9M | $38.3M | ||
| Q3 25 | $280.4M | $36.0M | ||
| Q2 25 | — | $31.8M | ||
| Q1 25 | — | $29.1M | ||
| Q4 24 | $283.5M | $20.8M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | — | $31.6M | ||
| Q1 24 | — | $55.0M |
| Q4 25 | $209.2M | $475.5M | ||
| Q3 25 | $195.0M | $466.3M | ||
| Q2 25 | $187.7M | $460.7M | ||
| Q1 25 | $160.6M | $435.8M | ||
| Q4 24 | $149.9M | $422.3M | ||
| Q3 24 | $136.1M | $429.0M | ||
| Q2 24 | $117.0M | $416.2M | ||
| Q1 24 | $85.9M | $413.4M |
| Q4 25 | $545.2M | $653.6M | ||
| Q3 25 | $516.5M | $644.6M | ||
| Q2 25 | $508.8M | $631.5M | ||
| Q1 25 | $479.8M | $592.5M | ||
| Q4 24 | $489.1M | $573.9M | ||
| Q3 24 | $476.4M | $592.0M | ||
| Q2 24 | $446.1M | $572.6M | ||
| Q1 24 | $413.9M | $586.1M |
| Q4 25 | 1.34× | 0.08× | ||
| Q3 25 | 1.44× | 0.08× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | 1.89× | 0.05× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.08× | ||
| Q1 24 | — | 0.13× |
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 | $21.9M |
| 自由现金流经营现金流 - 资本支出 | $13.6M | $11.8M |
| 自由现金流率自由现金流/营收 | 14.7% | 6.8% |
| 资本支出强度资本支出/营收 | 1.6% | 5.9% |
| 现金转化率经营现金流/净利润 | — | 2.60× |
| 过去12个月自由现金流最近4个季度 | $45.9M | $33.3M |
8季度趋势，按日历期对齐
| Q4 25 | $15.1M | $21.9M | ||
| Q3 25 | $20.9M | $18.9M | ||
| Q2 25 | $33.9M | $26.9M | ||
| Q1 25 | $-11.1M | $5.7M | ||
| Q4 24 | $12.6M | $24.1M | ||
| Q3 24 | $10.1M | $9.4M | ||
| Q2 24 | $45.5M | $28.3M | ||
| Q1 24 | $60.1M | $5.8M |
| Q4 25 | $13.6M | $11.8M | ||
| Q3 25 | $18.0M | $8.3M | ||
| Q2 25 | $27.3M | $18.6M | ||
| Q1 25 | $-13.0M | $-5.3M | ||
| Q4 24 | $8.5M | $20.6M | ||
| Q3 24 | $4.7M | $5.8M | ||
| Q2 24 | $44.1M | $24.6M | ||
| Q1 24 | $53.9M | $1.8M |
| Q4 25 | 14.7% | 6.8% | ||
| Q3 25 | 18.7% | 4.7% | ||
| Q2 25 | 27.9% | 10.9% | ||
| Q1 25 | -17.5% | -3.6% | ||
| Q4 24 | 9.3% | 12.3% | ||
| Q3 24 | 4.9% | 3.9% | ||
| Q2 24 | 43.0% | 17.7% | ||
| Q1 24 | 70.2% | 1.3% |
| Q4 25 | 1.6% | 5.9% | ||
| Q3 25 | 3.1% | 6.0% | ||
| Q2 25 | 6.7% | 4.9% | ||
| Q1 25 | 2.5% | 7.4% | ||
| Q4 24 | 4.5% | 2.1% | ||
| Q3 24 | 5.7% | 2.4% | ||
| Q2 24 | 1.3% | 2.7% | ||
| Q1 24 | 8.1% | 2.8% |
| Q4 25 | — | 2.60× | ||
| Q3 25 | — | 7.21× | ||
| Q2 25 | 2.93× | 2.12× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | 45.56× | 1.22× | ||
| Q2 24 | 4.56× | 3.02× | ||
| Q1 24 | 1.80× | 0.60× |
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
PI
| Endpoint I Cs | $75.2M | 81% |
| Systems | $17.7M | 19% |
PLPC
暂无分部数据
