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IMPINJ INC（PI）与Perimeter Solutions, Inc.（PRM）财务数据对比。点击上方公司名可切换其他公司
Perimeter Solutions, Inc.的季度营收约是IMPINJ INC的1.4倍（$102.8M vs $74.3M），IMPINJ INC净利率更高（11.2% vs -136.5%，领先147.7%），Perimeter Solutions, Inc.同比增速更快（19.2% vs -0.0%），Perimeter Solutions, Inc.自由现金流更多（$11.6M vs $2.2M），过去两年Perimeter Solutions, Inc.的营收复合增速更高（31.9% vs -14.9%）
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。
Perimeter Solutions是一家以色列云与网络安全企业，专为各类机构打造基于零信任架构的安全远程网络方案，其技术可替代VPN、防火墙等传统安全硬件设备，助力企业简化网络安全部署，提升远程访问的安全性与效率。
PI vs PRM — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $74.3M | $102.8M |
| 净利润 | $8.3M | $-140.2M |
| 毛利率 | 49.1% | 45.2% |
| 营业利润率 | 30.5% | -160.7% |
| 净利率 | 11.2% | -136.5% |
| 营收同比 | -0.0% | 19.2% |
| 净利润同比 | — | -197.3% |
| 每股收益（稀释后） | $0.14 | $-0.89 |
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
| Q1 26 | $74.3M | — | ||
| Q4 25 | $92.8M | $102.8M | ||
| Q3 25 | $96.1M | $315.4M | ||
| Q2 25 | $97.9M | $162.6M | ||
| Q1 25 | $74.3M | $72.0M | ||
| Q4 24 | $91.6M | $86.2M | ||
| Q3 24 | $95.2M | $288.4M | ||
| Q2 24 | $102.5M | $127.3M |
| Q1 26 | $8.3M | — | ||
| Q4 25 | $-1.1M | $-140.2M | ||
| Q3 25 | $-12.8M | $-90.7M | ||
| Q2 25 | $11.6M | $-32.2M | ||
| Q1 25 | $-8.5M | $56.7M | ||
| Q4 24 | $-2.7M | $144.2M | ||
| Q3 24 | $221.0K | $-89.2M | ||
| Q2 24 | $10.0M | $21.6M |
| Q1 26 | 49.1% | — | ||
| Q4 25 | 51.8% | 45.2% | ||
| Q3 25 | 50.3% | 63.1% | ||
| Q2 25 | 57.8% | 62.4% | ||
| Q1 25 | 49.4% | 39.1% | ||
| Q4 24 | 50.5% | 48.6% | ||
| Q3 24 | 50.0% | 62.8% | ||
| Q2 24 | 56.1% | 57.6% |
| Q1 26 | 30.5% | — | ||
| Q4 25 | -2.9% | -160.7% | ||
| Q3 25 | 0.7% | -27.7% | ||
| Q2 25 | 11.1% | -16.1% | ||
| Q1 25 | -12.9% | — | ||
| Q4 24 | -3.9% | 71.1% | ||
| Q3 24 | -0.8% | -12.2% | ||
| Q2 24 | 8.8% | 35.4% |
| Q1 26 | 11.2% | — | ||
| Q4 25 | -1.2% | -136.5% | ||
| Q3 25 | -13.3% | -28.7% | ||
| Q2 25 | 11.8% | -19.8% | ||
| Q1 25 | -11.4% | 78.7% | ||
| Q4 24 | -2.9% | 167.2% | ||
| Q3 24 | 0.2% | -30.9% | ||
| Q2 24 | 9.7% | 17.0% |
| Q1 26 | $0.14 | — | ||
| Q4 25 | $-0.02 | $-0.89 | ||
| Q3 25 | $-0.44 | $-0.62 | ||
| Q2 25 | $0.39 | $-0.22 | ||
| Q1 25 | $-0.30 | $0.36 | ||
| Q4 24 | $-0.06 | $1.00 | ||
| Q3 24 | $0.01 | $-0.61 | ||
| Q2 24 | $0.34 | $0.14 |
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 | $131.8M | $325.9M |
| 总债务越低越好 | $241.5M | $669.1M |
| 股东权益账面价值 | — | $1.1B |
| 总资产 | $502.5M | $2.7B |
| 负债/权益比越低杠杆越低 | — | 0.59× |
8季度趋势，按日历期对齐
| Q1 26 | $131.8M | — | ||
| Q4 25 | $175.3M | $325.9M | ||
| Q3 25 | $190.1M | $340.6M | ||
| Q2 25 | $193.2M | $140.7M | ||
| Q1 25 | $147.9M | $200.1M | ||
| Q4 24 | $164.7M | $198.5M | ||
| Q3 24 | $170.3M | $223.1M | ||
| Q2 24 | $220.2M | $43.2M |
| Q1 26 | $241.5M | — | ||
| Q4 25 | $280.9M | $669.1M | ||
| Q3 25 | $280.4M | $668.8M | ||
| Q2 25 | — | $668.4M | ||
| Q1 25 | — | $668.1M | ||
| Q4 24 | $283.5M | $667.8M | ||
| Q3 24 | — | $667.4M | ||
| Q2 24 | — | $667.1M |
| Q1 26 | — | — | ||
| Q4 25 | $209.2M | $1.1B | ||
| Q3 25 | $195.0M | $1.1B | ||
| Q2 25 | $187.7M | $1.2B | ||
| Q1 25 | $160.6M | $1.2B | ||
| Q4 24 | $149.9M | $1.2B | ||
| Q3 24 | $136.1M | $1.0B | ||
| Q2 24 | $117.0M | $1.1B |
| Q1 26 | $502.5M | — | ||
| Q4 25 | $545.2M | $2.7B | ||
| Q3 25 | $516.5M | $2.6B | ||
| Q2 25 | $508.8M | $2.5B | ||
| Q1 25 | $479.8M | $2.4B | ||
| Q4 24 | $489.1M | $2.4B | ||
| Q3 24 | $476.4M | $2.5B | ||
| Q2 24 | $446.1M | $2.3B |
| Q1 26 | — | — | ||
| Q4 25 | 1.34× | 0.59× | ||
| Q3 25 | 1.44× | 0.60× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | 1.89× | 0.58× | ||
| Q3 24 | — | 0.67× | ||
| Q2 24 | — | 0.62× |
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 | — | $18.6M |
| 自由现金流经营现金流 - 资本支出 | $2.2M | $11.6M |
| 自由现金流率自由现金流/营收 | 3.0% | 11.3% |
| 资本支出强度资本支出/营收 | — | 6.8% |
| 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 | $61.1M | $208.6M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $18.6M | ||
| Q3 25 | $20.9M | $198.7M | ||
| Q2 25 | $33.9M | $-2.9M | ||
| Q1 25 | $-11.1M | $23.7M | ||
| Q4 24 | $12.6M | $-6.0M | ||
| Q3 24 | $10.1M | $183.0M | ||
| Q2 24 | $45.5M | $8.6M |
| Q1 26 | $2.2M | — | ||
| Q4 25 | $13.6M | $11.6M | ||
| Q3 25 | $18.0M | $193.6M | ||
| Q2 25 | $27.3M | $-15.6M | ||
| Q1 25 | $-13.0M | $18.9M | ||
| Q4 24 | $8.5M | $-12.4M | ||
| Q3 24 | $4.7M | $179.1M | ||
| Q2 24 | $44.1M | $5.0M |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 14.7% | 11.3% | ||
| Q3 25 | 18.7% | 61.4% | ||
| Q2 25 | 27.9% | -9.6% | ||
| Q1 25 | -17.5% | 26.3% | ||
| Q4 24 | 9.3% | -14.4% | ||
| Q3 24 | 4.9% | 62.1% | ||
| Q2 24 | 43.0% | 3.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 6.8% | ||
| Q3 25 | 3.1% | 1.6% | ||
| Q2 25 | 6.7% | 7.8% | ||
| Q1 25 | 2.5% | 6.7% | ||
| Q4 24 | 4.5% | 7.5% | ||
| Q3 24 | 5.7% | 1.3% | ||
| Q2 24 | 1.3% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.93× | — | ||
| Q1 25 | — | 0.42× | ||
| Q4 24 | — | -0.04× | ||
| Q3 24 | 45.56× | — | ||
| Q2 24 | 4.56× | 0.40× |
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
暂无分部数据
PRM
| Products | $87.7M | 85% |
| Service And Other | $14.8M | 14% |
