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IMPINJ INC（PI）与READING INTERNATIONAL INC（RDI）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READING INTERNATIONAL INC的1.5倍（$74.3M vs $50.3M），IMPINJ INC净利率更高（11.2% vs -5.1%，领先16.3%），IMPINJ INC同比增速更快（-0.0% vs -14.2%），READING INTERNATIONAL INC自由现金流更多（$4.1M vs $2.2M），过去两年READING INTERNATIONAL INC的营收复合增速更高（5.6% 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。
雷丁公司是总部位于美国费城的铁路企业，1924年起在宾夕法尼亚州东部及周边各州提供客运与货运运输服务，直至1976年被联合铁路公司收购。
PI vs RDI — 直观对比
营收规模更大
PI
是对方的1.5倍
$50.3M
营收增速更快
PI
高出14.1%
-14.2%
净利率更高
PI
高出16.3%
-5.1%
自由现金流更多
RDI
多$1.9M
$2.2M
两年增速更快
RDI
近两年复合增速
-14.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $74.3M | $50.3M |
| 净利润 | $8.3M | $-2.6M |
| 毛利率 | 49.1% | — |
| 营业利润率 | 30.5% | -1.9% |
| 净利率 | 11.2% | -5.1% |
| 营收同比 | -0.0% | -14.2% |
| 净利润同比 | — | -14.5% |
| 每股收益（稀释后） | $0.14 | $-0.11 |
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PIRDI
| Q1 26 | $74.3M | — | ||
| Q4 25 | $92.8M | $50.3M | ||
| Q3 25 | $96.1M | $52.2M | ||
| Q2 25 | $97.9M | $60.4M | ||
| Q1 25 | $74.3M | $40.2M | ||
| Q4 24 | $91.6M | $58.6M | ||
| Q3 24 | $95.2M | $60.1M | ||
| Q2 24 | $102.5M | $46.8M |
净利润PIRDI
| Q1 26 | $8.3M | — | ||
| Q4 25 | $-1.1M | $-2.6M | ||
| Q3 25 | $-12.8M | $-4.2M | ||
| Q2 25 | $11.6M | $-2.7M | ||
| Q1 25 | $-8.5M | $-4.8M | ||
| Q4 24 | $-2.7M | $-2.2M | ||
| Q3 24 | $221.0K | $-7.0M | ||
| Q2 24 | $10.0M | $-12.8M |
毛利率PIRDI
| 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PIRDI
| Q1 26 | 30.5% | — | ||
| Q4 25 | -2.9% | -1.9% | ||
| Q3 25 | 0.7% | -0.6% | ||
| Q2 25 | 11.1% | 4.8% | ||
| Q1 25 | -12.9% | -17.2% | ||
| Q4 24 | -3.9% | 2.6% | ||
| Q3 24 | -0.8% | -0.6% | ||
| Q2 24 | 8.8% | -16.4% |
净利率PIRDI
| Q1 26 | 11.2% | — | ||
| Q4 25 | -1.2% | -5.1% | ||
| Q3 25 | -13.3% | -8.0% | ||
| Q2 25 | 11.8% | -4.4% | ||
| Q1 25 | -11.4% | -11.8% | ||
| Q4 24 | -2.9% | -3.8% | ||
| Q3 24 | 0.2% | -11.7% | ||
| Q2 24 | 9.7% | -27.4% |
每股收益（稀释后）PIRDI
| Q1 26 | $0.14 | — | ||
| Q4 25 | $-0.02 | $-0.11 | ||
| Q3 25 | $-0.44 | $-0.18 | ||
| Q2 25 | $0.39 | $-0.12 | ||
| Q1 25 | $-0.30 | $-0.21 | ||
| Q4 24 | $-0.06 | $-0.11 | ||
| Q3 24 | $0.01 | $-0.31 | ||
| Q2 24 | $0.34 | $-0.57 |
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 | $10.5M |
| 总债务越低越好 | $241.5M | $185.1M |
| 股东权益账面价值 | — | $-18.2M |
| 总资产 | $502.5M | $434.9M |
| 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PIRDI
| Q1 26 | $131.8M | — | ||
| Q4 25 | $175.3M | $10.5M | ||
| Q3 25 | $190.1M | $8.1M | ||
| Q2 25 | $193.2M | $9.1M | ||
| Q1 25 | $147.9M | $5.9M | ||
| Q4 24 | $164.7M | $12.4M | ||
| Q3 24 | $170.3M | $10.1M | ||
| Q2 24 | $220.2M | $9.3M |
总债务PIRDI
| Q1 26 | $241.5M | — | ||
| Q4 25 | $280.9M | $185.1M | ||
| Q3 25 | $280.4M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $283.5M | $202.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益PIRDI
| Q1 26 | — | — | ||
| Q4 25 | $209.2M | $-18.2M | ||
| Q3 25 | $195.0M | $-12.1M | ||
| Q2 25 | $187.7M | $-7.7M | ||
| Q1 25 | $160.6M | $-8.1M | ||
| Q4 24 | $149.9M | $-4.4M | ||
| Q3 24 | $136.1M | $1.6M | ||
| Q2 24 | $117.0M | $6.5M |
总资产PIRDI
| Q1 26 | $502.5M | — | ||
| Q4 25 | $545.2M | $434.9M | ||
| Q3 25 | $516.5M | $435.2M | ||
| Q2 25 | $508.8M | $438.1M | ||
| Q1 25 | $479.8M | $441.0M | ||
| Q4 24 | $489.1M | $471.0M | ||
| Q3 24 | $476.4M | $495.7M | ||
| Q2 24 | $446.1M | $494.9M |
负债/权益比PIRDI
| 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 | $2.2M | $4.1M |
| 自由现金流率自由现金流/营收 | 3.0% | 8.2% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 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 | $-2.9M |
8季度趋势，按日历期对齐
经营现金流PIRDI
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $4.3M | ||
| Q3 25 | $20.9M | $295.0K | ||
| Q2 25 | $33.9M | $1.6M | ||
| Q1 25 | $-11.1M | $-7.7M | ||
| Q4 24 | $12.6M | $8.0M | ||
| Q3 24 | $10.1M | $1.3M | ||
| Q2 24 | $45.5M | $-10.4M |
自由现金流PIRDI
| Q1 26 | $2.2M | — | ||
| Q4 25 | $13.6M | $4.1M | ||
| Q3 25 | $18.0M | $-246.0K | ||
| Q2 25 | $27.3M | $1.2M | ||
| Q1 25 | $-13.0M | $-8.0M | ||
| Q4 24 | $8.5M | $7.0M | ||
| Q3 24 | $4.7M | $-1.1M | ||
| Q2 24 | $44.1M | $-10.6M |
自由现金流率PIRDI
| Q1 26 | 3.0% | — | ||
| Q4 25 | 14.7% | 8.2% | ||
| Q3 25 | 18.7% | -0.5% | ||
| Q2 25 | 27.9% | 1.9% | ||
| Q1 25 | -17.5% | -19.8% | ||
| Q4 24 | 9.3% | 12.0% | ||
| Q3 24 | 4.9% | -1.8% | ||
| Q2 24 | 43.0% | -22.7% |
资本支出强度PIRDI
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 0.3% | ||
| Q3 25 | 3.1% | 1.0% | ||
| Q2 25 | 6.7% | 0.6% | ||
| Q1 25 | 2.5% | 0.6% | ||
| Q4 24 | 4.5% | 1.7% | ||
| Q3 24 | 5.7% | 4.0% | ||
| Q2 24 | 1.3% | 0.5% |
现金转化率PIRDI
| 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
PI
暂无分部数据
RDI
| Cinema Exhibition Segment | $46.9M | 93% |
| Real Estate Revenue | $3.4M | 7% |
