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IMPINJ INC（PI）与RICHARDSON ELECTRONICS, LTD.（RELL）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RICHARDSON ELECTRONICS, LTD.的1.4倍（$74.3M vs $52.3M），IMPINJ INC净利率更高（11.2% vs -0.2%，领先11.4%），RICHARDSON ELECTRONICS, LTD.同比增速更快（5.7% vs -0.0%），IMPINJ INC自由现金流更多（$2.2M vs $-1.7M），过去两年RICHARDSON ELECTRONICS, LTD.的营收复合增速更高（-0.3% 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。
詹姆斯·理查森集团（又名JR集团）是澳大利亚私有综合企业，业务涵盖家具、酒店、房地产及零售领域，总部位于墨尔本阿伯茨福德区，全球雇员约2300人。该企业最为消费者熟知的是其分布在澳大拉西亚和中东地区机场、边境口岸的免税零售门店，在以色列是家喻户晓的企业。
PI vs RELL — 直观对比
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $74.3M | $52.3M |
| 净利润 | $8.3M | $-121.0K |
| 毛利率 | 49.1% | 30.7% |
| 营业利润率 | 30.5% | 0.3% |
| 净利率 | 11.2% | -0.2% |
| 营收同比 | -0.0% | 5.7% |
| 净利润同比 | — | 83.9% |
| 每股收益（稀释后） | $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
| Q1 26 | $74.3M | — | ||
| Q4 25 | $92.8M | $52.3M | ||
| Q3 25 | $96.1M | $54.6M | ||
| Q2 25 | $97.9M | — | ||
| Q1 25 | $74.3M | $53.8M | ||
| Q4 24 | $91.6M | $49.5M | ||
| Q3 24 | $95.2M | $53.7M | ||
| Q2 24 | $102.5M | — |
| Q1 26 | $8.3M | — | ||
| Q4 25 | $-1.1M | $-121.0K | ||
| Q3 25 | $-12.8M | $1.9M | ||
| Q2 25 | $11.6M | — | ||
| Q1 25 | $-8.5M | $-2.1M | ||
| Q4 24 | $-2.7M | $-751.0K | ||
| Q3 24 | $221.0K | $590.0K | ||
| Q2 24 | $10.0M | — |
| Q1 26 | 49.1% | — | ||
| Q4 25 | 51.8% | 30.7% | ||
| Q3 25 | 50.3% | 31.0% | ||
| Q2 25 | 57.8% | — | ||
| Q1 25 | 49.4% | 31.0% | ||
| Q4 24 | 50.5% | 31.0% | ||
| Q3 24 | 50.0% | 30.6% | ||
| Q2 24 | 56.1% | — |
| Q1 26 | 30.5% | — | ||
| Q4 25 | -2.9% | 0.3% | ||
| Q3 25 | 0.7% | 1.8% | ||
| Q2 25 | 11.1% | — | ||
| Q1 25 | -12.9% | -5.1% | ||
| Q4 24 | -3.9% | -1.3% | ||
| Q3 24 | -0.8% | 0.6% | ||
| Q2 24 | 8.8% | — |
| Q1 26 | 11.2% | — | ||
| Q4 25 | -1.2% | -0.2% | ||
| Q3 25 | -13.3% | 3.5% | ||
| Q2 25 | 11.8% | — | ||
| Q1 25 | -11.4% | -3.8% | ||
| Q4 24 | -2.9% | -1.5% | ||
| Q3 24 | 0.2% | 1.1% | ||
| Q2 24 | 9.7% | — |
| Q1 26 | $0.14 | — | ||
| Q4 25 | $-0.02 | — | ||
| Q3 25 | $-0.44 | — | ||
| Q2 25 | $0.39 | — | ||
| Q1 25 | $-0.30 | — | ||
| Q4 24 | $-0.06 | — | ||
| Q3 24 | $0.01 | — | ||
| Q2 24 | $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 | $131.8M | $33.1M |
| 总债务越低越好 | $241.5M | — |
| 股东权益账面价值 | — | $158.5M |
| 总资产 | $502.5M | $201.8M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $131.8M | — | ||
| Q4 25 | $175.3M | $33.1M | ||
| Q3 25 | $190.1M | $35.7M | ||
| Q2 25 | $193.2M | — | ||
| Q1 25 | $147.9M | $36.7M | ||
| Q4 24 | $164.7M | $26.6M | ||
| Q3 24 | $170.3M | $23.0M | ||
| Q2 24 | $220.2M | — |
| Q1 26 | $241.5M | — | ||
| Q4 25 | $280.9M | — | ||
| Q3 25 | $280.4M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $283.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $209.2M | $158.5M | ||
| Q3 25 | $195.0M | $159.4M | ||
| Q2 25 | $187.7M | — | ||
| Q1 25 | $160.6M | $152.9M | ||
| Q4 24 | $149.9M | $156.2M | ||
| Q3 24 | $136.1M | $159.1M | ||
| Q2 24 | $117.0M | — |
| Q1 26 | $502.5M | — | ||
| Q4 25 | $545.2M | $201.8M | ||
| Q3 25 | $516.5M | $200.1M | ||
| Q2 25 | $508.8M | — | ||
| Q1 25 | $479.8M | $189.8M | ||
| Q4 24 | $489.1M | $195.2M | ||
| Q3 24 | $476.4M | $197.9M | ||
| Q2 24 | $446.1M | — |
| 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 | — | $-99.0K |
| 自由现金流经营现金流 - 资本支出 | $2.2M | $-1.7M |
| 自由现金流率自由现金流/营收 | 3.0% | -3.3% |
| 资本支出强度资本支出/营收 | — | 3.1% |
| 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 | $7.6M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $-99.0K | ||
| Q3 25 | $20.9M | $1.4M | ||
| Q2 25 | $33.9M | — | ||
| Q1 25 | $-11.1M | $4.6M | ||
| Q4 24 | $12.6M | $5.5M | ||
| Q3 24 | $10.1M | $412.0K | ||
| Q2 24 | $45.5M | — |
| Q1 26 | $2.2M | — | ||
| Q4 25 | $13.6M | $-1.7M | ||
| Q3 25 | $18.0M | $342.0K | ||
| Q2 25 | $27.3M | — | ||
| Q1 25 | $-13.0M | $4.1M | ||
| Q4 24 | $8.5M | $4.9M | ||
| Q3 24 | $4.7M | $-514.0K | ||
| Q2 24 | $44.1M | — |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 14.7% | -3.3% | ||
| Q3 25 | 18.7% | 0.6% | ||
| Q2 25 | 27.9% | — | ||
| Q1 25 | -17.5% | 7.5% | ||
| Q4 24 | 9.3% | 10.0% | ||
| Q3 24 | 4.9% | -1.0% | ||
| Q2 24 | 43.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 3.1% | ||
| Q3 25 | 3.1% | 1.9% | ||
| Q2 25 | 6.7% | — | ||
| Q1 25 | 2.5% | 1.0% | ||
| Q4 24 | 4.5% | 1.0% | ||
| Q3 24 | 5.7% | 1.7% | ||
| Q2 24 | 1.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | 2.93× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 45.56× | 0.70× | ||
| 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
RELL
| Power And Microwave Technologies Group | $35.2M | 67% |
| Canvys | $8.8M | 17% |
| Global Energy Solutions | $8.3M | 16% |
