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IMPINJ INC(PI)与RESOURCES CONNECTION, INC.(RGP)财务数据对比。点击上方公司名可切换其他公司
RESOURCES CONNECTION, INC.的季度营收约是IMPINJ INC的1.6倍($117.7M vs $74.3M),IMPINJ INC净利率更高(11.2% vs -10.8%,领先22.0%),IMPINJ INC同比增速更快(-0.0% vs -19.2%),RESOURCES CONNECTION, INC.自由现金流更多($15.6M vs $2.2M),过去两年RESOURCES CONNECTION, INC.的营收复合增速更高(-11.8% 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。
RGP原名 Resources Global Professionals,是 Resources Connection, Inc. 的核心运营主体,面向全球客户提供多领域专业咨询服务,覆盖财务会计、信息管理、治理风险合规、人力资本、法务监管、企业咨询与重组、战略传播以及供应链管理等板块。
PI vs RGP — 直观对比
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $74.3M | $117.7M |
| 净利润 | $8.3M | $-12.7M |
| 毛利率 | 49.1% | 37.1% |
| 营业利润率 | 30.5% | -10.3% |
| 净利率 | 11.2% | -10.8% |
| 营收同比 | -0.0% | -19.2% |
| 净利润同比 | — | 81.6% |
| 每股收益(稀释后) | $0.14 | $-0.38 |
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 | $117.7M | ||
| Q3 25 | $96.1M | $120.2M | ||
| Q2 25 | $97.9M | $139.3M | ||
| Q1 25 | $74.3M | $129.4M | ||
| Q4 24 | $91.6M | $145.6M | ||
| Q3 24 | $95.2M | $136.9M | ||
| Q2 24 | $102.5M | $148.2M |
| Q1 26 | $8.3M | — | ||
| Q4 25 | $-1.1M | $-12.7M | ||
| Q3 25 | $-12.8M | $-2.4M | ||
| Q2 25 | $11.6M | $-73.3M | ||
| Q1 25 | $-8.5M | $-44.1M | ||
| Q4 24 | $-2.7M | $-68.7M | ||
| Q3 24 | $221.0K | $-5.7M | ||
| Q2 24 | $10.0M | $10.5M |
| Q1 26 | 49.1% | — | ||
| Q4 25 | 51.8% | 37.1% | ||
| Q3 25 | 50.3% | 39.5% | ||
| Q2 25 | 57.8% | 40.2% | ||
| Q1 25 | 49.4% | 35.1% | ||
| Q4 24 | 50.5% | 38.5% | ||
| Q3 24 | 50.0% | 36.5% | ||
| Q2 24 | 56.1% | 40.2% |
| Q1 26 | 30.5% | — | ||
| Q4 25 | -2.9% | -10.3% | ||
| Q3 25 | 0.7% | -1.7% | ||
| Q2 25 | 11.1% | -47.0% | ||
| Q1 25 | -12.9% | -38.4% | ||
| Q4 24 | -3.9% | -52.7% | ||
| Q3 24 | -0.8% | -3.5% | ||
| Q2 24 | 8.8% | 7.6% |
| Q1 26 | 11.2% | — | ||
| Q4 25 | -1.2% | -10.8% | ||
| Q3 25 | -13.3% | -2.0% | ||
| Q2 25 | 11.8% | -52.6% | ||
| Q1 25 | -11.4% | -34.0% | ||
| Q4 24 | -2.9% | -47.2% | ||
| Q3 24 | 0.2% | -4.2% | ||
| Q2 24 | 9.7% | 7.1% |
| Q1 26 | $0.14 | — | ||
| Q4 25 | $-0.02 | $-0.38 | ||
| Q3 25 | $-0.44 | $-0.07 | ||
| Q2 25 | $0.39 | $-2.21 | ||
| Q1 25 | $-0.30 | $-1.34 | ||
| Q4 24 | $-0.06 | $-2.08 | ||
| Q3 24 | $0.01 | $-0.17 | ||
| Q2 24 | $0.34 | $0.31 |
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 | $89.8M |
| 总债务越低越好 | $241.5M | — |
| 股东权益账面价值 | — | $194.6M |
| 总资产 | $502.5M | $289.3M |
| 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 | $89.8M | ||
| Q3 25 | $190.1M | $77.5M | ||
| Q2 25 | $193.2M | $86.1M | ||
| Q1 25 | $147.9M | $72.5M | ||
| Q4 24 | $164.7M | $78.2M | ||
| Q3 24 | $170.3M | $89.6M | ||
| Q2 24 | $220.2M | $108.9M |
| 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 | $194.6M | ||
| Q3 25 | $195.0M | $206.4M | ||
| Q2 25 | $187.7M | $207.1M | ||
| Q1 25 | $160.6M | $277.8M | ||
| Q4 24 | $149.9M | $325.7M | ||
| Q3 24 | $136.1M | $407.2M | ||
| Q2 24 | $117.0M | $418.8M |
| Q1 26 | $502.5M | — | ||
| Q4 25 | $545.2M | $289.3M | ||
| Q3 25 | $516.5M | $287.2M | ||
| Q2 25 | $508.8M | $304.7M | ||
| Q1 25 | $479.8M | $375.6M | ||
| Q4 24 | $489.1M | $424.9M | ||
| Q3 24 | $476.4M | $512.9M | ||
| Q2 24 | $446.1M | $510.9M |
| 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 | — | $15.9M |
| 自由现金流经营现金流 - 资本支出 | $2.2M | $15.6M |
| 自由现金流率自由现金流/营收 | 3.0% | 13.2% |
| 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 | $24.3M |
8季度趋势,按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $15.9M | ||
| Q3 25 | $20.9M | $-7.8M | ||
| Q2 25 | $33.9M | $16.8M | ||
| Q1 25 | $-11.1M | $659.0K | ||
| Q4 24 | $12.6M | $1.8M | ||
| Q3 24 | $10.1M | $-309.0K | ||
| Q2 24 | $45.5M | $3.2M |
| Q1 26 | $2.2M | — | ||
| Q4 25 | $13.6M | $15.6M | ||
| Q3 25 | $18.0M | $-8.0M | ||
| Q2 25 | $27.3M | $16.5M | ||
| Q1 25 | $-13.0M | $238.0K | ||
| Q4 24 | $8.5M | $61.0K | ||
| Q3 24 | $4.7M | $-575.0K | ||
| Q2 24 | $44.1M | $3.0M |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 14.7% | 13.2% | ||
| Q3 25 | 18.7% | -6.6% | ||
| Q2 25 | 27.9% | 11.8% | ||
| Q1 25 | -17.5% | 0.2% | ||
| Q4 24 | 9.3% | 0.0% | ||
| Q3 24 | 4.9% | -0.4% | ||
| Q2 24 | 43.0% | 2.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 0.3% | ||
| Q3 25 | 3.1% | 0.1% | ||
| Q2 25 | 6.7% | 0.2% | ||
| Q1 25 | 2.5% | 0.3% | ||
| Q4 24 | 4.5% | 1.2% | ||
| Q3 24 | 5.7% | 0.2% | ||
| Q2 24 | 1.3% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.93× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 45.56× | — | ||
| Q2 24 | 4.56× | 0.30× |
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
RGP
| US | $93.7M | 80% |
| Non Us | $24.0M | 20% |