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IMPINJ INC（PI）与REGIS CORP（RGS）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REGIS CORP的1.3倍（$74.3M vs $57.1M），IMPINJ INC净利率更高（11.2% vs 0.8%，领先10.4%），REGIS CORP同比增速更快（22.3% vs -0.0%），IMPINJ INC自由现金流更多（$2.2M vs $891.0K），过去两年REGIS CORP的营收复合增速更高（7.8% 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。
瑞吉斯公司是一家美国美发沙龙运营商，总部位于明尼苏达州明尼阿波利斯市。截至2021年8月，该集团旗下拥有5563家加盟沙龙以及276家直营门店，是北美地区规模领先的美发沙龙连锁经营企业。
PI vs RGS — 直观对比
营收规模更大
PI
是对方的1.3倍
$57.1M
营收增速更快
RGS
高出22.3%
-0.0%
净利率更高
PI
高出10.4%
0.8%
自由现金流更多
PI
多$1.3M
$891.0K
两年增速更快
RGS
近两年复合增速
-14.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $74.3M | $57.1M |
| 净利润 | $8.3M | $456.0K |
| 毛利率 | 49.1% | — |
| 营业利润率 | 30.5% | 10.8% |
| 净利率 | 11.2% | 0.8% |
| 营收同比 | -0.0% | 22.3% |
| 净利润同比 | — | -94.0% |
| 每股收益（稀释后） | $0.14 | $0.16 |
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PIRGS
| Q1 26 | $74.3M | — | ||
| Q4 25 | $92.8M | $57.1M | ||
| Q3 25 | $96.1M | $59.0M | ||
| Q2 25 | $97.9M | $60.4M | ||
| Q1 25 | $74.3M | $57.0M | ||
| Q4 24 | $91.6M | $46.7M | ||
| Q3 24 | $95.2M | $46.1M | ||
| Q2 24 | $102.5M | $49.4M |
净利润PIRGS
| Q1 26 | $8.3M | — | ||
| Q4 25 | $-1.1M | $456.0K | ||
| Q3 25 | $-12.8M | $1.4M | ||
| Q2 25 | $11.6M | $116.5M | ||
| Q1 25 | $-8.5M | $250.0K | ||
| Q4 24 | $-2.7M | $7.6M | ||
| Q3 24 | $221.0K | $-853.0K | ||
| Q2 24 | $10.0M | $91.2M |
毛利率PIRGS
| 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PIRGS
| Q1 26 | 30.5% | — | ||
| Q4 25 | -2.9% | 10.8% | ||
| Q3 25 | 0.7% | 10.0% | ||
| Q2 25 | 11.1% | 12.1% | ||
| Q1 25 | -12.9% | 8.8% | ||
| Q4 24 | -3.9% | 11.8% | ||
| Q3 24 | -0.8% | 4.6% | ||
| Q2 24 | 8.8% | — |
净利率PIRGS
| Q1 26 | 11.2% | — | ||
| Q4 25 | -1.2% | 0.8% | ||
| Q3 25 | -13.3% | 2.3% | ||
| Q2 25 | 11.8% | 192.9% | ||
| Q1 25 | -11.4% | 0.4% | ||
| Q4 24 | -2.9% | 16.4% | ||
| Q3 24 | 0.2% | -1.9% | ||
| Q2 24 | 9.7% | 184.7% |
每股收益（稀释后）PIRGS
| Q1 26 | $0.14 | — | ||
| Q4 25 | $-0.02 | $0.16 | ||
| Q3 25 | $-0.44 | $0.49 | ||
| Q2 25 | $0.39 | $43.67 | ||
| Q1 25 | $-0.30 | $0.08 | ||
| Q4 24 | $-0.06 | $2.71 | ||
| Q3 24 | $0.01 | $-0.36 | ||
| Q2 24 | $0.34 | $38.40 |
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 | $18.4M |
| 总债务越低越好 | $241.5M | $113.3M |
| 股东权益账面价值 | — | $188.7M |
| 总资产 | $502.5M | $588.3M |
| 负债/权益比越低杠杆越低 | — | 0.60× |
8季度趋势，按日历期对齐
现金及短期投资PIRGS
| Q1 26 | $131.8M | — | ||
| Q4 25 | $175.3M | $18.4M | ||
| Q3 25 | $190.1M | $16.6M | ||
| Q2 25 | $193.2M | $17.0M | ||
| Q1 25 | $147.9M | $13.3M | ||
| Q4 24 | $164.7M | $10.2M | ||
| Q3 24 | $170.3M | $6.3M | ||
| Q2 24 | $220.2M | $10.1M |
总债务PIRGS
| Q1 26 | $241.5M | — | ||
| Q4 25 | $280.9M | $113.3M | ||
| Q3 25 | $280.4M | $111.3M | ||
| Q2 25 | — | $110.8M | ||
| Q1 25 | — | $112.0M | ||
| Q4 24 | $283.5M | $111.5M | ||
| Q3 24 | — | $95.2M | ||
| Q2 24 | — | $99.5M |
股东权益PIRGS
| Q1 26 | — | — | ||
| Q4 25 | $209.2M | $188.7M | ||
| Q3 25 | $195.0M | $187.6M | ||
| Q2 25 | $187.7M | $185.6M | ||
| Q1 25 | $160.6M | $68.6M | ||
| Q4 24 | $149.9M | $66.7M | ||
| Q3 24 | $136.1M | $56.4M | ||
| Q2 24 | $117.0M | $56.8M |
总资产PIRGS
| Q1 26 | $502.5M | — | ||
| Q4 25 | $545.2M | $588.3M | ||
| Q3 25 | $516.5M | $592.1M | ||
| Q2 25 | $508.8M | $599.0M | ||
| Q1 25 | $479.8M | $511.2M | ||
| Q4 24 | $489.1M | $530.1M | ||
| Q3 24 | $476.4M | $508.9M | ||
| Q2 24 | $446.1M | $530.5M |
负债/权益比PIRGS
| Q1 26 | — | — | ||
| Q4 25 | 1.34× | 0.60× | ||
| Q3 25 | 1.44× | 0.59× | ||
| Q2 25 | — | 0.60× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | 1.89× | 1.67× | ||
| Q3 24 | — | 1.69× | ||
| Q2 24 | — | 1.75× |
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 | — | $1.7M |
| 自由现金流经营现金流 - 资本支出 | $2.2M | $891.0K |
| 自由现金流率自由现金流/营收 | 3.0% | 1.6% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 现金转化率经营现金流/净利润 | — | 3.65× |
| 过去12个月自由现金流最近4个季度 | $61.1M | $14.9M |
8季度趋势，按日历期对齐
经营现金流PIRGS
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $1.7M | ||
| Q3 25 | $20.9M | $2.3M | ||
| Q2 25 | $33.9M | $6.8M | ||
| Q1 25 | $-11.1M | $6.2M | ||
| Q4 24 | $12.6M | $2.1M | ||
| Q3 24 | $10.1M | $-1.3M | ||
| Q2 24 | $45.5M | $5.1M |
自由现金流PIRGS
| Q1 26 | $2.2M | — | ||
| Q4 25 | $13.6M | $891.0K | ||
| Q3 25 | $18.0M | $1.9M | ||
| Q2 25 | $27.3M | $6.2M | ||
| Q1 25 | $-13.0M | $5.9M | ||
| Q4 24 | $8.5M | $1.7M | ||
| Q3 24 | $4.7M | $-1.4M | ||
| Q2 24 | $44.1M | $5.1M |
自由现金流率PIRGS
| Q1 26 | 3.0% | — | ||
| Q4 25 | 14.7% | 1.6% | ||
| Q3 25 | 18.7% | 3.2% | ||
| Q2 25 | 27.9% | 10.3% | ||
| Q1 25 | -17.5% | 10.3% | ||
| Q4 24 | 9.3% | 3.6% | ||
| Q3 24 | 4.9% | -3.0% | ||
| Q2 24 | 43.0% | 10.3% |
资本支出强度PIRGS
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 1.4% | ||
| Q3 25 | 3.1% | 0.7% | ||
| Q2 25 | 6.7% | 0.9% | ||
| Q1 25 | 2.5% | 0.6% | ||
| Q4 24 | 4.5% | 0.9% | ||
| Q3 24 | 5.7% | 0.0% | ||
| Q2 24 | 1.3% | 0.0% |
现金转化率PIRGS
| Q1 26 | — | — | ||
| Q4 25 | — | 3.65× | ||
| Q3 25 | — | 1.68× | ||
| Q2 25 | 2.93× | 0.06× | ||
| Q1 25 | — | 24.80× | ||
| Q4 24 | — | 0.28× | ||
| Q3 24 | 45.56× | — | ||
| Q2 24 | 4.56× | 0.06× |
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
RGS
| Franchise Segment | $37.9M | 66% |
| Royalty | $13.6M | 24% |
| Other | $2.8M | 5% |
| Fees | $1.8M | 3% |
| Franchise Fees | $1.0M | 2% |
