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IMPINJ INC（PI）与Regional Management Corp.（RM）财务数据对比。点击上方公司名可切换其他公司
Regional Management Corp.的季度营收约是IMPINJ INC的2.3倍（$167.3M vs $74.3M），IMPINJ INC净利率更高（11.2% vs 6.8%，领先4.4%），Regional Management Corp.同比增速更快（9.4% vs -0.0%），过去两年Regional Management Corp.的营收复合增速更高（8.2% 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。
千禧管理有限责任公司是一家提供多策略对冲基金服务的投资管理机构，也是全球规模最大的另类资产管理机构之一，截至2026年1月，其管理资产规模达834亿美元，业务覆盖美洲、欧洲与亚洲。自1989年成立以来，截至2022年，该机构累计净收益在全球对冲基金中排名第四。
PI vs RM — 直观对比
营收规模更大
RM
是对方的2.3倍
$74.3M
营收增速更快
RM
高出9.4%
-0.0%
净利率更高
PI
高出4.4%
6.8%
两年增速更快
RM
近两年复合增速
-14.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $74.3M | $167.3M |
| 净利润 | $8.3M | $11.4M |
| 毛利率 | 49.1% | — |
| 营业利润率 | 30.5% | — |
| 净利率 | 11.2% | 6.8% |
| 营收同比 | -0.0% | 9.4% |
| 净利润同比 | — | 62.7% |
| 每股收益（稀释后） | $0.14 | $1.18 |
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PIRM
| Q1 26 | $74.3M | $167.3M | ||
| Q4 25 | $92.8M | $169.7M | ||
| Q3 25 | $96.1M | $165.5M | ||
| Q2 25 | $97.9M | $157.4M | ||
| Q1 25 | $74.3M | $153.0M | ||
| Q4 24 | $91.6M | $154.8M | ||
| Q3 24 | $95.2M | $146.3M | ||
| Q2 24 | $102.5M | $143.0M |
净利润PIRM
| Q1 26 | $8.3M | $11.4M | ||
| Q4 25 | $-1.1M | $12.9M | ||
| Q3 25 | $-12.8M | $14.4M | ||
| Q2 25 | $11.6M | $10.1M | ||
| Q1 25 | $-8.5M | $7.0M | ||
| Q4 24 | $-2.7M | $9.9M | ||
| Q3 24 | $221.0K | $7.7M | ||
| Q2 24 | $10.0M | $8.4M |
毛利率PIRM
| 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PIRM
| Q1 26 | 30.5% | — | ||
| Q4 25 | -2.9% | 9.5% | ||
| Q3 25 | 0.7% | 11.5% | ||
| Q2 25 | 11.1% | 8.6% | ||
| Q1 25 | -12.9% | 6.0% | ||
| Q4 24 | -3.9% | 8.2% | ||
| Q3 24 | -0.8% | 6.9% | ||
| Q2 24 | 8.8% | 7.8% |
净利率PIRM
| Q1 26 | 11.2% | 6.8% | ||
| Q4 25 | -1.2% | 7.6% | ||
| Q3 25 | -13.3% | 8.7% | ||
| Q2 25 | 11.8% | 6.4% | ||
| Q1 25 | -11.4% | 4.6% | ||
| Q4 24 | -2.9% | 6.4% | ||
| Q3 24 | 0.2% | 5.2% | ||
| Q2 24 | 9.7% | 5.9% |
每股收益（稀释后）PIRM
| Q1 26 | $0.14 | $1.18 | ||
| Q4 25 | $-0.02 | $1.30 | ||
| Q3 25 | $-0.44 | $1.42 | ||
| Q2 25 | $0.39 | $1.03 | ||
| Q1 25 | $-0.30 | $0.70 | ||
| Q4 24 | $-0.06 | $0.96 | ||
| Q3 24 | $0.01 | $0.76 | ||
| Q2 24 | $0.34 | $0.86 |
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 | — |
| 总债务越低越好 | $241.5M | — |
| 股东权益账面价值 | — | $375.8M |
| 总资产 | $502.5M | $2.1B |
| 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PIRM
| Q1 26 | $131.8M | — | ||
| Q4 25 | $175.3M | — | ||
| Q3 25 | $190.1M | — | ||
| Q2 25 | $193.2M | — | ||
| Q1 25 | $147.9M | — | ||
| Q4 24 | $164.7M | — | ||
| Q3 24 | $170.3M | — | ||
| Q2 24 | $220.2M | — |
总债务PIRM
| Q1 26 | $241.5M | — | ||
| Q4 25 | $280.9M | $1.6B | ||
| Q3 25 | $280.4M | $1.6B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $283.5M | $1.5B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B |
股东权益PIRM
| Q1 26 | — | $375.8M | ||
| Q4 25 | $209.2M | $373.1M | ||
| Q3 25 | $195.0M | $371.9M | ||
| Q2 25 | $187.7M | $363.0M | ||
| Q1 25 | $160.6M | $357.9M | ||
| Q4 24 | $149.9M | $357.1M | ||
| Q3 24 | $136.1M | $352.9M | ||
| Q2 24 | $117.0M | $344.9M |
总资产PIRM
| Q1 26 | $502.5M | $2.1B | ||
| Q4 25 | $545.2M | $2.1B | ||
| Q3 25 | $516.5M | $2.0B | ||
| Q2 25 | $508.8M | $2.0B | ||
| Q1 25 | $479.8M | $1.9B | ||
| Q4 24 | $489.1M | $1.9B | ||
| Q3 24 | $476.4M | $1.8B | ||
| Q2 24 | $446.1M | $1.8B |
负债/权益比PIRM
| Q1 26 | — | — | ||
| Q4 25 | 1.34× | 4.40× | ||
| Q3 25 | 1.44× | 4.23× | ||
| Q2 25 | — | 4.14× | ||
| Q1 25 | — | 4.11× | ||
| Q4 24 | 1.89× | 4.12× | ||
| Q3 24 | — | 3.94× | ||
| Q2 24 | — | 3.98× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $2.2M | — |
| 自由现金流率自由现金流/营收 | 3.0% | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流PIRM
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $309.1M | ||
| Q3 25 | $20.9M | $86.7M | ||
| Q2 25 | $33.9M | $78.7M | ||
| Q1 25 | $-11.1M | $63.7M | ||
| Q4 24 | $12.6M | $268.9M | ||
| Q3 24 | $10.1M | $75.1M | ||
| Q2 24 | $45.5M | $71.5M |
自由现金流PIRM
| Q1 26 | $2.2M | — | ||
| Q4 25 | $13.6M | $304.3M | ||
| Q3 25 | $18.0M | $85.7M | ||
| Q2 25 | $27.3M | $77.6M | ||
| Q1 25 | $-13.0M | $62.4M | ||
| Q4 24 | $8.5M | $263.9M | ||
| Q3 24 | $4.7M | $73.8M | ||
| Q2 24 | $44.1M | $70.3M |
自由现金流率PIRM
| Q1 26 | 3.0% | — | ||
| Q4 25 | 14.7% | 179.3% | ||
| Q3 25 | 18.7% | 51.8% | ||
| Q2 25 | 27.9% | 49.3% | ||
| Q1 25 | -17.5% | 40.8% | ||
| Q4 24 | 9.3% | 170.4% | ||
| Q3 24 | 4.9% | 50.4% | ||
| Q2 24 | 43.0% | 49.1% |
资本支出强度PIRM
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 2.8% | ||
| Q3 25 | 3.1% | 0.6% | ||
| Q2 25 | 6.7% | 0.6% | ||
| Q1 25 | 2.5% | 0.8% | ||
| Q4 24 | 4.5% | 3.3% | ||
| Q3 24 | 5.7% | 0.9% | ||
| Q2 24 | 1.3% | 0.8% |
现金转化率PIRM
| Q1 26 | — | — | ||
| Q4 25 | — | 23.94× | ||
| Q3 25 | — | 6.04× | ||
| Q2 25 | 2.93× | 7.76× | ||
| Q1 25 | — | 9.09× | ||
| Q4 24 | — | 27.13× | ||
| Q3 24 | 45.56× | 9.80× | ||
| Q2 24 | 4.56× | 8.47× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
