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IMPINJ INC（PI）与Ranger Energy Services, Inc.（RNGR）财务数据对比。点击上方公司名可切换其他公司
Ranger Energy Services, Inc.的季度营收约是IMPINJ INC的1.9倍（$142.2M vs $74.3M），IMPINJ INC净利率更高（11.2% vs 2.3%，领先9.0%），IMPINJ INC同比增速更快（-0.0% vs -0.6%），Ranger Energy Services, Inc.自由现金流更多（$17.1M vs $2.2M），过去两年Ranger Energy Services, Inc.的营收复合增速更高（1.9% 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。
Ranger Energy Services是北美领先的陆上油田服务提供商，为上游油气运营商提供完井、修井、钻机作业及产能优化等全套解决方案，业务主要覆盖美国本土的页岩和致密资源开采作业区。
PI vs RNGR — 直观对比
营收规模更大
RNGR
是对方的1.9倍
$74.3M
营收增速更快
PI
高出0.6%
-0.6%
净利率更高
PI
高出9.0%
2.3%
自由现金流更多
RNGR
多$14.9M
$2.2M
两年增速更快
RNGR
近两年复合增速
-14.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $74.3M | $142.2M |
| 净利润 | $8.3M | $3.2M |
| 毛利率 | 49.1% | — |
| 营业利润率 | 30.5% | 2.3% |
| 净利率 | 11.2% | 2.3% |
| 营收同比 | -0.0% | -0.6% |
| 净利润同比 | — | -44.8% |
| 每股收益（稀释后） | $0.14 | $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
营收PIRNGR
| Q1 26 | $74.3M | — | ||
| Q4 25 | $92.8M | $142.2M | ||
| Q3 25 | $96.1M | $128.9M | ||
| Q2 25 | $97.9M | $140.6M | ||
| Q1 25 | $74.3M | $135.2M | ||
| Q4 24 | $91.6M | $143.1M | ||
| Q3 24 | $95.2M | $153.0M | ||
| Q2 24 | $102.5M | $138.1M |
净利润PIRNGR
| Q1 26 | $8.3M | — | ||
| Q4 25 | $-1.1M | $3.2M | ||
| Q3 25 | $-12.8M | $1.2M | ||
| Q2 25 | $11.6M | $7.3M | ||
| Q1 25 | $-8.5M | $600.0K | ||
| Q4 24 | $-2.7M | $5.8M | ||
| Q3 24 | $221.0K | $8.7M | ||
| Q2 24 | $10.0M | $4.7M |
毛利率PIRNGR
| 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PIRNGR
| Q1 26 | 30.5% | — | ||
| Q4 25 | -2.9% | 2.3% | ||
| Q3 25 | 0.7% | 2.0% | ||
| Q2 25 | 11.1% | 6.1% | ||
| Q1 25 | -12.9% | 0.7% | ||
| Q4 24 | -3.9% | 6.2% | ||
| Q3 24 | -0.8% | 8.4% | ||
| Q2 24 | 8.8% | 5.3% |
净利率PIRNGR
| Q1 26 | 11.2% | — | ||
| Q4 25 | -1.2% | 2.3% | ||
| Q3 25 | -13.3% | 0.9% | ||
| Q2 25 | 11.8% | 5.2% | ||
| Q1 25 | -11.4% | 0.4% | ||
| Q4 24 | -2.9% | 4.1% | ||
| Q3 24 | 0.2% | 5.7% | ||
| Q2 24 | 9.7% | 3.4% |
每股收益（稀释后）PIRNGR
| Q1 26 | $0.14 | — | ||
| Q4 25 | $-0.02 | $0.14 | ||
| Q3 25 | $-0.44 | $0.05 | ||
| Q2 25 | $0.39 | $0.32 | ||
| Q1 25 | $-0.30 | $0.03 | ||
| Q4 24 | $-0.06 | $0.24 | ||
| Q3 24 | $0.01 | $0.39 | ||
| Q2 24 | $0.34 | $0.21 |
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 | $10.3M |
| 总债务越低越好 | $241.5M | — |
| 股东权益账面价值 | — | $300.1M |
| 总资产 | $502.5M | $419.3M |
| 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PIRNGR
| Q1 26 | $131.8M | — | ||
| Q4 25 | $175.3M | $10.3M | ||
| Q3 25 | $190.1M | $45.2M | ||
| Q2 25 | $193.2M | $48.9M | ||
| Q1 25 | $147.9M | $40.3M | ||
| Q4 24 | $164.7M | $40.9M | ||
| Q3 24 | $170.3M | $14.8M | ||
| Q2 24 | $220.2M | $8.7M |
总债务PIRNGR
| Q1 26 | $241.5M | — | ||
| Q4 25 | $280.9M | — | ||
| Q3 25 | $280.4M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $283.5M | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益PIRNGR
| Q1 26 | — | — | ||
| Q4 25 | $209.2M | $300.1M | ||
| Q3 25 | $195.0M | $270.0M | ||
| Q2 25 | $187.7M | $276.9M | ||
| Q1 25 | $160.6M | $272.6M | ||
| Q4 24 | $149.9M | $273.8M | ||
| Q3 24 | $136.1M | $267.6M | ||
| Q2 24 | $117.0M | $260.5M |
总资产PIRNGR
| Q1 26 | $502.5M | — | ||
| Q4 25 | $545.2M | $419.3M | ||
| Q3 25 | $516.5M | $372.8M | ||
| Q2 25 | $508.8M | $381.7M | ||
| Q1 25 | $479.8M | $376.5M | ||
| Q4 24 | $489.1M | $381.6M | ||
| Q3 24 | $476.4M | $373.9M | ||
| Q2 24 | $446.1M | $359.6M |
负债/权益比PIRNGR
| Q1 26 | — | — | ||
| Q4 25 | 1.34× | — | ||
| Q3 25 | 1.44× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.89× | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | — | $24.1M |
| 自由现金流经营现金流 - 资本支出 | $2.2M | $17.1M |
| 自由现金流率自由现金流/营收 | 3.0% | 12.0% |
| 资本支出强度资本支出/营收 | — | 4.9% |
| 现金转化率经营现金流/净利润 | — | 7.53× |
| 过去12个月自由现金流最近4个季度 | $61.1M | $42.9M |
8季度趋势，按日历期对齐
经营现金流PIRNGR
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $24.1M | ||
| Q3 25 | $20.9M | $13.6M | ||
| Q2 25 | $33.9M | $20.7M | ||
| Q1 25 | $-11.1M | $10.6M | ||
| Q4 24 | $12.6M | $32.7M | ||
| Q3 24 | $10.1M | $17.7M | ||
| Q2 24 | $45.5M | $22.1M |
自由现金流PIRNGR
| Q1 26 | $2.2M | — | ||
| Q4 25 | $13.6M | $17.1M | ||
| Q3 25 | $18.0M | $8.0M | ||
| Q2 25 | $27.3M | $14.4M | ||
| Q1 25 | $-13.0M | $3.4M | ||
| Q4 24 | $8.5M | $27.3M | ||
| Q3 24 | $4.7M | $10.8M | ||
| Q2 24 | $44.1M | $6.8M |
自由现金流率PIRNGR
| Q1 26 | 3.0% | — | ||
| Q4 25 | 14.7% | 12.0% | ||
| Q3 25 | 18.7% | 6.2% | ||
| Q2 25 | 27.9% | 10.2% | ||
| Q1 25 | -17.5% | 2.5% | ||
| Q4 24 | 9.3% | 19.1% | ||
| Q3 24 | 4.9% | 7.1% | ||
| Q2 24 | 43.0% | 4.9% |
资本支出强度PIRNGR
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 4.9% | ||
| Q3 25 | 3.1% | 4.3% | ||
| Q2 25 | 6.7% | 4.5% | ||
| Q1 25 | 2.5% | 5.3% | ||
| Q4 24 | 4.5% | 3.8% | ||
| Q3 24 | 5.7% | 4.5% | ||
| Q2 24 | 1.3% | 11.1% |
现金转化率PIRNGR
| Q1 26 | — | — | ||
| Q4 25 | — | 7.53× | ||
| Q3 25 | — | 11.33× | ||
| Q2 25 | 2.93× | 2.84× | ||
| Q1 25 | — | 17.67× | ||
| Q4 24 | — | 5.64× | ||
| Q3 24 | 45.56× | 2.03× | ||
| Q2 24 | 4.56× | 4.70× |
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
RNGR
| High Specification Rigs | $92.3M | 65% |
| Processing Solutions And Ancillary Services | $37.5M | 26% |
| Wireline Services | $12.4M | 9% |
