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IMPINJ INC（PI）与RHYTHM PHARMACEUTICALS, INC.（RYTM）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RHYTHM PHARMACEUTICALS, INC.的1.3倍（$74.3M vs $57.3M），IMPINJ INC净利率更高（11.2% vs -83.0%，领先94.2%），RHYTHM PHARMACEUTICALS, INC.同比增速更快（36.9% vs -0.0%），过去两年RHYTHM PHARMACEUTICALS, INC.的营收复合增速更高（48.5% 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。
Rhythm Pharmaceuticals是一家专注于罕见病领域的生物制药企业，主要开发和商业化针对罕见遗传性肥胖症的靶向疗法，覆盖POMC缺陷、LEPR缺陷、巴德-毕德氏综合征等适应症，服务北美、欧洲地区缺少有效治疗方案的患者群体。
PI vs RYTM — 直观对比
营收规模更大
PI
是对方的1.3倍
$57.3M
营收增速更快
RYTM
高出36.9%
-0.0%
净利率更高
PI
高出94.2%
-83.0%
两年增速更快
RYTM
近两年复合增速
-14.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $74.3M | $57.3M |
| 净利润 | $8.3M | $-47.5M |
| 毛利率 | 49.1% | 91.6% |
| 营业利润率 | 30.5% | -82.2% |
| 净利率 | 11.2% | -83.0% |
| 营收同比 | -0.0% | 36.9% |
| 净利润同比 | — | -9.6% |
| 每股收益（稀释后） | $0.14 | $-0.73 |
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PIRYTM
| Q1 26 | $74.3M | — | ||
| Q4 25 | $92.8M | $57.3M | ||
| Q3 25 | $96.1M | $51.3M | ||
| Q2 25 | $97.9M | $48.5M | ||
| Q1 25 | $74.3M | $32.7M | ||
| Q4 24 | $91.6M | $41.8M | ||
| Q3 24 | $95.2M | $33.3M | ||
| Q2 24 | $102.5M | $29.1M |
净利润PIRYTM
| Q1 26 | $8.3M | — | ||
| Q4 25 | $-1.1M | $-47.5M | ||
| Q3 25 | $-12.8M | $-52.9M | ||
| Q2 25 | $11.6M | $-46.6M | ||
| Q1 25 | $-8.5M | $-49.5M | ||
| Q4 24 | $-2.7M | $-43.3M | ||
| Q3 24 | $221.0K | $-43.6M | ||
| Q2 24 | $10.0M | $-32.3M |
毛利率PIRYTM
| Q1 26 | 49.1% | — | ||
| Q4 25 | 51.8% | 91.6% | ||
| Q3 25 | 50.3% | 89.3% | ||
| Q2 25 | 57.8% | 88.6% | ||
| Q1 25 | 49.4% | 88.8% | ||
| Q4 24 | 50.5% | 90.9% | ||
| Q3 24 | 50.0% | 88.5% | ||
| Q2 24 | 56.1% | 89.9% |
营业利润率PIRYTM
| Q1 26 | 30.5% | — | ||
| Q4 25 | -2.9% | -82.2% | ||
| Q3 25 | 0.7% | -102.6% | ||
| Q2 25 | 11.1% | -93.4% | ||
| Q1 25 | -12.9% | -143.7% | ||
| Q4 24 | -3.9% | -98.6% | ||
| Q3 24 | -0.8% | -132.0% | ||
| Q2 24 | 8.8% | -139.2% |
净利率PIRYTM
| Q1 26 | 11.2% | — | ||
| Q4 25 | -1.2% | -83.0% | ||
| Q3 25 | -13.3% | -103.1% | ||
| Q2 25 | 11.8% | -96.1% | ||
| Q1 25 | -11.4% | -151.4% | ||
| Q4 24 | -2.9% | -103.6% | ||
| Q3 24 | 0.2% | -131.2% | ||
| Q2 24 | 9.7% | -110.9% |
每股收益（稀释后）PIRYTM
| Q1 26 | $0.14 | — | ||
| Q4 25 | $-0.02 | $-0.73 | ||
| Q3 25 | $-0.44 | $-0.82 | ||
| Q2 25 | $0.39 | $-0.75 | ||
| Q1 25 | $-0.30 | $-0.81 | ||
| Q4 24 | $-0.06 | $-0.71 | ||
| Q3 24 | $0.01 | $-0.73 | ||
| Q2 24 | $0.34 | $-0.55 |
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 | $388.9M |
| 总债务越低越好 | $241.5M | — |
| 股东权益账面价值 | — | $139.1M |
| 总资产 | $502.5M | $480.2M |
| 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PIRYTM
| Q1 26 | $131.8M | — | ||
| Q4 25 | $175.3M | $388.9M | ||
| Q3 25 | $190.1M | $416.1M | ||
| Q2 25 | $193.2M | $291.0M | ||
| Q1 25 | $147.9M | $314.5M | ||
| Q4 24 | $164.7M | $320.6M | ||
| Q3 24 | $170.3M | $298.4M | ||
| Q2 24 | $220.2M | $319.1M |
总债务PIRYTM
| Q1 26 | $241.5M | — | ||
| Q4 25 | $280.9M | — | ||
| Q3 25 | $280.4M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $283.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益PIRYTM
| Q1 26 | — | — | ||
| Q4 25 | $209.2M | $139.1M | ||
| Q3 25 | $195.0M | $148.8M | ||
| Q2 25 | $187.7M | $-11.9M | ||
| Q1 25 | $160.6M | $18.9M | ||
| Q4 24 | $149.9M | $21.7M | ||
| Q3 24 | $136.1M | $11.2M | ||
| Q2 24 | $117.0M | $39.3M |
总资产PIRYTM
| Q1 26 | $502.5M | — | ||
| Q4 25 | $545.2M | $480.2M | ||
| Q3 25 | $516.5M | $506.9M | ||
| Q2 25 | $508.8M | $372.7M | ||
| Q1 25 | $479.8M | $386.7M | ||
| Q4 24 | $489.1M | $392.3M | ||
| Q3 24 | $476.4M | $363.6M | ||
| Q2 24 | $446.1M | $381.8M |
负债/权益比PIRYTM
| 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 | — | $-25.4M |
| 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PIRYTM
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $-25.4M | ||
| Q3 25 | $20.9M | $-26.6M | ||
| Q2 25 | $33.9M | $-23.3M | ||
| Q1 25 | $-11.1M | $-40.4M | ||
| Q4 24 | $12.6M | $-18.8M | ||
| Q3 24 | $10.1M | $-25.2M | ||
| Q2 24 | $45.5M | $-29.1M |
自由现金流PIRYTM
| Q1 26 | $2.2M | — | ||
| Q4 25 | $13.6M | — | ||
| Q3 25 | $18.0M | — | ||
| Q2 25 | $27.3M | — | ||
| Q1 25 | $-13.0M | — | ||
| Q4 24 | $8.5M | — | ||
| Q3 24 | $4.7M | — | ||
| Q2 24 | $44.1M | — |
自由现金流率PIRYTM
| Q1 26 | 3.0% | — | ||
| Q4 25 | 14.7% | — | ||
| Q3 25 | 18.7% | — | ||
| Q2 25 | 27.9% | — | ||
| Q1 25 | -17.5% | — | ||
| Q4 24 | 9.3% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 43.0% | — |
资本支出强度PIRYTM
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | — | ||
| Q3 25 | 3.1% | — | ||
| Q2 25 | 6.7% | — | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | 4.5% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | 1.3% | — |
现金转化率PIRYTM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.93× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 45.56× | — | ||
| 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
