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IMPINJ INC(PI)与COMSCORE, INC.(SCOR)财务数据对比。点击上方公司名可切换其他公司
COMSCORE, INC.的季度营收约是IMPINJ INC的1.3倍($93.5M vs $74.3M),IMPINJ INC净利率更高(11.2% vs 3.2%,领先8.0%),IMPINJ INC同比增速更快(-0.0% vs -1.5%),COMSCORE, INC.自由现金流更多($2.9M vs $2.2M),过去两年COMSCORE, INC.的营收复合增速更高(3.8% 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。
Comscore是总部设于美国的全球媒体测量与分析企业,为企业、广告代理商、品牌营销方及媒体出版方提供专业营销数据与分析服务,在全球媒体行业和营销领域拥有广泛影响力。
PI vs SCOR — 直观对比
营收规模更大
SCOR
是对方的1.3倍
$74.3M
营收增速更快
PI
高出1.5%
-1.5%
净利率更高
PI
高出8.0%
3.2%
自由现金流更多
SCOR
多$707.0K
$2.2M
两年增速更快
SCOR
近两年复合增速
-14.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $74.3M | $93.5M |
| 净利润 | $8.3M | $3.0M |
| 毛利率 | 49.1% | 41.0% |
| 营业利润率 | 30.5% | 7.0% |
| 净利率 | 11.2% | 3.2% |
| 营收同比 | -0.0% | -1.5% |
| 净利润同比 | — | -3.7% |
| 每股收益(稀释后) | $0.14 | $9.50 |
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
PI
SCOR
| Q1 26 | $74.3M | — | ||
| Q4 25 | $92.8M | $93.5M | ||
| Q3 25 | $96.1M | $88.9M | ||
| Q2 25 | $97.9M | $89.4M | ||
| Q1 25 | $74.3M | $85.7M | ||
| Q4 24 | $91.6M | $94.9M | ||
| Q3 24 | $95.2M | $88.5M | ||
| Q2 24 | $102.5M | $85.8M |
净利润
PI
SCOR
| Q1 26 | $8.3M | — | ||
| Q4 25 | $-1.1M | $3.0M | ||
| Q3 25 | $-12.8M | $453.0K | ||
| Q2 25 | $11.6M | $-9.5M | ||
| Q1 25 | $-8.5M | $-4.0M | ||
| Q4 24 | $-2.7M | $3.1M | ||
| Q3 24 | $221.0K | $-60.6M | ||
| Q2 24 | $10.0M | $-1.7M |
毛利率
PI
SCOR
| Q1 26 | 49.1% | — | ||
| Q4 25 | 51.8% | 41.0% | ||
| Q3 25 | 50.3% | 40.6% | ||
| Q2 25 | 57.8% | 40.6% | ||
| Q1 25 | 49.4% | 39.6% | ||
| Q4 24 | 50.5% | 42.4% | ||
| Q3 24 | 50.0% | 41.2% | ||
| Q2 24 | 56.1% | 39.5% |
营业利润率
PI
SCOR
| Q1 26 | 30.5% | — | ||
| Q4 25 | -2.9% | 7.0% | ||
| Q3 25 | 0.7% | 1.9% | ||
| Q2 25 | 11.1% | -1.9% | ||
| Q1 25 | -12.9% | -2.4% | ||
| Q4 24 | -3.9% | 4.1% | ||
| Q3 24 | -0.8% | -67.4% | ||
| Q2 24 | 8.8% | -2.2% |
净利率
PI
SCOR
| Q1 26 | 11.2% | — | ||
| Q4 25 | -1.2% | 3.2% | ||
| Q3 25 | -13.3% | 0.5% | ||
| Q2 25 | 11.8% | -10.6% | ||
| Q1 25 | -11.4% | -4.7% | ||
| Q4 24 | -2.9% | 3.3% | ||
| Q3 24 | 0.2% | -68.5% | ||
| Q2 24 | 9.7% | -2.0% |
每股收益(稀释后)
PI
SCOR
| Q1 26 | $0.14 | — | ||
| Q4 25 | $-0.02 | $9.50 | ||
| Q3 25 | $-0.44 | $-0.86 | ||
| Q2 25 | $0.39 | $-2.73 | ||
| Q1 25 | $-0.30 | $-1.66 | ||
| Q4 24 | $-0.06 | $-0.47 | ||
| Q3 24 | $0.01 | $-12.79 | ||
| Q2 24 | $0.34 | $-1.19 |
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 | $23.6M |
| 总债务越低越好 | $241.5M | $41.5M |
| 股东权益账面价值 | — | $111.4M |
| 总资产 | $502.5M | $407.7M |
| 负债/权益比越低杠杆越低 | — | 0.37× |
8季度趋势,按日历期对齐
现金及短期投资
PI
SCOR
| Q1 26 | $131.8M | — | ||
| Q4 25 | $175.3M | $23.6M | ||
| Q3 25 | $190.1M | $26.7M | ||
| Q2 25 | $193.2M | $26.0M | ||
| Q1 25 | $147.9M | $31.0M | ||
| Q4 24 | $164.7M | $29.9M | ||
| Q3 24 | $170.3M | $20.0M | ||
| Q2 24 | $220.2M | $14.7M |
总债务
PI
SCOR
| Q1 26 | $241.5M | — | ||
| Q4 25 | $280.9M | $41.5M | ||
| Q3 25 | $280.4M | $41.4M | ||
| Q2 25 | — | $41.3M | ||
| Q1 25 | — | $41.3M | ||
| Q4 24 | $283.5M | $41.2M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
PI
SCOR
| Q1 26 | — | — | ||
| Q4 25 | $209.2M | $111.4M | ||
| Q3 25 | $195.0M | $-26.3M | ||
| Q2 25 | $187.7M | $-21.7M | ||
| Q1 25 | $160.6M | $-13.5M | ||
| Q4 24 | $149.9M | $-8.3M | ||
| Q3 24 | $136.1M | $-2.7M | ||
| Q2 24 | $117.0M | $45.8M |
总资产
PI
SCOR
| Q1 26 | $502.5M | — | ||
| Q4 25 | $545.2M | $407.7M | ||
| Q3 25 | $516.5M | $406.9M | ||
| Q2 25 | $508.8M | $415.9M | ||
| Q1 25 | $479.8M | $421.5M | ||
| Q4 24 | $489.1M | $430.2M | ||
| Q3 24 | $476.4M | $412.5M | ||
| Q2 24 | $446.1M | $474.1M |
负债/权益比
PI
SCOR
| Q1 26 | — | — | ||
| Q4 25 | 1.34× | 0.37× | ||
| 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 | — | $3.2M |
| 自由现金流经营现金流 - 资本支出 | $2.2M | $2.9M |
| 自由现金流率自由现金流/营收 | 3.0% | 3.1% |
| 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 | — | 1.07× |
| 过去12个月自由现金流最近4个季度 | $61.1M | $21.8M |
8季度趋势,按日历期对齐
经营现金流
PI
SCOR
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $3.2M | ||
| Q3 25 | $20.9M | $9.5M | ||
| Q2 25 | $33.9M | $932.0K | ||
| Q1 25 | $-11.1M | $9.1M | ||
| Q4 24 | $12.6M | $-10.0M | ||
| Q3 24 | $10.1M | $12.5M | ||
| Q2 24 | $45.5M | $8.7M |
自由现金流
PI
SCOR
| Q1 26 | $2.2M | — | ||
| Q4 25 | $13.6M | $2.9M | ||
| Q3 25 | $18.0M | $9.4M | ||
| Q2 25 | $27.3M | $787.0K | ||
| Q1 25 | $-13.0M | $8.7M | ||
| Q4 24 | $8.5M | $-10.3M | ||
| Q3 24 | $4.7M | $12.4M | ||
| Q2 24 | $44.1M | $8.5M |
自由现金流率
PI
SCOR
| Q1 26 | 3.0% | — | ||
| Q4 25 | 14.7% | 3.1% | ||
| Q3 25 | 18.7% | 10.5% | ||
| Q2 25 | 27.9% | 0.9% | ||
| Q1 25 | -17.5% | 10.1% | ||
| Q4 24 | 9.3% | -10.8% | ||
| Q3 24 | 4.9% | 14.0% | ||
| Q2 24 | 43.0% | 10.0% |
资本支出强度
PI
SCOR
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 0.3% | ||
| Q3 25 | 3.1% | 0.1% | ||
| Q2 25 | 6.7% | 0.2% | ||
| Q1 25 | 2.5% | 0.4% | ||
| Q4 24 | 4.5% | 0.2% | ||
| Q3 24 | 5.7% | 0.1% | ||
| Q2 24 | 1.3% | 0.2% |
现金转化率
PI
SCOR
| Q1 26 | — | — | ||
| Q4 25 | — | 1.07× | ||
| Q3 25 | — | 20.96× | ||
| Q2 25 | 2.93× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -3.19× | ||
| 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
业务分部营收拆解
PI
暂无分部数据
SCOR
| Transferred Over Time | $77.1M | 83% |
| Research Insight Solutions | $14.6M | 16% |
| Related Party | $2.5M | 3% |