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IMPINJ INC（PI）与SANDRIDGE ENERGY INC（SD）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SANDRIDGE ENERGY INC的1.9倍（$74.3M vs $39.4M），SANDRIDGE ENERGY INC净利率更高（54.9% vs 11.2%，领先43.7%），SANDRIDGE ENERGY INC同比增速更快（1.1% vs -0.0%），SANDRIDGE ENERGY INC自由现金流更多（$14.4M vs $2.2M），过去两年SANDRIDGE ENERGY INC的营收复合增速更高（14.1% 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。
桑德里奇能源公司是一家专注于油气勘探开发的能源企业，核心业务区域位于美国中大陆地区。公司依照特拉华州法律注册设立，总部设于俄克拉荷马州俄克拉荷马城，是北美本土颇具影响力的独立油气生产商。
PI vs SD — 直观对比
营收规模更大
PI
是对方的1.9倍
$39.4M
营收增速更快
SD
高出1.1%
-0.0%
净利率更高
SD
高出43.7%
11.2%
自由现金流更多
SD
多$12.2M
$2.2M
两年增速更快
SD
近两年复合增速
-14.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $74.3M | $39.4M |
| 净利润 | $8.3M | $21.6M |
| 毛利率 | 49.1% | — |
| 营业利润率 | 30.5% | 38.5% |
| 净利率 | 11.2% | 54.9% |
| 营收同比 | -0.0% | 1.1% |
| 净利润同比 | — | 23.1% |
| 每股收益（稀释后） | $0.14 | $0.59 |
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PISD
| Q1 26 | $74.3M | — | ||
| Q4 25 | $92.8M | $39.4M | ||
| Q3 25 | $96.1M | $39.8M | ||
| Q2 25 | $97.9M | $34.5M | ||
| Q1 25 | $74.3M | $42.6M | ||
| Q4 24 | $91.6M | $39.0M | ||
| Q3 24 | $95.2M | $30.1M | ||
| Q2 24 | $102.5M | $26.0M |
净利润PISD
| Q1 26 | $8.3M | — | ||
| Q4 25 | $-1.1M | $21.6M | ||
| Q3 25 | $-12.8M | $16.0M | ||
| Q2 25 | $11.6M | $19.6M | ||
| Q1 25 | $-8.5M | $13.0M | ||
| Q4 24 | $-2.7M | $17.6M | ||
| Q3 24 | $221.0K | $25.5M | ||
| Q2 24 | $10.0M | $8.8M |
毛利率PISD
| 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PISD
| Q1 26 | 30.5% | — | ||
| Q4 25 | -2.9% | 38.5% | ||
| Q3 25 | 0.7% | 37.8% | ||
| Q2 25 | 11.1% | 53.7% | ||
| Q1 25 | -12.9% | 28.6% | ||
| Q4 24 | -3.9% | 25.9% | ||
| Q3 24 | -0.8% | 28.3% | ||
| Q2 24 | 8.8% | 23.9% |
净利率PISD
| Q1 26 | 11.2% | — | ||
| Q4 25 | -1.2% | 54.9% | ||
| Q3 25 | -13.3% | 40.1% | ||
| Q2 25 | 11.8% | 56.6% | ||
| Q1 25 | -11.4% | 30.6% | ||
| Q4 24 | -2.9% | 45.1% | ||
| Q3 24 | 0.2% | 84.8% | ||
| Q2 24 | 9.7% | 33.9% |
每股收益（稀释后）PISD
| Q1 26 | $0.14 | — | ||
| Q4 25 | $-0.02 | $0.59 | ||
| Q3 25 | $-0.44 | $0.43 | ||
| Q2 25 | $0.39 | $0.53 | ||
| Q1 25 | $-0.30 | $0.35 | ||
| Q4 24 | $-0.06 | $0.46 | ||
| Q3 24 | $0.01 | $0.69 | ||
| Q2 24 | $0.34 | $0.24 |
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 | $111.0M |
| 总债务越低越好 | $241.5M | — |
| 股东权益账面价值 | — | $510.9M |
| 总资产 | $502.5M | $644.0M |
| 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PISD
| Q1 26 | $131.8M | — | ||
| Q4 25 | $175.3M | $111.0M | ||
| Q3 25 | $190.1M | $101.2M | ||
| Q2 25 | $193.2M | $102.8M | ||
| Q1 25 | $147.9M | $99.7M | ||
| Q4 24 | $164.7M | $98.1M | ||
| Q3 24 | $170.3M | $92.7M | ||
| Q2 24 | $220.2M | $209.9M |
总债务PISD
| 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PISD
| Q1 26 | — | — | ||
| Q4 25 | $209.2M | $510.9M | ||
| Q3 25 | $195.0M | $492.4M | ||
| Q2 25 | $187.7M | $480.2M | ||
| Q1 25 | $160.6M | $464.9M | ||
| Q4 24 | $149.9M | $460.5M | ||
| Q3 24 | $136.1M | $446.8M | ||
| Q2 24 | $117.0M | $424.8M |
总资产PISD
| Q1 26 | $502.5M | — | ||
| Q4 25 | $545.2M | $644.0M | ||
| Q3 25 | $516.5M | $619.0M | ||
| Q2 25 | $508.8M | $602.3M | ||
| Q1 25 | $479.8M | $588.3M | ||
| Q4 24 | $489.1M | $581.5M | ||
| Q3 24 | $476.4M | $565.2M | ||
| Q2 24 | $446.1M | $529.6M |
负债/权益比PISD
| 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 | — | $31.7M |
| 自由现金流经营现金流 - 资本支出 | $2.2M | $14.4M |
| 自由现金流率自由现金流/营收 | 3.0% | 36.6% |
| 资本支出强度资本支出/营收 | — | 43.8% |
| 现金转化率经营现金流/净利润 | — | 1.46× |
| 过去12个月自由现金流最近4个季度 | $61.1M | $41.5M |
8季度趋势，按日历期对齐
经营现金流PISD
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $31.7M | ||
| Q3 25 | $20.9M | $25.3M | ||
| Q2 25 | $33.9M | $22.9M | ||
| Q1 25 | $-11.1M | $20.3M | ||
| Q4 24 | $12.6M | $26.0M | ||
| Q3 24 | $10.1M | $20.8M | ||
| Q2 24 | $45.5M | $11.4M |
自由现金流PISD
| Q1 26 | $2.2M | — | ||
| Q4 25 | $13.6M | $14.4M | ||
| Q3 25 | $18.0M | $5.9M | ||
| Q2 25 | $27.3M | $7.3M | ||
| Q1 25 | $-13.0M | $13.9M | ||
| Q4 24 | $8.5M | $13.2M | ||
| Q3 24 | $4.7M | $10.8M | ||
| Q2 24 | $44.1M | $9.0M |
自由现金流率PISD
| Q1 26 | 3.0% | — | ||
| Q4 25 | 14.7% | 36.6% | ||
| Q3 25 | 18.7% | 14.9% | ||
| Q2 25 | 27.9% | 21.0% | ||
| Q1 25 | -17.5% | 32.7% | ||
| Q4 24 | 9.3% | 33.8% | ||
| Q3 24 | 4.9% | 36.1% | ||
| Q2 24 | 43.0% | 34.5% |
资本支出强度PISD
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 43.8% | ||
| Q3 25 | 3.1% | 48.6% | ||
| Q2 25 | 6.7% | 45.2% | ||
| Q1 25 | 2.5% | 15.0% | ||
| Q4 24 | 4.5% | 32.9% | ||
| Q3 24 | 5.7% | 33.3% | ||
| Q2 24 | 1.3% | 9.4% |
现金转化率PISD
| Q1 26 | — | — | ||
| Q4 25 | — | 1.46× | ||
| Q3 25 | — | 1.58× | ||
| Q2 25 | 2.93× | 1.17× | ||
| Q1 25 | — | 1.56× | ||
| Q4 24 | — | 1.48× | ||
| Q3 24 | 45.56× | 0.82× | ||
| Q2 24 | 4.56× | 1.30× |
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
SD
| Oil Reserves | $19.0M | 48% |
| Natural Gas Reserves | $11.6M | 30% |
| Natural Gas Liquids Reserves | $8.7M | 22% |
