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IMPINJ INC（PI）与Shimmick Corp（SHIM）财务数据对比。点击上方公司名可切换其他公司
Shimmick Corp的季度营收约是IMPINJ INC的1.9倍（$141.9M vs $74.3M），IMPINJ INC净利率更高（11.2% vs -3.1%，领先14.3%），IMPINJ INC自由现金流更多（$2.2M vs $-28.7M），过去两年Shimmick Corp的营收复合增速更高（-10.1% 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。
Shimmick Corp是一家总部位于美国的重型民用建筑企业，专注于水处理设施、交通系统、大坝工程、环境修复等关键公共基础设施的建造与升级，主要服务北美各级政府客户，承接各类复杂大型建筑项目。
PI vs SHIM — 直观对比
营收规模更大
SHIM
是对方的1.9倍
$74.3M
净利率更高
PI
高出14.3%
-3.1%
自由现金流更多
PI
多$30.9M
$-28.7M
两年增速更快
SHIM
近两年复合增速
-14.9%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $74.3M | $141.9M |
| 净利润 | $8.3M | $-4.4M |
| 毛利率 | 49.1% | 7.6% |
| 营业利润率 | 30.5% | -2.2% |
| 净利率 | 11.2% | -3.1% |
| 营收同比 | -0.0% | — |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.14 | $-0.12 |
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PISHIM
| Q1 26 | $74.3M | — | ||
| Q4 25 | $92.8M | $141.9M | ||
| Q3 25 | $96.1M | $128.4M | ||
| Q2 25 | $97.9M | $122.1M | ||
| Q1 25 | $74.3M | $103.6M | ||
| Q4 24 | $91.6M | — | ||
| Q3 24 | $95.2M | $166.0M | ||
| Q2 24 | $102.5M | $90.6M |
净利润PISHIM
| Q1 26 | $8.3M | — | ||
| Q4 25 | $-1.1M | $-4.4M | ||
| Q3 25 | $-12.8M | $-8.5M | ||
| Q2 25 | $11.6M | $-9.8M | ||
| Q1 25 | $-8.5M | $-38.5M | ||
| Q4 24 | $-2.7M | — | ||
| Q3 24 | $221.0K | $-1.6M | ||
| Q2 24 | $10.0M | $-51.4M |
毛利率PISHIM
| Q1 26 | 49.1% | — | ||
| Q4 25 | 51.8% | 7.6% | ||
| Q3 25 | 50.3% | 6.3% | ||
| Q2 25 | 57.8% | 3.8% | ||
| Q1 25 | 49.4% | -20.1% | ||
| Q4 24 | 50.5% | — | ||
| Q3 24 | 50.0% | 7.3% | ||
| Q2 24 | 56.1% | -34.4% |
营业利润率PISHIM
| Q1 26 | 30.5% | — | ||
| Q4 25 | -2.9% | -2.2% | ||
| Q3 25 | 0.7% | -5.5% | ||
| Q2 25 | 11.1% | -7.3% | ||
| Q1 25 | -12.9% | -39.3% | ||
| Q4 24 | -3.9% | — | ||
| Q3 24 | -0.8% | 0.7% | ||
| Q2 24 | 8.8% | -53.0% |
净利率PISHIM
| Q1 26 | 11.2% | — | ||
| Q4 25 | -1.2% | -3.1% | ||
| Q3 25 | -13.3% | -6.6% | ||
| Q2 25 | 11.8% | -8.0% | ||
| Q1 25 | -11.4% | -37.1% | ||
| Q4 24 | -2.9% | — | ||
| Q3 24 | 0.2% | -0.9% | ||
| Q2 24 | 9.7% | -56.7% |
每股收益（稀释后）PISHIM
| Q1 26 | $0.14 | — | ||
| Q4 25 | $-0.02 | $-0.12 | ||
| Q3 25 | $-0.44 | $-0.25 | ||
| Q2 25 | $0.39 | $-0.28 | ||
| Q1 25 | $-0.30 | $-0.92 | ||
| Q4 24 | $-0.06 | — | ||
| Q3 24 | $0.01 | $-0.05 | ||
| Q2 24 | $0.34 | $-1.83 |
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 | $17.6M |
| 总债务越低越好 | $241.5M | $57.5M |
| 股东权益账面价值 | — | $-52.7M |
| 总资产 | $502.5M | $218.5M |
| 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PISHIM
| Q1 26 | $131.8M | — | ||
| Q4 25 | $175.3M | $17.6M | ||
| Q3 25 | $190.1M | $21.4M | ||
| Q2 25 | $193.2M | $16.3M | ||
| Q1 25 | $147.9M | $33.7M | ||
| Q4 24 | $164.7M | — | ||
| Q3 24 | $170.3M | $26.0M | ||
| Q2 24 | $220.2M | $22.4M |
总债务PISHIM
| Q1 26 | $241.5M | — | ||
| Q4 25 | $280.9M | $57.5M | ||
| Q3 25 | $280.4M | $36.4M | ||
| Q2 25 | — | $31.4M | ||
| Q1 25 | — | $9.5M | ||
| Q4 24 | $283.5M | — | ||
| Q3 24 | — | $39.9M | ||
| Q2 24 | — | — |
股东权益PISHIM
| Q1 26 | — | — | ||
| Q4 25 | $209.2M | $-52.7M | ||
| Q3 25 | $195.0M | $-49.5M | ||
| Q2 25 | $187.7M | $-42.6M | ||
| Q1 25 | $160.6M | $-34.7M | ||
| Q4 24 | $149.9M | — | ||
| Q3 24 | $136.1M | $973.0K | ||
| Q2 24 | $117.0M | $436.0K |
总资产PISHIM
| Q1 26 | $502.5M | — | ||
| Q4 25 | $545.2M | $218.5M | ||
| Q3 25 | $516.5M | $203.0M | ||
| Q2 25 | $508.8M | $227.7M | ||
| Q1 25 | $479.8M | $233.9M | ||
| Q4 24 | $489.1M | — | ||
| Q3 24 | $476.4M | $346.7M | ||
| Q2 24 | $446.1M | $344.5M |
负债/权益比PISHIM
| Q1 26 | — | — | ||
| Q4 25 | 1.34× | — | ||
| Q3 25 | 1.44× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.89× | — | ||
| Q3 24 | — | 41.01× | ||
| 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 | — | $-23.7M |
| 自由现金流经营现金流 - 资本支出 | $2.2M | $-28.7M |
| 自由现金流率自由现金流/营收 | 3.0% | -20.2% |
| 资本支出强度资本支出/营收 | — | 3.5% |
| 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 | $-27.2M |
8季度趋势，按日历期对齐
经营现金流PISHIM
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $-23.7M | ||
| Q3 25 | $20.9M | $-3.8M | ||
| Q2 25 | $33.9M | $-38.2M | ||
| Q1 25 | $-11.1M | $44.9M | ||
| Q4 24 | $12.6M | — | ||
| Q3 24 | $10.1M | $12.7M | ||
| Q2 24 | $45.5M | $-43.9M |
自由现金流PISHIM
| Q1 26 | $2.2M | — | ||
| Q4 25 | $13.6M | $-28.7M | ||
| Q3 25 | $18.0M | $-4.2M | ||
| Q2 25 | $27.3M | $-38.7M | ||
| Q1 25 | $-13.0M | $44.4M | ||
| Q4 24 | $8.5M | — | ||
| Q3 24 | $4.7M | $10.3M | ||
| Q2 24 | $44.1M | $-46.8M |
自由现金流率PISHIM
| Q1 26 | 3.0% | — | ||
| Q4 25 | 14.7% | -20.2% | ||
| Q3 25 | 18.7% | -3.2% | ||
| Q2 25 | 27.9% | -31.7% | ||
| Q1 25 | -17.5% | 42.9% | ||
| Q4 24 | 9.3% | — | ||
| Q3 24 | 4.9% | 6.2% | ||
| Q2 24 | 43.0% | -51.7% |
资本支出强度PISHIM
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 3.5% | ||
| Q3 25 | 3.1% | 0.3% | ||
| Q2 25 | 6.7% | 0.4% | ||
| Q1 25 | 2.5% | 0.5% | ||
| Q4 24 | 4.5% | — | ||
| Q3 24 | 5.7% | 1.4% | ||
| Q2 24 | 1.3% | 3.3% |
现金转化率PISHIM
| 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
业务分部营收拆解
PI
暂无分部数据
SHIM
| Shimmick Projects | $106.8M | 75% |
| Non Core Projects | $35.1M | 25% |
