vs
IMPINJ INC（PI）与Ally金融（SPFI）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Ally金融的1.4倍（$74.3M vs $54.1M），Ally金融净利率更高（26.9% vs 11.2%，领先15.7%），过去两年Ally金融的营收复合增速更高（5.6% 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。
Ally金融是一家注册于特拉华州的美国银行控股公司，总部位于密歇根州底特律市的Ally底特律中心。该公司提供多元金融服务，涵盖汽车融资、直营网络银行、企业贷款、车辆保险、按揭贷款，以及分期销售、租赁协议等相关融资服务。
PI vs SPFI — 直观对比
营收规模更大
PI
是对方的1.4倍
$54.1M
净利率更高
SPFI
高出15.7%
11.2%
两年增速更快
SPFI
近两年复合增速
-14.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $74.3M | $54.1M |
| 净利润 | $8.3M | $14.5M |
| 毛利率 | 49.1% | — |
| 营业利润率 | 30.5% | — |
| 净利率 | 11.2% | 26.9% |
| 营收同比 | -0.0% | — |
| 净利润同比 | — | 18.3% |
| 每股收益（稀释后） | $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PISPFI
| Q1 26 | $74.3M | $54.1M | ||
| Q4 25 | $92.8M | $53.9M | ||
| Q3 25 | $96.1M | $54.2M | ||
| Q2 25 | $97.9M | $54.7M | ||
| Q1 25 | $74.3M | $49.2M | ||
| Q4 24 | $91.6M | $51.9M | ||
| Q3 24 | $95.2M | $47.9M | ||
| Q2 24 | $102.5M | $48.6M |
净利润PISPFI
| Q1 26 | $8.3M | $14.5M | ||
| Q4 25 | $-1.1M | — | ||
| Q3 25 | $-12.8M | $16.3M | ||
| Q2 25 | $11.6M | $14.6M | ||
| Q1 25 | $-8.5M | $12.3M | ||
| Q4 24 | $-2.7M | — | ||
| Q3 24 | $221.0K | $11.2M | ||
| Q2 24 | $10.0M | $11.1M |
毛利率PISPFI
| 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PISPFI
| Q1 26 | 30.5% | — | ||
| Q4 25 | -2.9% | 35.4% | ||
| Q3 25 | 0.7% | 38.1% | ||
| Q2 25 | 11.1% | 34.1% | ||
| Q1 25 | -12.9% | 31.9% | ||
| Q4 24 | -3.9% | 39.9% | ||
| Q3 24 | -0.8% | 29.8% | ||
| Q2 24 | 8.8% | 29.3% |
净利率PISPFI
| Q1 26 | 11.2% | 26.9% | ||
| Q4 25 | -1.2% | — | ||
| Q3 25 | -13.3% | 30.1% | ||
| Q2 25 | 11.8% | 26.7% | ||
| Q1 25 | -11.4% | 25.0% | ||
| Q4 24 | -2.9% | — | ||
| Q3 24 | 0.2% | 23.4% | ||
| Q2 24 | 9.7% | 22.9% |
每股收益（稀释后）PISPFI
| Q1 26 | $0.14 | — | ||
| Q4 25 | $-0.02 | $0.90 | ||
| Q3 25 | $-0.44 | $0.96 | ||
| Q2 25 | $0.39 | $0.86 | ||
| Q1 25 | $-0.30 | $0.72 | ||
| Q4 24 | $-0.06 | $0.96 | ||
| Q3 24 | $0.01 | $0.66 | ||
| Q2 24 | $0.34 | $0.66 |
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 | $722.0M |
| 总债务越低越好 | $241.5M | $3.0K |
| 股东权益账面价值 | — | $504.9M |
| 总资产 | $502.5M | $4.6B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资PISPFI
| Q1 26 | $131.8M | $722.0M | ||
| Q4 25 | $175.3M | $552.4M | ||
| Q3 25 | $190.1M | $635.0M | ||
| Q2 25 | $193.2M | $470.5M | ||
| Q1 25 | $147.9M | $536.3M | ||
| Q4 24 | $164.7M | $359.1M | ||
| Q3 24 | $170.3M | $471.2M | ||
| Q2 24 | $220.2M | $298.0M |
总债务PISPFI
| Q1 26 | $241.5M | $3.0K | ||
| Q4 25 | $280.9M | — | ||
| Q3 25 | $280.4M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $283.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益PISPFI
| Q1 26 | — | $504.9M | ||
| Q4 25 | $209.2M | $493.8M | ||
| Q3 25 | $195.0M | $477.8M | ||
| Q2 25 | $187.7M | $454.1M | ||
| Q1 25 | $160.6M | $443.7M | ||
| Q4 24 | $149.9M | $438.9M | ||
| Q3 24 | $136.1M | $443.1M | ||
| Q2 24 | $117.0M | $418.0M |
总资产PISPFI
| Q1 26 | $502.5M | $4.6B | ||
| Q4 25 | $545.2M | $4.5B | ||
| Q3 25 | $516.5M | $4.5B | ||
| Q2 25 | $508.8M | $4.4B | ||
| Q1 25 | $479.8M | $4.4B | ||
| Q4 24 | $489.1M | $4.2B | ||
| Q3 24 | $476.4M | $4.3B | ||
| Q2 24 | $446.1M | $4.2B |
负债/权益比PISPFI
| Q1 26 | — | 0.00× | ||
| 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 | — | — |
| 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PISPFI
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $77.5M | ||
| Q3 25 | $20.9M | $24.2M | ||
| Q2 25 | $33.9M | $14.7M | ||
| Q1 25 | $-11.1M | $26.1M | ||
| Q4 24 | $12.6M | $59.4M | ||
| Q3 24 | $10.1M | $17.9M | ||
| Q2 24 | $45.5M | $18.2M |
自由现金流PISPFI
| Q1 26 | $2.2M | — | ||
| Q4 25 | $13.6M | $71.8M | ||
| Q3 25 | $18.0M | $22.5M | ||
| Q2 25 | $27.3M | $13.0M | ||
| Q1 25 | $-13.0M | $25.0M | ||
| Q4 24 | $8.5M | $56.0M | ||
| Q3 24 | $4.7M | $17.1M | ||
| Q2 24 | $44.1M | $17.1M |
自由现金流率PISPFI
| Q1 26 | 3.0% | — | ||
| Q4 25 | 14.7% | 133.3% | ||
| Q3 25 | 18.7% | 41.5% | ||
| Q2 25 | 27.9% | 23.8% | ||
| Q1 25 | -17.5% | 50.8% | ||
| Q4 24 | 9.3% | 108.0% | ||
| Q3 24 | 4.9% | 35.7% | ||
| Q2 24 | 43.0% | 35.2% |
资本支出强度PISPFI
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 10.5% | ||
| Q3 25 | 3.1% | 3.2% | ||
| Q2 25 | 6.7% | 3.2% | ||
| Q1 25 | 2.5% | 2.3% | ||
| Q4 24 | 4.5% | 6.5% | ||
| Q3 24 | 5.7% | 1.6% | ||
| Q2 24 | 1.3% | 2.2% |
现金转化率PISPFI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.48× | ||
| Q2 25 | 2.93× | 1.01× | ||
| Q1 25 | — | 2.12× | ||
| Q4 24 | — | — | ||
| Q3 24 | 45.56× | 1.59× | ||
| Q2 24 | 4.56× | 1.63× |
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
SPFI
| Net Interest Income | $42.9M | 79% |
| Noninterest Income | $11.3M | 21% |
