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IMPINJ INC（PI）与合众银行（STBA）财务数据对比。点击上方公司名可切换其他公司
合众银行的季度营收约是IMPINJ INC的1.4倍（$102.1M vs $74.3M），合众银行净利率更高（34.4% vs 11.2%，领先23.2%），过去两年合众银行的营收复合增速更高（2.6% 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。
合众银行是总部位于美国明尼苏达州明尼阿波利斯、注册地为特拉华州的跨国银行机构，截至2025年为美国第五大银行，也是美国中西部规模最大的银行，被金融稳定委员会认定为系统重要性机构。旗下核心运营主体为美国合众银行全国协会，以“U.S. Bank”品牌开展业务，提供银行、投资、抵押贷款等多元金融服务。
PI vs STBA — 直观对比
营收规模更大
STBA
是对方的1.4倍
$74.3M
净利率更高
STBA
高出23.2%
11.2%
两年增速更快
STBA
近两年复合增速
-14.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $74.3M | $102.1M |
| 净利润 | $8.3M | $35.1M |
| 毛利率 | 49.1% | — |
| 营业利润率 | 30.5% | — |
| 净利率 | 11.2% | 34.4% |
| 营收同比 | -0.0% | — |
| 净利润同比 | — | 5.0% |
| 每股收益（稀释后） | $0.14 | $0.94 |
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PISTBA
| Q1 26 | $74.3M | $102.1M | ||
| Q4 25 | $92.8M | $105.3M | ||
| Q3 25 | $96.1M | $103.0M | ||
| Q2 25 | $97.9M | $100.1M | ||
| Q1 25 | $74.3M | $93.8M | ||
| Q4 24 | $91.6M | $94.3M | ||
| Q3 24 | $95.2M | $96.4M | ||
| Q2 24 | $102.5M | $96.9M |
净利润PISTBA
| Q1 26 | $8.3M | $35.1M | ||
| Q4 25 | $-1.1M | $34.0M | ||
| Q3 25 | $-12.8M | $35.0M | ||
| Q2 25 | $11.6M | $31.9M | ||
| Q1 25 | $-8.5M | $33.4M | ||
| Q4 24 | $-2.7M | $33.1M | ||
| Q3 24 | $221.0K | $32.6M | ||
| Q2 24 | $10.0M | $34.4M |
毛利率PISTBA
| 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PISTBA
| Q1 26 | 30.5% | — | ||
| Q4 25 | -2.9% | 40.3% | ||
| Q3 25 | 0.7% | 42.6% | ||
| Q2 25 | 11.1% | 40.0% | ||
| Q1 25 | -12.9% | 44.5% | ||
| Q4 24 | -3.9% | 43.8% | ||
| Q3 24 | -0.8% | 43.0% | ||
| Q2 24 | 8.8% | 44.2% |
净利率PISTBA
| Q1 26 | 11.2% | 34.4% | ||
| Q4 25 | -1.2% | 32.3% | ||
| Q3 25 | -13.3% | 33.9% | ||
| Q2 25 | 11.8% | 31.9% | ||
| Q1 25 | -11.4% | 35.6% | ||
| Q4 24 | -2.9% | 35.1% | ||
| Q3 24 | 0.2% | 33.8% | ||
| Q2 24 | 9.7% | 35.5% |
每股收益（稀释后）PISTBA
| Q1 26 | $0.14 | $0.94 | ||
| Q4 25 | $-0.02 | $0.88 | ||
| Q3 25 | $-0.44 | $0.91 | ||
| Q2 25 | $0.39 | $0.83 | ||
| Q1 25 | $-0.30 | $0.87 | ||
| Q4 24 | $-0.06 | $0.86 | ||
| Q3 24 | $0.01 | $0.85 | ||
| Q2 24 | $0.34 | $0.89 |
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 | — |
| 总债务越低越好 | $241.5M | $100.8M |
| 股东权益账面价值 | — | $1.4B |
| 总资产 | $502.5M | $9.9B |
| 负债/权益比越低杠杆越低 | — | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资PISTBA
| Q1 26 | $131.8M | — | ||
| Q4 25 | $175.3M | $163.4M | ||
| Q3 25 | $190.1M | $196.2M | ||
| Q2 25 | $193.2M | $203.1M | ||
| Q1 25 | $147.9M | $211.8M | ||
| Q4 24 | $164.7M | $244.8M | ||
| Q3 24 | $170.3M | $228.1M | ||
| Q2 24 | $220.2M | $246.3M |
总债务PISTBA
| Q1 26 | $241.5M | $100.8M | ||
| Q4 25 | $280.9M | — | ||
| Q3 25 | $280.4M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $283.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益PISTBA
| Q1 26 | — | $1.4B | ||
| Q4 25 | $209.2M | $1.5B | ||
| Q3 25 | $195.0M | $1.5B | ||
| Q2 25 | $187.7M | $1.4B | ||
| Q1 25 | $160.6M | $1.4B | ||
| Q4 24 | $149.9M | $1.4B | ||
| Q3 24 | $136.1M | $1.4B | ||
| Q2 24 | $117.0M | $1.3B |
总资产PISTBA
| Q1 26 | $502.5M | $9.9B | ||
| Q4 25 | $545.2M | $9.9B | ||
| Q3 25 | $516.5M | $9.8B | ||
| Q2 25 | $508.8M | $9.8B | ||
| Q1 25 | $479.8M | $9.7B | ||
| Q4 24 | $489.1M | $9.7B | ||
| Q3 24 | $476.4M | $9.6B | ||
| Q2 24 | $446.1M | $9.6B |
负债/权益比PISTBA
| Q1 26 | — | 0.07× | ||
| 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PISTBA
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $133.6M | ||
| Q3 25 | $20.9M | $40.5M | ||
| Q2 25 | $33.9M | $28.3M | ||
| Q1 25 | $-11.1M | $28.7M | ||
| Q4 24 | $12.6M | $173.4M | ||
| Q3 24 | $10.1M | $27.6M | ||
| Q2 24 | $45.5M | $44.7M |
自由现金流PISTBA
| Q1 26 | $2.2M | — | ||
| Q4 25 | $13.6M | $128.8M | ||
| Q3 25 | $18.0M | $39.9M | ||
| Q2 25 | $27.3M | $27.1M | ||
| Q1 25 | $-13.0M | $27.0M | ||
| Q4 24 | $8.5M | $170.4M | ||
| Q3 24 | $4.7M | $26.9M | ||
| Q2 24 | $44.1M | $43.9M |
自由现金流率PISTBA
| Q1 26 | 3.0% | — | ||
| Q4 25 | 14.7% | 122.4% | ||
| Q3 25 | 18.7% | 38.7% | ||
| Q2 25 | 27.9% | 27.1% | ||
| Q1 25 | -17.5% | 28.8% | ||
| Q4 24 | 9.3% | 180.7% | ||
| Q3 24 | 4.9% | 28.0% | ||
| Q2 24 | 43.0% | 45.3% |
资本支出强度PISTBA
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 4.5% | ||
| Q3 25 | 3.1% | 0.6% | ||
| Q2 25 | 6.7% | 1.2% | ||
| Q1 25 | 2.5% | 1.8% | ||
| Q4 24 | 4.5% | 3.1% | ||
| Q3 24 | 5.7% | 0.7% | ||
| Q2 24 | 1.3% | 0.9% |
现金转化率PISTBA
| Q1 26 | — | — | ||
| Q4 25 | — | 3.93× | ||
| Q3 25 | — | 1.16× | ||
| Q2 25 | 2.93× | 0.89× | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | — | 5.24× | ||
| Q3 24 | 45.56× | 0.85× | ||
| 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
STBA
| Net Interest Income | $88.4M | 87% |
| Noninterest Income | $13.6M | 13% |
