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IMPINJ INC（PI）与Strawberry Fields REIT, Inc.（STRW）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Strawberry Fields REIT, Inc.的1.9倍（$74.3M vs $40.1M），IMPINJ INC净利率更高（11.2% vs 5.0%，领先6.2%），Strawberry Fields REIT, Inc.同比增速更快（31.5% vs -0.0%），过去两年Strawberry Fields REIT, Inc.的营收复合增速更高（20.0% 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。
Strawberry Fields REIT, Inc.是一家专注于医疗类不动产的房地产投资信托，核心资产包含专业护理机构、老年生活社区及医疗办公大楼，业务主要覆盖美国各地市场，为医疗服务商及养老运营主体提供物业支持。
PI vs STRW — 直观对比
营收规模更大
PI
是对方的1.9倍
$40.1M
营收增速更快
STRW
高出31.5%
-0.0%
净利率更高
PI
高出6.2%
5.0%
两年增速更快
STRW
近两年复合增速
-14.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $74.3M | $40.1M |
| 净利润 | $8.3M | $2.0M |
| 毛利率 | 49.1% | — |
| 营业利润率 | 30.5% | 52.4% |
| 净利率 | 11.2% | 5.0% |
| 营收同比 | -0.0% | 31.5% |
| 净利润同比 | — | 37.6% |
| 每股收益（稀释后） | $0.14 | $0.15 |
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PISTRW
| Q1 26 | $74.3M | — | ||
| Q4 25 | $92.8M | $40.1M | ||
| Q3 25 | $96.1M | $39.7M | ||
| Q2 25 | $97.9M | $37.9M | ||
| Q1 25 | $74.3M | $37.3M | ||
| Q4 24 | $91.6M | $30.5M | ||
| Q3 24 | $95.2M | $29.5M | ||
| Q2 24 | $102.5M | $29.3M |
净利润PISTRW
| Q1 26 | $8.3M | — | ||
| Q4 25 | $-1.1M | $2.0M | ||
| Q3 25 | $-12.8M | $2.0M | ||
| Q2 25 | $11.6M | $2.0M | ||
| Q1 25 | $-8.5M | $1.6M | ||
| Q4 24 | $-2.7M | $1.5M | ||
| Q3 24 | $221.0K | $944.0K | ||
| Q2 24 | $10.0M | $938.0K |
毛利率PISTRW
| 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PISTRW
| Q1 26 | 30.5% | — | ||
| Q4 25 | -2.9% | 52.4% | ||
| Q3 25 | 0.7% | 56.6% | ||
| Q2 25 | 11.1% | 54.5% | ||
| Q1 25 | -12.9% | 54.1% | ||
| Q4 24 | -3.9% | 51.5% | ||
| Q3 24 | -0.8% | 54.4% | ||
| Q2 24 | 8.8% | 52.3% |
净利率PISTRW
| Q1 26 | 11.2% | — | ||
| Q4 25 | -1.2% | 5.0% | ||
| Q3 25 | -13.3% | 5.1% | ||
| Q2 25 | 11.8% | 5.2% | ||
| Q1 25 | -11.4% | 4.2% | ||
| Q4 24 | -2.9% | 4.8% | ||
| Q3 24 | 0.2% | 3.2% | ||
| Q2 24 | 9.7% | 3.2% |
每股收益（稀释后）PISTRW
| Q1 26 | $0.14 | — | ||
| Q4 25 | $-0.02 | $0.15 | ||
| Q3 25 | $-0.44 | $0.16 | ||
| Q2 25 | $0.39 | $0.16 | ||
| Q1 25 | $-0.30 | $0.13 | ||
| Q4 24 | $-0.06 | $0.17 | ||
| Q3 24 | $0.01 | $0.14 | ||
| Q2 24 | $0.34 | $0.14 |
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 | $31.8M |
| 总债务越低越好 | $241.5M | $794.7M |
| 股东权益账面价值 | — | $12.1M |
| 总资产 | $502.5M | $885.2M |
| 负债/权益比越低杠杆越低 | — | 65.64× |
8季度趋势，按日历期对齐
现金及短期投资PISTRW
| Q1 26 | $131.8M | — | ||
| Q4 25 | $175.3M | $31.8M | ||
| Q3 25 | $190.1M | $19.8M | ||
| Q2 25 | $193.2M | $96.3M | ||
| Q1 25 | $147.9M | $42.3M | ||
| Q4 24 | $164.7M | $48.4M | ||
| Q3 24 | $170.3M | $29.3M | ||
| Q2 24 | $220.2M | $16.1M |
总债务PISTRW
| Q1 26 | $241.5M | — | ||
| Q4 25 | $280.9M | $794.7M | ||
| Q3 25 | $280.4M | $779.4M | ||
| Q2 25 | — | $794.1M | ||
| Q1 25 | — | $715.5M | ||
| Q4 24 | $283.5M | $673.9M | ||
| Q3 24 | — | $584.5M | ||
| Q2 24 | — | $555.0M |
股东权益PISTRW
| Q1 26 | — | — | ||
| Q4 25 | $209.2M | $12.1M | ||
| Q3 25 | $195.0M | $14.2M | ||
| Q2 25 | $187.7M | $15.5M | ||
| Q1 25 | $160.6M | $19.6M | ||
| Q4 24 | $149.9M | $18.2M | ||
| Q3 24 | $136.1M | $12.6M | ||
| Q2 24 | $117.0M | $7.4M |
总资产PISTRW
| Q1 26 | $502.5M | — | ||
| Q4 25 | $545.2M | $885.2M | ||
| Q3 25 | $516.5M | $880.6M | ||
| Q2 25 | $508.8M | $897.3M | ||
| Q1 25 | $479.8M | $834.8M | ||
| Q4 24 | $489.1M | $787.6M | ||
| Q3 24 | $476.4M | $661.5M | ||
| Q2 24 | $446.1M | $635.9M |
负债/权益比PISTRW
| Q1 26 | — | — | ||
| Q4 25 | 1.34× | 65.64× | ||
| Q3 25 | 1.44× | 54.70× | ||
| Q2 25 | — | 51.26× | ||
| Q1 25 | — | 36.47× | ||
| Q4 24 | 1.89× | 37.09× | ||
| Q3 24 | — | 46.34× | ||
| Q2 24 | — | 74.61× |
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 | — | $90.0M |
| 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 | — | 44.62× |
| 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PISTRW
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $90.0M | ||
| Q3 25 | $20.9M | $20.7M | ||
| Q2 25 | $33.9M | $29.8M | ||
| Q1 25 | $-11.1M | $19.0M | ||
| Q4 24 | $12.6M | $59.3M | ||
| Q3 24 | $10.1M | $11.8M | ||
| Q2 24 | $45.5M | $20.6M |
自由现金流PISTRW
| Q1 26 | $2.2M | — | ||
| Q4 25 | $13.6M | — | ||
| Q3 25 | $18.0M | — | ||
| Q2 25 | $27.3M | — | ||
| Q1 25 | $-13.0M | — | ||
| Q4 24 | $8.5M | — | ||
| Q3 24 | $4.7M | — | ||
| Q2 24 | $44.1M | — |
自由现金流率PISTRW
| Q1 26 | 3.0% | — | ||
| Q4 25 | 14.7% | — | ||
| Q3 25 | 18.7% | — | ||
| Q2 25 | 27.9% | — | ||
| Q1 25 | -17.5% | — | ||
| Q4 24 | 9.3% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 43.0% | — |
资本支出强度PISTRW
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | — | ||
| Q3 25 | 3.1% | — | ||
| Q2 25 | 6.7% | — | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | 4.5% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | 1.3% | — |
现金转化率PISTRW
| Q1 26 | — | — | ||
| Q4 25 | — | 44.62× | ||
| Q3 25 | — | 10.26× | ||
| Q2 25 | 2.93× | 15.24× | ||
| Q1 25 | — | 11.97× | ||
| Q4 24 | — | 40.44× | ||
| Q3 24 | 45.56× | 12.53× | ||
| Q2 24 | 4.56× | 21.93× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
