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IMPINJ INC（PI）与TFS Financial CORP（TFSL）财务数据对比。点击上方公司名可切换其他公司
TFS Financial CORP的季度营收约是IMPINJ INC的1.1倍（$83.7M vs $74.3M），TFS Financial CORP净利率更高（26.6% vs 11.2%，领先15.4%），TFS Financial CORP同比增速更快（11.9% vs -0.0%），TFS Financial CORP自由现金流更多（$57.1M vs $2.2M），过去两年TFS Financial CORP的营收复合增速更高（4.2% 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。
TFS金融公司是一家总部位于美国的金融控股企业，主要通过旗下零售银行子公司开展业务，提供住房抵押贷款、储蓄账户及其他消费金融产品，核心客群主要分布于俄亥俄州和佛罗里达州，以个人及家庭客户为服务重心。
PI vs TFSL — 直观对比
营收规模更大
TFSL
是对方的1.1倍
$74.3M
营收增速更快
TFSL
高出11.9%
-0.0%
净利率更高
TFSL
高出15.4%
11.2%
自由现金流更多
TFSL
多$54.9M
$2.2M
两年增速更快
TFSL
近两年复合增速
-14.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $74.3M | $83.7M |
| 净利润 | $8.3M | $22.3M |
| 毛利率 | 49.1% | — |
| 营业利润率 | 30.5% | 34.0% |
| 净利率 | 11.2% | 26.6% |
| 营收同比 | -0.0% | 11.9% |
| 净利润同比 | — | -0.7% |
| 每股收益（稀释后） | $0.14 | $0.08 |
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PITFSL
| Q1 26 | $74.3M | — | ||
| Q4 25 | $92.8M | $83.7M | ||
| Q3 25 | $96.1M | $85.5M | ||
| Q2 25 | $97.9M | $82.0M | ||
| Q1 25 | $74.3M | $79.1M | ||
| Q4 24 | $91.6M | $74.8M | ||
| Q3 24 | $95.2M | $75.1M | ||
| Q2 24 | $102.5M | $75.5M |
净利润PITFSL
| Q1 26 | $8.3M | — | ||
| Q4 25 | $-1.1M | $22.3M | ||
| Q3 25 | $-12.8M | $26.0M | ||
| Q2 25 | $11.6M | $21.5M | ||
| Q1 25 | $-8.5M | $21.0M | ||
| Q4 24 | $-2.7M | $22.4M | ||
| Q3 24 | $221.0K | $18.2M | ||
| Q2 24 | $10.0M | $20.0M |
毛利率PITFSL
| 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PITFSL
| Q1 26 | 30.5% | — | ||
| Q4 25 | -2.9% | 34.0% | ||
| Q3 25 | 0.7% | 37.9% | ||
| Q2 25 | 11.1% | 33.3% | ||
| Q1 25 | -12.9% | 33.5% | ||
| Q4 24 | -3.9% | 37.9% | ||
| Q3 24 | -0.8% | 30.7% | ||
| Q2 24 | 8.8% | 33.4% |
净利率PITFSL
| Q1 26 | 11.2% | — | ||
| Q4 25 | -1.2% | 26.6% | ||
| Q3 25 | -13.3% | 30.4% | ||
| Q2 25 | 11.8% | 26.2% | ||
| Q1 25 | -11.4% | 26.6% | ||
| Q4 24 | -2.9% | 30.0% | ||
| Q3 24 | 0.2% | 24.2% | ||
| Q2 24 | 9.7% | 26.4% |
每股收益（稀释后）PITFSL
| Q1 26 | $0.14 | — | ||
| Q4 25 | $-0.02 | $0.08 | ||
| Q3 25 | $-0.44 | $0.09 | ||
| Q2 25 | $0.39 | $0.08 | ||
| Q1 25 | $-0.30 | $0.07 | ||
| Q4 24 | $-0.06 | $0.08 | ||
| Q3 24 | $0.01 | $0.07 | ||
| Q2 24 | $0.34 | $0.07 |
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 | $456.7M |
| 总债务越低越好 | $241.5M | — |
| 股东权益账面价值 | — | $1.9B |
| 总资产 | $502.5M | $17.5B |
| 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PITFSL
| Q1 26 | $131.8M | — | ||
| Q4 25 | $175.3M | $456.7M | ||
| Q3 25 | $190.1M | $429.4M | ||
| Q2 25 | $193.2M | $452.6M | ||
| Q1 25 | $147.9M | $463.6M | ||
| Q4 24 | $164.7M | $465.9M | ||
| Q3 24 | $170.3M | $463.7M | ||
| Q2 24 | $220.2M | $560.4M |
总债务PITFSL
| 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PITFSL
| Q1 26 | — | — | ||
| Q4 25 | $209.2M | $1.9B | ||
| Q3 25 | $195.0M | $1.9B | ||
| Q2 25 | $187.7M | $1.9B | ||
| Q1 25 | $160.6M | $1.9B | ||
| Q4 24 | $149.9M | $1.9B | ||
| Q3 24 | $136.1M | $1.9B | ||
| Q2 24 | $117.0M | $1.9B |
总资产PITFSL
| Q1 26 | $502.5M | — | ||
| Q4 25 | $545.2M | $17.5B | ||
| Q3 25 | $516.5M | $17.5B | ||
| Q2 25 | $508.8M | $17.4B | ||
| Q1 25 | $479.8M | $17.1B | ||
| Q4 24 | $489.1M | $17.1B | ||
| Q3 24 | $476.4M | $17.1B | ||
| Q2 24 | $446.1M | $17.0B |
负债/权益比PITFSL
| 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 | — | $58.7M |
| 自由现金流经营现金流 - 资本支出 | $2.2M | $57.1M |
| 自由现金流率自由现金流/营收 | 3.0% | 68.2% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 现金转化率经营现金流/净利润 | — | 2.64× |
| 过去12个月自由现金流最近4个季度 | $61.1M | $167.4M |
8季度趋势，按日历期对齐
经营现金流PITFSL
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $58.7M | ||
| Q3 25 | $20.9M | $82.4M | ||
| Q2 25 | $33.9M | $26.8M | ||
| Q1 25 | $-11.1M | $21.2M | ||
| Q4 24 | $12.6M | $45.5M | ||
| Q3 24 | $10.1M | $88.6M | ||
| Q2 24 | $45.5M | $96.7M |
自由现金流PITFSL
| Q1 26 | $2.2M | — | ||
| Q4 25 | $13.6M | $57.1M | ||
| Q3 25 | $18.0M | $71.0M | ||
| Q2 25 | $27.3M | $25.0M | ||
| Q1 25 | $-13.0M | $14.3M | ||
| Q4 24 | $8.5M | $44.9M | ||
| Q3 24 | $4.7M | $85.5M | ||
| Q2 24 | $44.1M | $95.9M |
自由现金流率PITFSL
| Q1 26 | 3.0% | — | ||
| Q4 25 | 14.7% | 68.2% | ||
| Q3 25 | 18.7% | 83.0% | ||
| Q2 25 | 27.9% | 30.5% | ||
| Q1 25 | -17.5% | 18.0% | ||
| Q4 24 | 9.3% | 60.0% | ||
| Q3 24 | 4.9% | 113.8% | ||
| Q2 24 | 43.0% | 127.0% |
资本支出强度PITFSL
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 2.0% | ||
| Q3 25 | 3.1% | 13.4% | ||
| Q2 25 | 6.7% | 2.1% | ||
| Q1 25 | 2.5% | 8.8% | ||
| Q4 24 | 4.5% | 0.9% | ||
| Q3 24 | 5.7% | 4.1% | ||
| Q2 24 | 1.3% | 1.1% |
现金转化率PITFSL
| Q1 26 | — | — | ||
| Q4 25 | — | 2.64× | ||
| Q3 25 | — | 3.17× | ||
| Q2 25 | 2.93× | 1.24× | ||
| Q1 25 | — | 1.01× | ||
| Q4 24 | — | 2.03× | ||
| Q3 24 | 45.56× | 4.86× | ||
| Q2 24 | 4.56× | 4.85× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
