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IMPINJ INC（PI）与FIRST FINANCIAL CORP（THFF）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FIRST FINANCIAL CORP的1.1倍（$74.3M vs $70.5M），FIRST FINANCIAL CORP净利率更高（30.4% vs 11.2%，领先19.2%），FIRST FINANCIAL CORP同比增速更快（14.1% vs -0.0%），FIRST FINANCIAL CORP自由现金流更多（$86.4M vs $2.2M），过去两年FIRST FINANCIAL CORP的营收复合增速更高（20.8% 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。
第一美国金融公司是一家美国金融服务企业，主营为房地产与抵押贷款行业提供产权保险以及结算服务，深耕相关金融领域，是该细分赛道具备专业能力的服务提供商。
PI vs THFF — 直观对比
营收规模更大
PI
是对方的1.1倍
$70.5M
营收增速更快
THFF
高出14.2%
-0.0%
净利率更高
THFF
高出19.2%
11.2%
自由现金流更多
THFF
多$84.2M
$2.2M
两年增速更快
THFF
近两年复合增速
-14.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $74.3M | $70.5M |
| 净利润 | $8.3M | $21.5M |
| 毛利率 | 49.1% | — |
| 营业利润率 | 30.5% | 37.4% |
| 净利率 | 11.2% | 30.4% |
| 营收同比 | -0.0% | 14.1% |
| 净利润同比 | — | 32.1% |
| 每股收益（稀释后） | $0.14 | $1.81 |
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PITHFF
| Q1 26 | $74.3M | — | ||
| Q4 25 | $92.8M | $70.5M | ||
| Q3 25 | $96.1M | $65.8M | ||
| Q2 25 | $97.9M | $63.1M | ||
| Q1 25 | $74.3M | $62.5M | ||
| Q4 24 | $91.6M | $61.8M | ||
| Q3 24 | $95.2M | $58.4M | ||
| Q2 24 | $102.5M | $49.2M |
净利润PITHFF
| Q1 26 | $8.3M | — | ||
| Q4 25 | $-1.1M | $21.5M | ||
| Q3 25 | $-12.8M | $20.8M | ||
| Q2 25 | $11.6M | $18.6M | ||
| Q1 25 | $-8.5M | $18.4M | ||
| Q4 24 | $-2.7M | $16.2M | ||
| Q3 24 | $221.0K | $8.7M | ||
| Q2 24 | $10.0M | $11.4M |
毛利率PITHFF
| 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PITHFF
| Q1 26 | 30.5% | — | ||
| Q4 25 | -2.9% | 37.4% | ||
| Q3 25 | 0.7% | 39.2% | ||
| Q2 25 | 11.1% | 36.2% | ||
| Q1 25 | -12.9% | 38.1% | ||
| Q4 24 | -3.9% | 32.4% | ||
| Q3 24 | -0.8% | 17.9% | ||
| Q2 24 | 8.8% | 27.6% |
净利率PITHFF
| Q1 26 | 11.2% | — | ||
| Q4 25 | -1.2% | 30.4% | ||
| Q3 25 | -13.3% | 31.6% | ||
| Q2 25 | 11.8% | 29.5% | ||
| Q1 25 | -11.4% | 29.5% | ||
| Q4 24 | -2.9% | 26.3% | ||
| Q3 24 | 0.2% | 15.0% | ||
| Q2 24 | 9.7% | 23.1% |
每股收益（稀释后）PITHFF
| Q1 26 | $0.14 | — | ||
| Q4 25 | $-0.02 | $1.81 | ||
| Q3 25 | $-0.44 | $1.75 | ||
| Q2 25 | $0.39 | $1.57 | ||
| Q1 25 | $-0.30 | $1.55 | ||
| Q4 24 | $-0.06 | $1.37 | ||
| Q3 24 | $0.01 | $0.74 | ||
| Q2 24 | $0.34 | $0.96 |
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 | $188.2M |
| 股东权益账面价值 | — | $650.9M |
| 总资产 | $502.5M | $5.8B |
| 负债/权益比越低杠杆越低 | — | 0.29× |
8季度趋势，按日历期对齐
现金及短期投资PITHFF
| Q1 26 | $131.8M | — | ||
| Q4 25 | $175.3M | — | ||
| Q3 25 | $190.1M | — | ||
| Q2 25 | $193.2M | — | ||
| Q1 25 | $147.9M | — | ||
| Q4 24 | $164.7M | — | ||
| Q3 24 | $170.3M | — | ||
| Q2 24 | $220.2M | — |
总债务PITHFF
| Q1 26 | $241.5M | — | ||
| Q4 25 | $280.9M | $188.2M | ||
| Q3 25 | $280.4M | $170.5M | ||
| Q2 25 | — | $122.7M | ||
| Q1 25 | — | $124.9M | ||
| Q4 24 | $283.5M | $28.1M | ||
| Q3 24 | — | $30.5M | ||
| Q2 24 | — | $108.6M |
股东权益PITHFF
| Q1 26 | — | — | ||
| Q4 25 | $209.2M | $650.9M | ||
| Q3 25 | $195.0M | $622.2M | ||
| Q2 25 | $187.7M | $587.7M | ||
| Q1 25 | $160.6M | $571.9M | ||
| Q4 24 | $149.9M | $549.0M | ||
| Q3 24 | $136.1M | $566.0M | ||
| Q2 24 | $117.0M | $530.7M |
总资产PITHFF
| Q1 26 | $502.5M | — | ||
| Q4 25 | $545.2M | $5.8B | ||
| Q3 25 | $516.5M | $5.7B | ||
| Q2 25 | $508.8M | $5.6B | ||
| Q1 25 | $479.8M | $5.5B | ||
| Q4 24 | $489.1M | $5.6B | ||
| Q3 24 | $476.4M | $5.5B | ||
| Q2 24 | $446.1M | $4.9B |
负债/权益比PITHFF
| Q1 26 | — | — | ||
| Q4 25 | 1.34× | 0.29× | ||
| Q3 25 | 1.44× | 0.27× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | 1.89× | 0.05× | ||
| Q3 24 | — | 0.05× | ||
| Q2 24 | — | 0.20× |
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 | — | $90.4M |
| 自由现金流经营现金流 - 资本支出 | $2.2M | $86.4M |
| 自由现金流率自由现金流/营收 | 3.0% | 122.5% |
| 资本支出强度资本支出/营收 | — | 5.6% |
| 现金转化率经营现金流/净利润 | — | 4.21× |
| 过去12个月自由现金流最近4个季度 | $61.1M | $144.3M |
8季度趋势，按日历期对齐
经营现金流PITHFF
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $90.4M | ||
| Q3 25 | $20.9M | $26.9M | ||
| Q2 25 | $33.9M | $12.7M | ||
| Q1 25 | $-11.1M | $21.1M | ||
| Q4 24 | $12.6M | $60.4M | ||
| Q3 24 | $10.1M | $23.3M | ||
| Q2 24 | $45.5M | $8.8M |
自由现金流PITHFF
| Q1 26 | $2.2M | — | ||
| Q4 25 | $13.6M | $86.4M | ||
| Q3 25 | $18.0M | $25.8M | ||
| Q2 25 | $27.3M | $11.6M | ||
| Q1 25 | $-13.0M | $20.5M | ||
| Q4 24 | $8.5M | $54.3M | ||
| Q3 24 | $4.7M | $19.5M | ||
| Q2 24 | $44.1M | $8.4M |
自由现金流率PITHFF
| Q1 26 | 3.0% | — | ||
| Q4 25 | 14.7% | 122.5% | ||
| Q3 25 | 18.7% | 39.2% | ||
| Q2 25 | 27.9% | 18.4% | ||
| Q1 25 | -17.5% | 32.8% | ||
| Q4 24 | 9.3% | 87.8% | ||
| Q3 24 | 4.9% | 33.5% | ||
| Q2 24 | 43.0% | 17.2% |
资本支出强度PITHFF
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 5.6% | ||
| Q3 25 | 3.1% | 1.7% | ||
| Q2 25 | 6.7% | 1.8% | ||
| Q1 25 | 2.5% | 0.9% | ||
| Q4 24 | 4.5% | 9.9% | ||
| Q3 24 | 5.7% | 6.5% | ||
| Q2 24 | 1.3% | 0.7% |
现金转化率PITHFF
| Q1 26 | — | — | ||
| Q4 25 | — | 4.21× | ||
| Q3 25 | — | 1.29× | ||
| Q2 25 | 2.93× | 0.68× | ||
| Q1 25 | — | 1.14× | ||
| Q4 24 | — | 3.72× | ||
| Q3 24 | 45.56× | 2.67× | ||
| Q2 24 | 4.56× | 0.77× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
