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IMPINJ INC（PI）与UNITED STATES LIME & MINERALS INC（USLM）财务数据对比。点击上方公司名可切换其他公司
UNITED STATES LIME & MINERALS INC的季度营收约是IMPINJ INC的1.2倍（$87.9M vs $74.3M），UNITED STATES LIME & MINERALS INC净利率更高（34.7% vs 11.2%，领先23.5%），UNITED STATES LIME & MINERALS INC同比增速更快（9.8% vs -0.0%），UNITED STATES LIME & MINERALS INC自由现金流更多（$25.7M vs $2.2M），过去两年UNITED STATES LIME & MINERALS INC的营收复合增速更高（10.8% 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。
美国石灰矿产公司是总部位于美国的自然资源企业，主营高钙石灰、白云石石灰、石灰石及相关矿产制品，客户覆盖基建、钢铁制造、农业土壤改良、环保排放治理、工业加工等领域，业务主要辐射北美市场。
PI vs USLM — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $74.3M | $87.9M |
| 净利润 | $8.3M | $30.5M |
| 毛利率 | 49.1% | 48.0% |
| 营业利润率 | 30.5% | 41.0% |
| 净利率 | 11.2% | 34.7% |
| 营收同比 | -0.0% | 9.8% |
| 净利润同比 | — | 13.2% |
| 每股收益（稀释后） | $0.14 | $1.06 |
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
| Q1 26 | $74.3M | — | ||
| Q4 25 | $92.8M | $87.9M | ||
| Q3 25 | $96.1M | $102.0M | ||
| Q2 25 | $97.9M | $91.5M | ||
| Q1 25 | $74.3M | $91.3M | ||
| Q4 24 | $91.6M | $80.1M | ||
| Q3 24 | $95.2M | $89.4M | ||
| Q2 24 | $102.5M | $76.5M |
| Q1 26 | $8.3M | — | ||
| Q4 25 | $-1.1M | $30.5M | ||
| Q3 25 | $-12.8M | $38.8M | ||
| Q2 25 | $11.6M | $30.8M | ||
| Q1 25 | $-8.5M | $34.1M | ||
| Q4 24 | $-2.7M | $27.0M | ||
| Q3 24 | $221.0K | $33.4M | ||
| Q2 24 | $10.0M | $26.1M |
| Q1 26 | 49.1% | — | ||
| Q4 25 | 51.8% | 48.0% | ||
| Q3 25 | 50.3% | 51.2% | ||
| Q2 25 | 57.8% | 45.8% | ||
| Q1 25 | 49.4% | 50.6% | ||
| Q4 24 | 50.5% | 44.3% | ||
| Q3 24 | 50.0% | 48.2% | ||
| Q2 24 | 56.1% | 45.5% |
| Q1 26 | 30.5% | — | ||
| Q4 25 | -2.9% | 41.0% | ||
| Q3 25 | 0.7% | 45.3% | ||
| Q2 25 | 11.1% | 39.0% | ||
| Q1 25 | -12.9% | 43.7% | ||
| Q4 24 | -3.9% | 38.8% | ||
| Q3 24 | -0.8% | 42.6% | ||
| Q2 24 | 8.8% | 39.1% |
| Q1 26 | 11.2% | — | ||
| Q4 25 | -1.2% | 34.7% | ||
| Q3 25 | -13.3% | 38.0% | ||
| Q2 25 | 11.8% | 33.7% | ||
| Q1 25 | -11.4% | 37.4% | ||
| Q4 24 | -2.9% | 33.7% | ||
| Q3 24 | 0.2% | 37.3% | ||
| Q2 24 | 9.7% | 34.0% |
| Q1 26 | $0.14 | — | ||
| Q4 25 | $-0.02 | $1.06 | ||
| Q3 25 | $-0.44 | $1.35 | ||
| Q2 25 | $0.39 | $1.07 | ||
| Q1 25 | $-0.30 | $1.19 | ||
| Q4 24 | $-0.06 | $-2.20 | ||
| Q3 24 | $0.01 | $1.16 | ||
| Q2 24 | $0.34 | $0.91 |
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 | $371.1M |
| 总债务越低越好 | $241.5M | $0 |
| 股东权益账面价值 | — | $630.8M |
| 总资产 | $502.5M | $681.0M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
| Q1 26 | $131.8M | — | ||
| Q4 25 | $175.3M | $371.1M | ||
| Q3 25 | $190.1M | $349.5M | ||
| Q2 25 | $193.2M | $319.9M | ||
| Q1 25 | $147.9M | $300.6M | ||
| Q4 24 | $164.7M | $278.0M | ||
| Q3 24 | $170.3M | $255.0M | ||
| Q2 24 | $220.2M | $222.5M |
| Q1 26 | $241.5M | — | ||
| Q4 25 | $280.9M | $0 | ||
| Q3 25 | $280.4M | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | $283.5M | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
| Q1 26 | — | — | ||
| Q4 25 | $209.2M | $630.8M | ||
| Q3 25 | $195.0M | $602.3M | ||
| Q2 25 | $187.7M | $563.3M | ||
| Q1 25 | $160.6M | $532.2M | ||
| Q4 24 | $149.9M | $497.7M | ||
| Q3 24 | $136.1M | $474.2M | ||
| Q2 24 | $117.0M | $441.1M |
| Q1 26 | $502.5M | — | ||
| Q4 25 | $545.2M | $681.0M | ||
| Q3 25 | $516.5M | $652.8M | ||
| Q2 25 | $508.8M | $607.4M | ||
| Q1 25 | $479.8M | $585.3M | ||
| Q4 24 | $489.1M | $543.2M | ||
| Q3 24 | $476.4M | $521.8M | ||
| Q2 24 | $446.1M | $484.2M |
| Q1 26 | — | — | ||
| Q4 25 | 1.34× | 0.00× | ||
| Q3 25 | 1.44× | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | 1.89× | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | — | $45.6M |
| 自由现金流经营现金流 - 资本支出 | $2.2M | $25.7M |
| 自由现金流率自由现金流/营收 | 3.0% | 29.2% |
| 资本支出强度资本支出/营收 | — | 22.6% |
| 现金转化率经营现金流/净利润 | — | 1.49× |
| 过去12个月自由现金流最近4个季度 | $61.1M | $102.3M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $45.6M | ||
| Q3 25 | $20.9M | $45.9M | ||
| Q2 25 | $33.9M | $34.0M | ||
| Q1 25 | $-11.1M | $39.4M | ||
| Q4 24 | $12.6M | $38.6M | ||
| Q3 24 | $10.1M | $39.0M | ||
| Q2 24 | $45.5M | $21.2M |
| Q1 26 | $2.2M | — | ||
| Q4 25 | $13.6M | $25.7M | ||
| Q3 25 | $18.0M | $31.3M | ||
| Q2 25 | $27.3M | $20.8M | ||
| Q1 25 | $-13.0M | $24.6M | ||
| Q4 24 | $8.5M | $27.6M | ||
| Q3 24 | $4.7M | $33.9M | ||
| Q2 24 | $44.1M | $16.8M |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 14.7% | 29.2% | ||
| Q3 25 | 18.7% | 30.7% | ||
| Q2 25 | 27.9% | 22.7% | ||
| Q1 25 | -17.5% | 26.9% | ||
| Q4 24 | 9.3% | 34.4% | ||
| Q3 24 | 4.9% | 37.9% | ||
| Q2 24 | 43.0% | 21.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 22.6% | ||
| Q3 25 | 3.1% | 14.4% | ||
| Q2 25 | 6.7% | 14.5% | ||
| Q1 25 | 2.5% | 16.3% | ||
| Q4 24 | 4.5% | 13.8% | ||
| Q3 24 | 5.7% | 5.8% | ||
| Q2 24 | 1.3% | 5.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.49× | ||
| Q3 25 | — | 1.18× | ||
| Q2 25 | 2.93× | 1.10× | ||
| Q1 25 | — | 1.16× | ||
| Q4 24 | — | 1.43× | ||
| Q3 24 | 45.56× | 1.17× | ||
| Q2 24 | 4.56× | 0.81× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
