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福尼克斯（PLAB）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是福尼克斯的1.6倍（$342.1M vs $210.4M），福尼克斯净利率更高（10.9% vs -1.9%，领先12.7%），Stitch Fix, Inc.同比增速更快（7.3% vs -5.5%），福尼克斯自由现金流更多（$25.2M vs $5.6M），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% vs -3.8%）
福尼克斯是美国半导体光掩模制造商，2009年时位居全球第三大光掩模供应商，同时也是电子束产业倡议组织的成员，专注于为半导体行业提供关键的掩模产品，支撑芯片制造环节的图形转移需求。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
PLAB vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.6倍
$210.4M
营收增速更快
SFIX
高出12.8%
-5.5%
净利率更高
PLAB
高出12.7%
-1.9%
自由现金流更多
PLAB
多$19.6M
$5.6M
两年增速更快
SFIX
近两年复合增速
-3.8%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $210.4M | $342.1M |
| 净利润 | $22.9M | $-6.4M |
| 毛利率 | 33.7% | 43.6% |
| 营业利润率 | 22.9% | -2.5% |
| 净利率 | 10.9% | -1.9% |
| 营收同比 | -5.5% | 7.3% |
| 净利润同比 | -32.4% | -1.7% |
| 每股收益（稀释后） | $0.39 | $-0.05 |
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PLABSFIX
| Q4 25 | — | $342.1M | ||
| Q3 25 | $210.4M | $311.2M | ||
| Q2 25 | $211.0M | $325.0M | ||
| Q1 25 | $212.1M | $312.1M | ||
| Q4 24 | $222.6M | $318.8M | ||
| Q3 24 | $211.0M | $319.6M | ||
| Q2 24 | $217.0M | $322.7M | ||
| Q1 24 | $216.3M | $330.4M |
净利润PLABSFIX
| Q4 25 | — | $-6.4M | ||
| Q3 25 | $22.9M | $-8.6M | ||
| Q2 25 | $8.9M | $-7.4M | ||
| Q1 25 | $42.9M | $-6.5M | ||
| Q4 24 | $33.9M | $-6.3M | ||
| Q3 24 | $34.4M | $-36.5M | ||
| Q2 24 | $36.3M | $-21.3M | ||
| Q1 24 | $26.2M | $-35.5M |
毛利率PLABSFIX
| Q4 25 | — | 43.6% | ||
| Q3 25 | 33.7% | 43.6% | ||
| Q2 25 | 36.9% | 44.2% | ||
| Q1 25 | 35.6% | 44.5% | ||
| Q4 24 | 37.0% | 45.4% | ||
| Q3 24 | 35.6% | 44.6% | ||
| Q2 24 | 36.5% | 45.5% | ||
| Q1 24 | 36.6% | 43.4% |
营业利润率PLABSFIX
| Q4 25 | — | -2.5% | ||
| Q3 25 | 22.9% | -3.6% | ||
| Q2 25 | 26.4% | -3.0% | ||
| Q1 25 | 24.6% | -2.9% | ||
| Q4 24 | 25.1% | -2.8% | ||
| Q3 24 | 24.7% | -13.1% | ||
| Q2 24 | 25.8% | -7.7% | ||
| Q1 24 | 26.6% | -11.5% |
净利率PLABSFIX
| Q4 25 | — | -1.9% | ||
| Q3 25 | 10.9% | -2.8% | ||
| Q2 25 | 4.2% | -2.3% | ||
| Q1 25 | 20.2% | -2.1% | ||
| Q4 24 | 15.2% | -2.0% | ||
| Q3 24 | 16.3% | -11.4% | ||
| Q2 24 | 16.7% | -6.6% | ||
| Q1 24 | 12.1% | -10.8% |
每股收益（稀释后）PLABSFIX
| Q4 25 | — | $-0.05 | ||
| Q3 25 | $0.39 | $-0.06 | ||
| Q2 25 | $0.15 | $-0.06 | ||
| Q1 25 | $0.68 | $-0.05 | ||
| Q4 24 | $0.54 | $-0.05 | ||
| Q3 24 | $0.55 | $-0.29 | ||
| Q2 24 | $0.58 | $-0.18 | ||
| Q1 24 | $0.42 | $-0.30 |
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 | $575.8M | $244.2M |
| 总债务越低越好 | $16.0K | — |
| 股东权益账面价值 | $1.1B | $204.1M |
| 总资产 | $1.8B | $530.7M |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
现金及短期投资PLABSFIX
| Q4 25 | — | $244.2M | ||
| Q3 25 | $575.8M | $234.9M | ||
| Q2 25 | $558.4M | $234.2M | ||
| Q1 25 | $642.2M | $219.1M | ||
| Q4 24 | $640.7M | $253.3M | ||
| Q3 24 | $606.4M | $247.0M | ||
| Q2 24 | $559.9M | $244.5M | ||
| Q1 24 | $521.5M | $229.8M |
总债务PLABSFIX
| Q4 25 | — | — | ||
| Q3 25 | $16.0K | — | ||
| Q2 25 | $19.0K | — | ||
| Q1 25 | $21.0K | — | ||
| Q4 24 | $25.0K | — | ||
| Q3 24 | $28.0K | — | ||
| Q2 24 | $2.5M | — | ||
| Q1 24 | $2.7M | — |
股东权益PLABSFIX
| Q4 25 | — | $204.1M | ||
| Q3 25 | $1.1B | $203.0M | ||
| Q2 25 | $1.1B | $200.4M | ||
| Q1 25 | $1.1B | $197.8M | ||
| Q4 24 | $1.1B | $190.5M | ||
| Q3 24 | $1.1B | $187.0M | ||
| Q2 24 | $1.0B | $208.9M | ||
| Q1 24 | $1.0B | $213.3M |
总资产PLABSFIX
| Q4 25 | — | $530.7M | ||
| Q3 25 | $1.8B | $480.6M | ||
| Q2 25 | $1.7B | $484.7M | ||
| Q1 25 | $1.7B | $472.6M | ||
| Q4 24 | $1.7B | $507.1M | ||
| Q3 24 | $1.6B | $486.9M | ||
| Q2 24 | $1.6B | $537.0M | ||
| Q1 24 | $1.6B | $538.3M |
负债/权益比PLABSFIX
| Q4 25 | — | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — | ||
| Q1 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 | $50.1M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $25.2M | $5.6M |
| 自由现金流率自由现金流/营收 | 12.0% | 1.6% |
| 资本支出强度资本支出/营收 | 11.8% | 1.6% |
| 现金转化率经营现金流/净利润 | 2.19× | — |
| 过去12个月自由现金流最近4个季度 | $64.5M | $4.9M |
8季度趋势，按日历期对齐
经营现金流PLABSFIX
| Q4 25 | — | $10.9M | ||
| Q3 25 | $50.1M | $7.0M | ||
| Q2 25 | $31.5M | $20.5M | ||
| Q1 25 | $78.5M | $-16.2M | ||
| Q4 24 | $68.4M | $14.3M | ||
| Q3 24 | $75.1M | $8.2M | ||
| Q2 24 | $76.5M | $21.7M | ||
| Q1 24 | $41.5M | $-22.3M |
自由现金流PLABSFIX
| Q4 25 | — | $5.6M | ||
| Q3 25 | $25.2M | $2.8M | ||
| Q2 25 | $-29.1M | $16.0M | ||
| Q1 25 | $43.3M | $-19.4M | ||
| Q4 24 | $25.2M | $9.9M | ||
| Q3 24 | $50.7M | $4.5M | ||
| Q2 24 | $56.5M | $18.9M | ||
| Q1 24 | $-1.8M | $-26.1M |
自由现金流率PLABSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | 12.0% | 0.9% | ||
| Q2 25 | -13.8% | 4.9% | ||
| Q1 25 | 20.4% | -6.2% | ||
| Q4 24 | 11.3% | 3.1% | ||
| Q3 24 | 24.0% | 1.4% | ||
| Q2 24 | 26.0% | 5.9% | ||
| Q1 24 | -0.8% | -7.9% |
资本支出强度PLABSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | 11.8% | 1.4% | ||
| Q2 25 | 28.7% | 1.4% | ||
| Q1 25 | 16.6% | 1.0% | ||
| Q4 24 | 19.4% | 1.4% | ||
| Q3 24 | 11.6% | 1.2% | ||
| Q2 24 | 9.2% | 0.9% | ||
| Q1 24 | 20.0% | 1.1% |
现金转化率PLABSFIX
| Q4 25 | — | — | ||
| Q3 25 | 2.19× | — | ||
| Q2 25 | 3.55× | — | ||
| Q1 25 | 1.83× | — | ||
| Q4 24 | 2.02× | — | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 2.11× | — | ||
| Q1 24 | 1.59× | — |
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
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
SFIX
暂无分部数据
