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Palomar Holdings, Inc.（PLMR）与PREFORMED LINE PRODUCTS CO（PLPC）财务数据对比。点击上方公司名可切换其他公司
Palomar Holdings, Inc.的季度营收约是PREFORMED LINE PRODUCTS CO的1.5倍（$253.4M vs $173.1M），Palomar Holdings, Inc.同比增速更快（62.7% vs 3.6%），Palomar Holdings, Inc.自由现金流更多（$409.0M vs $11.8M），过去两年Palomar Holdings, Inc.的营收复合增速更高（46.2% vs 10.8%）
Palomar Holdings, Inc.是一家专业保险控股企业，主要为存在巨灾风险敞口的住宅及商业资产提供财产保险产品，业务范围覆盖美国全境，核心业务板块包含地震、洪水、风暴等高危财产保障服务。
预成型线路产品公司（PLPC）研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件，服务全球多地的公用事业、网络运营商及工业客户，提供可提升网络可靠性与运营效率的解决方案。
PLMR vs PLPC — 直观对比
营收规模更大
PLMR
是对方的1.5倍
$173.1M
营收增速更快
PLMR
高出59.1%
3.6%
自由现金流更多
PLMR
多$397.2M
$11.8M
两年增速更快
PLMR
近两年复合增速
10.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $253.4M | $173.1M |
| 净利润 | — | $8.4M |
| 毛利率 | — | 29.8% |
| 营业利润率 | 28.7% | 6.8% |
| 净利率 | — | 4.9% |
| 营收同比 | 62.7% | 3.6% |
| 净利润同比 | — | -19.3% |
| 每股收益（稀释后） | $2.05 | $1.72 |
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PLMRPLPC
| Q4 25 | $253.4M | $173.1M | ||
| Q3 25 | $244.7M | $178.1M | ||
| Q2 25 | $203.3M | $169.6M | ||
| Q1 25 | $174.6M | $148.5M | ||
| Q4 24 | $155.8M | $167.1M | ||
| Q3 24 | $148.5M | $147.0M | ||
| Q2 24 | $131.1M | $138.7M | ||
| Q1 24 | $118.5M | $140.9M |
净利润PLMRPLPC
| Q4 25 | — | $8.4M | ||
| Q3 25 | $51.5M | $2.6M | ||
| Q2 25 | $46.5M | $12.7M | ||
| Q1 25 | $42.9M | $11.5M | ||
| Q4 24 | — | $10.5M | ||
| Q3 24 | $30.5M | $7.7M | ||
| Q2 24 | $25.7M | $9.4M | ||
| Q1 24 | $26.4M | $9.6M |
毛利率PLMRPLPC
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 29.7% | ||
| Q2 25 | — | 32.7% | ||
| Q1 25 | — | 32.8% | ||
| Q4 24 | — | 33.3% | ||
| Q3 24 | — | 31.1% | ||
| Q2 24 | — | 31.9% | ||
| Q1 24 | — | 31.3% |
营业利润率PLMRPLPC
| Q4 25 | 28.7% | 6.8% | ||
| Q3 25 | 27.4% | 7.4% | ||
| Q2 25 | 29.5% | 10.1% | ||
| Q1 25 | 30.8% | 8.8% | ||
| Q4 24 | 28.9% | 10.5% | ||
| Q3 24 | 25.9% | 7.1% | ||
| Q2 24 | 25.5% | 8.1% | ||
| Q1 24 | 29.0% | 8.2% |
净利率PLMRPLPC
| Q4 25 | — | 4.9% | ||
| Q3 25 | 21.0% | 1.5% | ||
| Q2 25 | 22.9% | 7.5% | ||
| Q1 25 | 24.6% | 7.8% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | 20.5% | 5.2% | ||
| Q2 24 | 19.6% | 6.8% | ||
| Q1 24 | 22.3% | 6.8% |
每股收益（稀释后）PLMRPLPC
| Q4 25 | $2.05 | $1.72 | ||
| Q3 25 | $1.87 | $0.53 | ||
| Q2 25 | $1.68 | $2.56 | ||
| Q1 25 | $1.57 | $2.33 | ||
| Q4 24 | $1.29 | $2.13 | ||
| Q3 24 | $1.15 | $1.54 | ||
| Q2 24 | $1.00 | $1.89 | ||
| Q1 24 | $1.04 | $1.94 |
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 | $106.9M | — |
| 总债务越低越好 | — | $38.3M |
| 股东权益账面价值 | $942.7M | $475.5M |
| 总资产 | $3.1B | $653.6M |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资PLMRPLPC
| Q4 25 | $106.9M | — | ||
| Q3 25 | $111.7M | — | ||
| Q2 25 | $81.3M | — | ||
| Q1 25 | $119.3M | — | ||
| Q4 24 | $80.4M | — | ||
| Q3 24 | $86.5M | — | ||
| Q2 24 | $47.8M | — | ||
| Q1 24 | $61.4M | — |
总债务PLMRPLPC
| Q4 25 | — | $38.3M | ||
| Q3 25 | — | $36.0M | ||
| Q2 25 | — | $31.8M | ||
| Q1 25 | — | $29.1M | ||
| Q4 24 | — | $20.8M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | — | $31.6M | ||
| Q1 24 | — | $55.0M |
股东权益PLMRPLPC
| Q4 25 | $942.7M | $475.5M | ||
| Q3 25 | $878.1M | $466.3M | ||
| Q2 25 | $847.2M | $460.7M | ||
| Q1 25 | $790.4M | $435.8M | ||
| Q4 24 | $729.0M | $422.3M | ||
| Q3 24 | $703.3M | $429.0M | ||
| Q2 24 | $532.6M | $416.2M | ||
| Q1 24 | $501.7M | $413.4M |
总资产PLMRPLPC
| Q4 25 | $3.1B | $653.6M | ||
| Q3 25 | $2.9B | $644.6M | ||
| Q2 25 | $2.8B | $631.5M | ||
| Q1 25 | $2.4B | $592.5M | ||
| Q4 24 | $2.3B | $573.9M | ||
| Q3 24 | $2.3B | $592.0M | ||
| Q2 24 | $2.0B | $572.6M | ||
| Q1 24 | $1.9B | $586.1M |
负债/权益比PLMRPLPC
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.08× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.05× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.08× | ||
| Q1 24 | — | 0.13× |
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 | $409.1M | $21.9M |
| 自由现金流经营现金流 - 资本支出 | $409.0M | $11.8M |
| 自由现金流率自由现金流/营收 | 161.4% | 6.8% |
| 资本支出强度资本支出/营收 | 0.1% | 5.9% |
| 现金转化率经营现金流/净利润 | — | 2.60× |
| 过去12个月自由现金流最近4个季度 | $700.6M | $33.3M |
8季度趋势，按日历期对齐
经营现金流PLMRPLPC
| Q4 25 | $409.1M | $21.9M | ||
| Q3 25 | $83.6M | $18.9M | ||
| Q2 25 | $120.9M | $26.9M | ||
| Q1 25 | $87.2M | $5.7M | ||
| Q4 24 | $261.2M | $24.1M | ||
| Q3 24 | $100.3M | $9.4M | ||
| Q2 24 | $55.1M | $28.3M | ||
| Q1 24 | $33.1M | $5.8M |
自由现金流PLMRPLPC
| Q4 25 | $409.0M | $11.8M | ||
| Q3 25 | $83.6M | $8.3M | ||
| Q2 25 | $120.8M | $18.6M | ||
| Q1 25 | $87.1M | $-5.3M | ||
| Q4 24 | $260.9M | $20.6M | ||
| Q3 24 | $100.1M | $5.8M | ||
| Q2 24 | — | $24.6M | ||
| Q1 24 | — | $1.8M |
自由现金流率PLMRPLPC
| Q4 25 | 161.4% | 6.8% | ||
| Q3 25 | 34.2% | 4.7% | ||
| Q2 25 | 59.4% | 10.9% | ||
| Q1 25 | 49.9% | -3.6% | ||
| Q4 24 | 167.5% | 12.3% | ||
| Q3 24 | 67.4% | 3.9% | ||
| Q2 24 | — | 17.7% | ||
| Q1 24 | — | 1.3% |
资本支出强度PLMRPLPC
| Q4 25 | 0.1% | 5.9% | ||
| Q3 25 | 0.0% | 6.0% | ||
| Q2 25 | 0.0% | 4.9% | ||
| Q1 25 | 0.0% | 7.4% | ||
| Q4 24 | 0.2% | 2.1% | ||
| Q3 24 | 0.1% | 2.4% | ||
| Q2 24 | 0.0% | 2.7% | ||
| Q1 24 | 0.0% | 2.8% |
现金转化率PLMRPLPC
| Q4 25 | — | 2.60× | ||
| Q3 25 | 1.63× | 7.21× | ||
| Q2 25 | 2.60× | 2.12× | ||
| Q1 25 | 2.03× | 0.49× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | 3.29× | 1.22× | ||
| Q2 24 | 2.14× | 3.02× | ||
| Q1 24 | 1.26× | 0.60× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
