Flex 对比 Fabrinet
可添加、更换或移除公司，最多四家。
简而言之
- Flex 规模更大:2026 财年营收 $27.9B，Fabrinet 为 $4.6B，约为后者的 6.0 倍。
- Fabrinet 营收增长更快(35.7%，对方为 8.1%)。
- Fabrinet 每一美元销售额中留下的营业利润更多(营业利润率 10.0%，对方为 4.9%)。
- Flex 将更多销售额转化为自由现金流(自由现金流利润率 3.8%，对方为 0.1%)。
- Fabrinet 的投入资本回报更高(30.0%，对方为 16.3%)。
| 最近财年 | FLEX · FY26 | FN · FY26 |
|---|---|---|
| 规模 | ||
| 市值 | $28.6B | $11.4B |
| 营收 | $27.9B | $4.6B |
| 自由现金流 | $1.1B | $4.2M |
| 净利润 | $880M | $473M |
| 增长 | ||
| 营收增长 | 8.1% | 35.7% |
| 5年增长率 | 3.0% | 19.8% |
| 股数变化 | −5.0% | −0.0% |
| 盈利能力 | ||
| 毛利率 | 9.2% | 12.0% |
| 营业利润率 | 4.9% | 10.0% |
| 净利率 | 3.2% | 10.2% |
| 自由现金流利润率 | 3.8% | 0.1% |
| 资本回报率 | 16.3% | 30.0% |
| 股本回报率 | 17.4% | 21.3% |
| 资产负债表 | ||
| 净债务 | $1.4B | −$875M |
| 净债务 / EBITDA | 0.7x | −1.7x |
| 股息与回购 | $944M | $5.2M |
| 估值与质量 | ||
| 市盈率 | 29.6x | — |
| Piotroski F 分数 | 9 | 5 |
FY17
FLEX $23.9B
FN $1.4B
FY18
FLEX $25.4B
FN $1.4B
FY19
FLEX $26.2B
FN $1.6B
FY20
FLEX $24.2B
FN $1.6B
FY21
FLEX $24.1B
FN $1.9B
FY22
FLEX $24.6B
FN $2.3B
FY23
FLEX $28.5B
FN $2.6B
FY24
FLEX $26.4B
FN $2.9B
FY25
FLEX $25.8B
FN $3.4B
FY26
FLEX $27.9B
FN $4.6B
FLEX
FN
FY17
FLEX —
FN 7.5%
FY18
FLEX —
FN 6.8%
FY19
FLEX —
FN 7.7%
FY20
FLEX 1.7%
FN 7.2%
FY21
FLEX 3.3%
FN 8.0%
FY22
FLEX 3.6%
FN 9.0%
FY23
FLEX 3.6%
FN 9.5%
FY24
FLEX 3.2%
FN 9.6%
FY25
FLEX 4.5%
FN 9.5%
FY26
FLEX 4.9%
FN 10.0%
FLEX
FN
FY17
FLEX −$4.3B
FN $2.7M
FY18
FLEX −$4.4B
FN $104M
FY19
FLEX −$3.7B
FN $129M
FY20
FLEX −$2.0B
FN $108M
FY21
FLEX −$207M
FN $76.1M
FY22
FLEX $581M
FN $34.7M
FY23
FLEX $315M
FN $152M
FY24
FLEX $796M
FN $366M
FY25
FLEX $1.1B
FN $207M
FY26
FLEX $1.1B
FN $4.2M
FLEX
FN
FY17
FLEX 10.9%
FN —
FY18
FLEX 12.7%
FN —
FY19
FLEX 3.8%
FN —
FY20
FLEX 5.7%
FN 21.8%
FY21
FLEX 16.3%
FN 26.0%
FY22
FLEX 16.2%
FN 28.1%
FY23
FLEX 14.8%
FN 27.7%
FY24
FLEX 13.8%
FN 29.1%
FY25
FLEX 15.3%
FN 31.4%
FY26
FLEX 16.3%
FN 30.0%
FLEX
FN
各公司最近一个财年的数据；各公司财年结束月份不同。在越高(或越低)明显越好的行中，突出显示最佳值。不构成投资建议。