Impinj, Inc. operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.
$171.02+6.18%
报价 2026-11-06
市值
$5.28B
EV
$5.76B
PE (TTM)
–
预期 PE (FY2026)
75.0x
52 周区间距高点 -18.2%
$91.34$209.16
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.2x | 2.19 → 2.85（1.3x） | 60.0 |
| FY+32028-12 | 1.5x | 2.19 → 3.63（1.7x） | 47.1 |
毛利率 53% · TTM 收入 $388M · 基数 EPS 2.19（调整后）
电话会信号
辅助标签Q3 20262026-10-28
扩产积压订单词频高供不应求
指引 无
信心 4
分析师 4
“We expect fourth quarter revenue between $104 million and $107 million, a year-over-year increase of 14% at the midpoint.”
原文引用（2）
- 扩产：We expect capital expenditures to step up in first quarter 2027, with overall 2027 capital intensity back in line with our long-term model.
- 供不应求：We met, but were unable to get ahead of, market need, despite us ramping our back-end wafer post-processing throughput as quickly as we could.
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
去生成基本面报告 →历史股价
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| PIImpinj, Inc. | $5.28B | +6.2% | +11.0% | 58.6% | – | – | 87.8x | |
| FROGJFrog Ltd. | $12.23B | +35.3% | +24.3% | 79.6% | – | 10723.3x | 59.0x | |
| VSATViasat, Inc. | $8.81B | +7.7% | +4.1% | 35.7% | – | 8.0x | 15.9x | |
| SSentinelOne, Inc. | $7.45B | +1.6% | +20.3% | 72.1% | – | – | 229.6x | GARP |
| ESEESCO Technologies Inc. | $5.97B | +2.0% | +7.2% | 41.7% | 22.8x | 25.5x | 26.6x | |
| INGMIngram Micro Holding Corporation | $5.85B | +4.1% | +17.8% | 6.6% | 14.8x | 7.5x | – | |
| VNTVontier Corporation | $5.71B | +5.8% | -0.0% | 47.6% | 17.2x | 12.5x | 15.7x | |
| ALGMAllegro MicroSystems, Inc. | $5.25B | +5.1% | +26.1% | 49.2% | 169.9x | 40.0x | 50.1x | GARP |
| BMIBadger Meter, Inc. | $4.59B | -0.9% | -2.8% | 41.9% | 34.4x | 21.4x | 30.5x | |
| 同行中位数 | – | – | +12.5% | 44.8% | 22.8x | 21.4x | 30.5x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 | 2024-09-30 Q3 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $108.4M | $74.3M | $92.8M | $96.1M | $97.9M | $74.3M | $91.6M | $95.2M |
| Gross Margin | 58.6% | 49.1% | 51.2% | 50.3% | 57.8% | 49.4% | 50.5% | 50% |
| Operating Margin | 9.7% | -20.4% | -2.9% | 0.7% | 11.1% | -12.9% | -3.9% | -0.8% |
| Net Income | $12.2M | $-25.3M | $-1.1M | $-12.8M | $11.6M | $-8.5M | $-2.7M | $221,000 |
| Diluted EPS | 0.39 | -0.83 | -0.04 | -0.44 | 0.39 | -0.3 | -0.09 | 0.01 |
| Operating Cash Flow | $31.6M | $4M | $15.1M | $20.9M | $33.9M | $-11.1M | $12.6M | $10.1M |