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Impinj, Inc.

NASDAQ•PI
CEO: Dr. Chris Diorio Ph.D.
板块: Technology
行业: Communication Equipment
上市日期: 2016-07-21
Impinj, Inc. operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. Its platform wirelessly connects items and delivers data about the connected items to business and consumer applications. The company's platform comprises endpoint ICs, a miniature radios-on-a-chip that attaches to a host item and includes a number to identify the item. Its platform also consists of systems products that consists of reader ICs, readers, and gateways to wirelessly provide power to and communicate bidirectionally with endpoint ICs on host items, as well as to read, write, authenticate, and engage the endpoint ICs on those items; and software and algorithms that enable its partners to solve enterprise business problems, such as retail self-checkout and loss prevention. The company primarily serves retail, supply chain and logistics, automotive, aviation, banking, datacenters, food, healthcare, industrial and manufacturing, linen and uniform tracking, sports, and travel industries through original equipment and device manufacturers, tag service bureaus, systems integrators, value-added resellers, independent software vendors, and other solution partners. Impinj, Inc. was incorporated in 2000 and is headquartered in Seattle, Washington.
联系方式
400 Fairview Avenue North, Suite 1200, Seattle, WA, 98109, United States
206-517-5300
www.impinj.com
市值
$4.04B
市盈率 (TTM)
-145.4
53.3
股息率
--
52周最高
$247.06
52周最低
$87.36
52周范围
28%
排名65Top 96.0%
1.6
F-Score
改良版 Piotroski 分析
基于 10 年期基本面
疲弱 • 1.6 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2016-2025

财务仪表盘

Q1 2026 数据

营业收入

$74.25M+0.00%
近4季度走势

每股收益

-$0.83+0.00%
近4季度走势

自由现金流

$2.23M+0.00%
近4季度走势

2025 Annual 财报亮点

核心亮点

Gross Margin Improvement Gross margin reached 52.5%, an increase of 0.9% compared to 51.6% reported in 2024, despite revenue decline.
Operating Loss Narrows Loss from operations reduced to $(737K), improving by $6.3M versus the prior year result of $(7.1M).
IP Revenue Stream Recognized $16.0M in annual license fee revenue from the NXP Settlement Agreement during the fiscal year 2025.

关注风险

RAIN Adoption Uncertainty Pace of RAIN market adoption beyond key sectors like retail remains uncertain and unpredictable, impacting forecasts.
Customer Revenue Concentration Top three customers accounted for 61% of total 2025 revenue, decreasing bargaining power and increasing risk concentration.
Supply Chain Reliance Product supply depends on limited third parties lacking long-term supply contracts for critical components like silicon wafers.

前瞻展望

Strategic Growth Focus Focus growth strategy on Enterprise Solutions, RAIN silicon performance, and enhancing platform preference across various markets.
Cloud Services Expansion Intend to expand nascent software and cloud services offerings as a key component of future growth strategy and recurring revenue.
R&D Investment Continue committing significant resources to technology, innovation, and new product development for maintaining market leadership.

同行对比

营业收入 (TTM)

ARW stock ticker logoARW
$33.51B
+20.5%
VSAT stock ticker logoVSAT
$4.64B
+2.7%
TTMI stock ticker logoTTMI
$3.10B
+23.1%

毛利率 (最新季度)

FROG stock ticker logoFROG
78.2%
+3.6pp
S stock ticker logoS
71.8%
-0.9pp
CWAN stock ticker logoCWAN
65.8%
-7.4pp

关键指标

股票代码
市值
市盈率 (TTM)
净资产收益率 (TTM)
负债率
TTMI$20.15B103.211.3%26.4%
SMTC$15.53B-466.1-5.9%34.2%
ARW$11.60B16.011.2%6.9%

长期趋势

近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
-8.8%
增长承压
4季度净利润复合增长率
N/M
盈利状态转变
现金流稳定性
100%
现金流表现优异

深度研究

下次财报:2026年7月29日
|
每股收益:$0.81
|
营业收入:$104.60M
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