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Arteris, Inc.（AIP）与Clearfield, Inc.（CLFD）财务数据对比。点击上方公司名可切换其他公司
Clearfield, Inc.的季度营收约是Arteris, Inc.的1.7倍（$34.3M vs $20.1M），Clearfield, Inc.净利率更高（-1.8% vs -42.2%，领先40.4%），Arteris, Inc.同比增速更快（30.0% vs -3.2%），Arteris, Inc.自由现金流更多（$3.0M vs $-2.4M），过去两年Arteris, Inc.的营收复合增速更高（24.7% vs -3.5%）
Arteris公司是一家跨国科技企业，总部位于美国加利福尼亚州坎贝尔，主营片上网络（NoC）知识产权以及系统芯片（SoC）集成自动化软件的研发，产品用于各类半导体芯片与芯粒设计，客户覆盖汽车电子、人工智能、机器学习、企业计算、通信、消费电子、工业以及航空航天国防等多个领域。
Clearfield, Inc.总部位于美国明尼苏达州明尼阿波利斯市，是一家专注于光纤产品研发生产的企业，其产品主要应用于光纤通信网络建设领域，为通信基础设施部署提供相关硬件支撑。
AIP vs CLFD — 直观对比
营收规模更大
CLFD
是对方的1.7倍
$20.1M
营收增速更快
AIP
高出33.2%
-3.2%
净利率更高
CLFD
高出40.4%
-42.2%
自由现金流更多
AIP
多$5.5M
$-2.4M
两年增速更快
AIP
近两年复合增速
-3.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $20.1M | $34.3M |
| 净利润 | $-8.5M | $-614.0K |
| 毛利率 | 90.8% | 33.2% |
| 营业利润率 | -42.0% | -5.3% |
| 净利率 | -42.2% | -1.8% |
| 营收同比 | 30.0% | -3.2% |
| 净利润同比 | -3.7% | 67.8% |
| 每股收益（稀释后） | $-0.19 | $-0.04 |
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AIPCLFD
| Q4 25 | $20.1M | $34.3M | ||
| Q3 25 | $17.4M | $23.4M | ||
| Q2 25 | $16.5M | $49.9M | ||
| Q1 25 | $16.5M | $47.2M | ||
| Q4 24 | $15.5M | $29.7M | ||
| Q3 24 | $14.7M | $5.6M | ||
| Q2 24 | $14.6M | $48.8M | ||
| Q1 24 | $12.9M | $36.9M |
净利润AIPCLFD
| Q4 25 | $-8.5M | $-614.0K | ||
| Q3 25 | $-9.0M | $-9.1M | ||
| Q2 25 | $-9.1M | $1.6M | ||
| Q1 25 | $-8.1M | $1.3M | ||
| Q4 24 | $-8.2M | $-1.9M | ||
| Q3 24 | $-7.7M | — | ||
| Q2 24 | $-8.3M | $-447.0K | ||
| Q1 24 | $-9.4M | $-5.9M |
毛利率AIPCLFD
| Q4 25 | 90.8% | 33.2% | ||
| Q3 25 | 89.9% | 53.2% | ||
| Q2 25 | 89.4% | 30.5% | ||
| Q1 25 | 90.8% | 30.1% | ||
| Q4 24 | 89.8% | 29.2% | ||
| Q3 24 | 90.1% | — | ||
| Q2 24 | 90.0% | 21.9% | ||
| Q1 24 | 88.7% | 7.7% |
营业利润率AIPCLFD
| Q4 25 | -42.0% | -5.3% | ||
| Q3 25 | -50.1% | 10.3% | ||
| Q2 25 | -50.0% | 3.0% | ||
| Q1 25 | -46.6% | 0.6% | ||
| Q4 24 | -45.9% | -6.9% | ||
| Q3 24 | -53.8% | — | ||
| Q2 24 | -51.1% | -4.7% | ||
| Q1 24 | -70.5% | -26.4% |
净利率AIPCLFD
| Q4 25 | -42.2% | -1.8% | ||
| Q3 25 | -51.6% | -38.8% | ||
| Q2 25 | -55.3% | 3.2% | ||
| Q1 25 | -49.1% | 2.8% | ||
| Q4 24 | -53.0% | -6.4% | ||
| Q3 24 | -52.2% | — | ||
| Q2 24 | -57.2% | -0.9% | ||
| Q1 24 | -72.6% | -16.0% |
每股收益（稀释后）AIPCLFD
| Q4 25 | $-0.19 | $-0.04 | ||
| Q3 25 | $-0.21 | $-0.65 | ||
| Q2 25 | $-0.22 | $0.11 | ||
| Q1 25 | $-0.20 | $0.09 | ||
| Q4 24 | $-0.19 | $-0.13 | ||
| Q3 24 | $-0.20 | — | ||
| Q2 24 | $-0.22 | $-0.04 | ||
| Q1 24 | $-0.25 | $-0.40 |
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 | $33.9M | $96.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-14.6M | $249.7M |
| 总资产 | $115.0M | $268.1M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AIPCLFD
| Q4 25 | $33.9M | $96.4M | ||
| Q3 25 | $39.0M | $106.0M | ||
| Q2 25 | $38.0M | $117.2M | ||
| Q1 25 | $42.3M | $112.0M | ||
| Q4 24 | $43.8M | $113.0M | ||
| Q3 24 | $48.7M | $129.0M | ||
| Q2 24 | $45.8M | $123.8M | ||
| Q1 24 | $44.8M | $142.9M |
总债务AIPCLFD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $2.2M | ||
| Q2 24 | — | $2.1M | ||
| Q1 24 | — | — |
股东权益AIPCLFD
| Q4 25 | $-14.6M | $249.7M | ||
| Q3 25 | $-11.4M | $256.2M | ||
| Q2 25 | $-7.5M | $264.5M | ||
| Q1 25 | $-4.8M | $265.9M | ||
| Q4 24 | $-1.2M | $267.4M | ||
| Q3 24 | $2.2M | $275.8M | ||
| Q2 24 | $5.3M | $274.6M | ||
| Q1 24 | $9.5M | $279.2M |
总资产AIPCLFD
| Q4 25 | $115.0M | $268.1M | ||
| Q3 25 | $107.7M | $306.2M | ||
| Q2 25 | $106.9M | $314.7M | ||
| Q1 25 | $98.3M | $310.9M | ||
| Q4 24 | $106.1M | $303.2M | ||
| Q3 24 | $97.7M | $315.3M | ||
| Q2 24 | $96.4M | $318.1M | ||
| Q1 24 | $101.4M | $315.4M |
负债/权益比AIPCLFD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.01× | ||
| Q1 24 | — | — |
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 | $3.2M | $-1.4M |
| 自由现金流经营现金流 - 资本支出 | $3.0M | $-2.4M |
| 自由现金流率自由现金流/营收 | 15.1% | -7.1% |
| 资本支出强度资本支出/营收 | 0.7% | 2.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $5.3M | — |
8季度趋势，按日历期对齐
经营现金流AIPCLFD
| Q4 25 | $3.2M | $-1.4M | ||
| Q3 25 | $3.2M | — | ||
| Q2 25 | $-2.5M | $7.9M | ||
| Q1 25 | $2.9M | $3.0M | ||
| Q4 24 | $-2.6M | $7.2M | ||
| Q3 24 | $1.1M | $22.2M | ||
| Q2 24 | $311.0K | $4.0M | ||
| Q1 24 | $477.0K | $-5.7M |
自由现金流AIPCLFD
| Q4 25 | $3.0M | $-2.4M | ||
| Q3 25 | $2.5M | — | ||
| Q2 25 | $-2.8M | $7.5M | ||
| Q1 25 | $2.7M | $654.0K | ||
| Q4 24 | $-2.7M | $5.1M | ||
| Q3 24 | $1.1M | $18.2M | ||
| Q2 24 | $264.0K | $2.8M | ||
| Q1 24 | $281.0K | $-7.7M |
自由现金流率AIPCLFD
| Q4 25 | 15.1% | -7.1% | ||
| Q3 25 | 14.2% | — | ||
| Q2 25 | -17.2% | 15.1% | ||
| Q1 25 | 16.2% | 1.4% | ||
| Q4 24 | -17.3% | 17.1% | ||
| Q3 24 | 7.4% | 323.0% | ||
| Q2 24 | 1.8% | 5.8% | ||
| Q1 24 | 2.2% | -20.8% |
资本支出强度AIPCLFD
| Q4 25 | 0.7% | 2.9% | ||
| Q3 25 | 4.1% | 2.0% | ||
| Q2 25 | 2.2% | 0.8% | ||
| Q1 25 | 1.1% | 5.1% | ||
| Q4 24 | 0.3% | 7.0% | ||
| Q3 24 | 0.2% | 71.4% | ||
| Q2 24 | 0.3% | 2.5% | ||
| Q1 24 | 1.5% | 5.3% |
现金转化率AIPCLFD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 4.93× | ||
| Q1 25 | — | 2.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
AIP
| License And Maintenance | $17.5M | 87% |
| Variable Royalties And Other | $2.6M | 13% |
CLFD
暂无分部数据
