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American Well Corp（AMWL）与Clearfield, Inc.（CLFD）财务数据对比。点击上方公司名可切换其他公司
American Well Corp的季度营收约是Clearfield, Inc.的1.6倍（$55.3M vs $34.3M），Clearfield, Inc.净利率更高（-1.8% vs -45.1%，领先43.3%），Clearfield, Inc.同比增速更快（-3.2% vs -22.1%），Clearfield, Inc.自由现金流更多（$-2.4M vs $-17.4M），过去两年Clearfield, Inc.的营收复合增速更高（-3.5% vs -3.6%）
美国烟草公司由J.B.杜克于1890年整合多家美国烟草制造商合并创立，1896年成为道琼斯工业平均指数最初的12支成分股之一。该公司收购了好彩公司及超过200家竞争对手，一度垄断美国烟草行业。1907年美国联邦政府发起反垄断诉讼，最终将该公司分拆为多家企业。
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。
AMWL vs CLFD — 直观对比
营收规模更大
AMWL
是对方的1.6倍
$34.3M
营收增速更快
CLFD
高出18.9%
-22.1%
净利率更高
CLFD
高出43.3%
-45.1%
自由现金流更多
CLFD
多$14.9M
$-17.4M
两年增速更快
CLFD
近两年复合增速
-3.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $55.3M | $34.3M |
| 净利润 | $-24.9M | $-614.0K |
| 毛利率 | — | 33.2% |
| 营业利润率 | -45.5% | -5.3% |
| 净利率 | -45.1% | -1.8% |
| 营收同比 | -22.1% | -3.2% |
| 净利润同比 | 41.6% | 67.8% |
| 每股收益（稀释后） | $-1.53 | $-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AMWLCLFD
| Q4 25 | $55.3M | $34.3M | ||
| Q3 25 | $56.3M | $23.4M | ||
| Q2 25 | $70.9M | $49.9M | ||
| Q1 25 | $66.8M | $47.2M | ||
| Q4 24 | $71.0M | $29.7M | ||
| Q3 24 | $61.0M | $5.6M | ||
| Q2 24 | $62.8M | $48.8M | ||
| Q1 24 | $59.5M | $36.9M |
净利润AMWLCLFD
| Q4 25 | $-24.9M | $-614.0K | ||
| Q3 25 | $-32.4M | $-9.1M | ||
| Q2 25 | $-19.7M | $1.6M | ||
| Q1 25 | $-18.7M | $1.3M | ||
| Q4 24 | $-42.7M | $-1.9M | ||
| Q3 24 | $-43.5M | — | ||
| Q2 24 | $-49.9M | $-447.0K | ||
| Q1 24 | $-72.1M | $-5.9M |
毛利率AMWLCLFD
| Q4 25 | — | 33.2% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | 30.5% | ||
| Q1 25 | — | 30.1% | ||
| Q4 24 | — | 29.2% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 21.9% | ||
| Q1 24 | — | 7.7% |
营业利润率AMWLCLFD
| Q4 25 | -45.5% | -5.3% | ||
| Q3 25 | -52.1% | 10.3% | ||
| Q2 25 | -28.7% | 3.0% | ||
| Q1 25 | -45.5% | 0.6% | ||
| Q4 24 | -60.2% | -6.9% | ||
| Q3 24 | -77.6% | — | ||
| Q2 24 | -83.4% | -4.7% | ||
| Q1 24 | -126.1% | -26.4% |
净利率AMWLCLFD
| Q4 25 | -45.1% | -1.8% | ||
| Q3 25 | -57.5% | -38.8% | ||
| Q2 25 | -27.8% | 3.2% | ||
| Q1 25 | -28.0% | 2.8% | ||
| Q4 24 | -60.1% | -6.4% | ||
| Q3 24 | -71.2% | — | ||
| Q2 24 | -79.5% | -0.9% | ||
| Q1 24 | -121.1% | -16.0% |
每股收益（稀释后）AMWLCLFD
| Q4 25 | $-1.53 | $-0.04 | ||
| Q3 25 | $-2.00 | $-0.65 | ||
| Q2 25 | $-1.24 | $0.11 | ||
| Q1 25 | $-1.19 | $0.09 | ||
| Q4 24 | $-2.71 | $-0.13 | ||
| Q3 24 | $-2.87 | — | ||
| Q2 24 | $-3.36 | $-0.04 | ||
| Q1 24 | $-4.94 | $-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 | $182.3M | $96.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $235.6M | $249.7M |
| 总资产 | $323.8M | $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AMWLCLFD
| Q4 25 | $182.3M | $96.4M | ||
| Q3 25 | $200.9M | $106.0M | ||
| Q2 25 | $219.1M | $117.2M | ||
| Q1 25 | $222.4M | $112.0M | ||
| Q4 24 | $228.3M | $113.0M | ||
| Q3 24 | $244.6M | $129.0M | ||
| Q2 24 | $276.9M | $123.8M | ||
| Q1 24 | $308.6M | $142.9M |
总债务AMWLCLFD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $2.2M | ||
| Q2 24 | — | $2.1M | ||
| Q1 24 | — | — |
股东权益AMWLCLFD
| Q4 25 | $235.6M | $249.7M | ||
| Q3 25 | $254.9M | $256.2M | ||
| Q2 25 | $282.6M | $264.5M | ||
| Q1 25 | $294.0M | $265.9M | ||
| Q4 24 | $304.8M | $267.4M | ||
| Q3 24 | $336.7M | $275.8M | ||
| Q2 24 | $363.9M | $274.6M | ||
| Q1 24 | $408.7M | $279.2M |
总资产AMWLCLFD
| Q4 25 | $323.8M | $268.1M | ||
| Q3 25 | $359.4M | $306.2M | ||
| Q2 25 | $388.7M | $314.7M | ||
| Q1 25 | $419.5M | $310.9M | ||
| Q4 24 | $436.0M | $303.2M | ||
| Q3 24 | $483.0M | $315.3M | ||
| Q2 24 | $507.8M | $318.1M | ||
| Q1 24 | $548.4M | $315.4M |
负债/权益比AMWLCLFD
| 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 | $-17.4M | $-1.4M |
| 自由现金流经营现金流 - 资本支出 | $-17.4M | $-2.4M |
| 自由现金流率自由现金流/营收 | -31.4% | -7.1% |
| 资本支出强度资本支出/营收 | 0.0% | 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 | — | — |
8季度趋势，按日历期对齐
经营现金流AMWLCLFD
| Q4 25 | $-17.4M | $-1.4M | ||
| Q3 25 | $-18.8M | — | ||
| Q2 25 | $-4.7M | $7.9M | ||
| Q1 25 | $-25.1M | $3.0M | ||
| Q4 24 | $-13.4M | $7.2M | ||
| Q3 24 | $-32.4M | $22.2M | ||
| Q2 24 | $-21.8M | $4.0M | ||
| Q1 24 | $-59.8M | $-5.7M |
自由现金流AMWLCLFD
| Q4 25 | $-17.4M | $-2.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $7.5M | ||
| Q1 25 | $-25.1M | $654.0K | ||
| Q4 24 | $-13.4M | $5.1M | ||
| Q3 24 | $-32.4M | $18.2M | ||
| Q2 24 | $-21.8M | $2.8M | ||
| Q1 24 | $-59.8M | $-7.7M |
自由现金流率AMWLCLFD
| Q4 25 | -31.4% | -7.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 15.1% | ||
| Q1 25 | -37.6% | 1.4% | ||
| Q4 24 | -18.9% | 17.1% | ||
| Q3 24 | -53.0% | 323.0% | ||
| Q2 24 | -34.7% | 5.8% | ||
| Q1 24 | -100.5% | -20.8% |
资本支出强度AMWLCLFD
| Q4 25 | 0.0% | 2.9% | ||
| Q3 25 | 0.0% | 2.0% | ||
| Q2 25 | 0.0% | 0.8% | ||
| Q1 25 | 0.0% | 5.1% | ||
| Q4 24 | 0.0% | 7.0% | ||
| Q3 24 | 0.0% | 71.4% | ||
| Q2 24 | 0.0% | 2.5% | ||
| Q1 24 | 0.1% | 5.3% |
现金转化率AMWLCLFD
| 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
AMWL
| Platform Subscription | $28.8M | 52% |
| Visits | $23.7M | 43% |
| Others | $2.8M | 5% |
CLFD
暂无分部数据
