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Armour Residential REIT, Inc.（ARR）与Clearfield, Inc.（CLFD）财务数据对比。点击上方公司名可切换其他公司
Armour Residential REIT, Inc.的季度营收约是Clearfield, Inc.的1.5倍（$50.4M vs $34.3M），Armour Residential REIT, Inc.净利率更高（420.2% vs -1.8%，领先422.0%），Armour Residential REIT, Inc.同比增速更快（297.9% vs -3.2%），过去两年Armour Residential REIT, Inc.的营收复合增速更高（108.0% vs -3.5%）
Armour Residential REIT, Inc.是一家总部位于美国的房地产投资信托企业，主要投资由美国政府支持机构担保的机构级住宅抵押贷款支持证券，通过专业资产管理和风险管控为股东创造长期稳定的净收益。
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。
ARR vs CLFD — 直观对比
营收规模更大
ARR
是对方的1.5倍
$34.3M
营收增速更快
ARR
高出301.1%
-3.2%
净利率更高
ARR
高出422.0%
-1.8%
两年增速更快
ARR
近两年复合增速
-3.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $50.4M | $34.3M |
| 净利润 | $211.7M | $-614.0K |
| 毛利率 | — | 33.2% |
| 营业利润率 | — | -5.3% |
| 净利率 | 420.2% | -1.8% |
| 营收同比 | 297.9% | -3.2% |
| 净利润同比 | 555.9% | 67.8% |
| 每股收益（稀释后） | $2.43 | $-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ARRCLFD
| Q4 25 | $50.4M | $34.3M | ||
| Q3 25 | $38.5M | $23.4M | ||
| Q2 25 | $33.1M | $49.9M | ||
| Q1 25 | $36.3M | $47.2M | ||
| Q4 24 | $12.7M | $29.7M | ||
| Q3 24 | — | $5.6M | ||
| Q2 24 | $7.0M | $48.8M | ||
| Q1 24 | — | $36.9M |
净利润ARRCLFD
| Q4 25 | $211.7M | $-614.0K | ||
| Q3 25 | $159.3M | $-9.1M | ||
| Q2 25 | $-75.6M | $1.6M | ||
| Q1 25 | $27.3M | $1.3M | ||
| Q4 24 | $-46.4M | $-1.9M | ||
| Q3 24 | — | — | ||
| Q2 24 | $-48.4M | $-447.0K | ||
| Q1 24 | — | $-5.9M |
毛利率ARRCLFD
| 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ARRCLFD
| Q4 25 | — | -5.3% | ||
| Q3 25 | — | 10.3% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | -6.9% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -4.7% | ||
| Q1 24 | — | -26.4% |
净利率ARRCLFD
| Q4 25 | 420.2% | -1.8% | ||
| Q3 25 | 413.5% | -38.8% | ||
| Q2 25 | -228.4% | 3.2% | ||
| Q1 25 | 75.2% | 2.8% | ||
| Q4 24 | -366.8% | -6.4% | ||
| Q3 24 | — | — | ||
| Q2 24 | -693.8% | -0.9% | ||
| Q1 24 | — | -16.0% |
每股收益（稀释后）ARRCLFD
| Q4 25 | $2.43 | $-0.04 | ||
| Q3 25 | $1.49 | $-0.65 | ||
| Q2 25 | $-0.94 | $0.11 | ||
| Q1 25 | $0.32 | $0.09 | ||
| Q4 24 | $-0.91 | $-0.13 | ||
| Q3 24 | — | — | ||
| Q2 24 | $-1.05 | $-0.04 | ||
| Q1 24 | — | $-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 | $63.3M | $96.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.3B | $249.7M |
| 总资产 | $21.0B | $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ARRCLFD
| Q4 25 | $63.3M | $96.4M | ||
| Q3 25 | $44.2M | $106.0M | ||
| Q2 25 | $141.2M | $117.2M | ||
| Q1 25 | $49.1M | $112.0M | ||
| Q4 24 | $68.0M | $113.0M | ||
| Q3 24 | — | $129.0M | ||
| Q2 24 | $126.6M | $123.8M | ||
| Q1 24 | — | $142.9M |
总债务ARRCLFD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $2.2M | ||
| Q2 24 | — | $2.1M | ||
| Q1 24 | — | — |
股东权益ARRCLFD
| Q4 25 | $2.3B | $249.7M | ||
| Q3 25 | $2.1B | $256.2M | ||
| Q2 25 | $1.7B | $264.5M | ||
| Q1 25 | $1.7B | $265.9M | ||
| Q4 24 | $1.4B | $267.4M | ||
| Q3 24 | — | $275.8M | ||
| Q2 24 | $1.2B | $274.6M | ||
| Q1 24 | — | $279.2M |
总资产ARRCLFD
| Q4 25 | $21.0B | $268.1M | ||
| Q3 25 | $19.4B | $306.2M | ||
| Q2 25 | $16.2B | $314.7M | ||
| Q1 25 | $15.5B | $310.9M | ||
| Q4 24 | $13.5B | $303.2M | ||
| Q3 24 | — | $315.3M | ||
| Q2 24 | $10.1B | $318.1M | ||
| Q1 24 | — | $315.4M |
负债/权益比ARRCLFD
| 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 | $124.2M | $-1.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-2.4M |
| 自由现金流率自由现金流/营收 | — | -7.1% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | 0.59× | — |
| 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ARRCLFD
| Q4 25 | $124.2M | $-1.4M | ||
| Q3 25 | $-37.8M | — | ||
| Q2 25 | $25.0M | $7.9M | ||
| Q1 25 | $101.5M | $3.0M | ||
| Q4 24 | $261.5M | $7.2M | ||
| Q3 24 | — | $22.2M | ||
| Q2 24 | $27.1M | $4.0M | ||
| Q1 24 | — | $-5.7M |
自由现金流ARRCLFD
| Q4 25 | — | $-2.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $7.5M | ||
| Q1 25 | — | $654.0K | ||
| Q4 24 | — | $5.1M | ||
| Q3 24 | — | $18.2M | ||
| Q2 24 | — | $2.8M | ||
| Q1 24 | — | $-7.7M |
自由现金流率ARRCLFD
| Q4 25 | — | -7.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 15.1% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | 17.1% | ||
| Q3 24 | — | 323.0% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | -20.8% |
资本支出强度ARRCLFD
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 71.4% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | — | 5.3% |
现金转化率ARRCLFD
| Q4 25 | 0.59× | — | ||
| Q3 25 | -0.24× | — | ||
| Q2 25 | — | 4.93× | ||
| Q1 25 | 3.71× | 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
