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AeroVironment Inc（AVAV）与科睿唯安（CLVT）财务数据对比。点击上方公司名可切换其他公司
科睿唯安的季度营收约是AeroVironment Inc的1.2倍（$585.5M vs $472.5M），AeroVironment Inc净利率更高（-3.6% vs -6.9%，领先3.2%），AeroVironment Inc同比增速更快（181.9% vs -1.4%），科睿唯安自由现金流更多（$78.9M vs $-55.9M），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs -5.1%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
科睿唯安是一家英美合资的上市分析服务企业，主要提供订阅制信息服务，覆盖文献计量、科学计量、商业与市场情报领域，同时为医药、生物科技行业提供专利、监管合规相关的竞争分析，也提供商标保护、域名与品牌保护服务，旗下Web of Science产品系列还负责计算学术期刊的影响因子。
AVAV vs CLVT — 直观对比
营收规模更大
CLVT
是对方的1.2倍
$472.5M
营收增速更快
AVAV
高出183.2%
-1.4%
净利率更高
AVAV
高出3.2%
-6.9%
自由现金流更多
CLVT
多$134.8M
$-55.9M
两年增速更快
AVAV
近两年复合增速
-5.1%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $585.5M |
| 净利润 | $-17.1M | $-40.2M |
| 毛利率 | 22.0% | 67.2% |
| 营业利润率 | -6.4% | 5.2% |
| 净利率 | -3.6% | -6.9% |
| 营收同比 | 181.9% | -1.4% |
| 净利润同比 | -875.1% | 61.3% |
| 每股收益（稀释后） | $-0.34 | $-0.06 |
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AVAVCLVT
| Q1 26 | — | $585.5M | ||
| Q4 25 | $472.5M | $617.0M | ||
| Q3 25 | $454.7M | $623.1M | ||
| Q2 25 | $275.1M | $621.4M | ||
| Q1 25 | $167.6M | $593.7M | ||
| Q4 24 | $188.5M | $663.0M | ||
| Q3 24 | $189.5M | $622.2M | ||
| Q2 24 | $197.0M | $650.3M |
净利润AVAVCLVT
| Q1 26 | — | $-40.2M | ||
| Q4 25 | $-17.1M | $3.1M | ||
| Q3 25 | $-67.4M | $-28.3M | ||
| Q2 25 | $16.7M | $-72.0M | ||
| Q1 25 | $-1.8M | $-103.9M | ||
| Q4 24 | $7.5M | $-191.8M | ||
| Q3 24 | $21.2M | $-65.6M | ||
| Q2 24 | $6.0M | $-304.3M |
毛利率AVAVCLVT
| Q1 26 | — | 67.2% | ||
| Q4 25 | 22.0% | 66.8% | ||
| Q3 25 | 20.9% | 65.0% | ||
| Q2 25 | 36.5% | 67.2% | ||
| Q1 25 | 37.7% | 65.1% | ||
| Q4 24 | 39.1% | 65.7% | ||
| Q3 24 | 43.0% | 66.2% | ||
| Q2 24 | 38.4% | 67.2% |
营业利润率AVAVCLVT
| Q1 26 | — | 5.2% | ||
| Q4 25 | -6.4% | 6.7% | ||
| Q3 25 | -15.2% | 7.1% | ||
| Q2 25 | 5.0% | 1.1% | ||
| Q1 25 | -1.8% | -3.5% | ||
| Q4 24 | 3.7% | -9.4% | ||
| Q3 24 | 12.2% | 3.5% | ||
| Q2 24 | 3.0% | -36.9% |
净利率AVAVCLVT
| Q1 26 | — | -6.9% | ||
| Q4 25 | -3.6% | 0.5% | ||
| Q3 25 | -14.8% | -4.5% | ||
| Q2 25 | 6.1% | -11.6% | ||
| Q1 25 | -1.0% | -17.5% | ||
| Q4 24 | 4.0% | -28.9% | ||
| Q3 24 | 11.2% | -10.5% | ||
| Q2 24 | 3.1% | -46.8% |
每股收益（稀释后）AVAVCLVT
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $-0.34 | $0.00 | ||
| Q3 25 | $-1.44 | $-0.04 | ||
| Q2 25 | $0.59 | $-0.11 | ||
| Q1 25 | $-0.06 | $-0.15 | ||
| Q4 24 | $0.27 | $-0.27 | ||
| Q3 24 | $0.75 | $-0.09 | ||
| Q2 24 | $0.18 | $-0.46 |
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 | $588.5M | — |
| 总债务越低越好 | $747.5M | $4.3B |
| 股东权益账面价值 | $4.4B | $4.8B |
| 总资产 | $5.6B | $10.9B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.89× |
8季度趋势，按日历期对齐
现金及短期投资AVAVCLVT
| Q1 26 | — | — | ||
| Q4 25 | $588.5M | $329.2M | ||
| Q3 25 | $685.8M | $318.7M | ||
| Q2 25 | $40.9M | $362.6M | ||
| Q1 25 | $47.0M | $354.0M | ||
| Q4 24 | $69.0M | $295.2M | ||
| Q3 24 | $81.2M | $388.5M | ||
| Q2 24 | $73.3M | $376.4M |
总债务AVAVCLVT
| Q1 26 | — | $4.3B | ||
| Q4 25 | $747.5M | $4.3B | ||
| Q3 25 | $747.5M | $4.4B | ||
| Q2 25 | $30.0M | $4.5B | ||
| Q1 25 | $25.0M | $4.5B | ||
| Q4 24 | $15.0M | $4.5B | ||
| Q3 24 | $17.5M | $4.6B | ||
| Q2 24 | $28.0M | $4.6B |
股东权益AVAVCLVT
| Q1 26 | — | $4.8B | ||
| Q4 25 | $4.4B | $4.8B | ||
| Q3 25 | $4.4B | $4.9B | ||
| Q2 25 | $886.5M | $5.0B | ||
| Q1 25 | $861.1M | $5.0B | ||
| Q4 24 | $858.4M | $5.1B | ||
| Q3 24 | $845.5M | $5.5B | ||
| Q2 24 | $822.7M | $5.6B |
总资产AVAVCLVT
| Q1 26 | — | $10.9B | ||
| Q4 25 | $5.6B | $11.1B | ||
| Q3 25 | $5.6B | $11.2B | ||
| Q2 25 | $1.1B | $11.4B | ||
| Q1 25 | $1.0B | $11.5B | ||
| Q4 24 | $1.0B | $11.5B | ||
| Q3 24 | $999.2M | $12.0B | ||
| Q2 24 | $1.0B | $12.1B |
负债/权益比AVAVCLVT
| Q1 26 | — | 0.89× | ||
| Q4 25 | 0.17× | 0.89× | ||
| Q3 25 | 0.17× | 0.90× | ||
| Q2 25 | 0.03× | 0.90× | ||
| Q1 25 | 0.03× | 0.90× | ||
| Q4 24 | 0.02× | 0.88× | ||
| Q3 24 | 0.02× | 0.84× | ||
| Q2 24 | 0.03× | 0.83× |
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 | $-45.1M | $134.7M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | $78.9M |
| 自由现金流率自由现金流/营收 | -11.8% | 13.5% |
| 资本支出强度资本支出/营收 | 2.3% | 9.5% |
| 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 | $-240.7M | $333.9M |
8季度趋势，按日历期对齐
经营现金流AVAVCLVT
| Q1 26 | — | $134.7M | ||
| Q4 25 | $-45.1M | $159.9M | ||
| Q3 25 | $-123.7M | $181.1M | ||
| Q2 25 | $-264.0K | $116.3M | ||
| Q1 25 | $-25.8M | $171.2M | ||
| Q4 24 | $-3.6M | $141.3M | ||
| Q3 24 | $28.4M | $202.9M | ||
| Q2 24 | $-11.7M | $126.2M |
自由现金流AVAVCLVT
| Q1 26 | — | $78.9M | ||
| Q4 25 | $-55.9M | $89.2M | ||
| Q3 25 | $-146.5M | $115.5M | ||
| Q2 25 | $-8.8M | $50.3M | ||
| Q1 25 | $-29.6M | $110.3M | ||
| Q4 24 | $-8.7M | $59.1M | ||
| Q3 24 | $22.9M | $126.3M | ||
| Q2 24 | $-20.8M | $60.3M |
自由现金流率AVAVCLVT
| Q1 26 | — | 13.5% | ||
| Q4 25 | -11.8% | 14.5% | ||
| Q3 25 | -32.2% | 18.5% | ||
| Q2 25 | -3.2% | 8.1% | ||
| Q1 25 | -17.7% | 18.6% | ||
| Q4 24 | -4.6% | 8.9% | ||
| Q3 24 | 12.1% | 20.3% | ||
| Q2 24 | -10.5% | 9.3% |
资本支出强度AVAVCLVT
| Q1 26 | — | 9.5% | ||
| Q4 25 | 2.3% | 11.5% | ||
| Q3 25 | 5.0% | 10.5% | ||
| Q2 25 | 3.1% | 10.6% | ||
| Q1 25 | 2.3% | 10.3% | ||
| Q4 24 | 2.7% | 12.4% | ||
| Q3 24 | 2.9% | 12.3% | ||
| Q2 24 | 4.6% | 10.1% |
现金转化率AVAVCLVT
| Q1 26 | — | — | ||
| Q4 25 | — | 51.58× | ||
| Q3 25 | — | — | ||
| Q2 25 | -0.02× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.48× | — | ||
| Q3 24 | 1.34× | — | ||
| Q2 24 | -1.93× | — |
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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
