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Axogen, Inc.（AXGN）与Clearfield, Inc.（CLFD）财务数据对比。点击上方公司名可切换其他公司
Axogen, Inc.的季度营收约是Clearfield, Inc.的1.8倍（$61.5M vs $34.3M），Clearfield, Inc.净利率更高（-1.8% vs -31.9%，领先30.1%），Axogen, Inc.同比增速更快（26.6% vs -3.2%），Axogen, Inc.自由现金流更多（$-1.4M vs $-2.4M），过去两年Axogen, Inc.的营收复合增速更高（13.3% vs -3.5%）
Axogen总部位于美国佛罗里达州阿拉楚阿，是外科解决方案提供商，专注开发周围神经损伤修复相关产品，涵盖人体组织移植物、神经连接器、软组织膜等，旗下AVANCE细胞移植技术可模拟人体神经结构，临床数据显示其产品帮助87%的周围神经损伤患者实现感觉与运动功能恢复，2013年完成1800万美元首次公开募股。
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。
AXGN vs CLFD — 直观对比
营收规模更大
AXGN
是对方的1.8倍
$34.3M
营收增速更快
AXGN
高出29.8%
-3.2%
净利率更高
CLFD
高出30.1%
-31.9%
自由现金流更多
AXGN
多$1.0M
$-2.4M
两年增速更快
AXGN
近两年复合增速
-3.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $61.5M | $34.3M |
| 净利润 | $-19.6M | $-614.0K |
| 毛利率 | 75.2% | 33.2% |
| 营业利润率 | 20.2% | -5.3% |
| 净利率 | -31.9% | -1.8% |
| 营收同比 | 26.6% | -3.2% |
| 净利润同比 | -410.8% | 67.8% |
| 每股收益（稀释后） | $-0.38 | $-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AXGNCLFD
| Q1 26 | $61.5M | — | ||
| Q4 25 | $59.9M | $34.3M | ||
| Q3 25 | $60.1M | $23.4M | ||
| Q2 25 | $56.7M | $49.9M | ||
| Q1 25 | $48.6M | $47.2M | ||
| Q4 24 | $49.4M | $29.7M | ||
| Q3 24 | $48.6M | $5.6M | ||
| Q2 24 | $47.9M | $48.8M |
净利润AXGNCLFD
| Q1 26 | $-19.6M | — | ||
| Q4 25 | $-13.2M | $-614.0K | ||
| Q3 25 | $708.0K | $-9.1M | ||
| Q2 25 | $579.0K | $1.6M | ||
| Q1 25 | $-3.8M | $1.3M | ||
| Q4 24 | $450.0K | $-1.9M | ||
| Q3 24 | $-1.9M | — | ||
| Q2 24 | $-1.9M | $-447.0K |
毛利率AXGNCLFD
| Q1 26 | 75.2% | — | ||
| Q4 25 | 74.1% | 33.2% | ||
| Q3 25 | 76.6% | 53.2% | ||
| Q2 25 | 74.2% | 30.5% | ||
| Q1 25 | 71.9% | 30.1% | ||
| Q4 24 | 76.1% | 29.2% | ||
| Q3 24 | 74.9% | — | ||
| Q2 24 | 73.8% | 21.9% |
营业利润率AXGNCLFD
| Q1 26 | 20.2% | — | ||
| Q4 25 | -16.3% | -5.3% | ||
| Q3 25 | 3.2% | 10.3% | ||
| Q2 25 | 3.0% | 3.0% | ||
| Q1 25 | -3.4% | 0.6% | ||
| Q4 24 | 4.1% | -6.9% | ||
| Q3 24 | -0.6% | — | ||
| Q2 24 | -0.9% | -4.7% |
净利率AXGNCLFD
| Q1 26 | -31.9% | — | ||
| Q4 25 | -22.0% | -1.8% | ||
| Q3 25 | 1.2% | -38.8% | ||
| Q2 25 | 1.0% | 3.2% | ||
| Q1 25 | -7.9% | 2.8% | ||
| Q4 24 | 0.9% | -6.4% | ||
| Q3 24 | -3.8% | — | ||
| Q2 24 | -4.0% | -0.9% |
每股收益（稀释后）AXGNCLFD
| Q1 26 | $-0.38 | — | ||
| Q4 25 | $-0.28 | $-0.04 | ||
| Q3 25 | $0.01 | $-0.65 | ||
| Q2 25 | $0.01 | $0.11 | ||
| Q1 25 | $-0.08 | $0.09 | ||
| Q4 24 | $-0.00 | $-0.13 | ||
| Q3 24 | $-0.04 | — | ||
| Q2 24 | $-0.04 | $-0.04 |
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 | $82.7M | $96.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $244.8M | $249.7M |
| 总资产 | $289.5M | $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AXGNCLFD
| Q1 26 | $82.7M | — | ||
| Q4 25 | $41.5M | $96.4M | ||
| Q3 25 | $35.8M | $106.0M | ||
| Q2 25 | $29.9M | $117.2M | ||
| Q1 25 | $22.1M | $112.0M | ||
| Q4 24 | $33.5M | $113.0M | ||
| Q3 24 | $24.5M | $129.0M | ||
| Q2 24 | $21.1M | $123.8M |
总债务AXGNCLFD
| Q1 26 | — | — | ||
| Q4 25 | $48.4M | — | ||
| Q3 25 | $48.2M | — | ||
| Q2 25 | $47.9M | — | ||
| Q1 25 | $47.7M | — | ||
| Q4 24 | $47.5M | — | ||
| Q3 24 | $47.3M | $2.2M | ||
| Q2 24 | $47.0M | $2.1M |
股东权益AXGNCLFD
| Q1 26 | $244.8M | — | ||
| Q4 25 | $128.8M | $249.7M | ||
| Q3 25 | $120.8M | $256.2M | ||
| Q2 25 | $112.3M | $264.5M | ||
| Q1 25 | $105.4M | $265.9M | ||
| Q4 24 | $103.9M | $267.4M | ||
| Q3 24 | $99.4M | $275.8M | ||
| Q2 24 | $95.7M | $274.6M |
总资产AXGNCLFD
| Q1 26 | $289.5M | — | ||
| Q4 25 | $221.7M | $268.1M | ||
| Q3 25 | $216.4M | $306.2M | ||
| Q2 25 | $205.5M | $314.7M | ||
| Q1 25 | $196.2M | $310.9M | ||
| Q4 24 | $203.7M | $303.2M | ||
| Q3 24 | $192.0M | $315.3M | ||
| Q2 24 | $188.9M | $318.1M |
负债/权益比AXGNCLFD
| Q1 26 | — | — | ||
| Q4 25 | 0.38× | — | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.43× | — | ||
| Q1 25 | 0.45× | — | ||
| Q4 24 | 0.46× | — | ||
| Q3 24 | 0.48× | 0.01× | ||
| Q2 24 | 0.49× | 0.01× |
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 | — | $-1.4M |
| 自由现金流经营现金流 - 资本支出 | $-1.4M | $-2.4M |
| 自由现金流率自由现金流/营收 | -2.3% | -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 | — | — |
| 过去12个月自由现金流最近4个季度 | $9.1M | — |
8季度趋势，按日历期对齐
经营现金流AXGNCLFD
| Q1 26 | — | — | ||
| Q4 25 | $3.0M | $-1.4M | ||
| Q3 25 | $3.2M | — | ||
| Q2 25 | $7.7M | $7.9M | ||
| Q1 25 | $-13.2M | $3.0M | ||
| Q4 24 | $8.7M | $7.2M | ||
| Q3 24 | $3.9M | $22.2M | ||
| Q2 24 | $4.2M | $4.0M |
自由现金流AXGNCLFD
| Q1 26 | $-1.4M | — | ||
| Q4 25 | $1.8M | $-2.4M | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | $7.0M | $7.5M | ||
| Q1 25 | $-13.4M | $654.0K | ||
| Q4 24 | $8.1M | $5.1M | ||
| Q3 24 | $3.3M | $18.2M | ||
| Q2 24 | $3.3M | $2.8M |
自由现金流率AXGNCLFD
| Q1 26 | -2.3% | — | ||
| Q4 25 | 3.0% | -7.1% | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 12.4% | 15.1% | ||
| Q1 25 | -27.7% | 1.4% | ||
| Q4 24 | 16.3% | 17.1% | ||
| Q3 24 | 6.8% | 323.0% | ||
| Q2 24 | 6.8% | 5.8% |
资本支出强度AXGNCLFD
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 2.9% | ||
| Q3 25 | 2.5% | 2.0% | ||
| Q2 25 | 1.3% | 0.8% | ||
| Q1 25 | 0.5% | 5.1% | ||
| Q4 24 | 1.4% | 7.0% | ||
| Q3 24 | 1.2% | 71.4% | ||
| Q2 24 | 1.9% | 2.5% |
现金转化率AXGNCLFD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 4.55× | — | ||
| Q2 25 | 13.35× | 4.93× | ||
| Q1 25 | — | 2.30× | ||
| Q4 24 | 19.41× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
