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美国运通（AXP）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.的季度营收约是美国运通的1.8倍（$34.3M vs $18.9M），美国运通净利率更高（15.7% vs -1.8%，领先17.5%），美国运通同比增速更快（11.4% vs -3.2%），过去两年Clearfield, Inc.的营收复合增速更高（-3.5% vs -95.6%）
美国运通是全球知名的支付服务提供商，主营签账卡、信用卡产品及旅行相关服务，下设全球消费者服务、全球商业服务、全球商户与网络服务三大业务板块，还提供支付融资、网络服务、应付账款费用管理、旅行生活服务等多元解决方案。
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。
AXP vs CLFD — 直观对比
营收规模更大
CLFD
是对方的1.8倍
$18.9M
营收增速更快
AXP
高出14.6%
-3.2%
净利率更高
AXP
高出17.5%
-1.8%
两年增速更快
CLFD
近两年复合增速
-95.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $18.9M | $34.3M |
| 净利润 | $3.0M | $-614.0K |
| 毛利率 | — | 33.2% |
| 营业利润率 | — | -5.3% |
| 净利率 | 15.7% | -1.8% |
| 营收同比 | 11.4% | -3.2% |
| 净利润同比 | 15.0% | 67.8% |
| 每股收益（稀释后） | — | $-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AXPCLFD
| Q1 26 | $18.9M | — | ||
| Q4 25 | $10.9B | $34.3M | ||
| Q3 25 | $10.4B | $23.4M | ||
| Q2 25 | $10.3B | $49.9M | ||
| Q1 25 | $9.6B | $47.2M | ||
| Q4 24 | $10.0B | $29.7M | ||
| Q3 24 | $9.7B | $5.6M | ||
| Q2 24 | $9.8B | $48.8M |
净利润AXPCLFD
| Q1 26 | $3.0M | — | ||
| Q4 25 | $2.5B | $-614.0K | ||
| Q3 25 | $2.9B | $-9.1M | ||
| Q2 25 | $2.9B | $1.6M | ||
| Q1 25 | $2.6B | $1.3M | ||
| Q4 24 | $2.2B | $-1.9M | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $3.0B | $-447.0K |
毛利率AXPCLFD
| Q1 26 | — | — | ||
| 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% |
营业利润率AXPCLFD
| Q1 26 | — | — | ||
| Q4 25 | 28.2% | -5.3% | ||
| Q3 25 | 36.7% | 10.3% | ||
| Q2 25 | 34.4% | 3.0% | ||
| Q1 25 | 34.6% | 0.6% | ||
| Q4 24 | 27.7% | -6.9% | ||
| Q3 24 | 33.0% | — | ||
| Q2 24 | 38.6% | -4.7% |
净利率AXPCLFD
| Q1 26 | 15.7% | — | ||
| Q4 25 | 22.5% | -1.8% | ||
| Q3 25 | 27.9% | -38.8% | ||
| Q2 25 | 28.0% | 3.2% | ||
| Q1 25 | 26.8% | 2.8% | ||
| Q4 24 | 21.8% | -6.4% | ||
| Q3 24 | 25.8% | — | ||
| Q2 24 | 30.7% | -0.9% |
每股收益（稀释后）AXPCLFD
| Q1 26 | — | — | ||
| Q4 25 | $3.52 | $-0.04 | ||
| Q3 25 | $4.14 | $-0.65 | ||
| Q2 25 | $4.08 | $0.11 | ||
| Q1 25 | $3.64 | $0.09 | ||
| Q4 24 | $3.04 | $-0.13 | ||
| Q3 24 | $3.49 | — | ||
| Q2 24 | $4.15 | $-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 | — | $96.4M |
| 总债务越低越好 | $60.4M | — |
| 股东权益账面价值 | $34.0M | $249.7M |
| 总资产 | $308.9M | $268.1M |
| 负债/权益比越低杠杆越低 | 1.78× | — |
8季度趋势，按日历期对齐
现金及短期投资AXPCLFD
| Q1 26 | — | — | ||
| Q4 25 | $742.0M | $96.4M | ||
| Q3 25 | $1.3B | $106.0M | ||
| Q2 25 | $197.0M | $117.2M | ||
| Q1 25 | $261.0M | $112.0M | ||
| Q4 24 | $221.0M | $113.0M | ||
| Q3 24 | $120.0M | $129.0M | ||
| Q2 24 | $188.0M | $123.8M |
总债务AXPCLFD
| Q1 26 | $60.4M | — | ||
| Q4 25 | $56.4B | — | ||
| Q3 25 | $57.8B | — | ||
| Q2 25 | $58.2B | — | ||
| Q1 25 | $51.2B | — | ||
| Q4 24 | $49.7B | — | ||
| Q3 24 | $53.5B | $2.2M | ||
| Q2 24 | $51.5B | $2.1M |
股东权益AXPCLFD
| Q1 26 | $34.0M | — | ||
| Q4 25 | $33.5B | $249.7M | ||
| Q3 25 | $32.4B | $256.2M | ||
| Q2 25 | $32.3B | $264.5M | ||
| Q1 25 | $31.2B | $265.9M | ||
| Q4 24 | $30.3B | $267.4M | ||
| Q3 24 | $29.7B | $275.8M | ||
| Q2 24 | $29.5B | $274.6M |
总资产AXPCLFD
| Q1 26 | $308.9M | — | ||
| Q4 25 | $300.1B | $268.1M | ||
| Q3 25 | $297.6B | $306.2M | ||
| Q2 25 | $295.6B | $314.7M | ||
| Q1 25 | $282.2B | $310.9M | ||
| Q4 24 | $271.5B | $303.2M | ||
| Q3 24 | $271.0B | $315.3M | ||
| Q2 24 | $272.2B | $318.1M |
负债/权益比AXPCLFD
| Q1 26 | 1.78× | — | ||
| Q4 25 | 1.68× | — | ||
| Q3 25 | 1.78× | — | ||
| Q2 25 | 1.80× | — | ||
| Q1 25 | 1.64× | — | ||
| Q4 24 | 1.64× | — | ||
| Q3 24 | 1.80× | 0.01× | ||
| Q2 24 | 1.74× | 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 | — | $-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 | — | — |
| 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AXPCLFD
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $-1.4M | ||
| Q3 25 | $6.2B | — | ||
| Q2 25 | $4.4B | $7.9M | ||
| Q1 25 | $4.8B | $3.0M | ||
| Q4 24 | $5.8B | $7.2M | ||
| Q3 24 | $-1.8B | $22.2M | ||
| Q2 24 | $4.5B | $4.0M |
自由现金流AXPCLFD
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $-2.4M | ||
| Q3 25 | $5.6B | — | ||
| Q2 25 | $3.7B | $7.5M | ||
| Q1 25 | $4.3B | $654.0K | ||
| Q4 24 | $5.3B | $5.1M | ||
| Q3 24 | $-2.3B | $18.2M | ||
| Q2 24 | $4.0B | $2.8M |
自由现金流率AXPCLFD
| Q1 26 | — | — | ||
| Q4 25 | 21.4% | -7.1% | ||
| Q3 25 | 53.6% | — | ||
| Q2 25 | 36.3% | 15.1% | ||
| Q1 25 | 45.0% | 1.4% | ||
| Q4 24 | 53.1% | 17.1% | ||
| Q3 24 | -23.3% | 323.0% | ||
| Q2 24 | 40.4% | 5.8% |
资本支出强度AXPCLFD
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 2.9% | ||
| Q3 25 | 6.3% | 2.0% | ||
| Q2 25 | 6.0% | 0.8% | ||
| Q1 25 | 4.5% | 5.1% | ||
| Q4 24 | 5.0% | 7.0% | ||
| Q3 24 | 4.7% | 71.4% | ||
| Q2 24 | 5.8% | 2.5% |
现金转化率AXPCLFD
| Q1 26 | — | — | ||
| Q4 25 | 1.25× | — | ||
| Q3 25 | 2.15× | — | ||
| Q2 25 | 1.51× | 4.93× | ||
| Q1 25 | 1.84× | 2.30× | ||
| Q4 24 | 2.66× | — | ||
| Q3 24 | -0.72× | — | ||
| Q2 24 | 1.50× | — |
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
AXP
| Discount revenue | $9.5M | 50% |
| Other | $8.9M | 47% |
| Deposits with banks and other | $512.0K | 3% |
CLFD
暂无分部数据
