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ACUITY INC. (DE)（AYI）与CoreWeave, Inc.（CRWV）财务数据对比。点击上方公司名可切换其他公司
CoreWeave, Inc.的季度营收约是ACUITY INC. (DE)的1.4倍（$1.6B vs $1.1B），ACUITY INC. (DE)净利率更高（10.5% vs -28.7%，领先39.3%），ACUITY INC. (DE)自由现金流更多（$114.8M vs $-2.5B）
Squarespace是总部位于美国纽约的网站搭建与托管服务商，以SaaS模式提供一站式网站建设及托管服务，用户可借助平台预置的模板和拖拽式组件，无需专业代码能力即可快速创建、调整网页内容。
CoreWeave是总部位于美国新泽西州利文斯顿的人工智能云计算企业，专注为AI开发者及各行业企业客户提供云侧图形处理器（GPU）算力基础设施，同时自主研发芯片管理相关软件。
AYI vs CRWV — 直观对比
营收规模更大
CRWV
是对方的1.4倍
$1.1B
净利率更高
AYI
高出39.3%
-28.7%
自由现金流更多
AYI
多$2.6B
$-2.5B
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.6B |
| 净利润 | $120.5M | $-451.7M |
| 毛利率 | 48.4% | 67.6% |
| 营业利润率 | 14.0% | -5.7% |
| 净利率 | 10.5% | -28.7% |
| 营收同比 | 20.2% | — |
| 净利润同比 | 12.9% | — |
| 每股收益（稀释后） | $3.82 | $-0.50 |
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AYICRWV
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.0B | $981.6M | ||
| Q4 24 | $951.6M | — | ||
| Q3 24 | $1.0B | $583.9M | ||
| Q2 24 | $968.1M | $395.4M | ||
| Q1 24 | $905.9M | — |
净利润AYICRWV
| Q4 25 | $120.5M | $-451.7M | ||
| Q3 25 | $114.0M | $-110.1M | ||
| Q2 25 | $98.4M | $-290.5M | ||
| Q1 25 | $77.5M | $-314.6M | ||
| Q4 24 | $106.7M | — | ||
| Q3 24 | $118.9M | $-359.8M | ||
| Q2 24 | $113.9M | $-323.0M | ||
| Q1 24 | $89.2M | — |
毛利率AYICRWV
| Q4 25 | 48.4% | 67.6% | ||
| Q3 25 | 48.9% | 73.0% | ||
| Q2 25 | 48.4% | 74.2% | ||
| Q1 25 | 46.5% | 73.3% | ||
| Q4 24 | 47.2% | — | ||
| Q3 24 | 47.3% | 75.5% | ||
| Q2 24 | 46.7% | 72.5% | ||
| Q1 24 | 45.5% | — |
营业利润率AYICRWV
| Q4 25 | 14.0% | -5.7% | ||
| Q3 25 | 14.9% | 3.8% | ||
| Q2 25 | 11.9% | 1.6% | ||
| Q1 25 | 11.0% | -2.8% | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 15.2% | 20.1% | ||
| Q2 24 | 15.0% | 19.7% | ||
| Q1 24 | 13.0% | — |
净利率AYICRWV
| Q4 25 | 10.5% | -28.7% | ||
| Q3 25 | 9.4% | -8.1% | ||
| Q2 25 | 8.3% | -24.0% | ||
| Q1 25 | 7.7% | -32.1% | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 11.5% | -61.6% | ||
| Q2 24 | 11.8% | -81.7% | ||
| Q1 24 | 9.8% | — |
每股收益（稀释后）AYICRWV
| Q4 25 | $3.82 | $-0.50 | ||
| Q3 25 | $3.61 | $-0.22 | ||
| Q2 25 | $3.12 | $-0.60 | ||
| Q1 25 | $2.45 | $-1.49 | ||
| Q4 24 | $3.35 | — | ||
| Q3 24 | $3.77 | $-1.82 | ||
| Q2 24 | $3.62 | $-1.62 | ||
| Q1 24 | $2.84 | — |
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 | $376.1M | $3.2B |
| 总债务越低越好 | — | $21.4B |
| 股东权益账面价值 | $2.8B | $3.3B |
| 总资产 | $4.7B | $49.3B |
| 负债/权益比越低杠杆越低 | — | 6.41× |
8季度趋势，按日历期对齐
现金及短期投资AYICRWV
| Q4 25 | $376.1M | $3.2B | ||
| Q3 25 | $422.5M | $1.9B | ||
| Q2 25 | $371.8M | $1.2B | ||
| Q1 25 | $397.9M | $1.3B | ||
| Q4 24 | $935.6M | — | ||
| Q3 24 | $845.8M | $1.4B | ||
| Q2 24 | $699.0M | $1.0B | ||
| Q1 24 | $578.9M | — |
总债务AYICRWV
| Q4 25 | — | $21.4B | ||
| Q3 25 | — | $14.0B | ||
| Q2 25 | — | $11.1B | ||
| Q1 25 | — | $8.7B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AYICRWV
| Q4 25 | $2.8B | $3.3B | ||
| Q3 25 | $2.7B | $3.9B | ||
| Q2 25 | $2.6B | $2.7B | ||
| Q1 25 | $2.5B | $1.9B | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.4B | $-344.0M | ||
| Q2 24 | $2.3B | $-1.0B | ||
| Q1 24 | $2.1B | — |
总资产AYICRWV
| Q4 25 | $4.7B | $49.3B | ||
| Q3 25 | $4.8B | $32.9B | ||
| Q2 25 | $4.6B | $26.2B | ||
| Q1 25 | $4.6B | $21.9B | ||
| Q4 24 | $3.9B | — | ||
| Q3 24 | $3.8B | — | ||
| Q2 24 | $3.6B | — | ||
| Q1 24 | $3.5B | — |
负债/权益比AYICRWV
| Q4 25 | — | 6.41× | ||
| Q3 25 | — | 3.62× | ||
| Q2 25 | — | 4.16× | ||
| Q1 25 | — | 4.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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 | $140.8M | $1.6B |
| 自由现金流经营现金流 - 资本支出 | $114.8M | $-2.5B |
| 自由现金流率自由现金流/营收 | 10.0% | -159.1% |
| 资本支出强度资本支出/营收 | 2.3% | 258.3% |
| 现金转化率经营现金流/净利润 | 1.17× | — |
| 过去12个月自由现金流最近4个季度 | $534.5M | $-7.3B |
8季度趋势，按日历期对齐
经营现金流AYICRWV
| Q4 25 | $140.8M | $1.6B | ||
| Q3 25 | $202.5M | $1.7B | ||
| Q2 25 | $207.3M | $-251.3M | ||
| Q1 25 | $59.4M | $61.2M | ||
| Q4 24 | $132.2M | — | ||
| Q3 24 | $174.1M | — | ||
| Q2 24 | $152.5M | — | ||
| Q1 24 | $102.6M | — |
自由现金流AYICRWV
| Q4 25 | $114.8M | $-2.5B | ||
| Q3 25 | $177.7M | $-699.8M | ||
| Q2 25 | $192.3M | $-2.7B | ||
| Q1 25 | $49.7M | $-1.3B | ||
| Q4 24 | $113.3M | — | ||
| Q3 24 | $151.1M | — | ||
| Q2 24 | $140.5M | — | ||
| Q1 24 | $88.2M | — |
自由现金流率AYICRWV
| Q4 25 | 10.0% | -159.1% | ||
| Q3 25 | 14.7% | -51.3% | ||
| Q2 25 | 16.3% | -223.0% | ||
| Q1 25 | 4.9% | -137.1% | ||
| Q4 24 | 11.9% | — | ||
| Q3 24 | 14.6% | — | ||
| Q2 24 | 14.5% | — | ||
| Q1 24 | 9.7% | — |
资本支出强度AYICRWV
| Q4 25 | 2.3% | 258.3% | ||
| Q3 25 | 2.1% | 175.1% | ||
| Q2 25 | 1.3% | 202.3% | ||
| Q1 25 | 1.0% | 143.4% | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 1.2% | — | ||
| Q1 24 | 1.6% | — |
现金转化率AYICRWV
| Q4 25 | 1.17× | — | ||
| Q3 25 | 1.78× | — | ||
| Q2 25 | 2.11× | — | ||
| Q1 25 | 0.77× | — | ||
| Q4 24 | 1.24× | — | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.34× | — | ||
| Q1 24 | 1.15× | — |
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
AYI
| Sales Channel Through Independent Sales Network | $616.7M | 54% |
| Acuity Intelligent Spaces | $248.1M | 22% |
| QSCLLC | $95.1M | 8% |
| Sales Channel Through Direct Sales Network | $70.6M | 6% |
| Sales Channel Through Original Equipment Manufacturer And Other | $49.1M | 4% |
| Sales Channel Through Corporate Accounts Network | $40.7M | 4% |
| Sales Channel Through Retail | $40.3M | 4% |
CRWV
| US | $1.4B | 92% |
| Non Us | $129.3M | 8% |
