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布鲁克（BRKR）与Cloudflare, Inc.（NET）财务数据对比。点击上方公司名可切换其他公司
布鲁克的季度营收约是Cloudflare, Inc.的1.6倍（$977.2M vs $614.5M），布鲁克净利率更高（2.7% vs -2.0%，领先4.6%），Cloudflare, Inc.同比增速更快（33.6% vs -0.2%），布鲁克自由现金流更多（$207.2M vs $105.2M），过去两年Cloudflare, Inc.的营收复合增速更高（27.4% vs 16.4%）
布鲁克公司是美国科学仪器制造商，总部位于马萨诸塞州比勒里卡，为公开上市企业。公司产品服务于分子与材料研究、工业及应用分析领域，旗下设有布鲁克科学仪器、布鲁克能源与超导技术（BEST）两大业务板块。
Cloudflare是总部位于美国加利福尼亚州旧金山的科技企业，提供内容分发网络（CDN）、云网络安全、DDoS防护等多元互联网服务，同时是ICANN认证的域名注册商。其服务作为网站访客与客户托管服务商之间的反向代理，可有效提升访问性能，抵御恶意流量。
BRKR vs NET — 直观对比
营收规模更大
BRKR
是对方的1.6倍
$614.5M
营收增速更快
NET
高出33.8%
-0.2%
净利率更高
BRKR
高出4.6%
-2.0%
自由现金流更多
BRKR
多$102.0M
$105.2M
两年增速更快
NET
近两年复合增速
16.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $977.2M | $614.5M |
| 净利润 | $26.0M | $-12.1M |
| 毛利率 | 46.0% | 73.6% |
| 营业利润率 | 7.8% | -8.0% |
| 净利率 | 2.7% | -2.0% |
| 营收同比 | -0.2% | 33.6% |
| 净利润同比 | 89.8% | 6.0% |
| 每股收益（稀释后） | $0.10 | $-0.03 |
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BRKRNET
| Q4 25 | $977.2M | $614.5M | ||
| Q3 25 | $860.5M | $562.0M | ||
| Q2 25 | $797.4M | $512.3M | ||
| Q1 25 | $801.4M | $479.1M | ||
| Q4 24 | $979.6M | $459.9M | ||
| Q3 24 | $864.4M | $430.1M | ||
| Q2 24 | $800.7M | $401.0M | ||
| Q1 24 | $721.7M | $378.6M |
净利润BRKRNET
| Q4 25 | $26.0M | $-12.1M | ||
| Q3 25 | $-59.6M | $-1.3M | ||
| Q2 25 | $7.6M | $-50.4M | ||
| Q1 25 | $17.4M | $-38.5M | ||
| Q4 24 | $13.7M | $-12.8M | ||
| Q3 24 | $40.9M | $-15.3M | ||
| Q2 24 | $7.6M | $-15.1M | ||
| Q1 24 | $50.9M | $-35.5M |
毛利率BRKRNET
| Q4 25 | 46.0% | 73.6% | ||
| Q3 25 | 44.1% | 74.0% | ||
| Q2 25 | 44.9% | 74.9% | ||
| Q1 25 | 48.8% | 75.9% | ||
| Q4 24 | 50.4% | 76.4% | ||
| Q3 24 | 48.4% | 77.7% | ||
| Q2 24 | 48.0% | 77.8% | ||
| Q1 24 | 48.9% | 77.5% |
营业利润率BRKRNET
| Q4 25 | 7.8% | -8.0% | ||
| Q3 25 | -6.0% | -6.7% | ||
| Q2 25 | 1.5% | -13.1% | ||
| Q1 25 | 4.0% | -11.1% | ||
| Q4 24 | 7.4% | -7.5% | ||
| Q3 24 | 7.9% | -7.2% | ||
| Q2 24 | 6.0% | -8.7% | ||
| Q1 24 | 9.0% | -14.4% |
净利率BRKRNET
| Q4 25 | 2.7% | -2.0% | ||
| Q3 25 | -6.9% | -0.2% | ||
| Q2 25 | 1.0% | -9.8% | ||
| Q1 25 | 2.2% | -8.0% | ||
| Q4 24 | 1.4% | -2.8% | ||
| Q3 24 | 4.7% | -3.6% | ||
| Q2 24 | 0.9% | -3.8% | ||
| Q1 24 | 7.1% | -9.4% |
每股收益（稀释后）BRKRNET
| Q4 25 | $0.10 | $-0.03 | ||
| Q3 25 | $-0.41 | $0.00 | ||
| Q2 25 | $0.05 | $-0.15 | ||
| Q1 25 | $0.11 | $-0.11 | ||
| Q4 24 | $0.09 | $-0.05 | ||
| Q3 24 | $0.27 | $-0.04 | ||
| Q2 24 | $0.05 | $-0.04 | ||
| Q1 24 | $0.35 | $-0.10 |
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 | $298.8M | $943.5M |
| 总债务越低越好 | $1.9B | — |
| 股东权益账面价值 | $2.5B | $1.5B |
| 总资产 | $6.2B | $6.0B |
| 负债/权益比越低杠杆越低 | 0.76× | — |
8季度趋势，按日历期对齐
现金及短期投资BRKRNET
| Q4 25 | $298.8M | $943.5M | ||
| Q3 25 | $293.1M | $1.1B | ||
| Q2 25 | $92.0M | $1.5B | ||
| Q1 25 | $184.2M | $204.5M | ||
| Q4 24 | $183.4M | $147.7M | ||
| Q3 24 | $148.1M | $182.9M | ||
| Q2 24 | $169.7M | $157.0M | ||
| Q1 24 | $340.1M | $254.4M |
总债务BRKRNET
| Q4 25 | $1.9B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.2B | — | ||
| Q1 24 | $1.4B | — |
股东权益BRKRNET
| Q4 25 | $2.5B | $1.5B | ||
| Q3 25 | $2.4B | $1.3B | ||
| Q2 25 | $1.8B | $1.2B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $1.8B | $1.0B | ||
| Q3 24 | $1.8B | $973.1M | ||
| Q2 24 | $1.8B | $881.5M | ||
| Q1 24 | $1.4B | $797.2M |
总资产BRKRNET
| Q4 25 | $6.2B | $6.0B | ||
| Q3 25 | $6.4B | $5.8B | ||
| Q2 25 | $6.3B | $5.6B | ||
| Q1 25 | $5.9B | $3.7B | ||
| Q4 24 | $5.8B | $3.3B | ||
| Q3 24 | $6.1B | $3.1B | ||
| Q2 24 | $5.9B | $2.9B | ||
| Q1 24 | $4.5B | $2.8B |
负债/权益比BRKRNET
| Q4 25 | 0.76× | — | ||
| Q3 25 | 0.83× | — | ||
| Q2 25 | 1.34× | — | ||
| Q1 25 | 1.15× | — | ||
| Q4 24 | 1.18× | — | ||
| Q3 24 | 1.27× | — | ||
| Q2 24 | 1.21× | — | ||
| Q1 24 | 0.97× | — |
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 | $229.8M | $190.4M |
| 自由现金流经营现金流 - 资本支出 | $207.2M | $105.2M |
| 自由现金流率自由现金流/营收 | 21.2% | 17.1% |
| 资本支出强度资本支出/营收 | 2.3% | 13.9% |
| 现金转化率经营现金流/净利润 | 8.84× | — |
| 过去12个月自由现金流最近4个季度 | $43.3M | $287.5M |
8季度趋势，按日历期对齐
经营现金流BRKRNET
| Q4 25 | $229.8M | $190.4M | ||
| Q3 25 | $-33.2M | $167.1M | ||
| Q2 25 | $-127.5M | $99.8M | ||
| Q1 25 | $65.0M | $145.8M | ||
| Q4 24 | $190.0M | $127.3M | ||
| Q3 24 | $38.4M | $104.7M | ||
| Q2 24 | $1.1M | $74.8M | ||
| Q1 24 | $21.8M | $73.6M |
自由现金流BRKRNET
| Q4 25 | $207.2M | $105.2M | ||
| Q3 25 | $-54.1M | $82.5M | ||
| Q2 25 | $-148.8M | $39.9M | ||
| Q1 25 | $39.0M | $59.9M | ||
| Q4 24 | $153.3M | $54.2M | ||
| Q3 24 | $5.8M | $54.5M | ||
| Q2 24 | $-23.5M | $45.2M | ||
| Q1 24 | $400.0K | $41.5M |
自由现金流率BRKRNET
| Q4 25 | 21.2% | 17.1% | ||
| Q3 25 | -6.3% | 14.7% | ||
| Q2 25 | -18.7% | 7.8% | ||
| Q1 25 | 4.9% | 12.5% | ||
| Q4 24 | 15.6% | 11.8% | ||
| Q3 24 | 0.7% | 12.7% | ||
| Q2 24 | -2.9% | 11.3% | ||
| Q1 24 | 0.1% | 11.0% |
资本支出强度BRKRNET
| Q4 25 | 2.3% | 13.9% | ||
| Q3 25 | 2.4% | 15.1% | ||
| Q2 25 | 2.7% | 11.7% | ||
| Q1 25 | 3.2% | 17.9% | ||
| Q4 24 | 3.7% | 15.9% | ||
| Q3 24 | 3.8% | 11.7% | ||
| Q2 24 | 3.1% | 7.4% | ||
| Q1 24 | 3.0% | 8.5% |
现金转化率BRKRNET
| Q4 25 | 8.84× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -16.78× | — | ||
| Q1 25 | 3.74× | — | ||
| Q4 24 | 13.87× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.14× | — | ||
| Q1 24 | 0.43× | — |
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
BRKR
| Bsi Nano | $309.1M | 32% |
| Bsi Biospin | $267.0M | 27% |
| Other | $179.9M | 18% |
| Transferred Over Time | $142.5M | 15% |
| Energy And Supercon Technologies | $69.5M | 7% |
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
