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CALIX, INC（CALX）与PREFORMED LINE PRODUCTS CO（PLPC）财务数据对比。点击上方公司名可切换其他公司
CALIX, INC的季度营收约是PREFORMED LINE PRODUCTS CO的1.6倍（$280.0M vs $173.1M），PREFORMED LINE PRODUCTS CO净利率更高（4.9% vs 4.0%，领先0.9%），CALIX, INC同比增速更快（27.1% vs 3.6%），PREFORMED LINE PRODUCTS CO自由现金流更多（$11.8M vs $6.5M），过去两年CALIX, INC的营收复合增速更高（18.9% vs 10.8%）
Calix是1999年成立、总部位于美国加利福尼亚州圣何塞的电信企业，专注于提供软件平台、系统及相关服务，为宽带业务的部署落地提供技术支撑，助力运营商为用户提供稳定高效的网络接入服务。
预成型线路产品公司（PLPC）研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件，服务全球多地的公用事业、网络运营商及工业客户，提供可提升网络可靠性与运营效率的解决方案。
CALX vs PLPC — 直观对比
营收规模更大
CALX
是对方的1.6倍
$173.1M
营收增速更快
CALX
高出23.5%
3.6%
净利率更高
PLPC
高出0.9%
4.0%
自由现金流更多
PLPC
多$5.3M
$6.5M
两年增速更快
CALX
近两年复合增速
10.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $280.0M | $173.1M |
| 净利润 | $11.2M | $8.4M |
| 毛利率 | 56.9% | 29.8% |
| 营业利润率 | 47.6% | 6.8% |
| 净利率 | 4.0% | 4.9% |
| 营收同比 | 27.1% | 3.6% |
| 净利润同比 | — | -19.3% |
| 每股收益（稀释后） | $0.16 | $1.72 |
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CALXPLPC
| Q1 26 | $280.0M | — | ||
| Q4 25 | $272.4M | $173.1M | ||
| Q3 25 | $265.4M | $178.1M | ||
| Q2 25 | $241.9M | $169.6M | ||
| Q1 25 | $220.2M | $148.5M | ||
| Q4 24 | $206.1M | $167.1M | ||
| Q3 24 | $200.9M | $147.0M | ||
| Q2 24 | $198.1M | $138.7M |
净利润CALXPLPC
| Q1 26 | $11.2M | — | ||
| Q4 25 | $7.2M | $8.4M | ||
| Q3 25 | $15.7M | $2.6M | ||
| Q2 25 | $-199.0K | $12.7M | ||
| Q1 25 | $-4.8M | $11.5M | ||
| Q4 24 | $-17.9M | $10.5M | ||
| Q3 24 | $-4.0M | $7.7M | ||
| Q2 24 | $-8.0M | $9.4M |
毛利率CALXPLPC
| Q1 26 | 56.9% | — | ||
| Q4 25 | 57.7% | 29.8% | ||
| Q3 25 | 57.3% | 29.7% | ||
| Q2 25 | 56.3% | 32.7% | ||
| Q1 25 | 55.7% | 32.8% | ||
| Q4 24 | 55.0% | 33.3% | ||
| Q3 24 | 54.8% | 31.1% | ||
| Q2 24 | 54.3% | 31.9% |
营业利润率CALXPLPC
| Q1 26 | 47.6% | — | ||
| Q4 25 | 3.4% | 6.8% | ||
| Q3 25 | 6.6% | 7.4% | ||
| Q2 25 | 0.2% | 10.1% | ||
| Q1 25 | -2.8% | 8.8% | ||
| Q4 24 | -9.1% | 10.5% | ||
| Q3 24 | -5.4% | 7.1% | ||
| Q2 24 | -5.7% | 8.1% |
净利率CALXPLPC
| Q1 26 | 4.0% | — | ||
| Q4 25 | 2.6% | 4.9% | ||
| Q3 25 | 5.9% | 1.5% | ||
| Q2 25 | -0.1% | 7.5% | ||
| Q1 25 | -2.2% | 7.8% | ||
| Q4 24 | -8.7% | 6.3% | ||
| Q3 24 | -2.0% | 5.2% | ||
| Q2 24 | -4.0% | 6.8% |
每股收益（稀释后）CALXPLPC
| Q1 26 | $0.16 | — | ||
| Q4 25 | $0.11 | $1.72 | ||
| Q3 25 | $0.22 | $0.53 | ||
| Q2 25 | $0.00 | $2.56 | ||
| Q1 25 | $-0.07 | $2.33 | ||
| Q4 24 | $-0.27 | $2.13 | ||
| Q3 24 | $-0.06 | $1.54 | ||
| Q2 24 | $-0.12 | $1.89 |
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 | $54.6M | — |
| 总债务越低越好 | — | $38.3M |
| 股东权益账面价值 | $738.0M | $475.5M |
| 总资产 | — | $653.6M |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资CALXPLPC
| Q1 26 | $54.6M | — | ||
| Q4 25 | $143.1M | — | ||
| Q3 25 | $95.0M | — | ||
| Q2 25 | $76.5M | — | ||
| Q1 25 | $42.3M | — | ||
| Q4 24 | $43.2M | — | ||
| Q3 24 | $62.4M | — | ||
| Q2 24 | $84.5M | — |
总债务CALXPLPC
| Q1 26 | — | — | ||
| Q4 25 | — | $38.3M | ||
| Q3 25 | — | $36.0M | ||
| Q2 25 | — | $31.8M | ||
| Q1 25 | — | $29.1M | ||
| Q4 24 | — | $20.8M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | — | $31.6M |
股东权益CALXPLPC
| Q1 26 | $738.0M | — | ||
| Q4 25 | $859.2M | $475.5M | ||
| Q3 25 | $822.5M | $466.3M | ||
| Q2 25 | $772.7M | $460.7M | ||
| Q1 25 | $767.2M | $435.8M | ||
| Q4 24 | $780.9M | $422.3M | ||
| Q3 24 | $778.7M | $429.0M | ||
| Q2 24 | $754.2M | $416.2M |
总资产CALXPLPC
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $653.6M | ||
| Q3 25 | $976.4M | $644.6M | ||
| Q2 25 | $921.4M | $631.5M | ||
| Q1 25 | $917.1M | $592.5M | ||
| Q4 24 | $939.3M | $573.9M | ||
| Q3 24 | $937.5M | $592.0M | ||
| Q2 24 | $917.9M | $572.6M |
负债/权益比CALXPLPC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.08× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.05× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.08× |
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 | $14.6M | $21.9M |
| 自由现金流经营现金流 - 资本支出 | $6.5M | $11.8M |
| 自由现金流率自由现金流/营收 | 2.3% | 6.8% |
| 资本支出强度资本支出/营收 | — | 5.9% |
| 现金转化率经营现金流/净利润 | 1.31× | 2.60× |
| 过去12个月自由现金流最近4个季度 | $109.1M | $33.3M |
8季度趋势，按日历期对齐
经营现金流CALXPLPC
| Q1 26 | $14.6M | — | ||
| Q4 25 | $46.0M | $21.9M | ||
| Q3 25 | $32.3M | $18.9M | ||
| Q2 25 | $39.4M | $26.9M | ||
| Q1 25 | $17.2M | $5.7M | ||
| Q4 24 | $15.4M | $24.1M | ||
| Q3 24 | $16.0M | $9.4M | ||
| Q2 24 | $22.3M | $28.3M |
自由现金流CALXPLPC
| Q1 26 | $6.5M | — | ||
| Q4 25 | $40.3M | $11.8M | ||
| Q3 25 | $26.7M | $8.3M | ||
| Q2 25 | $35.6M | $18.6M | ||
| Q1 25 | $12.9M | $-5.3M | ||
| Q4 24 | $10.2M | $20.6M | ||
| Q3 24 | $12.8M | $5.8M | ||
| Q2 24 | $16.4M | $24.6M |
自由现金流率CALXPLPC
| Q1 26 | 2.3% | — | ||
| Q4 25 | 14.8% | 6.8% | ||
| Q3 25 | 10.1% | 4.7% | ||
| Q2 25 | 14.7% | 10.9% | ||
| Q1 25 | 5.9% | -3.6% | ||
| Q4 24 | 5.0% | 12.3% | ||
| Q3 24 | 6.3% | 3.9% | ||
| Q2 24 | 8.3% | 17.7% |
资本支出强度CALXPLPC
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 5.9% | ||
| Q3 25 | 2.1% | 6.0% | ||
| Q2 25 | 1.5% | 4.9% | ||
| Q1 25 | 2.0% | 7.4% | ||
| Q4 24 | 2.5% | 2.1% | ||
| Q3 24 | 1.6% | 2.4% | ||
| Q2 24 | 3.0% | 2.7% |
现金转化率CALXPLPC
| Q1 26 | 1.31× | — | ||
| Q4 25 | 6.38× | 2.60× | ||
| Q3 25 | 2.06× | 7.21× | ||
| Q2 25 | — | 2.12× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | — | 1.22× | ||
| Q2 24 | — | 3.02× |
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
CALX
| Appliance | $232.8M | 83% |
| Software and service | $47.1M | 17% |
PLPC
暂无分部数据
