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CALIX, INC（CALX）与Spire Global, Inc.（SPIR）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Spire Global, Inc.的17.7倍（$280.0M vs $15.8M）。CALIX, INC净利率更高（4.0% vs -176.6%，领先180.6%）。CALIX, INC同比增速更快（27.1% vs -26.9%）。CALIX, INC自由现金流更多（$6.5M vs $-16.2M）。过去两年CALIX, INC的营收复合增速更高（18.9% vs -32.6%）
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。
Spire Global, Inc.是一家天基云数据与分析服务企业，核心业务依托由大量纳米卫星组成的卫星星座，提供覆盖全球的多领域数据集追踪服务，具体包含船舶航运追踪、航空航行监控以及气象模式观测等相关业务，服务覆盖全球范围。
CALX vs SPIR — 直观对比
营收规模更大
CALX
是对方的17.7倍
$15.8M
营收增速更快
CALX
高出54.1%
-26.9%
净利率更高
CALX
高出180.6%
-176.6%
自由现金流更多
CALX
多$22.7M
$-16.2M
两年增速更快
CALX
近两年复合增速
-32.6%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $280.0M | $15.8M |
| 净利润 | $11.2M | $-28.0M |
| 毛利率 | 56.9% | 40.2% |
| 营业利润率 | — | -164.1% |
| 净利率 | 4.0% | -176.6% |
| 营收同比 | 27.1% | -26.9% |
| 净利润同比 | 334.2% | 42.7% |
| 每股收益（稀释后） | $0.16 | $-0.85 |
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CALXSPIR
| Q1 26 | $280.0M | — | ||
| Q4 25 | $272.4M | $15.8M | ||
| Q3 25 | $265.4M | $12.7M | ||
| Q2 25 | $241.9M | $19.2M | ||
| Q1 25 | $220.2M | $23.9M | ||
| Q4 24 | $206.1M | $21.7M | ||
| Q3 24 | $200.9M | $28.6M | ||
| Q2 24 | $198.1M | $25.4M |
净利润CALXSPIR
| Q1 26 | $11.2M | — | ||
| Q4 25 | $7.2M | $-28.0M | ||
| Q3 25 | $15.7M | $-19.7M | ||
| Q2 25 | $-199.0K | $119.6M | ||
| Q1 25 | $-4.8M | $-20.7M | ||
| Q4 24 | $-17.9M | $-48.8M | ||
| Q3 24 | $-4.0M | $-12.5M | ||
| Q2 24 | $-8.0M | $-16.6M |
毛利率CALXSPIR
| Q1 26 | 56.9% | — | ||
| Q4 25 | 57.7% | 40.2% | ||
| Q3 25 | 57.3% | 36.6% | ||
| Q2 25 | 56.3% | 48.9% | ||
| Q1 25 | 55.7% | 36.8% | ||
| Q4 24 | 55.0% | 32.4% | ||
| Q3 24 | 54.8% | 44.5% | ||
| Q2 24 | 54.3% | 43.0% |
营业利润率CALXSPIR
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | -164.1% | ||
| Q3 25 | 6.6% | -166.1% | ||
| Q2 25 | 0.2% | -122.7% | ||
| Q1 25 | -2.8% | -106.5% | ||
| Q4 24 | -9.1% | -144.1% | ||
| Q3 24 | -5.4% | -48.0% | ||
| Q2 24 | -5.7% | -48.6% |
净利率CALXSPIR
| Q1 26 | 4.0% | — | ||
| Q4 25 | 2.6% | -176.6% | ||
| Q3 25 | 5.9% | -155.3% | ||
| Q2 25 | -0.1% | 623.4% | ||
| Q1 25 | -2.2% | -86.5% | ||
| Q4 24 | -8.7% | -225.2% | ||
| Q3 24 | -2.0% | -43.7% | ||
| Q2 24 | -4.0% | -65.2% |
每股收益（稀释后）CALXSPIR
| Q1 26 | $0.16 | — | ||
| Q4 25 | $0.11 | $-0.85 | ||
| Q3 25 | $0.22 | $-0.61 | ||
| Q2 25 | $0.00 | $3.72 | ||
| Q1 25 | $-0.07 | $-0.77 | ||
| Q4 24 | $-0.27 | $-1.93 | ||
| Q3 24 | $-0.06 | $-0.50 | ||
| Q2 24 | $-0.12 | $-0.68 |
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 | $81.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $738.0M | $112.9M |
| 总资产 | — | $211.0M |
| 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CALXSPIR
| Q1 26 | $54.6M | — | ||
| Q4 25 | $143.1M | $81.8M | ||
| Q3 25 | $95.0M | $96.8M | ||
| Q2 25 | $76.5M | $117.6M | ||
| Q1 25 | $42.3M | $35.9M | ||
| Q4 24 | $43.2M | $19.2M | ||
| Q3 24 | $62.4M | $36.6M | ||
| Q2 24 | $84.5M | $45.8M |
总债务CALXSPIR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $103.7M | ||
| Q4 24 | — | $103.1M | ||
| Q3 24 | — | $4.9M | ||
| Q2 24 | — | $4.9M |
股东权益CALXSPIR
| Q1 26 | $738.0M | — | ||
| Q4 25 | $859.2M | $112.9M | ||
| Q3 25 | $822.5M | $133.1M | ||
| Q2 25 | $772.7M | $149.2M | ||
| Q1 25 | $767.2M | $3.7M | ||
| Q4 24 | $780.9M | $-11.7M | ||
| Q3 24 | $778.7M | $30.8M | ||
| Q2 24 | $754.2M | $40.3M |
总资产CALXSPIR
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $211.0M | ||
| Q3 25 | $976.4M | $224.3M | ||
| Q2 25 | $921.4M | $239.5M | ||
| Q1 25 | $917.1M | $208.8M | ||
| Q4 24 | $939.3M | $193.6M | ||
| Q3 24 | $937.5M | $224.2M | ||
| Q2 24 | $917.9M | $230.8M |
负债/权益比CALXSPIR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 27.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.12× |
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 | $-4.3M |
| 自由现金流经营现金流 - 资本支出 | $6.5M | $-16.2M |
| 自由现金流率自由现金流/营收 | 2.3% | -102.1% |
| 资本支出强度资本支出/营收 | — | 75.1% |
| 现金转化率经营现金流/净利润 | 1.31× | — |
| 过去12个月自由现金流最近4个季度 | $109.1M | $-92.6M |
8季度趋势，按日历期对齐
经营现金流CALXSPIR
| Q1 26 | $14.6M | — | ||
| Q4 25 | $46.0M | $-4.3M | ||
| Q3 25 | $32.3M | $-12.0M | ||
| Q2 25 | $39.4M | $-35.1M | ||
| Q1 25 | $17.2M | $-8.4M | ||
| Q4 24 | $15.4M | $-19.2M | ||
| Q3 24 | $16.0M | $14.0M | ||
| Q2 24 | $22.3M | $-4.4M |
自由现金流CALXSPIR
| Q1 26 | $6.5M | — | ||
| Q4 25 | $40.3M | $-16.2M | ||
| Q3 25 | $26.7M | $-20.4M | ||
| Q2 25 | $35.6M | $-38.7M | ||
| Q1 25 | $12.9M | $-17.3M | ||
| Q4 24 | $10.2M | $-24.3M | ||
| Q3 24 | $12.8M | $5.1M | ||
| Q2 24 | $16.4M | $-9.9M |
自由现金流率CALXSPIR
| Q1 26 | 2.3% | — | ||
| Q4 25 | 14.8% | -102.1% | ||
| Q3 25 | 10.1% | -161.3% | ||
| Q2 25 | 14.7% | -201.7% | ||
| Q1 25 | 5.9% | -72.6% | ||
| Q4 24 | 5.0% | -112.2% | ||
| Q3 24 | 6.3% | 17.8% | ||
| Q2 24 | 8.3% | -39.0% |
资本支出强度CALXSPIR
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 75.1% | ||
| Q3 25 | 2.1% | 66.2% | ||
| Q2 25 | 1.5% | 18.8% | ||
| Q1 25 | 2.0% | 37.3% | ||
| Q4 24 | 2.5% | 23.5% | ||
| Q3 24 | 1.6% | 31.2% | ||
| Q2 24 | 3.0% | 21.8% |
现金转化率CALXSPIR
| Q1 26 | 1.31× | — | ||
| Q4 25 | 6.38× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | — | -0.29× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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
业务分部营收拆解
CALX
| Appliance | $232.8M | 83% |
| Software and service | $47.1M | 17% |
SPIR
暂无分部数据
