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Cipher Mining Inc.（CIFR）与CANTALOUPE, INC.（CTLP）财务数据对比。点击上方公司名可切换其他公司
CANTALOUPE, INC.的季度营收约是Cipher Mining Inc.的1.3倍（$78.7M vs $59.7M），CANTALOUPE, INC.净利率更高（-0.1% vs -1229.6%，领先1229.5%），Cipher Mining Inc.同比增速更快（41.4% vs 6.8%），CANTALOUPE, INC.自由现金流更多（$-614.0K vs $-695.9M），过去两年Cipher Mining Inc.的营收复合增速更高（11.4% vs 7.7%）
Cipher Mining Inc.是总部位于美国的比特币挖矿生态运营企业，当前正全力发展加密货币相关业务，深耕加密行业上游基础设施赛道，依托技术及合规优势构建稳定高效的挖矿服务体系。
坎塔卢波（原美国技术公司）是一家美国科技企业，核心业务为ePort无现金支付受理技术，依托持专利的PCI合规ePort Connect服务开展运营。该服务可通过无线方式为消费者提供信用卡、借记卡以及Apple Pay、Google Pay等NFC钱包支付选项，同时为运营商提供遥测与机器间通信服务，ePort技术主要应用于...
CIFR vs CTLP — 直观对比
营收规模更大
CTLP
是对方的1.3倍
$59.7M
营收增速更快
CIFR
高出34.6%
6.8%
净利率更高
CTLP
高出1229.5%
-1229.6%
自由现金流更多
CTLP
多$695.2M
$-695.9M
两年增速更快
CIFR
近两年复合增速
7.7%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $59.7M | $78.7M |
| 净利润 | $-734.2M | $-70.0K |
| 毛利率 | 59.4% | — |
| 营业利润率 | -503.4% | 2.0% |
| 净利率 | -1229.6% | -0.1% |
| 营收同比 | 41.4% | 6.8% |
| 净利润同比 | -4293.1% | -101.4% |
| 每股收益（稀释后） | $-1.91 | $0.00 |
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CIFRCTLP
| Q4 25 | $59.7M | $78.7M | ||
| Q3 25 | $71.7M | $80.9M | ||
| Q2 25 | $43.6M | $82.6M | ||
| Q1 25 | $49.0M | $75.4M | ||
| Q4 24 | $42.2M | $73.7M | ||
| Q3 24 | $24.1M | $70.8M | ||
| Q2 24 | $36.8M | $72.7M | ||
| Q1 24 | $48.1M | $67.9M |
净利润CIFRCTLP
| Q4 25 | $-734.2M | $-70.0K | ||
| Q3 25 | $-3.3M | $-919.0K | ||
| Q2 25 | $-45.8M | $6.8M | ||
| Q1 25 | $-39.0M | $49.2M | ||
| Q4 24 | $17.5M | $5.0M | ||
| Q3 24 | $-86.8M | $3.6M | ||
| Q2 24 | $-15.3M | $2.2M | ||
| Q1 24 | $39.9M | $4.7M |
毛利率CIFRCTLP
| Q4 25 | 59.4% | — | ||
| Q3 25 | 62.7% | — | ||
| Q2 25 | 64.8% | — | ||
| Q1 25 | 69.6% | — | ||
| Q4 24 | 56.9% | — | ||
| Q3 24 | 37.5% | — | ||
| Q2 24 | 61.2% | — | ||
| Q1 24 | 69.2% | 39.6% |
营业利润率CIFRCTLP
| Q4 25 | -503.4% | 2.0% | ||
| Q3 25 | -52.5% | 2.0% | ||
| Q2 25 | -103.9% | 6.3% | ||
| Q1 25 | -77.8% | 9.1% | ||
| Q4 24 | 40.5% | 8.4% | ||
| Q3 24 | -379.2% | 5.8% | ||
| Q2 24 | -43.9% | 4.9% | ||
| Q1 24 | 97.2% | 6.3% |
净利率CIFRCTLP
| Q4 25 | -1229.6% | -0.1% | ||
| Q3 25 | -4.6% | -1.1% | ||
| Q2 25 | -105.1% | 8.3% | ||
| Q1 25 | -79.6% | 65.2% | ||
| Q4 24 | 41.5% | 6.7% | ||
| Q3 24 | -359.9% | 5.0% | ||
| Q2 24 | -41.5% | 3.0% | ||
| Q1 24 | 82.9% | 6.9% |
每股收益（稀释后）CIFRCTLP
| Q4 25 | $-1.91 | $0.00 | ||
| Q3 25 | $-0.01 | $-0.02 | ||
| Q2 25 | $-0.12 | $0.10 | ||
| Q1 25 | $-0.11 | $0.65 | ||
| Q4 24 | $0.04 | $0.07 | ||
| Q3 24 | $-0.26 | $0.04 | ||
| Q2 24 | $-0.05 | $0.03 | ||
| Q1 24 | $0.13 | $0.06 |
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 | $628.3M | $53.0M |
| 总债务越低越好 | $2.7B | $37.7M |
| 股东权益账面价值 | $805.5M | $252.5M |
| 总资产 | $4.3B | $381.9M |
| 负债/权益比越低杠杆越低 | 3.37× | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资CIFRCTLP
| Q4 25 | $628.3M | $53.0M | ||
| Q3 25 | $1.2B | $55.0M | ||
| Q2 25 | $62.7M | $51.1M | ||
| Q1 25 | $23.2M | $46.3M | ||
| Q4 24 | $5.6M | $27.7M | ||
| Q3 24 | $25.3M | $33.1M | ||
| Q2 24 | $122.6M | $58.9M | ||
| Q1 24 | $88.7M | $50.2M |
总债务CIFRCTLP
| Q4 25 | $2.7B | $37.7M | ||
| Q3 25 | $1.0B | $38.3M | ||
| Q2 25 | $167.1M | $38.7M | ||
| Q1 25 | — | $39.2M | ||
| Q4 24 | $0 | $37.0M | ||
| Q3 24 | — | $37.3M | ||
| Q2 24 | — | $37.5M | ||
| Q1 24 | — | $38.1M |
股东权益CIFRCTLP
| Q4 25 | $805.5M | $252.5M | ||
| Q3 25 | $783.2M | $251.8M | ||
| Q2 25 | $748.9M | $251.0M | ||
| Q1 25 | $734.8M | $240.7M | ||
| Q4 24 | $682.0M | $190.1M | ||
| Q3 24 | $672.0M | $186.2M | ||
| Q2 24 | $690.8M | $181.7M | ||
| Q1 24 | $600.9M | $178.8M |
总资产CIFRCTLP
| Q4 25 | $4.3B | $381.9M | ||
| Q3 25 | $2.8B | $389.5M | ||
| Q2 25 | $1.0B | $381.9M | ||
| Q1 25 | $913.8M | $370.5M | ||
| Q4 24 | $855.4M | $303.0M | ||
| Q3 24 | $775.4M | $312.1M | ||
| Q2 24 | $775.6M | $335.6M | ||
| Q1 24 | $677.1M | $319.9M |
负债/权益比CIFRCTLP
| Q4 25 | 3.37× | 0.15× | ||
| Q3 25 | 1.31× | 0.15× | ||
| Q2 25 | 0.22× | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | 0.00× | 0.19× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | — | 0.21× |
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 | $-207.9M | $3.1M |
| 自由现金流经营现金流 - 资本支出 | $-695.9M | $-614.0K |
| 自由现金流率自由现金流/营收 | -1165.4% | -0.8% |
| 资本支出强度资本支出/营收 | 817.1% | 4.8% |
| 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 | $-1.1B | $25.8M |
8季度趋势，按日历期对齐
经营现金流CIFRCTLP
| Q4 25 | $-207.9M | $3.1M | ||
| Q3 25 | $-50.1M | $7.0M | ||
| Q2 25 | $-56.2M | $9.4M | ||
| Q1 25 | $-47.2M | $22.4M | ||
| Q4 24 | $-87.5M | $522.0K | ||
| Q3 24 | $-6.5M | $-12.0M | ||
| Q2 24 | $-25.4M | $14.3M | ||
| Q1 24 | $-26.6M | $14.7M |
自由现金流CIFRCTLP
| Q4 25 | $-695.9M | $-614.0K | ||
| Q3 25 | $-256.2M | $3.5M | ||
| Q2 25 | $-87.5M | $4.3M | ||
| Q1 25 | $-71.8M | $18.6M | ||
| Q4 24 | $-227.0M | $-3.8M | ||
| Q3 24 | $-83.2M | $-15.8M | ||
| Q2 24 | $-33.2M | $8.5M | ||
| Q1 24 | $-34.5M | $11.4M |
自由现金流率CIFRCTLP
| Q4 25 | -1165.4% | -0.8% | ||
| Q3 25 | -357.3% | 4.4% | ||
| Q2 25 | -200.9% | 5.3% | ||
| Q1 25 | -146.7% | 24.6% | ||
| Q4 24 | -537.6% | -5.1% | ||
| Q3 24 | -345.0% | -22.3% | ||
| Q2 24 | -90.2% | 11.7% | ||
| Q1 24 | -71.7% | 16.9% |
资本支出强度CIFRCTLP
| Q4 25 | 817.1% | 4.8% | ||
| Q3 25 | 287.5% | 4.2% | ||
| Q2 25 | 71.8% | 6.2% | ||
| Q1 25 | 50.2% | 5.1% | ||
| Q4 24 | 330.4% | 5.8% | ||
| Q3 24 | 317.8% | 5.4% | ||
| Q2 24 | 21.4% | 7.9% | ||
| Q1 24 | 16.4% | 4.8% |
现金转化率CIFRCTLP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.38× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | -5.00× | 0.10× | ||
| Q3 24 | — | -3.36× | ||
| Q2 24 | — | 6.47× | ||
| Q1 24 | -0.67× | 3.16× |
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
CIFR
暂无分部数据
CTLP
| Transaction Processing | $47.9M | 61% |
| Subscription Revenue | $21.8M | 28% |
| Products | $9.0M | 11% |
