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Clearfield, Inc.(CLFD)与DAWSON GEOPHYSICAL CO(DWSN)财务数据对比。点击上方公司名可切换其他公司
Clearfield, Inc.的季度营收约是DAWSON GEOPHYSICAL CO的1.3倍($34.3M vs $26.9M),DAWSON GEOPHYSICAL CO净利率更高(2.1% vs -1.8%,领先3.9%),DAWSON GEOPHYSICAL CO同比增速更快(72.3% vs -3.2%),过去两年DAWSON GEOPHYSICAL CO的营收复合增速更高(5.4% vs -3.5%)
Clearfield, Inc.总部位于美国明尼苏达州明尼阿波利斯市,是一家专注于光纤产品研发生产的企业,其产品主要应用于光纤通信网络建设领域,为通信基础设施部署提供相关硬件支撑。
道森地球物理公司是北美领先的地球物理服务供应商,主营地震数据采集、处理与分析业务,核心服务于油气勘探生产领域客户,助力其评估美国及加拿大陆上主要资源盆地的地下能源储量。
CLFD vs DWSN — 直观对比
营收规模更大
CLFD
是对方的1.3倍
$26.9M
营收增速更快
DWSN
高出75.5%
-3.2%
净利率更高
DWSN
高出3.9%
-1.8%
两年增速更快
DWSN
近两年复合增速
-3.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $34.3M | $26.9M |
| 净利润 | $-614.0K | $569.0K |
| 毛利率 | 33.2% | 19.7% |
| 营业利润率 | -5.3% | 3.1% |
| 净利率 | -1.8% | 2.1% |
| 营收同比 | -3.2% | 72.3% |
| 净利润同比 | 67.8% | 170.9% |
| 每股收益(稀释后) | $-0.04 | $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
CLFD
DWSN
| Q4 25 | $34.3M | $26.9M | ||
| Q3 25 | $23.4M | $22.7M | ||
| Q2 25 | $49.9M | $9.9M | ||
| Q1 25 | $47.2M | $16.1M | ||
| Q4 24 | $29.7M | $15.6M | ||
| Q3 24 | $5.6M | — | ||
| Q2 24 | $48.8M | $12.5M | ||
| Q1 24 | $36.9M | $31.6M |
净利润
CLFD
DWSN
| Q4 25 | $-614.0K | $569.0K | ||
| Q3 25 | $-9.1M | $-1.2M | ||
| Q2 25 | $1.6M | $-2.3M | ||
| Q1 25 | $1.3M | $992.0K | ||
| Q4 24 | $-1.9M | $-802.0K | ||
| Q3 24 | — | — | ||
| Q2 24 | $-447.0K | $-3.5M | ||
| Q1 24 | $-5.9M | $5.8M |
毛利率
CLFD
DWSN
| Q4 25 | 33.2% | 19.7% | ||
| Q3 25 | 53.2% | 10.1% | ||
| Q2 25 | 30.5% | 11.5% | ||
| Q1 25 | 30.1% | 26.7% | ||
| Q4 24 | 29.2% | 19.9% | ||
| Q3 24 | — | — | ||
| Q2 24 | 21.9% | 1.0% | ||
| Q1 24 | 7.7% | 30.5% |
营业利润率
CLFD
DWSN
| Q4 25 | -5.3% | 3.1% | ||
| Q3 25 | 10.3% | -5.2% | ||
| Q2 25 | 3.0% | -24.1% | ||
| Q1 25 | 0.6% | 6.4% | ||
| Q4 24 | -6.9% | -5.3% | ||
| Q3 24 | — | — | ||
| Q2 24 | -4.7% | -30.1% | ||
| Q1 24 | -26.4% | 18.4% |
净利率
CLFD
DWSN
| Q4 25 | -1.8% | 2.1% | ||
| Q3 25 | -38.8% | -5.1% | ||
| Q2 25 | 3.2% | -23.8% | ||
| Q1 25 | 2.8% | 6.2% | ||
| Q4 24 | -6.4% | -5.1% | ||
| Q3 24 | — | — | ||
| Q2 24 | -0.9% | -28.3% | ||
| Q1 24 | -16.0% | 18.5% |
每股收益(稀释后)
CLFD
DWSN
| Q4 25 | $-0.04 | $0.03 | ||
| Q3 25 | $-0.65 | $-0.04 | ||
| Q2 25 | $0.11 | $-0.08 | ||
| Q1 25 | $0.09 | $0.03 | ||
| Q4 24 | $-0.13 | $-0.02 | ||
| Q3 24 | — | — | ||
| Q2 24 | $-0.04 | $-0.12 | ||
| Q1 24 | $-0.40 | $0.19 |
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 | $96.4M | $5.3M |
| 总债务越低越好 | — | $11.3M |
| 股东权益账面价值 | $249.7M | $15.8M |
| 总资产 | $268.1M | $56.0M |
| 负债/权益比越低杠杆越低 | — | 0.72× |
8季度趋势,按日历期对齐
现金及短期投资
CLFD
DWSN
| Q4 25 | $96.4M | $5.3M | ||
| Q3 25 | $106.0M | $5.1M | ||
| Q2 25 | $117.2M | $16.2M | ||
| Q1 25 | $112.0M | $2.7M | ||
| Q4 24 | $113.0M | $1.4M | ||
| Q3 24 | $129.0M | — | ||
| Q2 24 | $123.8M | $11.4M | ||
| Q1 24 | $142.9M | $11.7M |
总债务
CLFD
DWSN
| Q4 25 | — | $11.3M | ||
| Q3 25 | — | $6.5M | ||
| Q2 25 | — | $1.1M | ||
| Q1 25 | — | $1.3M | ||
| Q4 24 | — | $1.5M | ||
| Q3 24 | $2.2M | — | ||
| Q2 24 | $2.1M | $1.4M | ||
| Q1 24 | — | $1.5M |
股东权益
CLFD
DWSN
| Q4 25 | $249.7M | $15.8M | ||
| Q3 25 | $256.2M | $15.2M | ||
| Q2 25 | $264.5M | $16.4M | ||
| Q1 25 | $265.9M | $18.3M | ||
| Q4 24 | $267.4M | $17.3M | ||
| Q3 24 | $275.8M | — | ||
| Q2 24 | $274.6M | $23.8M | ||
| Q1 24 | $279.2M | $27.3M |
总资产
CLFD
DWSN
| Q4 25 | $268.1M | $56.0M | ||
| Q3 25 | $306.2M | $40.6M | ||
| Q2 25 | $314.7M | $45.7M | ||
| Q1 25 | $310.9M | $33.3M | ||
| Q4 24 | $303.2M | $30.9M | ||
| Q3 24 | $315.3M | — | ||
| Q2 24 | $318.1M | $41.0M | ||
| Q1 24 | $315.4M | $57.8M |
负债/权益比
CLFD
DWSN
| Q4 25 | — | 0.72× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | 0.01× | 0.06× | ||
| Q1 24 | — | 0.06× |
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 | $-1.4M | $2.1M |
| 自由现金流经营现金流 - 资本支出 | $-2.4M | — |
| 自由现金流率自由现金流/营收 | -7.1% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 现金转化率经营现金流/净利润 | — | 3.67× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
CLFD
DWSN
| Q4 25 | $-1.4M | $2.1M | ||
| Q3 25 | — | $-4.7M | ||
| Q2 25 | $7.9M | $14.9M | ||
| Q1 25 | $3.0M | $1.8M | ||
| Q4 24 | $7.2M | $-5.4M | ||
| Q3 24 | $22.2M | — | ||
| Q2 24 | $4.0M | $5.9M | ||
| Q1 24 | $-5.7M | $1.9M |
自由现金流
CLFD
DWSN
| Q4 25 | $-2.4M | — | ||
| Q3 25 | — | $-10.2M | ||
| Q2 25 | $7.5M | — | ||
| Q1 25 | $654.0K | — | ||
| Q4 24 | $5.1M | $-5.7M | ||
| Q3 24 | $18.2M | — | ||
| Q2 24 | $2.8M | $5.1M | ||
| Q1 24 | $-7.7M | $1.2M |
自由现金流率
CLFD
DWSN
| Q4 25 | -7.1% | — | ||
| Q3 25 | — | -44.7% | ||
| Q2 25 | 15.1% | — | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 17.1% | -36.7% | ||
| Q3 24 | 323.0% | — | ||
| Q2 24 | 5.8% | 40.9% | ||
| Q1 24 | -20.8% | 3.8% |
资本支出强度
CLFD
DWSN
| Q4 25 | 2.9% | — | ||
| Q3 25 | 2.0% | 23.9% | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 5.1% | — | ||
| Q4 24 | 7.0% | 2.0% | ||
| Q3 24 | 71.4% | — | ||
| Q2 24 | 2.5% | 6.4% | ||
| Q1 24 | 5.3% | 2.2% |
现金转化率
CLFD
DWSN
| Q4 25 | — | 3.67× | ||
| Q3 25 | — | — | ||
| Q2 25 | 4.93× | — | ||
| Q1 25 | 2.30× | 1.77× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.32× |
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
CLFD
暂无分部数据
DWSN
| Fee Revenue | $22.9M | 85% |
| Other | $4.0M | 15% |