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Clearfield, Inc.(CLFD)与FTC Solar, Inc.(FTCI)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FTC Solar, Inc.的1.0倍($34.3M vs $32.9M),Clearfield, Inc.净利率更高(-1.8% vs -110.7%,领先109.0%),FTC Solar, Inc.同比增速更快(148.9% vs -3.2%),Clearfield, Inc.自由现金流更多($-2.4M vs $-8.4M),过去两年FTC Solar, Inc.的营收复合增速更高(61.6% 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。
FTC Solar是全球领先的太阳能跟踪系统供应商,主要研发、生产和销售太阳能跟踪支架、配套组件及相关软件解决方案,服务于公用事业级、工商业光伏项目领域,业务覆盖全球主要市场,助力客户提升光伏发电效率、降低项目成本。
CLFD vs FTCI — 直观对比
营收规模更大
CLFD
是对方的1.0倍
$32.9M
营收增速更快
FTCI
高出152.1%
-3.2%
净利率更高
CLFD
高出109.0%
-110.7%
自由现金流更多
CLFD
多$6.0M
$-8.4M
两年增速更快
FTCI
近两年复合增速
-3.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $34.3M | $32.9M |
| 净利润 | $-614.0K | $-36.4M |
| 毛利率 | 33.2% | 14.9% |
| 营业利润率 | -5.3% | -17.2% |
| 净利率 | -1.8% | -110.7% |
| 营收同比 | -3.2% | 148.9% |
| 净利润同比 | 67.8% | -197.4% |
| 每股收益(稀释后) | $-0.04 | $-2.31 |
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
FTCI
| Q4 25 | $34.3M | $32.9M | ||
| Q3 25 | $23.4M | $26.0M | ||
| Q2 25 | $49.9M | $20.0M | ||
| Q1 25 | $47.2M | $20.8M | ||
| Q4 24 | $29.7M | $13.2M | ||
| Q3 24 | $5.6M | $10.1M | ||
| Q2 24 | $48.8M | $11.4M | ||
| Q1 24 | $36.9M | $12.6M |
净利润
CLFD
FTCI
| Q4 25 | $-614.0K | $-36.4M | ||
| Q3 25 | $-9.1M | $-23.9M | ||
| Q2 25 | $1.6M | $-15.4M | ||
| Q1 25 | $1.3M | $-3.8M | ||
| Q4 24 | $-1.9M | $-12.2M | ||
| Q3 24 | — | $-15.4M | ||
| Q2 24 | $-447.0K | $-12.2M | ||
| Q1 24 | $-5.9M | $-8.8M |
毛利率
CLFD
FTCI
| Q4 25 | 33.2% | 14.9% | ||
| Q3 25 | 53.2% | 6.1% | ||
| Q2 25 | 30.5% | -19.6% | ||
| Q1 25 | 30.1% | -16.6% | ||
| Q4 24 | 29.2% | -29.1% | ||
| Q3 24 | — | -42.5% | ||
| Q2 24 | 21.9% | -20.5% | ||
| Q1 24 | 7.7% | -16.7% |
营业利润率
CLFD
FTCI
| Q4 25 | -5.3% | -17.2% | ||
| Q3 25 | 10.3% | -29.6% | ||
| Q2 25 | 3.0% | -57.5% | ||
| Q1 25 | 0.6% | -50.8% | ||
| Q4 24 | -6.9% | -101.7% | ||
| Q3 24 | — | -147.8% | ||
| Q2 24 | -4.7% | -104.3% | ||
| Q1 24 | -26.4% | -99.3% |
净利率
CLFD
FTCI
| Q4 25 | -1.8% | -110.7% | ||
| Q3 25 | -38.8% | -92.0% | ||
| Q2 25 | 3.2% | -77.2% | ||
| Q1 25 | 2.8% | -18.4% | ||
| Q4 24 | -6.4% | -92.7% | ||
| Q3 24 | — | -151.5% | ||
| Q2 24 | -0.9% | -107.1% | ||
| Q1 24 | -16.0% | -69.7% |
每股收益(稀释后)
CLFD
FTCI
| Q4 25 | $-0.04 | $-2.31 | ||
| Q3 25 | $-0.65 | $-1.61 | ||
| Q2 25 | $0.11 | $-1.18 | ||
| Q1 25 | $0.09 | $-0.58 | ||
| Q4 24 | $-0.13 | $-0.95 | ||
| Q3 24 | — | $-1.21 | ||
| Q2 24 | $-0.04 | $-0.97 | ||
| Q1 24 | $-0.40 | $-0.70 |
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 | $21.1M |
| 总债务越低越好 | — | $9.9M |
| 股东权益账面价值 | $249.7M | $-43.0M |
| 总资产 | $268.1M | $111.8M |
| 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
CLFD
FTCI
| Q4 25 | $96.4M | $21.1M | ||
| Q3 25 | $106.0M | $24.4M | ||
| Q2 25 | $117.2M | $3.5M | ||
| Q1 25 | $112.0M | $5.9M | ||
| Q4 24 | $113.0M | $11.2M | ||
| Q3 24 | $129.0M | $8.3M | ||
| Q2 24 | $123.8M | $10.8M | ||
| Q1 24 | $142.9M | $14.0M |
总债务
CLFD
FTCI
| Q4 25 | — | $9.9M | ||
| Q3 25 | — | $16.6M | ||
| Q2 25 | — | $10.9M | ||
| Q1 25 | — | $10.2M | ||
| Q4 24 | — | $9.5M | ||
| Q3 24 | $2.2M | — | ||
| Q2 24 | $2.1M | — | ||
| Q1 24 | — | — |
股东权益
CLFD
FTCI
| Q4 25 | $249.7M | $-43.0M | ||
| Q3 25 | $256.2M | $-13.7M | ||
| Q2 25 | $264.5M | $9.0M | ||
| Q1 25 | $265.9M | $15.5M | ||
| Q4 24 | $267.4M | $19.0M | ||
| Q3 24 | $275.8M | $30.4M | ||
| Q2 24 | $274.6M | $44.2M | ||
| Q1 24 | $279.2M | $55.2M |
总资产
CLFD
FTCI
| Q4 25 | $268.1M | $111.8M | ||
| Q3 25 | $306.2M | $111.5M | ||
| Q2 25 | $314.7M | $83.0M | ||
| Q1 25 | $310.9M | $84.1M | ||
| Q4 24 | $303.2M | $89.9M | ||
| Q3 24 | $315.3M | $91.7M | ||
| Q2 24 | $318.1M | $100.3M | ||
| Q1 24 | $315.4M | $115.0M |
负债/权益比
CLFD
FTCI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.20× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | 0.01× | — | ||
| Q1 24 | — | — |
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 | $-8.0M |
| 自由现金流经营现金流 - 资本支出 | $-2.4M | $-8.4M |
| 自由现金流率自由现金流/营收 | -7.1% | -25.7% |
| 资本支出强度资本支出/营收 | 2.9% | 1.3% |
| 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 | — | $-34.6M |
8季度趋势,按日历期对齐
经营现金流
CLFD
FTCI
| Q4 25 | $-1.4M | $-8.0M | ||
| Q3 25 | — | $-14.6M | ||
| Q2 25 | $7.9M | $-2.3M | ||
| Q1 25 | $3.0M | $-8.5M | ||
| Q4 24 | $7.2M | $-16.7M | ||
| Q3 24 | $22.2M | $-2.4M | ||
| Q2 24 | $4.0M | $-3.8M | ||
| Q1 24 | $-5.7M | $-11.9M |
自由现金流
CLFD
FTCI
| Q4 25 | $-2.4M | $-8.4M | ||
| Q3 25 | — | $-15.1M | ||
| Q2 25 | $7.5M | $-2.5M | ||
| Q1 25 | $654.0K | $-8.6M | ||
| Q4 24 | $5.1M | $-17.0M | ||
| Q3 24 | $18.2M | $-2.6M | ||
| Q2 24 | $2.8M | $-4.5M | ||
| Q1 24 | $-7.7M | $-12.3M |
自由现金流率
CLFD
FTCI
| Q4 25 | -7.1% | -25.7% | ||
| Q3 25 | — | -57.9% | ||
| Q2 25 | 15.1% | -12.4% | ||
| Q1 25 | 1.4% | -41.2% | ||
| Q4 24 | 17.1% | -128.6% | ||
| Q3 24 | 323.0% | -25.6% | ||
| Q2 24 | 5.8% | -39.2% | ||
| Q1 24 | -20.8% | -97.6% |
资本支出强度
CLFD
FTCI
| Q4 25 | 2.9% | 1.3% | ||
| Q3 25 | 2.0% | 1.7% | ||
| Q2 25 | 0.8% | 0.9% | ||
| Q1 25 | 5.1% | 0.4% | ||
| Q4 24 | 7.0% | 2.2% | ||
| Q3 24 | 71.4% | 2.2% | ||
| Q2 24 | 2.5% | 6.1% | ||
| Q1 24 | 5.3% | 3.4% |
现金转化率
CLFD
FTCI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 4.93× | — | ||
| Q1 25 | 2.30× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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
CLFD
暂无分部数据
FTCI
| Products | $26.2M | 80% |
| Services | $6.7M | 20% |