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Clearfield, Inc.（CLFD）与Hyperscale Data, Inc.（GPUS）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Hyperscale Data, Inc.的1.3倍（$34.3M vs $26.9M），Clearfield, Inc.净利率更高（-1.8% vs -112.0%，领先110.2%），Hyperscale Data, Inc.同比增速更快（38.4% vs -3.2%），Clearfield, Inc.自由现金流更多（$-2.4M vs $-56.2M），过去两年Clearfield, Inc.的营收复合增速更高（-3.5% vs -16.3%）
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。
Hyperscale Data, Inc.主要提供GPU加速计算基础设施及云解决方案，服务于AI开发、大数据处理、高性能计算领域，客户覆盖北美及亚太地区的AI初创企业、大型科技公司与云服务提供商，为复杂数据处理需求交付可扩展的高效计算资源。
CLFD vs GPUS — 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
GPUS
高出41.6%
-3.2%
净利率更高
CLFD
高出110.2%
-112.0%
自由现金流更多
CLFD
多$53.7M
$-56.2M
两年增速更快
CLFD
近两年复合增速
-16.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $34.3M | $26.9M |
| 净利润 | $-614.0K | $-30.1M |
| 毛利率 | 33.2% | 14.5% |
| 营业利润率 | -5.3% | -117.8% |
| 净利率 | -1.8% | -112.0% |
| 营收同比 | -3.2% | 38.4% |
| 净利润同比 | 67.8% | -6670.3% |
| 每股收益（稀释后） | $-0.04 | — |
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CLFDGPUS
| Q4 25 | $34.3M | $26.9M | ||
| Q3 25 | $23.4M | $24.3M | ||
| Q2 25 | $49.9M | $25.9M | ||
| Q1 25 | $47.2M | $25.0M | ||
| Q4 24 | $29.7M | $19.4M | ||
| Q3 24 | $5.6M | $31.1M | ||
| Q2 24 | $48.8M | $17.8M | ||
| Q1 24 | $36.9M | $38.4M |
净利润CLFDGPUS
| Q4 25 | $-614.0K | $-30.1M | ||
| Q3 25 | $-9.1M | $-13.0M | ||
| Q2 25 | $1.6M | $-19.1M | ||
| Q1 25 | $1.3M | $-4.2M | ||
| Q4 24 | $-1.9M | $-445.0K | ||
| Q3 24 | — | $-25.5M | ||
| Q2 24 | $-447.0K | $-33.9M | ||
| Q1 24 | $-5.9M | $3.7M |
毛利率CLFDGPUS
| Q4 25 | 33.2% | 14.5% | ||
| Q3 25 | 53.2% | 25.8% | ||
| Q2 25 | 30.5% | 23.7% | ||
| Q1 25 | 30.1% | 21.1% | ||
| Q4 24 | 29.2% | 6.5% | ||
| Q3 24 | — | 27.5% | ||
| Q2 24 | 21.9% | -21.3% | ||
| Q1 24 | 7.7% | 47.4% |
营业利润率CLFDGPUS
| Q4 25 | -5.3% | -117.8% | ||
| Q3 25 | 10.3% | -57.8% | ||
| Q2 25 | 3.0% | -39.2% | ||
| Q1 25 | 0.6% | -25.5% | ||
| Q4 24 | -6.9% | -46.8% | ||
| Q3 24 | — | -79.2% | ||
| Q2 24 | -4.7% | -151.4% | ||
| Q1 24 | -26.4% | 9.5% |
净利率CLFDGPUS
| Q4 25 | -1.8% | -112.0% | ||
| Q3 25 | -38.8% | -53.5% | ||
| Q2 25 | 3.2% | -73.7% | ||
| Q1 25 | 2.8% | -16.8% | ||
| Q4 24 | -6.4% | -2.3% | ||
| Q3 24 | — | -82.3% | ||
| Q2 24 | -0.9% | -190.7% | ||
| Q1 24 | -16.0% | 9.7% |
每股收益（稀释后）CLFDGPUS
| Q4 25 | $-0.04 | — | ||
| Q3 25 | $-0.65 | $-0.39 | ||
| Q2 25 | $0.11 | $-2.66 | ||
| Q1 25 | $0.09 | — | ||
| Q4 24 | $-0.13 | $-8.78 | ||
| Q3 24 | — | $-24.82 | ||
| Q2 24 | $-0.04 | $-37.81 | ||
| Q1 24 | $-0.40 | $3.32 |
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 | $13.1M |
| 总债务越低越好 | — | $83.1M |
| 股东权益账面价值 | $249.7M | $119.8M |
| 总资产 | $268.1M | $313.7M |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资CLFDGPUS
| Q4 25 | $96.4M | $13.1M | ||
| Q3 25 | $106.0M | $24.8M | ||
| Q2 25 | $117.2M | $5.9M | ||
| Q1 25 | $112.0M | $4.2M | ||
| Q4 24 | $113.0M | $4.5M | ||
| Q3 24 | $129.0M | $7.9M | ||
| Q2 24 | $123.8M | $9.6M | ||
| Q1 24 | $142.9M | $18.9M |
总债务CLFDGPUS
| Q4 25 | — | $83.1M | ||
| Q3 25 | — | $80.0M | ||
| Q2 25 | — | $88.5M | ||
| Q1 25 | — | $92.8M | ||
| Q4 24 | — | $96.7M | ||
| Q3 24 | $2.2M | $104.8M | ||
| Q2 24 | $2.1M | $106.8M | ||
| Q1 24 | — | $30.0M |
股东权益CLFDGPUS
| Q4 25 | $249.7M | $119.8M | ||
| Q3 25 | $256.2M | $55.9M | ||
| Q2 25 | $264.5M | $5.5M | ||
| Q1 25 | $265.9M | $6.3M | ||
| Q4 24 | $267.4M | $8.6M | ||
| Q3 24 | $275.8M | $2.7M | ||
| Q2 24 | $274.6M | $26.7M | ||
| Q1 24 | $279.2M | $59.0M |
总资产CLFDGPUS
| Q4 25 | $268.1M | $313.7M | ||
| Q3 25 | $306.2M | $242.4M | ||
| Q2 25 | $314.7M | $213.5M | ||
| Q1 25 | $310.9M | $218.5M | ||
| Q4 24 | $303.2M | $220.8M | ||
| Q3 24 | $315.3M | $231.5M | ||
| Q2 24 | $318.1M | $270.8M | ||
| Q1 24 | $315.4M | $299.8M |
负债/权益比CLFDGPUS
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 1.43× | ||
| Q2 25 | — | 16.06× | ||
| Q1 25 | — | 14.71× | ||
| Q4 24 | — | 11.19× | ||
| Q3 24 | 0.01× | 38.41× | ||
| Q2 24 | 0.01× | 4.00× | ||
| Q1 24 | — | 0.51× |
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 | $-37.7M |
| 自由现金流经营现金流 - 资本支出 | $-2.4M | $-56.2M |
| 自由现金流率自由现金流/营收 | -7.1% | -208.7% |
| 资本支出强度资本支出/营收 | 2.9% | 68.6% |
| 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 | — | $-87.1M |
8季度趋势，按日历期对齐
经营现金流CLFDGPUS
| Q4 25 | $-1.4M | $-37.7M | ||
| Q3 25 | — | $-17.8M | ||
| Q2 25 | $7.9M | $-3.1M | ||
| Q1 25 | $3.0M | $-4.0M | ||
| Q4 24 | $7.2M | $-9.2M | ||
| Q3 24 | $22.2M | $3.7M | ||
| Q2 24 | $4.0M | $-3.7M | ||
| Q1 24 | $-5.7M | $-10.2M |
自由现金流CLFDGPUS
| Q4 25 | $-2.4M | $-56.2M | ||
| Q3 25 | — | $-20.6M | ||
| Q2 25 | $7.5M | $-3.5M | ||
| Q1 25 | $654.0K | $-6.8M | ||
| Q4 24 | $5.1M | $-9.3M | ||
| Q3 24 | $18.2M | $2.6M | ||
| Q2 24 | $2.8M | $-5.9M | ||
| Q1 24 | $-7.7M | $-11.6M |
自由现金流率CLFDGPUS
| Q4 25 | -7.1% | -208.7% | ||
| Q3 25 | — | -84.5% | ||
| Q2 25 | 15.1% | -13.5% | ||
| Q1 25 | 1.4% | -27.3% | ||
| Q4 24 | 17.1% | -47.6% | ||
| Q3 24 | 323.0% | 8.4% | ||
| Q2 24 | 5.8% | -33.4% | ||
| Q1 24 | -20.8% | -30.3% |
资本支出强度CLFDGPUS
| Q4 25 | 2.9% | 68.6% | ||
| Q3 25 | 2.0% | 11.5% | ||
| Q2 25 | 0.8% | 1.5% | ||
| Q1 25 | 5.1% | 11.5% | ||
| Q4 24 | 7.0% | 0.3% | ||
| Q3 24 | 71.4% | 3.6% | ||
| Q2 24 | 2.5% | 12.6% | ||
| Q1 24 | 5.3% | 3.7% |
现金转化率CLFDGPUS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 4.93× | — | ||
| Q1 25 | 2.30× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -2.75× |
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
GPUS
| Transferred Over Time | $10.4M | 39% |
| Revenue From Mined Crypto Assets At Sentinum Owned And Operated Facilities | $5.8M | 21% |
| Hotel And Real Estate Operations | $4.8M | 18% |
| Other | $4.0M | 15% |
| Turn On Green | $2.0M | 7% |
