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Clearfield, Inc.(CLFD)与NETSTREIT Corp.(NTST)财务数据对比。点击上方公司名可切换其他公司
NETSTREIT Corp.的季度营收约是Clearfield, Inc.的1.7倍($57.1M vs $34.3M),NETSTREIT Corp.净利率更高(10.0% vs -1.8%,领先11.8%),NETSTREIT Corp.同比增速更快(24.3% vs -3.2%),过去两年NETSTREIT Corp.的营收复合增速更高(20.1% 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。
NETSTREIT Corp.是一家总部位于美国的房地产投资信托(REIT),专注于收购和运营多元化的单租户净租赁商业物业组合,资产涵盖零售、工业、办公类别,主要服务于美国市场的投资级企业租户。
CLFD vs NTST — 直观对比
营收规模更大
NTST
是对方的1.7倍
$34.3M
营收增速更快
NTST
高出27.5%
-3.2%
净利率更高
NTST
高出11.8%
-1.8%
两年增速更快
NTST
近两年复合增速
-3.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $34.3M | $57.1M |
| 净利润 | $-614.0K | $5.7M |
| 毛利率 | 33.2% | — |
| 营业利润率 | -5.3% | 34.1% |
| 净利率 | -1.8% | 10.0% |
| 营收同比 | -3.2% | 24.3% |
| 净利润同比 | 67.8% | 235.9% |
| 每股收益(稀释后) | $-0.04 | $0.32 |
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
NTST
| Q1 26 | — | $57.1M | ||
| Q4 25 | $34.3M | $52.5M | ||
| Q3 25 | $23.4M | $48.3M | ||
| Q2 25 | $49.9M | $48.3M | ||
| Q1 25 | $47.2M | $45.9M | ||
| Q4 24 | $29.7M | $44.1M | ||
| Q3 24 | $5.6M | $41.4M | ||
| Q2 24 | $48.8M | $39.6M |
净利润
CLFD
NTST
| Q1 26 | — | $5.7M | ||
| Q4 25 | $-614.0K | $1.3M | ||
| Q3 25 | $-9.1M | $618.0K | ||
| Q2 25 | $1.6M | $3.3M | ||
| Q1 25 | $1.3M | $1.7M | ||
| Q4 24 | $-1.9M | $-5.4M | ||
| Q3 24 | — | $-5.3M | ||
| Q2 24 | $-447.0K | $-2.3M |
毛利率
CLFD
NTST
| Q1 26 | — | — | ||
| Q4 25 | 33.2% | — | ||
| Q3 25 | 53.2% | — | ||
| Q2 25 | 30.5% | — | ||
| Q1 25 | 30.1% | — | ||
| Q4 24 | 29.2% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 21.9% | — |
营业利润率
CLFD
NTST
| Q1 26 | — | 34.1% | ||
| Q4 25 | -5.3% | 2.6% | ||
| Q3 25 | 10.3% | 1.3% | ||
| Q2 25 | 3.0% | 6.8% | ||
| Q1 25 | 0.6% | 3.7% | ||
| Q4 24 | -6.9% | -12.3% | ||
| Q3 24 | — | -12.8% | ||
| Q2 24 | -4.7% | -5.8% |
净利率
CLFD
NTST
| Q1 26 | — | 10.0% | ||
| Q4 25 | -1.8% | 2.5% | ||
| Q3 25 | -38.8% | 1.3% | ||
| Q2 25 | 3.2% | 6.8% | ||
| Q1 25 | 2.8% | 3.7% | ||
| Q4 24 | -6.4% | -12.3% | ||
| Q3 24 | — | -12.8% | ||
| Q2 24 | -0.9% | -5.8% |
每股收益(稀释后)
CLFD
NTST
| Q1 26 | — | $0.32 | ||
| Q4 25 | $-0.04 | $0.01 | ||
| Q3 25 | $-0.65 | $0.01 | ||
| Q2 25 | $0.11 | $0.04 | ||
| Q1 25 | $0.09 | $0.02 | ||
| Q4 24 | $-0.13 | $-0.07 | ||
| Q3 24 | — | $-0.07 | ||
| Q2 24 | $-0.04 | $-0.03 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $249.7M | $1.5B |
| 总资产 | $268.1M | $2.8B |
| 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
NTST
| Q1 26 | — | — | ||
| Q4 25 | $96.4M | — | ||
| Q3 25 | $106.0M | — | ||
| Q2 25 | $117.2M | — | ||
| Q1 25 | $112.0M | — | ||
| Q4 24 | $113.0M | — | ||
| Q3 24 | $129.0M | — | ||
| Q2 24 | $123.8M | — |
总债务
CLFD
NTST
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $926.6M | ||
| Q1 25 | — | $913.3M | ||
| Q4 24 | — | $868.3M | ||
| Q3 24 | $2.2M | $778.7M | ||
| Q2 24 | $2.1M | $726.2M |
股东权益
CLFD
NTST
| Q1 26 | — | $1.5B | ||
| Q4 25 | $249.7M | $1.4B | ||
| Q3 25 | $256.2M | $1.3B | ||
| Q2 25 | $264.5M | $1.3B | ||
| Q1 25 | $265.9M | $1.3B | ||
| Q4 24 | $267.4M | $1.3B | ||
| Q3 24 | $275.8M | $1.3B | ||
| Q2 24 | $274.6M | $1.3B |
总资产
CLFD
NTST
| Q1 26 | — | $2.8B | ||
| Q4 25 | $268.1M | $2.6B | ||
| Q3 25 | $306.2M | $2.5B | ||
| Q2 25 | $314.7M | $2.3B | ||
| Q1 25 | $310.9M | $2.3B | ||
| Q4 24 | $303.2M | $2.3B | ||
| Q3 24 | $315.3M | $2.2B | ||
| Q2 24 | $318.1M | $2.1B |
负债/权益比
CLFD
NTST
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.84× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | 0.01× | 0.58× | ||
| Q2 24 | 0.01× | 0.55× |
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 | — |
| 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 | — | — |
| 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
NTST
| Q1 26 | — | — | ||
| Q4 25 | $-1.4M | $109.5M | ||
| Q3 25 | — | $28.0M | ||
| Q2 25 | $7.9M | $30.6M | ||
| Q1 25 | $3.0M | $22.1M | ||
| Q4 24 | $7.2M | $90.2M | ||
| Q3 24 | $22.2M | $25.1M | ||
| Q2 24 | $4.0M | $25.4M |
自由现金流
CLFD
NTST
| Q1 26 | — | — | ||
| Q4 25 | $-2.4M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $7.5M | — | ||
| Q1 25 | $654.0K | — | ||
| Q4 24 | $5.1M | — | ||
| Q3 24 | $18.2M | — | ||
| Q2 24 | $2.8M | — |
自由现金流率
CLFD
NTST
| Q1 26 | — | — | ||
| Q4 25 | -7.1% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 15.1% | — | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 17.1% | — | ||
| Q3 24 | 323.0% | — | ||
| Q2 24 | 5.8% | — |
资本支出强度
CLFD
NTST
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 5.1% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 71.4% | — | ||
| Q2 24 | 2.5% | — |
现金转化率
CLFD
NTST
| Q1 26 | — | — | ||
| Q4 25 | — | 82.46× | ||
| Q3 25 | — | 45.27× | ||
| Q2 25 | 4.93× | 9.36× | ||
| Q1 25 | 2.30× | 13.06× | ||
| 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
CLFD
暂无分部数据
NTST
| Rental revenue (including reimbursable) | $54.0M | 95% |
| Other | $3.0M | 5% |