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Clearfield, Inc.（CLFD）与OneSpan Inc.（OSPN）财务数据对比。点击上方公司名可切换其他公司
OneSpan Inc.的季度营收约是Clearfield, Inc.的1.9倍（$65.9M vs $34.3M），OneSpan Inc.净利率更高（17.5% vs -1.8%，领先19.3%），OneSpan Inc.同比增速更快（4.1% vs -3.2%），过去两年OneSpan Inc.的营收复合增速更高（4.0% 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。
OneSpan Inc.是一家总部位于美国马萨诸塞州波士顿的信息安全企业，核心业务涵盖网络欺诈防御平台搭建、多因素身份验证工具提供以及电子签名软件开发，为各类机构提供专业的数字安全与身份合规管理解决方案。
CLFD vs OSPN — 直观对比
营收规模更大
OSPN
是对方的1.9倍
$34.3M
营收增速更快
OSPN
高出7.3%
-3.2%
净利率更高
OSPN
高出19.3%
-1.8%
两年增速更快
OSPN
近两年复合增速
-3.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $34.3M | $65.9M |
| 净利润 | $-614.0K | $11.6M |
| 毛利率 | 33.2% | 73.6% |
| 营业利润率 | -5.3% | 22.5% |
| 净利率 | -1.8% | 17.5% |
| 营收同比 | -3.2% | 4.1% |
| 净利润同比 | 67.8% | — |
| 每股收益（稀释后） | $-0.04 | $0.39 |
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CLFDOSPN
| Q1 26 | — | $65.9M | ||
| Q4 25 | $34.3M | $62.9M | ||
| Q3 25 | $23.4M | $57.1M | ||
| Q2 25 | $49.9M | $59.8M | ||
| Q1 25 | $47.2M | $63.4M | ||
| Q4 24 | $29.7M | $61.2M | ||
| Q3 24 | $5.6M | $56.2M | ||
| Q2 24 | $48.8M | $60.9M |
净利润CLFDOSPN
| Q1 26 | — | $11.6M | ||
| Q4 25 | $-614.0K | $43.5M | ||
| Q3 25 | $-9.1M | $6.5M | ||
| Q2 25 | $1.6M | $8.3M | ||
| Q1 25 | $1.3M | $14.5M | ||
| Q4 24 | $-1.9M | $28.8M | ||
| Q3 24 | — | $8.3M | ||
| Q2 24 | $-447.0K | $6.6M |
毛利率CLFDOSPN
| Q1 26 | — | 73.6% | ||
| Q4 25 | 33.2% | 73.6% | ||
| Q3 25 | 53.2% | 73.6% | ||
| Q2 25 | 30.5% | 73.5% | ||
| Q1 25 | 30.1% | 74.3% | ||
| Q4 24 | 29.2% | 74.0% | ||
| Q3 24 | — | 73.9% | ||
| Q2 24 | 21.9% | 66.2% |
营业利润率CLFDOSPN
| Q1 26 | — | 22.5% | ||
| Q4 25 | -5.3% | 19.9% | ||
| Q3 25 | 10.3% | 14.4% | ||
| Q2 25 | 3.0% | 17.6% | ||
| Q1 25 | 0.6% | 27.1% | ||
| Q4 24 | -6.9% | 19.3% | ||
| Q3 24 | — | 20.0% | ||
| Q2 24 | -4.7% | 12.5% |
净利率CLFDOSPN
| Q1 26 | — | 17.5% | ||
| Q4 25 | -1.8% | 69.2% | ||
| Q3 25 | -38.8% | 11.4% | ||
| Q2 25 | 3.2% | 13.9% | ||
| Q1 25 | 2.8% | 22.9% | ||
| Q4 24 | -6.4% | 47.1% | ||
| Q3 24 | — | 14.7% | ||
| Q2 24 | -0.9% | 10.8% |
每股收益（稀释后）CLFDOSPN
| Q1 26 | — | $0.39 | ||
| Q4 25 | $-0.04 | $1.13 | ||
| Q3 25 | $-0.65 | $0.17 | ||
| Q2 25 | $0.11 | $0.21 | ||
| Q1 25 | $0.09 | $0.37 | ||
| Q4 24 | $-0.13 | $0.73 | ||
| Q3 24 | — | $0.21 | ||
| Q2 24 | $-0.04 | $0.17 |
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 | $49.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $249.7M | $272.0M |
| 总资产 | $268.1M | $383.1M |
| 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CLFDOSPN
| Q1 26 | — | $49.8M | ||
| Q4 25 | $96.4M | $70.5M | ||
| Q3 25 | $106.0M | $85.6M | ||
| Q2 25 | $117.2M | $92.9M | ||
| Q1 25 | $112.0M | $105.2M | ||
| Q4 24 | $113.0M | $83.2M | ||
| Q3 24 | $129.0M | $77.5M | ||
| Q2 24 | $123.8M | $63.8M |
总债务CLFDOSPN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.2M | — | ||
| Q2 24 | $2.1M | — |
股东权益CLFDOSPN
| Q1 26 | — | $272.0M | ||
| Q4 25 | $249.7M | $271.8M | ||
| Q3 25 | $256.2M | $238.3M | ||
| Q2 25 | $264.5M | $242.5M | ||
| Q1 25 | $265.9M | $231.1M | ||
| Q4 24 | $267.4M | $212.5M | ||
| Q3 24 | $275.8M | $194.6M | ||
| Q2 24 | $274.6M | $178.6M |
总资产CLFDOSPN
| Q1 26 | — | $383.1M | ||
| Q4 25 | $268.1M | $397.7M | ||
| Q3 25 | $306.2M | $343.5M | ||
| Q2 25 | $314.7M | $357.1M | ||
| Q1 25 | $310.9M | $333.8M | ||
| Q4 24 | $303.2M | $338.7M | ||
| Q3 24 | $315.3M | $289.3M | ||
| Q2 24 | $318.1M | $286.9M |
负债/权益比CLFDOSPN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | 0.01× | — |
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 | $28.2M |
| 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 | — | 2.44× |
| 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CLFDOSPN
| Q1 26 | — | $28.2M | ||
| Q4 25 | $-1.4M | $12.6M | ||
| Q3 25 | — | $11.3M | ||
| Q2 25 | $7.9M | $6.2M | ||
| Q1 25 | $3.0M | $29.4M | ||
| Q4 24 | $7.2M | $12.4M | ||
| Q3 24 | $22.2M | $14.0M | ||
| Q2 24 | $4.0M | $2.3M |
自由现金流CLFDOSPN
| Q1 26 | — | — | ||
| Q4 25 | $-2.4M | $9.6M | ||
| Q3 25 | — | $8.8M | ||
| Q2 25 | $7.5M | $4.4M | ||
| Q1 25 | $654.0K | $27.7M | ||
| Q4 24 | $5.1M | $10.5M | ||
| Q3 24 | $18.2M | $12.0M | ||
| Q2 24 | $2.8M | $26.0K |
自由现金流率CLFDOSPN
| Q1 26 | — | — | ||
| Q4 25 | -7.1% | 15.3% | ||
| Q3 25 | — | 15.4% | ||
| Q2 25 | 15.1% | 7.3% | ||
| Q1 25 | 1.4% | 43.8% | ||
| Q4 24 | 17.1% | 17.1% | ||
| Q3 24 | 323.0% | 21.4% | ||
| Q2 24 | 5.8% | 0.0% |
资本支出强度CLFDOSPN
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 4.7% | ||
| Q3 25 | 2.0% | 4.4% | ||
| Q2 25 | 0.8% | 3.1% | ||
| Q1 25 | 5.1% | 2.6% | ||
| Q4 24 | 7.0% | 3.2% | ||
| Q3 24 | 71.4% | 3.5% | ||
| Q2 24 | 2.5% | 3.7% |
现金转化率CLFDOSPN
| Q1 26 | — | 2.44× | ||
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | 1.74× | ||
| Q2 25 | 4.93× | 0.75× | ||
| Q1 25 | 2.30× | 2.02× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 1.69× | ||
| Q2 24 | — | 0.35× |
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
OSPN
| Product and license | $35.5M | 54% |
| Services and other | $30.4M | 46% |
