vs
Clearfield, Inc.（CLFD）与REGENXBIO Inc.（RGNX）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REGENXBIO Inc.的1.1倍（$34.3M vs $30.3M），Clearfield, Inc.净利率更高（-1.8% vs -221.3%，领先219.6%），REGENXBIO Inc.同比增速更快（43.0% vs -3.2%），Clearfield, Inc.自由现金流更多（$-2.4M vs $-52.8M），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% 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。
REGENXBIO Inc.是一家临床阶段生物技术企业，专注于开发针对罕见及严重遗传疾病的突破性基因疗法。公司拥有专有的腺相关病毒载体技术，既向全球生物制药合作伙伴提供技术授权，也自主推进多疾病领域的基因疗法管线研发。
CLFD vs RGNX — 直观对比
营收规模更大
CLFD
是对方的1.1倍
$30.3M
营收增速更快
RGNX
高出46.2%
-3.2%
净利率更高
CLFD
高出219.6%
-221.3%
自由现金流更多
CLFD
多$50.4M
$-52.8M
两年增速更快
RGNX
近两年复合增速
-3.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $34.3M | $30.3M |
| 净利润 | $-614.0K | $-67.1M |
| 毛利率 | 33.2% | — |
| 营业利润率 | -5.3% | -190.0% |
| 净利率 | -1.8% | -221.3% |
| 营收同比 | -3.2% | 43.0% |
| 净利润同比 | 67.8% | -31.2% |
| 每股收益（稀释后） | $-0.04 | $-1.30 |
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CLFDRGNX
| Q4 25 | $34.3M | $30.3M | ||
| Q3 25 | $23.4M | $29.7M | ||
| Q2 25 | $49.9M | $21.4M | ||
| Q1 25 | $47.2M | $89.0M | ||
| Q4 24 | $29.7M | $21.2M | ||
| Q3 24 | $5.6M | $24.2M | ||
| Q2 24 | $48.8M | $22.3M | ||
| Q1 24 | $36.9M | $15.6M |
净利润CLFDRGNX
| Q4 25 | $-614.0K | $-67.1M | ||
| Q3 25 | $-9.1M | $-61.9M | ||
| Q2 25 | $1.6M | $-70.9M | ||
| Q1 25 | $1.3M | $6.1M | ||
| Q4 24 | $-1.9M | $-51.2M | ||
| Q3 24 | — | $-59.6M | ||
| Q2 24 | $-447.0K | $-53.0M | ||
| Q1 24 | $-5.9M | $-63.3M |
毛利率CLFDRGNX
| Q4 25 | 33.2% | — | ||
| Q3 25 | 53.2% | — | ||
| Q2 25 | 30.5% | — | ||
| Q1 25 | 30.1% | — | ||
| Q4 24 | 29.2% | 70.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | 21.9% | 52.5% | ||
| Q1 24 | 7.7% | 72.6% |
营业利润率CLFDRGNX
| Q4 25 | -5.3% | -190.0% | ||
| Q3 25 | 10.3% | -176.3% | ||
| Q2 25 | 3.0% | -296.3% | ||
| Q1 25 | 0.6% | 13.6% | ||
| Q4 24 | -6.9% | -242.1% | ||
| Q3 24 | — | -256.6% | ||
| Q2 24 | -4.7% | -251.3% | ||
| Q1 24 | -26.4% | -408.8% |
净利率CLFDRGNX
| Q4 25 | -1.8% | -221.3% | ||
| Q3 25 | -38.8% | -208.3% | ||
| Q2 25 | 3.2% | -331.8% | ||
| Q1 25 | 2.8% | 6.8% | ||
| Q4 24 | -6.4% | -241.3% | ||
| Q3 24 | — | -246.3% | ||
| Q2 24 | -0.9% | -237.7% | ||
| Q1 24 | -16.0% | -405.4% |
每股收益（稀释后）CLFDRGNX
| Q4 25 | $-0.04 | $-1.30 | ||
| Q3 25 | $-0.65 | $-1.20 | ||
| Q2 25 | $0.11 | $-1.38 | ||
| Q1 25 | $0.09 | $0.12 | ||
| Q4 24 | $-0.13 | $-0.99 | ||
| Q3 24 | — | $-1.17 | ||
| Q2 24 | $-0.04 | $-1.05 | ||
| Q1 24 | $-0.40 | $-1.38 |
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 | $230.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $249.7M | $102.7M |
| 总资产 | $268.1M | $453.0M |
| 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CLFDRGNX
| Q4 25 | $96.4M | $230.1M | ||
| Q3 25 | $106.0M | $274.2M | ||
| Q2 25 | $117.2M | $323.3M | ||
| Q1 25 | $112.0M | $267.9M | ||
| Q4 24 | $113.0M | $234.7M | ||
| Q3 24 | $129.0M | $255.5M | ||
| Q2 24 | $123.8M | $290.4M | ||
| Q1 24 | $142.9M | $338.7M |
总债务CLFDRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.2M | — | ||
| Q2 24 | $2.1M | — | ||
| Q1 24 | — | — |
股东权益CLFDRGNX
| Q4 25 | $249.7M | $102.7M | ||
| Q3 25 | $256.2M | $161.5M | ||
| Q2 25 | $264.5M | $213.7M | ||
| Q1 25 | $265.9M | $274.2M | ||
| Q4 24 | $267.4M | $259.7M | ||
| Q3 24 | $275.8M | $301.4M | ||
| Q2 24 | $274.6M | $348.3M | ||
| Q1 24 | $279.2M | $390.7M |
总资产CLFDRGNX
| Q4 25 | $268.1M | $453.0M | ||
| Q3 25 | $306.2M | $525.2M | ||
| Q2 25 | $314.7M | $581.0M | ||
| Q1 25 | $310.9M | $490.9M | ||
| Q4 24 | $303.2M | $466.0M | ||
| Q3 24 | $315.3M | $519.1M | ||
| Q2 24 | $318.1M | $569.4M | ||
| Q1 24 | $315.4M | $629.2M |
负债/权益比CLFDRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $-2.4M | $-52.8M |
| 自由现金流率自由现金流/营收 | -7.1% | -174.0% |
| 资本支出强度资本支出/营收 | 2.9% | 1.7% |
| 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 | — | $-126.4M |
8季度趋势，按日历期对齐
经营现金流CLFDRGNX
| Q4 25 | $-1.4M | $-52.3M | ||
| Q3 25 | — | $-56.0M | ||
| Q2 25 | $7.9M | $-49.3M | ||
| Q1 25 | $3.0M | $33.6M | ||
| Q4 24 | $7.2M | $-31.6M | ||
| Q3 24 | $22.2M | $-40.5M | ||
| Q2 24 | $4.0M | $-45.5M | ||
| Q1 24 | $-5.7M | $-55.5M |
自由现金流CLFDRGNX
| Q4 25 | $-2.4M | $-52.8M | ||
| Q3 25 | — | $-56.5M | ||
| Q2 25 | $7.5M | $-49.7M | ||
| Q1 25 | $654.0K | $32.6M | ||
| Q4 24 | $5.1M | $-32.7M | ||
| Q3 24 | $18.2M | $-40.9M | ||
| Q2 24 | $2.8M | $-46.0M | ||
| Q1 24 | $-7.7M | $-56.0M |
自由现金流率CLFDRGNX
| Q4 25 | -7.1% | -174.0% | ||
| Q3 25 | — | -189.9% | ||
| Q2 25 | 15.1% | -232.8% | ||
| Q1 25 | 1.4% | 36.6% | ||
| Q4 24 | 17.1% | -154.2% | ||
| Q3 24 | 323.0% | -168.9% | ||
| Q2 24 | 5.8% | -206.2% | ||
| Q1 24 | -20.8% | -358.5% |
资本支出强度CLFDRGNX
| Q4 25 | 2.9% | 1.7% | ||
| Q3 25 | 2.0% | 1.7% | ||
| Q2 25 | 0.8% | 1.8% | ||
| Q1 25 | 5.1% | 1.2% | ||
| Q4 24 | 7.0% | 5.1% | ||
| Q3 24 | 71.4% | 1.3% | ||
| Q2 24 | 2.5% | 2.1% | ||
| Q1 24 | 5.3% | 3.6% |
现金转化率CLFDRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 4.93× | — | ||
| Q1 25 | 2.30× | 5.53× | ||
| 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
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
