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Clearfield, Inc.（CLFD）与REDWOOD TRUST INC（RWT）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REDWOOD TRUST INC的1.3倍（$34.3M vs $25.9M），REDWOOD TRUST INC净利率更高（77.2% vs -1.8%，领先79.0%），Clearfield, Inc.同比增速更快（-3.2% vs -6.1%），过去两年Clearfield, Inc.的营收复合增速更高（-3.5% vs -41.0%）
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。
Redwood Trust Inc是总部位于美国的专业房地产投资信托公司，主营住宅与商业抵押贷款、抵押贷款支持证券及房地产信贷类资产的投资管理，核心业务覆盖住宅抵押贷款发放、商业地产信贷和投资服务，客户以机构投资者和房地产市场参与者为主。
CLFD vs RWT — 直观对比
营收规模更大
CLFD
是对方的1.3倍
$25.9M
营收增速更快
CLFD
高出2.9%
-6.1%
净利率更高
RWT
高出79.0%
-1.8%
两年增速更快
CLFD
近两年复合增速
-41.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $34.3M | $25.9M |
| 净利润 | $-614.0K | $20.0M |
| 毛利率 | 33.2% | — |
| 营业利润率 | -5.3% | — |
| 净利率 | -1.8% | 77.2% |
| 营收同比 | -3.2% | -6.1% |
| 净利润同比 | 67.8% | 402.6% |
| 每股收益（稀释后） | $-0.04 | $0.11 |
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CLFDRWT
| Q4 25 | $34.3M | $25.9M | ||
| Q3 25 | $23.4M | $15.0M | ||
| Q2 25 | $49.9M | $13.8M | ||
| Q1 25 | $47.2M | $27.9M | ||
| Q4 24 | $29.7M | $27.6M | ||
| Q3 24 | $5.6M | $25.5M | ||
| Q2 24 | $48.8M | $67.4M | ||
| Q1 24 | $36.9M | $74.5M |
净利润CLFDRWT
| Q4 25 | $-614.0K | $20.0M | ||
| Q3 25 | $-9.1M | $-7.7M | ||
| Q2 25 | $1.6M | $-98.5M | ||
| Q1 25 | $1.3M | $16.1M | ||
| Q4 24 | $-1.9M | $-6.6M | ||
| Q3 24 | — | $14.8M | ||
| Q2 24 | $-447.0K | $15.5M | ||
| Q1 24 | $-5.9M | $30.3M |
毛利率CLFDRWT
| 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% | — | ||
| Q1 24 | 7.7% | — |
营业利润率CLFDRWT
| Q4 25 | -5.3% | — | ||
| Q3 25 | 10.3% | -9.0% | ||
| Q2 25 | 3.0% | -679.0% | ||
| Q1 25 | 0.6% | 80.2% | ||
| Q4 24 | -6.9% | -1.3% | ||
| Q3 24 | — | 86.1% | ||
| Q2 24 | -4.7% | 30.3% | ||
| Q1 24 | -26.4% | 41.3% |
净利率CLFDRWT
| Q4 25 | -1.8% | 77.2% | ||
| Q3 25 | -38.8% | -51.4% | ||
| Q2 25 | 3.2% | -712.0% | ||
| Q1 25 | 2.8% | 57.8% | ||
| Q4 24 | -6.4% | -24.0% | ||
| Q3 24 | — | 58.1% | ||
| Q2 24 | -0.9% | 23.0% | ||
| Q1 24 | -16.0% | 40.6% |
每股收益（稀释后）CLFDRWT
| Q4 25 | $-0.04 | $0.11 | ||
| Q3 25 | $-0.65 | $-0.08 | ||
| Q2 25 | $0.11 | $-0.76 | ||
| Q1 25 | $0.09 | $0.10 | ||
| Q4 24 | $-0.13 | $-0.08 | ||
| Q3 24 | — | $0.09 | ||
| Q2 24 | $-0.04 | $0.10 | ||
| Q1 24 | $-0.40 | $0.21 |
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 | $255.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $249.7M | $982.6M |
| 总资产 | $268.1M | $23.7B |
| 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CLFDRWT
| Q4 25 | $96.4M | $255.7M | ||
| Q3 25 | $106.0M | $226.3M | ||
| Q2 25 | $117.2M | $302.0M | ||
| Q1 25 | $112.0M | $259.9M | ||
| Q4 24 | $113.0M | $245.2M | ||
| Q3 24 | $129.0M | $253.7M | ||
| Q2 24 | $123.8M | $275.6M | ||
| Q1 24 | $142.9M | $275.4M |
总债务CLFDRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.2M | — | ||
| Q2 24 | $2.1M | — | ||
| Q1 24 | — | $1.7B |
股东权益CLFDRWT
| Q4 25 | $249.7M | $982.6M | ||
| Q3 25 | $256.2M | $999.0M | ||
| Q2 25 | $264.5M | $1.1B | ||
| Q1 25 | $265.9M | $1.2B | ||
| Q4 24 | $267.4M | $1.2B | ||
| Q3 24 | $275.8M | $1.2B | ||
| Q2 24 | $274.6M | $1.2B | ||
| Q1 24 | $279.2M | $1.2B |
总资产CLFDRWT
| Q4 25 | $268.1M | $23.7B | ||
| Q3 25 | $306.2M | $22.6B | ||
| Q2 25 | $314.7M | $21.3B | ||
| Q1 25 | $310.9M | $19.9B | ||
| Q4 24 | $303.2M | $18.3B | ||
| Q3 24 | $315.3M | $18.4B | ||
| Q2 24 | $318.1M | $16.5B | ||
| Q1 24 | $315.4M | $15.1B |
负债/权益比CLFDRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | 0.01× | — | ||
| Q1 24 | — | 1.39× |
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 | $-10.1B |
| 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 | — | -504.15× |
| 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CLFDRWT
| Q4 25 | $-1.4M | $-10.1B | ||
| Q3 25 | — | $-2.7B | ||
| Q2 25 | $7.9M | $-2.1B | ||
| Q1 25 | $3.0M | $-2.0B | ||
| Q4 24 | $7.2M | $-5.9B | ||
| Q3 24 | $22.2M | $-2.1B | ||
| Q2 24 | $4.0M | $-2.0B | ||
| Q1 24 | $-5.7M | $-954.2M |
自由现金流CLFDRWT
| 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 | — | ||
| Q1 24 | $-7.7M | — |
自由现金流率CLFDRWT
| 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% | — | ||
| Q1 24 | -20.8% | — |
资本支出强度CLFDRWT
| 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% | — | ||
| Q1 24 | 5.3% | — |
现金转化率CLFDRWT
| Q4 25 | — | -504.15× | ||
| Q3 25 | — | — | ||
| Q2 25 | 4.93× | — | ||
| Q1 25 | 2.30× | -120.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -140.86× | ||
| Q2 24 | — | -126.56× | ||
| Q1 24 | — | -31.53× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
