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Clearfield, Inc.（CLFD）与Valens Semiconductor Ltd.（VLN）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Valens Semiconductor Ltd.的2.0倍（$34.3M vs $17.3M），Clearfield, Inc.净利率更高（-1.8% vs -42.2%，领先40.4%），Valens Semiconductor Ltd.同比增速更快（8.1% vs -3.2%），Clearfield, Inc.自由现金流更多（$-2.4M vs $-4.9M）
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。
瓦伦斯半导体是一家总部位于以色列的无晶圆厂半导体企业，核心产品面向汽车与音视频行业，主打未压缩超高清多媒体内容传输及车内连接应用场景。作为MIPI联盟成员，该公司率先推出了符合MIPI A-PHY标准的商用芯片组，同时也是HDBaseT技术的发明者。
CLFD vs VLN — 直观对比
营收规模更大
CLFD
是对方的2.0倍
$17.3M
营收增速更快
VLN
高出11.3%
-3.2%
净利率更高
CLFD
高出40.4%
-42.2%
自由现金流更多
CLFD
多$2.5M
$-4.9M
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $34.3M | $17.3M |
| 净利润 | $-614.0K | $-7.3M |
| 毛利率 | 33.2% | 63.0% |
| 营业利润率 | -5.3% | -46.4% |
| 净利率 | -1.8% | -42.2% |
| 营收同比 | -3.2% | 8.1% |
| 净利润同比 | 67.8% | 29.3% |
| 每股收益（稀释后） | $-0.04 | $-0.07 |
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CLFDVLN
| Q4 25 | $34.3M | — | ||
| Q3 25 | $23.4M | $17.3M | ||
| Q2 25 | $49.9M | $17.1M | ||
| Q1 25 | $47.2M | $16.8M | ||
| Q4 24 | $29.7M | — | ||
| Q3 24 | $5.6M | $16.0M | ||
| Q2 24 | $48.8M | $13.6M | ||
| Q1 24 | $36.9M | — |
净利润CLFDVLN
| Q4 25 | $-614.0K | — | ||
| Q3 25 | $-9.1M | $-7.3M | ||
| Q2 25 | $1.6M | $-7.2M | ||
| Q1 25 | $1.3M | $-8.3M | ||
| Q4 24 | $-1.9M | — | ||
| Q3 24 | — | $-10.4M | ||
| Q2 24 | $-447.0K | $-8.9M | ||
| Q1 24 | $-5.9M | — |
毛利率CLFDVLN
| Q4 25 | 33.2% | — | ||
| Q3 25 | 53.2% | 63.0% | ||
| Q2 25 | 30.5% | 63.5% | ||
| Q1 25 | 30.1% | 62.9% | ||
| Q4 24 | 29.2% | — | ||
| Q3 24 | — | 56.4% | ||
| Q2 24 | 21.9% | 61.4% | ||
| Q1 24 | 7.7% | — |
营业利润率CLFDVLN
| Q4 25 | -5.3% | — | ||
| Q3 25 | 10.3% | -46.4% | ||
| Q2 25 | 3.0% | -43.3% | ||
| Q1 25 | 0.6% | -56.2% | ||
| Q4 24 | -6.9% | — | ||
| Q3 24 | — | -76.3% | ||
| Q2 24 | -4.7% | -69.2% | ||
| Q1 24 | -26.4% | — |
净利率CLFDVLN
| Q4 25 | -1.8% | — | ||
| Q3 25 | -38.8% | -42.2% | ||
| Q2 25 | 3.2% | -42.1% | ||
| Q1 25 | 2.8% | -49.4% | ||
| Q4 24 | -6.4% | — | ||
| Q3 24 | — | -64.6% | ||
| Q2 24 | -0.9% | -65.2% | ||
| Q1 24 | -16.0% | — |
每股收益（稀释后）CLFDVLN
| Q4 25 | $-0.04 | — | ||
| Q3 25 | $-0.65 | $-0.07 | ||
| Q2 25 | $0.11 | $-0.07 | ||
| Q1 25 | $0.09 | $-0.08 | ||
| Q4 24 | $-0.13 | — | ||
| Q3 24 | — | $-0.10 | ||
| Q2 24 | $-0.04 | $-0.08 | ||
| Q1 24 | $-0.40 | — |
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 | $93.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $249.7M | $108.8M |
| 总资产 | $268.1M | $136.7M |
| 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CLFDVLN
| Q4 25 | $96.4M | — | ||
| Q3 25 | $106.0M | $93.5M | ||
| Q2 25 | $117.2M | $102.7M | ||
| Q1 25 | $112.0M | $112.5M | ||
| Q4 24 | $113.0M | — | ||
| Q3 24 | $129.0M | $133.1M | ||
| Q2 24 | $123.8M | $105.9M | ||
| Q1 24 | $142.9M | — |
总债务CLFDVLN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.2M | — | ||
| Q2 24 | $2.1M | — | ||
| Q1 24 | — | — |
股东权益CLFDVLN
| Q4 25 | $249.7M | — | ||
| Q3 25 | $256.2M | $108.8M | ||
| Q2 25 | $264.5M | $116.5M | ||
| Q1 25 | $265.9M | $128.6M | ||
| Q4 24 | $267.4M | — | ||
| Q3 24 | $275.8M | $147.0M | ||
| Q2 24 | $274.6M | $153.5M | ||
| Q1 24 | $279.2M | — |
总资产CLFDVLN
| Q4 25 | $268.1M | — | ||
| Q3 25 | $306.2M | $136.7M | ||
| Q2 25 | $314.7M | $144.8M | ||
| Q1 25 | $310.9M | $154.6M | ||
| Q4 24 | $303.2M | — | ||
| Q3 24 | $315.3M | $171.9M | ||
| Q2 24 | $318.1M | $175.8M | ||
| Q1 24 | $315.4M | — |
负债/权益比CLFDVLN
| 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 | $-4.7M |
| 自由现金流经营现金流 - 资本支出 | $-2.4M | $-4.9M |
| 自由现金流率自由现金流/营收 | -7.1% | -28.5% |
| 资本支出强度资本支出/营收 | 2.9% | 1.6% |
| 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 | — | $-11.0M |
8季度趋势，按日历期对齐
经营现金流CLFDVLN
| Q4 25 | $-1.4M | — | ||
| Q3 25 | — | $-4.7M | ||
| Q2 25 | $7.9M | $-211.0K | ||
| Q1 25 | $3.0M | $-7.6M | ||
| Q4 24 | $7.2M | — | ||
| Q3 24 | $22.2M | $3.0M | ||
| Q2 24 | $4.0M | $-225.0K | ||
| Q1 24 | $-5.7M | — |
自由现金流CLFDVLN
| Q4 25 | $-2.4M | — | ||
| Q3 25 | — | $-4.9M | ||
| Q2 25 | $7.5M | $-330.0K | ||
| Q1 25 | $654.0K | $-8.0M | ||
| Q4 24 | $5.1M | — | ||
| Q3 24 | $18.2M | $2.2M | ||
| Q2 24 | $2.8M | $-460.0K | ||
| Q1 24 | $-7.7M | — |
自由现金流率CLFDVLN
| Q4 25 | -7.1% | — | ||
| Q3 25 | — | -28.5% | ||
| Q2 25 | 15.1% | -1.9% | ||
| Q1 25 | 1.4% | -47.3% | ||
| Q4 24 | 17.1% | — | ||
| Q3 24 | 323.0% | 14.0% | ||
| Q2 24 | 5.8% | -3.4% | ||
| Q1 24 | -20.8% | — |
资本支出强度CLFDVLN
| Q4 25 | 2.9% | — | ||
| Q3 25 | 2.0% | 1.6% | ||
| Q2 25 | 0.8% | 0.7% | ||
| Q1 25 | 5.1% | 2.1% | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 71.4% | 4.5% | ||
| Q2 24 | 2.5% | 1.7% | ||
| Q1 24 | 5.3% | — |
现金转化率CLFDVLN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 4.93× | — | ||
| Q1 25 | 2.30× | — | ||
| 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
