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Clearfield, Inc.（CLFD）与Weave Communications, Inc.（WEAV）财务数据对比。点击上方公司名可切换其他公司
Weave Communications, Inc.的季度营收约是Clearfield, Inc.的1.8倍（$63.4M vs $34.3M），Clearfield, Inc.净利率更高（-1.8% vs -2.9%，领先1.1%），Weave Communications, Inc.同比增速更快（17.0% vs -3.2%），Weave Communications, Inc.自由现金流更多（$5.1M vs $-2.4M），过去两年Weave Communications, Inc.的营收复合增速更高（15.9% 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。
Weave Communications, Inc.是面向中小商家的一体化客户互动与通信平台提供商，产品涵盖云电话系统、预约排期、支付处理、评价管理、短信工具等，主要服务美加地区牙科、医疗、健身等本地服务领域的经营主体。
CLFD vs WEAV — 直观对比
营收规模更大
WEAV
是对方的1.8倍
$34.3M
营收增速更快
WEAV
高出20.2%
-3.2%
净利率更高
CLFD
高出1.1%
-2.9%
自由现金流更多
WEAV
多$7.6M
$-2.4M
两年增速更快
WEAV
近两年复合增速
-3.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $34.3M | $63.4M |
| 净利润 | $-614.0K | $-1.8M |
| 毛利率 | 33.2% | 72.7% |
| 营业利润率 | -5.3% | -3.4% |
| 净利率 | -1.8% | -2.9% |
| 营收同比 | -3.2% | 17.0% |
| 净利润同比 | 67.8% | 72.5% |
| 每股收益（稀释后） | $-0.04 | $-0.03 |
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CLFDWEAV
| Q4 25 | $34.3M | $63.4M | ||
| Q3 25 | $23.4M | $61.3M | ||
| Q2 25 | $49.9M | $58.5M | ||
| Q1 25 | $47.2M | $55.8M | ||
| Q4 24 | $29.7M | $54.2M | ||
| Q3 24 | $5.6M | $52.4M | ||
| Q2 24 | $48.8M | $50.6M | ||
| Q1 24 | $36.9M | $47.2M |
净利润CLFDWEAV
| Q4 25 | $-614.0K | $-1.8M | ||
| Q3 25 | $-9.1M | $-8.7M | ||
| Q2 25 | $1.6M | $-8.7M | ||
| Q1 25 | $1.3M | $-8.8M | ||
| Q4 24 | $-1.9M | $-6.7M | ||
| Q3 24 | — | $-5.9M | ||
| Q2 24 | $-447.0K | $-8.6M | ||
| Q1 24 | $-5.9M | $-7.2M |
毛利率CLFDWEAV
| Q4 25 | 33.2% | 72.7% | ||
| Q3 25 | 53.2% | 72.3% | ||
| Q2 25 | 30.5% | 71.7% | ||
| Q1 25 | 30.1% | 71.6% | ||
| Q4 24 | 29.2% | 72.1% | ||
| Q3 24 | — | 72.0% | ||
| Q2 24 | 21.9% | 71.4% | ||
| Q1 24 | 7.7% | 69.9% |
营业利润率CLFDWEAV
| Q4 25 | -5.3% | -3.4% | ||
| Q3 25 | 10.3% | -14.6% | ||
| Q2 25 | 3.0% | -17.4% | ||
| Q1 25 | 0.6% | -16.7% | ||
| Q4 24 | -6.9% | -13.6% | ||
| Q3 24 | — | -12.7% | ||
| Q2 24 | -4.7% | -18.3% | ||
| Q1 24 | -26.4% | -17.3% |
净利率CLFDWEAV
| Q4 25 | -1.8% | -2.9% | ||
| Q3 25 | -38.8% | -14.1% | ||
| Q2 25 | 3.2% | -14.9% | ||
| Q1 25 | 2.8% | -15.8% | ||
| Q4 24 | -6.4% | -12.4% | ||
| Q3 24 | — | -11.2% | ||
| Q2 24 | -0.9% | -16.9% | ||
| Q1 24 | -16.0% | -15.3% |
每股收益（稀释后）CLFDWEAV
| Q4 25 | $-0.04 | $-0.03 | ||
| Q3 25 | $-0.65 | $-0.11 | ||
| Q2 25 | $0.11 | $-0.11 | ||
| Q1 25 | $0.09 | $-0.12 | ||
| Q4 24 | $-0.13 | $-0.10 | ||
| Q3 24 | — | $-0.08 | ||
| Q2 24 | $-0.04 | $-0.12 | ||
| Q1 24 | $-0.40 | $-0.10 |
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 | $55.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $249.7M | $82.4M |
| 总资产 | $268.1M | $208.0M |
| 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CLFDWEAV
| Q4 25 | $96.4M | $55.0M | ||
| Q3 25 | $106.0M | $64.4M | ||
| Q2 25 | $117.2M | $44.7M | ||
| Q1 25 | $112.0M | $53.4M | ||
| Q4 24 | $113.0M | $51.6M | ||
| Q3 24 | $129.0M | $51.1M | ||
| Q2 24 | $123.8M | $51.7M | ||
| Q1 24 | $142.9M | $30.6M |
总债务CLFDWEAV
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.2M | — | ||
| Q2 24 | $2.1M | — | ||
| Q1 24 | — | — |
股东权益CLFDWEAV
| Q4 25 | $249.7M | $82.4M | ||
| Q3 25 | $256.2M | $78.6M | ||
| Q2 25 | $264.5M | $78.9M | ||
| Q1 25 | $265.9M | $68.6M | ||
| Q4 24 | $267.4M | $67.0M | ||
| Q3 24 | $275.8M | $68.8M | ||
| Q2 24 | $274.6M | $69.8M | ||
| Q1 24 | $279.2M | $73.4M |
总资产CLFDWEAV
| Q4 25 | $268.1M | $208.0M | ||
| Q3 25 | $306.2M | $206.5M | ||
| Q2 25 | $314.7M | $204.3M | ||
| Q1 25 | $310.9M | $188.3M | ||
| Q4 24 | $303.2M | $188.9M | ||
| Q3 24 | $315.3M | $192.0M | ||
| Q2 24 | $318.1M | $191.2M | ||
| Q1 24 | $315.4M | $190.2M |
负债/权益比CLFDWEAV
| 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 | $6.2M |
| 自由现金流经营现金流 - 资本支出 | $-2.4M | $5.1M |
| 自由现金流率自由现金流/营收 | -7.1% | 8.1% |
| 资本支出强度资本支出/营收 | 2.9% | 1.8% |
| 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 | — | $15.2M |
8季度趋势，按日历期对齐
经营现金流CLFDWEAV
| Q4 25 | $-1.4M | $6.2M | ||
| Q3 25 | — | $6.1M | ||
| Q2 25 | $7.9M | $5.4M | ||
| Q1 25 | $3.0M | $-219.0K | ||
| Q4 24 | $7.2M | $6.7M | ||
| Q3 24 | $22.2M | $4.5M | ||
| Q2 24 | $4.0M | $22.7M | ||
| Q1 24 | $-5.7M | $-19.7M |
自由现金流CLFDWEAV
| Q4 25 | $-2.4M | $5.1M | ||
| Q3 25 | — | $5.8M | ||
| Q2 25 | $7.5M | $4.9M | ||
| Q1 25 | $654.0K | $-663.0K | ||
| Q4 24 | $5.1M | $6.3M | ||
| Q3 24 | $18.2M | $4.0M | ||
| Q2 24 | $2.8M | $21.9M | ||
| Q1 24 | $-7.7M | $-20.2M |
自由现金流率CLFDWEAV
| Q4 25 | -7.1% | 8.1% | ||
| Q3 25 | — | 9.4% | ||
| Q2 25 | 15.1% | 8.4% | ||
| Q1 25 | 1.4% | -1.2% | ||
| Q4 24 | 17.1% | 11.6% | ||
| Q3 24 | 323.0% | 7.5% | ||
| Q2 24 | 5.8% | 43.4% | ||
| Q1 24 | -20.8% | -42.9% |
资本支出强度CLFDWEAV
| Q4 25 | 2.9% | 1.8% | ||
| Q3 25 | 2.0% | 0.5% | ||
| Q2 25 | 0.8% | 0.9% | ||
| Q1 25 | 5.1% | 0.8% | ||
| Q4 24 | 7.0% | 0.7% | ||
| Q3 24 | 71.4% | 1.0% | ||
| Q2 24 | 2.5% | 1.5% | ||
| Q1 24 | 5.3% | 1.1% |
现金转化率CLFDWEAV
| 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
