vs
科睿唯安（CLVT）与Fabrinet（FN）财务数据对比。点击上方公司名可切换其他公司
Fabrinet的季度营收约是科睿唯安的1.9倍（$1.1B vs $585.5M），Fabrinet净利率更高（9.9% vs -6.9%，领先16.8%），Fabrinet同比增速更快（35.9% vs -1.4%），科睿唯安自由现金流更多（$78.9M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs -5.1%）
科睿唯安是一家英美合资的上市分析服务企业，主要提供订阅制信息服务，覆盖文献计量、科学计量、商业与市场情报领域，同时为医药、生物科技行业提供专利、监管合规相关的竞争分析，也提供商标保护、域名与品牌保护服务，旗下Web of Science产品系列还负责计算学术期刊的影响因子。
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
CLVT vs FN — 直观对比
营收规模更大
FN
是对方的1.9倍
$585.5M
营收增速更快
FN
高出37.3%
-1.4%
净利率更高
FN
高出16.8%
-6.9%
自由现金流更多
CLVT
多$84.2M
$-5.3M
两年增速更快
FN
近两年复合增速
-5.1%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $585.5M | $1.1B |
| 净利润 | $-40.2M | $112.6M |
| 毛利率 | 67.2% | 12.2% |
| 营业利润率 | 5.2% | 10.1% |
| 净利率 | -6.9% | 9.9% |
| 营收同比 | -1.4% | 35.9% |
| 净利润同比 | 61.3% | 30.0% |
| 每股收益（稀释后） | $-0.06 | $3.11 |
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CLVTFN
| Q1 26 | $585.5M | — | ||
| Q4 25 | $617.0M | $1.1B | ||
| Q3 25 | $623.1M | $978.1M | ||
| Q2 25 | $621.4M | $909.7M | ||
| Q1 25 | $593.7M | $871.8M | ||
| Q4 24 | $663.0M | $833.6M | ||
| Q3 24 | $622.2M | $804.2M | ||
| Q2 24 | $650.3M | $753.3M |
净利润CLVTFN
| Q1 26 | $-40.2M | — | ||
| Q4 25 | $3.1M | $112.6M | ||
| Q3 25 | $-28.3M | $95.9M | ||
| Q2 25 | $-72.0M | $87.2M | ||
| Q1 25 | $-103.9M | $81.3M | ||
| Q4 24 | $-191.8M | $86.6M | ||
| Q3 24 | $-65.6M | $77.4M | ||
| Q2 24 | $-304.3M | $81.1M |
毛利率CLVTFN
| Q1 26 | 67.2% | — | ||
| Q4 25 | 66.8% | 12.2% | ||
| Q3 25 | 65.0% | 11.9% | ||
| Q2 25 | 67.2% | 12.2% | ||
| Q1 25 | 65.1% | 11.7% | ||
| Q4 24 | 65.7% | 12.1% | ||
| Q3 24 | 66.2% | 12.3% | ||
| Q2 24 | 67.2% | 12.3% |
营业利润率CLVTFN
| Q1 26 | 5.2% | — | ||
| Q4 25 | 6.7% | 10.1% | ||
| Q3 25 | 7.1% | 9.6% | ||
| Q2 25 | 1.1% | 9.8% | ||
| Q1 25 | -3.5% | 9.0% | ||
| Q4 24 | -9.4% | 9.5% | ||
| Q3 24 | 3.5% | 9.6% | ||
| Q2 24 | -36.9% | 9.7% |
净利率CLVTFN
| Q1 26 | -6.9% | — | ||
| Q4 25 | 0.5% | 9.9% | ||
| Q3 25 | -4.5% | 9.8% | ||
| Q2 25 | -11.6% | 9.6% | ||
| Q1 25 | -17.5% | 9.3% | ||
| Q4 24 | -28.9% | 10.4% | ||
| Q3 24 | -10.5% | 9.6% | ||
| Q2 24 | -46.8% | 10.8% |
每股收益（稀释后）CLVTFN
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $0.00 | $3.11 | ||
| Q3 25 | $-0.04 | $2.66 | ||
| Q2 25 | $-0.11 | $2.41 | ||
| Q1 25 | $-0.15 | $2.25 | ||
| Q4 24 | $-0.27 | $2.38 | ||
| Q3 24 | $-0.09 | $2.13 | ||
| Q2 24 | $-0.46 | $2.22 |
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 | — | $960.8M |
| 总债务越低越好 | $4.3B | — |
| 股东权益账面价值 | $4.8B | $2.2B |
| 总资产 | $10.9B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.89× | — |
8季度趋势，按日历期对齐
现金及短期投资CLVTFN
| Q1 26 | — | — | ||
| Q4 25 | $329.2M | $960.8M | ||
| Q3 25 | $318.7M | $968.8M | ||
| Q2 25 | $362.6M | $934.2M | ||
| Q1 25 | $354.0M | $950.7M | ||
| Q4 24 | $295.2M | $934.6M | ||
| Q3 24 | $388.5M | $908.9M | ||
| Q2 24 | $376.4M | $858.6M |
总债务CLVTFN
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | — | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.5B | — | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $4.6B | — |
股东权益CLVTFN
| Q1 26 | $4.8B | — | ||
| Q4 25 | $4.8B | $2.2B | ||
| Q3 25 | $4.9B | $2.1B | ||
| Q2 25 | $5.0B | $2.0B | ||
| Q1 25 | $5.0B | $1.9B | ||
| Q4 24 | $5.1B | $1.8B | ||
| Q3 24 | $5.5B | $1.8B | ||
| Q2 24 | $5.6B | $1.7B |
总资产CLVTFN
| Q1 26 | $10.9B | — | ||
| Q4 25 | $11.1B | $3.3B | ||
| Q3 25 | $11.2B | $3.0B | ||
| Q2 25 | $11.4B | $2.8B | ||
| Q1 25 | $11.5B | $2.6B | ||
| Q4 24 | $11.5B | $2.5B | ||
| Q3 24 | $12.0B | $2.4B | ||
| Q2 24 | $12.1B | $2.3B |
负债/权益比CLVTFN
| Q1 26 | 0.89× | — | ||
| Q4 25 | 0.89× | — | ||
| Q3 25 | 0.90× | — | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | 0.90× | — | ||
| Q4 24 | 0.88× | — | ||
| Q3 24 | 0.84× | — | ||
| Q2 24 | 0.83× | — |
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 | $134.7M | $46.3M |
| 自由现金流经营现金流 - 资本支出 | $78.9M | $-5.3M |
| 自由现金流率自由现金流/营收 | 13.5% | -0.5% |
| 资本支出强度资本支出/营收 | 9.5% | 4.6% |
| 现金转化率经营现金流/净利润 | — | 0.41× |
| 过去12个月自由现金流最近4个季度 | $333.9M | $102.3M |
8季度趋势，按日历期对齐
经营现金流CLVTFN
| Q1 26 | $134.7M | — | ||
| Q4 25 | $159.9M | $46.3M | ||
| Q3 25 | $181.1M | $102.6M | ||
| Q2 25 | $116.3M | $55.1M | ||
| Q1 25 | $171.2M | $74.2M | ||
| Q4 24 | $141.3M | $115.9M | ||
| Q3 24 | $202.9M | $83.2M | ||
| Q2 24 | $126.2M | $83.1M |
自由现金流CLVTFN
| Q1 26 | $78.9M | — | ||
| Q4 25 | $89.2M | $-5.3M | ||
| Q3 25 | $115.5M | $57.3M | ||
| Q2 25 | $50.3M | $4.7M | ||
| Q1 25 | $110.3M | $45.7M | ||
| Q4 24 | $59.1M | $94.0M | ||
| Q3 24 | $126.3M | $62.9M | ||
| Q2 24 | $60.3M | $70.4M |
自由现金流率CLVTFN
| Q1 26 | 13.5% | — | ||
| Q4 25 | 14.5% | -0.5% | ||
| Q3 25 | 18.5% | 5.9% | ||
| Q2 25 | 8.1% | 0.5% | ||
| Q1 25 | 18.6% | 5.2% | ||
| Q4 24 | 8.9% | 11.3% | ||
| Q3 24 | 20.3% | 7.8% | ||
| Q2 24 | 9.3% | 9.3% |
资本支出强度CLVTFN
| Q1 26 | 9.5% | — | ||
| Q4 25 | 11.5% | 4.6% | ||
| Q3 25 | 10.5% | 4.6% | ||
| Q2 25 | 10.6% | 5.5% | ||
| Q1 25 | 10.3% | 3.3% | ||
| Q4 24 | 12.4% | 2.6% | ||
| Q3 24 | 12.3% | 2.5% | ||
| Q2 24 | 10.1% | 1.7% |
现金转化率CLVTFN
| Q1 26 | — | — | ||
| Q4 25 | 51.58× | 0.41× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | — | 1.07× | ||
| Q2 24 | — | 1.02× |
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
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
