vs
科睿唯安（CLVT）与力特（LFUS）财务数据对比。点击上方公司名可切换其他公司
力特的季度营收约是科睿唯安的1.0倍（$593.9M vs $585.5M），科睿唯安净利率更高（-6.9% vs -40.8%，领先33.9%），力特同比增速更快（12.2% vs -1.4%），力特自由现金流更多（$119.7M vs $78.9M），过去两年力特的营收复合增速更高（5.3% 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。
力特是全球领先的电路保护、传感及控制组件制造商，主营保险丝、半导体保护器件、功率开关、传感器、断路器等产品，服务汽车、工业电子、消费电子、通信及可再生能源等领域，为全球客户提供提升设备安全可靠性的解决方案。
CLVT vs LFUS — 直观对比
营收规模更大
LFUS
是对方的1.0倍
$585.5M
营收增速更快
LFUS
高出13.5%
-1.4%
净利率更高
CLVT
高出33.9%
-40.8%
自由现金流更多
LFUS
多$40.8M
$78.9M
两年增速更快
LFUS
近两年复合增速
-5.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $585.5M | $593.9M |
| 净利润 | $-40.2M | $-242.1M |
| 毛利率 | 67.2% | 38.0% |
| 营业利润率 | — | -37.5% |
| 净利率 | -6.9% | -40.8% |
| 营收同比 | -1.4% | 12.2% |
| 净利润同比 | -163.1% | -367.6% |
| 每股收益（稀释后） | $-0.06 | $-9.71 |
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CLVTLFUS
| Q1 26 | $585.5M | — | ||
| Q4 25 | $617.0M | $593.9M | ||
| Q3 25 | $623.1M | $624.6M | ||
| Q2 25 | $621.4M | $613.4M | ||
| Q1 25 | $593.7M | $554.3M | ||
| Q4 24 | $663.0M | $529.5M | ||
| Q3 24 | $622.2M | $567.4M | ||
| Q2 24 | $650.3M | $558.5M |
净利润CLVTLFUS
| Q1 26 | $-40.2M | — | ||
| Q4 25 | $3.1M | $-242.1M | ||
| Q3 25 | $-28.3M | $69.5M | ||
| Q2 25 | $-72.0M | $57.3M | ||
| Q1 25 | $-103.9M | $43.6M | ||
| Q4 24 | $-191.8M | $-51.8M | ||
| Q3 24 | $-65.6M | $58.1M | ||
| Q2 24 | $-304.3M | $45.5M |
毛利率CLVTLFUS
| Q1 26 | 67.2% | — | ||
| Q4 25 | 66.8% | 38.0% | ||
| Q3 25 | 65.0% | 38.6% | ||
| Q2 25 | 67.2% | 37.8% | ||
| Q1 25 | 65.1% | 37.4% | ||
| Q4 24 | 65.7% | 33.4% | ||
| Q3 24 | 66.2% | 38.1% | ||
| Q2 24 | 67.2% | 37.1% |
营业利润率CLVTLFUS
| Q1 26 | — | — | ||
| Q4 25 | 6.7% | -37.5% | ||
| Q3 25 | 7.1% | 15.6% | ||
| Q2 25 | 1.1% | 15.1% | ||
| Q1 25 | -3.5% | 12.7% | ||
| Q4 24 | -9.4% | -9.3% | ||
| Q3 24 | 3.5% | 15.5% | ||
| Q2 24 | -36.9% | 11.7% |
净利率CLVTLFUS
| Q1 26 | -6.9% | — | ||
| Q4 25 | 0.5% | -40.8% | ||
| Q3 25 | -4.5% | 11.1% | ||
| Q2 25 | -11.6% | 9.3% | ||
| Q1 25 | -17.5% | 7.9% | ||
| Q4 24 | -28.9% | -9.8% | ||
| Q3 24 | -10.5% | 10.2% | ||
| Q2 24 | -46.8% | 8.1% |
每股收益（稀释后）CLVTLFUS
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $0.00 | $-9.71 | ||
| Q3 25 | $-0.04 | $2.77 | ||
| Q2 25 | $-0.11 | $2.30 | ||
| Q1 25 | $-0.15 | $1.75 | ||
| Q4 24 | $-0.27 | $-2.07 | ||
| Q3 24 | $-0.09 | $2.32 | ||
| Q2 24 | $-0.46 | $1.82 |
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 | — | $563.7M |
| 总债务越低越好 | $4.3B | $802.6M |
| 股东权益账面价值 | $4.8B | $2.4B |
| 总资产 | $10.9B | $4.0B |
| 负债/权益比越低杠杆越低 | 0.89× | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资CLVTLFUS
| Q1 26 | — | — | ||
| Q4 25 | $329.2M | $563.7M | ||
| Q3 25 | $318.7M | $815.0M | ||
| Q2 25 | $362.6M | $685.5M | ||
| Q1 25 | $354.0M | $619.7M | ||
| Q4 24 | $295.2M | $725.9M | ||
| Q3 24 | $388.5M | $630.7M | ||
| Q2 24 | $376.4M | $562.7M |
总债务CLVTLFUS
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $802.6M | ||
| Q3 25 | $4.4B | $805.8M | ||
| Q2 25 | $4.5B | $810.2M | ||
| Q1 25 | $4.5B | $805.7M | ||
| Q4 24 | $4.5B | $856.1M | ||
| Q3 24 | $4.6B | $867.7M | ||
| Q2 24 | $4.6B | $863.5M |
股东权益CLVTLFUS
| Q1 26 | $4.8B | — | ||
| Q4 25 | $4.8B | $2.4B | ||
| Q3 25 | $4.9B | $2.7B | ||
| Q2 25 | $5.0B | $2.6B | ||
| Q1 25 | $5.0B | $2.5B | ||
| Q4 24 | $5.1B | $2.4B | ||
| Q3 24 | $5.5B | $2.6B | ||
| Q2 24 | $5.6B | $2.5B |
总资产CLVTLFUS
| Q1 26 | $10.9B | — | ||
| Q4 25 | $11.1B | $4.0B | ||
| Q3 25 | $11.2B | $4.2B | ||
| Q2 25 | $11.4B | $4.1B | ||
| Q1 25 | $11.5B | $3.9B | ||
| Q4 24 | $11.5B | $3.9B | ||
| Q3 24 | $12.0B | $4.1B | ||
| Q2 24 | $12.1B | $3.9B |
负债/权益比CLVTLFUS
| Q1 26 | 0.89× | — | ||
| Q4 25 | 0.89× | 0.33× | ||
| Q3 25 | 0.90× | 0.30× | ||
| Q2 25 | 0.90× | 0.31× | ||
| Q1 25 | 0.90× | 0.33× | ||
| Q4 24 | 0.88× | 0.35× | ||
| Q3 24 | 0.84× | 0.34× | ||
| Q2 24 | 0.83× | 0.35× |
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 | $138.7M |
| 自由现金流经营现金流 - 资本支出 | $78.9M | $119.7M |
| 自由现金流率自由现金流/营收 | 13.5% | 20.2% |
| 资本支出强度资本支出/营收 | 9.5% | 3.2% |
| 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 | $333.9M | $366.1M |
8季度趋势，按日历期对齐
经营现金流CLVTLFUS
| Q1 26 | $134.7M | — | ||
| Q4 25 | $159.9M | $138.7M | ||
| Q3 25 | $181.1M | $146.9M | ||
| Q2 25 | $116.3M | $82.5M | ||
| Q1 25 | $171.2M | $65.8M | ||
| Q4 24 | $141.3M | $160.6M | ||
| Q3 24 | $202.9M | $80.4M | ||
| Q2 24 | $126.2M | $69.4M |
自由现金流CLVTLFUS
| Q1 26 | $78.9M | — | ||
| Q4 25 | $89.2M | $119.7M | ||
| Q3 25 | $115.5M | $131.2M | ||
| Q2 25 | $50.3M | $72.6M | ||
| Q1 25 | $110.3M | $42.7M | ||
| Q4 24 | $59.1M | $134.8M | ||
| Q3 24 | $126.3M | $65.0M | ||
| Q2 24 | $60.3M | $50.3M |
自由现金流率CLVTLFUS
| Q1 26 | 13.5% | — | ||
| Q4 25 | 14.5% | 20.2% | ||
| Q3 25 | 18.5% | 21.0% | ||
| Q2 25 | 8.1% | 11.8% | ||
| Q1 25 | 18.6% | 7.7% | ||
| Q4 24 | 8.9% | 25.5% | ||
| Q3 24 | 20.3% | 11.5% | ||
| Q2 24 | 9.3% | 9.0% |
资本支出强度CLVTLFUS
| Q1 26 | 9.5% | — | ||
| Q4 25 | 11.5% | 3.2% | ||
| Q3 25 | 10.5% | 2.5% | ||
| Q2 25 | 10.6% | 1.6% | ||
| Q1 25 | 10.3% | 4.2% | ||
| Q4 24 | 12.4% | 4.9% | ||
| Q3 24 | 12.3% | 2.7% | ||
| Q2 24 | 10.1% | 3.4% |
现金转化率CLVTLFUS
| Q1 26 | — | — | ||
| Q4 25 | 51.58× | — | ||
| Q3 25 | — | 2.11× | ||
| Q2 25 | — | 1.44× | ||
| Q1 25 | — | 1.51× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.39× | ||
| Q2 24 | — | 1.53× |
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% |
LFUS
| Electronics Passive Products And Sensors | $174.9M | 29% |
| Electronics Semiconductor | $170.3M | 29% |
| Industrial Products | $85.0M | 14% |
| Commercial Vehicle Products | $76.2M | 13% |
| Passenger Car Products | $72.8M | 12% |
| Automotive Sensors | $14.7M | 2% |
| Dortmund Fab | $12.5M | 2% |
