vs
Clearwater Paper Corp(CLW)与BOSTON BEER CO INC(SAM)财务数据对比。点击上方公司名可切换其他公司
BOSTON BEER CO INC的季度营收约是Clearwater Paper Corp的1.3倍($461.6M vs $360.3M),BOSTON BEER CO INC同比增速更快(-4.1% vs -4.7%),过去两年Clearwater Paper Corp的营收复合增速更高(2.3% vs -10.7%)
净水纸业公司是美国的一家纸浆与纸板制造商,总部位于华盛顿州斯波坎。公司于2008年12月9日从波特拉奇公司分拆设立,专注于纸浆及纸板产品的研发生产与销售,是北美地区该领域颇具影响力的生产企业。
波士顿啤酒公司是美国知名酿酒企业,1984年由吉姆·科赫与朗达·卡尔曼联合创立。旗下首款产品以美国开国元勋、独立运动先驱塞缪尔·亚当斯命名,后续陆续推出多个自有品牌,2019年正式完成与角鲨头酿酒厂的合并,是北美精酿啤酒行业的核心参与者之一。
CLW vs SAM — 直观对比
营收规模更大
SAM
是对方的1.3倍
$360.3M
营收增速更快
SAM
高出0.6%
-4.7%
两年增速更快
CLW
近两年复合增速
-10.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $360.3M | $461.6M |
| 净利润 | $-12.8M | — |
| 毛利率 | -0.2% | 46.4% |
| 营业利润率 | — | 12.4% |
| 净利率 | -3.6% | — |
| 营收同比 | -4.7% | -4.1% |
| 净利润同比 | -103.2% | — |
| 每股收益(稀释后) | — | $2.16 |
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
CLW
SAM
| Q1 26 | $360.3M | $461.6M | ||
| Q4 25 | $386.4M | $385.7M | ||
| Q3 25 | $399.0M | $537.5M | ||
| Q2 25 | $391.8M | $587.9M | ||
| Q1 25 | $378.2M | $453.9M | ||
| Q4 24 | $387.1M | $402.3M | ||
| Q3 24 | $393.3M | $605.5M | ||
| Q2 24 | $344.4M | $579.1M |
净利润
CLW
SAM
| Q1 26 | $-12.8M | — | ||
| Q4 25 | $38.3M | $-22.5M | ||
| Q3 25 | $-53.3M | $46.2M | ||
| Q2 25 | $2.7M | $60.4M | ||
| Q1 25 | $-6.3M | $24.4M | ||
| Q4 24 | $199.1M | $-38.8M | ||
| Q3 24 | $5.8M | $33.5M | ||
| Q2 24 | $-25.8M | $52.3M |
毛利率
CLW
SAM
| Q1 26 | -0.2% | 46.4% | ||
| Q4 25 | 4.5% | 43.5% | ||
| Q3 25 | 4.7% | 50.8% | ||
| Q2 25 | 11.0% | 49.8% | ||
| Q1 25 | 9.7% | 48.3% | ||
| Q4 24 | 3.8% | 39.9% | ||
| Q3 24 | 7.7% | 46.3% | ||
| Q2 24 | -0.6% | 46.0% |
营业利润率
CLW
SAM
| Q1 26 | — | 12.4% | ||
| Q4 25 | 1.9% | -8.6% | ||
| Q3 25 | -13.9% | 11.5% | ||
| Q2 25 | 2.5% | 14.0% | ||
| Q1 25 | -1.1% | 7.4% | ||
| Q4 24 | -4.0% | -13.9% | ||
| Q3 24 | -0.3% | 7.6% | ||
| Q2 24 | -13.6% | 12.2% |
净利率
CLW
SAM
| Q1 26 | -3.6% | — | ||
| Q4 25 | 9.9% | -5.8% | ||
| Q3 25 | -13.4% | 8.6% | ||
| Q2 25 | 0.7% | 10.3% | ||
| Q1 25 | -1.7% | 5.4% | ||
| Q4 24 | 51.4% | -9.6% | ||
| Q3 24 | 1.5% | 5.5% | ||
| Q2 24 | -7.5% | 9.0% |
每股收益(稀释后)
CLW
SAM
| Q1 26 | — | $2.16 | ||
| Q4 25 | $2.36 | $-1.97 | ||
| Q3 25 | $-3.30 | $4.25 | ||
| Q2 25 | $0.17 | $5.45 | ||
| Q1 25 | $-0.38 | $2.16 | ||
| Q4 24 | $11.87 | $-3.23 | ||
| Q3 24 | $0.35 | $2.86 | ||
| Q2 24 | $-1.55 | $4.39 |
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 | $36.5M | $164.1M |
| 总债务越低越好 | $361.1M | — |
| 股东权益账面价值 | $813.8M | $682.6M |
| 总资产 | $1.6B | $1.2B |
| 负债/权益比越低杠杆越低 | 0.44× | — |
8季度趋势,按日历期对齐
现金及短期投资
CLW
SAM
| Q1 26 | $36.5M | $164.1M | ||
| Q4 25 | $30.7M | $223.4M | ||
| Q3 25 | $34.4M | $250.5M | ||
| Q2 25 | $46.7M | $212.4M | ||
| Q1 25 | $44.0M | $152.5M | ||
| Q4 24 | $79.6M | $211.8M | ||
| Q3 24 | $35.5M | $255.6M | ||
| Q2 24 | $39.6M | $219.3M |
总债务
CLW
SAM
| Q1 26 | $361.1M | — | ||
| Q4 25 | $346.8M | — | ||
| Q3 25 | $337.0M | — | ||
| Q2 25 | $330.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $283.4M | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — |
股东权益
CLW
SAM
| Q1 26 | $813.8M | $682.6M | ||
| Q4 25 | $825.3M | $846.3M | ||
| Q3 25 | $783.0M | $911.0M | ||
| Q2 25 | $836.8M | $912.3M | ||
| Q1 25 | $836.6M | $897.0M | ||
| Q4 24 | $854.6M | $916.2M | ||
| Q3 24 | $664.6M | $1.0B | ||
| Q2 24 | $658.6M | $1.0B |
总资产
CLW
SAM
| Q1 26 | $1.6B | $1.2B | ||
| Q4 25 | $1.6B | $1.2B | ||
| Q3 25 | $1.6B | $1.2B | ||
| Q2 25 | $1.6B | $1.3B | ||
| Q1 25 | $1.6B | $1.2B | ||
| Q4 24 | $1.7B | $1.3B | ||
| Q3 24 | $2.5B | $1.4B | ||
| Q2 24 | $2.5B | $1.4B |
负债/权益比
CLW
SAM
| Q1 26 | 0.44× | — | ||
| Q4 25 | 0.42× | — | ||
| Q3 25 | 0.43× | — | ||
| Q2 25 | 0.39× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.33× | — | ||
| Q3 24 | 1.73× | — | ||
| Q2 24 | 1.74× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图