vs
康美（CNMD）与Cloudflare, Inc.（NET）财务数据对比。点击上方公司名可切换其他公司
Cloudflare, Inc.的季度营收约是康美的1.9倍（$614.5M vs $317.0M），康美净利率更高（4.4% vs -2.0%，领先6.3%），Cloudflare, Inc.同比增速更快（33.6% vs -1.3%），过去两年Cloudflare, Inc.的营收复合增速更高（27.4% vs -2.3%）
康美公司是一家上市的美国医疗设备制造商，主营骨科、腹腔镜、普通外科相关医疗器械以及各类患者护理产品，总部现位于佛罗里达州拉戈，2022年7月前设于纽约州尤蒂卡。该品牌秉持以人为本的文化，以助力医疗合作方及其服务的患者为核心使命，在美国和墨西哥都设有生产基地。
Cloudflare是总部位于美国加利福尼亚州旧金山的科技企业，提供内容分发网络（CDN）、云网络安全、DDoS防护等多元互联网服务，同时是ICANN认证的域名注册商。其服务作为网站访客与客户托管服务商之间的反向代理，可有效提升访问性能，抵御恶意流量。
CNMD vs NET — 直观对比
营收规模更大
NET
是对方的1.9倍
$317.0M
营收增速更快
NET
高出34.9%
-1.3%
净利率更高
CNMD
高出6.3%
-2.0%
两年增速更快
NET
近两年复合增速
-2.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.0M | $614.5M |
| 净利润 | $13.8M | $-12.1M |
| 毛利率 | 57.9% | 73.6% |
| 营业利润率 | 8.0% | -8.0% |
| 净利率 | 4.4% | -2.0% |
| 营收同比 | -1.3% | 33.6% |
| 净利润同比 | 129.1% | 6.0% |
| 每股收益（稀释后） | $0.45 | $-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CNMDNET
| Q1 26 | $317.0M | — | ||
| Q4 25 | $373.2M | $614.5M | ||
| Q3 25 | $337.9M | $562.0M | ||
| Q2 25 | $342.3M | $512.3M | ||
| Q1 25 | $321.3M | $479.1M | ||
| Q4 24 | $345.9M | $459.9M | ||
| Q3 24 | $316.7M | $430.1M | ||
| Q2 24 | $332.1M | $401.0M |
净利润CNMDNET
| Q1 26 | $13.8M | — | ||
| Q4 25 | — | $-12.1M | ||
| Q3 25 | $2.9M | $-1.3M | ||
| Q2 25 | $21.4M | $-50.4M | ||
| Q1 25 | $6.0M | $-38.5M | ||
| Q4 24 | — | $-12.8M | ||
| Q3 24 | $49.0M | $-15.3M | ||
| Q2 24 | $30.0M | $-15.1M |
毛利率CNMDNET
| Q1 26 | 57.9% | — | ||
| Q4 25 | 58.5% | 73.6% | ||
| Q3 25 | 49.2% | 74.0% | ||
| Q2 25 | 55.0% | 74.9% | ||
| Q1 25 | 55.3% | 75.9% | ||
| Q4 24 | 57.3% | 76.4% | ||
| Q3 24 | 56.5% | 77.7% | ||
| Q2 24 | 55.3% | 77.8% |
营业利润率CNMDNET
| Q1 26 | 8.0% | — | ||
| Q4 25 | 9.8% | -8.0% | ||
| Q3 25 | 3.5% | -6.7% | ||
| Q2 25 | 11.1% | -13.1% | ||
| Q1 25 | 5.0% | -11.1% | ||
| Q4 24 | 15.2% | -7.5% | ||
| Q3 24 | 20.7% | -7.2% | ||
| Q2 24 | 14.2% | -8.7% |
净利率CNMDNET
| Q1 26 | 4.4% | — | ||
| Q4 25 | — | -2.0% | ||
| Q3 25 | 0.8% | -0.2% | ||
| Q2 25 | 6.3% | -9.8% | ||
| Q1 25 | 1.9% | -8.0% | ||
| Q4 24 | — | -2.8% | ||
| Q3 24 | 15.5% | -3.6% | ||
| Q2 24 | 9.0% | -3.8% |
每股收益（稀释后）CNMDNET
| Q1 26 | $0.45 | — | ||
| Q4 25 | $0.54 | $-0.03 | ||
| Q3 25 | $0.09 | $0.00 | ||
| Q2 25 | $0.69 | $-0.15 | ||
| Q1 25 | $0.19 | $-0.11 | ||
| Q4 24 | $1.09 | $-0.05 | ||
| Q3 24 | $1.57 | $-0.04 | ||
| Q2 24 | $0.96 | $-0.04 |
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 | — | $943.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.5B |
| 总资产 | — | $6.0B |
| 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CNMDNET
| Q1 26 | — | — | ||
| Q4 25 | — | $943.5M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $204.5M | ||
| Q4 24 | — | $147.7M | ||
| Q3 24 | — | $182.9M | ||
| Q2 24 | — | $157.0M |
总债务CNMDNET
| Q1 26 | — | — | ||
| Q4 25 | $834.2M | — | ||
| Q3 25 | $853.0M | — | ||
| Q2 25 | $881.1M | — | ||
| Q1 25 | $891.4M | — | ||
| Q4 24 | $905.1M | — | ||
| Q3 24 | $940.1M | — | ||
| Q2 24 | $965.2M | — |
股东权益CNMDNET
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $1.5B | ||
| Q3 25 | $1.0B | $1.3B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $977.6M | $1.4B | ||
| Q4 24 | $962.7M | $1.0B | ||
| Q3 24 | $932.9M | $973.1M | ||
| Q2 24 | $881.8M | $881.5M |
总资产CNMDNET
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $6.0B | ||
| Q3 25 | $2.3B | $5.8B | ||
| Q2 25 | $2.3B | $5.6B | ||
| Q1 25 | $2.3B | $3.7B | ||
| Q4 24 | $2.3B | $3.3B | ||
| Q3 24 | $2.3B | $3.1B | ||
| Q2 24 | $2.3B | $2.9B |
负债/权益比CNMDNET
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | — | ||
| Q3 25 | 0.85× | — | ||
| Q2 25 | 0.88× | — | ||
| Q1 25 | 0.91× | — | ||
| Q4 24 | 0.94× | — | ||
| Q3 24 | 1.01× | — | ||
| Q2 24 | 1.09× | — |
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 | — | $190.4M |
| 自由现金流经营现金流 - 资本支出 | — | $105.2M |
| 自由现金流率自由现金流/营收 | — | 17.1% |
| 资本支出强度资本支出/营收 | — | 13.9% |
| 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 | — | $287.5M |
8季度趋势，按日历期对齐
经营现金流CNMDNET
| Q1 26 | — | — | ||
| Q4 25 | $46.3M | $190.4M | ||
| Q3 25 | $53.7M | $167.1M | ||
| Q2 25 | $29.1M | $99.8M | ||
| Q1 25 | $41.5M | $145.8M | ||
| Q4 24 | $43.3M | $127.3M | ||
| Q3 24 | $51.2M | $104.7M | ||
| Q2 24 | $43.3M | $74.8M |
自由现金流CNMDNET
| Q1 26 | — | — | ||
| Q4 25 | $41.2M | $105.2M | ||
| Q3 25 | $48.5M | $82.5M | ||
| Q2 25 | $23.4M | $39.9M | ||
| Q1 25 | $37.8M | $59.9M | ||
| Q4 24 | $39.3M | $54.2M | ||
| Q3 24 | $47.8M | $54.5M | ||
| Q2 24 | $39.7M | $45.2M |
自由现金流率CNMDNET
| Q1 26 | — | — | ||
| Q4 25 | 11.0% | 17.1% | ||
| Q3 25 | 14.4% | 14.7% | ||
| Q2 25 | 6.8% | 7.8% | ||
| Q1 25 | 11.8% | 12.5% | ||
| Q4 24 | 11.4% | 11.8% | ||
| Q3 24 | 15.1% | 12.7% | ||
| Q2 24 | 12.0% | 11.3% |
资本支出强度CNMDNET
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 13.9% | ||
| Q3 25 | 1.5% | 15.1% | ||
| Q2 25 | 1.7% | 11.7% | ||
| Q1 25 | 1.2% | 17.9% | ||
| Q4 24 | 1.2% | 15.9% | ||
| Q3 24 | 1.1% | 11.7% | ||
| Q2 24 | 1.1% | 7.4% |
现金转化率CNMDNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 18.78× | — | ||
| Q2 25 | 1.36× | — | ||
| Q1 25 | 6.88× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.05× | — | ||
| Q2 24 | 1.44× | — |
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
CNMD
暂无分部数据
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
