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Copart（CPRT）与Cloudflare, Inc.（NET）财务数据对比。点击上方公司名可切换其他公司
Copart的季度营收约是Cloudflare, Inc.的1.9倍（$1.2B vs $614.5M），Copart净利率更高（35.0% vs -2.0%，领先36.9%），Cloudflare, Inc.同比增速更快（33.6% vs 0.7%），Copart自由现金流更多（$427.2M vs $105.2M），过去两年Cloudflare, Inc.的营收复合增速更高（27.4% vs 6.4%）
Copart是一家跨国在线车辆拍卖及再营销服务提供商，服务保险、租车、车队、金融公司等各类汽车经销商，业务覆盖美国、加拿大、英国、德国等11个国家。总部位于美国得克萨斯州达拉斯，拥有200多处实体网点，运营总面积超1万英亩的车辆存放场地。
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。
CPRT vs NET — 直观对比
营收规模更大
CPRT
是对方的1.9倍
$614.5M
营收增速更快
NET
高出32.9%
0.7%
净利率更高
CPRT
高出36.9%
-2.0%
自由现金流更多
CPRT
多$322.0M
$105.2M
两年增速更快
NET
近两年复合增速
6.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $614.5M |
| 净利润 | $403.7M | $-12.1M |
| 毛利率 | — | 73.6% |
| 营业利润率 | 37.3% | -8.0% |
| 净利率 | 35.0% | -2.0% |
| 营收同比 | 0.7% | 33.6% |
| 净利润同比 | 11.5% | 6.0% |
| 每股收益（稀释后） | $0.41 | $-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CPRTNET
| Q4 25 | $1.2B | $614.5M | ||
| Q3 25 | $1.1B | $562.0M | ||
| Q2 25 | $1.2B | $512.3M | ||
| Q1 25 | $1.2B | $479.1M | ||
| Q4 24 | $1.1B | $459.9M | ||
| Q3 24 | $1.1B | $430.1M | ||
| Q2 24 | $1.1B | $401.0M | ||
| Q1 24 | $1.0B | $378.6M |
净利润CPRTNET
| Q4 25 | $403.7M | $-12.1M | ||
| Q3 25 | $396.4M | $-1.3M | ||
| Q2 25 | $406.6M | $-50.4M | ||
| Q1 25 | $387.4M | $-38.5M | ||
| Q4 24 | $362.1M | $-12.8M | ||
| Q3 24 | $322.6M | $-15.3M | ||
| Q2 24 | $382.3M | $-15.1M | ||
| Q1 24 | $325.6M | $-35.5M |
毛利率CPRTNET
| Q4 25 | — | 73.6% | ||
| Q3 25 | — | 74.0% | ||
| Q2 25 | — | 74.9% | ||
| Q1 25 | — | 75.9% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% | ||
| Q1 24 | — | 77.5% |
营业利润率CPRTNET
| Q4 25 | 37.3% | -8.0% | ||
| Q3 25 | 36.7% | -6.7% | ||
| Q2 25 | 37.3% | -13.1% | ||
| Q1 25 | 36.6% | -11.1% | ||
| Q4 24 | 35.4% | -7.5% | ||
| Q3 24 | 33.6% | -7.2% | ||
| Q2 24 | 38.8% | -8.7% | ||
| Q1 24 | 37.2% | -14.4% |
净利率CPRTNET
| Q4 25 | 35.0% | -2.0% | ||
| Q3 25 | 35.2% | -0.2% | ||
| Q2 25 | 33.6% | -9.8% | ||
| Q1 25 | 33.3% | -8.0% | ||
| Q4 24 | 31.6% | -2.8% | ||
| Q3 24 | 30.2% | -3.6% | ||
| Q2 24 | 33.9% | -3.8% | ||
| Q1 24 | 31.9% | -9.4% |
每股收益（稀释后）CPRTNET
| Q4 25 | $0.41 | $-0.03 | ||
| Q3 25 | $0.40 | $0.00 | ||
| Q2 25 | $0.42 | $-0.15 | ||
| Q1 25 | $0.40 | $-0.11 | ||
| Q4 24 | $0.37 | $-0.05 | ||
| Q3 24 | $0.34 | $-0.04 | ||
| Q2 24 | $0.39 | $-0.04 | ||
| Q1 24 | $0.33 | $-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 | — | $943.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.6B | $1.5B |
| 总资产 | $10.6B | $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CPRTNET
| 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 | ||
| Q1 24 | — | $254.4M |
总债务CPRTNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $427.0K | — | ||
| Q1 24 | $453.0K | — |
股东权益CPRTNET
| Q4 25 | $9.6B | $1.5B | ||
| Q3 25 | $9.2B | $1.3B | ||
| Q2 25 | $8.8B | $1.2B | ||
| Q1 25 | $8.3B | $1.4B | ||
| Q4 24 | $7.9B | $1.0B | ||
| Q3 24 | $7.5B | $973.1M | ||
| Q2 24 | $7.2B | $881.5M | ||
| Q1 24 | $6.8B | $797.2M |
总资产CPRTNET
| Q4 25 | $10.6B | $6.0B | ||
| Q3 25 | $10.1B | $5.8B | ||
| Q2 25 | $9.7B | $5.6B | ||
| Q1 25 | $9.2B | $3.7B | ||
| Q4 24 | $8.9B | $3.3B | ||
| Q3 24 | $8.4B | $3.1B | ||
| Q2 24 | $8.0B | $2.9B | ||
| Q1 24 | $7.6B | $2.8B |
负债/权益比CPRTNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — | ||
| Q1 24 | 0.00× | — |
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 | $535.3M | $190.4M |
| 自由现金流经营现金流 - 资本支出 | $427.2M | $105.2M |
| 自由现金流率自由现金流/营收 | 37.0% | 17.1% |
| 资本支出强度资本支出/营收 | 9.4% | 13.9% |
| 现金转化率经营现金流/净利润 | 1.33× | — |
| 过去12个月自由现金流最近4个季度 | $1.4B | $287.5M |
8季度趋势，按日历期对齐
经营现金流CPRTNET
| Q4 25 | $535.3M | $190.4M | ||
| Q3 25 | $438.5M | $167.1M | ||
| Q2 25 | $700.9M | $99.8M | ||
| Q1 25 | $178.1M | $145.8M | ||
| Q4 24 | $482.3M | $127.3M | ||
| Q3 24 | $439.2M | $104.7M | ||
| Q2 24 | $496.3M | $74.8M | ||
| Q1 24 | $161.8M | $73.6M |
自由现金流CPRTNET
| Q4 25 | $427.2M | $105.2M | ||
| Q3 25 | $350.8M | $82.5M | ||
| Q2 25 | $572.9M | $39.9M | ||
| Q1 25 | $61.5M | $59.9M | ||
| Q4 24 | $245.5M | $54.2M | ||
| Q3 24 | $301.3M | $54.5M | ||
| Q2 24 | $408.5M | $45.2M | ||
| Q1 24 | $38.8M | $41.5M |
自由现金流率CPRTNET
| Q4 25 | 37.0% | 17.1% | ||
| Q3 25 | 31.2% | 14.7% | ||
| Q2 25 | 47.3% | 7.8% | ||
| Q1 25 | 5.3% | 12.5% | ||
| Q4 24 | 21.4% | 11.8% | ||
| Q3 24 | 28.2% | 12.7% | ||
| Q2 24 | 36.2% | 11.3% | ||
| Q1 24 | 3.8% | 11.0% |
资本支出强度CPRTNET
| Q4 25 | 9.4% | 13.9% | ||
| Q3 25 | 7.8% | 15.1% | ||
| Q2 25 | 10.6% | 11.7% | ||
| Q1 25 | 10.0% | 17.9% | ||
| Q4 24 | 20.6% | 15.9% | ||
| Q3 24 | 12.9% | 11.7% | ||
| Q2 24 | 7.8% | 7.4% | ||
| Q1 24 | 12.1% | 8.5% |
现金转化率CPRTNET
| Q4 25 | 1.33× | — | ||
| Q3 25 | 1.11× | — | ||
| Q2 25 | 1.72× | — | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | 1.33× | — | ||
| Q3 24 | 1.36× | — | ||
| Q2 24 | 1.30× | — | ||
| Q1 24 | 0.50× | — |
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
CPRT
| Services | $952.1M | 82% |
| Other | $203.0M | 18% |
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
