vs
Cricut, Inc.(CRCT)与Velo3D, Inc.(VELO)财务数据对比。点击上方公司名可切换其他公司
Cricut, Inc.的季度营收约是Velo3D, Inc.的21.6倍($203.6M vs $9.4M)。Cricut, Inc.净利率更高(3.8% vs -231.9%,领先235.8%)。Cricut, Inc.同比增速更快(-2.7% vs -25.2%)。过去两年Cricut, Inc.的营收复合增速更高(10.3% vs -1.8%)
Cricut, Inc.是面向家庭手工爱好者的美国品牌,主营计算机控制的切割机产品。这类设备可切割纸张、毛毡、乙烯基、布料,也可加工皮革、纸板、木材等多种材料,是手工创作场景的实用工具。
Velo3D是全球领先的金属3D打印解决方案提供商,主营工业级金属3D打印机、配套专用加工软件及高性能金属材料,主要服务航空航天、国防、能源、半导体等高端制造领域,可生产传统工艺难以实现的复杂高精度金属零部件。
CRCT vs VELO — 直观对比
营收规模更大
CRCT
是对方的21.6倍
$9.4M
营收增速更快
CRCT
高出22.5%
-25.2%
净利率更高
CRCT
高出235.8%
-231.9%
两年增速更快
CRCT
近两年复合增速
-1.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $203.6M | $9.4M |
| 净利润 | $7.8M | $-21.9M |
| 毛利率 | 47.4% | -73.6% |
| 营业利润率 | 6.8% | -231.0% |
| 净利率 | 3.8% | -231.9% |
| 营收同比 | -2.7% | -25.2% |
| 净利润同比 | -34.7% | -2.9% |
| 每股收益(稀释后) | $0.03 | $-0.87 |
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
CRCT
VELO
| Q4 25 | $203.6M | $9.4M | ||
| Q3 25 | $170.4M | $13.6M | ||
| Q2 25 | $172.1M | $13.6M | ||
| Q1 25 | $162.6M | $9.3M | ||
| Q4 24 | $209.3M | $12.6M | ||
| Q3 24 | $167.9M | $8.2M | ||
| Q2 24 | $167.9M | $10.3M | ||
| Q1 24 | $167.4M | $9.8M |
净利润
CRCT
VELO
| Q4 25 | $7.8M | $-21.9M | ||
| Q3 25 | $20.5M | $-11.2M | ||
| Q2 25 | $24.5M | $-13.3M | ||
| Q1 25 | $23.9M | $-25.0M | ||
| Q4 24 | $11.9M | $-21.3M | ||
| Q3 24 | $11.5M | $-21.9M | ||
| Q2 24 | $19.8M | $935.0K | ||
| Q1 24 | $19.6M | $-27.5M |
毛利率
CRCT
VELO
| Q4 25 | 47.4% | -73.6% | ||
| Q3 25 | 55.2% | 3.2% | ||
| Q2 25 | 59.0% | -11.7% | ||
| Q1 25 | 60.5% | 7.5% | ||
| Q4 24 | 44.9% | -3.5% | ||
| Q3 24 | 46.1% | 49.4% | ||
| Q2 24 | 53.5% | -28.0% | ||
| Q1 24 | 54.7% | -28.8% |
营业利润率
CRCT
VELO
| Q4 25 | 6.8% | -231.0% | ||
| Q3 25 | 13.3% | -73.3% | ||
| Q2 25 | 17.5% | -85.4% | ||
| Q1 25 | 18.0% | -123.6% | ||
| Q4 24 | 6.6% | -167.0% | ||
| Q3 24 | 6.3% | -213.8% | ||
| Q2 24 | 15.7% | -187.7% | ||
| Q1 24 | 15.1% | -211.1% |
净利率
CRCT
VELO
| Q4 25 | 3.8% | -231.9% | ||
| Q3 25 | 12.0% | -82.0% | ||
| Q2 25 | 14.2% | -97.7% | ||
| Q1 25 | 14.7% | -268.4% | ||
| Q4 24 | 5.7% | -168.5% | ||
| Q3 24 | 6.8% | -265.3% | ||
| Q2 24 | 11.8% | 9.0% | ||
| Q1 24 | 11.7% | -281.2% |
每股收益(稀释后)
CRCT
VELO
| Q4 25 | $0.03 | $-0.87 | ||
| Q3 25 | $0.10 | $-0.65 | ||
| Q2 25 | $0.11 | $-0.94 | ||
| Q1 25 | $0.11 | $-1.87 | ||
| Q4 24 | $0.06 | $7.06 | ||
| Q3 24 | $0.05 | $-35.52 | ||
| Q2 24 | $0.09 | $1.65 | ||
| Q1 24 | $0.09 | $-55.51 |
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 | $275.6M | $39.0M |
| 总债务越低越好 | — | $31.0M |
| 股东权益账面价值 | $343.6M | $38.2M |
| 总资产 | $580.8M | $105.3M |
| 负债/权益比越低杠杆越低 | — | 0.81× |
8季度趋势,按日历期对齐
现金及短期投资
CRCT
VELO
| Q4 25 | $275.6M | $39.0M | ||
| Q3 25 | $207.1M | $11.8M | ||
| Q2 25 | $376.9M | $854.0K | ||
| Q1 25 | $356.7M | $3.9M | ||
| Q4 24 | $336.9M | $1.2M | ||
| Q3 24 | $246.9M | $1.6M | ||
| Q2 24 | $299.5M | $3.2M | ||
| Q1 24 | $281.7M | $10.9M |
总债务
CRCT
VELO
| Q4 25 | — | $31.0M | ||
| Q3 25 | — | $23.0M | ||
| Q2 25 | — | $22.5M | ||
| Q1 25 | — | $21.7M | ||
| Q4 24 | — | $5.7M | ||
| Q3 24 | — | $32.3M | ||
| Q2 24 | — | $33.5M | ||
| Q1 24 | — | $44.0M |
股东权益
CRCT
VELO
| Q4 25 | $343.6M | $38.2M | ||
| Q3 25 | $358.4M | $29.9M | ||
| Q2 25 | $308.9M | $21.4M | ||
| Q1 25 | $490.2M | $32.8M | ||
| Q4 24 | $466.8M | $39.7M | ||
| Q3 24 | $475.8M | $34.4M | ||
| Q2 24 | $448.5M | $52.1M | ||
| Q1 24 | $552.6M | $45.5M |
总资产
CRCT
VELO
| Q4 25 | $580.8M | $105.3M | ||
| Q3 25 | $564.3M | $93.7M | ||
| Q2 25 | $721.5M | $78.4M | ||
| Q1 25 | $681.7M | $91.3M | ||
| Q4 24 | $693.0M | $89.2M | ||
| Q3 24 | $663.8M | $110.8M | ||
| Q2 24 | $742.1M | $116.7M | ||
| Q1 24 | $723.7M | $136.1M |
负债/权益比
CRCT
VELO
| Q4 25 | — | 0.81× | ||
| Q3 25 | — | 0.77× | ||
| Q2 25 | — | 1.05× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.94× | ||
| Q2 24 | — | 0.64× | ||
| Q1 24 | — | 0.97× |
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 | $82.4M | $-7.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-8.3M |
| 自由现金流率自由现金流/营收 | — | -88.3% |
| 资本支出强度资本支出/营收 | — | 6.4% |
| 现金转化率经营现金流/净利润 | 10.58× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
CRCT
VELO
| Q4 25 | $82.4M | $-7.7M | ||
| Q3 25 | $20.5M | $-6.0M | ||
| Q2 25 | $36.2M | $-1.2M | ||
| Q1 25 | $61.2M | $-12.3M | ||
| Q4 24 | $103.1M | $-2.2M | ||
| Q3 24 | $70.2M | $-2.0M | ||
| Q2 24 | $35.0M | $-8.0M | ||
| Q1 24 | $56.7M | $-20.5M |
自由现金流
CRCT
VELO
| Q4 25 | — | $-8.3M | ||
| Q3 25 | — | $-6.3M | ||
| Q2 25 | — | $-3.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $-2.2M | ||
| Q3 24 | — | $-2.0M | ||
| Q2 24 | — | $-8.0M | ||
| Q1 24 | — | $-20.5M |
自由现金流率
CRCT
VELO
| Q4 25 | — | -88.3% | ||
| Q3 25 | — | -46.5% | ||
| Q2 25 | — | -22.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -17.7% | ||
| Q3 24 | — | -24.2% | ||
| Q2 24 | — | -77.1% | ||
| Q1 24 | — | -209.8% |
资本支出强度
CRCT
VELO
| Q4 25 | — | 6.4% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | 13.3% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 0.0% | ||
| Q1 24 | — | 0.1% |
现金转化率
CRCT
VELO
| Q4 25 | 10.58× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 2.56× | — | ||
| Q4 24 | 8.64× | — | ||
| Q3 24 | 6.11× | — | ||
| Q2 24 | 1.77× | -8.52× | ||
| Q1 24 | 2.89× | — |
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
CRCT
| Platform | $83.9M | 41% |
| Connected Machines | $65.2M | 32% |
| Accessories And Materials | $54.4M | 27% |
VELO
暂无分部数据