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CoreWeave, Inc.（CRWV）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是CoreWeave, Inc.的1.2倍（$1.9B vs $1.6B），Masco净利率更高（11.9% vs -28.7%，领先40.6%）
CoreWeave是总部位于美国新泽西州利文斯顿的人工智能云计算企业，专注为AI开发者及各行业企业客户提供云侧图形处理器（GPU）算力基础设施，同时自主研发芯片管理相关软件。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
CRWV vs MAS — 直观对比
营收规模更大
MAS
是对方的1.2倍
$1.6B
净利率更高
MAS
高出40.6%
-28.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.9B |
| 净利润 | $-451.7M | $228.0M |
| 毛利率 | 67.6% | 35.8% |
| 营业利润率 | -5.7% | 16.5% |
| 净利率 | -28.7% | 11.9% |
| 营收同比 | — | 6.5% |
| 净利润同比 | — | 14.5% |
| 每股收益（稀释后） | $-0.50 | — |
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CRWVMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.6B | $1.8B | ||
| Q3 25 | $1.4B | $1.9B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $981.6M | $1.8B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | $583.9M | $2.0B | ||
| Q2 24 | $395.4M | $2.1B |
净利润CRWVMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $-451.7M | $165.0M | ||
| Q3 25 | $-110.1M | $189.0M | ||
| Q2 25 | $-290.5M | $270.0M | ||
| Q1 25 | $-314.6M | $186.0M | ||
| Q4 24 | — | $182.0M | ||
| Q3 24 | $-359.8M | $167.0M | ||
| Q2 24 | $-323.0M | $258.0M |
毛利率CRWVMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | 67.6% | 33.9% | ||
| Q3 25 | 73.0% | 34.2% | ||
| Q2 25 | 74.2% | 37.6% | ||
| Q1 25 | 73.3% | 35.8% | ||
| Q4 24 | — | 34.8% | ||
| Q3 24 | 75.5% | 36.6% | ||
| Q2 24 | 72.5% | 37.5% |
营业利润率CRWVMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | -5.7% | 13.8% | ||
| Q3 25 | 3.8% | 15.8% | ||
| Q2 25 | 1.6% | 20.1% | ||
| Q1 25 | -2.8% | 15.9% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | 20.1% | 18.0% | ||
| Q2 24 | 19.7% | 19.0% |
净利率CRWVMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | -28.7% | 9.2% | ||
| Q3 25 | -8.1% | 9.9% | ||
| Q2 25 | -24.0% | 13.2% | ||
| Q1 25 | -32.1% | 10.3% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | -61.6% | 8.4% | ||
| Q2 24 | -81.7% | 12.3% |
每股收益（稀释后）CRWVMAS
| Q1 26 | — | — | ||
| Q4 25 | $-0.50 | $0.81 | ||
| Q3 25 | $-0.22 | $0.90 | ||
| Q2 25 | $-0.60 | $1.28 | ||
| Q1 25 | $-1.49 | $0.87 | ||
| Q4 24 | — | $0.85 | ||
| Q3 24 | $-1.82 | $0.77 | ||
| Q2 24 | $-1.62 | $1.17 |
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 | $3.2B | — |
| 总债务越低越好 | $21.4B | $2.9B |
| 股东权益账面价值 | $3.3B | $27.0M |
| 总资产 | $49.3B | $5.2B |
| 负债/权益比越低杠杆越低 | 6.41× | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资CRWVMAS
| Q1 26 | — | — | ||
| Q4 25 | $3.2B | $647.0M | ||
| Q3 25 | $1.9B | $559.0M | ||
| Q2 25 | $1.2B | $390.0M | ||
| Q1 25 | $1.3B | $377.0M | ||
| Q4 24 | — | $634.0M | ||
| Q3 24 | $1.4B | $646.0M | ||
| Q2 24 | $1.0B | $398.0M |
总债务CRWVMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $21.4B | $2.9B | ||
| Q3 25 | $14.0B | — | ||
| Q2 25 | $11.1B | — | ||
| Q1 25 | $8.7B | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CRWVMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $3.3B | $-185.0M | ||
| Q3 25 | $3.9B | $-78.0M | ||
| Q2 25 | $2.7B | $-84.0M | ||
| Q1 25 | $1.9B | $-254.0M | ||
| Q4 24 | — | $-279.0M | ||
| Q3 24 | $-344.0M | $-88.0M | ||
| Q2 24 | $-1.0B | $-26.0M |
总资产CRWVMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $49.3B | $5.2B | ||
| Q3 25 | $32.9B | $5.3B | ||
| Q2 25 | $26.2B | $5.3B | ||
| Q1 25 | $21.9B | $5.1B | ||
| Q4 24 | — | $5.0B | ||
| Q3 24 | — | $5.3B | ||
| Q2 24 | — | $5.4B |
负债/权益比CRWVMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | 6.41× | — | ||
| Q3 25 | 3.62× | — | ||
| Q2 25 | 4.16× | — | ||
| Q1 25 | 4.57× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $1.6B | — |
| 自由现金流经营现金流 - 资本支出 | $-2.5B | — |
| 自由现金流率自由现金流/营收 | -159.1% | — |
| 资本支出强度资本支出/营收 | 258.3% | 1.8% |
| 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 | $-7.3B | — |
8季度趋势，按日历期对齐
经营现金流CRWVMAS
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $418.0M | ||
| Q3 25 | $1.7B | $456.0M | ||
| Q2 25 | $-251.3M | $306.0M | ||
| Q1 25 | $61.2M | $-158.0M | ||
| Q4 24 | — | $407.0M | ||
| Q3 24 | — | $416.0M | ||
| Q2 24 | — | $346.0M |
自由现金流CRWVMAS
| Q1 26 | — | — | ||
| Q4 25 | $-2.5B | $371.0M | ||
| Q3 25 | $-699.8M | $415.0M | ||
| Q2 25 | $-2.7B | $270.0M | ||
| Q1 25 | $-1.3B | $-190.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $378.0M | ||
| Q2 24 | — | $303.0M |
自由现金流率CRWVMAS
| Q1 26 | — | — | ||
| Q4 25 | -159.1% | 20.7% | ||
| Q3 25 | -51.3% | 21.6% | ||
| Q2 25 | -223.0% | 13.2% | ||
| Q1 25 | -137.1% | -10.5% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 19.1% | ||
| Q2 24 | — | 14.5% |
资本支出强度CRWVMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | 258.3% | 2.6% | ||
| Q3 25 | 175.1% | 2.1% | ||
| Q2 25 | 202.3% | 1.8% | ||
| Q1 25 | 143.4% | 1.8% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.1% |
现金转化率CRWVMAS
| Q1 26 | — | — | ||
| Q4 25 | — | 2.53× | ||
| Q3 25 | — | 2.41× | ||
| Q2 25 | — | 1.13× | ||
| Q1 25 | — | -0.85× | ||
| Q4 24 | — | 2.24× | ||
| Q3 24 | — | 2.49× | ||
| Q2 24 | — | 1.34× |
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
CRWV
| US | $1.4B | 92% |
| Non Us | $129.3M | 8% |
MAS
暂无分部数据
