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CAVCO INDUSTRIES, INC.（CVCO）与Global-E Online Ltd.（GLBE）财务数据对比。点击上方公司名可切换其他公司
Global-E Online Ltd.的季度营收约是CAVCO INDUSTRIES, INC.的1.1倍（$625.5M vs $581.0M），CAVCO INDUSTRIES, INC.净利率更高（7.6% vs 0.9%，领先6.7%）
Cavco工业是总部位于美国亚利桑那州凤凰城的制造企业，主营模块化住宅、休闲房车、度假木屋及预制房屋产品，在美国各地布局有完善的制造工厂与零售门店网络，可满足多元居住及休闲场景的使用需求。
Global-E Online Ltd.是全球领先的跨境电商赋能平台，为直面消费者品牌及零售企业提供一站式跨境销售解决方案，覆盖本地化支付、清关、物流协调、税费核算等服务，助力客户拓展北美、欧洲及亚太等国际市场。
CVCO vs GLBE — 直观对比
营收规模更大
GLBE
是对方的1.1倍
$581.0M
净利率更高
CVCO
高出6.7%
0.9%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $581.0M | $625.5M |
| 净利润 | $44.1M | $5.8M |
| 毛利率 | 23.4% | 45.0% |
| 营业利润率 | 9.4% | 1.3% |
| 净利率 | 7.6% | 0.9% |
| 营收同比 | 11.3% | — |
| 净利润同比 | -22.0% | — |
| 每股收益（稀释后） | $5.58 | — |
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CVCOGLBE
| Q4 25 | $581.0M | — | ||
| Q3 25 | $556.5M | $625.5M | ||
| Q2 25 | $556.9M | $404.8M | ||
| Q1 25 | $508.4M | $189.9M | ||
| Q4 24 | $522.0M | — | ||
| Q3 24 | $507.5M | $489.9M | ||
| Q2 24 | $477.6M | $313.9M | ||
| Q1 24 | $420.1M | $145.9M |
净利润CVCOGLBE
| Q4 25 | $44.1M | — | ||
| Q3 25 | $52.4M | $5.8M | ||
| Q2 25 | $51.6M | $-7.4M | ||
| Q1 25 | $36.3M | — | ||
| Q4 24 | $56.5M | — | ||
| Q3 24 | $43.8M | $-77.1M | ||
| Q2 24 | $34.4M | $-54.5M | ||
| Q1 24 | $33.9M | — |
毛利率CVCOGLBE
| Q4 25 | 23.4% | — | ||
| Q3 25 | 24.2% | 45.0% | ||
| Q2 25 | 23.3% | 44.9% | ||
| Q1 25 | 22.8% | 44.3% | ||
| Q4 24 | 24.9% | — | ||
| Q3 24 | 22.9% | 45.1% | ||
| Q2 24 | 21.7% | 44.8% | ||
| Q1 24 | 23.6% | 43.4% |
营业利润率CVCOGLBE
| Q4 25 | 9.4% | — | ||
| Q3 25 | 11.2% | 1.3% | ||
| Q2 25 | 10.8% | -2.1% | ||
| Q1 25 | 7.6% | -10.1% | ||
| Q4 24 | 12.3% | — | ||
| Q3 24 | 9.7% | -14.9% | ||
| Q2 24 | 8.1% | -16.6% | ||
| Q1 24 | 8.9% | -20.1% |
净利率CVCOGLBE
| Q4 25 | 7.6% | — | ||
| Q3 25 | 9.4% | 0.9% | ||
| Q2 25 | 9.3% | -1.8% | ||
| Q1 25 | 7.1% | — | ||
| Q4 24 | 10.8% | — | ||
| Q3 24 | 8.6% | -15.7% | ||
| Q2 24 | 7.2% | -17.4% | ||
| Q1 24 | 8.1% | — |
每股收益（稀释后）CVCOGLBE
| Q4 25 | $5.58 | — | ||
| Q3 25 | $6.55 | — | ||
| Q2 25 | $6.42 | — | ||
| Q1 25 | $4.42 | — | ||
| Q4 24 | $6.90 | — | ||
| Q3 24 | $5.28 | — | ||
| Q2 24 | $4.11 | — | ||
| Q1 24 | $4.05 | — |
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 | $241.9M | $251.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $933.0M |
| 总资产 | $1.5B | $1.3B |
| 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CVCOGLBE
| Q4 25 | $241.9M | — | ||
| Q3 25 | $391.8M | $251.4M | ||
| Q2 25 | $362.4M | $205.2M | ||
| Q1 25 | $376.1M | $207.7M | ||
| Q4 24 | $378.9M | — | ||
| Q3 24 | $388.7M | $207.3M | ||
| Q2 24 | $380.0M | $229.8M | ||
| Q1 24 | $371.0M | $181.9M |
股东权益CVCOGLBE
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | $933.0M | ||
| Q2 25 | $1.1B | $909.1M | ||
| Q1 25 | $1.1B | $884.3M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.0B | $869.4M | ||
| Q2 24 | $1.0B | $878.7M | ||
| Q1 24 | $1.0B | $886.9M |
总资产CVCOGLBE
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.4B | $1.2B | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.4B | $1.1B | ||
| Q1 24 | $1.4B | $1.1B |
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 | $66.1M | — |
| 自由现金流经营现金流 - 资本支出 | $57.6M | — |
| 自由现金流率自由现金流/营收 | 9.9% | — |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 现金转化率经营现金流/净利润 | 1.50× | — |
| 过去12个月自由现金流最近4个季度 | $205.3M | — |
8季度趋势，按日历期对齐
经营现金流CVCOGLBE
| Q4 25 | $66.1M | — | ||
| Q3 25 | $78.5M | — | ||
| Q2 25 | $55.5M | — | ||
| Q1 25 | $38.6M | — | ||
| Q4 24 | $37.8M | — | ||
| Q3 24 | $54.7M | — | ||
| Q2 24 | $47.4M | — | ||
| Q1 24 | — | — |
自由现金流CVCOGLBE
| Q4 25 | $57.6M | — | ||
| Q3 25 | $68.7M | — | ||
| Q2 25 | $46.4M | — | ||
| Q1 25 | $32.5M | — | ||
| Q4 24 | $32.3M | — | ||
| Q3 24 | $49.8M | — | ||
| Q2 24 | $42.4M | — | ||
| Q1 24 | — | — |
自由现金流率CVCOGLBE
| Q4 25 | 9.9% | — | ||
| Q3 25 | 12.4% | — | ||
| Q2 25 | 8.3% | — | ||
| Q1 25 | 6.4% | — | ||
| Q4 24 | 6.2% | — | ||
| Q3 24 | 9.8% | — | ||
| Q2 24 | 8.9% | — | ||
| Q1 24 | — | — |
资本支出强度CVCOGLBE
| Q4 25 | 1.5% | — | ||
| Q3 25 | 1.7% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 1.0% | — | ||
| Q2 24 | 1.0% | — | ||
| Q1 24 | — | — |
现金转化率CVCOGLBE
| Q4 25 | 1.50× | — | ||
| Q3 25 | 1.50× | — | ||
| Q2 25 | 1.08× | — | ||
| Q1 25 | 1.06× | — | ||
| Q4 24 | 0.67× | — | ||
| Q3 24 | 1.25× | — | ||
| Q2 24 | 1.38× | — | ||
| Q1 24 | — | — |
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
CVCO
| Manufactured Product Other | $532.5M | 92% |
| Other | $26.0M | 4% |
| Financial Service Other | $20.5M | 4% |
| Insurance Agency Commissions | $2.0M | 0% |
GLBE
暂无分部数据
