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COMMVAULT SYSTEMS INC(CVLT)与PREFORMED LINE PRODUCTS CO(PLPC)财务数据对比。点击上方公司名可切换其他公司
COMMVAULT SYSTEMS INC的季度营收约是PREFORMED LINE PRODUCTS CO的1.8倍($311.7M vs $173.1M),PREFORMED LINE PRODUCTS CO净利率更高(4.9% vs 4.7%,领先0.2%),COMMVAULT SYSTEMS INC同比增速更快(13.3% vs 3.6%),COMMVAULT SYSTEMS INC自由现金流更多($131.8M vs $11.8M),过去两年COMMVAULT SYSTEMS INC的营收复合增速更高(17.8% vs 10.8%)
Commvault Systems Inc.是美国上市的网络安全与数据保护软件企业,核心业务覆盖数据安全、云服务及基础设施管理领域,旗下方案广泛应用于各类企业的数据资产防护与IT架构运维场景,助力客户降低数据风险、提升云环境运营效率。
预成型线路产品公司(PLPC)研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件,服务全球多地的公用事业、网络运营商及工业客户,提供可提升网络可靠性与运营效率的解决方案。
CVLT vs PLPC — 直观对比
营收规模更大
CVLT
是对方的1.8倍
$173.1M
营收增速更快
CVLT
高出9.7%
3.6%
净利率更高
PLPC
高出0.2%
4.7%
自由现金流更多
CVLT
多$120.1M
$11.8M
两年增速更快
CVLT
近两年复合增速
10.8%
损益表 — Q4 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $311.7M | $173.1M |
| 净利润 | $14.6M | $8.4M |
| 毛利率 | 81.4% | 29.8% |
| 营业利润率 | 5.3% | 6.8% |
| 净利率 | 4.7% | 4.9% |
| 营收同比 | 13.3% | 3.6% |
| 净利润同比 | — | -19.3% |
| 每股收益(稀释后) | $0.34 | $1.72 |
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
CVLT
PLPC
| Q1 26 | $311.7M | — | ||
| Q4 25 | $313.8M | $173.1M | ||
| Q3 25 | $276.2M | $178.1M | ||
| Q2 25 | $282.0M | $169.6M | ||
| Q1 25 | $275.0M | $148.5M | ||
| Q4 24 | $262.6M | $167.1M | ||
| Q3 24 | $233.3M | $147.0M | ||
| Q2 24 | $224.7M | $138.7M |
净利润
CVLT
PLPC
| Q1 26 | $14.6M | — | ||
| Q4 25 | $17.8M | $8.4M | ||
| Q3 25 | $14.7M | $2.6M | ||
| Q2 25 | $23.5M | $12.7M | ||
| Q1 25 | $31.0M | $11.5M | ||
| Q4 24 | $11.0M | $10.5M | ||
| Q3 24 | $15.6M | $7.7M | ||
| Q2 24 | $18.5M | $9.4M |
毛利率
CVLT
PLPC
| Q1 26 | 81.4% | — | ||
| Q4 25 | 81.1% | 29.8% | ||
| Q3 25 | 80.1% | 29.7% | ||
| Q2 25 | 82.0% | 32.7% | ||
| Q1 25 | 82.6% | 32.8% | ||
| Q4 24 | 81.5% | 33.3% | ||
| Q3 24 | 81.6% | 31.1% | ||
| Q2 24 | 82.3% | 31.9% |
营业利润率
CVLT
PLPC
| Q1 26 | 5.3% | — | ||
| Q4 25 | 6.3% | 6.8% | ||
| Q3 25 | 4.5% | 7.4% | ||
| Q2 25 | 8.9% | 10.1% | ||
| Q1 25 | 9.7% | 8.8% | ||
| Q4 24 | 5.2% | 10.5% | ||
| Q3 24 | 6.4% | 7.1% | ||
| Q2 24 | 8.2% | 8.1% |
净利率
CVLT
PLPC
| Q1 26 | 4.7% | — | ||
| Q4 25 | 5.7% | 4.9% | ||
| Q3 25 | 5.3% | 1.5% | ||
| Q2 25 | 8.3% | 7.5% | ||
| Q1 25 | 11.3% | 7.8% | ||
| Q4 24 | 4.2% | 6.3% | ||
| Q3 24 | 6.7% | 5.2% | ||
| Q2 24 | 8.2% | 6.8% |
每股收益(稀释后)
CVLT
PLPC
| Q1 26 | $0.34 | — | ||
| Q4 25 | $0.40 | $1.72 | ||
| Q3 25 | $0.33 | $0.53 | ||
| Q2 25 | $0.52 | $2.56 | ||
| Q1 25 | $0.68 | $2.33 | ||
| Q4 24 | $0.24 | $2.13 | ||
| Q3 24 | $0.35 | $1.54 | ||
| Q2 24 | $0.41 | $1.89 |
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 | $900.0M | — |
| 总债务越低越好 | — | $38.3M |
| 股东权益账面价值 | $7.5M | $475.5M |
| 总资产 | $1.9B | $653.6M |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势,按日历期对齐
现金及短期投资
CVLT
PLPC
| Q1 26 | $900.0M | — | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $363.2M | — | ||
| Q1 25 | $302.1M | — | ||
| Q4 24 | $243.6M | — | ||
| Q3 24 | $303.1M | — | ||
| Q2 24 | $287.9M | — |
总债务
CVLT
PLPC
| Q1 26 | — | — | ||
| Q4 25 | — | $38.3M | ||
| Q3 25 | — | $36.0M | ||
| Q2 25 | — | $31.8M | ||
| Q1 25 | — | $29.1M | ||
| Q4 24 | — | $20.8M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | — | $31.6M |
股东权益
CVLT
PLPC
| Q1 26 | $7.5M | — | ||
| Q4 25 | $216.7M | $475.5M | ||
| Q3 25 | $210.5M | $466.3M | ||
| Q2 25 | $364.7M | $460.7M | ||
| Q1 25 | $325.1M | $435.8M | ||
| Q4 24 | $287.8M | $422.3M | ||
| Q3 24 | $277.8M | $429.0M | ||
| Q2 24 | $281.8M | $416.2M |
总资产
CVLT
PLPC
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $653.6M | ||
| Q3 25 | $1.9B | $644.6M | ||
| Q2 25 | $1.2B | $631.5M | ||
| Q1 25 | $1.1B | $592.5M | ||
| Q4 24 | $1.0B | $573.9M | ||
| Q3 24 | $958.5M | $592.0M | ||
| Q2 24 | $934.9M | $572.6M |
负债/权益比
CVLT
PLPC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.08× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.05× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.08× |
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 | $132.2M | $21.9M |
| 自由现金流经营现金流 - 资本支出 | $131.8M | $11.8M |
| 自由现金流率自由现金流/营收 | 42.3% | 6.8% |
| 资本支出强度资本支出/营收 | — | 5.9% |
| 现金转化率经营现金流/净利润 | 9.02× | 2.60× |
| 过去12个月自由现金流最近4个季度 | $237.2M | $33.3M |
8季度趋势,按日历期对齐
经营现金流
CVLT
PLPC
| Q1 26 | $132.2M | — | ||
| Q4 25 | $4.0M | $21.9M | ||
| Q3 25 | $76.8M | $18.9M | ||
| Q2 25 | $31.7M | $26.9M | ||
| Q1 25 | $77.0M | $5.7M | ||
| Q4 24 | $30.1M | $24.1M | ||
| Q3 24 | $55.6M | $9.4M | ||
| Q2 24 | $44.7M | $28.3M |
自由现金流
CVLT
PLPC
| Q1 26 | $131.8M | — | ||
| Q4 25 | $1.9M | $11.8M | ||
| Q3 25 | $73.6M | $8.3M | ||
| Q2 25 | $29.8M | $18.6M | ||
| Q1 25 | $76.2M | $-5.3M | ||
| Q4 24 | $29.9M | $20.6M | ||
| Q3 24 | $53.7M | $5.8M | ||
| Q2 24 | $43.8M | $24.6M |
自由现金流率
CVLT
PLPC
| Q1 26 | 42.3% | — | ||
| Q4 25 | 0.6% | 6.8% | ||
| Q3 25 | 26.6% | 4.7% | ||
| Q2 25 | 10.6% | 10.9% | ||
| Q1 25 | 27.7% | -3.6% | ||
| Q4 24 | 11.4% | 12.3% | ||
| Q3 24 | 23.0% | 3.9% | ||
| Q2 24 | 19.5% | 17.7% |
资本支出强度
CVLT
PLPC
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 5.9% | ||
| Q3 25 | 1.2% | 6.0% | ||
| Q2 25 | 0.7% | 4.9% | ||
| Q1 25 | 0.3% | 7.4% | ||
| Q4 24 | 0.1% | 2.1% | ||
| Q3 24 | 0.8% | 2.4% | ||
| Q2 24 | 0.4% | 2.7% |
现金转化率
CVLT
PLPC
| Q1 26 | 9.02× | — | ||
| Q4 25 | 0.23× | 2.60× | ||
| Q3 25 | 5.21× | 7.21× | ||
| Q2 25 | 1.35× | 2.12× | ||
| Q1 25 | 2.48× | 0.49× | ||
| Q4 24 | 2.74× | 2.30× | ||
| Q3 24 | 3.57× | 1.22× | ||
| Q2 24 | 2.41× | 3.02× |
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
CVLT
| Term-based license | $114.4M | 37% |
| Software-as-a-service | $93.1M | 30% |
| Customer support | $80.9M | 26% |
| Other | $13.1M | 4% |
| Perpetual license | $10.1M | 3% |
PLPC
暂无分部数据