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1 800 FLOWERS COM INC（FLWS）与Cloudflare, Inc.（NET）财务数据对比。点击上方公司名可切换其他公司
1 800 FLOWERS COM INC的季度营收约是Cloudflare, Inc.的1.1倍（$702.2M vs $614.5M），1 800 FLOWERS COM INC净利率更高（10.0% vs -2.0%，领先12.0%），Cloudflare, Inc.同比增速更快（33.6% vs -9.5%），1 800 FLOWERS COM INC自由现金流更多（$302.2M vs $105.2M），过去两年Cloudflare, Inc.的营收复合增速更高（27.4% vs -7.6%）
1 800 FLOWERS COM INC是美国知名的全渠道鲜花礼品零售企业，主营鲜花花束、礼品篮、美食礼盒、定制礼物及家居装饰品，服务北美地区个人及企业客户，覆盖节日、生日、纪念日等各类送礼场景。
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。
FLWS vs NET — 直观对比
营收规模更大
FLWS
是对方的1.1倍
$614.5M
营收增速更快
NET
高出43.1%
-9.5%
净利率更高
FLWS
高出12.0%
-2.0%
自由现金流更多
FLWS
多$197.0M
$105.2M
两年增速更快
NET
近两年复合增速
-7.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $702.2M | $614.5M |
| 净利润 | $70.6M | $-12.1M |
| 毛利率 | 42.1% | 73.6% |
| 营业利润率 | 10.6% | -8.0% |
| 净利率 | 10.0% | -2.0% |
| 营收同比 | -9.5% | 33.6% |
| 净利润同比 | 9.6% | 6.0% |
| 每股收益（稀释后） | $1.10 | $-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FLWSNET
| Q4 25 | $702.2M | $614.5M | ||
| Q3 25 | $215.2M | $562.0M | ||
| Q2 25 | $336.6M | $512.3M | ||
| Q1 25 | $331.5M | $479.1M | ||
| Q4 24 | $775.5M | $459.9M | ||
| Q3 24 | $242.1M | $430.1M | ||
| Q2 24 | — | $401.0M | ||
| Q1 24 | $379.4M | $378.6M |
净利润FLWSNET
| Q4 25 | $70.6M | $-12.1M | ||
| Q3 25 | $-53.0M | $-1.3M | ||
| Q2 25 | $-51.9M | $-50.4M | ||
| Q1 25 | $-178.2M | $-38.5M | ||
| Q4 24 | $64.3M | $-12.8M | ||
| Q3 24 | $-34.2M | $-15.3M | ||
| Q2 24 | — | $-15.1M | ||
| Q1 24 | $-16.9M | $-35.5M |
毛利率FLWSNET
| Q4 25 | 42.1% | 73.6% | ||
| Q3 25 | 35.7% | 74.0% | ||
| Q2 25 | 35.5% | 74.9% | ||
| Q1 25 | 31.7% | 75.9% | ||
| Q4 24 | 43.3% | 76.4% | ||
| Q3 24 | 38.1% | 77.7% | ||
| Q2 24 | — | 77.8% | ||
| Q1 24 | 36.6% | 77.5% |
营业利润率FLWSNET
| Q4 25 | 10.6% | -8.0% | ||
| Q3 25 | -23.5% | -6.7% | ||
| Q2 25 | -16.5% | -13.1% | ||
| Q1 25 | -58.4% | -11.1% | ||
| Q4 24 | 11.7% | -7.5% | ||
| Q3 24 | -19.4% | -7.2% | ||
| Q2 24 | — | -8.7% | ||
| Q1 24 | -7.4% | -14.4% |
净利率FLWSNET
| Q4 25 | 10.0% | -2.0% | ||
| Q3 25 | -24.6% | -0.2% | ||
| Q2 25 | -15.4% | -9.8% | ||
| Q1 25 | -53.8% | -8.0% | ||
| Q4 24 | 8.3% | -2.8% | ||
| Q3 24 | -14.1% | -3.6% | ||
| Q2 24 | — | -3.8% | ||
| Q1 24 | -4.5% | -9.4% |
每股收益（稀释后）FLWSNET
| Q4 25 | $1.10 | $-0.03 | ||
| Q3 25 | $-0.83 | $0.00 | ||
| Q2 25 | $-0.80 | $-0.15 | ||
| Q1 25 | $-2.80 | $-0.11 | ||
| Q4 24 | $1.00 | $-0.05 | ||
| Q3 24 | $-0.53 | $-0.04 | ||
| Q2 24 | — | $-0.04 | ||
| Q1 24 | $-0.26 | $-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 | $193.3M | $943.5M |
| 总债务越低越好 | $123.5M | — |
| 股东权益账面价值 | $289.7M | $1.5B |
| 总资产 | $893.1M | $6.0B |
| 负债/权益比越低杠杆越低 | 0.43× | — |
8季度趋势，按日历期对齐
现金及短期投资FLWSNET
| Q4 25 | $193.3M | $943.5M | ||
| Q3 25 | $7.7M | $1.1B | ||
| Q2 25 | $46.5M | $1.5B | ||
| Q1 25 | $84.7M | $204.5M | ||
| Q4 24 | $247.2M | $147.7M | ||
| Q3 24 | $8.4M | $182.9M | ||
| Q2 24 | — | $157.0M | ||
| Q1 24 | $184.0M | $254.4M |
总债务FLWSNET
| Q4 25 | $123.5M | — | ||
| Q3 25 | $128.9M | — | ||
| Q2 25 | $134.8M | — | ||
| Q1 25 | $142.3M | — | ||
| Q4 24 | $157.5M | — | ||
| Q3 24 | $172.3M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $179.4M | — |
股东权益FLWSNET
| Q4 25 | $289.7M | $1.5B | ||
| Q3 25 | $217.5M | $1.3B | ||
| Q2 25 | $268.3M | $1.2B | ||
| Q1 25 | $317.7M | $1.4B | ||
| Q4 24 | $495.1M | $1.0B | ||
| Q3 24 | $433.4M | $973.1M | ||
| Q2 24 | — | $881.5M | ||
| Q1 24 | $485.3M | $797.2M |
总资产FLWSNET
| Q4 25 | $893.1M | $6.0B | ||
| Q3 25 | $840.5M | $5.8B | ||
| Q2 25 | $772.6M | $5.6B | ||
| Q1 25 | $806.2M | $3.7B | ||
| Q4 24 | $1.1B | $3.3B | ||
| Q3 24 | $1.0B | $3.1B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | $1.0B | $2.8B |
负债/权益比FLWSNET
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.59× | — | ||
| Q2 25 | 0.50× | — | ||
| Q1 25 | 0.45× | — | ||
| Q4 24 | 0.32× | — | ||
| Q3 24 | 0.40× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.37× | — |
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 | $309.9M | $190.4M |
| 自由现金流经营现金流 - 资本支出 | $302.2M | $105.2M |
| 自由现金流率自由现金流/营收 | 43.0% | 17.1% |
| 资本支出强度资本支出/营收 | 1.1% | 13.9% |
| 现金转化率经营现金流/净利润 | 4.39× | — |
| 过去12个月自由现金流最近4个季度 | $-39.5M | $287.5M |
8季度趋势，按日历期对齐
经营现金流FLWSNET
| Q4 25 | $309.9M | $190.4M | ||
| Q3 25 | $-139.0M | $167.1M | ||
| Q2 25 | $-27.1M | $99.8M | ||
| Q1 25 | $-150.6M | $145.8M | ||
| Q4 24 | $328.5M | $127.3M | ||
| Q3 24 | $-177.2M | $104.7M | ||
| Q2 24 | — | $74.8M | ||
| Q1 24 | $-112.7M | $73.6M |
自由现金流FLWSNET
| Q4 25 | $302.2M | $105.2M | ||
| Q3 25 | $-145.6M | $82.5M | ||
| Q2 25 | $-36.1M | $39.9M | ||
| Q1 25 | $-160.0M | $59.9M | ||
| Q4 24 | $317.6M | $54.2M | ||
| Q3 24 | $-189.3M | $54.5M | ||
| Q2 24 | — | $45.2M | ||
| Q1 24 | $-121.4M | $41.5M |
自由现金流率FLWSNET
| Q4 25 | 43.0% | 17.1% | ||
| Q3 25 | -67.7% | 14.7% | ||
| Q2 25 | -10.7% | 7.8% | ||
| Q1 25 | -48.3% | 12.5% | ||
| Q4 24 | 41.0% | 11.8% | ||
| Q3 24 | -78.2% | 12.7% | ||
| Q2 24 | — | 11.3% | ||
| Q1 24 | -32.0% | 11.0% |
资本支出强度FLWSNET
| Q4 25 | 1.1% | 13.9% | ||
| Q3 25 | 3.1% | 15.1% | ||
| Q2 25 | 2.7% | 11.7% | ||
| Q1 25 | 2.8% | 17.9% | ||
| Q4 24 | 1.4% | 15.9% | ||
| Q3 24 | 5.0% | 11.7% | ||
| Q2 24 | — | 7.4% | ||
| Q1 24 | 2.3% | 8.5% |
现金转化率FLWSNET
| Q4 25 | 4.39× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 5.11× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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
FLWS
| Gourmet Foods And Gift Baskets | $499.0M | 71% |
| Ecommerce | $179.5M | 26% |
| Bloom Net | $22.1M | 3% |
| Other | $1.7M | 0% |
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
