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艺达思集团（IEX）与Cloudflare, Inc.（NET）财务数据对比。点击上方公司名可切换其他公司
Cloudflare, Inc.的季度营收约是艺达思集团的1.5倍（$614.5M vs $398.4M），艺达思集团净利率更高（30.1% vs -2.0%，领先32.1%），Cloudflare, Inc.同比增速更快（33.6% vs 16.7%），Cloudflare, Inc.自由现金流更多（$105.2M vs $86.0M），过去两年Cloudflare, Inc.的营收复合增速更高（27.4% vs -29.4%）
艺达思集团是一家公开上市的工业制造企业，专注于流体系统与特种工程产品的研发和生产，产品广泛应用于工业制造、生命科学、食品安全等多个领域，可为全球各行业客户提供高性能定制化解决方案。
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。
IEX vs NET — 直观对比
营收规模更大
NET
是对方的1.5倍
$398.4M
营收增速更快
NET
高出16.9%
16.7%
净利率更高
IEX
高出32.1%
-2.0%
自由现金流更多
NET
多$19.2M
$86.0M
两年增速更快
NET
近两年复合增速
-29.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $398.4M | $614.5M |
| 净利润 | $120.0M | $-12.1M |
| 毛利率 | 99.9% | 73.6% |
| 营业利润率 | 43.3% | -8.0% |
| 净利率 | 30.1% | -2.0% |
| 营收同比 | 16.7% | 33.6% |
| 净利润同比 | 25.7% | 6.0% |
| 每股收益（稀释后） | $1.61 | $-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IEXNET
| Q2 26 | $398.4M | — | ||
| Q1 26 | $407.7M | — | ||
| Q4 25 | $899.1M | $614.5M | ||
| Q3 25 | $878.7M | $562.0M | ||
| Q2 25 | $865.4M | $512.3M | ||
| Q1 25 | $814.3M | $479.1M | ||
| Q4 24 | $862.9M | $459.9M | ||
| Q3 24 | $798.2M | $430.1M |
净利润IEXNET
| Q2 26 | $120.0M | — | ||
| Q1 26 | $128.3M | — | ||
| Q4 25 | $128.3M | $-12.1M | ||
| Q3 25 | $127.8M | $-1.3M | ||
| Q2 25 | $131.6M | $-50.4M | ||
| Q1 25 | $95.5M | $-38.5M | ||
| Q4 24 | $123.2M | $-12.8M | ||
| Q3 24 | $119.1M | $-15.3M |
毛利率IEXNET
| Q2 26 | 99.9% | — | ||
| Q1 26 | 94.9% | — | ||
| Q4 25 | 43.1% | 73.6% | ||
| Q3 25 | 44.5% | 74.0% | ||
| Q2 25 | 45.3% | 74.9% | ||
| Q1 25 | 45.3% | 75.9% | ||
| Q4 24 | 42.5% | 76.4% | ||
| Q3 24 | 44.3% | 77.7% |
营业利润率IEXNET
| Q2 26 | 43.3% | — | ||
| Q1 26 | 45.0% | — | ||
| Q4 25 | 20.4% | -8.0% | ||
| Q3 25 | 21.1% | -6.7% | ||
| Q2 25 | 21.7% | -13.1% | ||
| Q1 25 | 17.4% | -11.1% | ||
| Q4 24 | 19.2% | -7.5% | ||
| Q3 24 | 21.0% | -7.2% |
净利率IEXNET
| Q2 26 | 30.1% | — | ||
| Q1 26 | 31.5% | — | ||
| Q4 25 | 14.3% | -2.0% | ||
| Q3 25 | 14.5% | -0.2% | ||
| Q2 25 | 15.2% | -9.8% | ||
| Q1 25 | 11.7% | -8.0% | ||
| Q4 24 | 14.3% | -2.8% | ||
| Q3 24 | 14.9% | -3.6% |
每股收益（稀释后）IEXNET
| Q2 26 | $1.61 | — | ||
| Q1 26 | $1.71 | — | ||
| Q4 25 | $1.71 | $-0.03 | ||
| Q3 25 | $1.70 | $0.00 | ||
| Q2 25 | $1.74 | $-0.15 | ||
| Q1 25 | $1.26 | $-0.11 | ||
| Q4 24 | $1.61 | $-0.05 | ||
| Q3 24 | $1.57 | $-0.04 |
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 | $586.2M | $943.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $1.5B |
| 总资产 | $6.9B | $6.0B |
| 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IEXNET
| Q2 26 | $586.2M | — | ||
| Q1 26 | $580.0M | — | ||
| Q4 25 | $580.0M | $943.5M | ||
| Q3 25 | $593.8M | $1.1B | ||
| Q2 25 | $568.2M | $1.5B | ||
| Q1 25 | $594.1M | $204.5M | ||
| Q4 24 | $620.8M | $147.7M | ||
| Q3 24 | $633.2M | $182.9M |
总债务IEXNET
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.1B | — |
股东权益IEXNET
| Q2 26 | $4.0B | — | ||
| Q1 26 | $4.0B | — | ||
| Q4 25 | $4.0B | $1.5B | ||
| Q3 25 | $4.0B | $1.3B | ||
| Q2 25 | $4.0B | $1.2B | ||
| Q1 25 | $3.9B | $1.4B | ||
| Q4 24 | $3.8B | $1.0B | ||
| Q3 24 | $3.8B | $973.1M |
总资产IEXNET
| Q2 26 | $6.9B | — | ||
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.9B | $6.0B | ||
| Q3 25 | $7.0B | $5.8B | ||
| Q2 25 | $6.9B | $5.6B | ||
| Q1 25 | $6.8B | $3.7B | ||
| Q4 24 | $6.7B | $3.3B | ||
| Q3 24 | $7.0B | $3.1B |
负债/权益比IEXNET
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.50× | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.55× | — |
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 | — | $190.4M |
| 自由现金流经营现金流 - 资本支出 | $86.0M | $105.2M |
| 自由现金流率自由现金流/营收 | 21.6% | 17.1% |
| 资本支出强度资本支出/营收 | 4.4% | 13.9% |
| 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 | $654.3M | $287.5M |
8季度趋势，按日历期对齐
经营现金流IEXNET
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $209.5M | $190.4M | ||
| Q3 25 | $203.5M | $167.1M | ||
| Q2 25 | $161.7M | $99.8M | ||
| Q1 25 | $105.7M | $145.8M | ||
| Q4 24 | $172.6M | $127.3M | ||
| Q3 24 | $205.3M | $104.7M |
自由现金流IEXNET
| Q2 26 | $86.0M | — | ||
| Q1 26 | $189.8M | — | ||
| Q4 25 | $189.8M | $105.2M | ||
| Q3 25 | $188.7M | $82.5M | ||
| Q2 25 | $146.9M | $39.9M | ||
| Q1 25 | $91.4M | $59.9M | ||
| Q4 24 | $157.1M | $54.2M | ||
| Q3 24 | $191.6M | $54.5M |
自由现金流率IEXNET
| Q2 26 | 21.6% | — | ||
| Q1 26 | 46.6% | — | ||
| Q4 25 | 21.1% | 17.1% | ||
| Q3 25 | 21.5% | 14.7% | ||
| Q2 25 | 17.0% | 7.8% | ||
| Q1 25 | 11.2% | 12.5% | ||
| Q4 24 | 18.2% | 11.8% | ||
| Q3 24 | 24.0% | 12.7% |
资本支出强度IEXNET
| Q2 26 | 4.4% | — | ||
| Q1 26 | 15.6% | — | ||
| Q4 25 | 2.2% | 13.9% | ||
| Q3 25 | 1.7% | 15.1% | ||
| Q2 25 | 1.7% | 11.7% | ||
| Q1 25 | 1.8% | 17.9% | ||
| Q4 24 | 1.8% | 15.9% | ||
| Q3 24 | 1.7% | 11.7% |
现金转化率IEXNET
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.59× | — | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 1.11× | — | ||
| Q4 24 | 1.40× | — | ||
| Q3 24 | 1.72× | — |
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
IEX
暂无分部数据
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
