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JELD-WEN Holding, Inc.（JELD）与Cloudflare, Inc.（NET）财务数据对比。点击上方公司名可切换其他公司
JELD-WEN Holding, Inc.的季度营收约是Cloudflare, Inc.的1.3倍（$802.0M vs $614.5M），Cloudflare, Inc.净利率更高（-2.0% vs -5.2%，领先3.3%），Cloudflare, Inc.同比增速更快（33.6% vs -10.5%），Cloudflare, Inc.自由现金流更多（$105.2M vs $3.4M），过去两年Cloudflare, Inc.的营收复合增速更高（27.4% vs -8.6%）
JELD-WEN是一家总部位于美国北卡罗来纳州夏洛特的企业，在全球19个国家运营着超过120家生产基地。公司主营设计、生产并销售室内外门窗、各类材质窗品、墙体系统、淋浴隔断、衣帽间系统等建筑部件，产品广泛应用于住宅与非住宅建筑的新建、维修及改造工程。
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。
JELD vs NET — 直观对比
营收规模更大
JELD
是对方的1.3倍
$614.5M
营收增速更快
NET
高出44.1%
-10.5%
净利率更高
NET
高出3.3%
-5.2%
自由现金流更多
NET
多$101.8M
$3.4M
两年增速更快
NET
近两年复合增速
-8.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $802.0M | $614.5M |
| 净利润 | $-41.9M | $-12.1M |
| 毛利率 | 14.7% | 73.6% |
| 营业利润率 | -1.8% | -8.0% |
| 净利率 | -5.2% | -2.0% |
| 营收同比 | -10.5% | 33.6% |
| 净利润同比 | 38.7% | 6.0% |
| 每股收益（稀释后） | $-0.50 | $-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JELDNET
| Q4 25 | $802.0M | $614.5M | ||
| Q3 25 | $809.5M | $562.0M | ||
| Q2 25 | $823.7M | $512.3M | ||
| Q1 25 | $776.0M | $479.1M | ||
| Q4 24 | $895.7M | $459.9M | ||
| Q3 24 | $934.7M | $430.1M | ||
| Q2 24 | $986.0M | $401.0M | ||
| Q1 24 | $959.1M | $378.6M |
净利润JELDNET
| Q4 25 | $-41.9M | $-12.1M | ||
| Q3 25 | $-367.6M | $-1.3M | ||
| Q2 25 | $-21.5M | $-50.4M | ||
| Q1 25 | $-190.1M | $-38.5M | ||
| Q4 24 | $-68.4M | $-12.8M | ||
| Q3 24 | $-74.4M | $-15.3M | ||
| Q2 24 | $-18.5M | $-15.1M | ||
| Q1 24 | $-27.7M | $-35.5M |
毛利率JELDNET
| Q4 25 | 14.7% | 73.6% | ||
| Q3 25 | 17.4% | 74.0% | ||
| Q2 25 | 17.4% | 74.9% | ||
| Q1 25 | 14.4% | 75.9% | ||
| Q4 24 | 16.4% | 76.4% | ||
| Q3 24 | 19.2% | 77.7% | ||
| Q2 24 | 19.3% | 77.8% | ||
| Q1 24 | 18.0% | 77.5% |
营业利润率JELDNET
| Q4 25 | -1.8% | -8.0% | ||
| Q3 25 | -25.0% | -6.7% | ||
| Q2 25 | -1.7% | -13.1% | ||
| Q1 25 | -23.8% | -11.1% | ||
| Q4 24 | -5.7% | -7.5% | ||
| Q3 24 | -5.6% | -7.2% | ||
| Q2 24 | 0.5% | -8.7% | ||
| Q1 24 | -2.9% | -14.4% |
净利率JELDNET
| Q4 25 | -5.2% | -2.0% | ||
| Q3 25 | -45.4% | -0.2% | ||
| Q2 25 | -2.6% | -9.8% | ||
| Q1 25 | -24.5% | -8.0% | ||
| Q4 24 | -7.6% | -2.8% | ||
| Q3 24 | -8.0% | -3.6% | ||
| Q2 24 | -1.9% | -3.8% | ||
| Q1 24 | -2.9% | -9.4% |
每股收益（稀释后）JELDNET
| Q4 25 | $-0.50 | $-0.03 | ||
| Q3 25 | $-4.30 | $0.00 | ||
| Q2 25 | $-0.25 | $-0.15 | ||
| Q1 25 | $-2.24 | $-0.11 | ||
| Q4 24 | $-0.80 | $-0.05 | ||
| Q3 24 | $-0.88 | $-0.04 | ||
| Q2 24 | $-0.22 | $-0.04 | ||
| Q1 24 | $-0.32 | $-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 | $136.1M | $943.5M |
| 总债务越低越好 | $1.1B | — |
| 股东权益账面价值 | $92.2M | $1.5B |
| 总资产 | $2.1B | $6.0B |
| 负债/权益比越低杠杆越低 | 12.47× | — |
8季度趋势，按日历期对齐
现金及短期投资JELDNET
| Q4 25 | $136.1M | $943.5M | ||
| Q3 25 | $106.7M | $1.1B | ||
| Q2 25 | $134.1M | $1.5B | ||
| Q1 25 | $132.5M | $204.5M | ||
| Q4 24 | $150.3M | $147.7M | ||
| Q3 24 | $208.5M | $182.9M | ||
| Q2 24 | $212.8M | $157.0M | ||
| Q1 24 | $234.5M | $254.4M |
总债务JELDNET
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.2B | — |
股东权益JELDNET
| Q4 25 | $92.2M | $1.5B | ||
| Q3 25 | $113.9M | $1.3B | ||
| Q2 25 | $477.1M | $1.2B | ||
| Q1 25 | $452.1M | $1.4B | ||
| Q4 24 | $620.1M | $1.0B | ||
| Q3 24 | $720.3M | $973.1M | ||
| Q2 24 | $770.0M | $881.5M | ||
| Q1 24 | $811.5M | $797.2M |
总资产JELDNET
| Q4 25 | $2.1B | $6.0B | ||
| Q3 25 | $2.2B | $5.8B | ||
| Q2 25 | $2.5B | $5.6B | ||
| Q1 25 | $2.4B | $3.7B | ||
| Q4 24 | $2.6B | $3.3B | ||
| Q3 24 | $2.8B | $3.1B | ||
| Q2 24 | $2.9B | $2.9B | ||
| Q1 24 | $2.9B | $2.8B |
负债/权益比JELDNET
| Q4 25 | 12.47× | — | ||
| Q3 25 | 10.14× | — | ||
| Q2 25 | 2.42× | — | ||
| Q1 25 | 2.56× | — | ||
| Q4 24 | 1.86× | — | ||
| Q3 24 | 1.64× | — | ||
| Q2 24 | 1.53× | — | ||
| Q1 24 | 1.46× | — |
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 | $32.8M | $190.4M |
| 自由现金流经营现金流 - 资本支出 | $3.4M | $105.2M |
| 自由现金流率自由现金流/营收 | 0.4% | 17.1% |
| 资本支出强度资本支出/营收 | 3.7% | 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 | $-124.6M | $287.5M |
8季度趋势，按日历期对齐
经营现金流JELDNET
| Q4 25 | $32.8M | $190.4M | ||
| Q3 25 | $11.2M | $167.1M | ||
| Q2 25 | $34.6M | $99.8M | ||
| Q1 25 | $-83.5M | $145.8M | ||
| Q4 24 | $28.2M | $127.3M | ||
| Q3 24 | $37.6M | $104.7M | ||
| Q2 24 | $51.4M | $74.8M | ||
| Q1 24 | $-11.0M | $73.6M |
自由现金流JELDNET
| Q4 25 | $3.4M | $105.2M | ||
| Q3 25 | $-13.1M | $82.5M | ||
| Q2 25 | $5.3M | $39.9M | ||
| Q1 25 | $-120.3M | $59.9M | ||
| Q4 24 | $-23.9M | $54.2M | ||
| Q3 24 | $-4.3M | $54.5M | ||
| Q2 24 | $14.7M | $45.2M | ||
| Q1 24 | $-42.2M | $41.5M |
自由现金流率JELDNET
| Q4 25 | 0.4% | 17.1% | ||
| Q3 25 | -1.6% | 14.7% | ||
| Q2 25 | 0.6% | 7.8% | ||
| Q1 25 | -15.5% | 12.5% | ||
| Q4 24 | -2.7% | 11.8% | ||
| Q3 24 | -0.5% | 12.7% | ||
| Q2 24 | 1.5% | 11.3% | ||
| Q1 24 | -4.4% | 11.0% |
资本支出强度JELDNET
| Q4 25 | 3.7% | 13.9% | ||
| Q3 25 | 3.0% | 15.1% | ||
| Q2 25 | 3.6% | 11.7% | ||
| Q1 25 | 4.7% | 17.9% | ||
| Q4 24 | 5.8% | 15.9% | ||
| Q3 24 | 4.5% | 11.7% | ||
| Q2 24 | 3.7% | 7.4% | ||
| Q1 24 | 3.3% | 8.5% |
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
JELD
| North America Segment | $522.0M | 65% |
| Europe Segment | $280.0M | 35% |
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
