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Cloudflare, Inc.（NET）与nVent Electric plc（NVT）财务数据对比。点击上方公司名可切换其他公司
nVent Electric plc的季度营收约是Cloudflare, Inc.的1.7倍（$1.1B vs $614.5M），nVent Electric plc净利率更高（11.1% vs -2.0%，领先13.1%），nVent Electric plc同比增速更快（127.3% vs 33.6%），nVent Electric plc自由现金流更多（$165.7M vs $105.2M），过去两年Cloudflare, Inc.的营收复合增速更高（27.4% vs 10.4%）
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。
nVent Electric plc是一家源自英美的跨国企业，主营电气连接及外壳类产品。公司集产品设计、生产、销售为一体，同时提供配套运维服务，旗下产品可实现电气系统的连接、防护与管理，覆盖商业、工业、住宅、基建、数据中心等多元应用场景。
NET vs NVT — 直观对比
营收规模更大
NVT
是对方的1.7倍
$614.5M
营收增速更快
NVT
高出93.7%
33.6%
净利率更高
NVT
高出13.1%
-2.0%
自由现金流更多
NVT
多$60.5M
$105.2M
两年增速更快
NET
近两年复合增速
10.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $614.5M | $1.1B |
| 净利润 | $-12.1M | $118.8M |
| 毛利率 | 73.6% | 36.5% |
| 营业利润率 | -8.0% | 15.4% |
| 净利率 | -2.0% | 11.1% |
| 营收同比 | 33.6% | 127.3% |
| 净利润同比 | 6.0% | 1010.3% |
| 每股收益（稀释后） | $-0.03 | $0.74 |
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NETNVT
| Q4 25 | $614.5M | $1.1B | ||
| Q3 25 | $562.0M | $1.1B | ||
| Q2 25 | $512.3M | $963.1M | ||
| Q1 25 | $479.1M | $809.3M | ||
| Q4 24 | $459.9M | $469.2M | ||
| Q3 24 | $430.1M | $782.0M | ||
| Q2 24 | $401.0M | $880.3M | ||
| Q1 24 | $378.6M | $874.6M |
净利润NETNVT
| Q4 25 | $-12.1M | $118.8M | ||
| Q3 25 | $-1.3M | $121.2M | ||
| Q2 25 | $-50.4M | $109.5M | ||
| Q1 25 | $-38.5M | $360.7M | ||
| Q4 24 | $-12.8M | $10.7M | ||
| Q3 24 | $-15.3M | $105.0M | ||
| Q2 24 | $-15.1M | $111.0M | ||
| Q1 24 | $-35.5M | $105.1M |
毛利率NETNVT
| Q4 25 | 73.6% | 36.5% | ||
| Q3 25 | 74.0% | 37.4% | ||
| Q2 25 | 74.9% | 38.6% | ||
| Q1 25 | 75.9% | 38.8% | ||
| Q4 24 | 76.4% | 37.1% | ||
| Q3 24 | 77.7% | 39.8% | ||
| Q2 24 | 77.8% | 41.8% | ||
| Q1 24 | 77.5% | 40.6% |
营业利润率NETNVT
| Q4 25 | -8.0% | 15.4% | ||
| Q3 25 | -6.7% | 15.8% | ||
| Q2 25 | -13.1% | 16.3% | ||
| Q1 25 | -11.1% | 16.1% | ||
| Q4 24 | -7.5% | 14.3% | ||
| Q3 24 | -7.2% | 17.0% | ||
| Q2 24 | -8.7% | 19.1% | ||
| Q1 24 | -14.4% | 18.2% |
净利率NETNVT
| Q4 25 | -2.0% | 11.1% | ||
| Q3 25 | -0.2% | 11.5% | ||
| Q2 25 | -9.8% | 11.4% | ||
| Q1 25 | -8.0% | 44.6% | ||
| Q4 24 | -2.8% | 2.3% | ||
| Q3 24 | -3.6% | 13.4% | ||
| Q2 24 | -3.8% | 12.6% | ||
| Q1 24 | -9.4% | 12.0% |
每股收益（稀释后）NETNVT
| Q4 25 | $-0.03 | $0.74 | ||
| Q3 25 | $0.00 | $0.74 | ||
| Q2 25 | $-0.15 | $0.67 | ||
| Q1 25 | $-0.11 | $2.16 | ||
| Q4 24 | $-0.05 | $0.07 | ||
| Q3 24 | $-0.04 | $0.62 | ||
| Q2 24 | $-0.04 | $0.66 | ||
| Q1 24 | $-0.10 | $0.62 |
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 | $943.5M | — |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | $1.5B | $3.7B |
| 总资产 | $6.0B | $6.9B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资NETNVT
| Q4 25 | $943.5M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $204.5M | — | ||
| Q4 24 | $147.7M | — | ||
| Q3 24 | $182.9M | — | ||
| Q2 24 | $157.0M | — | ||
| Q1 24 | $254.4M | — |
总债务NETNVT
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $1.8B |
股东权益NETNVT
| Q4 25 | $1.5B | $3.7B | ||
| Q3 25 | $1.3B | $3.6B | ||
| Q2 25 | $1.2B | $3.5B | ||
| Q1 25 | $1.4B | $3.6B | ||
| Q4 24 | $1.0B | $3.2B | ||
| Q3 24 | $973.1M | $3.3B | ||
| Q2 24 | $881.5M | $3.3B | ||
| Q1 24 | $797.2M | $3.2B |
总资产NETNVT
| Q4 25 | $6.0B | $6.9B | ||
| Q3 25 | $5.8B | $6.8B | ||
| Q2 25 | $5.6B | $6.7B | ||
| Q1 25 | $3.7B | $6.7B | ||
| Q4 24 | $3.3B | $6.7B | ||
| Q3 24 | $3.1B | $6.9B | ||
| Q2 24 | $2.9B | $6.2B | ||
| Q1 24 | $2.8B | $6.2B |
负债/权益比NETNVT
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.44× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 0.67× | ||
| Q3 24 | — | 0.69× | ||
| Q2 24 | — | 0.54× | ||
| Q1 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 | $202.4M |
| 自由现金流经营现金流 - 资本支出 | $105.2M | $165.7M |
| 自由现金流率自由现金流/营收 | 17.1% | 15.5% |
| 资本支出强度资本支出/营收 | 13.9% | 3.4% |
| 现金转化率经营现金流/净利润 | — | 1.70× |
| 过去12个月自由现金流最近4个季度 | $287.5M | $371.9M |
8季度趋势，按日历期对齐
经营现金流NETNVT
| Q4 25 | $190.4M | $202.4M | ||
| Q3 25 | $167.1M | $219.5M | ||
| Q2 25 | $99.8M | $-16.9M | ||
| Q1 25 | $145.8M | $60.2M | ||
| Q4 24 | $127.3M | $224.6M | ||
| Q3 24 | $104.7M | $197.7M | ||
| Q2 24 | $74.8M | $130.8M | ||
| Q1 24 | $73.6M | $90.0M |
自由现金流NETNVT
| Q4 25 | $105.2M | $165.7M | ||
| Q3 25 | $82.5M | $200.9M | ||
| Q2 25 | $39.9M | $-33.8M | ||
| Q1 25 | $59.9M | $39.1M | ||
| Q4 24 | $54.2M | $198.1M | ||
| Q3 24 | $54.5M | $184.8M | ||
| Q2 24 | $45.2M | $112.3M | ||
| Q1 24 | $41.5M | $73.9M |
自由现金流率NETNVT
| Q4 25 | 17.1% | 15.5% | ||
| Q3 25 | 14.7% | 19.1% | ||
| Q2 25 | 7.8% | -3.5% | ||
| Q1 25 | 12.5% | 4.8% | ||
| Q4 24 | 11.8% | 42.2% | ||
| Q3 24 | 12.7% | 23.6% | ||
| Q2 24 | 11.3% | 12.8% | ||
| Q1 24 | 11.0% | 8.4% |
资本支出强度NETNVT
| Q4 25 | 13.9% | 3.4% | ||
| Q3 25 | 15.1% | 1.8% | ||
| Q2 25 | 11.7% | 1.8% | ||
| Q1 25 | 17.9% | 2.6% | ||
| Q4 24 | 15.9% | 5.6% | ||
| Q3 24 | 11.7% | 1.6% | ||
| Q2 24 | 7.4% | 2.1% | ||
| Q1 24 | 8.5% | 1.8% |
现金转化率NETNVT
| Q4 25 | — | 1.70× | ||
| Q3 25 | — | 1.81× | ||
| Q2 25 | — | -0.15× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 20.99× | ||
| Q3 24 | — | 1.88× | ||
| Q2 24 | — | 1.18× | ||
| Q1 24 | — | 0.86× |
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
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
NVT
| Industrial Sector | $554.0M | 52% |
| Electricaland Fastening Solutions Segment | $278.0M | 26% |
| Energy Sector | $235.0M | 22% |
