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Cloudflare, Inc.（NET）与STANDARD MOTOR PRODUCTS, INC.（SMP）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STANDARD MOTOR PRODUCTS, INC.的1.6倍（$614.5M vs $385.1M），STANDARD MOTOR PRODUCTS, INC.净利率更高（2.0% vs -2.0%，领先4.0%），Cloudflare, Inc.同比增速更快（33.6% vs 12.2%），Cloudflare, Inc.自由现金流更多（$105.2M vs $-37.6M），过去两年Cloudflare, Inc.的营收复合增速更高（27.4% vs 7.8%）
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。
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
NET vs SMP — 直观对比
营收规模更大
NET
是对方的1.6倍
$385.1M
营收增速更快
NET
高出21.4%
12.2%
净利率更高
SMP
高出4.0%
-2.0%
自由现金流更多
NET
多$142.9M
$-37.6M
两年增速更快
NET
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $614.5M | $385.1M |
| 净利润 | $-12.1M | $7.9M |
| 毛利率 | 73.6% | 31.7% |
| 营业利润率 | -8.0% | 5.6% |
| 净利率 | -2.0% | 2.0% |
| 营收同比 | 33.6% | 12.2% |
| 净利润同比 | 6.0% | 457.9% |
| 每股收益（稀释后） | $-0.03 | $0.34 |
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NETSMP
| Q4 25 | $614.5M | $385.1M | ||
| Q3 25 | $562.0M | $498.8M | ||
| Q2 25 | $512.3M | $493.9M | ||
| Q1 25 | $479.1M | $413.4M | ||
| Q4 24 | $459.9M | $343.4M | ||
| Q3 24 | $430.1M | $399.3M | ||
| Q2 24 | $401.0M | $389.8M | ||
| Q1 24 | $378.6M | $331.4M |
净利润NETSMP
| Q4 25 | $-12.1M | $7.9M | ||
| Q3 25 | $-1.3M | $-4.3M | ||
| Q2 25 | $-50.4M | $25.2M | ||
| Q1 25 | $-38.5M | $12.6M | ||
| Q4 24 | $-12.8M | $-2.2M | ||
| Q3 24 | $-15.3M | $3.8M | ||
| Q2 24 | $-15.1M | $17.1M | ||
| Q1 24 | $-35.5M | $8.8M |
毛利率NETSMP
| Q4 25 | 73.6% | 31.7% | ||
| Q3 25 | 74.0% | 32.4% | ||
| Q2 25 | 74.9% | 30.6% | ||
| Q1 25 | 75.9% | 30.2% | ||
| Q4 24 | 76.4% | 29.4% | ||
| Q3 24 | 77.7% | 30.4% | ||
| Q2 24 | 77.8% | 28.6% | ||
| Q1 24 | 77.5% | 27.0% |
营业利润率NETSMP
| Q4 25 | -8.0% | 5.6% | ||
| Q3 25 | -6.7% | 9.5% | ||
| Q2 25 | -13.1% | 8.7% | ||
| Q1 25 | -11.1% | 5.9% | ||
| Q4 24 | -7.5% | 1.1% | ||
| Q3 24 | -7.2% | 9.3% | ||
| Q2 24 | -8.7% | 6.4% | ||
| Q1 24 | -14.4% | 4.4% |
净利率NETSMP
| Q4 25 | -2.0% | 2.0% | ||
| Q3 25 | -0.2% | -0.9% | ||
| Q2 25 | -9.8% | 5.1% | ||
| Q1 25 | -8.0% | 3.0% | ||
| Q4 24 | -2.8% | -0.6% | ||
| Q3 24 | -3.6% | 1.0% | ||
| Q2 24 | -3.8% | 4.4% | ||
| Q1 24 | -9.4% | 2.7% |
每股收益（稀释后）NETSMP
| Q4 25 | $-0.03 | $0.34 | ||
| Q3 25 | $0.00 | $-0.19 | ||
| Q2 25 | $-0.15 | $1.13 | ||
| Q1 25 | $-0.11 | $0.56 | ||
| Q4 24 | $-0.05 | $-0.09 | ||
| Q3 24 | $-0.04 | $0.17 | ||
| Q2 24 | $-0.04 | $0.77 | ||
| Q1 24 | $-0.10 | $0.39 |
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 | — | $618.7M |
| 股东权益账面价值 | $1.5B | $683.7M |
| 总资产 | $6.0B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资NETSMP
| Q4 25 | $943.5M | — | ||
| Q3 25 | $1.1B | $87.2M | ||
| Q2 25 | $1.5B | $58.8M | ||
| Q1 25 | $204.5M | $50.3M | ||
| Q4 24 | $147.7M | $44.4M | ||
| Q3 24 | $182.9M | $26.3M | ||
| Q2 24 | $157.0M | $26.2M | ||
| Q1 24 | $254.4M | $27.1M |
总债务NETSMP
| Q4 25 | — | $618.7M | ||
| Q3 25 | — | $589.5M | ||
| Q2 25 | — | $636.6M | ||
| Q1 25 | — | $650.6M | ||
| Q4 24 | — | $562.3M | ||
| Q3 24 | — | $142.8M | ||
| Q2 24 | — | $208.2M | ||
| Q1 24 | — | $214.9M |
股东权益NETSMP
| Q4 25 | $1.5B | $683.7M | ||
| Q3 25 | $1.3B | $677.4M | ||
| Q2 25 | $1.2B | $688.6M | ||
| Q1 25 | $1.4B | $638.0M | ||
| Q4 24 | $1.0B | $615.7M | ||
| Q3 24 | $973.1M | $638.8M | ||
| Q2 24 | $881.5M | $640.0M | ||
| Q1 24 | $797.2M | $639.1M |
总资产NETSMP
| Q4 25 | $6.0B | $2.0B | ||
| Q3 25 | $5.8B | $2.0B | ||
| Q2 25 | $5.6B | $2.0B | ||
| Q1 25 | $3.7B | $1.9B | ||
| Q4 24 | $3.3B | $1.8B | ||
| Q3 24 | $3.1B | $1.4B | ||
| Q2 24 | $2.9B | $1.4B | ||
| Q1 24 | $2.8B | $1.4B |
负债/权益比NETSMP
| Q4 25 | — | 0.90× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.92× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 0.91× | ||
| Q3 24 | — | 0.22× | ||
| Q2 24 | — | 0.33× | ||
| Q1 24 | — | 0.34× |
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 | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $105.2M | $-37.6M |
| 自由现金流率自由现金流/营收 | 17.1% | -9.8% |
| 资本支出强度资本支出/营收 | 13.9% | 2.4% |
| 现金转化率经营现金流/净利润 | — | -3.59× |
| 过去12个月自由现金流最近4个季度 | $287.5M | $18.7M |
8季度趋势，按日历期对齐
经营现金流NETSMP
| Q4 25 | $190.4M | $-28.2M | ||
| Q3 25 | $167.1M | $91.6M | ||
| Q2 25 | $99.8M | $54.3M | ||
| Q1 25 | $145.8M | $-60.2M | ||
| Q4 24 | $127.3M | $-1.5M | ||
| Q3 24 | $104.7M | $88.3M | ||
| Q2 24 | $74.8M | $35.6M | ||
| Q1 24 | $73.6M | $-45.7M |
自由现金流NETSMP
| Q4 25 | $105.2M | $-37.6M | ||
| Q3 25 | $82.5M | $81.5M | ||
| Q2 25 | $39.9M | $44.2M | ||
| Q1 25 | $59.9M | $-69.4M | ||
| Q4 24 | $54.2M | $-11.4M | ||
| Q3 24 | $54.5M | $77.1M | ||
| Q2 24 | $45.2M | $22.7M | ||
| Q1 24 | $41.5M | $-55.8M |
自由现金流率NETSMP
| Q4 25 | 17.1% | -9.8% | ||
| Q3 25 | 14.7% | 16.3% | ||
| Q2 25 | 7.8% | 8.9% | ||
| Q1 25 | 12.5% | -16.8% | ||
| Q4 24 | 11.8% | -3.3% | ||
| Q3 24 | 12.7% | 19.3% | ||
| Q2 24 | 11.3% | 5.8% | ||
| Q1 24 | 11.0% | -16.8% |
资本支出强度NETSMP
| Q4 25 | 13.9% | 2.4% | ||
| Q3 25 | 15.1% | 2.0% | ||
| Q2 25 | 11.7% | 2.1% | ||
| Q1 25 | 17.9% | 2.2% | ||
| Q4 24 | 15.9% | 2.9% | ||
| Q3 24 | 11.7% | 2.8% | ||
| Q2 24 | 7.4% | 3.3% | ||
| Q1 24 | 8.5% | 3.0% |
现金转化率NETSMP
| Q4 25 | — | -3.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.15× | ||
| Q1 25 | — | -4.79× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.19× | ||
| Q2 24 | — | 2.09× | ||
| Q1 24 | — | -5.18× |
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% |
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
