vs
Cloudflare, Inc.（NET）与Simpson Manufacturing Co., Inc.（SSD）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Simpson Manufacturing Co., Inc.的1.0倍（$614.5M vs $588.0M），Simpson Manufacturing Co., Inc.净利率更高（15.0% vs -2.0%，领先17.0%），Cloudflare, Inc.同比增速更快（33.6% vs 9.1%），过去两年Cloudflare, Inc.的营收复合增速更高（27.4% vs -0.8%）
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。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
NET vs SSD — 直观对比
营收规模更大
NET
是对方的1.0倍
$588.0M
营收增速更快
NET
高出24.5%
9.1%
净利率更高
SSD
高出17.0%
-2.0%
两年增速更快
NET
近两年复合增速
-0.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $614.5M | $588.0M |
| 净利润 | $-12.1M | $88.2M |
| 毛利率 | 73.6% | 45.2% |
| 营业利润率 | -8.0% | 19.5% |
| 净利率 | -2.0% | 15.0% |
| 营收同比 | 33.6% | 9.1% |
| 净利润同比 | 6.0% | 13.3% |
| 每股收益（稀释后） | $-0.03 | $2.13 |
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NETSSD
| Q1 26 | — | $588.0M | ||
| Q4 25 | $614.5M | $539.3M | ||
| Q3 25 | $562.0M | $623.5M | ||
| Q2 25 | $512.3M | $631.1M | ||
| Q1 25 | $479.1M | $538.9M | ||
| Q4 24 | $459.9M | $517.4M | ||
| Q3 24 | $430.1M | $587.2M | ||
| Q2 24 | $401.0M | $597.0M |
净利润NETSSD
| Q1 26 | — | $88.2M | ||
| Q4 25 | $-12.1M | $56.2M | ||
| Q3 25 | $-1.3M | $107.4M | ||
| Q2 25 | $-50.4M | $103.5M | ||
| Q1 25 | $-38.5M | $77.9M | ||
| Q4 24 | $-12.8M | $55.4M | ||
| Q3 24 | $-15.3M | $93.5M | ||
| Q2 24 | $-15.1M | $97.8M |
毛利率NETSSD
| Q1 26 | — | 45.2% | ||
| Q4 25 | 73.6% | 43.4% | ||
| Q3 25 | 74.0% | 46.4% | ||
| Q2 25 | 74.9% | 46.7% | ||
| Q1 25 | 75.9% | 46.8% | ||
| Q4 24 | 76.4% | 44.0% | ||
| Q3 24 | 77.7% | 46.8% | ||
| Q2 24 | 77.8% | 46.7% |
营业利润率NETSSD
| Q1 26 | — | 19.5% | ||
| Q4 25 | -8.0% | 13.9% | ||
| Q3 25 | -6.7% | 22.6% | ||
| Q2 25 | -13.1% | 22.2% | ||
| Q1 25 | -11.1% | 19.0% | ||
| Q4 24 | -7.5% | 14.8% | ||
| Q3 24 | -7.2% | 21.3% | ||
| Q2 24 | -8.7% | 22.1% |
净利率NETSSD
| Q1 26 | — | 15.0% | ||
| Q4 25 | -2.0% | 10.4% | ||
| Q3 25 | -0.2% | 17.2% | ||
| Q2 25 | -9.8% | 16.4% | ||
| Q1 25 | -8.0% | 14.5% | ||
| Q4 24 | -2.8% | 10.7% | ||
| Q3 24 | -3.6% | 15.9% | ||
| Q2 24 | -3.8% | 16.4% |
每股收益（稀释后）NETSSD
| Q1 26 | — | $2.13 | ||
| Q4 25 | $-0.03 | $1.34 | ||
| Q3 25 | $0.00 | $2.58 | ||
| Q2 25 | $-0.15 | $2.47 | ||
| Q1 25 | $-0.11 | $1.85 | ||
| Q4 24 | $-0.05 | $1.31 | ||
| Q3 24 | $-0.04 | $2.21 | ||
| Q2 24 | $-0.04 | $2.31 |
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 | $341.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $2.1B |
| 总资产 | $6.0B | $3.0B |
| 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NETSSD
| Q1 26 | — | $341.0M | ||
| Q4 25 | $943.5M | $384.1M | ||
| Q3 25 | $1.1B | $297.3M | ||
| Q2 25 | $1.5B | $190.4M | ||
| Q1 25 | $204.5M | $150.3M | ||
| Q4 24 | $147.7M | $239.4M | ||
| Q3 24 | $182.9M | $339.4M | ||
| Q2 24 | $157.0M | $354.9M |
总债务NETSSD
| Q1 26 | — | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M |
股东权益NETSSD
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.5B | $2.0B | ||
| Q3 25 | $1.3B | $2.0B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.4B | $1.9B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $973.1M | $1.9B | ||
| Q2 24 | $881.5M | $1.8B |
总资产NETSSD
| Q1 26 | — | $3.0B | ||
| Q4 25 | $6.0B | $3.1B | ||
| Q3 25 | $5.8B | $3.0B | ||
| Q2 25 | $5.6B | $3.0B | ||
| Q1 25 | $3.7B | $2.8B | ||
| Q4 24 | $3.3B | $2.7B | ||
| Q3 24 | $3.1B | $2.9B | ||
| Q2 24 | $2.9B | $2.8B |
负债/权益比NETSSD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× |
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 | $105.2M | — |
| 自由现金流率自由现金流/营收 | 17.1% | — |
| 资本支出强度资本支出/营收 | 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 | $287.5M | — |
8季度趋势，按日历期对齐
经营现金流NETSSD
| Q1 26 | — | — | ||
| Q4 25 | $190.4M | $155.7M | ||
| Q3 25 | $167.1M | $170.2M | ||
| Q2 25 | $99.8M | $125.2M | ||
| Q1 25 | $145.8M | $7.6M | ||
| Q4 24 | $127.3M | $115.8M | ||
| Q3 24 | $104.7M | $103.3M | ||
| Q2 24 | $74.8M | $111.1M |
自由现金流NETSSD
| Q1 26 | — | — | ||
| Q4 25 | $105.2M | $119.0M | ||
| Q3 25 | $82.5M | $133.9M | ||
| Q2 25 | $39.9M | $87.3M | ||
| Q1 25 | $59.9M | $-42.6M | ||
| Q4 24 | $54.2M | $60.3M | ||
| Q3 24 | $54.5M | $58.1M | ||
| Q2 24 | $45.2M | $70.9M |
自由现金流率NETSSD
| Q1 26 | — | — | ||
| Q4 25 | 17.1% | 22.1% | ||
| Q3 25 | 14.7% | 21.5% | ||
| Q2 25 | 7.8% | 13.8% | ||
| Q1 25 | 12.5% | -7.9% | ||
| Q4 24 | 11.8% | 11.7% | ||
| Q3 24 | 12.7% | 9.9% | ||
| Q2 24 | 11.3% | 11.9% |
资本支出强度NETSSD
| Q1 26 | — | — | ||
| Q4 25 | 13.9% | 6.8% | ||
| Q3 25 | 15.1% | 5.8% | ||
| Q2 25 | 11.7% | 6.0% | ||
| Q1 25 | 17.9% | 9.3% | ||
| Q4 24 | 15.9% | 10.7% | ||
| Q3 24 | 11.7% | 7.7% | ||
| Q2 24 | 7.4% | 6.7% |
现金转化率NETSSD
| Q1 26 | — | — | ||
| Q4 25 | — | 2.77× | ||
| Q3 25 | — | 1.58× | ||
| Q2 25 | — | 1.21× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | — | 1.10× | ||
| Q2 24 | — | 1.14× |
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% |
SSD
暂无分部数据
