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Natural Grocers by Vitamin Cottage, Inc.（NGVC）与沃夫斯沛（WOLF）财务数据对比。点击上方公司名可切换其他公司
Natural Grocers by Vitamin Cottage, Inc.的季度营收约是沃夫斯沛的2.0倍（$335.6M vs $168.5M），Natural Grocers by Vitamin Cottage, Inc.净利率更高（3.4% vs -89.4%，领先92.8%），Natural Grocers by Vitamin Cottage, Inc.同比增速更快（1.6% vs -6.6%），Natural Grocers by Vitamin Cottage, Inc.自由现金流更多（$11.6M vs $-72.6M），过去两年Natural Grocers by Vitamin Cottage, Inc.的营收复合增速更高（4.4% vs -8.4%）
Natural Grocers by Vitamin Cottage, Inc.是美国本土的特色零售连锁企业，主营认证有机食品、膳食补充剂、天然个护及环保家居类产品，面向健康意识较强的消费群体，门店覆盖美国多州，执行严格品控标准，拒绝售卖含人工添加剂的商品。
Wolfspeed, Inc.（原Cree, Inc.）是一家美国宽禁带半导体研发制造商，核心业务聚焦碳化硅材料与功率器件，产品主要应用于交通、电源、功率逆变器以及无线系统等领域，是碳化硅功率半导体领域的领先企业。
NGVC vs WOLF — 直观对比
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.6M | $168.5M |
| 净利润 | $11.3M | $-150.6M |
| 毛利率 | 29.5% | -46.5% |
| 营业利润率 | 4.4% | -94.0% |
| 净利率 | 3.4% | -89.4% |
| 营收同比 | 1.6% | -6.6% |
| 净利润同比 | 14.0% | 59.5% |
| 每股收益（稀释后） | $0.49 | $-5.78 |
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
| Q4 25 | $335.6M | $168.5M | ||
| Q3 25 | $336.1M | $196.8M | ||
| Q2 25 | $328.7M | $197.0M | ||
| Q1 25 | $335.8M | $185.4M | ||
| Q4 24 | $330.2M | $180.5M | ||
| Q3 24 | $322.7M | $194.7M | ||
| Q2 24 | $309.1M | $200.7M | ||
| Q1 24 | $308.1M | $200.7M |
| Q4 25 | $11.3M | $-150.6M | ||
| Q3 25 | $11.8M | $-643.6M | ||
| Q2 25 | $11.6M | $-669.3M | ||
| Q1 25 | $13.1M | $-285.5M | ||
| Q4 24 | $9.9M | $-372.2M | ||
| Q3 24 | $9.0M | $-282.2M | ||
| Q2 24 | $9.2M | $-174.9M | ||
| Q1 24 | $8.0M | $-148.9M |
| Q4 25 | 29.5% | -46.5% | ||
| Q3 25 | 29.5% | -39.2% | ||
| Q2 25 | 29.9% | -13.0% | ||
| Q1 25 | 30.3% | -12.1% | ||
| Q4 24 | 29.9% | -20.6% | ||
| Q3 24 | 29.6% | -18.6% | ||
| Q2 24 | 29.2% | 1.2% | ||
| Q1 24 | 29.3% | 11.2% |
| Q4 25 | 4.4% | -94.0% | ||
| Q3 25 | 4.6% | -82.0% | ||
| Q2 25 | 4.7% | -295.2% | ||
| Q1 25 | 5.2% | -104.9% | ||
| Q4 24 | 4.0% | -178.9% | ||
| Q3 24 | 3.7% | -118.2% | ||
| Q2 24 | 4.2% | -72.7% | ||
| Q1 24 | 3.7% | -53.0% |
| Q4 25 | 3.4% | -89.4% | ||
| Q3 25 | 3.5% | -327.0% | ||
| Q2 25 | 3.5% | -339.7% | ||
| Q1 25 | 3.9% | -154.0% | ||
| Q4 24 | 3.0% | -206.2% | ||
| Q3 24 | 2.8% | -144.9% | ||
| Q2 24 | 3.0% | -87.1% | ||
| Q1 24 | 2.6% | -74.2% |
| Q4 25 | $0.49 | $-5.78 | ||
| Q3 25 | $0.51 | $-4.12 | ||
| Q2 25 | $0.50 | $-4.42 | ||
| Q1 25 | $0.56 | $-1.86 | ||
| Q4 24 | $0.43 | $-2.88 | ||
| Q3 24 | $0.38 | $-2.23 | ||
| Q2 24 | $0.40 | $-1.39 | ||
| Q1 24 | $0.35 | $-1.18 |
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 | $23.2M | $1.3B |
| 总债务越低越好 | — | $2.0B |
| 股东权益账面价值 | $220.0M | $627.4M |
| 总资产 | $668.6M | $3.4B |
| 负债/权益比越低杠杆越低 | — | 3.13× |
8季度趋势，按日历期对齐
| Q4 25 | $23.2M | $1.3B | ||
| Q3 25 | $17.1M | $926.0M | ||
| Q2 25 | $13.2M | $955.4M | ||
| Q1 25 | $21.2M | $1.3B | ||
| Q4 24 | $6.3M | $1.4B | ||
| Q3 24 | $8.9M | $1.7B | ||
| Q2 24 | $13.9M | $2.2B | ||
| Q1 24 | $11.0M | $2.6B |
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $6.5B | ||
| Q1 25 | — | $6.5B | ||
| Q4 24 | — | $6.4B | ||
| Q3 24 | — | $6.2B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | — |
| Q4 25 | $220.0M | $627.4M | ||
| Q3 25 | $212.4M | $-1.1B | ||
| Q2 25 | $202.5M | $-447.1M | ||
| Q1 25 | $193.0M | $212.7M | ||
| Q4 24 | $181.9M | $372.6M | ||
| Q3 24 | $174.3M | $628.9M | ||
| Q2 24 | $167.8M | $882.1M | ||
| Q1 24 | $160.0M | $1.0B |
| Q4 25 | $668.6M | $3.4B | ||
| Q3 25 | $670.5M | $6.6B | ||
| Q2 25 | $659.0M | $6.9B | ||
| Q1 25 | $664.6M | $7.6B | ||
| Q4 24 | $648.9M | $7.7B | ||
| Q3 24 | $655.5M | $7.9B | ||
| Q2 24 | $654.4M | $8.0B | ||
| Q1 24 | $656.6M | $7.7B |
| Q4 25 | — | 3.13× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 30.61× | ||
| Q4 24 | — | 17.24× | ||
| Q3 24 | — | 9.81× | ||
| Q2 24 | — | 6.98× | ||
| Q1 24 | — | — |
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 | $21.1M | $-42.6M |
| 自由现金流经营现金流 - 资本支出 | $11.6M | $-72.6M |
| 自由现金流率自由现金流/营收 | 3.4% | -43.1% |
| 资本支出强度资本支出/营收 | 2.9% | 17.8% |
| 现金转化率经营现金流/净利润 | 1.86× | — |
| 过去12个月自由现金流最近4个季度 | $42.6M | $-988.1M |
8季度趋势，按日历期对齐
| Q4 25 | $21.1M | $-42.6M | ||
| Q3 25 | $15.6M | $5.7M | ||
| Q2 25 | $2.9M | $-242.5M | ||
| Q1 25 | $34.1M | $-142.1M | ||
| Q4 24 | $2.7M | $-195.1M | ||
| Q3 24 | $24.5M | $-132.0M | ||
| Q2 24 | $12.4M | $-239.5M | ||
| Q1 24 | $20.2M | $-136.2M |
| Q4 25 | $11.6M | $-72.6M | ||
| Q3 25 | $7.5M | $-98.3M | ||
| Q2 25 | $-4.2M | $-454.4M | ||
| Q1 25 | $27.6M | $-362.8M | ||
| Q4 24 | $-6.9M | $-596.9M | ||
| Q3 24 | $18.0M | $-569.0M | ||
| Q2 24 | $3.6M | $-883.8M | ||
| Q1 24 | $9.8M | $-713.7M |
| Q4 25 | 3.4% | -43.1% | ||
| Q3 25 | 2.2% | -49.9% | ||
| Q2 25 | -1.3% | -230.7% | ||
| Q1 25 | 8.2% | -195.7% | ||
| Q4 24 | -2.1% | -330.7% | ||
| Q3 24 | 5.6% | -292.2% | ||
| Q2 24 | 1.2% | -440.4% | ||
| Q1 24 | 3.2% | -355.6% |
| Q4 25 | 2.9% | 17.8% | ||
| Q3 25 | 2.4% | 52.8% | ||
| Q2 25 | 2.2% | 107.6% | ||
| Q1 25 | 1.9% | 119.0% | ||
| Q4 24 | 2.9% | 222.6% | ||
| Q3 24 | 2.0% | 224.4% | ||
| Q2 24 | 2.9% | 321.0% | ||
| Q1 24 | 3.4% | 287.7% |
| Q4 25 | 1.86× | — | ||
| Q3 25 | 1.32× | — | ||
| Q2 25 | 0.25× | — | ||
| Q1 25 | 2.60× | — | ||
| Q4 24 | 0.27× | — | ||
| Q3 24 | 2.72× | — | ||
| Q2 24 | 1.35× | — | ||
| Q1 24 | 2.54× | — |
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
NGVC
| Grocery | $243.8M | 73% |
| Dietary Supplements | $60.7M | 18% |
| Manufactured Product Other | $31.0M | 9% |
WOLF
| Power Products | $118.3M | 70% |
| Materials Products | $50.2M | 30% |
