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Natera, Inc.（NTRA）与UFP INDUSTRIES INC（UFPI）财务数据对比。点击上方公司名可切换其他公司
UFP INDUSTRIES INC的季度营收约是Natera, Inc.的2.0倍（$1.3B vs $665.5M），Natera, Inc.净利率更高（7.1% vs 3.0%，领先4.1%），Natera, Inc.同比增速更快（39.8% vs -9.0%），UFP INDUSTRIES INC自由现金流更多（$82.7M vs $37.8M），过去两年Natera, Inc.的营收复合增速更高（34.5% vs -9.9%）
Natera是总部位于美国得克萨斯州奥斯汀的临床基因检测企业，主打无创游离DNA（cfDNA）检测技术，业务覆盖女性健康、肿瘤及器官健康三大核心赛道。其自研专利技术结合前沿分子生物学手段与生物信息学工具矩阵，可实现单管血液样本中低至单个分子级别的高灵敏度检测。
UFP工业是一家控股企业，业务覆盖零售、工业、建筑三大市场，总部位于美国密歇根州大急流城，1993年公开上市，旗下共有218家关联运营主体，面向零售、建筑、包装三大领域供应数万种产品。
NTRA vs UFPI — 直观对比
营收规模更大
UFPI
是对方的2.0倍
$665.5M
营收增速更快
NTRA
高出48.8%
-9.0%
净利率更高
NTRA
高出4.1%
3.0%
自由现金流更多
UFPI
多$44.9M
$37.8M
两年增速更快
NTRA
近两年复合增速
-9.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $1.3B |
| 净利润 | $47.3M | $40.0M |
| 毛利率 | — | 16.3% |
| 营业利润率 | -3.4% | 4.4% |
| 净利率 | 7.1% | 3.0% |
| 营收同比 | 39.8% | -9.0% |
| 净利润同比 | 187.9% | -41.3% |
| 每股收益（稀释后） | $0.36 | $0.71 |
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NTRAUFPI
| Q4 25 | $665.5M | $1.3B | ||
| Q3 25 | $592.2M | $1.6B | ||
| Q2 25 | $546.6M | $1.8B | ||
| Q1 25 | $501.8M | $1.6B | ||
| Q4 24 | $476.1M | $1.5B | ||
| Q3 24 | $439.8M | $1.6B | ||
| Q2 24 | $413.4M | $1.9B | ||
| Q1 24 | $367.7M | $1.6B |
净利润NTRAUFPI
| Q4 25 | $47.3M | $40.0M | ||
| Q3 25 | $-87.5M | $75.3M | ||
| Q2 25 | $-100.9M | $100.7M | ||
| Q1 25 | $-66.9M | $78.8M | ||
| Q4 24 | $-53.8M | $68.0M | ||
| Q3 24 | $-31.6M | $99.8M | ||
| Q2 24 | $-37.5M | $125.9M | ||
| Q1 24 | $-67.6M | $120.8M |
毛利率NTRAUFPI
| Q4 25 | — | 16.3% | ||
| Q3 25 | — | 16.8% | ||
| Q2 25 | — | 17.0% | ||
| Q1 25 | — | 16.8% | ||
| Q4 24 | — | 16.4% | ||
| Q3 24 | — | 18.1% | ||
| Q2 24 | — | 19.1% | ||
| Q1 24 | — | 19.9% |
营业利润率NTRAUFPI
| Q4 25 | -3.4% | 4.4% | ||
| Q3 25 | -16.5% | 5.7% | ||
| Q2 25 | -20.2% | 6.7% | ||
| Q1 25 | -15.8% | 5.8% | ||
| Q4 24 | -13.6% | 5.4% | ||
| Q3 24 | -8.9% | 7.3% | ||
| Q2 24 | -10.6% | 8.4% | ||
| Q1 24 | -20.2% | 8.2% |
净利率NTRAUFPI
| Q4 25 | 7.1% | 3.0% | ||
| Q3 25 | -14.8% | 4.8% | ||
| Q2 25 | -18.5% | 5.5% | ||
| Q1 25 | -13.3% | 4.9% | ||
| Q4 24 | -11.3% | 4.7% | ||
| Q3 24 | -7.2% | 6.1% | ||
| Q2 24 | -9.1% | 6.6% | ||
| Q1 24 | -18.4% | 7.4% |
每股收益（稀释后）NTRAUFPI
| Q4 25 | $0.36 | $0.71 | ||
| Q3 25 | $-0.64 | $1.29 | ||
| Q2 25 | $-0.74 | $1.70 | ||
| Q1 25 | $-0.50 | $1.30 | ||
| Q4 24 | $-0.41 | $1.12 | ||
| Q3 24 | $-0.26 | $1.64 | ||
| Q2 24 | $-0.30 | $2.05 | ||
| Q1 24 | $-0.56 | $1.96 |
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 | — | $948.6M |
| 总债务越低越好 | — | $229.8M |
| 股东权益账面价值 | $1.7B | $3.1B |
| 总资产 | $2.4B | $4.0B |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资NTRAUFPI
| Q4 25 | — | $948.6M | ||
| Q3 25 | $1.0M | $1.0B | ||
| Q2 25 | $16.0M | $874.0M | ||
| Q1 25 | $17.8M | $934.3M | ||
| Q4 24 | $22.7M | $1.2B | ||
| Q3 24 | $29.5M | $1.2B | ||
| Q2 24 | $90.3M | $1.1B | ||
| Q1 24 | $69.1M | $1.0B |
总债务NTRAUFPI
| Q4 25 | — | $229.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $234.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益NTRAUFPI
| Q4 25 | $1.7B | $3.1B | ||
| Q3 25 | $1.3B | $3.2B | ||
| Q2 25 | $1.2B | $3.1B | ||
| Q1 25 | $1.2B | $3.2B | ||
| Q4 24 | $1.2B | $3.2B | ||
| Q3 24 | $878.5M | $3.2B | ||
| Q2 24 | $836.5M | $3.1B | ||
| Q1 24 | $794.1M | $3.1B |
总资产NTRAUFPI
| Q4 25 | $2.4B | $4.0B | ||
| Q3 25 | $1.8B | $4.1B | ||
| Q2 25 | $1.8B | $4.1B | ||
| Q1 25 | $1.7B | $4.2B | ||
| Q4 24 | $1.7B | $4.2B | ||
| Q3 24 | $1.6B | $4.2B | ||
| Q2 24 | $1.5B | $4.1B | ||
| Q1 24 | $1.5B | $4.1B |
负债/权益比NTRAUFPI
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.07× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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 | $73.9M | $146.6M |
| 自由现金流经营现金流 - 资本支出 | $37.8M | $82.7M |
| 自由现金流率自由现金流/营收 | 5.7% | 6.2% |
| 资本支出强度资本支出/营收 | 5.4% | 4.8% |
| 现金转化率经营现金流/净利润 | 1.56× | 3.67× |
| 过去12个月自由现金流最近4个季度 | $109.1M | $276.4M |
8季度趋势，按日历期对齐
经营现金流NTRAUFPI
| Q4 25 | $73.9M | $146.6M | ||
| Q3 25 | $59.4M | $286.0M | ||
| Q2 25 | $37.6M | $221.9M | ||
| Q1 25 | $44.5M | $-108.8M | ||
| Q4 24 | $52.9M | $144.9M | ||
| Q3 24 | $51.8M | $258.6M | ||
| Q2 24 | $4.0M | $255.9M | ||
| Q1 24 | $27.0M | $-16.8M |
自由现金流NTRAUFPI
| Q4 25 | $37.8M | $82.7M | ||
| Q3 25 | $37.0M | $210.2M | ||
| Q2 25 | $11.7M | $159.5M | ||
| Q1 25 | $22.6M | $-176.1M | ||
| Q4 24 | $34.8M | $78.1M | ||
| Q3 24 | $35.5M | $199.7M | ||
| Q2 24 | $-7.7M | $198.4M | ||
| Q1 24 | $6.7M | $-65.9M |
自由现金流率NTRAUFPI
| Q4 25 | 5.7% | 6.2% | ||
| Q3 25 | 6.2% | 13.5% | ||
| Q2 25 | 2.1% | 8.7% | ||
| Q1 25 | 4.5% | -11.0% | ||
| Q4 24 | 7.3% | 5.3% | ||
| Q3 24 | 8.1% | 12.1% | ||
| Q2 24 | -1.9% | 10.4% | ||
| Q1 24 | 1.8% | -4.0% |
资本支出强度NTRAUFPI
| Q4 25 | 5.4% | 4.8% | ||
| Q3 25 | 3.8% | 4.9% | ||
| Q2 25 | 4.7% | 3.4% | ||
| Q1 25 | 4.3% | 4.2% | ||
| Q4 24 | 3.8% | 4.6% | ||
| Q3 24 | 3.7% | 3.6% | ||
| Q2 24 | 2.8% | 3.0% | ||
| Q1 24 | 5.5% | 3.0% |
现金转化率NTRAUFPI
| Q4 25 | 1.56× | 3.67× | ||
| Q3 25 | — | 3.80× | ||
| Q2 25 | — | 2.20× | ||
| Q1 25 | — | -1.38× | ||
| Q4 24 | — | 2.13× | ||
| Q3 24 | — | 2.59× | ||
| Q2 24 | — | 2.03× | ||
| Q1 24 | — | -0.14× |
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
NTRA
暂无分部数据
UFPI
| Retail Segment | $444.0M | 33% |
| Structural Packaging | $230.2M | 17% |
| Factory Built | $189.7M | 14% |
| Site Built | $152.7M | 11% |
| Palletone Inc | $119.2M | 9% |
| Deckorators | $55.2M | 4% |
| Commercial | $53.2M | 4% |
| Concrete Forming | $44.2M | 3% |
| Transferred Over Time | $29.6M | 2% |
| Protective Packaging | $20.7M | 2% |
