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AMC Networks Inc.(AMCX)与Liberty Broadband Corp(LBRDA)财务数据对比。点击上方公司名可切换其他公司
AMC Networks Inc.的季度营收约是Liberty Broadband Corp的2.3倍($594.8M vs $261.0M)。Liberty Broadband Corp净利率更高(146.7% vs -9.3%,领先156.1%)。Liberty Broadband Corp同比增速更快(6.1% vs -0.8%)。AMC Networks Inc.自由现金流更多($40.4M vs $37.0M)。过去两年Liberty Broadband Corp的营收复合增速更高(4.3% vs -0.1%)
AMC网络公司是总部位于纽约市的美国独立大众传媒娱乐集团,旗下拥有AMC、BBC美国台、IFC、圣丹斯电视、We TV等多个有线频道,还经营纽约IFC中心艺术影院、独立电影公司、动漫版权发行商,以及AMC+、Acorn TV等多个付费订阅流媒体服务。
本公司是一家覆盖英、荷、美三地的跨国电信企业,注册地为百慕大,在伦敦、阿姆斯特丹、丹佛设有总部,旗下拥有多家对应司法辖区的运营主体,其中英国主体为公开上市实体,2005年由自由媒体国际业务板块与UnitedGlobalCom合并成立。
AMCX vs LBRDA — 直观对比
营收规模更大
AMCX
是对方的2.3倍
$261.0M
营收增速更快
LBRDA
高出6.8%
-0.8%
净利率更高
LBRDA
高出156.1%
-9.3%
自由现金流更多
AMCX
多$3.4M
$37.0M
两年增速更快
LBRDA
近两年复合增速
-0.1%
损益表 — Q4 2025 vs Q2 2025
| 指标 | ||
|---|---|---|
| 营收 | $594.8M | $261.0M |
| 净利润 | $-55.5M | $383.0M |
| 毛利率 | 49.7% | — |
| 营业利润率 | -8.6% | 15.7% |
| 净利率 | -9.3% | 146.7% |
| 营收同比 | -0.8% | 6.1% |
| 净利润同比 | 80.5% | 96.4% |
| 每股收益(稀释后) | $-0.97 | $2.68 |
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
AMCX
LBRDA
| Q4 25 | $594.8M | — | ||
| Q3 25 | $561.7M | — | ||
| Q2 25 | $600.0M | $261.0M | ||
| Q1 25 | $555.2M | $266.0M | ||
| Q4 24 | $599.3M | $263.0M | ||
| Q3 24 | $599.6M | $262.0M | ||
| Q2 24 | $625.9M | $246.0M | ||
| Q1 24 | $596.5M | $245.0M |
净利润
AMCX
LBRDA
| Q4 25 | $-55.5M | — | ||
| Q3 25 | $76.5M | — | ||
| Q2 25 | $50.3M | $383.0M | ||
| Q1 25 | $18.0M | $268.0M | ||
| Q4 24 | $-284.5M | $291.0M | ||
| Q3 24 | $41.4M | $142.0M | ||
| Q2 24 | $-29.2M | $195.0M | ||
| Q1 24 | $45.8M | $241.0M |
毛利率
AMCX
LBRDA
| Q4 25 | 49.7% | — | ||
| Q3 25 | 48.2% | — | ||
| Q2 25 | 52.7% | — | ||
| Q1 25 | 51.8% | — | ||
| Q4 24 | 51.2% | — | ||
| Q3 24 | 52.0% | — | ||
| Q2 24 | 55.2% | — | ||
| Q1 24 | 54.5% | — |
营业利润率
AMCX
LBRDA
| Q4 25 | -8.6% | — | ||
| Q3 25 | 9.9% | — | ||
| Q2 25 | 10.7% | 15.7% | ||
| Q1 25 | 11.6% | 16.2% | ||
| Q4 24 | -42.4% | 4.9% | ||
| Q3 24 | 15.6% | 11.5% | ||
| Q2 24 | 1.7% | 8.5% | ||
| Q1 24 | 18.5% | 11.4% |
净利率
AMCX
LBRDA
| Q4 25 | -9.3% | — | ||
| Q3 25 | 13.6% | — | ||
| Q2 25 | 8.4% | 146.7% | ||
| Q1 25 | 3.3% | 100.8% | ||
| Q4 24 | -47.5% | 110.6% | ||
| Q3 24 | 6.9% | 54.2% | ||
| Q2 24 | -4.7% | 79.3% | ||
| Q1 24 | 7.7% | 98.4% |
每股收益(稀释后)
AMCX
LBRDA
| Q4 25 | $-0.97 | — | ||
| Q3 25 | $1.38 | — | ||
| Q2 25 | $0.91 | $2.68 | ||
| Q1 25 | $0.34 | $1.87 | ||
| Q4 24 | $-6.23 | $2.04 | ||
| Q3 24 | $0.76 | $0.99 | ||
| Q2 24 | $-0.66 | $1.36 | ||
| Q1 24 | $1.03 | $1.69 |
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 | $502.4M | $180.0M |
| 总债务越低越好 | $1.8B | $3.1B |
| 股东权益账面价值 | $981.9M | $10.4B |
| 总资产 | $3.9B | $16.6B |
| 负债/权益比越低杠杆越低 | 1.78× | 0.30× |
8季度趋势,按日历期对齐
现金及短期投资
AMCX
LBRDA
| Q4 25 | $502.4M | — | ||
| Q3 25 | $716.8M | — | ||
| Q2 25 | $866.4M | $180.0M | ||
| Q1 25 | $870.2M | $226.0M | ||
| Q4 24 | $784.6M | $163.0M | ||
| Q3 24 | $816.4M | $168.0M | ||
| Q2 24 | $802.6M | $73.0M | ||
| Q1 24 | $690.5M | $108.0M |
总债务
AMCX
LBRDA
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $2.2B | $3.1B | ||
| Q1 25 | $2.3B | $3.8B | ||
| Q4 24 | $2.3B | $3.8B | ||
| Q3 24 | $2.3B | $3.7B | ||
| Q2 24 | $2.4B | $3.6B | ||
| Q1 24 | $2.3B | $3.6B |
股东权益
AMCX
LBRDA
| Q4 25 | $981.9M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $971.7M | $10.4B | ||
| Q1 25 | $888.8M | $10.1B | ||
| Q4 24 | $855.6M | $9.8B | ||
| Q3 24 | $1.1B | $9.5B | ||
| Q2 24 | $1.1B | $9.3B | ||
| Q1 24 | $1.1B | $9.1B |
总资产
AMCX
LBRDA
| Q4 25 | $3.9B | — | ||
| Q3 25 | $4.2B | — | ||
| Q2 25 | $4.4B | $16.6B | ||
| Q1 25 | $4.3B | $17.0B | ||
| Q4 24 | $4.4B | $16.7B | ||
| Q3 24 | $4.8B | $16.3B | ||
| Q2 24 | $4.9B | $16.0B | ||
| Q1 24 | $4.9B | $15.7B |
负债/权益比
AMCX
LBRDA
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.82× | — | ||
| Q2 25 | 2.27× | 0.30× | ||
| Q1 25 | 2.62× | 0.38× | ||
| Q4 24 | 2.73× | 0.38× | ||
| Q3 24 | 2.10× | 0.39× | ||
| Q2 24 | 2.26× | 0.39× | ||
| Q1 24 | 2.17× | 0.40× |
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 | $49.2M | $91.0M |
| 自由现金流经营现金流 - 资本支出 | $40.4M | $37.0M |
| 自由现金流率自由现金流/营收 | 6.8% | 14.2% |
| 资本支出强度资本支出/营收 | 1.5% | 20.7% |
| 现金转化率经营现金流/净利润 | — | 0.24× |
| 过去12个月自由现金流最近4个季度 | $272.4M | $-49.0M |
8季度趋势,按日历期对齐
经营现金流
AMCX
LBRDA
| Q4 25 | $49.2M | — | ||
| Q3 25 | $44.8M | — | ||
| Q2 25 | $102.8M | $91.0M | ||
| Q1 25 | $108.8M | $78.0M | ||
| Q4 24 | $58.1M | $1.0M | ||
| Q3 24 | $62.2M | $24.0M | ||
| Q2 24 | $104.4M | $27.0M | ||
| Q1 24 | $150.9M | $52.0M |
自由现金流
AMCX
LBRDA
| Q4 25 | $40.4M | — | ||
| Q3 25 | $42.0M | — | ||
| Q2 25 | $95.7M | $37.0M | ||
| Q1 25 | $94.2M | $13.0M | ||
| Q4 24 | $37.6M | $-63.0M | ||
| Q3 24 | $53.9M | $-36.0M | ||
| Q2 24 | $95.2M | $-35.0M | ||
| Q1 24 | $144.1M | $-9.0M |
自由现金流率
AMCX
LBRDA
| Q4 25 | 6.8% | — | ||
| Q3 25 | 7.5% | — | ||
| Q2 25 | 16.0% | 14.2% | ||
| Q1 25 | 17.0% | 4.9% | ||
| Q4 24 | 6.3% | -24.0% | ||
| Q3 24 | 9.0% | -13.7% | ||
| Q2 24 | 15.2% | -14.2% | ||
| Q1 24 | 24.2% | -3.7% |
资本支出强度
AMCX
LBRDA
| Q4 25 | 1.5% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 1.2% | 20.7% | ||
| Q1 25 | 2.6% | 24.4% | ||
| Q4 24 | 3.4% | 24.3% | ||
| Q3 24 | 1.4% | 22.9% | ||
| Q2 24 | 1.5% | 25.2% | ||
| Q1 24 | 1.1% | 24.9% |
现金转化率
AMCX
LBRDA
| Q4 25 | — | — | ||
| Q3 25 | 0.59× | — | ||
| Q2 25 | 2.04× | 0.24× | ||
| Q1 25 | 6.03× | 0.29× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | 1.50× | 0.17× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | 3.29× | 0.22× |
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
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
LBRDA
暂无分部数据