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CALIX, INC（CALX）与COGENT COMMUNICATIONS HOLDINGS, INC.（CCOI）财务数据对比。点击上方公司名可切换其他公司
CALIX, INC的季度营收约是COGENT COMMUNICATIONS HOLDINGS, INC.的1.2倍（$280.0M vs $240.5M）。CALIX, INC净利率更高（4.0% vs -12.8%，领先16.8%）。CALIX, INC同比增速更快（27.1% vs -4.7%）。CALIX, INC自由现金流更多（$6.5M vs $-43.0M）。过去两年CALIX, INC的营收复合增速更高（18.9% vs -4.9%）
Calix是1999年成立、总部位于美国加利福尼亚州圣何塞的电信企业，专注于提供软件平台、系统及相关服务，为宽带业务的部署落地提供技术支撑，助力运营商为用户提供稳定高效的网络接入服务。
高智通信控股公司是总部设在美国的跨国互联网服务供应商，核心业务包括光纤IP专用网络下的互联网接入与数据传输服务，同时也提供数据中心服务器托管业务，在全球互联网基础设施领域拥有广泛的业务布局。
CALX vs CCOI — 直观对比
营收规模更大
CALX
是对方的1.2倍
$240.5M
营收增速更快
CALX
高出31.8%
-4.7%
净利率更高
CALX
高出16.8%
-12.8%
自由现金流更多
CALX
多$49.5M
$-43.0M
两年增速更快
CALX
近两年复合增速
-4.9%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $280.0M | $240.5M |
| 净利润 | $11.2M | $-30.8M |
| 毛利率 | 56.9% | 46.6% |
| 营业利润率 | — | -4.7% |
| 净利率 | 4.0% | -12.8% |
| 营收同比 | 27.1% | -4.7% |
| 净利润同比 | 334.2% | 28.9% |
| 每股收益（稀释后） | $0.16 | $-0.63 |
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CALXCCOI
| Q1 26 | $280.0M | — | ||
| Q4 25 | $272.4M | $240.5M | ||
| Q3 25 | $265.4M | $241.9M | ||
| Q2 25 | $241.9M | $246.2M | ||
| Q1 25 | $220.2M | $247.0M | ||
| Q4 24 | $206.1M | $252.3M | ||
| Q3 24 | $200.9M | $257.2M | ||
| Q2 24 | $198.1M | $260.4M |
净利润CALXCCOI
| Q1 26 | $11.2M | — | ||
| Q4 25 | $7.2M | $-30.8M | ||
| Q3 25 | $15.7M | $-41.5M | ||
| Q2 25 | $-199.0K | $-57.8M | ||
| Q1 25 | $-4.8M | $-52.0M | ||
| Q4 24 | $-17.9M | $-43.3M | ||
| Q3 24 | $-4.0M | $-63.1M | ||
| Q2 24 | $-8.0M | $-32.3M |
毛利率CALXCCOI
| Q1 26 | 56.9% | — | ||
| Q4 25 | 57.7% | 46.6% | ||
| Q3 25 | 57.3% | 45.6% | ||
| Q2 25 | 56.3% | 44.2% | ||
| Q1 25 | 55.7% | 44.4% | ||
| Q4 24 | 55.0% | 38.5% | ||
| Q3 24 | 54.8% | 37.2% | ||
| Q2 24 | 54.3% | 40.0% |
营业利润率CALXCCOI
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | -4.7% | ||
| Q3 25 | 6.6% | -7.5% | ||
| Q2 25 | 0.2% | -12.8% | ||
| Q1 25 | -2.8% | -16.3% | ||
| Q4 24 | -9.1% | -13.2% | ||
| Q3 24 | -5.4% | -22.5% | ||
| Q2 24 | -5.7% | -18.1% |
净利率CALXCCOI
| Q1 26 | 4.0% | — | ||
| Q4 25 | 2.6% | -12.8% | ||
| Q3 25 | 5.9% | -17.2% | ||
| Q2 25 | -0.1% | -23.5% | ||
| Q1 25 | -2.2% | -21.1% | ||
| Q4 24 | -8.7% | -17.2% | ||
| Q3 24 | -2.0% | -24.5% | ||
| Q2 24 | -4.0% | -12.4% |
每股收益（稀释后）CALXCCOI
| Q1 26 | $0.16 | — | ||
| Q4 25 | $0.11 | $-0.63 | ||
| Q3 25 | $0.22 | $-0.87 | ||
| Q2 25 | $0.00 | $-1.21 | ||
| Q1 25 | $-0.07 | $-1.09 | ||
| Q4 24 | $-0.27 | $-0.89 | ||
| Q3 24 | $-0.06 | $-1.33 | ||
| Q2 24 | $-0.12 | $-0.68 |
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 | $54.6M | $148.5M |
| 总债务越低越好 | — | $1.7B |
| 股东权益账面价值 | $738.0M | $-63.8M |
| 总资产 | — | $3.1B |
| 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CALXCCOI
| Q1 26 | $54.6M | — | ||
| Q4 25 | $143.1M | $148.5M | ||
| Q3 25 | $95.0M | $147.1M | ||
| Q2 25 | $76.5M | $213.7M | ||
| Q1 25 | $42.3M | $153.8M | ||
| Q4 24 | $43.2M | $198.5M | ||
| Q3 24 | $62.4M | $279.2M | ||
| Q2 24 | $84.5M | $384.4M |
总债务CALXCCOI
| Q1 26 | — | — | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CALXCCOI
| Q1 26 | $738.0M | — | ||
| Q4 25 | $859.2M | $-63.8M | ||
| Q3 25 | $822.5M | $-39.2M | ||
| Q2 25 | $772.7M | $46.7M | ||
| Q1 25 | $767.2M | $142.8M | ||
| Q4 24 | $780.9M | $222.8M | ||
| Q3 24 | $778.7M | $323.6M | ||
| Q2 24 | $754.2M | $415.5M |
总资产CALXCCOI
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $3.1B | ||
| Q3 25 | $976.4M | $3.1B | ||
| Q2 25 | $921.4M | $3.3B | ||
| Q1 25 | $917.1M | $3.1B | ||
| Q4 24 | $939.3M | $3.2B | ||
| Q3 24 | $937.5M | $3.2B | ||
| Q2 24 | $917.9M | $3.3B |
负债/权益比CALXCCOI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 6.53× | ||
| Q3 24 | — | — | ||
| Q2 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 | $14.6M | $-6.0M |
| 自由现金流经营现金流 - 资本支出 | $6.5M | $-43.0M |
| 自由现金流率自由现金流/营收 | 2.3% | -17.9% |
| 资本支出强度资本支出/营收 | — | 15.4% |
| 现金转化率经营现金流/净利润 | 1.31× | — |
| 过去12个月自由现金流最近4个季度 | $109.1M | $-198.1M |
8季度趋势，按日历期对齐
经营现金流CALXCCOI
| Q1 26 | $14.6M | — | ||
| Q4 25 | $46.0M | $-6.0M | ||
| Q3 25 | $32.3M | $3.1M | ||
| Q2 25 | $39.4M | $-44.0M | ||
| Q1 25 | $17.2M | $36.4M | ||
| Q4 24 | $15.4M | $14.5M | ||
| Q3 24 | $16.0M | $-20.2M | ||
| Q2 24 | $22.3M | $-22.2M |
自由现金流CALXCCOI
| Q1 26 | $6.5M | — | ||
| Q4 25 | $40.3M | $-43.0M | ||
| Q3 25 | $26.7M | $-33.1M | ||
| Q2 25 | $35.6M | $-100.2M | ||
| Q1 25 | $12.9M | $-21.7M | ||
| Q4 24 | $10.2M | $-31.6M | ||
| Q3 24 | $12.8M | $-79.5M | ||
| Q2 24 | $16.4M | $-70.9M |
自由现金流率CALXCCOI
| Q1 26 | 2.3% | — | ||
| Q4 25 | 14.8% | -17.9% | ||
| Q3 25 | 10.1% | -13.7% | ||
| Q2 25 | 14.7% | -40.7% | ||
| Q1 25 | 5.9% | -8.8% | ||
| Q4 24 | 5.0% | -12.5% | ||
| Q3 24 | 6.3% | -30.9% | ||
| Q2 24 | 8.3% | -27.2% |
资本支出强度CALXCCOI
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 15.4% | ||
| Q3 25 | 2.1% | 15.0% | ||
| Q2 25 | 1.5% | 22.8% | ||
| Q1 25 | 2.0% | 23.5% | ||
| Q4 24 | 2.5% | 18.3% | ||
| Q3 24 | 1.6% | 23.0% | ||
| Q2 24 | 3.0% | 18.7% |
现金转化率CALXCCOI
| Q1 26 | 1.31× | — | ||
| Q4 25 | 6.38× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
CALX
| Appliance | $232.8M | 83% |
| Software and service | $47.1M | 17% |
CCOI
暂无分部数据
