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Crown Castle(CCI)与Claros Mortgage Trust, Inc.(CMTG)财务数据对比。点击上方公司名可切换其他公司
Crown Castle的季度营收约是Claros Mortgage Trust, Inc.的21.6倍($1.0B vs $46.7M)。Crown Castle净利率更高(77.2% vs -468.9%,领先546.2%)。Crown Castle同比增速更快(-4.8% vs -22.4%)。过去两年Crown Castle的营收复合增速更高(368.6% vs -10.9%)
Crown Castle Inc.是总部位于美国得克萨斯州休斯敦的房地产投资信托企业,同时是美国共享通信基础设施服务商,在全球设有100个办事处,旗下拥有超4万座信号塔、约8.5万英里光纤线路,为小基站及光纤系统提供网络支撑。
Claros Mortgage Trust, Inc.是一家总部位于美国的房地产投资信托公司,主要投资住宅及商业抵押贷款、抵押贷款支持证券等各类抵押相关资产,通过严谨的资产筛选和投资组合管理为股东创造稳定的风险调整后回报。
CCI vs CMTG — 直观对比
营收规模更大
CCI
是对方的21.6倍
$46.7M
营收增速更快
CCI
高出17.6%
-22.4%
净利率更高
CCI
高出546.2%
-468.9%
两年增速更快
CCI
近两年复合增速
-10.9%
损益表 — Q1 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $46.7M |
| 净利润 | $780.0M | $-219.2M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 77.2% | -468.9% |
| 营收同比 | -4.8% | -22.4% |
| 净利润同比 | 76.0% | -117.7% |
| 每股收益(稀释后) | $1.80 | $-1.56 |
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
CCI
CMTG
| Q1 26 | $1.0B | — | ||
| Q4 25 | $53.0M | $46.7M | ||
| Q3 25 | $60.0M | $46.1M | ||
| Q2 25 | $52.0M | $51.6M | ||
| Q1 25 | $50.0M | $43.4M | ||
| Q4 24 | $52.0M | $60.2M | ||
| Q3 24 | $59.0M | $64.9M | ||
| Q2 24 | $46.0M | $64.5M |
净利润
CCI
CMTG
| Q1 26 | $780.0M | — | ||
| Q4 25 | $294.0M | $-219.2M | ||
| Q3 25 | $323.0M | $-9.5M | ||
| Q2 25 | $291.0M | $-181.7M | ||
| Q1 25 | $-464.0M | $-78.6M | ||
| Q4 24 | $-4.8B | $-100.7M | ||
| Q3 24 | $303.0M | $-56.2M | ||
| Q2 24 | $251.0M | $-11.6M |
毛利率
CCI
CMTG
| Q1 26 | — | — | ||
| Q4 25 | 47.2% | — | ||
| Q3 25 | 50.0% | — | ||
| Q2 25 | 48.1% | — | ||
| Q1 25 | 44.0% | — | ||
| Q4 24 | 46.2% | — | ||
| Q3 24 | 49.2% | — | ||
| Q2 24 | 41.3% | — |
营业利润率
CCI
CMTG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -8663.5% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
净利率
CCI
CMTG
| Q1 26 | 77.2% | — | ||
| Q4 25 | 554.7% | -468.9% | ||
| Q3 25 | 538.3% | -20.7% | ||
| Q2 25 | 559.6% | -351.9% | ||
| Q1 25 | -928.0% | -181.3% | ||
| Q4 24 | -9169.2% | -167.2% | ||
| Q3 24 | 513.6% | -86.7% | ||
| Q2 24 | 545.7% | -17.9% |
每股收益(稀释后)
CCI
CMTG
| Q1 26 | $1.80 | — | ||
| Q4 25 | $0.67 | $-1.56 | ||
| Q3 25 | $0.74 | $-0.07 | ||
| Q2 25 | $0.67 | $-1.30 | ||
| Q1 25 | $-1.07 | $-0.56 | ||
| Q4 24 | $-10.97 | $-0.72 | ||
| Q3 24 | $0.70 | $-0.40 | ||
| Q2 24 | $0.58 | $-0.09 |
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 | $55.0K | $173.2M |
| 总债务越低越好 | — | $3.2B |
| 股东权益账面价值 | — | $1.5B |
| 总资产 | $31.4M | $4.7B |
| 负债/权益比越低杠杆越低 | — | 2.06× |
8季度趋势,按日历期对齐
现金及短期投资
CCI
CMTG
| Q1 26 | $55.0K | — | ||
| Q4 25 | $99.0M | $173.2M | ||
| Q3 25 | $57.0M | $339.5M | ||
| Q2 25 | $94.0M | $209.2M | ||
| Q1 25 | $60.0M | $127.8M | ||
| Q4 24 | $119.0M | $99.1M | ||
| Q3 24 | $194.0M | $113.9M | ||
| Q2 24 | $155.0M | $148.2M |
总债务
CCI
CMTG
| Q1 26 | — | — | ||
| Q4 25 | $21.6B | $3.2B | ||
| Q3 25 | $21.6B | $3.7B | ||
| Q2 25 | $22.0B | $4.0B | ||
| Q1 25 | $22.9B | $4.7B | ||
| Q4 24 | $23.5B | $4.9B | ||
| Q3 24 | $23.5B | $5.1B | ||
| Q2 24 | $22.9B | $5.3B |
股东权益
CCI
CMTG
| Q1 26 | — | — | ||
| Q4 25 | $-1.6B | $1.5B | ||
| Q3 25 | $-1.5B | $1.7B | ||
| Q2 25 | $-1.4B | $1.8B | ||
| Q1 25 | $-1.3B | $1.9B | ||
| Q4 24 | $-133.0M | $2.0B | ||
| Q3 24 | $5.3B | $2.1B | ||
| Q2 24 | $5.7B | $2.2B |
总资产
CCI
CMTG
| Q1 26 | $31.4M | — | ||
| Q4 25 | $31.5B | $4.7B | ||
| Q3 25 | $31.5B | $5.4B | ||
| Q2 25 | $31.6B | $5.8B | ||
| Q1 25 | $31.8B | $6.7B | ||
| Q4 24 | $32.7B | $7.0B | ||
| Q3 24 | $38.0B | $7.3B | ||
| Q2 24 | $38.2B | $7.6B |
负债/权益比
CCI
CMTG
| Q1 26 | — | — | ||
| Q4 25 | — | 2.06× | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | — | 2.29× | ||
| Q1 25 | — | 2.42× | ||
| Q4 24 | — | 2.44× | ||
| Q3 24 | 4.43× | 2.44× | ||
| Q2 24 | 4.04× | 2.46× |
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 | — | $2.4M |
| 自由现金流经营现金流 - 资本支出 | $-43.0M | — |
| 自由现金流率自由现金流/营收 | -4.3% | — |
| 资本支出强度资本支出/营收 | 14.9% | — |
| 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 | $2.2B | — |
8季度趋势,按日历期对齐
经营现金流
CCI
CMTG
| Q1 26 | — | — | ||
| Q4 25 | $870.0M | $2.4M | ||
| Q3 25 | $714.0M | $8.8M | ||
| Q2 25 | $832.0M | $-5.8M | ||
| Q1 25 | $641.0M | $-35.8M | ||
| Q4 24 | $877.0M | $18.3M | ||
| Q3 24 | $699.0M | $39.2M | ||
| Q2 24 | $768.0M | $5.5M |
自由现金流
CCI
CMTG
| Q1 26 | $-43.0M | — | ||
| Q4 25 | $811.0M | — | ||
| Q3 25 | $671.0M | — | ||
| Q2 25 | $792.0M | — | ||
| Q1 25 | $601.0M | — | ||
| Q4 24 | $601.0M | — | ||
| Q3 24 | $402.0M | — | ||
| Q2 24 | $439.0M | — |
自由现金流率
CCI
CMTG
| Q1 26 | -4.3% | — | ||
| Q4 25 | 1530.2% | — | ||
| Q3 25 | 1118.3% | — | ||
| Q2 25 | 1523.1% | — | ||
| Q1 25 | 1202.0% | — | ||
| Q4 24 | 1155.8% | — | ||
| Q3 24 | 681.4% | — | ||
| Q2 24 | 954.3% | — |
资本支出强度
CCI
CMTG
| Q1 26 | 14.9% | — | ||
| Q4 25 | 111.3% | — | ||
| Q3 25 | 71.7% | — | ||
| Q2 25 | 76.9% | — | ||
| Q1 25 | 80.0% | — | ||
| Q4 24 | 530.8% | — | ||
| Q3 24 | 503.4% | — | ||
| Q2 24 | 715.2% | — |
现金转化率
CCI
CMTG
| Q1 26 | — | — | ||
| Q4 25 | 2.96× | — | ||
| Q3 25 | 2.21× | — | ||
| Q2 25 | 2.86× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.31× | — | ||
| Q2 24 | 3.06× | — |
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
CCI
| Site rental | $961.0M | 95% |
| Services and other | $49.0M | 5% |
CMTG
| Real Estate Owned Portfolio | $34.2M | 73% |
| Other | $11.1M | 24% |
| Mixed Use Property Fixed Rents | $1.4M | 3% |