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Crown Castle(CCI)与Pool Corporation(POOL)财务数据对比。点击上方公司名可切换其他公司
Pool Corporation的季度营收约是Crown Castle的1.1倍($1.1B vs $1.0B),Crown Castle净利率更高(77.2% vs 4.7%,领先72.6%),Pool Corporation同比增速更快(6.2% vs -4.8%),过去两年Crown Castle的营收复合增速更高(-4.5% vs -19.8%)
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。
Pool Corporation(简称POOLCORP)是全球最大的游泳池用品、设备及机械分销商,注册地为美国特拉华州,总部位于路易斯安那州卡温顿。公司在北美、欧洲、澳大利亚运营439个销售中心,服务约12.5万客户,过半收入来自美国加州、得州、佛罗里达及亚利桑那市场,受益于人口向温暖气候区迁移的趋势。
CCI vs POOL — 直观对比
营收规模更大
POOL
是对方的1.1倍
$1.0B
营收增速更快
POOL
高出11.0%
-4.8%
净利率更高
CCI
高出72.6%
4.7%
两年增速更快
CCI
近两年复合增速
-19.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $1.1B |
| 净利润 | $780.0M | $53.2M |
| 毛利率 | — | 29.0% |
| 营业利润率 | — | 7.3% |
| 净利率 | 77.2% | 4.7% |
| 营收同比 | -4.8% | 6.2% |
| 净利润同比 | 76.0% | -0.6% |
| 每股收益(稀释后) | $1.80 | $1.45 |
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
POOL
| Q1 26 | $1.0B | $1.1B | ||
| Q4 25 | $1.1B | $982.2M | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.1B | $1.8B | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.1B | $987.5M | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.1B | $1.8B |
净利润
CCI
POOL
| Q1 26 | $780.0M | $53.2M | ||
| Q4 25 | $294.0M | $31.6M | ||
| Q3 25 | $323.0M | $127.0M | ||
| Q2 25 | $291.0M | $194.3M | ||
| Q1 25 | $-464.0M | $53.5M | ||
| Q4 24 | — | $37.3M | ||
| Q3 24 | $303.0M | $125.7M | ||
| Q2 24 | $251.0M | $192.4M |
毛利率
CCI
POOL
| Q1 26 | — | 29.0% | ||
| Q4 25 | 97.4% | 30.1% | ||
| Q3 25 | 97.2% | 29.6% | ||
| Q2 25 | 97.5% | 30.0% | ||
| Q1 25 | 97.4% | 29.2% | ||
| Q4 24 | 97.7% | 29.4% | ||
| Q3 24 | 97.6% | 29.1% | ||
| Q2 24 | 97.7% | 30.0% |
营业利润率
CCI
POOL
| Q1 26 | — | 7.3% | ||
| Q4 25 | 48.8% | 5.3% | ||
| Q3 25 | 49.0% | 12.3% | ||
| Q2 25 | 47.7% | 15.3% | ||
| Q1 25 | 49.1% | 7.2% | ||
| Q4 24 | 51.0% | 6.1% | ||
| Q3 24 | 47.5% | 12.3% | ||
| Q2 24 | 44.7% | 15.3% |
净利率
CCI
POOL
| Q1 26 | 77.2% | 4.7% | ||
| Q4 25 | 27.5% | 3.2% | ||
| Q3 25 | 30.1% | 8.8% | ||
| Q2 25 | 27.5% | 10.9% | ||
| Q1 25 | -43.7% | 5.0% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | 27.1% | 8.8% | ||
| Q2 24 | 22.7% | 10.9% |
每股收益(稀释后)
CCI
POOL
| Q1 26 | $1.80 | $1.45 | ||
| Q4 25 | $0.67 | $0.86 | ||
| Q3 25 | $0.74 | $3.40 | ||
| Q2 25 | $0.67 | $5.17 | ||
| Q1 25 | $-1.07 | $1.42 | ||
| Q4 24 | — | $1.00 | ||
| Q3 24 | $0.70 | $3.27 | ||
| Q2 24 | $0.58 | $4.99 |
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 | $64.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | — |
| 总资产 | $31.4M | $4.0B |
| 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
CCI
POOL
| Q1 26 | $55.0K | $64.5M | ||
| Q4 25 | $99.0M | — | ||
| Q3 25 | $57.0M | — | ||
| Q2 25 | $94.0M | — | ||
| Q1 25 | $60.0M | — | ||
| Q4 24 | $100.0M | — | ||
| Q3 24 | $194.0M | — | ||
| Q2 24 | $155.0M | — |
总债务
CCI
POOL
| Q1 26 | — | — | ||
| Q4 25 | $21.6B | — | ||
| Q3 25 | $21.6B | $1.0B | ||
| Q2 25 | $22.0B | $1.2B | ||
| Q1 25 | $22.9B | $968.0M | ||
| Q4 24 | $23.5B | — | ||
| Q3 24 | $23.5B | $879.1M | ||
| Q2 24 | $22.9B | $1.1B |
股东权益
CCI
POOL
| Q1 26 | — | — | ||
| Q4 25 | $-1.6B | $1.2B | ||
| Q3 25 | $-1.5B | $1.4B | ||
| Q2 25 | $-1.4B | $1.3B | ||
| Q1 25 | $-1.3B | $1.2B | ||
| Q4 24 | $-133.0M | $1.3B | ||
| Q3 24 | $5.3B | $1.4B | ||
| Q2 24 | $5.7B | $1.4B |
总资产
CCI
POOL
| Q1 26 | $31.4M | $4.0B | ||
| Q4 25 | $31.5B | $3.6B | ||
| Q3 25 | $31.5B | $3.5B | ||
| Q2 25 | $31.6B | $3.7B | ||
| Q1 25 | $31.8B | $3.7B | ||
| Q4 24 | $32.7B | $3.4B | ||
| Q3 24 | $38.0B | $3.4B | ||
| Q2 24 | $38.2B | $3.6B |
负债/权益比
CCI
POOL
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.76× | ||
| Q2 25 | — | 0.93× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | — | ||
| Q3 24 | 4.43× | 0.61× | ||
| Q2 24 | 4.04× | 0.75× |
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 | — | $25.7M |
| 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 | — | 0.48× |
| 过去12个月自由现金流最近4个季度 | $4.3B | — |
8季度趋势,按日历期对齐
经营现金流
CCI
POOL
| Q1 26 | — | $25.7M | ||
| Q4 25 | $3.1B | $80.1M | ||
| Q3 25 | $714.0M | $287.3M | ||
| Q2 25 | $832.0M | $-28.8M | ||
| Q1 25 | $641.0M | $27.2M | ||
| Q4 24 | $2.9B | $170.6M | ||
| Q3 24 | $699.0M | $316.5M | ||
| Q2 24 | $768.0M | $26.7M |
自由现金流
CCI
POOL
| Q1 26 | $-43.0M | — | ||
| Q4 25 | $2.9B | $71.9M | ||
| Q3 25 | $671.0M | $266.6M | ||
| Q2 25 | $792.0M | $-42.9M | ||
| Q1 25 | $601.0M | $13.9M | ||
| Q4 24 | $2.8B | $157.0M | ||
| Q3 24 | $661.0M | $305.5M | ||
| Q2 24 | $729.0M | $8.8M |
自由现金流率
CCI
POOL
| Q1 26 | -4.3% | — | ||
| Q4 25 | 268.4% | 7.3% | ||
| Q3 25 | 62.6% | 18.4% | ||
| Q2 25 | 74.7% | -2.4% | ||
| Q1 25 | 56.6% | 1.3% | ||
| Q4 24 | 247.3% | 15.9% | ||
| Q3 24 | 59.0% | 21.3% | ||
| Q2 24 | 65.9% | 0.5% |
资本支出强度
CCI
POOL
| Q1 26 | 14.9% | — | ||
| Q4 25 | 17.0% | 0.8% | ||
| Q3 25 | 4.0% | 1.4% | ||
| Q2 25 | 3.8% | 0.8% | ||
| Q1 25 | 3.8% | 1.2% | ||
| Q4 24 | 15.7% | 1.4% | ||
| Q3 24 | 3.4% | 0.8% | ||
| Q2 24 | 3.5% | 1.0% |
现金转化率
CCI
POOL
| Q1 26 | — | 0.48× | ||
| Q4 25 | 10.40× | 2.54× | ||
| Q3 25 | 2.21× | 2.26× | ||
| Q2 25 | 2.86× | -0.15× | ||
| Q1 25 | — | 0.51× | ||
| Q4 24 | — | 4.57× | ||
| Q3 24 | 2.31× | 2.52× | ||
| Q2 24 | 3.06× | 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
CCI
| Site rental | $961.0M | 95% |
| Services and other | $49.0M | 5% |
POOL
暂无分部数据