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Crown Castle（CCI）与Rithm Capital Corp.（RITM）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Rithm Capital Corp.的1.2倍（$1.0B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs -45.9%，领先59.2%），Rithm Capital Corp.同比增速更快（508.5% vs -4.8%），过去两年Crown Castle的营收复合增速更高（-4.5% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
CCI vs RITM — 直观对比
营收规模更大
CCI
是对方的1.2倍
$828.2M
营收增速更快
RITM
高出513.3%
-4.8%
净利率更高
RITM
高出59.2%
-45.9%
两年增速更快
CCI
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $828.2M |
| 净利润 | $-464.0M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 46.0% | 29.9% |
| 净利率 | -45.9% | 13.2% |
| 营收同比 | -4.8% | 508.5% |
| 净利润同比 | — | 27.7% |
| 每股收益（稀释后） | $1.48 | $0.12 |
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CCIRITM
| Q1 26 | $1.0B | $828.2M | ||
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.1B | $768.4M | ||
| Q4 24 | $1.1B | $2.1B | ||
| Q3 24 | $1.1B | $619.5M | ||
| Q2 24 | $1.1B | $1.2B |
净利润CCIRITM
| Q1 26 | $-464.0M | $109.5M | ||
| Q4 25 | $294.0M | $85.0M | ||
| Q3 25 | $323.0M | $221.5M | ||
| Q2 25 | $291.0M | $311.7M | ||
| Q1 25 | $-464.0M | $78.8M | ||
| Q4 24 | — | $290.2M | ||
| Q3 24 | $303.0M | $121.7M | ||
| Q2 24 | $251.0M | $235.6M |
毛利率CCIRITM
| Q1 26 | — | — | ||
| Q4 25 | 97.4% | — | ||
| Q3 25 | 97.2% | — | ||
| Q2 25 | 97.5% | — | ||
| Q1 25 | 97.4% | — | ||
| Q4 24 | 97.7% | — | ||
| Q3 24 | 97.6% | — | ||
| Q2 24 | 97.7% | — |
营业利润率CCIRITM
| Q1 26 | 46.0% | 29.9% | ||
| Q4 25 | 48.8% | 13.8% | ||
| Q3 25 | 49.0% | 21.4% | ||
| Q2 25 | 47.7% | 25.2% | ||
| Q1 25 | 49.1% | 7.4% | ||
| Q4 24 | 51.0% | 23.8% | ||
| Q3 24 | 47.5% | 7.3% | ||
| Q2 24 | 44.7% | 23.6% |
净利率CCIRITM
| Q1 26 | -45.9% | 13.2% | ||
| Q4 25 | 27.5% | 5.7% | ||
| Q3 25 | 30.1% | 20.0% | ||
| Q2 25 | 27.5% | 25.6% | ||
| Q1 25 | -43.7% | 10.3% | ||
| Q4 24 | — | 14.0% | ||
| Q3 24 | 27.1% | 19.7% | ||
| Q2 24 | 22.7% | 19.2% |
每股收益（稀释后）CCIRITM
| Q1 26 | $1.48 | $0.12 | ||
| Q4 25 | $0.67 | $0.09 | ||
| Q3 25 | $0.74 | $0.35 | ||
| Q2 25 | $0.67 | $0.53 | ||
| Q1 25 | $-1.07 | $0.07 | ||
| Q4 24 | — | $0.50 | ||
| Q3 24 | $0.70 | $0.20 | ||
| Q2 24 | $0.58 | $0.43 |
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 | $55.0M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $9.1B |
| 总资产 | $31.4B | $53.4B |
| 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CCIRITM
| Q1 26 | $55.0M | — | ||
| Q4 25 | $99.0M | $1.8B | ||
| Q3 25 | $57.0M | $1.6B | ||
| Q2 25 | $94.0M | $1.6B | ||
| Q1 25 | $60.0M | $1.5B | ||
| Q4 24 | $100.0M | $1.5B | ||
| Q3 24 | $194.0M | $1.6B | ||
| Q2 24 | $155.0M | $1.2B |
总债务CCIRITM
| Q1 26 | — | — | ||
| Q4 25 | $21.6B | $35.4B | ||
| Q3 25 | $21.6B | $32.2B | ||
| Q2 25 | $22.0B | $31.2B | ||
| Q1 25 | $22.9B | $32.2B | ||
| Q4 24 | $23.5B | $32.6B | ||
| Q3 24 | $23.5B | $29.6B | ||
| Q2 24 | $22.9B | $30.1B |
股东权益CCIRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $-1.6B | $8.4B | ||
| Q3 25 | $-1.5B | $8.5B | ||
| Q2 25 | $-1.4B | $7.9B | ||
| Q1 25 | $-1.3B | $7.8B | ||
| Q4 24 | $-133.0M | $7.8B | ||
| Q3 24 | $5.3B | $7.7B | ||
| Q2 24 | $5.7B | $7.3B |
总资产CCIRITM
| Q1 26 | $31.4B | $53.4B | ||
| Q4 25 | $31.5B | $53.1B | ||
| Q3 25 | $31.5B | $47.2B | ||
| Q2 25 | $31.6B | $44.3B | ||
| Q1 25 | $31.8B | $45.3B | ||
| Q4 24 | $32.7B | $46.0B | ||
| Q3 24 | $38.0B | $42.3B | ||
| Q2 24 | $38.2B | $42.0B |
负债/权益比CCIRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | 4.43× | 3.87× | ||
| Q2 24 | 4.04× | 4.10× |
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 | — | — |
| 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 | 1.0% | — |
| 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 | $4.3B | — |
8季度趋势，按日历期对齐
经营现金流CCIRITM
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $-114.6M | ||
| Q3 25 | $714.0M | $-2.0B | ||
| Q2 25 | $832.0M | $-557.1M | ||
| Q1 25 | $641.0M | $1.4B | ||
| Q4 24 | $2.9B | $-1.8B | ||
| Q3 24 | $699.0M | $768.1M | ||
| Q2 24 | $768.0M | $-55.7M |
自由现金流CCIRITM
| Q1 26 | $-43.0M | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $671.0M | — | ||
| Q2 25 | $792.0M | — | ||
| Q1 25 | $601.0M | — | ||
| Q4 24 | $2.8B | — | ||
| Q3 24 | $661.0M | — | ||
| Q2 24 | $729.0M | — |
自由现金流率CCIRITM
| Q1 26 | -4.3% | — | ||
| Q4 25 | 268.4% | — | ||
| Q3 25 | 62.6% | — | ||
| Q2 25 | 74.7% | — | ||
| Q1 25 | 56.6% | — | ||
| Q4 24 | 247.3% | — | ||
| Q3 24 | 59.0% | — | ||
| Q2 24 | 65.9% | — |
资本支出强度CCIRITM
| Q1 26 | 1.0% | — | ||
| Q4 25 | 17.0% | — | ||
| Q3 25 | 4.0% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 3.8% | — | ||
| Q4 24 | 15.7% | — | ||
| Q3 24 | 3.4% | — | ||
| Q2 24 | 3.5% | — |
现金转化率CCIRITM
| Q1 26 | — | — | ||
| Q4 25 | 10.40× | -1.35× | ||
| Q3 25 | 2.21× | -9.22× | ||
| Q2 25 | 2.86× | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | 2.31× | 6.31× | ||
| Q2 24 | 3.06× | -0.24× |
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
CCI
| Site rental | $961.0M | 95% |
| Services and other | $49.0M | 5% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
