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Crown Castle(CCI)与瑞思迈(RMD)财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是Crown Castle的1.4倍($1.4B vs $1.0B),瑞思迈净利率更高(27.6% vs -45.9%,领先73.5%),瑞思迈同比增速更快(11.0% vs -4.8%),过去两年瑞思迈的营收复合增速更高(7.8% vs -4.5%)
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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业,主打可接入云端的呼吸类医疗设备,用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病,新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
CCI vs RMD — 直观对比
营收规模更大
RMD
是对方的1.4倍
$1.0B
营收增速更快
RMD
高出15.8%
-4.8%
净利率更高
RMD
高出73.5%
-45.9%
两年增速更快
RMD
近两年复合增速
-4.5%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $1.4B |
| 净利润 | $-464.0M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | 46.0% | 34.6% |
| 净利率 | -45.9% | 27.6% |
| 营收同比 | -4.8% | 11.0% |
| 净利润同比 | — | 13.9% |
| 每股收益(稀释后) | $1.48 | $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
CCI
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $1.0B | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.1B | $1.2B |
净利润
CCI
RMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $-464.0M | $398.7M | ||
| Q4 25 | $294.0M | $392.6M | ||
| Q3 25 | $323.0M | $348.5M | ||
| Q2 25 | $291.0M | $379.7M | ||
| Q1 25 | $-464.0M | $365.0M | ||
| Q4 24 | — | $344.6M | ||
| Q3 24 | $303.0M | $311.4M |
毛利率
CCI
RMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | 97.4% | 61.8% | ||
| Q3 25 | 97.2% | 61.5% | ||
| Q2 25 | 97.5% | 60.8% | ||
| Q1 25 | 97.4% | 59.3% | ||
| Q4 24 | 97.7% | 58.6% | ||
| Q3 24 | 97.6% | 58.6% |
营业利润率
CCI
RMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | 46.0% | 34.9% | ||
| Q4 25 | 48.8% | 34.6% | ||
| Q3 25 | 49.0% | 33.4% | ||
| Q2 25 | 47.7% | 33.7% | ||
| Q1 25 | 49.1% | 33.0% | ||
| Q4 24 | 51.0% | 32.5% | ||
| Q3 24 | 47.5% | 31.6% |
净利率
CCI
RMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | -45.9% | 27.9% | ||
| Q4 25 | 27.5% | 27.6% | ||
| Q3 25 | 30.1% | 26.1% | ||
| Q2 25 | 27.5% | 28.2% | ||
| Q1 25 | -43.7% | 28.3% | ||
| Q4 24 | — | 26.9% | ||
| Q3 24 | 27.1% | 25.4% |
每股收益(稀释后)
CCI
RMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | $1.48 | $2.74 | ||
| Q4 25 | $0.67 | $2.68 | ||
| Q3 25 | $0.74 | $2.37 | ||
| Q2 25 | $0.67 | $2.58 | ||
| Q1 25 | $-1.07 | $2.48 | ||
| Q4 24 | — | $2.34 | ||
| Q3 24 | $0.70 | $2.11 |
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 | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | — | $6.3B |
| 总资产 | $31.4B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.11× |
8季度趋势,按日历期对齐
现金及短期投资
CCI
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $55.0M | $1.7B | ||
| Q4 25 | $99.0M | $1.4B | ||
| Q3 25 | $57.0M | $1.4B | ||
| Q2 25 | $94.0M | $1.2B | ||
| Q1 25 | $60.0M | $932.7M | ||
| Q4 24 | $100.0M | $521.9M | ||
| Q3 24 | $194.0M | $426.4M |
总债务
CCI
RMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $21.6B | $403.9M | ||
| Q3 25 | $21.6B | $408.7M | ||
| Q2 25 | $22.0B | $658.4M | ||
| Q1 25 | $22.9B | $663.1M | ||
| Q4 24 | $23.5B | $662.9M | ||
| Q3 24 | $23.5B | $667.6M |
股东权益
CCI
RMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $-1.6B | $6.3B | ||
| Q3 25 | $-1.5B | $6.1B | ||
| Q2 25 | $-1.4B | $6.0B | ||
| Q1 25 | $-1.3B | $5.5B | ||
| Q4 24 | $-133.0M | $5.3B | ||
| Q3 24 | $5.3B | $5.2B |
总资产
CCI
RMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $31.4B | $8.8B | ||
| Q4 25 | $31.5B | $8.5B | ||
| Q3 25 | $31.5B | $8.3B | ||
| Q2 25 | $31.6B | $8.2B | ||
| Q1 25 | $31.8B | $7.6B | ||
| Q4 24 | $32.7B | $7.1B | ||
| Q3 24 | $38.0B | $7.2B |
负债/权益比
CCI
RMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | 4.43× | 0.13× |
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
CCI
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $339.7M | ||
| Q3 25 | $714.0M | $457.3M | ||
| Q2 25 | $832.0M | $538.8M | ||
| Q1 25 | $641.0M | $578.7M | ||
| Q4 24 | $2.9B | $308.6M | ||
| Q3 24 | $699.0M | $325.5M |
自由现金流
CCI
RMD
| Q2 26 | — | — | ||
| Q1 26 | $-43.0M | — | ||
| Q4 25 | $2.9B | $311.2M | ||
| Q3 25 | $671.0M | $414.4M | ||
| Q2 25 | $792.0M | $508.2M | ||
| Q1 25 | $601.0M | $557.9M | ||
| Q4 24 | $2.8B | $288.0M | ||
| Q3 24 | $661.0M | $307.7M |
自由现金流率
CCI
RMD
| Q2 26 | — | — | ||
| Q1 26 | -4.3% | — | ||
| Q4 25 | 268.4% | 21.9% | ||
| Q3 25 | 62.6% | 31.0% | ||
| Q2 25 | 74.7% | 37.7% | ||
| Q1 25 | 56.6% | 43.2% | ||
| Q4 24 | 247.3% | 22.5% | ||
| Q3 24 | 59.0% | 25.1% |
资本支出强度
CCI
RMD
| Q2 26 | — | — | ||
| Q1 26 | 1.0% | — | ||
| Q4 25 | 17.0% | 2.0% | ||
| Q3 25 | 4.0% | 3.2% | ||
| Q2 25 | 3.8% | 2.3% | ||
| Q1 25 | 3.8% | 1.6% | ||
| Q4 24 | 15.7% | 1.6% | ||
| Q3 24 | 3.4% | 1.5% |
现金转化率
CCI
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 10.40× | 0.87× | ||
| Q3 25 | 2.21× | 1.31× | ||
| Q2 25 | 2.86× | 1.42× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | 2.31× | 1.05× |
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% |
RMD
暂无分部数据