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Crown Castle(CCI)与RPM INTERNATIONAL INC(RPM)财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是Crown Castle的1.9倍($1.9B vs $1.0B),Crown Castle净利率更高(77.2% vs 8.4%,领先68.8%),RPM INTERNATIONAL INC同比增速更快(3.5% vs -4.8%),RPM INTERNATIONAL INC自由现金流更多($296.4M vs $-43.0M),过去两年RPM INTERNATIONAL INC的营收复合增速更高(12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐,是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立,最初主营音乐制作,后逐步转向电视节目制作发行业务,最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
CCI vs RPM — 直观对比
营收规模更大
RPM
是对方的1.9倍
$1.0B
营收增速更快
RPM
高出8.3%
-4.8%
净利率更高
CCI
高出68.8%
8.4%
自由现金流更多
RPM
多$339.4M
$-43.0M
两年增速更快
RPM
近两年复合增速
-4.5%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $1.9B |
| 净利润 | $780.0M | $161.2M |
| 毛利率 | — | 40.8% |
| 营业利润率 | — | 11.0% |
| 净利率 | 77.2% | 8.4% |
| 营收同比 | -4.8% | 3.5% |
| 净利润同比 | 76.0% | -12.0% |
| 每股收益(稀释后) | $1.80 | $1.26 |
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
RPM
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.1B | $1.9B | ||
| Q3 25 | $1.1B | $2.1B | ||
| Q2 25 | $1.1B | $2.1B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.1B | $1.8B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $1.1B | $2.0B |
净利润
CCI
RPM
| Q1 26 | $780.0M | — | ||
| Q4 25 | $294.0M | $161.2M | ||
| Q3 25 | $323.0M | $227.6M | ||
| Q2 25 | $291.0M | $225.8M | ||
| Q1 25 | $-464.0M | $52.0M | ||
| Q4 24 | — | $183.2M | ||
| Q3 24 | $303.0M | $227.7M | ||
| Q2 24 | $251.0M | $180.6M |
毛利率
CCI
RPM
| Q1 26 | — | — | ||
| Q4 25 | 97.4% | 40.8% | ||
| Q3 25 | 97.2% | 42.3% | ||
| Q2 25 | 97.5% | 42.4% | ||
| Q1 25 | 97.4% | 38.4% | ||
| Q4 24 | 97.7% | 41.4% | ||
| Q3 24 | 97.6% | 42.5% | ||
| Q2 24 | 97.7% | 41.4% |
营业利润率
CCI
RPM
| Q1 26 | — | — | ||
| Q4 25 | 48.8% | 11.0% | ||
| Q3 25 | 49.0% | 14.1% | ||
| Q2 25 | 47.7% | 11.9% | ||
| Q1 25 | 49.1% | 2.8% | ||
| Q4 24 | 51.0% | 11.5% | ||
| Q3 24 | 47.5% | 14.8% | ||
| Q2 24 | 44.7% | 11.9% |
净利率
CCI
RPM
| Q1 26 | 77.2% | — | ||
| Q4 25 | 27.5% | 8.4% | ||
| Q3 25 | 30.1% | 10.8% | ||
| Q2 25 | 27.5% | 10.8% | ||
| Q1 25 | -43.7% | 3.5% | ||
| Q4 24 | — | 9.9% | ||
| Q3 24 | 27.1% | 11.6% | ||
| Q2 24 | 22.7% | 9.0% |
每股收益(稀释后)
CCI
RPM
| Q1 26 | $1.80 | — | ||
| Q4 25 | $0.67 | $1.26 | ||
| Q3 25 | $0.74 | $1.77 | ||
| Q2 25 | $0.67 | $1.76 | ||
| Q1 25 | $-1.07 | $0.40 | ||
| Q4 24 | — | $1.42 | ||
| Q3 24 | $0.70 | $1.77 | ||
| Q2 24 | $0.58 | $1.40 |
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 | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | — | $3.1B |
| 总资产 | $31.4M | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势,按日历期对齐
现金及短期投资
CCI
RPM
| Q1 26 | $55.0K | — | ||
| Q4 25 | $99.0M | $316.6M | ||
| Q3 25 | $57.0M | $297.1M | ||
| Q2 25 | $94.0M | $302.1M | ||
| Q1 25 | $60.0M | $241.9M | ||
| Q4 24 | $100.0M | $268.7M | ||
| Q3 24 | $194.0M | $231.6M | ||
| Q2 24 | $155.0M | $237.4M |
总债务
CCI
RPM
| Q1 26 | — | — | ||
| Q4 25 | $21.6B | $2.5B | ||
| Q3 25 | $21.6B | $2.7B | ||
| Q2 25 | $22.0B | $2.6B | ||
| Q1 25 | $22.9B | $2.1B | ||
| Q4 24 | $23.5B | $2.0B | ||
| Q3 24 | $23.5B | $2.0B | ||
| Q2 24 | $22.9B | $2.0B |
股东权益
CCI
RPM
| Q1 26 | — | — | ||
| Q4 25 | $-1.6B | $3.1B | ||
| Q3 25 | $-1.5B | $3.1B | ||
| Q2 25 | $-1.4B | $2.9B | ||
| Q1 25 | $-1.3B | $2.7B | ||
| Q4 24 | $-133.0M | $2.7B | ||
| Q3 24 | $5.3B | $2.6B | ||
| Q2 24 | $5.7B | $2.5B |
总资产
CCI
RPM
| Q1 26 | $31.4M | — | ||
| Q4 25 | $31.5B | $7.9B | ||
| Q3 25 | $31.5B | $7.9B | ||
| Q2 25 | $31.6B | $7.8B | ||
| Q1 25 | $31.8B | $6.6B | ||
| Q4 24 | $32.7B | $6.7B | ||
| Q3 24 | $38.0B | $6.6B | ||
| Q2 24 | $38.2B | $6.6B |
负债/权益比
CCI
RPM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | 4.43× | 0.77× | ||
| Q2 24 | 4.04× | 0.79× |
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 | — | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $-43.0M | $296.4M |
| 自由现金流率自由现金流/营收 | -4.3% | 15.5% |
| 资本支出强度资本支出/营收 | 14.9% | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.14× |
| 过去12个月自由现金流最近4个季度 | $4.3B | $582.9M |
8季度趋势,按日历期对齐
经营现金流
CCI
RPM
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $345.7M | ||
| Q3 25 | $714.0M | $237.5M | ||
| Q2 25 | $832.0M | $149.2M | ||
| Q1 25 | $641.0M | $91.5M | ||
| Q4 24 | $2.9B | $279.4M | ||
| Q3 24 | $699.0M | $248.1M | ||
| Q2 24 | $768.0M | $181.2M |
自由现金流
CCI
RPM
| Q1 26 | $-43.0M | — | ||
| Q4 25 | $2.9B | $296.4M | ||
| Q3 25 | $671.0M | $175.0M | ||
| Q2 25 | $792.0M | $78.2M | ||
| Q1 25 | $601.0M | $33.3M | ||
| Q4 24 | $2.8B | $229.5M | ||
| Q3 24 | $661.0M | $197.3M | ||
| Q2 24 | $729.0M | $105.3M |
自由现金流率
CCI
RPM
| Q1 26 | -4.3% | — | ||
| Q4 25 | 268.4% | 15.5% | ||
| Q3 25 | 62.6% | 8.3% | ||
| Q2 25 | 74.7% | 3.8% | ||
| Q1 25 | 56.6% | 2.3% | ||
| Q4 24 | 247.3% | 12.4% | ||
| Q3 24 | 59.0% | 10.0% | ||
| Q2 24 | 65.9% | 5.2% |
资本支出强度
CCI
RPM
| Q1 26 | 14.9% | — | ||
| Q4 25 | 17.0% | 2.6% | ||
| Q3 25 | 4.0% | 3.0% | ||
| Q2 25 | 3.8% | 3.4% | ||
| Q1 25 | 3.8% | 3.9% | ||
| Q4 24 | 15.7% | 2.7% | ||
| Q3 24 | 3.4% | 2.6% | ||
| Q2 24 | 3.5% | 3.8% |
现金转化率
CCI
RPM
| Q1 26 | — | — | ||
| Q4 25 | 10.40× | 2.14× | ||
| Q3 25 | 2.21× | 1.04× | ||
| Q2 25 | 2.86× | 0.66× | ||
| Q1 25 | — | 1.76× | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | 2.31× | 1.09× | ||
| Q2 24 | 3.06× | 1.00× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |