vs
Crown Castle（CCI）与REGAL REXNORD CORP（RRX）财务数据对比。点击上方公司名可切换其他公司
REGAL REXNORD CORP的季度营收约是Crown Castle的1.5倍（$1.5B vs $1.0B），Crown Castle净利率更高（77.2% vs 4.2%，领先73.1%），REGAL REXNORD CORP同比增速更快（4.3% vs -4.8%），REGAL REXNORD CORP自由现金流更多（$140.6M vs $-43.0M），过去两年REGAL REXNORD CORP的营收复合增速更高（-0.8% 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。
Regal Rexnord Corporation（股票代码RRX）总部位于美国威斯康星州密尔沃基，是专业生产电动机与动力传动部件的制造商，在美国、加拿大、墨西哥、欧洲及亚洲多地设有生产、销售及服务机构，全球员工约2.9万人。
CCI vs RRX — 直观对比
营收规模更大
RRX
是对方的1.5倍
$1.0B
营收增速更快
RRX
高出9.1%
-4.8%
净利率更高
CCI
高出73.1%
4.2%
自由现金流更多
RRX
多$183.6M
$-43.0M
两年增速更快
RRX
近两年复合增速
-4.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.5B |
| 净利润 | $780.0M | $63.4M |
| 毛利率 | — | 37.5% |
| 营业利润率 | — | 10.8% |
| 净利率 | 77.2% | 4.2% |
| 营收同比 | -4.8% | 4.3% |
| 净利润同比 | 76.0% | 53.9% |
| 每股收益（稀释后） | $1.80 | $0.95 |
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CCIRRX
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.1B | $1.5B |
净利润CCIRRX
| Q1 26 | $780.0M | — | ||
| Q4 25 | $294.0M | $63.4M | ||
| Q3 25 | $323.0M | $79.6M | ||
| Q2 25 | $291.0M | $79.2M | ||
| Q1 25 | $-464.0M | $57.3M | ||
| Q4 24 | — | $41.2M | ||
| Q3 24 | $303.0M | $72.7M | ||
| Q2 24 | $251.0M | $62.5M |
毛利率CCIRRX
| Q1 26 | — | — | ||
| Q4 25 | 97.4% | 37.5% | ||
| Q3 25 | 97.2% | 37.0% | ||
| Q2 25 | 97.5% | 37.7% | ||
| Q1 25 | 97.4% | 37.2% | ||
| Q4 24 | 97.7% | 34.9% | ||
| Q3 24 | 97.6% | 37.7% | ||
| Q2 24 | 97.7% | 36.9% |
营业利润率CCIRRX
| Q1 26 | — | — | ||
| Q4 25 | 48.8% | 10.8% | ||
| Q3 25 | 49.0% | 11.6% | ||
| Q2 25 | 47.7% | 12.2% | ||
| Q1 25 | 49.1% | 11.3% | ||
| Q4 24 | 51.0% | 8.8% | ||
| Q3 24 | 47.5% | 11.8% | ||
| Q2 24 | 44.7% | 12.5% |
净利率CCIRRX
| Q1 26 | 77.2% | — | ||
| Q4 25 | 27.5% | 4.2% | ||
| Q3 25 | 30.1% | 5.3% | ||
| Q2 25 | 27.5% | 5.3% | ||
| Q1 25 | -43.7% | 4.0% | ||
| Q4 24 | — | 2.8% | ||
| Q3 24 | 27.1% | 4.9% | ||
| Q2 24 | 22.7% | 4.0% |
每股收益（稀释后）CCIRRX
| Q1 26 | $1.80 | — | ||
| Q4 25 | $0.67 | $0.95 | ||
| Q3 25 | $0.74 | $1.20 | ||
| Q2 25 | $0.67 | $1.19 | ||
| Q1 25 | $-1.07 | $0.86 | ||
| Q4 24 | — | $0.61 | ||
| Q3 24 | $0.70 | $1.09 | ||
| Q2 24 | $0.58 | $0.94 |
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 | $521.7M |
| 总债务越低越好 | — | $4.8B |
| 股东权益账面价值 | — | $6.8B |
| 总资产 | $31.4M | $13.9B |
| 负债/权益比越低杠杆越低 | — | 0.70× |
8季度趋势，按日历期对齐
现金及短期投资CCIRRX
| Q1 26 | $55.0K | — | ||
| Q4 25 | $99.0M | $521.7M | ||
| Q3 25 | $57.0M | $400.0M | ||
| Q2 25 | $94.0M | $320.1M | ||
| Q1 25 | $60.0M | $305.3M | ||
| Q4 24 | $100.0M | $393.5M | ||
| Q3 24 | $194.0M | $458.6M | ||
| Q2 24 | $155.0M | $510.4M |
总债务CCIRRX
| Q1 26 | — | — | ||
| Q4 25 | $21.6B | $4.8B | ||
| Q3 25 | $21.6B | — | ||
| Q2 25 | $22.0B | — | ||
| Q1 25 | $22.9B | — | ||
| Q4 24 | $23.5B | $5.5B | ||
| Q3 24 | $23.5B | $5.7B | ||
| Q2 24 | $22.9B | $5.8B |
股东权益CCIRRX
| Q1 26 | — | — | ||
| Q4 25 | $-1.6B | $6.8B | ||
| Q3 25 | $-1.5B | $6.8B | ||
| Q2 25 | $-1.4B | $6.7B | ||
| Q1 25 | $-1.3B | $6.4B | ||
| Q4 24 | $-133.0M | $6.3B | ||
| Q3 24 | $5.3B | $6.5B | ||
| Q2 24 | $5.7B | $6.4B |
总资产CCIRRX
| Q1 26 | $31.4M | — | ||
| Q4 25 | $31.5B | $13.9B | ||
| Q3 25 | $31.5B | $13.9B | ||
| Q2 25 | $31.6B | $13.9B | ||
| Q1 25 | $31.8B | $14.0B | ||
| Q4 24 | $32.7B | $14.0B | ||
| Q3 24 | $38.0B | $14.6B | ||
| Q2 24 | $38.2B | $14.6B |
负债/权益比CCIRRX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.70× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | 4.43× | 0.87× | ||
| Q2 24 | 4.04× | 0.91× |
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 | — | $167.8M |
| 自由现金流经营现金流 - 资本支出 | $-43.0M | $140.6M |
| 自由现金流率自由现金流/营收 | -4.3% | 9.2% |
| 资本支出强度资本支出/营收 | 14.9% | 1.8% |
| 现金转化率经营现金流/净利润 | — | 2.65× |
| 过去12个月自由现金流最近4个季度 | $4.3B | $893.1M |
8季度趋势，按日历期对齐
经营现金流CCIRRX
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $167.8M | ||
| Q3 25 | $714.0M | $197.5M | ||
| Q2 25 | $832.0M | $523.2M | ||
| Q1 25 | $641.0M | $102.3M | ||
| Q4 24 | $2.9B | $213.2M | ||
| Q3 24 | $699.0M | $154.8M | ||
| Q2 24 | $768.0M | $158.3M |
自由现金流CCIRRX
| Q1 26 | $-43.0M | — | ||
| Q4 25 | $2.9B | $140.6M | ||
| Q3 25 | $671.0M | $174.0M | ||
| Q2 25 | $792.0M | $493.0M | ||
| Q1 25 | $601.0M | $85.5M | ||
| Q4 24 | $2.8B | $183.9M | ||
| Q3 24 | $661.0M | $125.5M | ||
| Q2 24 | $729.0M | $125.9M |
自由现金流率CCIRRX
| Q1 26 | -4.3% | — | ||
| Q4 25 | 268.4% | 9.2% | ||
| Q3 25 | 62.6% | 11.6% | ||
| Q2 25 | 74.7% | 33.0% | ||
| Q1 25 | 56.6% | 6.0% | ||
| Q4 24 | 247.3% | 12.6% | ||
| Q3 24 | 59.0% | 8.5% | ||
| Q2 24 | 65.9% | 8.1% |
资本支出强度CCIRRX
| Q1 26 | 14.9% | — | ||
| Q4 25 | 17.0% | 1.8% | ||
| Q3 25 | 4.0% | 1.6% | ||
| Q2 25 | 3.8% | 2.0% | ||
| Q1 25 | 3.8% | 1.2% | ||
| Q4 24 | 15.7% | 2.0% | ||
| Q3 24 | 3.4% | 2.0% | ||
| Q2 24 | 3.5% | 2.1% |
现金转化率CCIRRX
| Q1 26 | — | — | ||
| Q4 25 | 10.40× | 2.65× | ||
| Q3 25 | 2.21× | 2.48× | ||
| Q2 25 | 2.86× | 6.61× | ||
| Q1 25 | — | 1.79× | ||
| Q4 24 | — | 5.17× | ||
| Q3 24 | 2.31× | 2.13× | ||
| Q2 24 | 3.06× | 2.53× |
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% |
RRX
| Other | $470.6M | 31% |
| Industrial Powertrain Solutions Segment | $441.8M | 29% |
| Automation And Motion Control Segment | $327.7M | 22% |
| Power Efficiency Solutions Segment | $283.2M | 19% |
