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COGENT COMMUNICATIONS HOLDINGS, INC.（CCOI）与Gogo Inc.（GOGO）财务数据对比。点击上方公司名可切换其他公司
COGENT COMMUNICATIONS HOLDINGS, INC.的季度营收约是Gogo Inc.的1.0倍（$240.5M vs $230.6M）。Gogo Inc.净利率更高（-4.3% vs -12.8%，领先8.5%）。Gogo Inc.同比增速更快（67.3% vs -4.7%）。Gogo Inc.自由现金流更多（$-25.4M vs $-43.0M）。过去两年Gogo Inc.的营收复合增速更高（48.7% vs -4.9%）
高智通信控股公司是总部设在美国的跨国互联网服务供应商，核心业务包括光纤IP专用网络下的互联网接入与数据传输服务，同时也提供数据中心服务器托管业务，在全球互联网基础设施领域拥有广泛的业务布局。
Gogo Inc.是美国公务机机载宽带互联网及连接服务提供商，总部位于科罗拉多州布鲁姆菲尔德。截至目前，已有超过2500架商用飞机和6600架公务机安装了该公司的机载Wi-Fi服务。该公司曾面向民航业提供机上WiFi服务，2020年12月已将这块民航业务以4亿美元出售给国际通信卫星组织。
CCOI vs GOGO — 直观对比
营收规模更大
CCOI
是对方的1.0倍
$230.6M
营收增速更快
GOGO
高出72.0%
-4.7%
净利率更高
GOGO
高出8.5%
-12.8%
自由现金流更多
GOGO
多$17.6M
$-43.0M
两年增速更快
GOGO
近两年复合增速
-4.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $240.5M | $230.6M |
| 净利润 | $-30.8M | $-10.0M |
| 毛利率 | 46.6% | — |
| 营业利润率 | -4.7% | 6.2% |
| 净利率 | -12.8% | -4.3% |
| 营收同比 | -4.7% | 67.3% |
| 净利润同比 | 28.9% | 64.6% |
| 每股收益（稀释后） | $-0.63 | $-0.08 |
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CCOIGOGO
| Q4 25 | $240.5M | $230.6M | ||
| Q3 25 | $241.9M | $223.6M | ||
| Q2 25 | $246.2M | $226.0M | ||
| Q1 25 | $247.0M | $230.3M | ||
| Q4 24 | $252.3M | $137.8M | ||
| Q3 24 | $257.2M | $100.5M | ||
| Q2 24 | $260.4M | $102.1M | ||
| Q1 24 | $266.2M | $104.3M |
净利润CCOIGOGO
| Q4 25 | $-30.8M | $-10.0M | ||
| Q3 25 | $-41.5M | $-1.9M | ||
| Q2 25 | $-57.8M | $12.8M | ||
| Q1 25 | $-52.0M | $12.0M | ||
| Q4 24 | $-43.3M | $-28.2M | ||
| Q3 24 | $-63.1M | $10.6M | ||
| Q2 24 | $-32.3M | $839.0K | ||
| Q1 24 | $-65.3M | $30.5M |
毛利率CCOIGOGO
| Q4 25 | 46.6% | — | ||
| Q3 25 | 45.6% | — | ||
| Q2 25 | 44.2% | 87.8% | ||
| Q1 25 | 44.4% | 87.3% | ||
| Q4 24 | 38.5% | — | ||
| Q3 24 | 37.2% | — | ||
| Q2 24 | 40.0% | — | ||
| Q1 24 | 36.5% | — |
营业利润率CCOIGOGO
| Q4 25 | -4.7% | 6.2% | ||
| Q3 25 | -7.5% | 12.9% | ||
| Q2 25 | -12.8% | 15.9% | ||
| Q1 25 | -16.3% | 15.3% | ||
| Q4 24 | -13.2% | -17.5% | ||
| Q3 24 | -22.5% | 19.0% | ||
| Q2 24 | -18.1% | 21.2% | ||
| Q1 24 | -22.3% | 33.2% |
净利率CCOIGOGO
| Q4 25 | -12.8% | -4.3% | ||
| Q3 25 | -17.2% | -0.9% | ||
| Q2 25 | -23.5% | 5.7% | ||
| Q1 25 | -21.1% | 5.2% | ||
| Q4 24 | -17.2% | -20.5% | ||
| Q3 24 | -24.5% | 10.6% | ||
| Q2 24 | -12.4% | 0.8% | ||
| Q1 24 | -24.5% | 29.2% |
每股收益（稀释后）CCOIGOGO
| Q4 25 | $-0.63 | $-0.08 | ||
| Q3 25 | $-0.87 | $-0.01 | ||
| Q2 25 | $-1.21 | $0.09 | ||
| Q1 25 | $-1.09 | $0.09 | ||
| Q4 24 | $-0.89 | $-0.22 | ||
| Q3 24 | $-1.33 | $0.08 | ||
| Q2 24 | $-0.68 | $0.01 | ||
| Q1 24 | $-1.38 | $0.23 |
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 | $148.5M | $125.2M |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | $-63.8M | $101.1M |
| 总资产 | $3.1B | $1.3B |
| 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CCOIGOGO
| Q4 25 | $148.5M | $125.2M | ||
| Q3 25 | $147.1M | $133.6M | ||
| Q2 25 | $213.7M | $102.1M | ||
| Q1 25 | $153.8M | $70.3M | ||
| Q4 24 | $198.5M | $41.8M | ||
| Q3 24 | $279.2M | $176.7M | ||
| Q2 24 | $384.4M | $161.6M | ||
| Q1 24 | $118.4M | $152.8M |
总债务CCOIGOGO
| Q4 25 | $1.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益CCOIGOGO
| Q4 25 | $-63.8M | $101.1M | ||
| Q3 25 | $-39.2M | $107.0M | ||
| Q2 25 | $46.7M | $102.8M | ||
| Q1 25 | $142.8M | $82.9M | ||
| Q4 24 | $222.8M | $69.3M | ||
| Q3 24 | $323.6M | $52.7M | ||
| Q2 24 | $415.5M | $52.0M | ||
| Q1 24 | $500.6M | $62.4M |
总资产CCOIGOGO
| Q4 25 | $3.1B | $1.3B | ||
| Q3 25 | $3.1B | $1.3B | ||
| Q2 25 | $3.3B | $1.3B | ||
| Q1 25 | $3.1B | $1.2B | ||
| Q4 24 | $3.2B | $1.2B | ||
| Q3 24 | $3.2B | $810.7M | ||
| Q2 24 | $3.3B | $802.7M | ||
| Q1 24 | $3.1B | $809.0M |
负债/权益比CCOIGOGO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 6.53× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-6.0M | $8.5M |
| 自由现金流经营现金流 - 资本支出 | $-43.0M | $-25.4M |
| 自由现金流率自由现金流/营收 | -17.9% | -11.0% |
| 资本支出强度资本支出/营收 | 15.4% | 14.7% |
| 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 | $-198.1M | $65.1M |
8季度趋势，按日历期对齐
经营现金流CCOIGOGO
| Q4 25 | $-6.0M | $8.5M | ||
| Q3 25 | $3.1M | $46.8M | ||
| Q2 25 | $-44.0M | $36.7M | ||
| Q1 25 | $36.4M | $32.5M | ||
| Q4 24 | $14.5M | $-38.3M | ||
| Q3 24 | $-20.2M | $25.1M | ||
| Q2 24 | $-22.2M | $24.9M | ||
| Q1 24 | $19.2M | $29.7M |
自由现金流CCOIGOGO
| Q4 25 | $-43.0M | $-25.4M | ||
| Q3 25 | $-33.1M | $27.3M | ||
| Q2 25 | $-100.2M | $33.5M | ||
| Q1 25 | $-21.7M | $29.7M | ||
| Q4 24 | $-31.6M | $-42.6M | ||
| Q3 24 | $-79.5M | $20.7M | ||
| Q2 24 | $-70.9M | $21.6M | ||
| Q1 24 | $-21.7M | $28.2M |
自由现金流率CCOIGOGO
| Q4 25 | -17.9% | -11.0% | ||
| Q3 25 | -13.7% | 12.2% | ||
| Q2 25 | -40.7% | 14.8% | ||
| Q1 25 | -8.8% | 12.9% | ||
| Q4 24 | -12.5% | -30.9% | ||
| Q3 24 | -30.9% | 20.6% | ||
| Q2 24 | -27.2% | 21.1% | ||
| Q1 24 | -8.1% | 27.0% |
资本支出强度CCOIGOGO
| Q4 25 | 15.4% | 14.7% | ||
| Q3 25 | 15.0% | 8.7% | ||
| Q2 25 | 22.8% | 1.4% | ||
| Q1 25 | 23.5% | 1.2% | ||
| Q4 24 | 18.3% | 3.1% | ||
| Q3 24 | 23.0% | 4.4% | ||
| Q2 24 | 18.7% | 3.3% | ||
| Q1 24 | 15.4% | 1.4% |
现金转化率CCOIGOGO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.87× | ||
| Q1 25 | — | 2.70× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.36× | ||
| Q2 24 | — | 29.74× | ||
| Q1 24 | — | 0.97× |
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
CCOI
暂无分部数据
GOGO
| Services | $191.9M | 83% |
| Products | $38.7M | 17% |
| Fcc Reimbursement Program | $2.0M | 1% |
