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Century Communities, Inc.(CCS)与UiPath, Inc.(PATH)财务数据对比。点击上方公司名可切换其他公司
Century Communities, Inc.的季度营收约是UiPath, Inc.的1.9倍($789.7M vs $411.1M),UiPath, Inc.净利率更高(48.4% vs 3.1%,领先45.3%),UiPath, Inc.同比增速更快(15.9% vs -12.6%),过去两年UiPath, Inc.的营收复合增速更高(0.7% vs -12.8%)
二十世纪动画公司是美国知名动画制作工作室,原总部位于洛杉矶世纪城,与福克斯集团的租约到期后迁至伯班克华特迪士尼影城园区。该公司成立于1994年2月,现为华特迪士尼影业旗下二十世纪影业的动画制作分支,出品的动画电影由华特迪士尼影业负责全球院线发行与营销。
UiPath是一家全球化软件企业,专注于开发人工智能、智能自动化及流程编排类软件,其产品支持用户搭建与调度AI代理,实现复杂业务流程、工作流的自动化运行,助力各行业客户提升运营效率、降低人力成本。
CCS vs PATH — 直观对比
营收规模更大
CCS
是对方的1.9倍
$411.1M
营收增速更快
PATH
高出28.5%
-12.6%
净利率更高
PATH
高出45.3%
3.1%
两年增速更快
PATH
近两年复合增速
-12.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $789.7M | $411.1M |
| 净利润 | $24.4M | $198.8M |
| 毛利率 | — | 83.3% |
| 营业利润率 | — | 3.2% |
| 净利率 | 3.1% | 48.4% |
| 营收同比 | -12.6% | 15.9% |
| 净利润同比 | -38.0% | 1966.2% |
| 每股收益(稀释后) | $0.88 | $0.37 |
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
CCS
PATH
| Q1 26 | $789.7M | — | ||
| Q4 25 | $1.2B | $411.1M | ||
| Q3 25 | $980.3M | $361.7M | ||
| Q2 25 | $1.0B | $356.6M | ||
| Q1 25 | $903.2M | $423.6M | ||
| Q4 24 | $1.3B | $354.7M | ||
| Q3 24 | $1.1B | $316.3M | ||
| Q2 24 | $1.0B | $335.1M |
净利润
CCS
PATH
| Q1 26 | $24.4M | — | ||
| Q4 25 | $36.0M | $198.8M | ||
| Q3 25 | $37.4M | $1.6M | ||
| Q2 25 | $34.9M | $-22.6M | ||
| Q1 25 | $39.4M | $51.8M | ||
| Q4 24 | $102.7M | $-10.7M | ||
| Q3 24 | $83.0M | $-86.1M | ||
| Q2 24 | $83.7M | $-28.7M |
毛利率
CCS
PATH
| Q1 26 | — | — | ||
| Q4 25 | — | 83.3% | ||
| Q3 25 | — | 82.2% | ||
| Q2 25 | — | 82.1% | ||
| Q1 25 | — | 84.8% | ||
| Q4 24 | — | 82.0% | ||
| Q3 24 | — | 80.0% | ||
| Q2 24 | — | 83.5% |
营业利润率
CCS
PATH
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 3.2% | ||
| Q3 25 | 4.9% | -5.6% | ||
| Q2 25 | 4.7% | -4.6% | ||
| Q1 25 | 5.8% | 7.9% | ||
| Q4 24 | 10.6% | -12.2% | ||
| Q3 24 | 9.7% | -32.7% | ||
| Q2 24 | 10.6% | -14.8% |
净利率
CCS
PATH
| Q1 26 | 3.1% | — | ||
| Q4 25 | 2.9% | 48.4% | ||
| Q3 25 | 3.8% | 0.4% | ||
| Q2 25 | 3.5% | -6.3% | ||
| Q1 25 | 4.4% | 12.2% | ||
| Q4 24 | 8.1% | -3.0% | ||
| Q3 24 | 7.3% | -27.2% | ||
| Q2 24 | 8.1% | -8.6% |
每股收益(稀释后)
CCS
PATH
| Q1 26 | $0.88 | — | ||
| Q4 25 | $1.21 | $0.37 | ||
| Q3 25 | $1.25 | $0.00 | ||
| Q2 25 | $1.14 | $-0.04 | ||
| Q1 25 | $1.26 | $0.09 | ||
| Q4 24 | $3.20 | $-0.02 | ||
| Q3 24 | $2.59 | $-0.15 | ||
| Q2 24 | $2.61 | $-0.05 |
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 | $78.2M | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $1.9B |
| 总资产 | $4.5B | $2.9B |
| 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
CCS
PATH
| Q1 26 | $78.2M | — | ||
| Q4 25 | $109.4M | $1.4B | ||
| Q3 25 | $130.1M | $1.4B | ||
| Q2 25 | $93.2M | $1.6B | ||
| Q1 25 | $100.3M | $1.6B | ||
| Q4 24 | $150.0M | $1.6B | ||
| Q3 24 | $149.2M | $1.7B | ||
| Q2 24 | $106.7M | $1.9B |
股东权益
CCS
PATH
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.6B | $1.9B | ||
| Q3 25 | $2.6B | $1.7B | ||
| Q2 25 | $2.6B | $1.7B | ||
| Q1 25 | $2.6B | $1.8B | ||
| Q4 24 | $2.6B | $1.7B | ||
| Q3 24 | $2.5B | $1.8B | ||
| Q2 24 | $2.5B | $2.0B |
总资产
CCS
PATH
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.5B | $2.9B | ||
| Q3 25 | $4.7B | $2.6B | ||
| Q2 25 | $4.6B | $2.6B | ||
| Q1 25 | $4.6B | $2.9B | ||
| Q4 24 | $4.5B | $2.7B | ||
| Q3 24 | $4.8B | $2.7B | ||
| Q2 24 | $4.3B | $2.8B |
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 | — | $28.3M |
| 自由现金流经营现金流 - 资本支出 | — | $25.1M |
| 自由现金流率自由现金流/营收 | — | 6.1% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 0.14× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
CCS
PATH
| Q1 26 | — | — | ||
| Q4 25 | $210.7M | $28.3M | ||
| Q3 25 | $-10.0M | $41.6M | ||
| Q2 25 | $-11.0M | $119.0M | ||
| Q1 25 | $-36.6M | $146.1M | ||
| Q4 24 | $299.7M | $28.1M | ||
| Q3 24 | $-95.5M | $46.4M | ||
| Q2 24 | $-100.1M | $100.0M |
自由现金流
CCS
PATH
| Q1 26 | — | — | ||
| Q4 25 | $202.6M | $25.1M | ||
| Q3 25 | $-20.8M | — | ||
| Q2 25 | $-17.6M | $106.2M | ||
| Q1 25 | $-40.0M | $138.7M | ||
| Q4 24 | $290.6M | $23.2M | ||
| Q3 24 | $-101.9M | $45.0M | ||
| Q2 24 | $-117.6M | $98.8M |
自由现金流率
CCS
PATH
| Q1 26 | — | — | ||
| Q4 25 | 16.4% | 6.1% | ||
| Q3 25 | -2.1% | — | ||
| Q2 25 | -1.8% | 29.8% | ||
| Q1 25 | -4.4% | 32.7% | ||
| Q4 24 | 22.8% | 6.5% | ||
| Q3 24 | -9.0% | 14.2% | ||
| Q2 24 | -11.3% | 29.5% |
资本支出强度
CCS
PATH
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 0.8% | ||
| Q3 25 | 1.1% | 0.0% | ||
| Q2 25 | 0.7% | 3.6% | ||
| Q1 25 | 0.4% | 1.7% | ||
| Q4 24 | 0.7% | 1.4% | ||
| Q3 24 | 0.6% | 0.4% | ||
| Q2 24 | 1.7% | 0.4% |
现金转化率
CCS
PATH
| Q1 26 | — | — | ||
| Q4 25 | 5.86× | 0.14× | ||
| Q3 25 | -0.27× | 26.25× | ||
| Q2 25 | -0.32× | — | ||
| Q1 25 | -0.93× | 2.82× | ||
| Q4 24 | 2.92× | — | ||
| Q3 24 | -1.15× | — | ||
| Q2 24 | -1.20× | — |
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
CCS
| Home sales revenues | $734.1M | 93% |
| Land sales and other revenues | $33.2M | 4% |
| Financial services revenues | $22.4M | 3% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |