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Century Communities, Inc.（CCS）与Ubiquiti Inc.（UI）财务数据对比。点击上方公司名可切换其他公司
Ubiquiti Inc.的季度营收约是Century Communities, Inc.的1.0倍（$814.9M vs $789.7M），Ubiquiti Inc.净利率更高（28.7% vs 3.1%，领先25.6%），Ubiquiti Inc.同比增速更快（35.8% vs -12.6%），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% 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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
CCS vs UI — 直观对比
营收规模更大
UI
是对方的1.0倍
$789.7M
营收增速更快
UI
高出48.4%
-12.6%
净利率更高
UI
高出25.6%
3.1%
两年增速更快
UI
近两年复合增速
-12.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $789.7M | $814.9M |
| 净利润 | $24.4M | $233.6M |
| 毛利率 | — | 45.9% |
| 营业利润率 | — | 35.9% |
| 净利率 | 3.1% | 28.7% |
| 营收同比 | -12.6% | 35.8% |
| 净利润同比 | -38.0% | 70.8% |
| 每股收益（稀释后） | $0.88 | $3.86 |
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CCSUI
| Q1 26 | $789.7M | — | ||
| Q4 25 | $1.2B | $814.9M | ||
| Q3 25 | $980.3M | $733.8M | ||
| Q2 25 | $1.0B | $759.2M | ||
| Q1 25 | $903.2M | $664.2M | ||
| Q4 24 | $1.3B | $599.9M | ||
| Q3 24 | $1.1B | $550.3M | ||
| Q2 24 | $1.0B | $507.5M |
净利润CCSUI
| Q1 26 | $24.4M | — | ||
| Q4 25 | $36.0M | $233.6M | ||
| Q3 25 | $37.4M | $207.9M | ||
| Q2 25 | $34.9M | $266.7M | ||
| Q1 25 | $39.4M | $180.4M | ||
| Q4 24 | $102.7M | $136.8M | ||
| Q3 24 | $83.0M | $128.0M | ||
| Q2 24 | $83.7M | $103.8M |
毛利率CCSUI
| Q1 26 | — | — | ||
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 45.1% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 41.2% | ||
| Q3 24 | — | 42.1% | ||
| Q2 24 | — | 40.2% |
营业利润率CCSUI
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 35.9% | ||
| Q3 25 | 4.9% | 35.7% | ||
| Q2 25 | 4.7% | 34.4% | ||
| Q1 25 | 5.8% | 34.2% | ||
| Q4 24 | 10.6% | 29.8% | ||
| Q3 24 | 9.7% | 30.7% | ||
| Q2 24 | 10.6% | 27.3% |
净利率CCSUI
| Q1 26 | 3.1% | — | ||
| Q4 25 | 2.9% | 28.7% | ||
| Q3 25 | 3.8% | 28.3% | ||
| Q2 25 | 3.5% | 35.1% | ||
| Q1 25 | 4.4% | 27.2% | ||
| Q4 24 | 8.1% | 22.8% | ||
| Q3 24 | 7.3% | 23.3% | ||
| Q2 24 | 8.1% | 20.5% |
每股收益（稀释后）CCSUI
| Q1 26 | $0.88 | — | ||
| Q4 25 | $1.21 | $3.86 | ||
| Q3 25 | $1.25 | $3.43 | ||
| Q2 25 | $1.14 | $4.40 | ||
| Q1 25 | $1.26 | $2.98 | ||
| Q4 24 | $3.20 | $2.26 | ||
| Q3 24 | $2.59 | $2.12 | ||
| Q2 24 | $2.61 | $1.72 |
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 | $302.8M |
| 总债务越低越好 | — | $47.5M |
| 股东权益账面价值 | $2.6B | $1.0B |
| 总资产 | $4.5B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资CCSUI
| Q1 26 | $78.2M | — | ||
| Q4 25 | $109.4M | $302.8M | ||
| Q3 25 | $130.1M | $177.2M | ||
| Q2 25 | $93.2M | $149.7M | ||
| Q1 25 | $100.3M | $151.0M | ||
| Q4 24 | $150.0M | $133.1M | ||
| Q3 24 | $149.2M | $165.2M | ||
| Q2 24 | $106.7M | $126.3M |
总债务CCSUI
| Q1 26 | — | — | ||
| Q4 25 | — | $47.5M | ||
| Q3 25 | — | $133.8M | ||
| Q2 25 | — | $250.0M | ||
| Q1 25 | — | $340.0M | ||
| Q4 24 | — | $406.3M | ||
| Q3 24 | — | $552.5M | ||
| Q2 24 | — | $708.1M |
股东权益CCSUI
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.6B | $1.0B | ||
| Q3 25 | $2.6B | $828.4M | ||
| Q2 25 | $2.6B | $668.3M | ||
| Q1 25 | $2.6B | $436.1M | ||
| Q4 24 | $2.6B | $290.4M | ||
| Q3 24 | $2.5B | $188.1M | ||
| Q2 24 | $2.5B | $95.1M |
总资产CCSUI
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.5B | $1.6B | ||
| Q3 25 | $4.7B | $1.5B | ||
| Q2 25 | $4.6B | $1.5B | ||
| Q1 25 | $4.6B | $1.3B | ||
| Q4 24 | $4.5B | $1.2B | ||
| Q3 24 | $4.8B | $1.2B | ||
| Q2 24 | $4.3B | $1.2B |
负债/权益比CCSUI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.05× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | — | 2.94× | ||
| Q2 24 | — | 7.45× |
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 | — | $263.9M |
| 自由现金流经营现金流 - 资本支出 | — | $260.3M |
| 自由现金流率自由现金流/营收 | — | 31.9% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $699.5M |
8季度趋势，按日历期对齐
经营现金流CCSUI
| Q1 26 | — | — | ||
| Q4 25 | $210.7M | $263.9M | ||
| Q3 25 | $-10.0M | $198.5M | ||
| Q2 25 | $-11.0M | $130.4M | ||
| Q1 25 | $-36.6M | $123.6M | ||
| Q4 24 | $299.7M | $152.4M | ||
| Q3 24 | $-95.5M | $233.7M | ||
| Q2 24 | $-100.1M | $231.4M |
自由现金流CCSUI
| Q1 26 | — | — | ||
| Q4 25 | $202.6M | $260.3M | ||
| Q3 25 | $-20.8M | $193.3M | ||
| Q2 25 | $-17.6M | $125.2M | ||
| Q1 25 | $-40.0M | $120.7M | ||
| Q4 24 | $290.6M | $150.4M | ||
| Q3 24 | $-101.9M | $231.1M | ||
| Q2 24 | $-117.6M | $229.5M |
自由现金流率CCSUI
| Q1 26 | — | — | ||
| Q4 25 | 16.4% | 31.9% | ||
| Q3 25 | -2.1% | 26.3% | ||
| Q2 25 | -1.8% | 16.5% | ||
| Q1 25 | -4.4% | 18.2% | ||
| Q4 24 | 22.8% | 25.1% | ||
| Q3 24 | -9.0% | 42.0% | ||
| Q2 24 | -11.3% | 45.2% |
资本支出强度CCSUI
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 0.4% | ||
| Q3 25 | 1.1% | 0.7% | ||
| Q2 25 | 0.7% | 0.7% | ||
| Q1 25 | 0.4% | 0.4% | ||
| Q4 24 | 0.7% | 0.3% | ||
| Q3 24 | 0.6% | 0.5% | ||
| Q2 24 | 1.7% | 0.4% |
现金转化率CCSUI
| Q1 26 | — | — | ||
| Q4 25 | 5.86× | 1.13× | ||
| Q3 25 | -0.27× | 0.95× | ||
| Q2 25 | -0.32× | 0.49× | ||
| Q1 25 | -0.93× | 0.68× | ||
| Q4 24 | 2.92× | 1.11× | ||
| Q3 24 | -1.15× | 1.83× | ||
| Q2 24 | -1.20× | 2.23× |
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% |
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
