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Consensus Cloud Solutions, Inc.（CCSI）与INSEEGO CORP.（INSG）财务数据对比。点击上方公司名可切换其他公司
Consensus Cloud Solutions, Inc.的季度营收约是INSEEGO CORP.的1.8倍（$88.5M vs $48.4M），Consensus Cloud Solutions, Inc.净利率更高（27.9% vs 1.0%，领先26.9%），Consensus Cloud Solutions, Inc.同比增速更快（1.5% vs 0.6%），Consensus Cloud Solutions, Inc.自由现金流更多（$38.5M vs $11.6M），过去两年INSEEGO CORP.的营收复合增速更高（13.6% vs 0.6%）
Consensus Cloud Solutions是一家云解决方案提供商，核心产品包括加密数字传真、安全文档交换、工作流程自动化工具，主要面向医疗、法律、金融服务等领域的北美企业客户提供相关服务。
Inseego Corp是全球领先的5G及物联网解决方案提供商，主打移动热点、边缘计算设备及云端设备管理平台产品，客户覆盖全球范围内的电信运营商、企业及公共部门。
CCSI vs INSG — 直观对比
营收规模更大
CCSI
是对方的1.8倍
$48.4M
营收增速更快
CCSI
高出0.9%
0.6%
净利率更高
CCSI
高出26.9%
1.0%
自由现金流更多
CCSI
多$26.8M
$11.6M
两年增速更快
INSG
近两年复合增速
0.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $88.5M | $48.4M |
| 净利润 | $24.7M | $469.0K |
| 毛利率 | 80.9% | 42.2% |
| 营业利润率 | 42.7% | 2.7% |
| 净利率 | 27.9% | 1.0% |
| 营收同比 | 1.5% | 0.6% |
| 净利润同比 | 16.7% | 182.9% |
| 每股收益（稀释后） | $1.30 | $-0.02 |
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CCSIINSG
| Q1 26 | $88.5M | — | ||
| Q4 25 | $87.1M | $48.4M | ||
| Q3 25 | $87.8M | $45.9M | ||
| Q2 25 | $87.7M | $40.2M | ||
| Q1 25 | $87.1M | $31.7M | ||
| Q4 24 | $87.0M | $48.1M | ||
| Q3 24 | $87.8M | $54.0M | ||
| Q2 24 | $87.5M | $51.6M |
净利润CCSIINSG
| Q1 26 | $24.7M | — | ||
| Q4 25 | $20.5M | $469.0K | ||
| Q3 25 | $22.1M | $1.4M | ||
| Q2 25 | $20.8M | $507.0K | ||
| Q1 25 | $21.2M | $-1.6M | ||
| Q4 24 | $18.1M | $-566.0K | ||
| Q3 24 | $21.1M | $9.0M | ||
| Q2 24 | $23.9M | $624.0K |
毛利率CCSIINSG
| Q1 26 | 80.9% | — | ||
| Q4 25 | 80.0% | 42.2% | ||
| Q3 25 | 80.0% | 41.6% | ||
| Q2 25 | 79.9% | 41.1% | ||
| Q1 25 | 79.3% | 47.3% | ||
| Q4 24 | 79.5% | 37.3% | ||
| Q3 24 | 79.9% | 34.8% | ||
| Q2 24 | 80.4% | 36.4% |
营业利润率CCSIINSG
| Q1 26 | 42.7% | — | ||
| Q4 25 | 41.1% | 2.7% | ||
| Q3 25 | 43.2% | 4.7% | ||
| Q2 25 | 44.5% | 3.2% | ||
| Q1 25 | 43.0% | -1.3% | ||
| Q4 24 | 38.4% | 3.7% | ||
| Q3 24 | 43.8% | 1.9% | ||
| Q2 24 | 45.6% | 3.6% |
净利率CCSIINSG
| Q1 26 | 27.9% | — | ||
| Q4 25 | 23.5% | 1.0% | ||
| Q3 25 | 25.2% | 3.1% | ||
| Q2 25 | 23.7% | 1.3% | ||
| Q1 25 | 24.3% | -5.0% | ||
| Q4 24 | 20.8% | -1.2% | ||
| Q3 24 | 24.1% | 16.6% | ||
| Q2 24 | 27.3% | 1.2% |
每股收益（稀释后）CCSIINSG
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.06 | $-0.02 | ||
| Q3 25 | $1.15 | $0.03 | ||
| Q2 25 | $1.07 | $-0.03 | ||
| Q1 25 | $1.07 | $-0.16 | ||
| Q4 24 | $0.92 | $0.62 | ||
| Q3 24 | $1.09 | $-0.06 | ||
| Q2 24 | $1.24 | $-0.02 |
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 | $92.3M | $24.9M |
| 总债务越低越好 | $556.8M | — |
| 股东权益账面价值 | $22.0M | $-4.0M |
| 总资产 | $678.7M | $93.8M |
| 负债/权益比越低杠杆越低 | 25.31× | — |
8季度趋势，按日历期对齐
现金及短期投资CCSIINSG
| Q1 26 | $92.3M | — | ||
| Q4 25 | $74.7M | $24.9M | ||
| Q3 25 | $97.6M | $14.6M | ||
| Q2 25 | $57.9M | $13.2M | ||
| Q1 25 | $53.4M | $35.1M | ||
| Q4 24 | $33.5M | $39.6M | ||
| Q3 24 | $54.6M | $12.0M | ||
| Q2 24 | $49.2M | $49.0M |
总债务CCSIINSG
| Q1 26 | $556.8M | — | ||
| Q4 25 | $558.4M | — | ||
| Q3 25 | $578.6M | — | ||
| Q2 25 | $578.2M | — | ||
| Q1 25 | $583.7M | — | ||
| Q4 24 | $593.0M | — | ||
| Q3 24 | $612.5M | — | ||
| Q2 24 | $642.8M | — |
股东权益CCSIINSG
| Q1 26 | $22.0M | — | ||
| Q4 25 | $13.8M | $-4.0M | ||
| Q3 25 | $-2.6M | $-7.7M | ||
| Q2 25 | $-26.5M | $-10.5M | ||
| Q1 25 | $-49.4M | $-13.0M | ||
| Q4 24 | $-79.5M | $-12.9M | ||
| Q3 24 | $-93.2M | $-85.1M | ||
| Q2 24 | $-124.4M | $-101.8M |
总资产CCSIINSG
| Q1 26 | $678.7M | — | ||
| Q4 25 | $663.8M | $93.8M | ||
| Q3 25 | $675.0M | $85.8M | ||
| Q2 25 | $641.5M | $83.1M | ||
| Q1 25 | $629.6M | $93.0M | ||
| Q4 24 | $602.2M | $100.0M | ||
| Q3 24 | $622.5M | $113.4M | ||
| Q2 24 | $608.5M | $149.6M |
负债/权益比CCSIINSG
| Q1 26 | 25.31× | — | ||
| Q4 25 | 40.54× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $45.8M | $12.0M |
| 自由现金流经营现金流 - 资本支出 | $38.5M | $11.6M |
| 自由现金流率自由现金流/营收 | 43.5% | 24.0% |
| 资本支出强度资本支出/营收 | — | 0.7% |
| 现金转化率经营现金流/净利润 | 1.86× | 25.50× |
| 过去12个月自由现金流最近4个季度 | $110.6M | $6.5M |
8季度趋势，按日历期对齐
经营现金流CCSIINSG
| Q1 26 | $45.8M | — | ||
| Q4 25 | $15.2M | $12.0M | ||
| Q3 25 | $51.6M | $3.2M | ||
| Q2 25 | $28.3M | $-4.5M | ||
| Q1 25 | $40.9M | $-3.5M | ||
| Q4 24 | $11.1M | $-14.2M | ||
| Q3 24 | $41.6M | $14.8M | ||
| Q2 24 | $24.4M | $27.6M |
自由现金流CCSIINSG
| Q1 26 | $38.5M | — | ||
| Q4 25 | $7.3M | $11.6M | ||
| Q3 25 | $44.4M | $3.1M | ||
| Q2 25 | $20.3M | $-4.7M | ||
| Q1 25 | $33.7M | $-3.5M | ||
| Q4 24 | $3.1M | $-14.3M | ||
| Q3 24 | $33.6M | $14.8M | ||
| Q2 24 | $15.8M | $27.6M |
自由现金流率CCSIINSG
| Q1 26 | 43.5% | — | ||
| Q4 25 | 8.4% | 24.0% | ||
| Q3 25 | 50.6% | 6.7% | ||
| Q2 25 | 23.2% | -11.6% | ||
| Q1 25 | 38.7% | -11.0% | ||
| Q4 24 | 3.6% | -29.7% | ||
| Q3 24 | 38.3% | 27.4% | ||
| Q2 24 | 18.1% | 53.5% |
资本支出强度CCSIINSG
| Q1 26 | — | — | ||
| Q4 25 | 9.1% | 0.7% | ||
| Q3 25 | 8.2% | 0.2% | ||
| Q2 25 | 9.1% | 0.5% | ||
| Q1 25 | 8.3% | 0.1% | ||
| Q4 24 | 9.2% | 0.1% | ||
| Q3 24 | 9.1% | 0.0% | ||
| Q2 24 | 9.8% | 0.0% |
现金转化率CCSIINSG
| Q1 26 | 1.86× | — | ||
| Q4 25 | 0.74× | 25.50× | ||
| Q3 25 | 2.34× | 2.22× | ||
| Q2 25 | 1.36× | -8.81× | ||
| Q1 25 | 1.94× | — | ||
| Q4 24 | 0.62× | — | ||
| Q3 24 | 1.97× | 1.65× | ||
| Q2 24 | 1.02× | 44.31× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
