vs
Canopy Growth Corp(CGC)与OCTAVE SPECIALTY GROUP INC(OSG)财务数据对比。点击上方公司名可切换其他公司
OCTAVE SPECIALTY GROUP INC的季度营收约是Canopy Growth Corp的1.9倍($104.2M vs $54.4M),OCTAVE SPECIALTY GROUP INC净利率更高(-6.6% vs -84.0%,领先77.4%),OCTAVE SPECIALTY GROUP INC同比增速更快(66.0% vs -0.3%),过去两年OCTAVE SPECIALTY GROUP INC的营收复合增速更高(42.9% vs 1.2%)
Canopy Growth Corp前身为Tweed Marijuana Inc,是一家总部位于加拿大安大略省史密斯福尔斯的大麻企业,在北美大麻行业拥有较高知名度,主要从事大麻相关产品的研发、生产与销售业务。
奥克塔夫专业集团是一家专业保险控股企业,主营定制化财产与意外伤害保险产品,核心业务聚焦超额剩余保险领域,为北美地区的商业及个人客户提供定制化风险保障解决方案。
CGC vs OSG — 直观对比
营收规模更大
OSG
是对方的1.9倍
$54.4M
营收增速更快
OSG
高出66.3%
-0.3%
净利率更高
OSG
高出77.4%
-84.0%
两年增速更快
OSG
近两年复合增速
1.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $54.4M | $104.2M |
| 净利润 | $-45.7M | $-6.9M |
| 毛利率 | 28.8% | — |
| 营业利润率 | -35.3% | — |
| 净利率 | -84.0% | -6.6% |
| 营收同比 | -0.3% | 66.0% |
| 净利润同比 | 48.6% | — |
| 每股收益(稀释后) | — | $-0.13 |
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
CGC
OSG
| Q1 26 | — | $104.2M | ||
| Q4 25 | $54.4M | $66.9M | ||
| Q3 25 | $48.7M | $66.6M | ||
| Q2 25 | $52.7M | $55.0M | ||
| Q1 25 | $47.5M | $62.8M | ||
| Q4 24 | $54.6M | $65.2M | ||
| Q3 24 | $46.0M | $70.0M | ||
| Q2 24 | $48.3M | $51.0M |
净利润
CGC
OSG
| Q1 26 | — | $-6.9M | ||
| Q4 25 | $-45.7M | $-29.7M | ||
| Q3 25 | $-1.2M | $-112.6M | ||
| Q2 25 | $-30.3M | $-72.7M | ||
| Q1 25 | — | $-44.7M | ||
| Q4 24 | $-89.0M | $-20.9M | ||
| Q3 24 | $-93.7M | $-27.5M | ||
| Q2 24 | $-92.8M | $-750.0K |
毛利率
CGC
OSG
| Q1 26 | — | — | ||
| Q4 25 | 28.8% | — | ||
| Q3 25 | 32.8% | — | ||
| Q2 25 | 25.0% | — | ||
| Q1 25 | 16.2% | — | ||
| Q4 24 | 32.2% | — | ||
| Q3 24 | 34.7% | — | ||
| Q2 24 | 34.8% | — |
营业利润率
CGC
OSG
| Q1 26 | — | — | ||
| Q4 25 | -35.3% | -76.7% | ||
| Q3 25 | -25.3% | -48.2% | ||
| Q2 25 | -31.4% | -41.8% | ||
| Q1 25 | — | -24.1% | ||
| Q4 24 | -31.9% | -55.5% | ||
| Q3 24 | -72.9% | -29.7% | ||
| Q2 24 | -44.0% | -28.9% |
净利率
CGC
OSG
| Q1 26 | — | -6.6% | ||
| Q4 25 | -84.0% | -73.8% | ||
| Q3 25 | -2.5% | -169.1% | ||
| Q2 25 | -57.6% | -132.3% | ||
| Q1 25 | — | -71.3% | ||
| Q4 24 | -163.0% | -55.1% | ||
| Q3 24 | -203.7% | -39.3% | ||
| Q2 24 | -192.0% | -1.5% |
每股收益(稀释后)
CGC
OSG
| Q1 26 | — | $-0.13 | ||
| Q4 25 | — | $-0.82 | ||
| Q3 25 | — | $-2.35 | ||
| Q2 25 | — | $-1.54 | ||
| Q1 25 | — | $-1.22 | ||
| Q4 24 | — | $-11.75 | ||
| Q3 24 | — | $-0.63 | ||
| Q2 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 | $271.1M | — |
| 总债务越低越好 | — | $117.1M |
| 股东权益账面价值 | $553.5M | $833.6M |
| 总资产 | $807.5M | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.14× |
8季度趋势,按日历期对齐
现金及短期投资
CGC
OSG
| Q1 26 | — | — | ||
| Q4 25 | $271.1M | $146.4M | ||
| Q3 25 | $217.6M | $27.5M | ||
| Q2 25 | $104.8M | $22.5M | ||
| Q1 25 | $96.0M | $34.1M | ||
| Q4 24 | $130.2M | $157.2M | ||
| Q3 24 | $168.8M | $40.8M | ||
| Q2 24 | $142.3M | $14.6M |
总债务
CGC
OSG
| Q1 26 | — | $117.1M | ||
| Q4 25 | — | $117.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $518.0M | ||
| Q2 24 | — | $515.0M |
股东权益
CGC
OSG
| Q1 26 | — | $833.6M | ||
| Q4 25 | $553.5M | $715.8M | ||
| Q3 25 | $537.3M | $843.4M | ||
| Q2 25 | $357.0M | $859.8M | ||
| Q1 25 | $355.7M | $852.2M | ||
| Q4 24 | $431.8M | $798.4M | ||
| Q3 24 | $372.1M | $1.5B | ||
| Q2 24 | $389.0M | $1.4B |
总资产
CGC
OSG
| Q1 26 | — | $2.3B | ||
| Q4 25 | $807.5M | $2.2B | ||
| Q3 25 | $781.0M | $2.1B | ||
| Q2 25 | $660.4M | $8.5B | ||
| Q1 25 | $669.9M | $8.3B | ||
| Q4 24 | $849.9M | $8.1B | ||
| Q3 24 | $899.6M | $9.3B | ||
| Q2 24 | $938.9M | $8.2B |
负债/权益比
CGC
OSG
| Q1 26 | — | 0.14× | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.35× | ||
| Q2 24 | — | 0.38× |
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
CGC
| Other | $24.0M | 44% |
| Canadian Adult Use Cannabis | $22.9M | 42% |
| International Markets Cannabis | $6.2M | 11% |
| Other Geographical Area | $1.2M | 2% |
OSG
| Commissions | $68.2M | 65% |
| Other | $20.6M | 20% |
| Servicing and other fees | $9.4M | 9% |
| Program fees | $3.6M | 3% |
| Investment income | $2.4M | 2% |