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Charter Communications（CHTR）与联邦快递（FDX）财务数据对比。点击上方公司名可切换其他公司
联邦快递的季度营收约是Charter Communications的1.7倍（$23.5B vs $13.6B），Charter Communications净利率更高（8.6% vs 4.1%，领先4.5%），联邦快递同比增速更快（6.8% vs -1.0%），Charter Communications自由现金流更多（$1.4B vs $1.2B），过去两年联邦快递的营收复合增速更高（3.9% vs -0.3%）
Charter Communications是美国知名电信与大众传媒企业，旗下服务统一使用Spectrum品牌运营，总部位于美国康涅狄格州斯坦福德市，主营业务涵盖宽带网络、有线电视、移动通信等领域，为美国家庭及商业客户提供各类综合通信与媒体服务。
联邦快递（FedEx）是总部位于美国田纳西州孟菲斯的跨国集团控股企业，主营业务覆盖运输、电子商务及商业服务领域。其品牌名FedEx源自原航空业务板块Federal Express的音节缩写，该原名自1973年启用，1994年集团正式统一使用FedEx作为品牌名称。
CHTR vs FDX — 直观对比
营收规模更大
FDX
是对方的1.7倍
$13.6B
营收增速更快
FDX
高出7.8%
-1.0%
净利率更高
CHTR
高出4.5%
4.1%
自由现金流更多
CHTR
多$178.0M
$1.2B
两年增速更快
FDX
近两年复合增速
-0.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $13.6B | $23.5B |
| 净利润 | $1.2B | $956.0M |
| 毛利率 | — | — |
| 营业利润率 | 23.6% | 5.9% |
| 净利率 | 8.6% | 4.1% |
| 营收同比 | -1.0% | 6.8% |
| 净利润同比 | -4.4% | 29.0% |
| 每股收益（稀释后） | $9.17 | $4.04 |
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CHTRFDX
| Q1 26 | $13.6B | — | ||
| Q4 25 | $13.6B | $23.5B | ||
| Q3 25 | $13.7B | $22.2B | ||
| Q2 25 | $13.8B | $22.2B | ||
| Q1 25 | $13.7B | $22.2B | ||
| Q4 24 | $13.9B | $22.0B | ||
| Q3 24 | $13.8B | $21.6B | ||
| Q2 24 | $13.7B | $22.1B |
净利润CHTRFDX
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.3B | $956.0M | ||
| Q3 25 | $1.1B | $824.0M | ||
| Q2 25 | $1.3B | $1.6B | ||
| Q1 25 | $1.2B | $909.0M | ||
| Q4 24 | $1.5B | $741.0M | ||
| Q3 24 | $1.3B | $794.0M | ||
| Q2 24 | $1.2B | $1.5B |
营业利润率CHTRFDX
| Q1 26 | 23.6% | — | ||
| Q4 25 | 24.0% | 5.9% | ||
| Q3 25 | 22.9% | 5.3% | ||
| Q2 25 | 23.8% | 8.1% | ||
| Q1 25 | 23.6% | 5.8% | ||
| Q4 24 | 24.3% | 4.8% | ||
| Q3 24 | 24.2% | 5.0% | ||
| Q2 24 | 23.8% | 7.0% |
净利率CHTRFDX
| Q1 26 | 8.6% | — | ||
| Q4 25 | 9.8% | 4.1% | ||
| Q3 25 | 8.3% | 3.7% | ||
| Q2 25 | 9.5% | 7.4% | ||
| Q1 25 | 8.9% | 4.1% | ||
| Q4 24 | 10.5% | 3.4% | ||
| Q3 24 | 9.3% | 3.7% | ||
| Q2 24 | 9.0% | 6.7% |
每股收益（稀释后）CHTRFDX
| Q1 26 | $9.17 | — | ||
| Q4 25 | $10.27 | $4.04 | ||
| Q3 25 | $8.34 | $3.46 | ||
| Q2 25 | $9.18 | $6.81 | ||
| Q1 25 | $8.42 | $3.76 | ||
| Q4 24 | $10.11 | $3.03 | ||
| Q3 24 | $8.82 | $3.21 | ||
| Q2 24 | $8.49 | $5.92 |
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 | $517.0M | $6.6B |
| 总债务越低越好 | $94.4B | $20.3B |
| 股东权益账面价值 | $21.1B | $28.1B |
| 总资产 | $154.6B | $89.2B |
| 负债/权益比越低杠杆越低 | 4.48× | 0.72× |
8季度趋势，按日历期对齐
现金及短期投资CHTRFDX
| Q1 26 | $517.0M | — | ||
| Q4 25 | $477.0M | $6.6B | ||
| Q3 25 | $464.0M | $6.2B | ||
| Q2 25 | $606.0M | $5.5B | ||
| Q1 25 | $796.0M | $5.1B | ||
| Q4 24 | $459.0M | $5.0B | ||
| Q3 24 | $721.0M | $5.9B | ||
| Q2 24 | $602.0M | $6.5B |
总债务CHTRFDX
| Q1 26 | $94.4B | — | ||
| Q4 25 | $94.8B | $20.3B | ||
| Q3 25 | $95.2B | $20.3B | ||
| Q2 25 | $94.4B | $19.2B | ||
| Q1 25 | $93.8B | $19.5B | ||
| Q4 24 | $93.9B | $19.4B | ||
| Q3 24 | $95.3B | $19.7B | ||
| Q2 24 | $96.7B | $20.1B |
股东权益CHTRFDX
| Q1 26 | $21.1B | — | ||
| Q4 25 | $16.1B | $28.1B | ||
| Q3 25 | $15.3B | $27.8B | ||
| Q2 25 | $16.2B | $28.1B | ||
| Q1 25 | $16.2B | $26.7B | ||
| Q4 24 | $15.6B | $26.5B | ||
| Q3 24 | $14.1B | $27.2B | ||
| Q2 24 | $12.9B | $27.6B |
总资产CHTRFDX
| Q1 26 | $154.6B | — | ||
| Q4 25 | $154.2B | $89.2B | ||
| Q3 25 | $152.8B | $88.4B | ||
| Q2 25 | $151.6B | $87.6B | ||
| Q1 25 | $151.0B | $85.0B | ||
| Q4 24 | $150.0B | $85.5B | ||
| Q3 24 | $149.4B | $86.7B | ||
| Q2 24 | $148.6B | $87.0B |
负债/权益比CHTRFDX
| Q1 26 | 4.48× | — | ||
| Q4 25 | 5.90× | 0.72× | ||
| Q3 25 | 6.20× | 0.73× | ||
| Q2 25 | 5.82× | 0.68× | ||
| Q1 25 | 5.77× | 0.73× | ||
| Q4 24 | 6.03× | 0.73× | ||
| Q3 24 | 6.76× | 0.72× | ||
| Q2 24 | 7.51× | 0.73× |
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 | — | $2.0B |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $1.2B |
| 自由现金流率自由现金流/营收 | 10.1% | 5.1% |
| 资本支出强度资本支出/营收 | 21.0% | 3.2% |
| 现金转化率经营现金流/净利润 | — | 2.04× |
| 过去12个月自由现金流最近4个季度 | $4.0B | $4.3B |
8季度趋势，按日历期对齐
经营现金流CHTRFDX
| Q1 26 | — | — | ||
| Q4 25 | $3.8B | $2.0B | ||
| Q3 25 | $4.5B | $1.7B | ||
| Q2 25 | $3.6B | $2.5B | ||
| Q1 25 | $4.2B | $2.0B | ||
| Q4 24 | $3.5B | $1.3B | ||
| Q3 24 | $3.9B | $1.2B | ||
| Q2 24 | $3.9B | $2.7B |
自由现金流CHTRFDX
| Q1 26 | $1.4B | — | ||
| Q4 25 | $426.0M | $1.2B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $726.0M | $1.0B | ||
| Q1 25 | $1.8B | $1.0B | ||
| Q4 24 | $398.0M | $500.0M | ||
| Q3 24 | $1.3B | $420.0M | ||
| Q2 24 | $1.0B | $1.5B |
自由现金流率CHTRFDX
| Q1 26 | 10.1% | — | ||
| Q4 25 | 3.1% | 5.1% | ||
| Q3 25 | 10.5% | 4.9% | ||
| Q2 25 | 5.3% | 4.7% | ||
| Q1 25 | 13.4% | 4.6% | ||
| Q4 24 | 2.9% | 2.3% | ||
| Q3 24 | 9.7% | 1.9% | ||
| Q2 24 | 7.3% | 6.8% |
资本支出强度CHTRFDX
| Q1 26 | 21.0% | — | ||
| Q4 25 | 24.5% | 3.2% | ||
| Q3 25 | 22.3% | 2.8% | ||
| Q2 25 | 20.9% | 6.6% | ||
| Q1 25 | 17.5% | 4.5% | ||
| Q4 24 | 22.0% | 3.7% | ||
| Q3 24 | 18.6% | 3.6% | ||
| Q2 24 | 20.8% | 5.4% |
现金转化率CHTRFDX
| Q1 26 | — | — | ||
| Q4 25 | 2.82× | 2.04× | ||
| Q3 25 | 3.94× | 2.08× | ||
| Q2 25 | 2.77× | 1.53× | ||
| Q1 25 | 3.48× | 2.21× | ||
| Q4 24 | 2.36× | 1.78× | ||
| Q3 24 | 3.05× | 1.49× | ||
| Q2 24 | 3.13× | 1.83× |
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
CHTR
| Internet | $5.9B | 43% |
| Video | $3.3B | 24% |
| Small business | $1.1B | 8% |
| Mobile service | $1.1B | 8% |
| Other | $906.0M | 7% |
| Mid-market & large business | $749.0M | 6% |
| Advertising sales | $358.0M | 3% |
| Voice | $338.0M | 2% |
FDX
| United States Ground | $9.2B | 39% |
| United States Priority | $2.8B | 12% |
| Other | $2.2B | 9% |
| Fedex Freight Segment | $2.1B | 9% |
| International Economy | $1.5B | 6% |
| Freight Revenue | $1.5B | 6% |
| United States Deferred | $1.4B | 6% |
| International Domestic | $1.3B | 5% |
| International Economy Freight | $582.0M | 2% |
| United States Freight | $304.0M | 1% |
| Other International Revenue | $240.0M | 1% |
