vs
Charter Communications（CHTR）与JBS N.V.（JBS）财务数据对比。点击上方公司名可切换其他公司
JBS N.V.的季度营收约是Charter Communications的1.7倍（$22.6B vs $13.6B），Charter Communications净利率更高（8.6% vs 2.9%，领先5.7%），JBS N.V.同比增速更快（13.4% vs -1.0%），Charter Communications自由现金流更多（$1.4B vs $-264.6M）
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。
JBS N.V.是巴西跨国企业，为全球规模最大的肉类加工集团，生产工厂化加工的牛肉、鸡肉、三文鱼、羊肉、猪肉等产品，同时销售肉类加工衍生的各类副产品，总部设于圣保罗，1953年在戈亚斯州阿纳波利斯成立。
CHTR vs JBS — 直观对比
营收规模更大
JBS
是对方的1.7倍
$13.6B
营收增速更快
JBS
高出14.4%
-1.0%
净利率更高
CHTR
高出5.7%
2.9%
自由现金流更多
CHTR
多$1.6B
$-264.6M
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $13.6B | $22.6B |
| 净利润 | $1.2B | $644.1M |
| 毛利率 | — | 13.2% |
| 营业利润率 | 23.6% | 5.4% |
| 净利率 | 8.6% | 2.9% |
| 营收同比 | -1.0% | 13.4% |
| 净利润同比 | -4.4% | -14.9% |
| 每股收益（稀释后） | $9.17 | $0.52 |
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CHTRJBS
| Q1 26 | $13.6B | — | ||
| Q4 25 | $13.6B | — | ||
| Q3 25 | $13.7B | $22.6B | ||
| Q2 25 | $13.8B | — | ||
| Q1 25 | $13.7B | — | ||
| Q4 24 | $13.9B | — | ||
| Q3 24 | $13.8B | $19.9B | ||
| Q2 24 | $13.7B | — |
净利润CHTRJBS
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | $644.1M | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.3B | $756.6M | ||
| Q2 24 | $1.2B | — |
毛利率CHTRJBS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 13.2% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 16.5% | ||
| Q2 24 | — | — |
营业利润率CHTRJBS
| Q1 26 | 23.6% | — | ||
| Q4 25 | 24.0% | — | ||
| Q3 25 | 22.9% | 5.4% | ||
| Q2 25 | 23.8% | — | ||
| Q1 25 | 23.6% | — | ||
| Q4 24 | 24.3% | — | ||
| Q3 24 | 24.2% | 7.8% | ||
| Q2 24 | 23.8% | — |
净利率CHTRJBS
| Q1 26 | 8.6% | — | ||
| Q4 25 | 9.8% | — | ||
| Q3 25 | 8.3% | 2.9% | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 8.9% | — | ||
| Q4 24 | 10.5% | — | ||
| Q3 24 | 9.3% | 3.8% | ||
| Q2 24 | 9.0% | — |
每股收益（稀释后）CHTRJBS
| Q1 26 | $9.17 | — | ||
| Q4 25 | $10.27 | — | ||
| Q3 25 | $8.34 | $0.52 | ||
| Q2 25 | $9.18 | — | ||
| Q1 25 | $8.42 | — | ||
| Q4 24 | $10.11 | — | ||
| Q3 24 | $8.82 | $0.62 | ||
| Q2 24 | $8.49 | — |
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 | $485.5B |
| 总债务越低越好 | $94.4B | $213.0M |
| 股东权益账面价值 | $21.1B | $9.5B |
| 总资产 | $154.6B | $44.2B |
| 负债/权益比越低杠杆越低 | 4.48× | 0.02× |
8季度趋势，按日历期对齐
现金及短期投资CHTRJBS
| Q1 26 | $517.0M | — | ||
| Q4 25 | $477.0M | — | ||
| Q3 25 | $464.0M | $485.5B | ||
| Q2 25 | $606.0M | — | ||
| Q1 25 | $796.0M | — | ||
| Q4 24 | $459.0M | — | ||
| Q3 24 | $721.0M | $5.1B | ||
| Q2 24 | $602.0M | — |
总债务CHTRJBS
| Q1 26 | $94.4B | — | ||
| Q4 25 | $94.8B | — | ||
| Q3 25 | $95.2B | $213.0M | ||
| Q2 25 | $94.4B | — | ||
| Q1 25 | $93.8B | — | ||
| Q4 24 | $93.9B | — | ||
| Q3 24 | $95.3B | — | ||
| Q2 24 | $96.7B | — |
股东权益CHTRJBS
| Q1 26 | $21.1B | — | ||
| Q4 25 | $16.1B | — | ||
| Q3 25 | $15.3B | $9.5B | ||
| Q2 25 | $16.2B | — | ||
| Q1 25 | $16.2B | — | ||
| Q4 24 | $15.6B | — | ||
| Q3 24 | $14.1B | $9.5B | ||
| Q2 24 | $12.9B | — |
总资产CHTRJBS
| Q1 26 | $154.6B | — | ||
| Q4 25 | $154.2B | — | ||
| Q3 25 | $152.8B | $44.2B | ||
| Q2 25 | $151.6B | — | ||
| Q1 25 | $151.0B | — | ||
| Q4 24 | $150.0B | — | ||
| Q3 24 | $149.4B | — | ||
| Q2 24 | $148.6B | — |
负债/权益比CHTRJBS
| Q1 26 | 4.48× | — | ||
| Q4 25 | 5.90× | — | ||
| Q3 25 | 6.20× | 0.02× | ||
| Q2 25 | 5.82× | — | ||
| Q1 25 | 5.77× | — | ||
| Q4 24 | 6.03× | — | ||
| Q3 24 | 6.76× | — | ||
| Q2 24 | 7.51× | — |
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 | — | $996.4M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $-264.6M |
| 自由现金流率自由现金流/营收 | 10.1% | -1.2% |
| 资本支出强度资本支出/营收 | 21.0% | 5.6% |
| 现金转化率经营现金流/净利润 | — | 1.55× |
| 过去12个月自由现金流最近4个季度 | $4.0B | — |
8季度趋势，按日历期对齐
经营现金流CHTRJBS
| Q1 26 | — | — | ||
| Q4 25 | $3.8B | — | ||
| Q3 25 | $4.5B | $996.4M | ||
| Q2 25 | $3.6B | — | ||
| Q1 25 | $4.2B | — | ||
| Q4 24 | $3.5B | — | ||
| Q3 24 | $3.9B | — | ||
| Q2 24 | $3.9B | — |
自由现金流CHTRJBS
| Q1 26 | $1.4B | — | ||
| Q4 25 | $426.0M | — | ||
| Q3 25 | $1.4B | $-264.6M | ||
| Q2 25 | $726.0M | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $398.0M | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.0B | — |
自由现金流率CHTRJBS
| Q1 26 | 10.1% | — | ||
| Q4 25 | 3.1% | — | ||
| Q3 25 | 10.5% | -1.2% | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 13.4% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 9.7% | — | ||
| Q2 24 | 7.3% | — |
资本支出强度CHTRJBS
| Q1 26 | 21.0% | — | ||
| Q4 25 | 24.5% | — | ||
| Q3 25 | 22.3% | 5.6% | ||
| Q2 25 | 20.9% | — | ||
| Q1 25 | 17.5% | — | ||
| Q4 24 | 22.0% | — | ||
| Q3 24 | 18.6% | — | ||
| Q2 24 | 20.8% | — |
现金转化率CHTRJBS
| Q1 26 | — | — | ||
| Q4 25 | 2.82× | — | ||
| Q3 25 | 3.94× | 1.55× | ||
| Q2 25 | 2.77× | — | ||
| Q1 25 | 3.48× | — | ||
| Q4 24 | 2.36× | — | ||
| Q3 24 | 3.05× | — | ||
| Q2 24 | 3.13× | — |
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% |
JBS
暂无分部数据
