vs
Charter Communications（CHTR）与Meta Platforms（META）财务数据对比。点击上方公司名可切换其他公司
Meta Platforms的季度营收约是Charter Communications的4.4倍（$59.9B vs $13.6B）。Meta Platforms净利率更高（38.0% vs 8.6%，领先29.5%）。Meta Platforms同比增速更快（23.8% vs -1.0%）。Meta Platforms自由现金流更多（$14.8B vs $1.4B）。过去两年Meta Platforms的营收复合增速更高（28.2% 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。
Meta Platforms是总部位于美国加利福尼亚州门洛帕克的跨国科技巨头，属于全球头部科技企业阵营。旗下运营Facebook、Instagram、WhatsApp、Messenger、Threads等多款知名社交媒体及通讯服务，同时开展自有及第三方站点广告业务，2023年广告收入占其总营收的97.8%。
CHTR vs META — 直观对比
营收规模更大
META
是对方的4.4倍
$13.6B
营收增速更快
META
高出24.8%
-1.0%
净利率更高
META
高出29.5%
8.6%
自由现金流更多
META
多$13.5B
$1.4B
两年增速更快
META
近两年复合增速
-0.3%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $13.6B | $59.9B |
| 净利润 | $1.2B | $22.8B |
| 毛利率 | — | 81.8% |
| 营业利润率 | 23.6% | 41.3% |
| 净利率 | 8.6% | 38.0% |
| 营收同比 | -1.0% | 23.8% |
| 净利润同比 | -4.4% | 9.3% |
| 每股收益（稀释后） | $9.17 | $8.87 |
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CHTRMETA
| Q1 26 | $13.6B | — | ||
| Q4 25 | $13.6B | $59.9B | ||
| Q3 25 | $13.7B | $51.2B | ||
| Q2 25 | $13.8B | $47.5B | ||
| Q1 25 | $13.7B | $42.3B | ||
| Q4 24 | $13.9B | $48.4B | ||
| Q3 24 | $13.8B | $40.6B | ||
| Q2 24 | $13.7B | $39.1B |
净利润CHTRMETA
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.3B | $22.8B | ||
| Q3 25 | $1.1B | $2.7B | ||
| Q2 25 | $1.3B | $18.3B | ||
| Q1 25 | $1.2B | $16.6B | ||
| Q4 24 | $1.5B | $20.8B | ||
| Q3 24 | $1.3B | $15.7B | ||
| Q2 24 | $1.2B | $13.5B |
毛利率CHTRMETA
| Q1 26 | — | — | ||
| Q4 25 | — | 81.8% | ||
| Q3 25 | — | 82.0% | ||
| Q2 25 | — | 82.1% | ||
| Q1 25 | — | 82.1% | ||
| Q4 24 | — | 81.7% | ||
| Q3 24 | — | 81.8% | ||
| Q2 24 | — | 81.3% |
营业利润率CHTRMETA
| Q1 26 | 23.6% | — | ||
| Q4 25 | 24.0% | 41.3% | ||
| Q3 25 | 22.9% | 40.1% | ||
| Q2 25 | 23.8% | 43.0% | ||
| Q1 25 | 23.6% | 41.5% | ||
| Q4 24 | 24.3% | 48.3% | ||
| Q3 24 | 24.2% | 42.7% | ||
| Q2 24 | 23.8% | 38.0% |
净利率CHTRMETA
| Q1 26 | 8.6% | — | ||
| Q4 25 | 9.8% | 38.0% | ||
| Q3 25 | 8.3% | 5.3% | ||
| Q2 25 | 9.5% | 38.6% | ||
| Q1 25 | 8.9% | 39.3% | ||
| Q4 24 | 10.5% | 43.1% | ||
| Q3 24 | 9.3% | 38.7% | ||
| Q2 24 | 9.0% | 34.5% |
每股收益（稀释后）CHTRMETA
| Q1 26 | $9.17 | — | ||
| Q4 25 | $10.27 | $8.87 | ||
| Q3 25 | $8.34 | $1.05 | ||
| Q2 25 | $9.18 | $7.14 | ||
| Q1 25 | $8.42 | $6.43 | ||
| Q4 24 | $10.11 | $7.96 | ||
| Q3 24 | $8.82 | $6.03 | ||
| Q2 24 | $8.49 | $5.16 |
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 | $81.6B |
| 总债务越低越好 | $94.4B | $58.7B |
| 股东权益账面价值 | $21.1B | $217.2B |
| 总资产 | $154.6B | $366.0B |
| 负债/权益比越低杠杆越低 | 4.48× | 0.27× |
8季度趋势，按日历期对齐
现金及短期投资CHTRMETA
| Q1 26 | $517.0M | — | ||
| Q4 25 | $477.0M | $81.6B | ||
| Q3 25 | $464.0M | $44.4B | ||
| Q2 25 | $606.0M | $47.1B | ||
| Q1 25 | $796.0M | $70.2B | ||
| Q4 24 | $459.0M | $77.8B | ||
| Q3 24 | $721.0M | $70.9B | ||
| Q2 24 | $602.0M | $58.1B |
总债务CHTRMETA
| Q1 26 | $94.4B | — | ||
| Q4 25 | $94.8B | $58.7B | ||
| Q3 25 | $95.2B | — | ||
| Q2 25 | $94.4B | — | ||
| Q1 25 | $93.8B | — | ||
| Q4 24 | $93.9B | $28.8B | ||
| Q3 24 | $95.3B | $28.8B | ||
| Q2 24 | $96.7B | — |
股东权益CHTRMETA
| Q1 26 | $21.1B | — | ||
| Q4 25 | $16.1B | $217.2B | ||
| Q3 25 | $15.3B | $194.1B | ||
| Q2 25 | $16.2B | $195.1B | ||
| Q1 25 | $16.2B | $185.0B | ||
| Q4 24 | $15.6B | $182.6B | ||
| Q3 24 | $14.1B | $164.5B | ||
| Q2 24 | $12.9B | $156.8B |
总资产CHTRMETA
| Q1 26 | $154.6B | — | ||
| Q4 25 | $154.2B | $366.0B | ||
| Q3 25 | $152.8B | $303.8B | ||
| Q2 25 | $151.6B | $294.7B | ||
| Q1 25 | $151.0B | $280.2B | ||
| Q4 24 | $150.0B | $276.1B | ||
| Q3 24 | $149.4B | $256.4B | ||
| Q2 24 | $148.6B | $230.2B |
负债/权益比CHTRMETA
| Q1 26 | 4.48× | — | ||
| Q4 25 | 5.90× | 0.27× | ||
| Q3 25 | 6.20× | — | ||
| Q2 25 | 5.82× | — | ||
| Q1 25 | 5.77× | — | ||
| Q4 24 | 6.03× | 0.16× | ||
| Q3 24 | 6.76× | 0.18× | ||
| 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 | — | $36.2B |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $14.8B |
| 自由现金流率自由现金流/营收 | 10.1% | 24.8% |
| 资本支出强度资本支出/营收 | 21.0% | 35.7% |
| 现金转化率经营现金流/净利润 | — | 1.59× |
| 过去12个月自由现金流最近4个季度 | $4.0B | $46.1B |
8季度趋势，按日历期对齐
经营现金流CHTRMETA
| Q1 26 | — | — | ||
| Q4 25 | $3.8B | $36.2B | ||
| Q3 25 | $4.5B | $30.0B | ||
| Q2 25 | $3.6B | $25.6B | ||
| Q1 25 | $4.2B | $24.0B | ||
| Q4 24 | $3.5B | $28.0B | ||
| Q3 24 | $3.9B | $24.7B | ||
| Q2 24 | $3.9B | $19.4B |
自由现金流CHTRMETA
| Q1 26 | $1.4B | — | ||
| Q4 25 | $426.0M | $14.8B | ||
| Q3 25 | $1.4B | $11.2B | ||
| Q2 25 | $726.0M | $9.0B | ||
| Q1 25 | $1.8B | $11.1B | ||
| Q4 24 | $398.0M | $13.6B | ||
| Q3 24 | $1.3B | $16.5B | ||
| Q2 24 | $1.0B | $11.2B |
自由现金流率CHTRMETA
| Q1 26 | 10.1% | — | ||
| Q4 25 | 3.1% | 24.8% | ||
| Q3 25 | 10.5% | 21.8% | ||
| Q2 25 | 5.3% | 19.0% | ||
| Q1 25 | 13.4% | 26.2% | ||
| Q4 24 | 2.9% | 28.0% | ||
| Q3 24 | 9.7% | 40.6% | ||
| Q2 24 | 7.3% | 28.7% |
资本支出强度CHTRMETA
| Q1 26 | 21.0% | — | ||
| Q4 25 | 24.5% | 35.7% | ||
| Q3 25 | 22.3% | 36.7% | ||
| Q2 25 | 20.9% | 34.8% | ||
| Q1 25 | 17.5% | 30.6% | ||
| Q4 24 | 22.0% | 29.8% | ||
| Q3 24 | 18.6% | 20.3% | ||
| Q2 24 | 20.8% | 20.9% |
现金转化率CHTRMETA
| Q1 26 | — | — | ||
| Q4 25 | 2.82× | 1.59× | ||
| Q3 25 | 3.94× | 11.07× | ||
| Q2 25 | 2.77× | 1.39× | ||
| Q1 25 | 3.48× | 1.44× | ||
| Q4 24 | 2.36× | 1.34× | ||
| Q3 24 | 3.05× | 1.58× | ||
| Q2 24 | 3.13× | 1.44× |
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% |
META
| Advertising | $58.1B | 97% |
| Reality Labs | $955.0M | 2% |
| Service Other | $801.0M | 1% |
