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Charter Communications（CHTR）与纽蒙特（NEM）财务数据对比。点击上方公司名可切换其他公司
Charter Communications的季度营收约是纽蒙特的1.9倍（$13.6B vs $7.3B），纽蒙特净利率更高（26.0% vs 8.6%，领先17.5%），Charter Communications同比增速更快（-1.0% vs -31.4%），Charter Communications自由现金流更多（$1.4B vs $1.2B），过去两年纽蒙特的营收复合增速更高（28.8% 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。
纽蒙特公司是总部位于美国科罗拉多州丹佛市的金矿企业，为全球规模最大的金矿开采集团。公司成立于1921年，在全球十余个国家持有金矿资产，还与巴里克矿业共同持有内华达金矿的部分股权，除黄金外也开采铜、银、锌、铅等多种金属。
CHTR vs NEM — 直观对比
营收规模更大
CHTR
是对方的1.9倍
$7.3B
营收增速更快
CHTR
高出30.4%
-31.4%
净利率更高
NEM
高出17.5%
8.6%
自由现金流更多
CHTR
多$167.0M
$1.2B
两年增速更快
NEM
近两年复合增速
-0.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $13.6B | $7.3B |
| 净利润 | $1.2B | $1.9B |
| 毛利率 | — | — |
| 营业利润率 | 23.6% | — |
| 净利率 | 8.6% | 26.0% |
| 营收同比 | -1.0% | -31.4% |
| 净利润同比 | -4.4% | -8.3% |
| 每股收益（稀释后） | $9.17 | $1.68 |
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CHTRNEM
| Q1 26 | $13.6B | $7.3B | ||
| Q4 25 | $13.6B | $6.8B | ||
| Q3 25 | $13.7B | $5.5B | ||
| Q2 25 | $13.8B | $5.3B | ||
| Q1 25 | $13.7B | $5.0B | ||
| Q4 24 | $13.9B | $5.7B | ||
| Q3 24 | $13.8B | $4.6B | ||
| Q2 24 | $13.7B | $4.4B |
净利润CHTRNEM
| Q1 26 | $1.2B | $1.9B | ||
| Q4 25 | $1.3B | $1.3B | ||
| Q3 25 | $1.1B | $1.8B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.2B | $1.9B | ||
| Q4 24 | $1.5B | $1.4B | ||
| Q3 24 | $1.3B | $922.0M | ||
| Q2 24 | $1.2B | $853.0M |
营业利润率CHTRNEM
| Q1 26 | 23.6% | — | ||
| Q4 25 | 24.0% | 47.6% | ||
| Q3 25 | 22.9% | 45.4% | ||
| Q2 25 | 23.8% | 58.6% | ||
| Q1 25 | 23.6% | 49.3% | ||
| Q4 24 | 24.3% | 36.3% | ||
| Q3 24 | 24.2% | 23.0% | ||
| Q2 24 | 23.8% | 23.5% |
净利率CHTRNEM
| Q1 26 | 8.6% | 26.0% | ||
| Q4 25 | 9.8% | 19.1% | ||
| Q3 25 | 8.3% | 33.2% | ||
| Q2 25 | 9.5% | 38.8% | ||
| Q1 25 | 8.9% | 37.7% | ||
| Q4 24 | 10.5% | 24.8% | ||
| Q3 24 | 9.3% | 20.0% | ||
| Q2 24 | 9.0% | 19.4% |
每股收益（稀释后）CHTRNEM
| Q1 26 | $9.17 | $1.68 | ||
| Q4 25 | $10.27 | $1.19 | ||
| Q3 25 | $8.34 | $1.67 | ||
| Q2 25 | $9.18 | $1.85 | ||
| Q1 25 | $8.42 | $1.68 | ||
| Q4 24 | $10.11 | $1.23 | ||
| Q3 24 | $8.82 | $0.80 | ||
| Q2 24 | $8.49 | $0.74 |
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 | $4.7B |
| 总债务越低越好 | $94.4B | — |
| 股东权益账面价值 | $21.1B | $31.4B |
| 总资产 | $154.6B | $55.5B |
| 负债/权益比越低杠杆越低 | 4.48× | — |
8季度趋势，按日历期对齐
现金及短期投资CHTRNEM
| Q1 26 | $517.0M | $4.7B | ||
| Q4 25 | $477.0M | $8.2B | ||
| Q3 25 | $464.0M | $6.0B | ||
| Q2 25 | $606.0M | $6.7B | ||
| Q1 25 | $796.0M | $4.7B | ||
| Q4 24 | $459.0M | $3.6B | ||
| Q3 24 | $721.0M | $3.1B | ||
| Q2 24 | $602.0M | $2.7B |
总债务CHTRNEM
| Q1 26 | $94.4B | — | ||
| Q4 25 | $94.8B | $5.1B | ||
| Q3 25 | $95.2B | $5.2B | ||
| Q2 25 | $94.4B | $7.1B | ||
| Q1 25 | $93.8B | $7.5B | ||
| Q4 24 | $93.9B | $8.5B | ||
| Q3 24 | $95.3B | $8.6B | ||
| Q2 24 | $96.7B | $8.7B |
股东权益CHTRNEM
| Q1 26 | $21.1B | $31.4B | ||
| Q4 25 | $16.1B | $33.9B | ||
| Q3 25 | $15.3B | $33.2B | ||
| Q2 25 | $16.2B | $32.1B | ||
| Q1 25 | $16.2B | $31.2B | ||
| Q4 24 | $15.6B | $29.9B | ||
| Q3 24 | $14.1B | $29.7B | ||
| Q2 24 | $12.9B | $29.4B |
总资产CHTRNEM
| Q1 26 | $154.6B | $55.5B | ||
| Q4 25 | $154.2B | $57.1B | ||
| Q3 25 | $152.8B | $54.7B | ||
| Q2 25 | $151.6B | $55.2B | ||
| Q1 25 | $151.0B | $55.5B | ||
| Q4 24 | $150.0B | $56.3B | ||
| Q3 24 | $149.4B | $56.2B | ||
| Q2 24 | $148.6B | $55.7B |
负债/权益比CHTRNEM
| Q1 26 | 4.48× | — | ||
| Q4 25 | 5.90× | 0.15× | ||
| Q3 25 | 6.20× | 0.16× | ||
| Q2 25 | 5.82× | 0.22× | ||
| Q1 25 | 5.77× | 0.24× | ||
| Q4 24 | 6.03× | 0.28× | ||
| Q3 24 | 6.76× | 0.29× | ||
| Q2 24 | 7.51× | 0.30× |
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 | — | — |
| 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% | 16.5% |
| 资本支出强度资本支出/营收 | 21.0% | 11.3% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $4.0B | $7.3B |
8季度趋势，按日历期对齐
经营现金流CHTRNEM
| Q1 26 | — | — | ||
| Q4 25 | $3.8B | $3.6B | ||
| Q3 25 | $4.5B | $2.3B | ||
| Q2 25 | $3.6B | $2.4B | ||
| Q1 25 | $4.2B | $2.0B | ||
| Q4 24 | $3.5B | $2.5B | ||
| Q3 24 | $3.9B | $1.6B | ||
| Q2 24 | $3.9B | $1.4B |
自由现金流CHTRNEM
| Q1 26 | $1.4B | $1.2B | ||
| Q4 25 | $426.0M | $2.8B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $726.0M | $1.7B | ||
| Q1 25 | $1.8B | $1.2B | ||
| Q4 24 | $398.0M | $1.6B | ||
| Q3 24 | $1.3B | $771.0M | ||
| Q2 24 | $1.0B | $628.0M |
自由现金流率CHTRNEM
| Q1 26 | 10.1% | 16.5% | ||
| Q4 25 | 3.1% | 41.3% | ||
| Q3 25 | 10.5% | 28.4% | ||
| Q2 25 | 5.3% | 32.2% | ||
| Q1 25 | 13.4% | 24.1% | ||
| Q4 24 | 2.9% | 28.9% | ||
| Q3 24 | 9.7% | 16.7% | ||
| Q2 24 | 7.3% | 14.3% |
资本支出强度CHTRNEM
| Q1 26 | 21.0% | 11.3% | ||
| Q4 25 | 24.5% | 11.9% | ||
| Q3 25 | 22.3% | 13.2% | ||
| Q2 25 | 20.9% | 12.7% | ||
| Q1 25 | 17.5% | 16.5% | ||
| Q4 24 | 22.0% | 15.5% | ||
| Q3 24 | 18.6% | 19.0% | ||
| Q2 24 | 20.8% | 18.2% |
现金转化率CHTRNEM
| Q1 26 | — | — | ||
| Q4 25 | 2.82× | 2.78× | ||
| Q3 25 | 3.94× | 1.25× | ||
| Q2 25 | 2.77× | 1.16× | ||
| Q1 25 | 3.48× | 1.07× | ||
| Q4 24 | 2.36× | 1.79× | ||
| Q3 24 | 3.05× | 1.79× | ||
| Q2 24 | 3.13× | 1.67× |
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% |
NEM
| Consolidated gold sales, net | $6.0B | 83% |
| Other | $506.0M | 7% |
| Consolidated copper sales, net | $354.0M | 5% |
| Consolidated silver sales, net | $188.0M | 3% |
| Consolidated zinc sales, net | $181.0M | 2% |
| Consolidated lead sales, net | $42.0M | 1% |
