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Charter Communications（CHTR）与维萨（V）财务数据对比。点击上方公司名可切换其他公司
Charter Communications的季度营收约是维萨的1.2倍（$13.6B vs $11.2B），维萨净利率更高（53.4% vs 8.6%，领先44.9%），维萨同比增速更快（17.0% vs -1.0%），过去两年维萨的营收复合增速更高（12.3% 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。
维萨（Visa Inc.）是总部位于美国加利福尼亚州旧金山的跨国支付卡服务企业，业务覆盖全球电子资金转账领域，旗下拥有Visa品牌的信用卡、借记卡、预付卡等多条产品线，为全球消费者及商户提供安全便捷的电子支付解决方案。
CHTR vs V — 直观对比
营收规模更大
CHTR
是对方的1.2倍
$11.2B
营收增速更快
V
高出18.0%
-1.0%
净利率更高
V
高出44.9%
8.6%
两年增速更快
V
近两年复合增速
-0.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $13.6B | $11.2B |
| 净利润 | $1.2B | $6.0B |
| 毛利率 | — | — |
| 营业利润率 | 23.6% | 64.4% |
| 净利率 | 8.6% | 53.4% |
| 营收同比 | -1.0% | 17.0% |
| 净利润同比 | -4.4% | 32.0% |
| 每股收益（稀释后） | $9.17 | — |
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CHTRV
| Q2 26 | — | $11.2B | ||
| Q1 26 | $13.6B | — | ||
| Q4 25 | $13.6B | $10.9B | ||
| Q3 25 | $13.7B | $10.7B | ||
| Q2 25 | $13.8B | $10.2B | ||
| Q1 25 | $13.7B | $9.6B | ||
| Q4 24 | $13.9B | $9.5B | ||
| Q3 24 | $13.8B | $9.6B |
净利润CHTRV
| Q2 26 | — | $6.0B | ||
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.3B | $5.9B | ||
| Q3 25 | $1.1B | $5.1B | ||
| Q2 25 | $1.3B | $5.3B | ||
| Q1 25 | $1.2B | $4.6B | ||
| Q4 24 | $1.5B | $5.1B | ||
| Q3 24 | $1.3B | $5.3B |
营业利润率CHTRV
| Q2 26 | — | 64.4% | ||
| Q1 26 | 23.6% | — | ||
| Q4 25 | 24.0% | 61.8% | ||
| Q3 25 | 22.9% | 57.3% | ||
| Q2 25 | 23.8% | 60.7% | ||
| Q1 25 | 23.6% | 56.6% | ||
| Q4 24 | 24.3% | 65.6% | ||
| Q3 24 | 24.2% | 66.0% |
净利率CHTRV
| Q2 26 | — | 53.4% | ||
| Q1 26 | 8.6% | — | ||
| Q4 25 | 9.8% | 53.7% | ||
| Q3 25 | 8.3% | 47.5% | ||
| Q2 25 | 9.5% | 51.8% | ||
| Q1 25 | 8.9% | 47.7% | ||
| Q4 24 | 10.5% | 53.8% | ||
| Q3 24 | 9.3% | 55.3% |
每股收益（稀释后）CHTRV
| Q2 26 | — | — | ||
| Q1 26 | $9.17 | — | ||
| Q4 25 | $10.27 | — | ||
| Q3 25 | $8.34 | — | ||
| Q2 25 | $9.18 | — | ||
| Q1 25 | $8.42 | — | ||
| Q4 24 | $10.11 | — | ||
| Q3 24 | $8.82 | — |
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 | $12.4B |
| 总债务越低越好 | $94.4B | $22.4B |
| 股东权益账面价值 | $21.1B | $35.7B |
| 总资产 | $154.6B | $95.0B |
| 负债/权益比越低杠杆越低 | 4.48× | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资CHTRV
| Q2 26 | — | $12.4B | ||
| Q1 26 | $517.0M | — | ||
| Q4 25 | $477.0M | $14.8B | ||
| Q3 25 | $464.0M | $17.2B | ||
| Q2 25 | $606.0M | $17.1B | ||
| Q1 25 | $796.0M | $11.7B | ||
| Q4 24 | $459.0M | $12.4B | ||
| Q3 24 | $721.0M | $12.0B |
总债务CHTRV
| Q2 26 | — | $22.4B | ||
| Q1 26 | $94.4B | — | ||
| Q4 25 | $94.8B | — | ||
| Q3 25 | $95.2B | — | ||
| Q2 25 | $94.4B | — | ||
| Q1 25 | $93.8B | — | ||
| Q4 24 | $93.9B | — | ||
| Q3 24 | $95.3B | — |
股东权益CHTRV
| Q2 26 | — | $35.7B | ||
| Q1 26 | $21.1B | — | ||
| Q4 25 | $16.1B | $38.8B | ||
| Q3 25 | $15.3B | $37.9B | ||
| Q2 25 | $16.2B | $38.7B | ||
| Q1 25 | $16.2B | $38.0B | ||
| Q4 24 | $15.6B | $38.3B | ||
| Q3 24 | $14.1B | $39.1B |
总资产CHTRV
| Q2 26 | — | $95.0B | ||
| Q1 26 | $154.6B | — | ||
| Q4 25 | $154.2B | $96.8B | ||
| Q3 25 | $152.8B | $99.6B | ||
| Q2 25 | $151.6B | $100.0B | ||
| Q1 25 | $151.0B | $92.9B | ||
| Q4 24 | $150.0B | $91.9B | ||
| Q3 24 | $149.4B | $94.5B |
负债/权益比CHTRV
| Q2 26 | — | 0.63× | ||
| Q1 26 | 4.48× | — | ||
| Q4 25 | 5.90× | — | ||
| Q3 25 | 6.20× | — | ||
| Q2 25 | 5.82× | — | ||
| Q1 25 | 5.77× | — | ||
| Q4 24 | 6.03× | — | ||
| Q3 24 | 6.76× | — |
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 | — |
| 自由现金流率自由现金流/营收 | 10.1% | — |
| 资本支出强度资本支出/营收 | 21.0% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流CHTRV
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $3.8B | $6.8B | ||
| Q3 25 | $4.5B | $6.2B | ||
| Q2 25 | $3.6B | $6.7B | ||
| Q1 25 | $4.2B | $4.7B | ||
| Q4 24 | $3.5B | $5.4B | ||
| Q3 24 | $3.9B | $6.7B |
自由现金流CHTRV
| Q2 26 | — | — | ||
| Q1 26 | $1.4B | — | ||
| Q4 25 | $426.0M | $6.4B | ||
| Q3 25 | $1.4B | $5.8B | ||
| Q2 25 | $726.0M | $6.3B | ||
| Q1 25 | $1.8B | $4.4B | ||
| Q4 24 | $398.0M | $5.1B | ||
| Q3 24 | $1.3B | $6.4B |
自由现金流率CHTRV
| Q2 26 | — | — | ||
| Q1 26 | 10.1% | — | ||
| Q4 25 | 3.1% | 58.7% | ||
| Q3 25 | 10.5% | 54.5% | ||
| Q2 25 | 5.3% | 62.0% | ||
| Q1 25 | 13.4% | 45.5% | ||
| Q4 24 | 2.9% | 53.1% | ||
| Q3 24 | 9.7% | 66.1% |
资本支出强度CHTRV
| Q2 26 | — | — | ||
| Q1 26 | 21.0% | — | ||
| Q4 25 | 24.5% | 3.5% | ||
| Q3 25 | 22.3% | 3.6% | ||
| Q2 25 | 20.9% | 4.1% | ||
| Q1 25 | 17.5% | 3.4% | ||
| Q4 24 | 22.0% | 3.6% | ||
| Q3 24 | 18.6% | 3.2% |
现金转化率CHTRV
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.82× | 1.16× | ||
| Q3 25 | 3.94× | 1.23× | ||
| Q2 25 | 2.77× | 1.28× | ||
| Q1 25 | 3.48× | 1.03× | ||
| Q4 24 | 2.36× | 1.05× | ||
| Q3 24 | 3.05× | 1.25× |
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% |
V
| Data processing revenue | $5.5B | 49% |
| International transaction revenue | $3.6B | 32% |
| Other revenue | $1.3B | 12% |
| Other | $736.0M | 7% |
