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康卡斯特（CMCSA）与CPI Card Group Inc.（PMTS）财务数据对比。点击上方公司名可切换其他公司
康卡斯特的季度营收约是CPI Card Group Inc.的205.5倍（$31.5B vs $153.1M）。康卡斯特净利率更高（6.9% vs 4.8%，领先2.1%）。CPI Card Group Inc.同比增速更快（22.3% vs 5.3%）。康卡斯特自由现金流更多（$3.9B vs $35.2M）。过去两年CPI Card Group Inc.的营收复合增速更高（16.9% vs 2.9%）
康卡斯特是美国跨国大众传媒、电信及娱乐综合集团，总部位于费城康卡斯特中心，旗下NBC环球、纽约业务及其他核心资产总部设于纽约曼哈顿中城洛克菲勒广场30号，2023年位列福布斯全球企业2000强第51位，是全球传媒娱乐领域的头部企业。
CPI Card Group Inc.是知名的支付卡生产及配套解决方案供应商，主营接触式、非接触式信用卡、借记卡、预付卡的制造与个性化定制服务，客户以北美地区的金融机构、金融科技企业及零售品牌为主。
CMCSA vs PMTS — 直观对比
营收规模更大
CMCSA
是对方的205.5倍
$153.1M
营收增速更快
PMTS
高出17.1%
5.3%
净利率更高
CMCSA
高出2.1%
4.8%
自由现金流更多
CMCSA
多$3.9B
$35.2M
两年增速更快
PMTS
近两年复合增速
2.9%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $31.5B | $153.1M |
| 净利润 | $2.2B | $7.3M |
| 毛利率 | — | 31.5% |
| 营业利润率 | 13.1% | 12.0% |
| 净利率 | 6.9% | 4.8% |
| 营收同比 | 5.3% | 22.3% |
| 净利润同比 | -35.6% | 8.5% |
| 每股收益（稀释后） | $0.60 | $0.62 |
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CMCSAPMTS
| Q1 26 | $31.5B | — | ||
| Q4 25 | $32.3B | $153.1M | ||
| Q3 25 | $31.2B | $138.0M | ||
| Q2 25 | $30.3B | $129.8M | ||
| Q1 25 | $29.9B | $122.8M | ||
| Q4 24 | $31.9B | $125.1M | ||
| Q3 24 | $32.1B | $124.8M | ||
| Q2 24 | $29.7B | $118.8M |
净利润CMCSAPMTS
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $7.3M | ||
| Q3 25 | $3.3B | $2.3M | ||
| Q2 25 | $11.1B | $518.0K | ||
| Q1 25 | $3.4B | $4.8M | ||
| Q4 24 | $4.8B | $6.8M | ||
| Q3 24 | $3.6B | $1.3M | ||
| Q2 24 | $3.9B | $6.0M |
毛利率CMCSAPMTS
| Q1 26 | — | — | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 29.7% | ||
| Q2 25 | — | 30.9% | ||
| Q1 25 | — | 33.2% | ||
| Q4 24 | — | 34.1% | ||
| Q3 24 | — | 35.8% | ||
| Q2 24 | — | 35.7% |
营业利润率CMCSAPMTS
| Q1 26 | 13.1% | — | ||
| Q4 25 | 10.8% | 12.0% | ||
| Q3 25 | 17.7% | 9.4% | ||
| Q2 25 | 19.8% | 7.3% | ||
| Q1 25 | 18.9% | 11.5% | ||
| Q4 24 | 15.6% | 12.7% | ||
| Q3 24 | 18.3% | 14.3% | ||
| Q2 24 | 22.3% | 12.5% |
净利率CMCSAPMTS
| Q1 26 | 6.9% | — | ||
| Q4 25 | 6.7% | 4.8% | ||
| Q3 25 | 10.7% | 1.7% | ||
| Q2 25 | 36.7% | 0.4% | ||
| Q1 25 | 11.3% | 3.9% | ||
| Q4 24 | 15.0% | 5.4% | ||
| Q3 24 | 11.3% | 1.0% | ||
| Q2 24 | 13.2% | 5.1% |
每股收益（稀释后）CMCSAPMTS
| Q1 26 | $0.60 | — | ||
| Q4 25 | $0.62 | $0.62 | ||
| Q3 25 | $0.90 | $0.19 | ||
| Q2 25 | $2.98 | $0.04 | ||
| Q1 25 | $0.89 | $0.40 | ||
| Q4 24 | $1.23 | $0.56 | ||
| Q3 24 | $0.94 | $0.11 | ||
| Q2 24 | $1.00 | $0.51 |
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 | $9.5B | $21.7M |
| 总债务越低越好 | $5.4B | $286.7M |
| 股东权益账面价值 | $88.3B | $-17.3M |
| 总资产 | $260.0B | $403.2M |
| 负债/权益比越低杠杆越低 | 0.06× | — |
8季度趋势，按日历期对齐
现金及短期投资CMCSAPMTS
| Q1 26 | $9.5B | — | ||
| Q4 25 | $9.5B | $21.7M | ||
| Q3 25 | $9.3B | $16.0M | ||
| Q2 25 | $9.7B | $17.1M | ||
| Q1 25 | $8.6B | $31.5M | ||
| Q4 24 | $7.3B | $33.5M | ||
| Q3 24 | $8.9B | $14.7M | ||
| Q2 24 | $6.2B | $7.5M |
总债务CMCSAPMTS
| Q1 26 | $5.4B | — | ||
| Q4 25 | $93.0B | $286.7M | ||
| Q3 25 | $93.2B | $308.4M | ||
| Q2 25 | $95.8B | $310.9M | ||
| Q1 25 | $92.3B | $280.7M | ||
| Q4 24 | $94.2B | $280.4M | ||
| Q3 24 | $98.8B | $280.2M | ||
| Q2 24 | $97.1B | $269.7M |
股东权益CMCSAPMTS
| Q1 26 | $88.3B | — | ||
| Q4 25 | $96.9B | $-17.3M | ||
| Q3 25 | $97.1B | $-25.7M | ||
| Q2 25 | $96.9B | $-29.0M | ||
| Q1 25 | $86.6B | $-29.7M | ||
| Q4 24 | $85.6B | $-35.6M | ||
| Q3 24 | $85.8B | $-42.8M | ||
| Q2 24 | $83.2B | $-44.6M |
总资产CMCSAPMTS
| Q1 26 | $260.0B | — | ||
| Q4 25 | $272.6B | $403.2M | ||
| Q3 25 | $273.0B | $407.1M | ||
| Q2 25 | $273.9B | $399.8M | ||
| Q1 25 | $267.8B | $351.9M | ||
| Q4 24 | $266.2B | $349.7M | ||
| Q3 24 | $269.9B | $342.3M | ||
| Q2 24 | $262.6B | $321.4M |
负债/权益比CMCSAPMTS
| Q1 26 | 0.06× | — | ||
| Q4 25 | 0.96× | — | ||
| Q3 25 | 0.96× | — | ||
| Q2 25 | 0.99× | — | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 1.10× | — | ||
| Q3 24 | 1.15× | — | ||
| Q2 24 | 1.17× | — |
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 | $6.9B | $39.6M |
| 自由现金流经营现金流 - 资本支出 | $3.9B | $35.2M |
| 自由现金流率自由现金流/营收 | 12.4% | 23.0% |
| 资本支出强度资本支出/营收 | 7.5% | 2.9% |
| 现金转化率经营现金流/净利润 | 3.17× | 5.39× |
| 过去12个月自由现金流最近4个季度 | $19.8B | $41.3M |
8季度趋势，按日历期对齐
经营现金流CMCSAPMTS
| Q1 26 | $6.9B | — | ||
| Q4 25 | $8.8B | $39.6M | ||
| Q3 25 | $8.7B | $10.0M | ||
| Q2 25 | $7.8B | $4.3M | ||
| Q1 25 | $8.3B | $5.6M | ||
| Q4 24 | $8.1B | $26.7M | ||
| Q3 24 | $7.0B | $12.5M | ||
| Q2 24 | $4.7B | $-4.8M |
自由现金流CMCSAPMTS
| Q1 26 | $3.9B | — | ||
| Q4 25 | $5.1B | $35.2M | ||
| Q3 25 | $5.6B | $5.3M | ||
| Q2 25 | $5.1B | $533.0K | ||
| Q1 25 | $6.0B | $292.0K | ||
| Q4 24 | $4.2B | $21.6M | ||
| Q3 24 | $4.1B | $11.1M | ||
| Q2 24 | $2.0B | $-6.0M |
自由现金流率CMCSAPMTS
| Q1 26 | 12.4% | — | ||
| Q4 25 | 15.8% | 23.0% | ||
| Q3 25 | 18.0% | 3.8% | ||
| Q2 25 | 16.9% | 0.4% | ||
| Q1 25 | 20.2% | 0.2% | ||
| Q4 24 | 13.1% | 17.3% | ||
| Q3 24 | 12.8% | 8.9% | ||
| Q2 24 | 6.7% | -5.0% |
资本支出强度CMCSAPMTS
| Q1 26 | 7.5% | — | ||
| Q4 25 | 11.6% | 2.9% | ||
| Q3 25 | 9.8% | 3.4% | ||
| Q2 25 | 8.8% | 2.9% | ||
| Q1 25 | 7.5% | 4.3% | ||
| Q4 24 | 12.3% | 4.0% | ||
| Q3 24 | 9.1% | 1.2% | ||
| Q2 24 | 9.2% | 1.0% |
现金转化率CMCSAPMTS
| Q1 26 | 3.17× | — | ||
| Q4 25 | 4.08× | 5.39× | ||
| Q3 25 | 2.61× | 4.32× | ||
| Q2 25 | 0.70× | 8.39× | ||
| Q1 25 | 2.46× | 1.17× | ||
| Q4 24 | 1.69× | 3.94× | ||
| Q3 24 | 1.93× | 9.70× | ||
| Q2 24 | 1.20× | -0.79× |
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
CMCSA
| Connectivity & Platforms | $20.0B | 63% |
| Content & Experiences | $11.9B | 38% |
PMTS
| US Debit And Credit | $128.9M | 84% |
| US Prepaid Debit | $24.4M | 16% |
