vs
Core & Main, Inc.（CNM）与Frontier Communications Parent, Inc.（FYBR）财务数据对比。点击上方公司名可切换其他公司
Core & Main, Inc.的季度营收约是Frontier Communications Parent, Inc.的1.3倍（$2.1B vs $1.5B），Core & Main, Inc.净利率更高（6.6% vs -5.0%，领先11.6%），Frontier Communications Parent, Inc.同比增速更快（4.2% vs 0.0%），Core & Main, Inc.自由现金流更多（$263.0M vs $-315.0M），过去两年Core & Main, Inc.的营收复合增速更高（19.7% vs 4.3%）
Core & Main, Inc.总部位于美国密苏里州圣路易斯，是美国专业的水务及相关防护产品分销商，主营供水、污水处理、雨水排放、消防防护类产品，客户覆盖市政部门、私营水务企业及专业承包商，在全美49个州设有370个分支机构，服务6万客户，在售产品达22.5万种。
前沿通信母公司是一家美国电信企业，隶属于威瑞森，拥有光纤通信网络，并提供云相关服务，该公司曾先后更名为公民公用事业公司、公民通信公司和前沿通信公司，是美国本土知名电信运营商之一。
CNM vs FYBR — 直观对比
营收规模更大
CNM
是对方的1.3倍
$1.5B
营收增速更快
FYBR
高出4.2%
0.0%
净利率更高
CNM
高出11.6%
-5.0%
自由现金流更多
CNM
多$578.0M
$-315.0M
两年增速更快
CNM
近两年复合增速
4.3%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.5B |
| 净利润 | $137.0M | $-76.0M |
| 毛利率 | 27.2% | 64.3% |
| 营业利润率 | 10.7% | 7.6% |
| 净利率 | 6.6% | -5.0% |
| 营收同比 | 0.0% | 4.2% |
| 净利润同比 | 0.0% | 7.3% |
| 每股收益（稀释后） | $0.72 | $-0.30 |
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CNMFYBR
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | $1.5B | ||
| Q2 25 | $1.9B | $1.5B | ||
| Q1 25 | $1.7B | $1.5B | ||
| Q4 24 | $2.0B | $1.5B | ||
| Q3 24 | $2.0B | $1.5B | ||
| Q2 24 | $1.7B | $1.5B | ||
| Q1 24 | $1.4B | $1.4B |
净利润CNMFYBR
| Q4 25 | $137.0M | — | ||
| Q3 25 | $134.0M | $-76.0M | ||
| Q2 25 | $100.0M | $-123.0M | ||
| Q1 25 | $64.0M | $-64.0M | ||
| Q4 24 | $133.0M | $-118.0M | ||
| Q3 24 | $119.0M | $-82.0M | ||
| Q2 24 | $95.0M | $-123.0M | ||
| Q1 24 | $63.0M | $1.0M |
毛利率CNMFYBR
| Q4 25 | 27.2% | — | ||
| Q3 25 | 26.8% | 64.3% | ||
| Q2 25 | 26.7% | 65.0% | ||
| Q1 25 | 26.6% | 65.2% | ||
| Q4 24 | 26.6% | 64.2% | ||
| Q3 24 | 26.4% | 63.4% | ||
| Q2 24 | 26.9% | 64.8% | ||
| Q1 24 | 26.7% | 63.9% |
营业利润率CNMFYBR
| Q4 25 | 10.7% | — | ||
| Q3 25 | 10.2% | 7.6% | ||
| Q2 25 | 8.9% | 2.9% | ||
| Q1 25 | 7.3% | 5.1% | ||
| Q4 24 | 10.9% | 5.8% | ||
| Q3 24 | 10.4% | 5.8% | ||
| Q2 24 | 9.6% | 6.2% | ||
| Q1 24 | 8.1% | 6.2% |
净利率CNMFYBR
| Q4 25 | 6.6% | — | ||
| Q3 25 | 6.4% | -5.0% | ||
| Q2 25 | 5.2% | -8.1% | ||
| Q1 25 | 3.8% | -4.3% | ||
| Q4 24 | 6.5% | -7.9% | ||
| Q3 24 | 6.1% | -5.6% | ||
| Q2 24 | 5.5% | -8.4% | ||
| Q1 24 | 4.4% | 0.1% |
每股收益（稀释后）CNMFYBR
| Q4 25 | $0.72 | — | ||
| Q3 25 | $0.70 | $-0.30 | ||
| Q2 25 | $0.52 | $-0.49 | ||
| Q1 25 | $0.34 | $-0.26 | ||
| Q4 24 | $0.69 | $-0.48 | ||
| Q3 24 | $0.61 | $-0.33 | ||
| Q2 24 | $0.49 | $-0.49 | ||
| Q1 24 | $0.34 | $0.00 |
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 | $89.0M | $336.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $4.7B |
| 总资产 | $6.3B | $21.6B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资CNMFYBR
| Q4 25 | $89.0M | — | ||
| Q3 25 | $25.0M | $336.0M | ||
| Q2 25 | $8.0M | $412.0M | ||
| Q1 25 | $8.0M | $506.0M | ||
| Q4 24 | $10.0M | $750.0M | ||
| Q3 24 | $13.0M | $1.3B | ||
| Q2 24 | $30.0M | $1.2B | ||
| Q1 24 | $1.0M | $1.5B |
股东权益CNMFYBR
| Q4 25 | $2.0B | — | ||
| Q3 25 | $1.9B | $4.7B | ||
| Q2 25 | $1.7B | $4.8B | ||
| Q1 25 | $1.7B | $4.9B | ||
| Q4 24 | $1.7B | $4.9B | ||
| Q3 24 | $1.6B | $5.1B | ||
| Q2 24 | $1.6B | $5.1B | ||
| Q1 24 | $1.5B | $5.3B |
总资产CNMFYBR
| Q4 25 | $6.3B | — | ||
| Q3 25 | $6.3B | $21.6B | ||
| Q2 25 | $6.3B | $21.3B | ||
| Q1 25 | $5.9B | $20.9B | ||
| Q4 24 | $6.2B | $20.6B | ||
| Q3 24 | $6.1B | $20.9B | ||
| Q2 24 | $6.0B | $20.2B | ||
| Q1 24 | $5.1B | $20.2B |
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 | $271.0M | $504.0M |
| 自由现金流经营现金流 - 资本支出 | $263.0M | $-315.0M |
| 自由现金流率自由现金流/营收 | 12.8% | -20.5% |
| 资本支出强度资本支出/营收 | 0.4% | 53.4% |
| 现金转化率经营现金流/净利润 | 1.98× | — |
| 过去12个月自由现金流最近4个季度 | $575.0M | $-1.4B |
8季度趋势，按日历期对齐
经营现金流CNMFYBR
| Q4 25 | $271.0M | — | ||
| Q3 25 | $34.0M | $504.0M | ||
| Q2 25 | $77.0M | $477.0M | ||
| Q1 25 | $235.0M | $519.0M | ||
| Q4 24 | $260.0M | $294.0M | ||
| Q3 24 | $48.0M | $618.0M | ||
| Q2 24 | $78.0M | $374.0M | ||
| Q1 24 | $294.0M | $335.0M |
自由现金流CNMFYBR
| Q4 25 | $263.0M | — | ||
| Q3 25 | $24.0M | $-315.0M | ||
| Q2 25 | $64.0M | $-368.0M | ||
| Q1 25 | $224.0M | $-238.0M | ||
| Q4 24 | $252.0M | $-498.0M | ||
| Q3 24 | $39.0M | $-81.0M | ||
| Q2 24 | $71.0M | $-252.0M | ||
| Q1 24 | $289.0M | $-331.0M |
自由现金流率CNMFYBR
| Q4 25 | 12.8% | — | ||
| Q3 25 | 1.1% | -20.5% | ||
| Q2 25 | 3.3% | -24.2% | ||
| Q1 25 | 13.2% | -15.9% | ||
| Q4 24 | 12.4% | -33.4% | ||
| Q3 24 | 2.0% | -5.5% | ||
| Q2 24 | 4.1% | -17.2% | ||
| Q1 24 | 20.1% | -22.9% |
资本支出强度CNMFYBR
| Q4 25 | 0.4% | — | ||
| Q3 25 | 0.5% | 53.4% | ||
| Q2 25 | 0.7% | 55.5% | ||
| Q1 25 | 0.6% | 50.6% | ||
| Q4 24 | 0.4% | 53.2% | ||
| Q3 24 | 0.5% | 47.5% | ||
| Q2 24 | 0.4% | 42.7% | ||
| Q1 24 | 0.3% | 46.1% |
现金转化率CNMFYBR
| Q4 25 | 1.98× | — | ||
| Q3 25 | 0.25× | — | ||
| Q2 25 | 0.77× | — | ||
| Q1 25 | 3.67× | — | ||
| Q4 24 | 1.95× | — | ||
| Q3 24 | 0.40× | — | ||
| Q2 24 | 0.82× | — | ||
| Q1 24 | 4.67× | 335.00× |
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
CNM
| Pipes Valves And Fitting Products | $1.4B | 67% |
| Storm Drainage Products | $333.0M | 16% |
| Meter Products | $195.0M | 9% |
| Fire Protection Products | $152.0M | 7% |
FYBR
| Consumer | $826.0M | 54% |
| Business And Wholesale | $707.0M | 46% |
