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COHEN & STEERS, INC.（CNS）与Rocket Lab Corp（RKLB）财务数据对比。点击上方公司名可切换其他公司
Rocket Lab Corp的季度营收约是COHEN & STEERS, INC.的1.2倍（$179.7M vs $143.8M），COHEN & STEERS, INC.净利率更高（24.3% vs -29.5%，领先53.7%），Rocket Lab Corp同比增速更快（35.7% vs 2.9%），Rocket Lab Corp自由现金流更多（$-114.2M vs $-126.4M），过去两年Rocket Lab Corp的营收复合增速更高（39.2% vs 8.3%）
科恩斯蒂尔是一家美国投资管理企业，专注于通过房地产投资信托（REIT）开展不动产证券投资，同时布局优先证券相关的另类收益类投资业务，在全球不动产和另类收益投资领域拥有专业的运营经验。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商，旗下Electron轨道火箭主打小型卫星发射，截至2026年1月已成功完成超75次任务，是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台，下一代可复用中型运载火箭Neutron目前也在研发中。
CNS vs RKLB — 直观对比
营收规模更大
RKLB
是对方的1.2倍
$143.8M
营收增速更快
RKLB
高出32.8%
2.9%
净利率更高
CNS
高出53.7%
-29.5%
自由现金流更多
RKLB
多$12.2M
$-126.4M
两年增速更快
RKLB
近两年复合增速
8.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $143.8M | $179.7M |
| 净利润 | $34.9M | $-52.9M |
| 毛利率 | — | 38.0% |
| 营业利润率 | 28.0% | -28.4% |
| 净利率 | 24.3% | -29.5% |
| 营收同比 | 2.9% | 35.7% |
| 净利润同比 | -23.9% | -1.1% |
| 每股收益（稀释后） | $0.67 | $-0.09 |
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CNSRKLB
| Q4 25 | $143.8M | $179.7M | ||
| Q3 25 | $141.7M | $155.1M | ||
| Q2 25 | $136.1M | $144.5M | ||
| Q1 25 | $134.5M | $122.6M | ||
| Q4 24 | $139.8M | $132.4M | ||
| Q3 24 | $133.2M | $104.8M | ||
| Q2 24 | $121.7M | $106.3M | ||
| Q1 24 | $122.7M | $92.8M |
净利润CNSRKLB
| Q4 25 | $34.9M | $-52.9M | ||
| Q3 25 | $41.7M | $-18.3M | ||
| Q2 25 | $36.8M | $-66.4M | ||
| Q1 25 | $39.8M | $-60.6M | ||
| Q4 24 | $45.8M | $-52.3M | ||
| Q3 24 | $39.7M | $-51.9M | ||
| Q2 24 | $31.8M | $-41.6M | ||
| Q1 24 | $34.0M | $-44.3M |
毛利率CNSRKLB
| Q4 25 | — | 38.0% | ||
| Q3 25 | — | 37.0% | ||
| Q2 25 | — | 32.1% | ||
| Q1 25 | — | 28.8% | ||
| Q4 24 | — | 27.8% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | — | 25.6% | ||
| Q1 24 | — | 26.1% |
营业利润率CNSRKLB
| Q4 25 | 28.0% | -28.4% | ||
| Q3 25 | 34.5% | -38.0% | ||
| Q2 25 | 31.8% | -41.3% | ||
| Q1 25 | 33.6% | -48.3% | ||
| Q4 24 | 35.3% | -38.9% | ||
| Q3 24 | 33.7% | -49.5% | ||
| Q2 24 | 31.5% | -40.7% | ||
| Q1 24 | 32.8% | -46.4% |
净利率CNSRKLB
| Q4 25 | 24.3% | -29.5% | ||
| Q3 25 | 29.4% | -11.8% | ||
| Q2 25 | 27.1% | -46.0% | ||
| Q1 25 | 29.6% | -49.5% | ||
| Q4 24 | 32.8% | -39.5% | ||
| Q3 24 | 29.8% | -49.6% | ||
| Q2 24 | 26.1% | -39.2% | ||
| Q1 24 | 27.7% | -47.7% |
每股收益（稀释后）CNSRKLB
| Q4 25 | $0.67 | $-0.09 | ||
| Q3 25 | $0.81 | $-0.03 | ||
| Q2 25 | $0.72 | $-0.13 | ||
| Q1 25 | $0.77 | $-0.12 | ||
| Q4 24 | $0.89 | $-0.11 | ||
| Q3 24 | $0.77 | $-0.10 | ||
| Q2 24 | $0.63 | $-0.08 | ||
| Q1 24 | $0.68 | $-0.09 |
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 | $145.5M | $1.0B |
| 总债务越低越好 | — | $152.4M |
| 股东权益账面价值 | $562.0M | $1.7B |
| 总资产 | $876.7M | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资CNSRKLB
| Q4 25 | $145.5M | $1.0B | ||
| Q3 25 | $98.1M | $976.7M | ||
| Q2 25 | $95.4M | $688.1M | ||
| Q1 25 | $65.2M | $428.4M | ||
| Q4 24 | $183.0M | $419.0M | ||
| Q3 24 | $106.5M | $442.4M | ||
| Q2 24 | $122.0M | $496.8M | ||
| Q1 24 | $99.5M | $492.5M |
总债务CNSRKLB
| Q4 25 | — | $152.4M | ||
| Q3 25 | — | $347.0M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $345.9M | ||
| Q4 24 | — | $345.4M | ||
| Q3 24 | — | $61.2M | ||
| Q2 24 | — | $64.2M | ||
| Q1 24 | — | $66.8M |
股东权益CNSRKLB
| Q4 25 | $562.0M | $1.7B | ||
| Q3 25 | $550.3M | $1.3B | ||
| Q2 25 | $528.5M | $688.5M | ||
| Q1 25 | $507.7M | $431.3M | ||
| Q4 24 | $511.7M | $382.5M | ||
| Q3 24 | $491.0M | $419.8M | ||
| Q2 24 | $463.2M | $455.2M | ||
| Q1 24 | $378.9M | $478.9M |
总资产CNSRKLB
| Q4 25 | $876.7M | $2.3B | ||
| Q3 25 | $801.6M | $2.2B | ||
| Q2 25 | $751.0M | $1.6B | ||
| Q1 25 | $834.9M | $1.3B | ||
| Q4 24 | $812.4M | $1.2B | ||
| Q3 24 | $727.8M | $1.2B | ||
| Q2 24 | $784.1M | $1.2B | ||
| Q1 24 | $680.7M | $1.2B |
负债/权益比CNSRKLB
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.14× |
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 | $-120.4M | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | $-126.4M | $-114.2M |
| 自由现金流率自由现金流/营收 | -87.9% | -63.6% |
| 资本支出强度资本支出/营收 | 4.2% | 27.6% |
| 现金转化率经营现金流/净利润 | -3.45× | — |
| 过去12个月自由现金流最近4个季度 | $-253.6M | $-321.8M |
8季度趋势，按日历期对齐
经营现金流CNSRKLB
| Q4 25 | $-120.4M | $-64.5M | ||
| Q3 25 | $55.1M | $-23.5M | ||
| Q2 25 | $-67.6M | $-23.2M | ||
| Q1 25 | $-108.9M | $-54.2M | ||
| Q4 24 | $96.7M | $-2.4M | ||
| Q3 24 | $25.6M | $-30.9M | ||
| Q2 24 | $31.4M | $-13.0M | ||
| Q1 24 | $4.9M | $-2.6M |
自由现金流CNSRKLB
| Q4 25 | $-126.4M | $-114.2M | ||
| Q3 25 | $52.6M | $-69.4M | ||
| Q2 25 | $-69.8M | $-55.3M | ||
| Q1 25 | $-110.0M | $-82.9M | ||
| Q4 24 | $85.0M | $-23.9M | ||
| Q3 24 | $24.2M | $-41.9M | ||
| Q2 24 | $27.1M | $-28.3M | ||
| Q1 24 | $537.0K | $-21.8M |
自由现金流率CNSRKLB
| Q4 25 | -87.9% | -63.6% | ||
| Q3 25 | 37.1% | -44.8% | ||
| Q2 25 | -51.3% | -38.3% | ||
| Q1 25 | -81.8% | -67.6% | ||
| Q4 24 | 60.8% | -18.1% | ||
| Q3 24 | 18.2% | -40.0% | ||
| Q2 24 | 22.3% | -26.7% | ||
| Q1 24 | 0.4% | -23.5% |
资本支出强度CNSRKLB
| Q4 25 | 4.2% | 27.6% | ||
| Q3 25 | 1.8% | 29.6% | ||
| Q2 25 | 1.6% | 22.2% | ||
| Q1 25 | 0.8% | 23.4% | ||
| Q4 24 | 8.3% | 16.3% | ||
| Q3 24 | 1.1% | 10.5% | ||
| Q2 24 | 3.5% | 14.4% | ||
| Q1 24 | 3.5% | 20.7% |
现金转化率CNSRKLB
| Q4 25 | -3.45× | — | ||
| Q3 25 | 1.32× | — | ||
| Q2 25 | -1.84× | — | ||
| Q1 25 | -2.74× | — | ||
| Q4 24 | 2.11× | — | ||
| Q3 24 | 0.65× | — | ||
| Q2 24 | 0.99× | — | ||
| Q1 24 | 0.14× | — |
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
CNS
暂无分部数据
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |
