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Centuri Holdings, Inc.(CTRI)与PIPER SANDLER COMPANIES(PIPR)财务数据对比。点击上方公司名可切换其他公司
Centuri Holdings, Inc.的季度营收约是PIPER SANDLER COMPANIES的1.3倍($858.6M vs $667.0M),PIPER SANDLER COMPANIES净利率更高(17.1% vs 3.5%,领先13.5%),PIPER SANDLER COMPANIES同比增速更快(37.4% vs 19.7%),过去两年PIPER SANDLER COMPANIES的营收复合增速更高(39.2% vs 27.5%)
Centuri Holdings前身为Allied Leisure,是美国街机游戏制造商,总部位于佛罗里达州海厄利亚。20世纪80年代初,它是美国排名前六的投币式街机视频游戏设备供应商之一。1980年,原Taito美国总裁埃德·米勒与合伙人比尔·奥利吉斯收购Allied Leisure后,将其更名为Centuri。
Piper Sandler是一家美国跨国投资银行及金融服务提供商,核心业务覆盖并购重组、财务重整、公开募股、公共财政、机构经纪、投资管理、证券研究等领域,通过旗下核心子公司Piper Sandler & Co.为企业、机构投资者及公共组织提供专业金融服务。
CTRI vs PIPR — 直观对比
营收规模更大
CTRI
是对方的1.3倍
$667.0M
营收增速更快
PIPR
高出17.7%
19.7%
净利率更高
PIPR
高出13.5%
3.5%
两年增速更快
PIPR
近两年复合增速
27.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $858.6M | $667.0M |
| 净利润 | $30.4M | $114.0M |
| 毛利率 | 9.4% | — |
| 营业利润率 | 4.3% | 28.3% |
| 净利率 | 3.5% | 17.1% |
| 营收同比 | 19.7% | 37.4% |
| 净利润同比 | 194.1% | 65.0% |
| 每股收益(稀释后) | $0.34 | $6.41 |
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
CTRI
PIPR
| Q4 25 | $858.6M | $667.0M | ||
| Q3 25 | $850.0M | $480.1M | ||
| Q2 25 | $724.1M | $398.6M | ||
| Q1 25 | $550.1M | $358.6M | ||
| Q4 24 | $717.1M | $485.4M | ||
| Q3 24 | $720.1M | $360.9M | ||
| Q2 24 | $672.1M | $340.8M | ||
| Q1 24 | $528.0M | $344.4M |
净利润
CTRI
PIPR
| Q4 25 | $30.4M | $114.0M | ||
| Q3 25 | $2.1M | $60.3M | ||
| Q2 25 | $8.1M | $42.2M | ||
| Q1 25 | $-17.9M | $64.9M | ||
| Q4 24 | $10.3M | $69.1M | ||
| Q3 24 | $-3.7M | $34.8M | ||
| Q2 24 | $11.7M | $34.8M | ||
| Q1 24 | $-25.1M | $42.5M |
毛利率
CTRI
PIPR
| Q4 25 | 9.4% | — | ||
| Q3 25 | 9.2% | — | ||
| Q2 25 | 9.4% | — | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | 9.9% | — | ||
| Q3 24 | 10.5% | — | ||
| Q2 24 | 9.0% | — | ||
| Q1 24 | 2.5% | — |
营业利润率
CTRI
PIPR
| Q4 25 | 4.3% | 28.3% | ||
| Q3 25 | 4.3% | 22.4% | ||
| Q2 25 | 4.4% | 12.3% | ||
| Q1 25 | -2.3% | 8.2% | ||
| Q4 24 | 4.7% | 16.9% | ||
| Q3 24 | 5.8% | 15.4% | ||
| Q2 24 | 4.9% | 8.3% | ||
| Q1 24 | -4.2% | 15.2% |
净利率
CTRI
PIPR
| Q4 25 | 3.5% | 17.1% | ||
| Q3 25 | 0.2% | 12.6% | ||
| Q2 25 | 1.1% | 10.6% | ||
| Q1 25 | -3.3% | 18.1% | ||
| Q4 24 | 1.4% | 14.2% | ||
| Q3 24 | -0.5% | 9.6% | ||
| Q2 24 | 1.7% | 10.2% | ||
| Q1 24 | -4.7% | 12.3% |
每股收益(稀释后)
CTRI
PIPR
| Q4 25 | $0.34 | $6.41 | ||
| Q3 25 | $0.02 | $3.38 | ||
| Q2 25 | $0.09 | $2.38 | ||
| Q1 25 | $-0.20 | $3.65 | ||
| Q4 24 | $0.17 | $3.88 | ||
| Q3 24 | $-0.04 | $1.96 | ||
| Q2 24 | $0.14 | $1.97 | ||
| Q1 24 | $-0.35 | $2.43 |
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 | $126.6M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $873.0M | $1.4B |
| 总资产 | $2.4B | $2.6B |
| 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
CTRI
PIPR
| Q4 25 | $126.6M | — | ||
| Q3 25 | $16.1M | — | ||
| Q2 25 | $28.3M | — | ||
| Q1 25 | $15.3M | — | ||
| Q4 24 | $49.0M | — | ||
| Q3 24 | $52.5M | — | ||
| Q2 24 | $30.9M | — | ||
| Q1 24 | $18.4M | — |
股东权益
CTRI
PIPR
| Q4 25 | $873.0M | $1.4B | ||
| Q3 25 | $585.2M | $1.3B | ||
| Q2 25 | $567.1M | $1.2B | ||
| Q1 25 | $536.5M | $1.2B | ||
| Q4 24 | $555.6M | $1.2B | ||
| Q3 24 | $527.3M | $1.2B | ||
| Q2 24 | $530.4M | $1.1B | ||
| Q1 24 | $197.8M | $1.1B |
总资产
CTRI
PIPR
| Q4 25 | $2.4B | $2.6B | ||
| Q3 25 | $2.2B | $2.2B | ||
| Q2 25 | $2.1B | $2.0B | ||
| Q1 25 | $2.0B | $1.8B | ||
| Q4 24 | $2.1B | $2.3B | ||
| Q3 24 | $2.1B | $2.0B | ||
| Q2 24 | $2.2B | $1.9B | ||
| Q1 24 | $2.1B | $1.8B |
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 | $83.9M | $729.8M |
| 自由现金流经营现金流 - 资本支出 | $66.3M | — |
| 自由现金流率自由现金流/营收 | 7.7% | — |
| 资本支出强度资本支出/营收 | 2.0% | — |
| 现金转化率经营现金流/净利润 | 2.76× | 6.40× |
| 过去12个月自由现金流最近4个季度 | $-8.2M | — |
8季度趋势,按日历期对齐
经营现金流
CTRI
PIPR
| Q4 25 | $83.9M | $729.8M | ||
| Q3 25 | $5.2M | $31.9M | ||
| Q2 25 | $-27.7M | $32.1M | ||
| Q1 25 | $16.7M | $-207.2M | ||
| Q4 24 | $61.0M | $163.8M | ||
| Q3 24 | $180.2M | $80.1M | ||
| Q2 24 | $-56.6M | $266.5M | ||
| Q1 24 | $-26.5M | $-197.2M |
自由现金流
CTRI
PIPR
| Q4 25 | $66.3M | — | ||
| Q3 25 | $-18.4M | — | ||
| Q2 25 | $-48.5M | — | ||
| Q1 25 | $-7.7M | — | ||
| Q4 24 | $27.8M | — | ||
| Q3 24 | $160.7M | — | ||
| Q2 24 | $-76.9M | — | ||
| Q1 24 | $-52.7M | — |
自由现金流率
CTRI
PIPR
| Q4 25 | 7.7% | — | ||
| Q3 25 | -2.2% | — | ||
| Q2 25 | -6.7% | — | ||
| Q1 25 | -1.4% | — | ||
| Q4 24 | 3.9% | — | ||
| Q3 24 | 22.3% | — | ||
| Q2 24 | -11.4% | — | ||
| Q1 24 | -10.0% | — |
资本支出强度
CTRI
PIPR
| Q4 25 | 2.0% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 2.9% | — | ||
| Q1 25 | 4.4% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 3.0% | — | ||
| Q1 24 | 5.0% | — |
现金转化率
CTRI
PIPR
| Q4 25 | 2.76× | 6.40× | ||
| Q3 25 | 2.48× | 0.53× | ||
| Q2 25 | -3.43× | 0.76× | ||
| Q1 25 | — | -3.19× | ||
| Q4 24 | 5.90× | 2.37× | ||
| Q3 24 | — | 2.30× | ||
| Q2 24 | -4.84× | 7.66× | ||
| Q1 24 | — | -4.64× |
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
CTRI
| Master Services Agreement | $660.7M | 77% |
| Non Union Electric Segment | $163.4M | 19% |
| Related Party | $25.6M | 3% |
PIPR
| Advisory Services | $402.6M | 60% |
| Equities Financing | $66.7M | 10% |
| Equity Salesand Trading | $64.2M | 10% |
| Fixed Income Salesand Trading | $47.9M | 7% |
| Other | $46.7M | 7% |
| Debt Financing | $38.9M | 6% |