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Centuri Holdings, Inc.（CTRI）与STIFEL FINANCIAL CORP（SF）财务数据对比。点击上方公司名可切换其他公司
STIFEL FINANCIAL CORP的季度营收约是Centuri Holdings, Inc.的1.9倍（$1.7B vs $858.6M），STIFEL FINANCIAL CORP净利率更高（15.1% vs 3.5%，领先11.6%），Centuri Holdings, Inc.同比增速更快（19.7% vs 17.7%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（44.4% 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。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
CTRI vs SF — 直观对比
营收规模更大
SF
是对方的1.9倍
$858.6M
营收增速更快
CTRI
高出2.0%
17.7%
净利率更高
SF
高出11.6%
3.5%
两年增速更快
SF
近两年复合增速
27.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $858.6M | $1.7B |
| 净利润 | $30.4M | $251.4M |
| 毛利率 | 9.4% | — |
| 营业利润率 | 4.3% | 30.8% |
| 净利率 | 3.5% | 15.1% |
| 营收同比 | 19.7% | 17.7% |
| 净利润同比 | 194.1% | 374.4% |
| 每股收益（稀释后） | $0.34 | $1.48 |
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CTRISF
| Q1 26 | — | $1.7B | ||
| Q4 25 | $858.6M | $1.1B | ||
| Q3 25 | $850.0M | $962.6M | ||
| Q2 25 | $724.1M | $838.9M | ||
| Q1 25 | $550.1M | $842.5M | ||
| Q4 24 | $717.1M | $916.0M | ||
| Q3 24 | $720.1M | $810.9M | ||
| Q2 24 | $672.1M | $798.9M |
净利润CTRISF
| Q1 26 | — | $251.4M | ||
| Q4 25 | $30.4M | $264.4M | ||
| Q3 25 | $2.1M | $211.4M | ||
| Q2 25 | $8.1M | $155.1M | ||
| Q1 25 | $-17.9M | $53.0M | ||
| Q4 24 | $10.3M | $244.0M | ||
| Q3 24 | $-3.7M | $158.5M | ||
| Q2 24 | $11.7M | $165.3M |
毛利率CTRISF
| Q1 26 | — | — | ||
| 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% | — |
营业利润率CTRISF
| Q1 26 | — | 30.8% | ||
| Q4 25 | 4.3% | 27.3% | ||
| Q3 25 | 4.3% | 29.7% | ||
| Q2 25 | 4.4% | 25.5% | ||
| Q1 25 | -2.3% | 7.5% | ||
| Q4 24 | 4.7% | 29.1% | ||
| Q3 24 | 5.8% | 26.7% | ||
| Q2 24 | 4.9% | 28.4% |
净利率CTRISF
| Q1 26 | — | 15.1% | ||
| Q4 25 | 3.5% | 23.5% | ||
| Q3 25 | 0.2% | 22.0% | ||
| Q2 25 | 1.1% | 18.5% | ||
| Q1 25 | -3.3% | 6.3% | ||
| Q4 24 | 1.4% | 26.6% | ||
| Q3 24 | -0.5% | 19.5% | ||
| Q2 24 | 1.7% | 20.7% |
每股收益（稀释后）CTRISF
| Q1 26 | — | $1.48 | ||
| Q4 25 | $0.34 | $2.30 | ||
| Q3 25 | $0.02 | $1.84 | ||
| Q2 25 | $0.09 | $1.34 | ||
| Q1 25 | $-0.20 | $0.39 | ||
| Q4 24 | $0.17 | $2.10 | ||
| Q3 24 | $-0.04 | $1.34 | ||
| Q2 24 | $0.14 | $1.41 |
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 | $332.3M |
| 总资产 | $2.4B | $42.9B |
| 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CTRISF
| Q1 26 | — | — | ||
| Q4 25 | $126.6M | $2.3B | ||
| Q3 25 | $16.1M | $3.2B | ||
| Q2 25 | $28.3M | $1.9B | ||
| Q1 25 | $15.3M | $2.7B | ||
| Q4 24 | $49.0M | $2.6B | ||
| Q3 24 | $52.5M | $1.9B | ||
| Q2 24 | $30.9M | $2.6B |
总债务CTRISF
| Q1 26 | — | — | ||
| Q4 25 | — | $617.4M | ||
| Q3 25 | — | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | — | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | — | $1.1B |
股东权益CTRISF
| Q1 26 | — | $332.3M | ||
| Q4 25 | $873.0M | $6.0B | ||
| Q3 25 | $585.2M | $5.8B | ||
| Q2 25 | $567.1M | $5.6B | ||
| Q1 25 | $536.5M | $5.5B | ||
| Q4 24 | $555.6M | $5.7B | ||
| Q3 24 | $527.3M | $5.6B | ||
| Q2 24 | $530.4M | $5.4B |
总资产CTRISF
| Q1 26 | — | $42.9B | ||
| Q4 25 | $2.4B | $41.3B | ||
| Q3 25 | $2.2B | $41.7B | ||
| Q2 25 | $2.1B | $39.9B | ||
| Q1 25 | $2.0B | $40.4B | ||
| Q4 24 | $2.1B | $39.9B | ||
| Q3 24 | $2.1B | $38.9B | ||
| Q2 24 | $2.2B | $37.8B |
负债/权益比CTRISF
| Q1 26 | — | — | ||
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.21× |
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 | — |
| 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× | — |
| 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CTRISF
| Q1 26 | — | — | ||
| Q4 25 | $83.9M | $382.4M | ||
| Q3 25 | $5.2M | $338.3M | ||
| Q2 25 | $-27.7M | $607.5M | ||
| Q1 25 | $16.7M | $-211.2M | ||
| Q4 24 | $61.0M | $694.6M | ||
| Q3 24 | $180.2M | $198.3M | ||
| Q2 24 | $-56.6M | $207.2M |
自由现金流CTRISF
| Q1 26 | — | — | ||
| Q4 25 | $66.3M | $369.0M | ||
| Q3 25 | $-18.4M | $321.1M | ||
| Q2 25 | $-48.5M | $592.7M | ||
| Q1 25 | $-7.7M | $-227.8M | ||
| Q4 24 | $27.8M | $677.2M | ||
| Q3 24 | $160.7M | $185.6M | ||
| Q2 24 | $-76.9M | $173.3M |
自由现金流率CTRISF
| Q1 26 | — | — | ||
| Q4 25 | 7.7% | 32.7% | ||
| Q3 25 | -2.2% | 33.4% | ||
| Q2 25 | -6.7% | 70.6% | ||
| Q1 25 | -1.4% | -27.0% | ||
| Q4 24 | 3.9% | 73.9% | ||
| Q3 24 | 22.3% | 22.9% | ||
| Q2 24 | -11.4% | 21.7% |
资本支出强度CTRISF
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 1.2% | ||
| Q3 25 | 2.8% | 1.8% | ||
| Q2 25 | 2.9% | 1.8% | ||
| Q1 25 | 4.4% | 2.0% | ||
| Q4 24 | 4.6% | 1.9% | ||
| Q3 24 | 2.7% | 1.6% | ||
| Q2 24 | 3.0% | 4.2% |
现金转化率CTRISF
| Q1 26 | — | — | ||
| Q4 25 | 2.76× | 1.45× | ||
| Q3 25 | 2.48× | 1.60× | ||
| Q2 25 | -3.43× | 3.92× | ||
| Q1 25 | — | -3.99× | ||
| Q4 24 | 5.90× | 2.85× | ||
| Q3 24 | — | 1.25× | ||
| Q2 24 | -4.84× | 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
CTRI
| Master Services Agreement | $660.7M | 77% |
| Non Union Electric Segment | $163.4M | 19% |
| Related Party | $25.6M | 3% |
SF
| Other | $506.7M | 30% |
| Asset management | $459.5M | 28% |
| Investment banking | $341.4M | 20% |
| Commissions | $207.8M | 12% |
| Principal transactions | $150.2M | 9% |
