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COUSINS PROPERTIES INC(CUZ)与BOSTON BEER CO INC(SAM)财务数据对比。点击上方公司名可切换其他公司
BOSTON BEER CO INC的季度营收约是COUSINS PROPERTIES INC的1.8倍($461.6M vs $255.0M),COUSINS PROPERTIES INC同比增速更快(13.2% vs -4.1%),过去两年COUSINS PROPERTIES INC的营收复合增速更高(10.4% vs -10.7%)
Cousins Properties是一家公开上市的房地产投资信托(REIT),专注于亚特兰大、夏洛特、奥斯汀、菲尼克斯、坦帕及北卡罗来纳州教堂山的写字楼资产投资。公司曾开发多个知名地标项目,包括亚特兰大的CNN中心、奥姆尼体育馆、桃树中心191号大厦以及埃默里角商业综合体。
波士顿啤酒公司是美国知名酿酒企业,1984年由吉姆·科赫与朗达·卡尔曼联合创立。旗下首款产品以美国开国元勋、独立运动先驱塞缪尔·亚当斯命名,后续陆续推出多个自有品牌,2019年正式完成与角鲨头酿酒厂的合并,是北美精酿啤酒行业的核心参与者之一。
CUZ vs SAM — 直观对比
营收规模更大
SAM
是对方的1.8倍
$255.0M
营收增速更快
CUZ
高出17.3%
-4.1%
两年增速更快
CUZ
近两年复合增速
-10.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $255.0M | $461.6M |
| 净利润 | $-3.5M | — |
| 毛利率 | 67.4% | 46.4% |
| 营业利润率 | 67.5% | 12.4% |
| 净利率 | -1.4% | — |
| 营收同比 | 13.2% | -4.1% |
| 净利润同比 | -125.4% | — |
| 每股收益(稀释后) | $-0.02 | $2.16 |
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
CUZ
SAM
| Q1 26 | — | $461.6M | ||
| Q4 25 | $255.0M | $385.7M | ||
| Q3 25 | $248.3M | $537.5M | ||
| Q2 25 | $240.1M | $587.9M | ||
| Q1 25 | $250.3M | $453.9M | ||
| Q4 24 | $225.3M | $402.3M | ||
| Q3 24 | $209.2M | $605.5M | ||
| Q2 24 | $213.0M | $579.1M |
净利润
CUZ
SAM
| Q1 26 | — | — | ||
| Q4 25 | $-3.5M | $-22.5M | ||
| Q3 25 | $8.6M | $46.2M | ||
| Q2 25 | $14.5M | $60.4M | ||
| Q1 25 | $20.9M | $24.4M | ||
| Q4 24 | $13.6M | $-38.8M | ||
| Q3 24 | $11.2M | $33.5M | ||
| Q2 24 | $7.8M | $52.3M |
毛利率
CUZ
SAM
| Q1 26 | — | 46.4% | ||
| Q4 25 | 67.4% | 43.5% | ||
| Q3 25 | 67.8% | 50.8% | ||
| Q2 25 | 69.1% | 49.8% | ||
| Q1 25 | 69.2% | 48.3% | ||
| Q4 24 | 67.6% | 39.9% | ||
| Q3 24 | 68.5% | 46.3% | ||
| Q2 24 | 66.8% | 46.0% |
营业利润率
CUZ
SAM
| Q1 26 | — | 12.4% | ||
| Q4 25 | 67.5% | -8.6% | ||
| Q3 25 | 68.1% | 11.5% | ||
| Q2 25 | 69.4% | 14.0% | ||
| Q1 25 | 66.0% | 7.4% | ||
| Q4 24 | 65.8% | -13.9% | ||
| Q3 24 | 67.9% | 7.6% | ||
| Q2 24 | 66.4% | 12.2% |
净利率
CUZ
SAM
| Q1 26 | — | — | ||
| Q4 25 | -1.4% | -5.8% | ||
| Q3 25 | 3.5% | 8.6% | ||
| Q2 25 | 6.0% | 10.3% | ||
| Q1 25 | 8.3% | 5.4% | ||
| Q4 24 | 6.1% | -9.6% | ||
| Q3 24 | 5.4% | 5.5% | ||
| Q2 24 | 3.7% | 9.0% |
每股收益(稀释后)
CUZ
SAM
| Q1 26 | — | $2.16 | ||
| Q4 25 | $-0.02 | $-1.97 | ||
| Q3 25 | $0.05 | $4.25 | ||
| Q2 25 | $0.09 | $5.45 | ||
| Q1 25 | $0.12 | $2.16 | ||
| Q4 24 | $0.09 | $-3.23 | ||
| Q3 24 | $0.07 | $2.86 | ||
| Q2 24 | $0.05 | $4.39 |
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 | $5.7M | $164.1M |
| 总债务越低越好 | $3.3B | — |
| 股东权益账面价值 | $4.7B | $682.6M |
| 总资产 | $8.9B | $1.2B |
| 负债/权益比越低杠杆越低 | 0.71× | — |
8季度趋势,按日历期对齐
现金及短期投资
CUZ
SAM
| Q1 26 | — | $164.1M | ||
| Q4 25 | $5.7M | $223.4M | ||
| Q3 25 | $4.7M | $250.5M | ||
| Q2 25 | $416.8M | $212.4M | ||
| Q1 25 | $5.3M | $152.5M | ||
| Q4 24 | $7.3M | $211.8M | ||
| Q3 24 | $76.1M | $255.6M | ||
| Q2 24 | $6.0M | $219.3M |
总债务
CUZ
SAM
| Q1 26 | — | — | ||
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.5B | — | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $2.7B | — | ||
| Q2 24 | $2.6B | — |
股东权益
CUZ
SAM
| Q1 26 | — | $682.6M | ||
| Q4 25 | $4.7B | $846.3M | ||
| Q3 25 | $4.7B | $911.0M | ||
| Q2 25 | $4.8B | $912.3M | ||
| Q1 25 | $4.8B | $897.0M | ||
| Q4 24 | $4.8B | $916.2M | ||
| Q3 24 | $4.4B | $1.0B | ||
| Q2 24 | $4.5B | $1.0B |
总资产
CUZ
SAM
| Q1 26 | — | $1.2B | ||
| Q4 25 | $8.9B | $1.2B | ||
| Q3 25 | $8.9B | $1.2B | ||
| Q2 25 | $9.1B | $1.3B | ||
| Q1 25 | $8.7B | $1.2B | ||
| Q4 24 | $8.8B | $1.3B | ||
| Q3 24 | $7.8B | $1.4B | ||
| Q2 24 | $7.7B | $1.4B |
负债/权益比
CUZ
SAM
| Q1 26 | — | — | ||
| Q4 25 | 0.71× | — | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.63× | — | ||
| Q4 24 | 0.64× | — | ||
| Q3 24 | 0.60× | — | ||
| Q2 24 | 0.58× | — |
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 | $402.3M | — |
| 自由现金流经营现金流 - 资本支出 | $135.0M | — |
| 自由现金流率自由现金流/营收 | 53.0% | — |
| 资本支出强度资本支出/营收 | 104.8% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
CUZ
SAM
| Q1 26 | — | — | ||
| Q4 25 | $402.3M | $39.9M | ||
| Q3 25 | $120.5M | $101.8M | ||
| Q2 25 | $122.6M | $126.5M | ||
| Q1 25 | $44.8M | $1.9M | ||
| Q4 24 | $400.2M | $41.9M | ||
| Q3 24 | $117.4M | $115.9M | ||
| Q2 24 | $125.5M | $96.0M |
自由现金流
CUZ
SAM
| Q1 26 | — | — | ||
| Q4 25 | $135.0M | $22.1M | ||
| Q3 25 | — | $89.2M | ||
| Q2 25 | — | $112.2M | ||
| Q1 25 | — | $-8.0M | ||
| Q4 24 | $147.5M | $18.4M | ||
| Q3 24 | — | $99.2M | ||
| Q2 24 | — | $75.6M |
自由现金流率
CUZ
SAM
| Q1 26 | — | — | ||
| Q4 25 | 53.0% | 5.7% | ||
| Q3 25 | — | 16.6% | ||
| Q2 25 | — | 19.1% | ||
| Q1 25 | — | -1.8% | ||
| Q4 24 | 65.5% | 4.6% | ||
| Q3 24 | — | 16.4% | ||
| Q2 24 | — | 13.1% |
资本支出强度
CUZ
SAM
| Q1 26 | — | — | ||
| Q4 25 | 104.8% | 4.6% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | 112.2% | 5.8% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | 3.5% |
现金转化率
CUZ
SAM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.03× | 2.21× | ||
| Q2 25 | 8.46× | 2.09× | ||
| Q1 25 | 2.14× | 0.08× | ||
| Q4 24 | 29.35× | — | ||
| Q3 24 | 10.48× | 3.46× | ||
| Q2 24 | 16.01× | 1.83× |
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
CUZ
| Rental Properties | $253.3M | 99% |
| Fee And Other Revenue | $1.7M | 1% |
| Other | $1.2M | 0% |
SAM
暂无分部数据