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Crane NXT, Co.（CXT）与Ubiquiti Inc.（UI）财务数据对比。点击上方公司名可切换其他公司
Ubiquiti Inc.的季度营收约是Crane NXT, Co.的1.7倍（$814.9M vs $476.9M），Ubiquiti Inc.净利率更高（28.7% vs 10.0%，领先18.7%），Ubiquiti Inc.同比增速更快（35.8% vs 19.5%），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% vs 23.3%）
Crane NXT是一家总部位于美国康涅狄格州斯坦福德的工业产品企业，由理查德·特勒·克莱恩于1855年创立。曾是美国头部卫浴配件制造商，1990年出售卫浴业务后，自1960年起逐步转型为多元化控股集团，目前核心业务涵盖航空航天与电子、工程材料、流体处理、控制设备四大板块，服务化工等多个行业领域。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
CXT vs UI — 直观对比
营收规模更大
UI
是对方的1.7倍
$476.9M
营收增速更快
UI
高出16.3%
19.5%
净利率更高
UI
高出18.7%
10.0%
两年增速更快
UI
近两年复合增速
23.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $476.9M | $814.9M |
| 净利润 | $47.5M | $233.6M |
| 毛利率 | 42.4% | 45.9% |
| 营业利润率 | 16.7% | 35.9% |
| 净利率 | 10.0% | 28.7% |
| 营收同比 | 19.5% | 35.8% |
| 净利润同比 | — | 70.8% |
| 每股收益（稀释后） | $0.82 | $3.86 |
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CXTUI
| Q4 25 | $476.9M | $814.9M | ||
| Q3 25 | $445.1M | $733.8M | ||
| Q2 25 | $404.4M | $759.2M | ||
| Q1 25 | $330.3M | $664.2M | ||
| Q4 24 | $399.1M | $599.9M | ||
| Q3 24 | $403.5M | $550.3M | ||
| Q2 24 | $370.6M | $507.5M | ||
| Q1 24 | $313.6M | $493.0M |
净利润CXTUI
| Q4 25 | $47.5M | $233.6M | ||
| Q3 25 | $50.5M | $207.9M | ||
| Q2 25 | $24.9M | $266.7M | ||
| Q1 25 | $21.7M | $180.4M | ||
| Q4 24 | — | $136.8M | ||
| Q3 24 | $47.1M | $128.0M | ||
| Q2 24 | $41.6M | $103.8M | ||
| Q1 24 | $37.8M | $76.3M |
毛利率CXTUI
| Q4 25 | 42.4% | 45.9% | ||
| Q3 25 | 43.3% | 46.0% | ||
| Q2 25 | 41.7% | 45.1% | ||
| Q1 25 | 42.4% | 44.5% | ||
| Q4 24 | 45.2% | 41.2% | ||
| Q3 24 | 42.5% | 42.1% | ||
| Q2 24 | 43.4% | 40.2% | ||
| Q1 24 | 48.6% | 35.3% |
营业利润率CXTUI
| Q4 25 | 16.7% | 35.9% | ||
| Q3 25 | 18.4% | 35.7% | ||
| Q2 25 | 11.8% | 34.4% | ||
| Q1 25 | 11.3% | 34.2% | ||
| Q4 24 | 17.7% | 29.8% | ||
| Q3 24 | 18.6% | 30.7% | ||
| Q2 24 | 18.2% | 27.3% | ||
| Q1 24 | 17.7% | 22.6% |
净利率CXTUI
| Q4 25 | 10.0% | 28.7% | ||
| Q3 25 | 11.3% | 28.3% | ||
| Q2 25 | 6.2% | 35.1% | ||
| Q1 25 | 6.6% | 27.2% | ||
| Q4 24 | — | 22.8% | ||
| Q3 24 | 11.7% | 23.3% | ||
| Q2 24 | 11.2% | 20.5% | ||
| Q1 24 | 12.1% | 15.5% |
每股收益（稀释后）CXTUI
| Q4 25 | $0.82 | $3.86 | ||
| Q3 25 | $0.87 | $3.43 | ||
| Q2 25 | $0.43 | $4.40 | ||
| Q1 25 | $0.38 | $2.98 | ||
| Q4 24 | $1.00 | $2.26 | ||
| Q3 24 | $0.81 | $2.12 | ||
| Q2 24 | $0.72 | $1.72 | ||
| Q1 24 | $0.66 | $1.26 |
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 | $233.8M | $302.8M |
| 总债务越低越好 | $1.0B | $47.5M |
| 股东权益账面价值 | $1.3B | $1.0B |
| 总资产 | $3.1B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.80× | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资CXTUI
| Q4 25 | $233.8M | $302.8M | ||
| Q3 25 | $182.4M | $177.2M | ||
| Q2 25 | $152.5M | $149.7M | ||
| Q1 25 | $173.8M | $151.0M | ||
| Q4 24 | $165.8M | $133.1M | ||
| Q3 24 | $165.1M | $165.2M | ||
| Q2 24 | $175.5M | $126.3M | ||
| Q1 24 | $220.6M | $102.5M |
总债务CXTUI
| Q4 25 | $1.0B | $47.5M | ||
| Q3 25 | $834.3M | $133.8M | ||
| Q2 25 | $861.8M | $250.0M | ||
| Q1 25 | $541.1M | $340.0M | ||
| Q4 24 | $540.6M | $406.3M | ||
| Q3 24 | $638.2M | $552.5M | ||
| Q2 24 | $638.9M | $708.1M | ||
| Q1 24 | $639.6M | $877.5M |
股东权益CXTUI
| Q4 25 | $1.3B | $1.0B | ||
| Q3 25 | $1.2B | $828.4M | ||
| Q2 25 | $1.2B | $668.3M | ||
| Q1 25 | $1.1B | $436.1M | ||
| Q4 24 | $1.1B | $290.4M | ||
| Q3 24 | $1.1B | $188.1M | ||
| Q2 24 | $989.8M | $95.1M | ||
| Q1 24 | $964.1M | $25.9M |
总资产CXTUI
| Q4 25 | $3.1B | $1.6B | ||
| Q3 25 | $2.9B | $1.5B | ||
| Q2 25 | $2.9B | $1.5B | ||
| Q1 25 | $2.4B | $1.3B | ||
| Q4 24 | $2.4B | $1.2B | ||
| Q3 24 | $2.4B | $1.2B | ||
| Q2 24 | $2.4B | $1.2B | ||
| Q1 24 | $2.1B | $1.2B |
负债/权益比CXTUI
| Q4 25 | 0.80× | 0.05× | ||
| Q3 25 | 0.69× | 0.16× | ||
| Q2 25 | 0.73× | 0.37× | ||
| Q1 25 | 0.49× | 0.78× | ||
| Q4 24 | 0.51× | 1.40× | ||
| Q3 24 | 0.60× | 2.94× | ||
| Q2 24 | 0.65× | 7.45× | ||
| Q1 24 | 0.66× | 33.92× |
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 | $105.8M | $263.9M |
| 自由现金流经营现金流 - 资本支出 | — | $260.3M |
| 自由现金流率自由现金流/营收 | — | 31.9% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 2.23× | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $699.5M |
8季度趋势，按日历期对齐
经营现金流CXTUI
| Q4 25 | $105.8M | $263.9M | ||
| Q3 25 | $92.0M | $198.5M | ||
| Q2 25 | $62.8M | $130.4M | ||
| Q1 25 | $-19.1M | $123.6M | ||
| Q4 24 | $81.1M | $152.4M | ||
| Q3 24 | $66.7M | $233.7M | ||
| Q2 24 | $56.8M | $231.4M | ||
| Q1 24 | $9.5M | $163.9M |
自由现金流CXTUI
| Q4 25 | — | $260.3M | ||
| Q3 25 | $78.7M | $193.3M | ||
| Q2 25 | $55.8M | $125.2M | ||
| Q1 25 | $-32.2M | $120.7M | ||
| Q4 24 | — | $150.4M | ||
| Q3 24 | $53.5M | $231.1M | ||
| Q2 24 | $47.9M | $229.5M | ||
| Q1 24 | $-3.0M | $160.6M |
自由现金流率CXTUI
| Q4 25 | — | 31.9% | ||
| Q3 25 | 17.7% | 26.3% | ||
| Q2 25 | 13.8% | 16.5% | ||
| Q1 25 | -9.7% | 18.2% | ||
| Q4 24 | — | 25.1% | ||
| Q3 24 | 13.3% | 42.0% | ||
| Q2 24 | 12.9% | 45.2% | ||
| Q1 24 | -1.0% | 32.6% |
资本支出强度CXTUI
| Q4 25 | — | 0.4% | ||
| Q3 25 | 3.0% | 0.7% | ||
| Q2 25 | 1.7% | 0.7% | ||
| Q1 25 | 4.0% | 0.4% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | 3.3% | 0.5% | ||
| Q2 24 | 2.4% | 0.4% | ||
| Q1 24 | 4.0% | 0.7% |
现金转化率CXTUI
| Q4 25 | 2.23× | 1.13× | ||
| Q3 25 | 1.82× | 0.95× | ||
| Q2 25 | 2.52× | 0.49× | ||
| Q1 25 | -0.88× | 0.68× | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | 1.42× | 1.83× | ||
| Q2 24 | 1.37× | 2.23× | ||
| Q1 24 | 0.25× | 2.15× |
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
CXT
| Other | $260.9M | 55% |
| Products | $181.1M | 38% |
| Services | $34.9M | 7% |
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
