vs
Frontier Communications Parent, Inc.(FYBR)与微博公司(WB)财务数据对比。点击上方公司名可切换其他公司
Frontier Communications Parent, Inc.的季度营收约是微博公司的1.2倍($1.5B vs $1.3B),微博公司净利率更高(35.7% vs -5.0%,领先40.7%),过去两年微博公司的营收复合增速更高(22.6% vs 4.3%)
前沿通信母公司是一家美国电信企业,隶属于威瑞森,拥有光纤通信网络,并提供云相关服务,该公司曾先后更名为公民公用事业公司、公民通信公司和前沿通信公司,是美国本土知名电信运营商之一。
微博公司是中国知名的社交网络企业,旗下运营的新浪微博是国内极具影响力的微博客平台,公司总部位于中国北京,为数以亿计的用户提供社交互动、资讯传播、内容创作等多元互联网服务。
FYBR vs WB — 直观对比
营收规模更大
FYBR
是对方的1.2倍
$1.3B
净利率更高
WB
高出40.7%
-5.0%
两年增速更快
WB
近两年复合增速
4.3%
损益表 — Q3 FY2025 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $1.3B |
| 净利润 | $-76.0M | $458.3M |
| 毛利率 | 64.3% | — |
| 营业利润率 | 7.6% | 29.1% |
| 净利率 | -5.0% | 35.7% |
| 营收同比 | 4.2% | — |
| 净利润同比 | 7.3% | — |
| 每股收益(稀释后) | $-0.30 | — |
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
FYBR
WB
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.5B | $841.7M | ||
| Q1 25 | $1.5B | $396.9M | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.5B | $833.4M | ||
| Q1 24 | $1.4B | $395.5M | ||
| Q4 23 | $1.4B | — |
净利润
FYBR
WB
| Q3 25 | $-76.0M | $458.3M | ||
| Q2 25 | $-123.0M | $234.8M | ||
| Q1 25 | $-64.0M | $108.1M | ||
| Q4 24 | $-118.0M | — | ||
| Q3 24 | $-82.0M | $297.4M | ||
| Q2 24 | $-123.0M | $164.6M | ||
| Q1 24 | $1.0M | $51.1M | ||
| Q4 23 | $17.0M | — |
毛利率
FYBR
WB
| Q3 25 | 64.3% | — | ||
| Q2 25 | 65.0% | — | ||
| Q1 25 | 65.2% | — | ||
| Q4 24 | 64.2% | — | ||
| Q3 24 | 63.4% | — | ||
| Q2 24 | 64.8% | — | ||
| Q1 24 | 63.9% | — | ||
| Q4 23 | 63.8% | — |
营业利润率
FYBR
WB
| Q3 25 | 7.6% | 29.1% | ||
| Q2 25 | 2.9% | 30.4% | ||
| Q1 25 | 5.1% | 27.8% | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 5.8% | 29.0% | ||
| Q2 24 | 6.2% | 28.2% | ||
| Q1 24 | 6.2% | 25.2% | ||
| Q4 23 | 8.5% | — |
净利率
FYBR
WB
| Q3 25 | -5.0% | 35.7% | ||
| Q2 25 | -8.1% | 27.9% | ||
| Q1 25 | -4.3% | 27.2% | ||
| Q4 24 | -7.9% | — | ||
| Q3 24 | -5.6% | 22.9% | ||
| Q2 24 | -8.4% | 19.8% | ||
| Q1 24 | 0.1% | 12.9% | ||
| Q4 23 | 1.2% | — |
每股收益(稀释后)
FYBR
WB
| Q3 25 | $-0.30 | — | ||
| Q2 25 | $-0.49 | — | ||
| Q1 25 | $-0.26 | — | ||
| Q4 24 | $-0.48 | — | ||
| Q3 24 | $-0.33 | — | ||
| Q2 24 | $-0.49 | — | ||
| Q1 24 | $0.00 | — | ||
| Q4 23 | $0.07 | — |
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 | $336.0M | $1.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.7B | $3.9B |
| 总资产 | $21.6B | $6.9B |
| 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
FYBR
WB
| Q3 25 | $336.0M | $1.1B | ||
| Q2 25 | $412.0M | $1.2B | ||
| Q1 25 | $506.0M | $1.2B | ||
| Q4 24 | $750.0M | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.2B | $1.9B | ||
| Q1 24 | $1.5B | $2.1B | ||
| Q4 23 | $2.2B | — |
股东权益
FYBR
WB
| Q3 25 | $4.7B | $3.9B | ||
| Q2 25 | $4.8B | $3.6B | ||
| Q1 25 | $4.9B | $3.5B | ||
| Q4 24 | $4.9B | — | ||
| Q3 24 | $5.1B | — | ||
| Q2 24 | $5.1B | $3.4B | ||
| Q1 24 | $5.3B | $3.3B | ||
| Q4 23 | $5.3B | — |
总资产
FYBR
WB
| Q3 25 | $21.6B | $6.9B | ||
| Q2 25 | $21.3B | $6.5B | ||
| Q1 25 | $20.9B | $6.7B | ||
| Q4 24 | $20.6B | — | ||
| Q3 24 | $20.9B | — | ||
| Q2 24 | $20.2B | $7.1B | ||
| Q1 24 | $20.2B | $7.3B | ||
| Q4 23 | $20.7B | — |
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 | $504.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-315.0M | — |
| 自由现金流率自由现金流/营收 | -20.5% | — |
| 资本支出强度资本支出/营收 | 53.4% | — |
| 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 | $-1.4B | — |
8季度趋势,按日历期对齐
经营现金流
FYBR
WB
| Q3 25 | $504.0M | — | ||
| Q2 25 | $477.0M | — | ||
| Q1 25 | $519.0M | — | ||
| Q4 24 | $294.0M | — | ||
| Q3 24 | $618.0M | — | ||
| Q2 24 | $374.0M | — | ||
| Q1 24 | $335.0M | — | ||
| Q4 23 | $296.0M | — |
自由现金流
FYBR
WB
| Q3 25 | $-315.0M | — | ||
| Q2 25 | $-368.0M | — | ||
| Q1 25 | $-238.0M | — | ||
| Q4 24 | $-498.0M | — | ||
| Q3 24 | $-81.0M | — | ||
| Q2 24 | $-252.0M | — | ||
| Q1 24 | $-331.0M | — | ||
| Q4 23 | $-33.0M | — |
自由现金流率
FYBR
WB
| Q3 25 | -20.5% | — | ||
| Q2 25 | -24.2% | — | ||
| Q1 25 | -15.9% | — | ||
| Q4 24 | -33.4% | — | ||
| Q3 24 | -5.5% | — | ||
| Q2 24 | -17.2% | — | ||
| Q1 24 | -22.9% | — | ||
| Q4 23 | -2.3% | — |
资本支出强度
FYBR
WB
| Q3 25 | 53.4% | — | ||
| Q2 25 | 55.5% | — | ||
| Q1 25 | 50.6% | — | ||
| Q4 24 | 53.2% | — | ||
| Q3 24 | 47.5% | — | ||
| Q2 24 | 42.7% | — | ||
| Q1 24 | 46.1% | — | ||
| Q4 23 | 23.3% | — |
现金转化率
FYBR
WB
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 335.00× | — | ||
| Q4 23 | 17.41× | — |
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
FYBR
| Consumer | $826.0M | 54% |
| Business And Wholesale | $707.0M | 46% |
WB
| Income from operations | $373.2M | 29% |
| Shares used in computing diluted net income per share attributable to Weibos shareholders | $268.1M | 21% |
| Shares used in computing basic net income per share attributable to Weibos shareholders | $238.6M | 19% |
| Value-added services | $186.1M | 14% |
| Less: Income tax expenses | $113.2M | 9% |
| Investment related income, net | $45.0M | 4% |
| Product development | $16.7M | 1% |
| General and administrative | $10.6M | 1% |
| Sales and marketing | $7.1M | 1% |
| Accretion to redeemable non-controlling interests | $3.0M | 0% |