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IHS Holding Ltd(IHS)与TELUS CORP(TU)财务数据对比。点击上方公司名可切换其他公司
TELUS CORP的季度营收约是IHS Holding Ltd的14.6倍($3.7B vs $254.0M)。TELUS CORP同比增速更快(2.2% vs 0.1%)
IHS Holding是全球规模领先的共享通信基础设施独立持有、运营及开发企业之一,也是全球第五大独立跨国通信铁塔企业,业务覆盖非洲与拉美地区,为当地通信网络部署提供关键的铁塔基础设施支持。
TELUS是加拿大上市综合控股集团,总部位于不列颠哥伦比亚省温哥华。旗下业务涵盖四大板块:通信业务提供固话、电视、数据及互联网服务;移动业务提供无线通信服务;健康板块提供医疗产品及服务;数字业务面向全球提供多语种客户服务外包与数字IT服务。
IHS vs TU — 直观对比
营收规模更大
TU
是对方的14.6倍
$254.0M
营收增速更快
TU
高出2.1%
0.1%
损益表 — Q4 2025 vs Q2 2025
| 指标 | ||
|---|---|---|
| 营收 | $254.0M | $3.7B |
| 净利润 | — | $-178.8M |
| 毛利率 | 83.6% | 90.2% |
| 营业利润率 | — | 3.4% |
| 净利率 | — | -4.8% |
| 营收同比 | 0.1% | 2.2% |
| 净利润同比 | — | -210.9% |
| 每股收益(稀释后) | — | — |
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
IHS
TU
| Q4 25 | $254.0M | — | ||
| Q3 25 | $455.1M | — | ||
| Q2 25 | $433.3M | $3.7B | ||
| Q1 25 | $439.6M | — | ||
| Q4 24 | $253.8M | — | ||
| Q3 24 | $420.3M | — | ||
| Q2 24 | $435.4M | $3.6B | ||
| Q1 24 | $417.7M | — |
净利润
IHS
TU
| Q4 25 | — | — | ||
| Q3 25 | $147.4M | — | ||
| Q2 25 | $32.3M | $-178.8M | ||
| Q1 25 | $30.7M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $-205.7M | — | ||
| Q2 24 | $-124.3M | $161.3M | ||
| Q1 24 | $-1.6B | — |
毛利率
IHS
TU
| Q4 25 | 83.6% | — | ||
| Q3 25 | 47.5% | — | ||
| Q2 25 | 51.3% | 90.2% | ||
| Q1 25 | 51.4% | — | ||
| Q4 24 | 72.1% | — | ||
| Q3 24 | 52.0% | — | ||
| Q2 24 | 52.5% | 87.9% | ||
| Q1 24 | 39.1% | — |
营业利润率
IHS
TU
| Q4 25 | — | — | ||
| Q3 25 | 35.1% | — | ||
| Q2 25 | 33.8% | 3.4% | ||
| Q1 25 | 37.1% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 29.9% | — | ||
| Q2 24 | 34.0% | 13.7% | ||
| Q1 24 | -1.7% | — |
净利率
IHS
TU
| Q4 25 | — | — | ||
| Q3 25 | 32.4% | — | ||
| Q2 25 | 7.5% | -4.8% | ||
| Q1 25 | 7.0% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -48.9% | — | ||
| Q2 24 | -28.5% | 4.4% | ||
| Q1 24 | -372.8% | — |
每股收益(稀释后)
IHS
TU
| Q4 25 | — | — | ||
| Q3 25 | $0.44 | — | ||
| Q2 25 | $0.10 | — | ||
| Q1 25 | $0.10 | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $-0.61 | — | ||
| Q2 24 | $-0.36 | — | ||
| Q1 24 | $-4.67 | — |
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 | $825.7M | $2.7B |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $-89.8M | $11.8B |
| 总资产 | $4.5B | $44.3B |
| 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
IHS
TU
| Q4 25 | $825.7M | — | ||
| Q3 25 | $647.6M | — | ||
| Q2 25 | $531.8M | $2.7B | ||
| Q1 25 | $629.0M | — | ||
| Q4 24 | $578.0M | — | ||
| Q3 24 | $397.5M | — | ||
| Q2 24 | $445.7M | $676.7M | ||
| Q1 24 | $333.2M | — |
总债务
IHS
TU
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $3.5B | — | ||
| Q2 24 | $3.6B | — | ||
| Q1 24 | $3.5B | — |
股东权益
IHS
TU
| Q4 25 | $-89.8M | — | ||
| Q3 25 | $38.1M | — | ||
| Q2 25 | $-98.4M | $11.8B | ||
| Q1 25 | $-184.4M | — | ||
| Q4 24 | $-314.4M | — | ||
| Q3 24 | $-284.7M | — | ||
| Q2 24 | $-308.3M | $12.4B | ||
| Q1 24 | $-163.2M | — |
总资产
IHS
TU
| Q4 25 | $4.5B | — | ||
| Q3 25 | $4.7B | — | ||
| Q2 25 | $4.5B | $44.3B | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.2B | — | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $4.5B | $41.8B | ||
| Q1 24 | $4.6B | — |
负债/权益比
IHS
TU
| Q4 25 | — | — | ||
| Q3 25 | 85.85× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $246.9M | $851.2M |
| 自由现金流经营现金流 - 资本支出 | $178.6M | — |
| 自由现金流率自由现金流/营收 | 70.3% | — |
| 资本支出强度资本支出/营收 | 26.9% | — |
| 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 | $718.7M | — |
8季度趋势,按日历期对齐
经营现金流
IHS
TU
| Q4 25 | $246.9M | — | ||
| Q3 25 | $251.3M | — | ||
| Q2 25 | $237.7M | $851.2M | ||
| Q1 25 | $200.3M | — | ||
| Q4 24 | $344.4M | — | ||
| Q3 24 | $174.5M | — | ||
| Q2 24 | $134.7M | $1.0B | ||
| Q1 24 | $75.8M | — |
自由现金流
IHS
TU
| Q4 25 | $178.6M | — | ||
| Q3 25 | $189.2M | — | ||
| Q2 25 | $197.7M | — | ||
| Q1 25 | $153.2M | — | ||
| Q4 24 | $282.9M | — | ||
| Q3 24 | $122.3M | — | ||
| Q2 24 | $74.2M | — | ||
| Q1 24 | $14.8M | — |
自由现金流率
IHS
TU
| Q4 25 | 70.3% | — | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 45.6% | — | ||
| Q1 25 | 34.8% | — | ||
| Q4 24 | 111.5% | — | ||
| Q3 24 | 29.1% | — | ||
| Q2 24 | 17.0% | — | ||
| Q1 24 | 3.5% | — |
资本支出强度
IHS
TU
| Q4 25 | 26.9% | — | ||
| Q3 25 | 13.6% | — | ||
| Q2 25 | 9.2% | — | ||
| Q1 25 | 10.7% | — | ||
| Q4 24 | 24.2% | — | ||
| Q3 24 | 12.4% | — | ||
| Q2 24 | 13.9% | — | ||
| Q1 24 | 14.6% | — |
现金转化率
IHS
TU
| Q4 25 | — | — | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 7.36× | — | ||
| Q1 25 | 6.52× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 6.28× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图