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Liberty Broadband Corp（LBRDA）与Mayville Engineering Company, Inc.（MEC）财务数据对比。点击上方公司名可切换其他公司
Liberty Broadband Corp的季度营收约是Mayville Engineering Company, Inc.的1.9倍（$261.0M vs $134.3M），Liberty Broadband Corp净利率更高（146.7% vs -3.2%，领先150.0%），Mayville Engineering Company, Inc.同比增速更快（10.7% vs 6.1%），Liberty Broadband Corp自由现金流更多（$37.0M vs $10.2M），过去两年Liberty Broadband Corp的营收复合增速更高（4.3% vs -8.8%）
本公司是一家覆盖英、荷、美三地的跨国电信企业，注册地为百慕大，在伦敦、阿姆斯特丹、丹佛设有总部，旗下拥有多家对应司法辖区的运营主体，其中英国主体为公开上市实体，2005年由自由媒体国际业务板块与UnitedGlobalCom合并成立。
Mayville Engineering Company（MEC）是总部位于美国的领先金属零部件、装配组件及定制工程解决方案供应商，主要服务农业、建筑、商用运输、国防、动力运动等领域的原始设备制造商客户，提供从原型开发到大规模量产的全流程服务。
LBRDA vs MEC — 直观对比
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $261.0M | $134.3M |
| 净利润 | $383.0M | $-4.4M |
| 毛利率 | — | 6.8% |
| 营业利润率 | 15.7% | -4.1% |
| 净利率 | 146.7% | -3.2% |
| 营收同比 | 6.1% | 10.7% |
| 净利润同比 | 96.4% | -127.3% |
| 每股收益（稀释后） | $2.68 | $-0.22 |
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
| Q4 25 | — | $134.3M | ||
| Q3 25 | — | $144.3M | ||
| Q2 25 | $261.0M | $132.3M | ||
| Q1 25 | $266.0M | $135.6M | ||
| Q4 24 | $263.0M | $121.3M | ||
| Q3 24 | $262.0M | $135.4M | ||
| Q2 24 | $246.0M | $163.6M | ||
| Q1 24 | $245.0M | $161.3M |
| Q4 25 | — | $-4.4M | ||
| Q3 25 | — | $-2.7M | ||
| Q2 25 | $383.0M | $-1.1M | ||
| Q1 25 | $268.0M | $20.0K | ||
| Q4 24 | $291.0M | $16.0M | ||
| Q3 24 | $142.0M | $3.0M | ||
| Q2 24 | $195.0M | $3.8M | ||
| Q1 24 | $241.0M | $3.2M |
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 11.0% | ||
| Q2 25 | — | 10.3% | ||
| Q1 25 | — | 11.3% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | — | 12.6% | ||
| Q2 24 | — | 13.6% | ||
| Q1 24 | — | 13.0% |
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | 15.7% | 0.1% | ||
| Q1 25 | 16.2% | 1.2% | ||
| Q4 24 | 4.9% | 19.0% | ||
| Q3 24 | 11.5% | 4.2% | ||
| Q2 24 | 8.5% | 5.0% | ||
| Q1 24 | 11.4% | 4.7% |
| Q4 25 | — | -3.2% | ||
| Q3 25 | — | -1.9% | ||
| Q2 25 | 146.7% | -0.8% | ||
| Q1 25 | 100.8% | 0.0% | ||
| Q4 24 | 110.6% | 13.2% | ||
| Q3 24 | 54.2% | 2.2% | ||
| Q2 24 | 79.3% | 2.3% | ||
| Q1 24 | 98.4% | 2.0% |
| Q4 25 | — | $-0.22 | ||
| Q3 25 | — | $-0.13 | ||
| Q2 25 | $2.68 | $-0.05 | ||
| Q1 25 | $1.87 | $0.00 | ||
| Q4 24 | $2.04 | $0.76 | ||
| Q3 24 | $0.99 | $0.14 | ||
| Q2 24 | $1.36 | $0.18 | ||
| Q1 24 | $1.69 | $0.16 |
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 | $180.0M | $1.5M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $10.4B | $240.7M |
| 总资产 | $16.6B | $563.6M |
| 负债/权益比越低杠杆越低 | 0.30× | — |
8季度趋势，按日历期对齐
| Q4 25 | — | $1.5M | ||
| Q3 25 | — | $1.2M | ||
| Q2 25 | $180.0M | $206.0K | ||
| Q1 25 | $226.0M | $183.0K | ||
| Q4 24 | $163.0M | $206.0K | ||
| Q3 24 | $168.0M | $178.0K | ||
| Q2 24 | $73.0M | $314.0K | ||
| Q1 24 | $108.0M | $314.0K |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.6B | — | ||
| Q1 24 | $3.6B | — |
| Q4 25 | — | $240.7M | ||
| Q3 25 | — | $244.8M | ||
| Q2 25 | $10.4B | $246.8M | ||
| Q1 25 | $10.1B | $250.0M | ||
| Q4 24 | $9.8B | $251.8M | ||
| Q3 24 | $9.5B | $238.4M | ||
| Q2 24 | $9.3B | $238.1M | ||
| Q1 24 | $9.1B | $234.0M |
| Q4 25 | — | $563.6M | ||
| Q3 25 | — | $585.6M | ||
| Q2 25 | $16.6B | $433.7M | ||
| Q1 25 | $17.0B | $447.7M | ||
| Q4 24 | $16.7B | $445.6M | ||
| Q3 24 | $16.3B | $466.0M | ||
| Q2 24 | $16.0B | $488.2M | ||
| Q1 24 | $15.7B | $499.9M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | 0.38× | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.39× | — | ||
| Q1 24 | 0.40× | — |
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 | $91.0M | $13.4M |
| 自由现金流经营现金流 - 资本支出 | $37.0M | $10.2M |
| 自由现金流率自由现金流/营收 | 14.2% | 7.6% |
| 资本支出强度资本支出/营收 | 20.7% | 2.4% |
| 现金转化率经营现金流/净利润 | 0.24× | — |
| 过去12个月自由现金流最近4个季度 | $-49.0M | $26.9M |
8季度趋势，按日历期对齐
| Q4 25 | — | $13.4M | ||
| Q3 25 | — | $1.9M | ||
| Q2 25 | $91.0M | $15.0M | ||
| Q1 25 | $78.0M | $8.3M | ||
| Q4 24 | $1.0M | $38.0M | ||
| Q3 24 | $24.0M | $17.9M | ||
| Q2 24 | $27.0M | $23.3M | ||
| Q1 24 | $52.0M | $10.6M |
| Q4 25 | — | $10.2M | ||
| Q3 25 | — | $-1.1M | ||
| Q2 25 | $37.0M | $12.5M | ||
| Q1 25 | $13.0M | $5.4M | ||
| Q4 24 | $-63.0M | $35.6M | ||
| Q3 24 | $-36.0M | $15.1M | ||
| Q2 24 | $-35.0M | $19.2M | ||
| Q1 24 | $-9.0M | $7.8M |
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | -0.8% | ||
| Q2 25 | 14.2% | 9.5% | ||
| Q1 25 | 4.9% | 4.0% | ||
| Q4 24 | -24.0% | 29.4% | ||
| Q3 24 | -13.7% | 11.1% | ||
| Q2 24 | -14.2% | 11.7% | ||
| Q1 24 | -3.7% | 4.9% |
| Q4 25 | — | 2.4% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | 20.7% | 1.8% | ||
| Q1 25 | 24.4% | 2.2% | ||
| Q4 24 | 24.3% | 1.9% | ||
| Q3 24 | 22.9% | 2.1% | ||
| Q2 24 | 25.2% | 2.5% | ||
| Q1 24 | 24.9% | 1.7% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.24× | — | ||
| Q1 25 | 0.29× | 416.65× | ||
| Q4 24 | 0.00× | 2.38× | ||
| Q3 24 | 0.17× | 6.03× | ||
| Q2 24 | 0.14× | 6.15× | ||
| Q1 24 | 0.22× | 3.28× |
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
LBRDA
暂无分部数据
MEC
| Fabrication | $72.2M | 54% |
| Construction And Access | $19.2M | 14% |
| Tubes | $16.2M | 12% |
| Other Market | $11.9M | 9% |
| Agriculture | $7.7M | 6% |
| Military | $6.7M | 5% |
| Outdoor Sports | $1.7M | 1% |
